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 |
| One Wealth Capital Management, LLC | 0.20% | No change | 47,965 | $382K |
| Prospera Financial Services Inc | 0.01% | Add +11.3% | 46,984 | $374K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.19% | Add +2.2% | 46,250 | $368K |
| Sage Capital Advisors,llc | 0.10% | Reduce -9.0% | 46,063 | $367K |
| Planning Directions Inc. | 0.15% | New | 45,549 | $363K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -12.3% | 44,473 | $354K |
| Operose Advisors LLC | 0.12% | No change | 44,465 | $354K |
| NWF Advisory Services Inc. | 0.05% | New | 43,785 | $349K |
| Investmark Advisory Group LLC | 0.17% | Reduce -2.2% | 43,532 | $347K |
| HUB Investment Partners, LLC | 0.01% | Reduce -0.0% | 40,897 | $326K |
| IFG Advisory, LLC | 0.02% | Add +1.4% | 40,632 | $323K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -2.4% | 39,538 | $315K |
| Mercer Global Advisors Inc. | 0.00% | Add +10.8% | 37,694 | $300K |
| Curi Capital, LLC | 0.01% | New | 36,775 | $295K |
| James Investment Research, Inc. | 0.04% | No change | 36,500 | $291K |
| Northstar Financial Companies, Inc. | 0.31% | Reduce -19.6% | 35,787 | $285K |
| Burney Co./ | 0.01% | No change | 34,854 | $277K |
| Choreo, LLC | 0.00% | Reduce -20.3% | 34,354 | $276K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +0.0% | 33,290 | $265K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +18.5% | 32,590 | $259K |
| Uptown Financial Advisors LLC | 0.26% | Add +24.9% | 31,600 | $252K |
| Fifth Third Bancorp | 0.00% | Add +27.2% | 31,252 | $249K |
| Prairie Wealth Advisors, Inc. | 0.12% | Reduce -10.6% | 30,201 | $242K |
| Transcend Capital Advisors, LLC | 0.02% | No change | 29,807 | $237K |
| Bank of New York Mellon Corp | 0.00% | Add +56.1% | 29,660 | $236K |
| Advisor OS, LLC | 0.03% | Add +0.2% | 29,364 | $234K |
| Private Trust Co. NA | 0.02% | Reduce -6.0% | 29,287 | $233K |
| Debussy Capital Management LP | 0.04% | No change | 28,477 | $227K |
| Horizon Kinetics Asset Management LLC | 0.00% | Reduce -1.0% | 28,250 | $225K |
| Whittier Trust Co. | 0.00% | Reduce -4.9% | 28,204 | $224K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 27,439 | $218K |
| Caldwell Sutter Capital, Inc. | 0.10% | No change | 27,144 | $216K |
| Snowden Capital Advisors LLC | 0.01% | Add +10.3% | 26,179 | $210K |
| Park Avenue Securities LLC | 0.00% | Reduce -20.8% | 26,220 | $209K |
| Penbrook Management LLC | 0.15% | No change | 25,710 | $205K |
| Pathstone Holdings, LLC | 0.00% | Reduce -26.5% | 25,000 | $199K |
| Keybank National Association | 0.00% | No change | 24,921 | $198K |
| Sage Capital Management, LLC | 0.11% | Add +16.7% | 24,500 | $195K |
| US Bancorp \de | 0.00% | Add +83.8% | 24,494 | $195K |
| Catalina Capital Group, LLC | 0.13% | No change | 24,437 | $195K |
| Glass Jacobson Investment Advisors llc | 0.06% | No change | 23,922 | $188K |
| Fortitude Advisory Group L.L.C. | 0.13% | Add +1.4% | 25,561 | $187K |
| Berger Financial Group, Inc | 0.01% | Add +0.5% | 23,283 | $185K |
| International Private Wealth Advisors LLC | 0.17% | Add +1.6% | 22,589 | $180K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -0.2% | 21,845 | $174K |
| Wesbanco Bank Inc. | 0.01% | No change | 21,511 | $171K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 21,424 | $171K |
| J.W. Cole Advisors, Inc. | 0.01% | New | 21,320 | $170K |
| Realta Investment Advisors | 0.08% | Add +1.2% | 20,844 | $166K |
| Corient Private Wealth LP | 0.00% | Add +17.9% | 20,736 | $165K |
| Tsfg, LLC | 0.03% | No change | 20,222 | $161K |
| WealthTrust Axiom LLC | 0.05% | Reduce -8.7% | 19,879 | $158K |
| Waterfront Wealth Inc. | 0.04% | Add +0.0% | 19,779 | $157K |
| Strategic Financial Concepts, LLC | 0.03% | Reduce -5.3% | 19,768 | $157K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -8.2% | 19,432 | $155K |
| PSI Advisors, LLC | 0.05% | Add +89.4% | 19,427 | $155K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Reduce -29.3% | 18,991 | $151K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.3% | 18,824 | $150K |
