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
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $4.3M |
| Exits | 46 | $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 |
| Marathon Trading Investment Management LLC | 0.15% | Reduce -9.1% | 50,000 | $360K |
| International Assets Investment Management, LLC | 0.04% | Add +0.1% | 49,302 | $353K |
| Burney Co./ | 0.01% | Reduce -20.7% | 48,913 | $352K |
| One Wealth Management Investment & Advisory Services, LLC | 0.14% | No change | 47,965 | $345K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -29.9% | 47,110 | $339K |
| Centurion Wealth Management LLC | 0.13% | Add +86.5% | 46,476 | $334K |
| 49 Wealth Management, LLC | 0.07% | No change | 46,409 | $332K |
| Integrated Capital Management, Inc. | 0.26% | Add +38.9% | 44,959 | $323K |
| Walleye Capital LLC | 0.00% | New | 44,724 | $322K |
| Raymond James Trust N.A. | 0.01% | No change | 44,513 | $320K |
| Operose Advisors LLC | 0.11% | Reduce -26.5% | 44,465 | $320K |
| Sage Capital Advisors,llc | 0.09% | Add +1.6% | 44,448 | $320K |
| LexAurum Advisors, LLC | 0.08% | Reduce -38.1% | 44,260 | $318K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +132.5% | 44,151 | $317K |
| Investmark Advisory Group LLC | 0.17% | Add +1.1% | 42,510 | $306K |
| Transcend Capital Advisors, LLC | 0.02% | Add +176.1% | 42,335 | $304K |
| XTX Topco Ltd | 0.04% | New | 39,998 | $288K |
| Catalina Capital Group, LLC | 0.12% | No change | 39,429 | $283K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.13% | Reduce -4.9% | 39,000 | $280K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Add +145.6% | 38,902 | $280K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.7% | 38,251 | $275K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -4.2% | 37,974 | $273K |
| Millennium Management | 0.00% | Reduce -61.0% | 37,714 | $271K |
| Independent Financial Group, LLC | 0.01% | Add +3.0% | 37,282 | $268K |
| Curi Capital, LLC | 0.01% | Reduce -1.4% | 37,045 | $266K |
| James Investment Research, Inc. | 0.03% | New | 36,500 | $262K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -3.6% | 35,676 | $257K |
| Prairie Wealth Advisors, Inc. | 0.12% | — | 34,227 | $248K |
| Carson Advisory Inc. | 0.17% | Add +74.6% | 33,710 | $242K |
| Penbrook Management LLC | 0.15% | No change | 33,621 | $242K |
| StoneX Group Inc. | 0.02% | Add +167.8% | 32,860 | $237K |
| Private Trust Co. NA | 0.02% | No change | 31,169 | $224K |
| Shufro Rose & Co. LLC | 0.02% | Add +76.4% | 30,873 | $222K |
| Parsons Capital Management Inc. | 0.01% | No change | 30,526 | $219K |
| NWF Advisory Services Inc. | 0.04% | Add +5.2% | 30,138 | $217K |
| Advisor OS, LLC | 0.02% | No change | 28,924 | $208K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +59.6% | 27,839 | $200K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -20.3% | 27,508 | $198K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 27,439 | $197K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -8.8% | 27,305 | $196K |
| Bank of New York Mellon Corp | 0.00% | New | 27,289 | $196K |
| Caldwell Sutter Capital, Inc. | 0.09% | Reduce -19.8% | 27,144 | $195K |
| Ieq Capital, LLC | 0.00% | Add +53.1% | 26,555 | $191K |
| Snowden Capital Advisors LLC | 0.01% | Add +0.1% | 25,732 | $186K |
| Berger Financial Group, Inc | 0.01% | Reduce -13.8% | 25,012 | $180K |
| Keybank National Association | 0.00% | No change | 24,921 | $179K |
| Prospera Financial Services Inc | 0.01% | Reduce -21.7% | 24,487 | $176K |
| Fortitude Advisory Group L.L.C. | 0.10% | Add +18.0% | 24,297 | $175K |
| D.A. Davidson & Co. | 0.00% | Reduce -11.4% | 23,563 | $169K |
| J. L. Bainbridge & Co., Inc. | 0.02% | New | 23,399 | $168K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +0.0% | 23,190 | $167K |
| Susquehanna International Group, LLP | 0.00% | New | 23,173 | $167K |
| Mgo One Seven LLC | 0.01% | Add +7.0% | 22,493 | $162K |
| WealthTrust Axiom LLC | 0.05% | Add +0.0% | 22,330 | $161K |
| Fifth Third Bancorp | 0.00% | Reduce -13.7% | 22,115 | $159K |
| Meridian Investment Counsel Inc. | 0.05% | Reduce -31.4% | 21,850 | $157K |
| Clifford Swan Investment Counsel LLC | 0.01% | Add +13.0% | 21,424 | $154K |
| Wesbanco Bank Inc. | 0.01% | Reduce -0.0% | 21,155 | $152K |
| Waterfront Wealth Inc. | 0.04% | Reduce -6.3% | 21,749 | $152K |
