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 |
| Advisory Services Network, LLC | 0.01% | No change | 50,505 | $377K |
| 49 Wealth Management, LLC | 0.06% | No change | 46,409 | $375K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -0.9% | 45,510 | $367K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.17% | Add +2.8% | 45,250 | $365K |
| Prospera Financial Services Inc | 0.01% | Reduce -3.9% | 44,917 | $362K |
| Independent Financial Group, LLC | 0.01% | Add +0.8% | 44,743 | $361K |
| Investmark Advisory Group LLC | 0.17% | Add +1.6% | 44,555 | $360K |
| Operose Advisors LLC | 0.12% | No change | 44,465 | $359K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +15.2% | 43,204 | $349K |
| HUB Investment Partners, LLC | 0.01% | Reduce -27.6% | 42,188 | $340K |
| GTS Securities LLC | 0.01% | New | 41,637 | $336K |
| Burney Co./ | 0.01% | Add +1.3% | 41,275 | $333K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -1.6% | 40,989 | $331K |
| Park Avenue Securities LLC | 0.00% | Reduce -7.9% | 40,924 | $330K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 38,073 | $307K |
| James Investment Research, Inc. | 0.03% | No change | 36,500 | $295K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 35,519 | $287K |
| Whittier Trust Co. | 0.00% | Reduce -2.8% | 34,787 | $281K |
| Penbrook Management LLC | 0.18% | No change | 33,621 | $271K |
| Prairie Wealth Advisors, Inc. | 0.13% | Add +0.6% | 33,268 | $271K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +1.8% | 33,274 | $269K |
| StoneX Group Inc. | 0.02% | Add +0.8% | 32,939 | $268K |
| Raymond James Trust N.A. | 0.01% | Reduce -25.9% | 31,951 | $258K |
| Private Trust Co. NA | 0.03% | No change | 31,169 | $252K |
| Shufro Rose & Co. LLC | 0.02% | No change | 33,373 | $249K |
| Wealth Advisory Solutions, LLC | 0.07% | Add +70.3% | 30,773 | $248K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +52.5% | 29,392 | $237K |
| NWF Advisory Services Inc. | 0.03% | No change | 29,150 | $235K |
| Advisor OS, LLC | 0.02% | Add +0.4% | 29,139 | $235K |
| Virtu Financial LLC | 0.01% | New | 29,153 | $235K |
| Calamos Advisors LLC | 0.00% | Add +16.7% | 29,024 | $234K |
| Horizon Kinetics Asset Management LLC | 0.00% | Add +70.7% | 28,538 | $230K |
| Bank of New York Mellon Corp | 0.00% | Reduce -6.3% | 28,171 | $227K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -16.2% | 27,859 | $225K |
| Merit Financial Group, LLC | 0.01% | New | 27,646 | $223K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 27,439 | $221K |
| Caldwell Sutter Capital, Inc. | 0.10% | No change | 27,144 | $219K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -6.5% | 26,253 | $212K |
| Western Wealth Management, LLC | 0.01% | New | 25,608 | $207K |
| Pathstone Holdings, LLC | 0.00% | Reduce -76.6% | 25,260 | $204K |
| Fortitude Advisory Group L.L.C. | 0.13% | Add +3.8% | 25,220 | $204K |
| Ieq Capital, LLC | 0.00% | No change | 25,003 | $202K |
| Keybank National Association | 0.00% | No change | 24,921 | $201K |
| Catalina Capital Group, LLC | 0.07% | Reduce -38.0% | 24,437 | $197K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Add +2.9% | 24,075 | $194K |
| Snowden Capital Advisors LLC | 0.01% | No change | 23,732 | $193K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.4% | 23,901 | $193K |
| Fifth Third Bancorp | 0.00% | Add +7.6% | 23,796 | $192K |
| Berger Financial Group, Inc | 0.01% | Reduce -0.7% | 23,517 | $190K |
| DRW Securities, LLC | 0.01% | New | 21,800 | $176K |
| WealthTrust Axiom LLC | 0.05% | Add +1.6% | 21,782 | $176K |
| International Private Wealth Advisors LLC | 0.26% | Add +2.4% | 21,572 | $174K |
| Wesbanco Bank Inc. | 0.01% | Reduce -0.2% | 21,511 | $174K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 21,424 | $173K |
| LexAurum Advisors, LLC | 0.04% | No change | 21,372 | $172K |
| Sage Capital Management, LLC | 0.08% | New | 21,000 | $169K |
| Realta Investment Advisors | 0.08% | Add +0.2% | 20,257 | $164K |
| Tsfg, LLC | 0.04% | No change | 20,222 | $163K |
| Ausdal Financial Partners, Inc. | 0.02% | Reduce -5.0% | 20,080 | $162K |
| Parsons Capital Management Inc. | 0.01% | No change | 19,997 | $161K |
| Concorde Asset Management, LLC | 0.09% | Add +4.8% | 19,751 | $160K |
