Nuveen Prefered & Income OppJPC
13F holders, Q1 2025 (March 31)284holders −13
31new positions
40sold out
1famous investor
$7.96avg. 13F price*
At the end of Q1 2025, 284 institutions reported holding Nuveen Prefered & Income Opp (JPC) in their 13F filings, down 13 from Q4 2024. 31 opened new positions and 40 sold out. The largest holders were Morgan Stanley ($54.0M), UBS Group AG ($35.2M) and Sit Investment Associates Inc. ($32.7M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Nuveen Prefered & Income Opp
- CUSIP
- 67073B106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $5.7M |
| Exits | 40 | $5.3M |
All 13F filers, Q4 2024 → Q1 2025: 2,721,843 shares bought and 4,487,847 shares sold, net −1,766,004 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 284 holders
| Morgan Stanley | 0.00% | Reduce -11.4% | 6,780,783 | $54.0M |
| UBS Group AG | 0.01% | Add +4.9% | 4,420,477 | $35.2M |
| Sit Investment Associates Inc. | 0.77% | Reduce -13.5% | 4,105,995 | $32.7M |
| Bank of America Corp. | 0.00% | Add +7.9% | 4,097,250 | $32.6M |
| Wells Fargo & Company | 0.01% | Add +6.5% | 3,562,951 | $28.4M |
| Raymond James Financial Inc. | 0.01% | Add +1.4% | 3,339,902 | $26.6M |
| Invesco Ltd. | 0.00% | Add +0.5% | 2,929,951 | $23.3M |
| LPL Financial LLC | 0.01% | Reduce -30.5% | 2,378,176 | $18.9M |
| Commonwealth Equity Services, LLC | 0.03% | Add +0.8% | 2,284,391 | $18.2M |
| Guggenheim Capital LLC | 0.11% | Add +12.8% | 1,451,123 | $11.6M |
| Advisors Asset Management, Inc. | 0.16% | Reduce -0.5% | 1,057,956 | $8.4M |
| Captrust Financial Advisors | 0.02% | Add +11.0% | 1,003,234 | $8.0M |
| Greatmark Investment Partners, Inc. | 1.08% | Add +0.5% | 998,565 | $7.9M |
| Osaic Holdings, Inc. | 0.02% | Add +18.9% | 965,396 | $7.7M |
| Cohen & Steers, Inc. | 0.01% | Reduce -21.1% | 785,251 | $6.3M |
| Cerity Partners LLC | 0.01% | Add +36.9% | 782,487 | $6.2M |
| Royal Bank of Canada | 0.00% | Reduce -3.9% | 746,918 | $5.9M |
| Hennion & Walsh Asset Management, Inc. | 0.26% | Reduce -6.6% | 737,390 | $5.9M |
| Penserra Capital Management LLC | 0.10% | Add +1.1% | 673,102 | $5.4M |
| Stifel Financial Corp. | 0.01% | Add +7.1% | 629,798 | $5.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -16.0% | 541,845 | $4.3M |
| Moors & Cabot, Inc. | 0.21% | Reduce -5.0% | 531,623 | $4.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.1% | 507,885 | $4.0M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -3.5% | 503,478 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +8.0% | 481,711 | $3.8M |
| Cetera Investment Advisers | 0.01% | Add +2.2% | 462,470 | $3.7M |
| Thoma Capital Management LLC | 2.47% | Reduce -5.0% | 443,767 | $3.5M |
| Protective Life Corp. | 100.00% | No change | 440,000 | $3.5M |
| Fca Corp. | 1.11% | Add +0.2% | 437,513 | $3.5M |
| Rothschild Investment LLC | 0.23% | Reduce -15.0% | 427,519 | $3.4M |
| Lido Advisors, LLC | 0.02% | No change | 401,233 | $3.2M |
| Campbell Capital Management Inc. | 1.79% | No change | 384,993 | $3.1M |
| Smith Asset Management Co., LLC | 2.68% | Reduce -0.8% | 357,253 | $2.8M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -4.0% | 351,818 | $2.8M |
| Truist Financial Corp. | 0.00% | Reduce -0.7% | 324,497 | $2.6M |
| Chicago Partners Investment Group LLC | 0.08% | Add +1.5% | 326,501 | $2.6M |
| Ibex Wealth Advisors | 0.33% | Reduce -4.3% | 312,607 | $2.5M |
| Prelude Capital Management, LLC | 0.24% | No change | 300,000 | $2.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.9% | 287,384 | $2.3M |
| Fiera Capital Corp | 0.01% | No change | 275,879 | $2.2M |
| First Trust Advisors LP | 0.00% | Reduce -2.2% | 274,567 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +4.4% | 268,179 | $2.1M |
| Sowell Financial Services LLC | 0.09% | Reduce -19.6% | 252,300 | $2.0M |
| DAVENPORT & Co LLC | 0.01% | Reduce -3.7% | 252,285 | $2.0M |