| International Private Wealth Advisors LLC | 0.29% | Add +1.9% | 20,674 | $149K |
| Strategic Financial Concepts, LLC | 0.04% | Add +89.0% | 20,553 | $148K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +14.0% | 20,404 | $147K |
| Tsfg, LLC | 0.04% | No change | 20,222 | $145K |
| Aptus Capital Advisors, LLC | 0.00% | New | 20,096 | $144K |
| AXS Investments LLC | 0.03% | Reduce -25.9% | 20,000 | $144K |
| Realta Investment Advisors | 0.03% | Add +0.9% | 19,640 | $141K |
| Stonebrook Private Inc. | 0.04% | Reduce -15.6% | 19,421 | $140K |
| MML Investors Services, LLC | 0.00% | Add +79.9% | 19,008 | $137K |
| CENTRAL TRUST Co | 0.00% | Reduce -57.1% | 17,498 | $126K |
| Glass Jacobson Investment Advisors llc | 0.05% | Add +2.7% | 17,211 | $124K |
| Empower Advisory Group, LLC | 0.00% | New | 17,169 | $123K |
| Virtu Financial LLC | 0.01% | Add +25.6% | 17,029 | $122K |
| Watershed Private Wealth LLC | 0.05% | Reduce -18.4% | 16,847 | $121K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -12.9% | 16,744 | $120K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 16,714 | $120K |
| Belpointe Asset Management LLC | 0.01% | No change | 16,546 | $119K |
| Stonegate Investment Group, LLC | 0.00% | Reduce -11.0% | 15,988 | $115K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 15,899 | $114K |
| MKT Advisors LLC | 0.06% | No change | 16,061 | $113K |
| Tyche Wealth Partners LLC | 0.03% | No change | 15,726 | $113K |
| HTLF Bank | 0.01% | No change | 15,683 | $113K |
| Titleist Asset Management, LLC | 0.02% | New | 15,491 | $111K |
| Gill Capital Partners, LLC | 0.04% | No change | 15,735 | $111K |
| Financial Advocates Investment Management | 0.01% | Reduce -11.4% | 15,107 | $109K |
| 180 Wealth Advisors, LLC | 0.02% | No change | 14,502 | $104K |
| Nomura Holdings Inc. | 0.00% | Reduce -76.6% | 14,482 | $104K |
| Moloney Securities Asset Management, LLC | 0.02% | Reduce -2.1% | 14,327 | $103K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.8% | 14,129 | $102K |
| Wealth Advisory Solutions, LLC | 0.03% | New | 14,000 | $101K |
| Gerber Kawasaki Wealth & Investment Management | 0.01% | Reduce -7.1% | 13,899 | $100K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -50.8% | 13,733 | $99K |
| Resurgent Financial Advisors LLC | 0.05% | Add +103.1% | 13,728 | $99K |
| Beacon Financial Group | 0.01% | Add +2.0% | 13,705 | $99K |
| VeraBank, N.A. | 0.03% | No change | 13,658 | $98K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.1% | 13,547 | $97K |
| Valley Brook Capital Group, Inc. | 0.08% | No change | 13,489 | $97K |
| Tradition Wealth Management, LLC | 0.01% | No change | 13,369 | $96K |
| Hollencrest Capital Management | 0.00% | No change | 13,362 | $96K |
| Perigon Wealth Management, LLC | 0.00% | No change | 13,312 | $96K |
| Schechter Investment Advisors, LLC | 0.01% | No change | 13,222 | $95K |
| Beacon Capital Management, LLC | 0.02% | Add +3.1% | 13,203 | $95K |
| US Bancorp \de | 0.00% | Add +470.4% | 12,920 | $93K |
| Smith Shellnut Wilson LLC | 0.05% | No change | 12,855 | $92K |
| Second Line Capital, LLC | 0.03% | New | 12,551 | $91K |
| Occidental Asset Management, LLC | 0.02% | Add +16.9% | 12,541 | $90K |
| Equitable Holdings, Inc. | 0.00% | Add +0.3% | 12,527 | $90K |
| Future Financial Wealth Managment LLC | 0.07% | New | 12,000 | $86K |
| Boothbay Fund Management, LLC | 0.00% | Reduce -96.4% | 12,000 | $86K |
| Advisory Services Network, LLC | 0.00% | Reduce -15.2% | 11,985 | $86K |
| Eschler Asset Management LLP | 0.06% | Reduce -69.2% | 12,000 | $86K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -5.3% | 11,680 | $84K |
| Steel Grove Capital Advisors, LLC | 0.01% | Reduce -5.7% | 11,653 | $84K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.04% | No change | 12,000 | $84K |
| LifeSteps Financial, Inc. | 0.06% | No change | 11,520 | $83K |
| Pathway Financial Advisers, LLC | 0.03% | Reduce -10.9% | 11,510 | $83K |
| CIBC Private Wealth Group LLC | 0.00% | New | 11,541 | $83K |
| Bramshill Investments, LLC | 0.01% | Reduce -83.2% | 11,319 | $81K |
| Beacon Financial Advisory LLC | 0.04% | No change | 11,141 | $80K |
| Deutsche Bank AG | 0.00% | New | 10,991 | $79K |
| Heritage Wealth Management, Inc. | 0.08% | New | 10,985 | $79K |