| Waterfront Wealth Inc. | 0.04% | No change | 19,772 | $158K |
| Noesis Capital Mangement Corp. | 0.03% | New | 17,233 | $139K |
| Summit Trail Advisors, LLC | 0.00% | Reduce -57.5% | 16,678 | $138K |
| Second Line Capital, LLC | 0.04% | No change | 16,892 | $138K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 16,892 | $136K |
| MML Investors Services, LLC | 0.00% | Reduce -5.8% | 16,789 | $135K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +17.7% | 16,645 | $134K |
| Creative Planning | 0.00% | Add +33.0% | 16,580 | $134K |
| Royal Fund Management, LLC | 0.01% | New | 16,550 | $134K |
| Belpointe Asset Management LLC | 0.01% | No change | 16,546 | $134K |
| D.A. Davidson & Co. | 0.00% | Reduce -4.1% | 16,258 | $131K |
| PSI Advisors, LLC | 0.04% | Add +49.0% | 16,116 | $130K |
| MKT Advisors LLC | 0.06% | No change | 16,061 | $129K |
| Stonegate Investment Group, LLC | 0.00% | No change | 15,988 | $129K |
| Mgo One Seven LLC | 0.01% | Reduce -6.9% | 15,973 | $129K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 15,899 | $128K |
| Kovack Advisors, Inc. | 0.01% | Reduce -20.0% | 15,809 | $128K |
| Tyche Wealth Partners LLC | 0.03% | No change | 15,726 | $127K |
| Corient Private Wealth LP | 0.00% | Reduce -13.6% | 15,704 | $127K |
| Clearstead Advisors, LLC | 0.00% | Add +0.7% | 15,696 | $127K |
| HTLF Bank | 0.01% | No change | 15,683 | $127K |
| Schechter Investment Advisors, LLC | 0.01% | No change | 15,593 | $126K |
| Titleist Asset Management, LLC | 0.02% | Reduce -0.0% | 15,490 | $125K |
| Pinnacle Wealth Planning Services, Inc. | 0.02% | Reduce -29.3% | 15,433 | $125K |
| Financial Advocates Investment Management | 0.01% | Add +0.2% | 15,151 | $122K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 15,000 | $121K |
| Gill Capital Partners, LLC | 0.04% | Reduce -6.3% | 14,747 | $119K |
| Mission Hills Financial Advisory, LLC | 0.10% | — | 14,485 | $117K |
| TCFG Wealth Management, LLC | 0.06% | — | 14,525 | $117K |
| Benjamin Edwards Inc. | 0.00% | New | 14,456 | $117K |
| Equitable Holdings, Inc. | 0.00% | Add +10.3% | 14,389 | $116K |
| Beacon Financial Group | 0.01% | Add +2.6% | 14,345 | $116K |
| 180 Wealth Advisors, LLC | 0.02% | No change | 14,206 | $115K |
| Morling Financial Advisors, LLC | 0.04% | New | 14,200 | $115K |
| Integrated Wealth Concepts LLC | 0.00% | No change | 14,129 | $114K |
| Meridian Investment Counsel Inc. | 0.03% | Reduce -30.2% | 13,850 | $112K |
| VeraBank, N.A. | 0.03% | No change | 13,658 | $110K |
| Valley Brook Capital Group, Inc. | 0.08% | No change | 13,489 | $109K |
| Glass Jacobson Investment Advisors llc | 0.04% | Reduce -14.5% | 13,402 | $108K |
| Tradition Wealth Management, LLC | 0.01% | No change | 13,369 | $108K |
| Hollencrest Capital Management | 0.00% | Reduce -1.4% | 13,362 | $108K |
| Beacon Capital Management, LLC | 0.02% | Add +0.1% | 13,222 | $107K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 13,071 | $105K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +74.1% | 12,901 | $105K |
| Two Sigma Securities, LLC | 0.01% | Add +12.7% | 12,996 | $105K |
| Smith Shellnut Wilson LLC | 0.05% | No change | 12,855 | $104K |
| Gerber Kawasaki Wealth & Investment Management | 0.00% | New | 12,840 | $104K |
| Occidental Asset Management, LLC | 0.02% | Reduce -6.6% | 12,524 | $101K |
| Sigma Planning Corp | 0.00% | Add +5.4% | 12,435 | $100K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -5.3% | 12,227 | $99K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.04% | No change | 12,000 | $96K |
| Northern Trust Corp. | 0.00% | New | 11,867 | $96K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -3.9% | 11,842 | $96K |
| US Bancorp \de | 0.00% | Add +64.1% | 11,699 | $94K |
| Pathway Financial Advisers, LLC | 0.04% | Add +0.7% | 11,661 | $94K |
| Steel Grove Capital Advisors, LLC | 0.01% | New | 11,653 | $94K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -36.3% | 11,542 | $93K |
| LifeSteps Financial, Inc. | 0.07% | No change | 11,520 | $93K |
| Beacon Financial Advisory LLC | 0.03% | Add +0.2% | 11,191 | $90K |
| Citadel Advisors | 0.00% | New | 11,119 | $90K |
| CreativeOne Wealth, LLC | 0.00% | New | 11,117 | $90K |
