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 |
| Tectonic Advisors LLC | 0.03% | New | 50,000 | $393K |
| One Wealth Capital Management, LLC | 0.19% | — | 47,965 | $377K |
| Carson Advisory Inc. | 0.26% | Reduce -14.8% | 47,433 | $373K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +60.7% | 47,237 | $371K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.17% | No change | 45,250 | $356K |
| Investmark Advisory Group LLC | 0.17% | Reduce -0.1% | 44,497 | $350K |
| Northstar Financial Companies, Inc. | 0.33% | — | 44,483 | $350K |
| Operose Advisors LLC | 0.12% | No change | 44,465 | $349K |
| Choreo, LLC | 0.00% | Reduce -64.0% | 43,127 | $341K |
| Prospera Financial Services Inc | 0.01% | Reduce -6.0% | 42,204 | $332K |
| HUB Investment Partners, LLC | 0.01% | Reduce -3.0% | 40,906 | $322K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -14.4% | 40,526 | $319K |
| Rockefeller Capital Management L.P. | 0.00% | Add +44.4% | 40,218 | $316K |
| IFG Advisory, LLC | 0.02% | New | 40,081 | $315K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | No change | 38,073 | $299K |
| Parr McKnight Wealth Management Group, LLC | 0.04% | — | 37,846 | $297K |
| James Investment Research, Inc. | 0.03% | No change | 36,500 | $287K |
| StoneX Group Inc. | 0.02% | Add +6.3% | 34,999 | $275K |
| Burney Co./ | 0.01% | Reduce -15.6% | 34,854 | $274K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -46.8% | 34,028 | $267K |
| Prairie Wealth Advisors, Inc. | 0.13% | Add +1.5% | 33,768 | $265K |
| Pathstone Holdings, LLC | 0.00% | Add +34.7% | 34,020 | $263K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +0.0% | 33,285 | $262K |
| Park Avenue Securities LLC | 0.00% | Reduce -19.1% | 33,117 | $260K |
| Private Trust Co. NA | 0.03% | No change | 31,169 | $245K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -34.5% | 29,807 | $234K |
| Whittier Trust Co. | 0.00% | Reduce -14.7% | 29,658 | $233K |
| Advisor OS, LLC | 0.03% | Add +0.6% | 29,299 | $230K |
| Debussy Capital Management LP | 0.03% | New | 28,477 | $227K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 28,538 | $224K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +4.8% | 27,501 | $216K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 27,439 | $216K |
| Citadel Advisors | 0.00% | Add +144.4% | 27,180 | $214K |
| Caldwell Sutter Capital, Inc. | 0.10% | No change | 27,144 | $213K |
| MML Investors Services, LLC | 0.00% | Add +60.4% | 26,928 | $212K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Add +11.5% | 26,852 | $211K |
| Private Advisory Group LLC | 0.02% | New | 26,690 | $210K |
| Penbrook Management LLC | 0.14% | Reduce -23.5% | 25,710 | $202K |
| Uptown Financial Advisors LLC | 0.21% | — | 25,300 | $199K |
| Fortitude Advisory Group L.L.C. | 0.12% | No change | 25,220 | $198K |
| HRT Financial LP | 0.00% | New | 25,026 | $196K |
| Keybank National Association | 0.00% | No change | 24,921 | $196K |
| Fifth Third Bancorp | 0.00% | Add +3.2% | 24,562 | $193K |
| Integrated Wealth Concepts LLC | 0.00% | Add +73.6% | 24,529 | $193K |
| Catalina Capital Group, LLC | 0.06% | No change | 24,437 | $192K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +78.5% | 23,922 | $188K |
