Nuveen Prefered & Income OppJPC

13F holders, Q2 2024 (June 30)
281holders −5
26new positions
30sold out
1famous investor
$7.45avg. 13F price*

At the end of Q2 2024, 281 institutions reported holding Nuveen Prefered & Income Opp (JPC) in their 13F filings, down 5 from Q1 2024. 26 opened new positions and 30 sold out. The largest holders were Morgan Stanley ($92.4M), Sit Investment Associates Inc. ($46.3M) and Rivernorth Capital Management, LLC ($37.8M). 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 → Q2 2024

InstitutionsTotal Value
New Positions26$2.2M
Exits30$8.3M

All 13F filers, Q1 2024 → Q2 2024: 4,038,105 shares bought and 7,193,260 shares sold, net −3,155,155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 281 holders

Morgan Stanley 0.01% Reduce -8.1% 12,371,267 $92.4M
Sit Investment Associates Inc. 1.07% Reduce -5.7% 6,200,735 $46.3M
Rivernorth Capital Management, LLC 1.79% Reduce -28.2% 5,055,008 $37.8M
Invesco Ltd. 0.01% Reduce -6.5% 4,134,945 $30.9M
UBS Group AG 0.01% Add +6.5% 3,536,364 $26.4M
Wells Fargo & Company 0.01% Add +2.6% 3,433,923 $25.7M
LPL Financial LLC 0.01% Add +18.2% 3,321,020 $24.8M
Bank of America Corp. 0.00% Add +32.0% 3,299,478 $24.6M
Raymond James & Associates 0.01% Add +4.5% 2,372,462 $17.7M
Commonwealth Equity Services, LLC 0.02% Add +18.7% 2,093,860 $15.6M
Penserra Capital Management LLC 0.18% Add +2.3% 1,897,025 $14.2M
Cohen & Steers, Inc. 0.02% Reduce -2.1% 1,365,741 $10.2M
Algebris (uk) Ltd. 3.21% No change 1,429,820 $10.0M
AQR Arbitrage LLC 0.42% Reduce -32.7% 1,223,985 $9.1M
Ameriprise Financial Inc. 0.00% Reduce -0.9% 1,057,555 $7.9M
Thomas J. Herzfeld Advisors, Inc. 2.75% Reduce -9.8% 1,050,552 $7.8M
Greatmark Investment Partners, Inc. 1.12% Add +6.5% 1,030,096 $7.7M
Capital Investment Advisors, LLC 0.17% Add +9.6% 1,016,237 $7.6M
Hennion & Walsh Asset Management, Inc. 0.31% Add +20.9% 819,416 $6.1M
Guggenheim Capital LLC 0.04% Add +31.3% 764,515 $5.7M
Royal Bank of Canada 0.00% Add +6.4% 749,436 $5.6M
Envestnet Asset Management Inc. 0.00% Reduce -26.2% 735,081 $5.5M
Osaic Holdings, Inc. 0.01% Reduce -12.9% 709,588 $5.3M
Captrust Financial Advisors 0.02% Add +4.9% 708,238 $5.3M
Advisors Asset Management, Inc. 0.10% Add +44.3% 689,698 $5.2M
Raymond James Financial Services Advisors, Inc. 0.01% Add +7.5% 621,772 $4.6M
Stifel Financial Corp. 0.00% Add +1.1% 556,137 $4.2M
Moors & Cabot, Inc. 0.21% Reduce -0.6% 539,329 $4.0M
Janney Montgomery Scott LLC 0.01% Add +0.8% 536,937 $4.0M
Stratos Wealth Partners, LTD. 0.06% Reduce -0.7% 528,857 $4.0M
Rothschild Investment LLC 0.27% Reduce -1.1% 522,885 $3.9M
Baird Financial Group, Inc. 0.01% Reduce -1.1% 477,265 $3.6M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -5.2% 450,224 $3.4M
Protective Life Corp. 100.00% No change 440,000 $3.3M
Cerity Partners LLC 0.01% Add +26.0% 432,424 $3.2M
Lido Advisors, LLC 0.02% Reduce -0.9% 396,961 $3.0M
Cetera Investment Advisers 0.01% Add +15.5% 398,939 $3.0M
Campbell Capital Management Inc. 1.28% Reduce -0.1% 398,605 $3.0M
Prevail Innovative Wealth Advisors, LLC 0.99% Add +307.7% 376,070 $2.8M
Truist Financial Corp. 0.00% Add +3.9% 347,544 $2.6M
Sowell Financial Services LLC 0.12% Reduce -0.4% 328,807 $2.5M
Chicago Partners Investment Group LLC 0.09% Add +1.1% 303,827 $2.3M
Rareview Capital LLC 2.07% Add +0.0% 289,928 $2.2M
First Trust Advisors LP 0.00% Add +2.3% 287,016 $2.1M
