Nuveen Prefered & Income OppJPC

13F holders, Q2 2026 (June 30)
331holders +9
35new positions
29sold out
$7.88avg. 13F price*

At the end of Q2 2026, 331 institutions reported holding Nuveen Prefered & Income Opp (JPC) in their 13F filings, up 9 from Q1 2026. 35 opened new positions and 29 sold out. The largest holders were Morgan Stanley ($44.6M), Bank of America Corp. ($39.7M) and Wells Fargo & Company ($37.0M).

Company
Nuveen Prefered & Income Opp
CUSIP
67073B106
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 286Q1 2024Q2 2024: 281Q2 2024Q3 2024: 288Q3 2024Q4 2024: 297Q4 2024Q1 2025: 284Q1 2025Q2 2025: 288Q2 2025Q3 2025: 313Q3 2025Q4 2025: 328Q4 2025Q1 2026: 322Q1 2026Q2 2026: 331Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions35$5.3M
Exits29$3.1M

All 13F filers, Q1 2026 → Q2 2026: 2,790,979 shares bought and 1,915,642 shares sold, net +875,337 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 331 holders

Morgan Stanley 0.00% Add +3.9% 5,655,933 $44.6M
Bank of America Corp. 0.00% Add +5.5% 5,038,736 $39.7M
Wells Fargo & Company 0.01% Add +0.9% 4,690,122 $37.0M
UBS Group AG 0.01% Reduce -0.8% 4,361,872 $34.4M
Raymond James Financial Inc. 0.01% Add +1.8% 4,146,808 $32.7M
Royal Bank of Canada 0.00% Add +1.1% 2,914,736 $23.0M
Invesco Ltd. 0.00% Add +5.0% 2,704,154 $21.3M
LPL Financial LLC 0.00% Add +5.8% 2,411,543 $19.0M
Guggenheim Capital LLC 0.09% Reduce -11.3% 1,692,635 $13.3M
Captrust Financial Advisors 0.02% Add +1.0% 1,552,780 $12.2M
Osaic Holdings, Inc. 0.01% Add +12.5% 1,365,893 $10.8M
Commonwealth Equity Services, LLC 0.01% Add +0.1% 1,222,486 $9.6M
Cerity Partners LLC 0.01% Add +2.0% 1,217,956 $9.6M
Janney Montgomery Scott LLC 0.02% Add +0.0% 1,107,404 $8.7M
Greatmark Investment Partners, Inc. 0.85% Reduce -1.2% 973,962 $7.7M
Mgo One Seven LLC 0.12% Reduce -2.7% 956,230 $7.5M
Truist Financial Corp. 0.01% Add +0.8% 895,417 $7.1M
Smith Asset Management Co., LLC 5.52% Reduce -2.3% 890,862 $7.0M
Cetera Investment Advisers 0.01% Add +3.7% 833,198 $6.6M
Ameriprise Financial Inc. 0.00% Add +3.8% 825,013 $6.5M
Cohen & Steers, Inc. 0.01% No change 785,251 $6.2M
Kestra Advisory Services, LLC 0.02% Add +2.0% 759,329 $6.0M
Fca Corp. 1.08% Add +5.2% 554,077 $4.4M
Moors & Cabot, Inc. 0.17% Add +1.1% 544,903 $4.3M
Stifel Financial Corp. 0.00% Add +9.6% 479,664 $3.8M
Stratos Wealth Partners, LTD. 0.04% Reduce -2.6% 476,950 $3.8M
Lido Advisors, LLC 0.01% Reduce -0.0% 454,537 $3.6M
Chicago Partners Investment Group LLC 0.07% Reduce -5.2% 463,127 $3.6M
Advisors Asset Management, Inc. 0.05% Reduce -33.1% 447,769 $3.5M
Protective Life Corp. 24.77% No change 440,000 $3.5M
Envestnet Asset Management Inc. 0.00% Reduce -2.3% 391,171 $3.1M
Steward Partners Investment Advisory, LLC 0.02% Add +9.1% 383,696 $3.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +8.0% 378,615 $3.0M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -12.5% 377,548 $3.0M
Prelude Capital Management, LLC 0.20% Add +20.9% 350,000 $2.8M
Fiera Capital Corp 0.01% Add +3.6% 341,744 $2.7M
Sanctuary Advisors, LLC 0.01% Reduce -6.6% 316,545 $2.5M
NewEdge Advisors, LLC 0.01% Reduce -3.8% 302,561 $2.4M
Ibex Wealth Advisors 0.18% Reduce -1.1% 288,992 $2.3M
Wealth Advisory Solutions, LLC 0.42% Add +19.3% 261,844 $2.1M
DAVENPORT & Co LLC 0.01% Add +0.6% 241,523 $1.9M
MSH Capital Advisors LLC 0.33% Reduce -4.5% 240,963 $1.9M
Capital Investment Advisors, LLC 0.02% Reduce -12.4% 236,459 $1.9M
