Nuveen Prefered & Income OppJPC

13F holders, Q1 2024 (March 31)
286holders
1famous investor
$7.22avg. 13F price*

At the end of Q1 2024, 286 institutions reported holding Nuveen Prefered & Income Opp (JPC) in their 13F filings. The largest holders were Morgan Stanley ($96.8M), Rivernorth Capital Management, LLC ($50.6M) and Sit Investment Associates Inc. ($47.3M). One famous investor held it Israel Englander (0.0% of Millennium Management's portfolio).

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 2024

InstitutionsTotal Value
New Positions33$4.3M
Exits46$18.9M

Ownership 286 holders

Morgan Stanley 0.01% Add +7.6% 13,459,566 $96.8M
Rivernorth Capital Management, LLC 2.45% Reduce -26.7% 7,042,269 $50.6M
Sit Investment Associates Inc. 1.09% Add +1.1% 6,578,667 $47.3M
Invesco Ltd. 0.01% Add +2.5% 4,420,583 $31.8M
Wells Fargo & Company 0.01% Add +3.5% 3,345,432 $24.1M
UBS Group AG 0.01% Reduce -2.0% 3,319,616 $23.9M
LPL Financial LLC 0.01% Add +74.6% 2,809,794 $20.2M
Bank of America Corp. 0.00% Add +32.3% 2,500,025 $18.0M
Raymond James & Associates 0.01% Add +4.8% 2,269,985 $16.3M
Penserra Capital Management LLC 0.17% Add +0.4% 1,854,872 $13.3M
AQR Arbitrage LLC 0.70% Reduce -18.1% 1,818,591 $13.1M
Commonwealth Equity Services, LLC 0.02% Reduce -1.6% 1,763,421 $12.7M
Cohen & Steers, Inc. 0.02% No change 1,395,741 $10.0M
Algebris (uk) Ltd. 4.23% No change 1,429,820 $9.5M
Thomas J. Herzfeld Advisors, Inc. 2.96% Reduce -11.6% 1,165,060 $8.4M
Ameriprise Financial Inc. 0.00% Reduce -0.1% 1,067,338 $7.7M
Envestnet Asset Management Inc. 0.00% Reduce -14.3% 996,590 $7.2M
Greatmark Investment Partners, Inc. 0.99% Add +12.1% 967,236 $7.0M
Capital Investment Advisors, LLC 0.16% Add +10.4% 926,888 $6.7M
Osaic Holdings, Inc. 0.01% Reduce -1.9% 815,105 $5.9M
Royal Bank of Canada 0.00% Add +0.7% 704,485 $5.1M
Hennion & Walsh Asset Management, Inc. 0.26% Add +21.4% 677,633 $4.9M
Captrust Financial Advisors 0.02% Add +15.2% 675,202 $4.9M
Guggenheim Capital LLC 0.03% Add +28.4% 582,384 $4.2M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -1.5% 578,624 $4.2M
Stifel Financial Corp. 0.00% Add +6.7% 549,787 $4.0M
Moors & Cabot, Inc. 0.21% Reduce -4.2% 542,696 $3.9M
Janney Montgomery Scott LLC 0.01% Add +23.5% 532,770 $3.8M
Stratos Wealth Partners, LTD. 0.06% Reduce -0.8% 532,426 $3.8M
Rothschild Investment LLC 0.28% Add +1.6% 528,701 $3.8M
SageView Advisory Group, LLC 0.18% Add +367.8% 86,265 $3.6M
Baird Financial Group, Inc. 0.01% Add +204.0% 482,325 $3.5M
Advisors Asset Management, Inc. 0.07% Add +58.3% 477,939 $3.4M
Pathstone Holdings, LLC 0.02% Reduce -13.9% 476,282 $3.4M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -1.5% 475,059 $3.4M
Protective Life Corp. 100.00% No change 440,000 $3.2M
Landscape Capital Management, L.L.C. 0.28% Reduce -44.2% 438,121 $3.2M
Lido Advisors, LLC 0.03% Add +9.1% 400,716 $2.9M
Campbell Capital Management Inc. 1.26% Add +0.8% 399,064 $2.9M
Cetera Investment Advisers 0.01% Add +166.3% 345,396 $2.5M
Cerity Partners LLC 0.01% Add +24.9% 343,262 $2.5M
Truist Financial Corp. 0.00% Add +6.2% 334,445 $2.4M
Sowell Financial Services LLC 0.11% Add +31.2% 330,100 $2.4M
Park Avenue Securities LLC 0.03% Add +20.8% 326,379 $2.3M
Chicago Partners Investment Group LLC 0.09% Add +11.5% 300,509 $2.1M
