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
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $2.2M |
| Exits | 30 | $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 |
| Transcend Capital Advisors, LLC | 0.02% | Add +8.5% | 45,935 | $343K |
| Operose Advisors LLC | 0.12% | No change | 44,465 | $332K |
| Park Avenue Securities LLC | 0.00% | Reduce -86.4% | 44,447 | $332K |
| Independent Financial Group, LLC | 0.01% | Add +19.1% | 44,394 | $332K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.16% | Add +12.8% | 44,000 | $329K |
| Investmark Advisory Group LLC | 0.17% | Add +3.2% | 43,859 | $328K |
| Raymond James Trust N.A. | 0.01% | Reduce -3.2% | 43,103 | $322K |
| Avantax Advisory Services, Inc. | 0.00% | Add +16.8% | 41,676 | $311K |
| Burney Co./ | 0.01% | Reduce -16.7% | 40,734 | $304K |
| Summit Trail Advisors, LLC | 0.01% | New | 39,289 | $296K |
| Catalina Capital Group, LLC | 0.11% | No change | 39,429 | $295K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | Reduce -2.1% | 38,073 | $284K |
| Millennium Management | 0.00% | No change | 37,714 | $282K |
| Carson Advisory Inc. | 0.20% | Add +11.3% | 37,510 | $280K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -15.1% | 37,504 | $280K |
| James Investment Research, Inc. | 0.03% | No change | 36,500 | $273K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -5.0% | 36,349 | $272K |
| Whittier Trust Co. | 0.00% | Reduce -60.9% | 35,774 | $267K |
| Penbrook Management LLC | 0.15% | No change | 33,621 | $251K |
| Shufro Rose & Co. LLC | 0.02% | Add +8.1% | 33,373 | $249K |
| Prairie Wealth Advisors, Inc. | 0.13% | Reduce -3.4% | 33,068 | $249K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -74.2% | 33,245 | $248K |
| StoneX Group Inc. | 0.02% | Reduce -0.5% | 32,694 | $246K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Reduce -13.9% | 32,688 | $244K |
| Private Trust Co. NA | 0.03% | No change | 31,169 | $233K |
| Bank of New York Mellon Corp | 0.00% | Add +10.2% | 30,076 | $225K |
| NWF Advisory Services Inc. | 0.03% | Reduce -3.3% | 29,150 | $218K |
| Advisor OS, LLC | 0.02% | Add +0.3% | 29,016 | $217K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +2.9% | 28,094 | $210K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 27,439 | $205K |
| Caldwell Sutter Capital, Inc. | 0.10% | No change | 27,144 | $203K |
| Ieq Capital, LLC | 0.00% | Reduce -5.8% | 25,003 | $187K |
| Keybank National Association | 0.00% | No change | 24,921 | $186K |
| Calamos Advisors LLC | 0.00% | New | 24,878 | $186K |
| CSS LLC | 0.04% | Reduce -51.9% | 24,805 | $185K |
| Fortitude Advisory Group L.L.C. | 0.11% | No change | 24,297 | $181K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -11.8% | 24,253 | $181K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -7.8% | 23,732 | $179K |
| Berger Financial Group, Inc | 0.01% | Reduce -5.3% | 23,682 | $177K |
| J. L. Bainbridge & Co., Inc. | 0.02% | No change | 23,399 | $175K |
| Fifth Third Bancorp | 0.00% | No change | 22,115 | $165K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Add +7.0% | 21,826 | $163K |
| Wesbanco Bank Inc. | 0.01% | Add +1.9% | 21,550 | $161K |
| WealthTrust Axiom LLC | 0.05% | Reduce -4.0% | 21,442 | $160K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 21,424 | $160K |
| LexAurum Advisors, LLC | 0.04% | Reduce -51.7% | 21,372 | $160K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -8.9% | 21,134 | $158K |
| International Private Wealth Advisors LLC | 0.27% | Add +1.9% | 21,061 | $157K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -25.3% | 20,793 | $155K |
| Realta Investment Advisors | 0.03% | Add +2.9% | 20,216 | $151K |
| Tsfg, LLC | 0.04% | No change | 20,222 | $151K |
| Parsons Capital Management Inc. | 0.01% | Reduce -34.5% | 19,997 | $149K |
| Meridian Investment Counsel Inc. | 0.05% | Reduce -9.2% | 19,850 | $148K |
| Waterfront Wealth Inc. | 0.04% | Reduce -9.1% | 19,772 | $148K |