Mission Hills Financial Advisory, LLC 0.78% Add +102.0% 226,584 $1.8M
CoreCap Advisors, LLC 0.05% Add +2.0% 222,698 $1.8M
First Trust Advisors LP 0.00% Reduce -0.2% 215,674 $1.7M
Wright Wealth LLC 0.99% Add +8.2% 210,089 $1.7M
XTX Topco Ltd 0.02% Add +123.5% 202,045 $1.6M
Harbour Investments, Inc. 0.02% Reduce -2.3% 202,041 $1.6M
Wealthspire Advisors, LLC 0.01% Reduce -1.6% 199,488 $1.6M
Geneos Wealth Management Inc. 0.03% Reduce -6.3% 186,542 $1.5M
&partners 0.01% Reduce -0.2% 178,942 $1.4M
UMB Bank, n.a. 0.02% Add +10.1% 174,854 $1.4M
Jupiter Wealth Management LLC 0.53% No change 168,733 $1.3M
Thrivent Financial for Lutherans 0.00% No change 161,712 $1.3M
Jane Street Group, LLC 0.00% Reduce -49.3% 157,446 $1.2M
HighTower Advisors, LLC 0.00% Reduce -0.5% 154,859 $1.2M
E&G Advisors, LLC 0.23% Reduce -0.4% 153,251 $1.2M
Hennion & Walsh Asset Management, Inc. 0.03% Reduce -56.7% 141,288 $1.1M
Private Advisor Group, LLC 0.01% Add +0.1% 139,246 $1.1M
Cary Street Partners Financial LLC 0.02% No change 137,079 $1.1M
Wealthcare Advisory Partners LLC 0.02% Reduce -3.0% 133,224 $1.0M
AlphaCore Capital LLC 0.02% Add +31.7% 130,543 $1.0M
StoneX Group Inc. 0.04% Add +40.8% 129,640 $1.0M
Bramshill Investments, LLC 0.08% Add +67.5% 126,165 $994K
Wedbush Securities Inc. 0.02% Add +3.4% 119,264 $940K
Independent Financial Group, LLC 0.02% Add +18.7% 110,331 $869K
Advisory Services Network, LLC 0.01% Reduce -2.6% 106,429 $839K
Cornerstone Advisory, LLC 0.07% No change 104,883 $826K
Triumph Capital Management 0.15% Add +10.2% 103,070 $812K
One Wealth Capital Management, LLC 0.23% Add +106.7% 101,328 $798K
Palogic Value Management, L.P. 0.28% No change 100,564 $792K
Diversify Advisory Services, LLC 0.01% New 99,591 $766K
Diversify Wealth Management, LLC 0.01% Add +0.9% 99,591 $766K
Melfa Wealth Management, Inc. 0.41% Reduce -0.1% 96,899 $764K
Benchmark Investment Advisors LLC 0.30% No change 88,000 $693K
Spire Wealth Management 0.02% Add +9.8% 87,837 $692K
Shaker Financial Services, LLC 0.22% New 87,000 $689K
Marino, Stram & Associates LLC 0.11% No change 86,571 $682K
Abel Hall, LLC 0.11% No change 83,600 $659K
Level Four Advisory Services, LLC 0.02% Reduce -1.0% 83,222 $656K
Prospera Financial Services Inc 0.01% Add +0.2% 82,625 $651K
Rothschild Investment LLC 0.02% Add +13.9% 80,967 $638K
Shulman DeMeo Asset Management LLC 0.11% Reduce -0.5% 77,280 $609K
Samalin Investment Counsel, LLC 0.19% Reduce -29.1% 74,884 $590K
Pathstone Holdings, LLC 0.00% No change 74,508 $587K
Waverly Advisors, LLC 0.00% Reduce -14.4% 73,658 $580K
Fifth Third Bancorp 0.00% Add +0.3% 71,105 $560K
RVW Wealth, LLC 0.04% No change 70,922 $559K
Investors Asset Management of Georgia Inc. /Ga/ 0.19% Add +3.0% 69,250 $546K
Arax Advisory Partners 0.00% Add +403.5% 69,092 $544K
Principal Securities, Inc. 0.01% Add +0.4% 67,977 $536K
Mariner, LLC 0.00% Reduce -21.6% 67,074 $529K
Kingsbury Capital Investment Advisors LLC 0.44% Add +1.0% 65,897 $519K
KMT Wealth Management, LLC 0.44% New 65,897 $519K
Live Oak Private Wealth LLC 0.06% No change 65,572 $517K
Everstar Asset Management, LLC 0.25% Reduce -1.8% 64,911 $511K
International Assets Investment Management, LLC 0.03% Add +13.8% 64,859 $508K
Mercer Global Advisors Inc. 0.00% Add +6.3% 63,120 $497K
Accel Wealth Management 0.11% Reduce -4.9% 61,818 $487K

"% of holder's portfolio" is JPC's weight in each manager's 13F, not the share of Nuveen Prefered & Income Opp the manager owns.

Show all 331 holders