| Snowden Capital Advisors LLC | 0.01% | No change | 23,732 | $187K |
| Western Wealth Management, LLC | 0.01% | Reduce -8.5% | 23,434 | $184K |
| Berger Financial Group, Inc | 0.01% | Reduce -1.5% | 23,167 | $182K |
| Creative Planning | 0.00% | Add +39.4% | 23,105 | $182K |
| International Private Wealth Advisors LLC | 0.17% | Add +3.1% | 22,243 | $175K |
| Apollon Wealth Management, LLC | 0.00% | Add +79.0% | 21,880 | $172K |
| WealthTrust Axiom LLC | 0.05% | No change | 21,782 | $171K |
| Wesbanco Bank Inc. | 0.01% | No change | 21,511 | $169K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 21,424 | $168K |
| LexAurum Advisors, LLC | 0.03% | No change | 21,372 | $168K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +5.4% | 21,164 | $166K |
| Realta Investment Advisors | 0.07% | Add +1.7% | 20,606 | $165K |
| Sage Capital Management, LLC | 0.08% | No change | 21,000 | $165K |
| Strategic Financial Concepts, LLC | 0.03% | Add +93.8% | 20,881 | $164K |
| Tsfg, LLC | 0.03% | No change | 20,222 | $159K |
| Waterfront Wealth Inc. | 0.04% | No change | 19,772 | $155K |
| Bank of New York Mellon Corp | 0.00% | Reduce -32.5% | 19,000 | $149K |
| D.A. Davidson & Co. | 0.00% | Add +16.2% | 18,890 | $148K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1508.8% | 18,566 | $146K |
| Concorde Asset Management, LLC | 0.08% | Reduce -7.1% | 18,351 | $144K |
| U.S. Capital Wealth Advisors, LLC | 0.00% | New | 17,802 | $140K |
| Corient Private Wealth LP | 0.00% | Add +12.0% | 17,587 | $138K |
| Summit Trail Advisors, LLC | 0.01% | Add +5.2% | 17,547 | $138K |
| Logan Stone Capital, LLC | 0.05% | New | 17,471 | $137K |
| Parsons Capital Management Inc. | 0.01% | Reduce -13.1% | 17,377 | $137K |
| Kingstone Capital Partners Texas, LLC | 0.11% | — | 16,888 | $133K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 16,645 | $131K |
| Belpointe Asset Management LLC | 0.01% | No change | 16,546 | $130K |
| MKT Advisors LLC | 0.06% | No change | 16,061 | $127K |
| Clearstead Advisors, LLC | 0.00% | Add +2.7% | 16,125 | $127K |
| Stonegate Investment Group, LLC | 0.00% | No change | 15,988 | $126K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 15,899 | $125K |
| Tyche Wealth Partners LLC | 0.03% | No change | 15,726 | $124K |
| HTLF Bank | 0.01% | No change | 15,683 | $123K |
| Schechter Investment Advisors, LLC | 0.01% | No change | 15,593 | $123K |
| Post Resch Tallon Group Inc. | 0.12% | — | 15,297 | $122K |
| Financial Advocates Investment Management | 0.01% | Add +0.2% | 15,185 | $119K |
| Argentarii, LLC | 0.06% | — | 15,157 | $119K |
| Ieq Capital, LLC | 0.00% | Reduce -39.5% | 15,115 | $119K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 15,000 | $118K |
| Mission Hills Financial Advisory, LLC | 0.09% | Add +3.5% | 14,985 | $118K |
| Bragg Financial Advisors, Inc | 0.00% | New | 14,955 | $118K |
| CreativeOne Wealth, LLC | 0.00% | Add +33.4% | 14,834 | $117K |
| Beacon Financial Group | 0.01% | Add +2.9% | 14,766 | $116K |
| Cwm, LLC | 0.00% | Add +35.8% | 14,739 | $116K |
| Gill Capital Partners, LLC | 0.04% | No change | 14,747 | $116K |
| Morling Financial Advisors, LLC | 0.04% | Add +3.3% | 14,674 | $115K |
| TCFG Wealth Management, LLC | 0.06% | No change | 14,525 | $114K |
