Nuveen Prefered & Income OppJPC
13F holders, Q4 2024 (December 31)297holders +9
33new positions
39sold out
2famous investors
$7.86avg. 13F price*
At the end of Q4 2024, 297 institutions reported holding Nuveen Prefered & Income Opp (JPC) in their 13F filings, up 9 from Q3 2024. 33 opened new positions and 39 sold out. The largest holders were Morgan Stanley ($60.2M), Sit Investment Associates Inc. ($37.3M) and UBS Group AG ($33.1M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $10.1M |
| Exits | 39 | $17.1M |
All 13F filers, Q3 2024 → Q4 2024: 4,003,465 shares bought and 7,048,173 shares sold, net −3,044,708 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 297 holders
| Morgan Stanley | 0.00% | Reduce -18.4% | 7,656,478 | $60.2M |
| Sit Investment Associates Inc. | 0.85% | Reduce -9.2% | 4,747,959 | $37.3M |
| UBS Group AG | 0.01% | Add +5.1% | 4,213,105 | $33.1M |
| Bank of America Corp. | 0.00% | Add +18.7% | 3,796,422 | $29.8M |
| LPL Financial LLC | 0.01% | Add +0.2% | 3,421,081 | $26.9M |
| Wells Fargo & Company | 0.01% | Reduce -3.4% | 3,345,453 | $26.3M |
| Raymond James Financial Inc. | 0.01% | — | 3,292,438 | $25.9M |
| Invesco Ltd. | 0.00% | Reduce -9.3% | 2,914,139 | $22.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +3.3% | 2,265,127 | $17.8M |
| Guggenheim Capital LLC | 0.08% | Add +26.7% | 1,286,715 | $10.1M |
| Advisors Asset Management, Inc. | 0.15% | Add +24.1% | 1,063,526 | $8.4M |
| Cohen & Steers, Inc. | 0.01% | Reduce -27.1% | 995,741 | $7.8M |
| Greatmark Investment Partners, Inc. | 1.06% | Reduce -2.8% | 994,010 | $7.8M |
| Captrust Financial Advisors | 0.02% | Add +7.0% | 903,982 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Add +13.7% | 812,137 | $6.4M |
| Hennion & Walsh Asset Management, Inc. | 0.28% | Reduce -14.0% | 789,682 | $6.2M |
| Royal Bank of Canada | 0.00% | Add +3.4% | 777,149 | $6.1M |
| Penserra Capital Management LLC | 0.10% | Add +7.2% | 665,815 | $5.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.6% | 645,118 | $5.1M |
| Stifel Financial Corp. | 0.00% | Add +6.0% | 588,217 | $4.6M |
| Cerity Partners LLC | 0.01% | Add +10.9% | 571,685 | $4.5M |
| Moors & Cabot, Inc. | 0.21% | Add +3.2% | 559,341 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.8% | 523,923 | $4.1M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -1.5% | 521,997 | $4.1M |
| Rothschild Investment LLC | 0.26% | Reduce -2.1% | 503,105 | $4.0M |
| Thoma Capital Management LLC | 2.52% | — | 467,245 | $3.7M |
| Cetera Investment Advisers | 0.01% | Add +7.1% | 452,375 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.8% | 446,237 | $3.5M |
| Protective Life Corp. | 100.00% | No change | 440,000 | $3.5M |
| Fca Corp. | 1.07% | Add +95.5% | 436,615 | $3.4M |
| Lido Advisors, LLC | 0.02% | Add +1.1% | 401,233 | $3.2M |
| Campbell Capital Management Inc. | 1.18% | Reduce -2.1% | 384,993 | $3.0M |
| Capital Investment Advisors, LLC | 0.06% | Reduce -65.7% | 366,653 | $2.9M |
| Smith Asset Management Co., LLC | 2.76% | — | 360,091 | $2.8M |
| Baird Financial Group, Inc. | 0.01% | Reduce -27.5% | 351,192 | $2.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -46.4% | 333,734 | $2.6M |
| Chicago Partners Investment Group LLC | 0.09% | Add +1.3% | 321,537 | $2.6M |
| Truist Financial Corp. | 0.00% | Reduce -1.2% | 326,913 | $2.6M |
| Ibex Wealth Advisors | 0.30% | New | 326,705 | $2.6M |
| Sowell Financial Services LLC | 0.13% | Add +1.1% | 313,912 | $2.5M |
| Prelude Capital Management, LLC | 0.20% | New | 300,000 | $2.4M |
| First Trust Advisors LP | 0.00% | Add +1.8% | 280,632 | $2.2M |
| Fiera Capital Corp | 0.01% | Reduce -3.0% | 275,879 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.0% | 262,100 | $2.1M |
| NewEdge Advisors, LLC | 0.01% | Reduce -1.9% | 256,971 | $2.0M |
| CoreCap Advisors, LLC | 0.09% | Add +2.2% | 239,134 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +5.9% | 222,582 | $1.8M |