Rareview Capital LLC 2.05% Reduce -29.1% 289,879 $2.1M
First Trust Advisors LP 0.00% Add +9.5% 280,545 $2.0M
Fiera Capital Corp 0.01% Add +0.7% 277,253 $2.0M
NewEdge Advisors, LLC 0.02% Add +15.8% 245,115 $1.8M
CoreCap Advisors, LLC 0.09% Reduce -9.0% 240,931 $1.7M
DAVENPORT & Co LLC 0.01% Reduce -0.4% 219,873 $1.6M
Petra Financial Advisors Inc. 1.08% Reduce -0.8% 204,892 $1.5M
Fca Corp. 0.47% Add +14.7% 203,555 $1.5M
MSH Capital Advisors LLC 0.50% Add +2.1% 196,211 $1.4M
Jupiter Wealth Management LLC 0.70% No change 182,794 $1.3M
Private Advisor Group, LLC 0.01% Reduce -4.1% 175,476 $1.3M
Shaker Financial Services, LLC 0.44% Reduce -66.5% 158,013 $1.1M
Thrivent Financial for Lutherans 0.00% Reduce -8.1% 158,412 $1.1M
Geneos Wealth Management Inc. 0.05% Reduce -6.7% 152,772 $1.1M
Rockefeller Capital Management L.P. 0.00% Reduce -80.0% 128,821 $926K
E&G Advisors, LLC 0.25% Reduce -0.9% 112,350 $807K
Kestra Advisory Services, LLC 0.01% Add +1.8% 108,844 $783K
Mariner, LLC 0.00% Add +1.6% 107,967 $776K
Melfa Wealth Management, Inc. 0.54% Add +0.0% 104,456 $751K
Wedbush Securities Inc. 0.03% Reduce -0.8% 103,154 $742K
Palogic Value Management, L.P. 0.32% No change 102,293 $735K
Cary Street Partners Investment Advisory LLC 0.03% Add +3.8% 99,742 $717K
Samalin Investment Counsel, LLC 0.32% Add +2.3% 94,740 $681K
Prevail Innovative Wealth Advisors, LLC 0.25% Add +159.9% 92,248 $663K
Whittier Trust Co. 0.01% Reduce -7.3% 91,507 $658K
Wealthcare Advisory Partners LLC 0.02% Reduce -6.8% 91,290 $656K
Shulman DeMeo Asset Management LLC 0.17% Reduce -0.5% 90,695 $652K
Wela Strategies, Inc. 0.30% Reduce -38.0% 89,226 $642K
HighTower Advisors, LLC 0.00% Reduce -76.3% 88,804 $637K
Benchmark Investment Advisors LLC 0.50% New 88,000 $633K
Comerica Bank 0.00% Reduce -2.4% 87,445 $629K
Spire Wealth Management 0.01% Add +20.1% 85,649 $616K
Accel Wealth Management 0.26% Add +1.4% 84,119 $605K
All Season Financial Advisors, Inc. 0.50% Add +6.0% 83,898 $603K
Choreo, LLC 0.02% New 83,362 $599K
Principal Securities, Inc. 0.02% Reduce -1.1% 80,579 $579K
Marino, Stram & Associates LLC 0.13% No change 79,161 $569K
Eudaimonia Partners, LLC 0.14% Reduce -10.5% 79,061 $568K
Atria Wealth Solutions, Inc. 0.01% Reduce -25.0% 73,869 $534K
Diversify Advisory Services, LLC 0.03% — 73,000 $523K
Level Four Advisory Services, LLC 0.03% No change 76,337 $516K
Financial Enhancement Group LLC 0.08% Reduce -3.5% 71,977 $497K
Stolper Co 0.18% Add +1.0% 68,776 $494K
Northwestern Mutual Wealth Management Co. 0.00% Add +3.3% 61,126 $439K
Mosaic Family Wealth Partners, LLC 0.07% Reduce -22.4% 59,470 $428K
RVW Wealth, LLC 0.04% No change 58,500 $421K
HUB Investment Partners, LLC 0.02% Add +67.5% 58,268 $419K
Walled Lake Planning & Wealth Management, LLC 0.16% Add +13.4% 55,269 $397K
Townsquare Capital LLC 0.01% Reduce -2.8% 54,247 $390K
Gridiron Partners, LLC 0.24% No change 52,969 $381K
Harbour Investments, Inc. 0.01% No change 51,939 $373K
CSS LLC 0.09% No change 51,605 $371K
Live Oak Private Wealth LLC 0.06% No change 51,460 $370K
Corient Private Wealth LP 0.00% Add +84.9% 51,293 $369K
Ameritas Advisory Services, LLC 0.01% New 50,568 $362K

"% 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 286 holders