| Beacon Capital Management, LLC | 0.01% | Add +9.5% | 14,476 | $114K |
| SageView Advisory Group, LLC | 0.00% | New | 14,147 | $111K |
| Millennium Management | 0.00% | Reduce -88.6% | 14,007 | $110K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -74.8% | 14,000 | $110K |
| Shaker Financial Services, LLC | 0.04% | Reduce -75.5% | 13,965 | $110K |
| VeraBank, N.A. | 0.03% | No change | 13,658 | $107K |
| Valley Brook Capital Group, Inc. | 0.08% | No change | 13,489 | $106K |
| Noesis Capital Mangement Corp. | 0.02% | Reduce -22.1% | 13,433 | $106K |
| Tradition Wealth Management, LLC | 0.01% | No change | 13,369 | $105K |
| Hollencrest Capital Management | 0.00% | No change | 13,362 | $105K |
| US Bancorp \de | 0.00% | Add +13.9% | 13,330 | $105K |
| Beacon Financial Advisory LLC | 0.03% | Add +17.9% | 13,198 | $104K |
| AE Wealth Management LLC | 0.00% | New | 13,072 | $103K |
| 180 Wealth Advisors, LLC | 0.02% | Reduce -8.0% | 13,069 | $103K |
| Smith Shellnut Wilson LLC | 0.04% | No change | 12,855 | $101K |
| Shufro Rose & Co. LLC | 0.01% | Reduce -61.5% | 12,841 | $101K |
| SFE Investment Counsel | 0.02% | New | 12,816 | $101K |
| Sigma Planning Corp | 0.00% | Add +0.8% | 12,537 | $99K |
| Freestate Advisors LLC | 0.10% | New | 12,494 | $98K |
| Titleist Asset Management, LLC | 0.01% | Reduce -19.4% | 12,490 | $98K |
| Mgo One Seven LLC | 0.00% | Reduce -21.9% | 12,469 | $98K |
| MAI Capital Management | 0.00% | New | 12,458 | $98K |
| Perigon Wealth Management, LLC | 0.00% | Add +3.9% | 12,302 | $97K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.04% | No change | 12,000 | $96K |
| Coastline Trust Co | 0.01% | Add +19.7% | 12,143 | $95K |
| PFG Investments, LLC | 0.01% | New | 12,130 | $95K |
| Second Line Capital, LLC | 0.03% | Reduce -29.3% | 11,948 | $94K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -29.3% | 11,948 | $94K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 11,859 | $93K |
| Kovack Advisors, Inc. | 0.01% | Reduce -25.1% | 11,843 | $93K |
| Pathway Financial Advisers, LLC | 0.03% | Add +1.0% | 11,774 | $93K |
| Steel Grove Capital Advisors, LLC | 0.01% | No change | 11,653 | $92K |
| Powell Investment Advisors, LLC | 0.04% | New | 11,627 | $91K |
| Ameriflex Group, Inc. | 0.04% | — | 11,459 | $91K |
| LifeSteps Financial, Inc. | 0.07% | No change | 11,520 | $91K |
| Susquehanna International Group, LLP | 0.00% | New | 11,042 | $87K |
| Elm3 Financial Group, LLC | 0.07% | — | 10,910 | $86K |
| Blue Barn Wealth, LLC | 0.04% | No change | 10,840 | $85K |
| Anchor Investment Management, LLC | 0.01% | Add +0.5% | 10,658 | $84K |
| Certified Advisory Corp | 0.01% | Add +2.5% | 10,518 | $83K |
| PSI Advisors, LLC | 0.02% | Reduce -36.4% | 10,258 | $81K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -13.6% | 9,968 | $80K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 10,073 | $79K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 10,000 | $79K |
| Pacific Wealth Strategies Group, Inc. | 0.05% | No change | 10,000 | $79K |
| Abel Hall, LLC | 0.05% | No change | 10,000 | $79K |
| Philip James Wealth Mangement, LLC | 0.01% | No change | 10,000 | $79K |
| CENTRAL TRUST Co | 0.00% | No change | 9,866 | $78K |
| Elequin Capital, LP | 0.01% | New | 9,238 | $73K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -31.0% | 8,901 | $71K |