| MSH Capital Advisors LLC | 0.50% | Reduce -1.9% | 200,704 | $1.6M |
| Wealth Advisory Solutions, LLC | 0.44% | Add +551.9% | 200,593 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Add +65.2% | 198,911 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -6.4% | 171,712 | $1.3M |
| Geneos Wealth Management Inc. | 0.05% | Add +2.4% | 171,316 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +32.8% | 155,302 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -6.0% | 146,674 | $1.2M |
| &partners | 0.01% | Add +78.5% | 130,838 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +148.2% | 125,336 | $985K |
| Samalin Investment Counsel, LLC | 0.36% | Add +4.8% | 106,191 | $835K |
| Cary Street Partners Financial LLC | 0.03% | — | 103,559 | $814K |
| Palogic Value Management, L.P. | 0.33% | No change | 101,305 | $796K |
| Melfa Wealth Management, Inc. | 0.52% | Reduce -1.3% | 99,767 | $784K |
| E&G Advisors, LLC | 0.20% | Reduce -13.2% | 93,650 | $735K |
| Shulman DeMeo Asset Management LLC | 0.19% | Add +0.0% | 90,600 | $712K |
| Benchmark Investment Advisors LLC | 0.45% | No change | 88,000 | $692K |
| Mariner, LLC | 0.00% | Reduce -15.3% | 87,577 | $688K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -6.9% | 82,573 | $649K |
| Bramshill Investments, LLC | 0.10% | Add +1.7% | 82,441 | $648K |
| Triumph Capital Management | 0.22% | Add +1.7% | 81,578 | $641K |
| Marino, Stram & Associates LLC | 0.14% | No change | 79,161 | $622K |
| Accel Wealth Management | 0.23% | Reduce -3.8% | 77,578 | $610K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -9.1% | 76,473 | $601K |
| Diversify Wealth Management, LLC | 0.05% | New | 73,000 | $581K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -6.8% | 73,423 | $577K |
| Wedbush Securities Inc. | 0.02% | Reduce -2.4% | 72,874 | $573K |
| Principal Securities, Inc. | 0.01% | Reduce -4.8% | 71,141 | $559K |
| RVW Wealth, LLC | 0.05% | Add +21.2% | 70,922 | $557K |
| Anchor Capital Management Group Inc | 0.20% | — | 70,000 | $550K |
| Centurion Wealth Management LLC | 0.17% | Add +19.1% | 69,378 | $545K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -21.2% | 67,050 | $527K |
| Spire Wealth Management | 0.02% | Add +3.0% | 66,903 | $526K |
| Stolper Co | 0.17% | Reduce -2.0% | 65,889 | $518K |
| Comerica Bank | 0.00% | Reduce -27.1% | 61,343 | $482K |
| Kingswood Wealth Advisors, LLC | 0.04% | Add +70.0% | 60,391 | $475K |
| Axxcess Wealth Management, LLC | 0.01% | New | 59,935 | $471K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +35.8% | 58,678 | $461K |
| Mosaic Family Wealth Partners, LLC | 0.07% | No change | 58,444 | $459K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +143.9% | 58,285 | $458K |
| Walled Lake Planning & Wealth Management, LLC | 0.16% | No change | 55,269 | $434K |
| International Assets Investment Management, LLC | 0.04% | Add +11.1% | 54,014 | $432K |
| Townsquare Capital LLC | 0.00% | Add +0.2% | 53,893 | $424K |
| Ballentine Partners, LLC | 0.01% | New | 53,693 | $422K |
| Aristides Capital LLC | 0.13% | New | 53,250 | $419K |
| Gridiron Partners, LLC | 0.26% | No change | 52,969 | $416K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -9.5% | 51,928 | $408K |
| Live Oak Private Wealth LLC | 0.07% | No change | 51,460 | $404K |
| Independent Advisor Alliance | 0.01% | New | 51,348 | $404K |
| Harbour Investments, Inc. | 0.01% | Add +0.3% | 51,076 | $401K |
| Independent Financial Group, LLC | 0.01% | Add +13.6% | 50,810 | $399K |
| Avantax Advisory Services, Inc. | 0.00% | Add +23.7% | 50,703 | $399K |
| Sage Capital Advisors,llc | 0.10% | Reduce -7.7% | 50,629 | $398K |
| Ameritas Advisory Services, LLC | 0.01% | Add +6.6% | 50,176 | $394K |
"% of holder's portfolio" is JPC's weight in each manager's 13F, not the share of Nuveen Prefered & Income Opp the manager owns.