Nuveen Prefered & Income OppJPC
13F holders, Q2 2025 (June 30)288holders +4
25new positions
23sold out
1famous investor
$8.03avg. 13F price*
At the end of Q2 2025, 288 institutions reported holding Nuveen Prefered & Income Opp (JPC) in their 13F filings, up 4 from Q1 2025. 25 opened new positions and 23 sold out. The largest holders were Morgan Stanley ($55.2M), Bank of America Corp. ($33.7M) and UBS Group AG ($33.7M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $5.7M |
| Exits | 23 | $6.2M |
All 13F filers, Q1 2025 → Q2 2025: 3,097,342 shares bought and 5,406,381 shares sold, net −2,309,039 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 288 holders
| Morgan Stanley | 0.00% | Add +1.6% | 6,886,989 | $55.2M |
| Bank of America Corp. | 0.00% | Add +2.5% | 4,201,219 | $33.7M |
| UBS Group AG | 0.01% | Reduce -5.0% | 4,198,535 | $33.7M |
| Wells Fargo & Company | 0.01% | Add +5.6% | 3,761,396 | $30.2M |
| Raymond James Financial Inc. | 0.01% | Add +3.5% | 3,456,317 | $27.7M |
| Invesco Ltd. | 0.00% | Add +0.7% | 2,951,656 | $23.7M |
| Commonwealth Equity Services, LLC | 0.03% | Add +3.6% | 2,366,589 | $19.0M |
| LPL Financial LLC | 0.01% | Reduce -20.2% | 1,898,223 | $15.2M |
| Guggenheim Capital LLC | 0.11% | Add +14.1% | 1,655,758 | $13.3M |
| Sit Investment Associates Inc. | 0.20% | Reduce -70.9% | 1,196,141 | $9.6M |
| Osaic Holdings, Inc. | 0.02% | Add +17.8% | 1,137,158 | $9.1M |
| Captrust Financial Advisors | 0.02% | Add +8.9% | 1,092,658 | $8.8M |
| Advisors Asset Management, Inc. | 0.15% | Reduce -2.0% | 1,036,282 | $8.3M |
| Greatmark Investment Partners, Inc. | 1.02% | Add +1.3% | 1,011,715 | $8.1M |
| Cerity Partners LLC | 0.01% | Add +23.7% | 968,109 | $7.8M |
| Royal Bank of Canada | 0.00% | Add +7.1% | 799,968 | $6.4M |
| Cohen & Steers, Inc. | 0.01% | No change | 785,251 | $6.3M |
| Penserra Capital Management LLC | 0.08% | Add +3.0% | 693,605 | $5.6M |
| Ameriprise Financial Inc. | 0.00% | Add +20.4% | 611,388 | $4.9M |
| Stifel Financial Corp. | 0.00% | Reduce -5.0% | 598,489 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.5% | 571,517 | $4.6M |
| Hennion & Walsh Asset Management, Inc. | 0.18% | Reduce -22.6% | 570,516 | $4.6M |
| Moors & Cabot, Inc. | 0.21% | Add +6.3% | 565,388 | $4.5M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +1.7% | 511,842 | $4.1M |
| Truist Financial Corp. | 0.01% | Add +53.7% | 498,856 | $4.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -2.2% | 471,113 | $3.8M |
| Cetera Investment Advisers | 0.01% | Add +1.7% | 470,523 | $3.8M |
| Fca Corp. | 1.09% | Add +3.9% | 454,604 | $3.6M |
| Thoma Capital Management LLC | 2.28% | Add +0.5% | 446,090 | $3.6M |
| Protective Life Corp. | 100.00% | No change | 440,000 | $3.5M |
| Lido Advisors, LLC | 0.02% | Reduce -0.8% | 398,064 | $3.2M |
| Capital Investment Advisors, LLC | 0.05% | Reduce -3.6% | 339,215 | $3.1M |
| Campbell Capital Management Inc. | 1.19% | Reduce -1.0% | 381,038 | $3.1M |
| Smith Asset Management Co., LLC | 2.44% | Reduce -1.2% | 353,052 | $2.8M |
| Chicago Partners Investment Group LLC | 0.08% | Add +6.5% | 347,690 | $2.8M |
| Ibex Wealth Advisors | 0.27% | Add +0.7% | 314,819 | $2.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.3% | 308,490 | $2.5M |
| Prelude Capital Management, LLC | 0.23% | No change | 300,000 | $2.4M |
| First Trust Advisors LP | 0.00% | Add +2.7% | 281,887 | $2.3M |
| NewEdge Advisors, LLC | 0.01% | Add +3.9% | 278,520 | $2.2M |
| Wealth Advisory Solutions, LLC | 0.56% | Add +12.5% | 274,632 | $2.2M |
| Fiera Capital Corp | 0.01% | Reduce -2.4% | 269,309 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.4% | 248,714 | $2.0M |
| CoreCap Advisors, LLC | 0.08% | Reduce -0.3% | 237,784 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +49.3% | 220,727 | $1.8M |
| MSH Capital Advisors LLC | 0.51% | Add +9.6% | 220,453 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.3% | 219,781 | $1.8M |