| Obermeyer Wealth Partners | 0.00% | No change | 10,977 | $79K |
| Blue Barn Wealth, LLC | 0.04% | No change | 10,840 | $78K |
| Anchor Investment Management, LLC | 0.01% | Add +0.3% | 10,525 | $76K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 10,350 | $74K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.02% | No change | 10,231 | $74K |
| RFG Advisory, LLC | 0.00% | New | 10,209 | $73K |
| Coastline Trust Co | 0.01% | No change | 10,143 | $73K |
| Good Life Advisors, LLC | 0.01% | New | 10,133 | $73K |
| CoreFirst Bank & Trust | 0.05% | No change | 10,092 | $73K |
| B. Riley Wealth Advisors, Inc. | 0.00% | Reduce -76.8% | 11,285 | $72K |
| Pacific Wealth Strategies Group, Inc. | 0.06% | New | 10,000 | $72K |
| Abel Hall, LLC | 0.05% | No change | 10,000 | $72K |
| Smith Chas P & Associates Pa Cpas | 0.00% | New | 10,000 | $72K |
| Cwm, LLC | 0.00% | Add +21.3% | 9,133 | $66K |
| Financial Gravity Asset Management, Inc. | 0.02% | No change | 9,221 | $62K |
| Lanark Financial, Inc. | 0.01% | Add +18.4% | 8,218 | $59K |
| Gilliland Jeter Wealth Management LLC | 0.02% | New | 7,575 | $54K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 7,409 | $54K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -11.1% | 6,645 | $47K |
| PSI Advisors, LLC | 0.02% | Reduce -50.4% | 6,500 | $47K |
| SOA Wealth Advisors, LLC. | 0.01% | No change | 6,007 | $43K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +0.7% | 5,732 | $41K |
| Wolverine Asset Management LLC | 0.00% | Reduce -96.9% | 5,379 | $39K |
| Creekmur Asset Management LLC | 0.01% | Reduce -54.6% | 5,066 | $36K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,944 | $36K |
| Sunbelt Securities, Inc. | 0.00% | New | 4,780 | $34K |
| RE Dickinson Investment Advisors, LLC | 0.02% | No change | 4,708 | $34K |
| Sound Income Strategies, LLC | 0.00% | No change | 3,998 | $29K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,419 | $25K |
| Hexagon Capital Partners LLC | 0.01% | No change | 3,385 | $24K |
| FMR LLC | 0.00% | Add +330400.0% | 3,305 | $24K |
| FNY Investment Advisers, LLC | 0.01% | New | 3,000 | $21K |
| Citigroup Inc. | 0.00% | Add +125.3% | 2,544 | $18K |
| Blue Trust, Inc. | 0.00% | New | 2,398 | $17K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -30.7% | 2,391 | $17K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -0.7% | 2,270 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | Add +86.7% | 2,154 | $15K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 1,977 | $14K |
| Hilltop National Bank | 0.00% | — | 1,977 | $14K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 1,977 | $14K |
| Concord Wealth Partners | 0.00% | Add +1.4% | 1,933 | $14K |
| Caldwell Trust Co | 0.00% | Reduce -8.6% | 1,908 | $14K |
| Main Street Group, LTD | 0.01% | New | 1,681 | $12K |
| City Holding Co. | 0.00% | Reduce -58.4% | 1,435 | $10K |
| Citizens National Bank Trust Department | 0.00% | No change | 1,400 | $10K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,229 | $9K |
| Transcendent Capital Group LLC | 0.00% | No change | 1,056 | $8K |
| American National Bank & Trust | 0.00% | No change | 1,003 | $7K |
| Allworth Financial LP | 0.00% | No change | 988 | $7K |
| Gen-Wealth Partners Inc | 0.00% | — | 929 | $7K |
| Assetmark, Inc. | 0.00% | New | 711 | $5K |
| Global Retirement Partners, LLC | 0.00% | No change | 688 | $5K |
| Parallel Advisors, LLC | 0.00% | No change | 630 | $5K |
| Balefire, LLC | 0.00% | No change | 494 | $4K |
| LRI Investments, LLC | 0.00% | — | 415 | $3K |
| Boyd Watterson Asset Management LLC | 0.00% | New | 395 | $3K |
| JPMorgan Chase & Co. | 0.00% | Reduce -96.5% | 359 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 350 | $3K |
| AlphaMark Advisors, LLC | 0.00% | No change | 296 | $2K |
| Montag A & Associates Inc. | 0.00% | No change | 219 | $2K |
| Toth Financial Advisory Corp. | 0.00% | New | 200 | $1K |
| Sugarloaf Wealth Management, LLC | 0.00% | Reduce -96.1% | 135 | $971 |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 87 | $626 |
| Pflug Koory, LLC | 0.00% | No change | 66 | $475 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 44 | $316 |
| Gleason Group, Inc. | 0.00% | Add +5.0% | 21 | $148 |
"% of holder's portfolio" is JPC's weight in each manager's 13F, not the share of Nuveen Prefered & Income Opp the manager owns.