| CoreFirst Bank & Trust | 0.04% | No change | 7,699 | $61K |
| WPG Advisers, LLC | 0.05% | — | 6,274 | $49K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,943 | $39K |
| Allworth Financial LP | 0.00% | Add +377.1% | 4,714 | $37K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Reduce -22.6% | 4,547 | $37K |
| WASHINGTON TRUST Co | 0.00% | No change | 4,440 | $35K |
| Sound Income Strategies, LLC | 0.00% | No change | 3,900 | $31K |
| Hexagon Capital Partners LLC | 0.00% | No change | 3,385 | $27K |
| Farther Finance Advisors, LLC | 0.00% | Add +0.0% | 2,650 | $21K |
| Washington Trust Advisors, Inc. | 0.00% | New | 2,600 | $20K |
| Noble Wealth Management PBC | 0.01% | — | 2,500 | $20K |
| Blue Trust, Inc. | 0.00% | No change | 2,398 | $19K |
| AdvisorNet Financial, Inc | 0.00% | Add +3.4% | 2,284 | $18K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 2,174 | $17K |
| Jones Financial Companies LLLP | 0.00% | New | 2,167 | $17K |
| Hantz Financial Services, Inc. | 0.00% | New | 1,977 | $16K |
| Concord Wealth Partners | 0.00% | Add +0.3% | 2,028 | $16K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 1,977 | $16K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 1,920 | $15K |
| Main Street Group, LTD | 0.01% | No change | 1,681 | $13K |
| Creekmur Asset Management LLC | 0.00% | Add +2.5% | 1,459 | $11K |
| City Holding Co. | 0.00% | No change | 1,435 | $11K |
| Citizens National Bank Trust Department | 0.00% | No change | 1,400 | $11K |
| Caldwell Trust Co | 0.00% | Reduce -33.6% | 1,266 | $10K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -19.6% | 1,229 | $10K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 1,105 | $9K |
| Transcendent Capital Group LLC | 0.00% | No change | 1,056 | $8K |
| American National Bank & Trust | 0.00% | No change | 1,003 | $8K |
| Birchbrook, Inc. | 0.00% | New | 1,000 | $8K |
| SWAN Capital LLC | 0.00% | New | 995 | $8K |
| Gen-Wealth Partners Inc | 0.00% | No change | 929 | $7K |
| Wingate Wealth Advisors, Inc. | 0.01% | — | 880 | $7K |
| Provenance Wealth Advisors, LLC | 0.00% | No change | 717 | $6K |
| Richards, Merrill & Peterson, Inc. | 0.00% | — | 700 | $6K |
| Medallion Wealth Advisors, LLC | 0.00% | — | 667 | $5K |
| Parallel Advisors, LLC | 0.00% | No change | 630 | $5K |
| Assetmark, Inc. | 0.00% | No change | 612 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 551 | $4K |
| Russell Investments Group, Ltd. | 0.00% | No change | 461 | $4K |
| LRI Investments, LLC | 0.00% | No change | 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 +3.3% | 314 | $2K |
| ORG Partners LLC | 0.00% | New | 247 | $2K |
| Montag A & Associates Inc. | 0.00% | No change | 219 | $2K |
| Global Retirement Partners, LLC | 0.00% | Add +2.2% | 185 | $1K |
| Investment Counsel Co. of Nevada | 0.00% | — | 135 | $1K |
| Pflug Koory, LLC | 0.00% | No change | 66 | $519 |
| Gleason Group, Inc. | 0.00% | No change | 22 | $175 |
| RE Dickinson Investment Advisors, LLC | 0.00% | Reduce -70.1% | 1,406 | $111 |
| Lanark Financial, Inc. | 0.01% | — | 8 | $64 |
| FMR LLC | 0.00% | Reduce -66.7% | 1 | $8 |
| BlackRock, Inc. | 0.00% | No change | 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.