| Wealth Advisory Solutions, LLC | 0.51% | Add +21.7% | 244,083 | $1.9M |
| CoreCap Advisors, LLC | 0.08% | Reduce -0.2% | 238,559 | $1.9M |
| PFG Advisors | 0.10% | New | 225,212 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.5% | 219,204 | $1.7M |
| MSH Capital Advisors LLC | 0.49% | Add +0.2% | 201,095 | $1.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.0% | 194,928 | $1.6M |
| Geneos Wealth Management Inc. | 0.05% | Add +10.2% | 188,843 | $1.5M |
| Thrivent Financial for Lutherans | 0.00% | No change | 171,712 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Add +7.5% | 157,751 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +153.6% | 147,817 | $1.2M |
| &partners | 0.01% | Add +3.8% | 135,859 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -14.6% | 132,588 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -1.6% | 123,289 | $981K |
| Samalin Investment Counsel, LLC | 0.36% | Add +4.1% | 110,574 | $880K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +126.8% | 107,153 | $853K |
| Cary Street Partners Financial LLC | 0.03% | Reduce -0.6% | 102,912 | $819K |
| Palogic Value Management, L.P. | 0.36% | No change | 101,305 | $806K |
| Triumph Capital Management | 0.27% | Add +23.7% | 100,914 | $803K |
| Melfa Wealth Management, Inc. | 0.54% | No change | 99,767 | $794K |
| AlphaCore Capital LLC | 0.06% | New | 93,553 | $751K |
| E&G Advisors, LLC | 0.21% | Reduce -1.9% | 91,850 | $730K |
| Shulman DeMeo Asset Management LLC | 0.20% | Reduce -1.0% | 89,654 | $714K |
| Benchmark Investment Advisors LLC | 0.45% | No change | 88,000 | $700K |
| Marino, Stram & Associates LLC | 0.15% | Add +9.4% | 86,571 | $689K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +9.9% | 84,081 | $673K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +2.1% | 84,322 | $671K |
| Bramshill Investments, LLC | 0.07% | Add +0.1% | 82,558 | $657K |
| Mariner, LLC | 0.00% | Reduce -11.7% | 77,328 | $616K |
| Wedbush Securities Inc. | 0.02% | Add +4.5% | 76,187 | $606K |
| Independent Financial Group, LLC | 0.02% | Add +49.4% | 75,911 | $604K |
| Accel Wealth Management | 0.21% | Reduce -5.8% | 73,070 | $582K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -2.1% | 71,886 | $572K |
| RVW Wealth, LLC | 0.05% | No change | 70,922 | $565K |
| Diversify Wealth Management, LLC | 0.04% | No change | 73,000 | $564K |
| Principal Securities, Inc. | 0.01% | No change | 71,141 | $559K |
| Anchor Capital Management Group Inc | 0.26% | No change | 70,000 | $557K |
| Centurion Wealth Management LLC | 0.17% | No change | 69,378 | $545K |
| Spire Wealth Management | 0.02% | Add +2.2% | 68,396 | $544K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +0.4% | 67,291 | $536K |
| Stolper Co | 0.17% | Add +1.1% | 66,647 | $531K |
| Comerica Bank | 0.00% | Reduce -1.7% | 60,317 | $480K |
| Mosaic Family Wealth Partners, LLC | 0.07% | No change | 58,444 | $465K |
| UMB Bank, n.a. | 0.01% | New | 55,993 | $446K |
| Townsquare Capital LLC | 0.00% | Add +2.6% | 55,308 | $440K |
| Walled Lake Planning & Wealth Management, LLC | 0.16% | No change | 55,269 | $440K |
| Shaker Financial Services, LLC | 0.16% | Add +279.5% | 53,000 | $422K |
| Gridiron Partners, LLC | 0.27% | No change | 52,969 | $422K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -10.7% | 52,417 | $417K |
| Live Oak Private Wealth LLC | 0.07% | No change | 51,460 | $410K |
| International Assets Investment Management, LLC | 0.04% | Reduce -5.2% | 51,225 | $408K |
| StoneX Group Inc. | 0.02% | Add +45.1% | 50,780 | $407K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.6% | 51,096 | $407K |
| Harbour Investments, Inc. | 0.01% | No change | 51,076 | $407K |
| Tectonic Advisors LLC | 0.02% | No change | 50,000 | $398K |
| Carson Advisory Inc. | 0.27% | Add +5.1% | 49,861 | $397K |
| Ameritas Advisory Services, LLC | 0.02% | No change | 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.