| Geneos Wealth Management Inc. | 0.04% | Add +10.3% | 208,255 | $1.7M |
| Wealthspire Advisors, LLC | 0.01% | New | 193,045 | $1.5M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +61.4% | 172,897 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -5.8% | 161,712 | $1.3M |
| Kestra Advisory Services, LLC | 0.01% | Add +20.0% | 159,139 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -7.7% | 145,556 | $1.2M |
| &partners | 0.01% | Add +4.7% | 142,246 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -33.8% | 129,078 | $1.0M |
| Samalin Investment Counsel, LLC | 0.36% | Add +3.8% | 114,822 | $921K |
| Triumph Capital Management | 0.27% | Add +10.0% | 110,974 | $890K |
| Advisory Services Network, LLC | 0.01% | Reduce -11.8% | 108,730 | $877K |
| AlphaCore Capital LLC | 0.03% | Add +10.1% | 102,959 | $833K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -0.5% | 102,362 | $821K |
| Palogic Value Management, L.P. | 0.35% | Reduce -1.0% | 100,317 | $805K |
| Melfa Wealth Management, Inc. | 0.49% | Reduce -2.5% | 97,230 | $780K |
| Linscomb Wealth, Inc. | 0.04% | New | 97,000 | $778K |
| Spire Wealth Management | 0.03% | Add +35.5% | 92,669 | $743K |
| E&G Advisors, LLC | 0.19% | Reduce -1.4% | 90,550 | $725K |
| Shulman DeMeo Asset Management LLC | 0.18% | Reduce -0.2% | 89,471 | $718K |
| Mariner, LLC | 0.00% | Add +15.2% | 89,081 | $714K |
| Readystate Asset Management LP | 0.05% | New | 88,024 | $706K |
| Bramshill Investments, LLC | 0.07% | Add +6.5% | 87,915 | $705K |
| Marino, Stram & Associates LLC | 0.14% | No change | 86,571 | $694K |
| Independent Financial Group, LLC | 0.02% | Add +4.6% | 79,435 | $637K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -8.0% | 77,543 | $622K |
| Diversify Wealth Management, LLC | 0.04% | No change | 73,000 | $589K |
| Accel Wealth Management | 0.20% | Add +0.5% | 73,416 | $589K |
| Wedbush Securities Inc. | 0.02% | Reduce -3.8% | 73,289 | $588K |
| Mission Hills Financial Advisory, LLC | 0.36% | Add +389.2% | 73,305 | $588K |
| Level Four Advisory Services, LLC | 0.02% | Add +0.2% | 72,055 | $578K |
| RVW Wealth, LLC | 0.05% | No change | 70,922 | $569K |
| Anchor Capital Management Group Inc | 0.26% | No change | 70,000 | $561K |
| Abel Hall, LLC | 0.26% | Add +600.0% | 70,000 | $561K |
| Rothschild Investment LLC | 0.03% | Reduce -83.8% | 69,400 | $557K |
| Stolper Co | 0.18% | Add +3.9% | 69,231 | $555K |
| Centurion Wealth Management LLC | 0.16% | Reduce -1.2% | 68,529 | $550K |
| Principal Securities, Inc. | 0.01% | Reduce -9.5% | 64,370 | $516K |
| Rockefeller Capital Management L.P. | 0.00% | New | 62,643 | $502K |
| International Assets Investment Management, LLC | 0.04% | Add +20.9% | 61,919 | $497K |
| Mosaic Family Wealth Partners, LLC | 0.06% | No change | 58,444 | $469K |
| UMB Bank, n.a. | 0.01% | No change | 55,993 | $449K |
| Walled Lake Planning & Wealth Management, LLC | 0.14% | No change | 55,269 | $443K |
| Shaker Financial Services, LLC | 0.16% | Add +3.2% | 54,700 | $442K |
| Ameritas Advisory Services, LLC | 0.02% | Add +7.9% | 54,151 | $434K |
| StoneX Group Inc. | 0.02% | Add +4.6% | 53,114 | $429K |
| Gridiron Partners, LLC | 0.26% | No change | 52,969 | $425K |
| Prospera Financial Services Inc | 0.01% | Add +9.7% | 51,542 | $413K |
| Live Oak Private Wealth LLC | 0.06% | No change | 51,460 | $413K |
| Harbour Investments, Inc. | 0.01% | No change | 51,076 | $410K |
| Comerica Bank | 0.00% | Reduce -16.4% | 50,420 | $404K |
| Tectonic Advisors LLC | 0.02% | No change | 50,000 | $401K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -25.7% | 49,977 | $401K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.8% | 49,682 | $398K |
"% of holder's portfolio" is JPC's weight in each manager's 13F, not the share of Nuveen Prefered & Income Opp the manager owns.