| Kovack Advisors, Inc. | 0.02% | New | 19,763 | $148K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 19,534 | $146K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +15.1% | 19,279 | $144K |
| Jane Street Group, LLC | 0.00% | New | 18,879 | $141K |
| Concorde Asset Management, LLC | 0.09% | New | 18,851 | $141K |
| CIBC Private Wealth Group LLC | 0.00% | Add +57.0% | 18,119 | $136K |
| Corient Private Wealth LP | 0.00% | Reduce -64.6% | 18,176 | $136K |
| Wealth Advisory Solutions, LLC | 0.04% | Add +29.1% | 18,072 | $135K |
| MML Investors Services, LLC | 0.00% | Reduce -6.3% | 17,817 | $133K |
| Mgo One Seven LLC | 0.01% | Reduce -23.7% | 17,154 | $128K |
| Second Line Capital, LLC | 0.04% | Add +34.6% | 16,892 | $127K |
| D.A. Davidson & Co. | 0.00% | Reduce -28.0% | 16,958 | $127K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -15.9% | 16,892 | $126K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 16,714 | $125K |
| Belpointe Asset Management LLC | 0.01% | No change | 16,546 | $124K |
| MKT Advisors LLC | 0.06% | No change | 16,061 | $121K |
| Stonegate Investment Group, LLC | 0.00% | No change | 15,988 | $119K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 15,899 | $119K |
| Gill Capital Partners, LLC | 0.05% | No change | 15,735 | $118K |
| Tyche Wealth Partners LLC | 0.03% | No change | 15,726 | $117K |
| HTLF Bank | 0.01% | No change | 15,683 | $117K |
| Glass Jacobson Investment Advisors llc | 0.04% | Reduce -8.9% | 15,676 | $117K |
| Schechter Investment Advisors, LLC | 0.01% | Add +17.9% | 15,593 | $116K |
| Clearstead Advisors, LLC | 0.00% | New | 15,593 | $116K |
| CENTRAL TRUST Co | 0.00% | Reduce -11.3% | 15,521 | $116K |
| Titleist Asset Management, LLC | 0.02% | No change | 15,491 | $116K |
| Financial Advocates Investment Management | 0.01% | Add +0.1% | 15,124 | $113K |
| Smith Chas P & Associates Pa Cpas | 0.01% | Add +50.0% | 15,000 | $112K |
| GUNN & Co INVESTMENT MANAGEMENT, INC. | 0.01% | New | 15,000 | $112K |
| 180 Wealth Advisors, LLC | 0.02% | Reduce -2.0% | 14,206 | $109K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +112.9% | 14,145 | $109K |
| Nomura Holdings Inc. | 0.00% | No change | 14,482 | $108K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 14,129 | $106K |
| Beacon Financial Group | 0.01% | Add +2.0% | 13,981 | $104K |
| VeraBank, N.A. | 0.03% | No change | 13,658 | $102K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.1% | 13,566 | $101K |
| Hollencrest Capital Management | 0.00% | Add +1.5% | 13,559 | $101K |
| Valley Brook Capital Group, Inc. | 0.08% | No change | 13,489 | $101K |
| Occidental Asset Management, LLC | 0.02% | Add +6.9% | 13,411 | $100K |
| Tradition Wealth Management, LLC | 0.01% | No change | 13,369 | $100K |
| Beacon Capital Management, LLC | 0.02% | Add +0.1% | 13,211 | $99K |
| Equitable Holdings, Inc. | 0.00% | Add +4.1% | 13,046 | $97K |
| Apollon Wealth Management, LLC | 0.00% | Add +10.6% | 12,915 | $96K |
| Smith Shellnut Wilson LLC | 0.05% | No change | 12,855 | $96K |
| Marcum Wealth, LLC | 0.01% | New | 12,829 | $96K |
| Creative Planning | 0.00% | New | 12,465 | $93K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -7.4% | 12,324 | $92K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.04% | No change | 12,000 | $92K |
| Future Financial Wealth Managment LLC | 0.08% | No change | 12,000 | $90K |
| Sigma Planning Corp | 0.00% | New | 11,795 | $88K |
| XTX Topco Ltd | 0.01% | Reduce -70.7% | 11,735 | $88K |
| GDS Wealth Management | 0.01% | New | 11,667 | $87K |
| Pathway Financial Advisers, LLC | 0.03% | Add +0.6% | 11,577 | $86K |
| XML Financial, LLC | 0.01% | New | 11,555 | $86K |
| Two Sigma Securities, LLC | 0.00% | New | 11,529 | $86K |
| LifeSteps Financial, Inc. | 0.07% | No change | 11,520 | $86K |
| Strategic Financial Concepts, LLC | 0.05% | Add +349.1% | 92,294 | $84K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | Reduce -18.1% | 11,242 | $84K |
| Beacon Financial Advisory LLC | 0.03% | Add +0.3% | 11,171 | $83K |
| Blue Barn Wealth, LLC | 0.05% | No change | 10,840 | $81K |