| Kingstone Capital Partners Texas, LLC | 0.12% | Add +10.1% | 18,598 | $148K |
| Shufro Rose & Co. LLC | 0.01% | Add +43.1% | 18,373 | $146K |
| Summit Trail Advisors, LLC | 0.00% | Add +1.7% | 17,841 | $143K |
| Smith Chas P & Associates Pa Cpas | 0.01% | Add +16.7% | 17,500 | $139K |
| MML Investors Services, LLC | 0.00% | Reduce -36.9% | 17,000 | $135K |
| Concorde Asset Management, LLC | 0.07% | Reduce -3.8% | 17,651 | $133K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 16,645 | $132K |
| Baird Financial Group, Inc. | 0.00% | Reduce -95.3% | 16,606 | $132K |
| Belpointe Asset Management LLC | 0.01% | No change | 16,546 | $132K |
| Clearstead Advisors, LLC | 0.00% | Add +1.7% | 16,395 | $131K |
| Stonegate Investment Group, LLC | 0.00% | No change | 15,988 | $127K |
| Alpha Cubed Investments, LLC | 0.01% | No change | 15,899 | $127K |
| Tyche Wealth Partners LLC | 0.03% | No change | 15,726 | $125K |
| Schechter Investment Advisors, LLC | 0.01% | No change | 15,593 | $124K |
| Merit Financial Group, LLC | 0.00% | New | 15,590 | $124K |
| Elevate Capital Advisors, LLC | 0.11% | New | 15,300 | $122K |
| Argentarii, LLC | 0.06% | No change | 15,157 | $121K |
| Mission Hills Financial Advisory, LLC | 0.08% | No change | 14,985 | $119K |
| Beacon Financial Group | 0.01% | Add +1.5% | 14,983 | $119K |
| CreativeOne Wealth, LLC | 0.00% | Add +0.6% | 14,921 | $119K |
| Ieq Capital, LLC | 0.00% | Reduce -1.9% | 14,831 | $118K |
| Gill Capital Partners, LLC | 0.04% | No change | 14,747 | $117K |
| U.S. Capital Wealth Advisors, LLC | 0.00% | Reduce -18.0% | 14,602 | $116K |
| TCFG Wealth Management, LLC | 0.06% | No change | 14,525 | $116K |
| Post Resch Tallon Group Inc. | 0.12% | Reduce -4.8% | 14,560 | $115K |
| Beacon Capital Management, LLC | 0.02% | Reduce -1.5% | 14,258 | $113K |
| MKT Advisors LLC | 0.05% | No change | 16,061 | $113K |
| SageView Advisory Group, LLC | 0.00% | No change | 14,147 | $113K |
| Etesian Wealth Advisors, Inc. | 0.05% | New | 14,000 | $111K |
| Fisher Asset Management | 0.00% | New | 13,840 | $110K |
| Parsons Capital Management Inc. | 0.01% | Reduce -21.2% | 13,695 | $109K |
| VeraBank, N.A. | 0.03% | No change | 13,658 | $109K |
| Valley Brook Capital Group, Inc. | 0.08% | No change | 13,489 | $107K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -27.7% | 13,427 | $107K |
| Modern Wealth Management, LLC | 0.00% | New | 13,407 | $107K |
| Tradition Wealth Management, LLC | 0.01% | No change | 13,369 | $106K |
| Financial Advocates Investment Management | 0.01% | Reduce -12.7% | 13,264 | $106K |
| Beacon Financial Advisory LLC | 0.03% | Add +0.3% | 13,232 | $105K |
| Founders Financial Alliance, LLC | 0.03% | New | 13,208 | $105K |
| Ellis Investment Partners, LLC | 0.02% | New | 13,175 | $105K |
| Gerber Kawasaki Wealth & Investment Management | 0.00% | New | 13,049 | $104K |
| 180 Wealth Advisors, LLC | 0.02% | No change | 13,069 | $104K |
| PFG Investments, LLC | 0.01% | Add +6.5% | 12,919 | $103K |
| Smith Shellnut Wilson LLC | 0.05% | No change | 12,855 | $102K |
| SFE Investment Counsel | 0.02% | No change | 12,816 | $102K |
| Compound Planning, Inc. | 0.00% | New | 12,709 | $101K |
| Onyx Financial Advisors, LLC | 0.05% | New | 12,595 | $100K |
| Sigma Planning Corp | 0.00% | Add +0.0% | 12,541 | $100K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -48.9% | 12,529 | $100K |
| Titleist Asset Management, LLC | 0.01% | No change | 12,490 | $99K |
| MAI Capital Management | 0.00% | No change | 12,458 | $99K |
| Farther Finance Advisors, LLC | 0.00% | Add +367.8% | 12,397 | $98K |
| Perigon Wealth Management, LLC | 0.00% | No change | 12,302 | $98K |
| Coastline Trust Co | 0.01% | No change | 12,143 | $97K |
| Accredited Investor Services, LLC | 0.08% | New | 12,011 | $96K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 11,859 | $94K |
| Pathway Financial Advisers, LLC | 0.03% | Add +0.6% | 11,848 | $94K |