Fiera Capital Corp 0.01% No change 277,253 $2.1M
NewEdge Advisors, LLC 0.01% Add +2.8% 251,858 $1.9M
CoreCap Advisors, LLC 0.18% Reduce -2.7% 234,410 $1.8M
DAVENPORT & Co LLC 0.01% Add +5.5% 232,045 $1.7M
Fca Corp. 0.50% Add +2.6% 208,944 $1.6M
MSH Capital Advisors LLC 0.51% Add +4.0% 204,062 $1.5M
Petra Financial Advisors Inc. 1.08% Reduce -1.9% 200,937 $1.5M
Jupiter Wealth Management LLC 0.74% No change 182,794 $1.4M
Sanctuary Advisors, LLC 0.01% — 185,385 $1.3M
Geneos Wealth Management Inc. 0.05% Add +5.5% 161,103 $1.2M
Thrivent Financial for Lutherans 0.00% No change 158,412 $1.2M
Choreo, LLC 0.02% Add +88.7% 157,280 $1.2M
Private Advisor Group, LLC 0.01% Reduce -17.0% 145,626 $1.1M
Mariner, LLC 0.00% Add +4.2% 112,543 $841K
E&G Advisors, LLC 0.24% Reduce -2.6% 109,450 $817K
Pathstone Holdings, LLC 0.00% Reduce -77.3% 108,054 $807K
Kestra Advisory Services, LLC 0.00% Reduce -3.9% 104,649 $782K
Melfa Wealth Management, Inc. 0.54% Reduce -0.1% 104,357 $780K
Palogic Value Management, L.P. 0.32% Reduce -1.0% 101,305 $757K
Samalin Investment Counsel, LLC 0.33% Add +0.5% 95,246 $711K
Cary Street Partners Investment Advisory LLC 0.03% Reduce -4.5% 95,204 $711K
Wela Strategies, Inc. 0.32% Add +3.7% 92,535 $691K
Shulman DeMeo Asset Management LLC 0.18% Reduce -0.2% 90,523 $676K
Benchmark Investment Advisors LLC 0.48% No change 88,000 $657K
Wealthcare Advisory Partners LLC 0.02% Reduce -6.3% 85,512 $639K
Atria Wealth Solutions, Inc. 0.01% Add +12.8% 83,287 $626K
Accel Wealth Management 0.25% Reduce -1.8% 82,597 $617K
Landscape Capital Management, L.L.C. 0.05% Reduce -81.6% 80,584 $602K
All Season Financial Advisors, Inc. 0.54% Reduce -5.0% 79,699 $595K
Principal Securities, Inc. 0.02% Reduce -1.5% 79,394 $593K
Marino, Stram & Associates LLC 0.14% No change 79,161 $591K
Wedbush Securities Inc. 0.02% Reduce -23.5% 78,902 $589K
Diversify Advisory Services, LLC 0.03% No change 73,000 $549K
Level Four Advisory Services, LLC 0.02% Reduce -6.2% 71,636 $535K
HighTower Advisors, LLC 0.00% Reduce -19.3% 71,701 $533K
Comerica Bank 0.00% Reduce -18.5% 71,306 $533K
Stolper Co 0.18% Reduce -0.6% 68,398 $511K
RVW Wealth, LLC 0.04% No change 58,500 $437K
Mosaic Family Wealth Partners, LLC 0.07% Reduce -1.7% 58,444 $437K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.4% 58,433 $436K
HUB Investment Partners, LLC 0.02% Reduce -0.0% 58,255 $435K
Walled Lake Planning & Wealth Management, LLC 0.17% No change 55,269 $413K
Townsquare Capital LLC 0.01% Reduce -1.0% 53,728 $401K
Gridiron Partners, LLC 0.25% No change 52,969 $396K
Sage Capital Advisors,llc 0.11% Add +17.8% 52,358 $391K
Harbour Investments, Inc. 0.01% No change 51,939 $388K
B. Riley Wealth Advisors, Inc. 0.01% Add +354.9% 51,341 $387K
Live Oak Private Wealth LLC 0.07% No change 51,460 $384K
Advisory Services Network, LLC 0.01% Add +321.4% 50,505 $377K
Ameritas Advisory Services, LLC 0.01% Reduce -1.7% 49,710 $371K
International Assets Investment Management, LLC 0.03% Reduce -1.5% 48,575 $363K
One Wealth Management Investment & Advisory Services, LLC 0.14% No change 47,965 $358K
Oppenheimer & Co. Inc. 0.01% Add +0.1% 47,165 $352K
Prospera Financial Services Inc 0.01% Add +90.9% 46,754 $349K
49 Wealth Management, LLC 0.07% No change 46,409 $346K
Spire Wealth Management 0.01% Reduce -46.0% 46,220 $345K

"% 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 281 holders