| Cwm, LLC | 0.00% | Add +17.9% | 10,850 | $88K |
| Blue Barn Wealth, LLC | 0.04% | No change | 10,840 | $87K |
| Strategic Financial Concepts, LLC | 0.03% | Reduce -88.3% | 10,776 | $87K |
| Anchor Investment Management, LLC | 0.01% | Add +0.4% | 10,601 | $86K |
| Certified Advisory Corp | 0.01% | Add +1.9% | 10,266 | $83K |
| Coastline Trust Co | 0.01% | No change | 10,143 | $82K |
| Pacific Wealth Strategies Group, Inc. | 0.06% | No change | 10,000 | $81K |
| Future Financial Wealth Managment LLC | 0.06% | Reduce -16.7% | 10,000 | $81K |
| Abel Hall, LLC | 0.05% | No change | 10,000 | $81K |
| Philip James Wealth Mangement, LLC | 0.01% | New | 10,000 | $81K |
| Sonora Investment Management Group, LLC | 0.01% | New | 10,000 | $81K |
| CENTRAL TRUST Co | 0.00% | Reduce -36.4% | 9,866 | $80K |
| Lanark Financial, Inc. | 0.01% | No change | 8,218 | $66K |
| Gilliland Jeter Wealth Management LLC | 0.02% | Add +2.6% | 7,930 | $64K |
| CoreFirst Bank & Trust | 0.04% | Reduce -23.7% | 7,699 | $62K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +1.4% | 5,876 | $48K |
| Ashton Thomas Securities, LLC | 0.01% | New | 5,053 | $41K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -0.0% | 4,943 | $40K |
| RE Dickinson Investment Advisors, LLC | 0.02% | No change | 4,708 | $38K |
| WASHINGTON TRUST Co | 0.00% | New | 4,440 | $36K |
| Sound Income Strategies, LLC | 0.00% | Reduce -2.5% | 3,900 | $31K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 3,419 | $28K |
| Hexagon Capital Partners LLC | 0.01% | No change | 3,385 | $27K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 3,057 | $25K |
| FNY Investment Advisers, LLC | 0.01% | New | 3,000 | $24K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -27.2% | 2,649 | $21K |
| Summit Securities Group LLC | 0.01% | New | 2,599 | $21K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 2,386 | $19K |
| Blue Trust, Inc. | 0.00% | No change | 2,398 | $18K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -4.6% | 2,210 | $18K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | Add +10.0% | 2,174 | $18K |
| Concord Wealth Partners | 0.00% | Add +2.6% | 2,023 | $16K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 1,977 | $16K |
| Hilltop National Bank | 0.00% | No change | 1,977 | $16K |
| Caldwell Trust Co | 0.00% | No change | 1,908 | $15K |
| Main Street Group, LTD | 0.01% | No change | 1,681 | $14K |
| Planned Solutions, Inc. | 0.01% | New | 1,545 | $12K |
| GHP Investment Advisors, Inc. | 0.00% | Add +24.4% | 1,529 | $12K |
| City Holding Co. | 0.00% | No change | 1,435 | $12K |
| Creekmur Asset Management LLC | 0.00% | Reduce -55.2% | 1,423 | $11K |
| Citizens National Bank Trust Department | 0.00% | No change | 1,400 | $11K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 1,342 | $11K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,154 | $9K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 1,105 | $9K |
| Transcendent Capital Group LLC | 0.00% | No change | 1,056 | $9K |
| American National Bank & Trust | 0.00% | No change | 1,003 | $8K |
| Allworth Financial LP | 0.00% | No change | 988 | $8K |
| Gen-Wealth Partners Inc | 0.00% | No change | 929 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 717 | $6K |
| Parallel Advisors, LLC | 0.00% | No change | 630 | $5K |
| Assetmark, Inc. | 0.00% | No change | 612 | $5K |
| Darwin Wealth Management, LLC | 0.00% | New | 551 | $4K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -24.3% | 461 | $4K |
| LRI Investments, LLC | 0.00% | Add +0.9% | 427 | $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% | Add +2.7% | 304 | $2K |
| Montag A & Associates Inc. | 0.00% | No change | 219 | $2K |
| Global Retirement Partners, LLC | 0.00% | Add +805.0% | 181 | $1K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 87 | $702 |
| Pflug Koory, LLC | 0.00% | — | 66 | $533 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 26 | $210 |
| Northwest Financial Advisors | 0.00% | New | 24 | $190 |
| Gleason Group, Inc. | 0.00% | Add +4.8% | 22 | $174 |
| FMR LLC | 0.00% | New | 3 | $24 |
| BlackRock, Inc. | 0.00% | — | 1 | $6 |
"% of holder's portfolio" is JPC's weight in each manager's 13F, not the share of Nuveen Prefered & Income Opp the manager owns.