| Kovack Advisors, Inc. | 0.01% | No change | 11,843 | $94K |
| Powell Investment Advisors, LLC | 0.05% | No change | 11,627 | $93K |
| Steel Grove Capital Advisors, LLC | 0.01% | No change | 11,653 | $93K |
| Aspire Growth Partners LLC | 0.08% | New | 11,773 | $92K |
| LifeSteps Financial, Inc. | 0.07% | No change | 11,520 | $92K |
| Leigh Baldwin & Co., LLC | 0.07% | New | 11,113 | $88K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.04% | No change | 12,000 | $88K |
| Creative Planning | 0.00% | Reduce -52.5% | 10,975 | $87K |
| Elm3 Financial Group, LLC | 0.08% | No change | 10,910 | $87K |
| Blue Barn Wealth, LLC | 0.04% | No change | 10,840 | $86K |
| Anchor Investment Management, LLC | 0.01% | Add +0.3% | 10,687 | $85K |
| Certified Advisory Corp | 0.01% | Add +1.2% | 10,647 | $85K |
| Jacobi Capital Management LLC | 0.01% | New | 10,400 | $83K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 10,073 | $80K |
| Pacific Wealth Strategies Group, Inc. | 0.06% | No change | 10,000 | $80K |
| Future Financial Wealth Managment LLC | 0.06% | No change | 10,000 | $80K |
| Abel Hall, LLC | 0.05% | No change | 10,000 | $80K |
| Philip James Wealth Mangement, LLC | 0.01% | No change | 10,000 | $80K |
| CENTRAL TRUST Co | 0.00% | No change | 9,866 | $79K |
| Hollencrest Capital Management | 0.00% | Reduce -26.2% | 9,862 | $79K |
| Ameriflex Group, Inc. | 0.03% | Reduce -21.3% | 9,016 | $72K |
| Cwm, LLC | 0.00% | Reduce -42.5% | 8,479 | $67K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.3% | 9,344 | $67K |
| Allworth Financial LP | 0.00% | Add +81.7% | 8,565 | $66K |
| Lanark Financial, Inc. | 0.01% | — | 8,240 | $65K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,943 | $39K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +0.7% | 4,579 | $37K |
| WPG Advisers, LLC | 0.03% | Reduce -26.2% | 4,633 | $37K |
| Sound Income Strategies, LLC | 0.00% | No change | 3,900 | $31K |
| SVB Wealth LLC | 0.00% | New | 3,677 | $29K |
| Hexagon Capital Partners LLC | 0.01% | No change | 3,385 | $27K |
| FNY Investment Advisers, LLC | 0.01% | New | 3,000 | $23K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 2,600 | $21K |
| Blue Trust, Inc. | 0.00% | No change | 2,398 | $19K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.7% | 2,322 | $18K |
| Concord Wealth Partners | 0.00% | Add +11.6% | 2,263 | $18K |
| Optimum Investment Advisors | 0.01% | New | 2,106 | $17K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 1,977 | $16K |
| Bokf, NA | 0.00% | New | 1,751 | $14K |
| Main Street Group, LTD | 0.01% | No change | 1,681 | $13K |
| Creekmur Asset Management LLC | 0.00% | Add +1.5% | 1,481 | $12K |
| 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% | No change | 1,266 | $10K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,229 | $10K |
| HFM Investment Advisors, LLC | 0.00% | — | 1,043 | $8K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,026 | $8K |
| SWAN Capital LLC | 0.00% | No change | 995 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | New | 941 | $7K |
| Gen-Wealth Partners Inc | 0.00% | No change | 929 | $7K |
| Wealth Preservation Advisors, LLC | 0.00% | — | 805 | $6K |
| Richards, Merrill & Peterson, Inc. | 0.00% | No change | 700 | $6K |
| Trust Co | 0.00% | New | 676 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 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 |
| Private Wealth Asset Management, LLC | 0.00% | — | 500 | $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 |
| ORG Partners LLC | 0.00% | No change | 247 | $2K |
| Sandy Spring Bank | 0.00% | New | 238 | $2K |
| Montag A & Associates Inc. | 0.00% | No change | 219 | $2K |
| Pflug Koory, LLC | 0.00% | No change | 66 | $525 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 50 | $398 |
| Gleason Group, Inc. | 0.00% | Add +4.5% | 23 | $181 |
| Jones Financial Companies LLLP | 0.00% | Reduce -99.7% | 6 | $48 |
"% of holder's portfolio" is JPC's weight in each manager's 13F, not the share of Nuveen Prefered & Income Opp the manager owns.