Nuveen Prefered & Income OppJPC
13F holders, Q3 2024 (September 30)288holders +7
36new positions
32sold out
2famous investors
$8.07avg. 13F price*
At the end of Q3 2024, 288 institutions reported holding Nuveen Prefered & Income Opp (JPC) in their 13F filings, up 7 from Q2 2024. 36 opened new positions and 32 sold out. The largest holders were Morgan Stanley ($75.7M), Sit Investment Associates Inc. ($42.2M) and UBS Group AG ($32.4M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Nuveen Prefered & Income Opp
- CUSIP
- 67073B106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $5.2M |
| Exits | 32 | $53.2M |
All 13F filers, Q2 2024 → Q3 2024: 3,328,172 shares bought and 16,312,567 shares sold, net −12,984,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 288 holders
| Morgan Stanley | 0.01% | Reduce -24.2% | 9,376,929 | $75.7M |
| Sit Investment Associates Inc. | 0.94% | Reduce -15.7% | 5,229,530 | $42.2M |
| UBS Group AG | 0.01% | Add +13.4% | 4,010,312 | $32.4M |
| Wells Fargo & Company | 0.01% | Add +0.8% | 3,461,315 | $27.9M |
| LPL Financial LLC | 0.01% | Add +2.8% | 3,415,069 | $27.6M |
| Invesco Ltd. | 0.01% | Reduce -22.3% | 3,211,532 | $25.9M |
| Bank of America Corp. | 0.00% | Reduce -3.0% | 3,198,706 | $25.8M |
| Raymond James & Associates | 0.01% | Add +8.0% | 2,562,498 | $20.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +4.8% | 2,193,784 | $17.7M |
| Cohen & Steers, Inc. | 0.02% | No change | 1,365,741 | $11.0M |
| Capital Investment Advisors, LLC | 0.18% | Add +5.2% | 1,069,296 | $8.6M |
| Greatmark Investment Partners, Inc. | 1.12% | Reduce -0.8% | 1,022,242 | $8.2M |
| Guggenheim Capital LLC | 0.06% | Add +32.8% | 1,015,315 | $8.2M |
| Hennion & Walsh Asset Management, Inc. | 0.35% | Add +12.1% | 918,156 | $7.4M |
| Advisors Asset Management, Inc. | 0.13% | Add +24.3% | 857,035 | $6.9M |
| Captrust Financial Advisors | 0.02% | Add +19.3% | 844,947 | $6.8M |
| Royal Bank of Canada | 0.00% | Add +0.3% | 751,348 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Add +0.7% | 714,553 | $5.8M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +7.2% | 666,648 | $5.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.3% | 622,813 | $5.0M |
| Penserra Capital Management LLC | 0.11% | Reduce -67.3% | 620,969 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +13.8% | 611,042 | $4.9M |
| Thomas J. Herzfeld Advisors, Inc. | 1.52% | Reduce -46.3% | 563,822 | $4.6M |
| Stifel Financial Corp. | 0.00% | Reduce -0.2% | 554,891 | $4.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -48.5% | 544,682 | $4.4M |
| Moors & Cabot, Inc. | 0.22% | Add +0.5% | 541,845 | $4.4M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +0.2% | 530,063 | $4.3M |
| Cerity Partners LLC | 0.01% | Add +19.2% | 515,543 | $4.2M |
| Rothschild Investment LLC | 0.27% | Reduce -1.7% | 514,042 | $4.1M |
| Baird Financial Group, Inc. | 0.01% | Add +1.5% | 484,589 | $3.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +0.9% | 454,322 | $3.7M |
| Protective Life Corp. | 100.00% | No change | 440,000 | $3.6M |
| Cetera Investment Advisers | 0.01% | Add +5.8% | 422,235 | $3.4M |
| Lido Advisors, LLC | 0.02% | No change | 396,961 | $3.2M |
| Campbell Capital Management Inc. | 1.26% | Reduce -1.3% | 393,267 | $3.2M |
| Truist Financial Corp. | 0.00% | Reduce -4.8% | 330,895 | $2.7M |
| Chicago Partners Investment Group LLC | 0.09% | Add +4.5% | 317,337 | $2.6M |
| Sowell Financial Services LLC | 0.12% | Reduce -5.6% | 310,378 | $2.5M |
| Rareview Capital LLC | 1.75% | No change | 289,928 | $2.3M |
| Fiera Capital Corp | 0.01% | Add +2.6% | 284,541 | $2.3M |
| First Trust Advisors LP | 0.00% | Reduce -3.9% | 275,794 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Add +15.3% | 267,470 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +4.0% | 262,070 | $2.1M |
| Jane Street Group, LLC | 0.00% | Add +1188.0% | 243,162 | $2.0M |
| Prevail Innovative Wealth Advisors, LLC | 0.59% | Reduce -36.7% | 238,150 | $1.9M |