| PSI Advisors, LLC | 0.03% | Add +66.4% | 10,816 | $81K |
| RFG Advisory, LLC | 0.00% | Add +5.8% | 10,806 | $81K |
| DF Dent & Co. Inc. | 0.00% | New | 10,688 | $80K |
| Anchor Investment Management, LLC | 0.01% | Add +0.3% | 10,558 | $79K |
| M Holdings Securities, Inc. | 0.01% | New | 10,250 | $77K |
| Watershed Private Wealth LLC | 0.03% | Reduce -39.6% | 10,180 | $76K |
| Good Life Advisors, LLC | 0.01% | Add +0.3% | 10,158 | $76K |
| Coastline Trust Co | 0.01% | No change | 10,143 | $76K |
| CoreFirst Bank & Trust | 0.05% | No change | 10,092 | $75K |
| Certified Advisory Corp | 0.01% | New | 10,075 | $75K |
| Pacific Wealth Strategies Group, Inc. | 0.06% | No change | 10,000 | $75K |
| Abel Hall, LLC | 0.05% | No change | 10,000 | $75K |
| Cwm, LLC | 0.00% | Add +0.8% | 9,207 | $69K |
| Financial Gravity Asset Management, Inc. | 0.02% | No change | 9,221 | $69K |
| Lanark Financial, Inc. | 0.01% | No change | 8,218 | $61K |
| Gilliland Jeter Wealth Management LLC | 0.02% | Add +2.0% | 7,728 | $58K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 7,409 | $56K |
| US Bancorp \de | 0.00% | Reduce -44.8% | 7,130 | $53K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +1.1% | 5,793 | $42K |
| Bramshill Investments, LLC | 0.00% | Reduce -51.2% | 5,522 | $41K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,944 | $37K |
| RE Dickinson Investment Advisors, LLC | 0.02% | No change | 4,708 | $35K |
| Sound Income Strategies, LLC | 0.00% | No change | 3,998 | $30K |
| Farther Finance Advisors, LLC | 0.00% | New | 3,637 | $27K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,419 | $26K |
| Opal Wealth Advisors, LLC | 0.01% | New | 3,449 | $26K |
| Hexagon Capital Partners LLC | 0.01% | No change | 3,385 | $25K |
| Creekmur Asset Management LLC | 0.01% | Reduce -37.3% | 3,177 | $24K |
| Abich Financial Wealth Management LLC | 0.02% | New | 2,968 | $22K |
| Citigroup Inc. | 0.00% | Add +0.9% | 2,567 | $19K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -59.0% | 2,462 | $18K |
| AdvisorNet Financial, Inc | 0.00% | Add +2.0% | 2,316 | $17K |
| Blue Trust, Inc. | 0.00% | No change | 2,398 | $17K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -0.2% | 2,386 | $17K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 1,977 | $15K |
| Hilltop National Bank | 0.00% | No change | 1,977 | $15K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 1,977 | $15K |
| Concord Wealth Partners | 0.00% | Add +2.0% | 1,971 | $15K |
| Caldwell Trust Co | 0.00% | No change | 1,908 | $14K |
| Main Street Group, LTD | 0.01% | No change | 1,681 | $13K |
| City Holding Co. | 0.00% | No change | 1,435 | $11K |
| Citizens National Bank Trust Department | 0.00% | No change | 1,400 | $10K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,229 | $9K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -46.4% | 1,154 | $9K |
| Coppell Advisory Solutions LLC | 0.00% | — | 1,105 | $8K |
| 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 |
| Triad Wealth Partners, LLC | 0.00% | New | 965 | $7K |
| Gen-Wealth Partners Inc | 0.00% | No change | 929 | $7K |
| Castleview Partners, LLC | 0.00% | New | 814 | $6K |
| Parallel Advisors, LLC | 0.00% | No change | 630 | $5K |
| Assetmark, Inc. | 0.00% | Reduce -13.9% | 612 | $5K |
| Russell Investments Group, Ltd. | 0.00% | New | 609 | $5K |
| IFP Advisors, Inc | 0.00% | New | 500 | $4K |
| Balefire, LLC | 0.00% | No change | 494 | $4K |
| Mather Group, Llc. | 0.00% | New | 481 | $3K |
| Wetzel Investment Advisors, Inc. | 0.00% | New | 477 | $3K |
| LRI Investments, LLC | 0.00% | Add +1.9% | 423 | $3K |
| JPMorgan Chase & Co. | 0.00% | No change | 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% | No change | 200 | $1K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 87 | $650 |
| Gleason Group, Inc. | 0.00% | No change | 21 | $157 |
| Global Retirement Partners, LLC | 0.00% | Reduce -97.1% | 20 | $149 |
"% of holder's portfolio" is JPC's weight in each manager's 13F, not the share of Nuveen Prefered & Income Opp the manager owns.