| CoreCap Advisors, LLC | 0.09% | Reduce -0.1% | 234,072 | $1.9M |
| Fca Corp. | 0.55% | Add +6.9% | 223,366 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +13.4% | 210,234 | $1.7M |
| MSH Capital Advisors LLC | 0.50% | Add +0.2% | 204,504 | $1.7M |
| Thrivent Financial for Lutherans | 0.00% | Add +15.8% | 183,412 | $1.5M |
| Geneos Wealth Management Inc. | 0.05% | Add +3.8% | 167,238 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +7.2% | 156,035 | $1.3M |
| Millennium Management | 0.00% | Add +224.6% | 122,436 | $988K |
| HighTower Advisors, LLC | 0.00% | Add +67.9% | 120,390 | $969K |
| Choreo, LLC | 0.01% | Reduce -23.8% | 119,868 | $966K |
| Kestra Advisory Services, LLC | 0.01% | Add +11.7% | 116,935 | $944K |
| E&G Advisors, LLC | 0.24% | Reduce -1.5% | 107,850 | $869K |
| AQR Arbitrage LLC | 0.03% | Reduce -91.5% | 103,913 | $839K |
| Mariner, LLC | 0.00% | Reduce -8.1% | 103,417 | $835K |
| Samalin Investment Counsel, LLC | 0.36% | Add +6.4% | 101,361 | $818K |
| Palogic Value Management, L.P. | 0.33% | No change | 101,305 | $818K |
| Melfa Wealth Management, Inc. | 0.54% | Reduce -3.1% | 101,117 | $816K |
| Cary Street Partners Investment Advisory LLC | 0.03% | Reduce -2.4% | 92,904 | $750K |
| Shulman DeMeo Asset Management LLC | 0.18% | Add +0.1% | 90,566 | $731K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +3.7% | 88,699 | $716K |
| Benchmark Investment Advisors LLC | 0.51% | No change | 88,000 | $710K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +65.8% | 85,114 | $686K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +1.0% | 84,143 | $682K |
| Comerica Bank | 0.00% | Add +18.1% | 84,190 | $679K |
| Bramshill Investments, LLC | 0.07% | Add +1368.5% | 81,091 | $654K |
| Triumph Capital Management | 0.23% | New | 80,211 | $653K |
| Accel Wealth Management | 0.24% | Reduce -2.4% | 80,646 | $651K |
| All Season Financial Advisors, Inc. | 0.55% | Add +0.7% | 80,239 | $648K |
| Marino, Stram & Associates LLC | 0.14% | No change | 79,161 | $639K |
| Level Four Advisory Services, LLC | 0.03% | Add +9.9% | 78,738 | $633K |
| Wedbush Securities Inc. | 0.02% | Reduce -5.3% | 74,687 | $603K |
| Principal Securities, Inc. | 0.01% | Reduce -5.9% | 74,700 | $603K |
| &partners | 0.01% | New | 73,315 | $592K |
| Diversify Advisory Services, LLC | 0.03% | No change | 73,000 | $591K |
| Stolper Co | 0.18% | Reduce -1.7% | 67,219 | $542K |
| Spire Wealth Management | 0.02% | Add +40.5% | 64,947 | $524K |
| Mercer Global Advisors Inc. | 0.00% | Add +75.8% | 63,918 | $515K |
| Wela Strategies, Inc. | 0.21% | Reduce -36.2% | 59,040 | $476K |
| RVW Wealth, LLC | 0.04% | No change | 58,500 | $472K |
| Mosaic Family Wealth Partners, LLC | 0.07% | No change | 58,444 | $472K |
| Centurion Wealth Management LLC | 0.15% | — | 58,235 | $470K |
| Shaker Financial Services, LLC | 0.17% | New | 57,000 | $464K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.8% | 57,388 | $463K |
| Carson Advisory Inc. | 0.28% | Add +48.3% | 55,638 | $449K |
| Goldman Sachs Group Inc. | 0.00% | New | 55,500 | $448K |
| Walled Lake Planning & Wealth Management, LLC | 0.17% | No change | 55,269 | $446K |
| Sage Capital Advisors,llc | 0.12% | Add +4.7% | 54,827 | $442K |
| Townsquare Capital LLC | 0.01% | Add +0.1% | 53,802 | $434K |
| Gridiron Partners, LLC | 0.26% | No change | 52,969 | $427K |
| Live Oak Private Wealth LLC | 0.07% | No change | 51,460 | $415K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.9% | 50,951 | $411K |
| International Assets Investment Management, LLC | 0.03% | Add +0.1% | 48,626 | $392K |
| XTX Topco Ltd | 0.03% | Add +311.0% | 48,226 | $389K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.4% | 47,358 | $382K |
| Ameritas Advisory Services, LLC | 0.02% | Reduce -5.3% | 47,052 | $380K |
"% of holder's portfolio" is JPC's weight in each manager's 13F, not the share of Nuveen Prefered & Income Opp the manager owns.