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 |
| One Wealth Capital Management, LLC | 0.18% | No change | 47,965 | $385K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.18% | Add +3.2% | 47,750 | $383K |
| Jane Street Group, LLC | 0.00% | New | 47,315 | $379K |
| Carson Advisory Inc. | 0.23% | Reduce -8.0% | 45,861 | $368K |
| Operose Advisors LLC | 0.10% | No change | 44,465 | $357K |
| Investmark Advisory Group LLC | 0.16% | Add +0.4% | 43,688 | $350K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -1.9% | 43,649 | $350K |
| NWF Advisory Services Inc. | 0.04% | Reduce -0.4% | 43,620 | $350K |
| XTX Topco Ltd | 0.01% | New | 42,539 | $341K |
| Smith Chas P & Associates Pa Cpas | 0.02% | Add +142.9% | 42,500 | $341K |
| Sage Capital Advisors,llc | 0.08% | Reduce -8.8% | 41,989 | $337K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -27.7% | 37,874 | $304K |
| Onyx Financial Advisors, LLC | 0.14% | Add +200.5% | 37,848 | $304K |
| Curi Capital, LLC | 0.01% | Add +0.1% | 36,816 | $297K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 36,995 | $297K |
| HUB Investment Partners, LLC | 0.01% | Reduce -10.1% | 36,774 | $295K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -7.8% | 36,458 | $292K |
| IFG Advisory, LLC | 0.01% | Reduce -13.9% | 34,989 | $281K |
| Choreo, LLC | 0.00% | Reduce -0.1% | 34,334 | $278K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +6.0% | 34,531 | $277K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -2.0% | 32,639 | $262K |
| Uptown Financial Advisors LLC | 0.24% | No change | 31,600 | $253K |
| Private Trust Co. NA | 0.02% | Add +6.3% | 31,148 | $250K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -18.1% | 30,861 | $248K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.3% | 29,581 | $237K |
| Advisor OS, LLC | 0.02% | Add +0.4% | 29,494 | $237K |
| Prairie Wealth Advisors, Inc. | 0.10% | Reduce -3.8% | 29,041 | $235K |
| MML Investors Services, LLC | 0.00% | Add +71.5% | 29,156 | $234K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 28,250 | $227K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 27,439 | $220K |
| Caldwell Sutter Capital, Inc. | 0.10% | No change | 27,144 | $218K |
| J.W. Cole Advisors, Inc. | 0.00% | Add +27.1% | 27,106 | $217K |
| Whittier Trust Co. | 0.00% | Reduce -4.1% | 27,043 | $217K |
| Summit Financial, LLC | 0.00% | New | 26,404 | $214K |
| Merit Financial Group, LLC | 0.00% | Add +65.1% | 25,746 | $206K |
| Penbrook Management LLC | 0.15% | No change | 25,710 | $206K |
| Fortitude Advisory Group L.L.C. | 0.12% | No change | 25,561 | $205K |
| Pathstone Holdings, LLC | 0.00% | No change | 25,000 | $201K |
| Park Avenue Securities LLC | 0.00% | Reduce -5.0% | 24,913 | $200K |
| Keybank National Association | 0.00% | No change | 24,921 | $200K |
| Catalina Capital Group, LLC | 0.13% | No change | 24,437 | $196K |
| Berger Financial Group, Inc | 0.01% | Add +1.8% | 23,711 | $190K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -11.3% | 23,207 | $188K |
| International Private Wealth Advisors LLC | 0.16% | Add +2.4% | 23,129 | $185K |
| Glass Jacobson Investment Advisors llc | 0.07% | Reduce -6.1% | 22,462 | $180K |
| Apollon Wealth Management, LLC | 0.00% | Add +1.5% | 22,175 | $178K |
| Burney Co./ | 0.01% | Reduce -37.7% | 21,710 | $174K |
| Wesbanco Bank Inc. | 0.01% | No change | 21,511 | $173K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 21,424 | $172K |
| Realta Investment Advisors | 0.07% | Add +1.8% | 21,214 | $170K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -75.1% | 20,922 | $170K |
| Sage Capital Management, LLC | 0.08% | Reduce -16.3% | 20,500 | $164K |
| D.A. Davidson & Co. | 0.00% | Add +8.7% | 20,458 | $164K |
| Tsfg, LLC | 0.03% | No change | 20,222 | $162K |
| WealthTrust Axiom LLC | 0.05% | No change | 19,879 | $159K |
| Kingstone Capital Partners Texas, LLC | 0.10% | Add +6.6% | 19,818 | $159K |
| Waterfront Wealth Inc. | 0.04% | Add +0.1% | 19,790 | $159K |
| PSI Advisors, LLC | 0.08% | Add +1.3% | 19,669 | $158K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +0.1% | 19,449 | $156K |
| J. L. Bainbridge & Co., Inc. | 0.01% | No change | 18,991 | $152K |
| Summit Trail Advisors, LLC | 0.00% | Add +2.6% | 18,299 | $148K |
| Shufro Rose & Co. LLC | 0.01% | No change | 18,373 | $146K |
| Allworth Financial LP | 0.00% | Add +106.2% | 17,661 | $142K |
| Baird Financial Group, Inc. | 0.00% | Add +4.5% | 17,356 | $139K |
| Clearstead Advisors, LLC | 0.00% | Add +3.2% | 16,917 | $136K |
| Jacobi Capital Management LLC | 0.01% | Add +60.6% | 16,700 | $134K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 16,645 | $133K |
| Corient Private Wealth LP | 0.00% | Reduce -20.3% | 16,531 | $133K |
| PFG Investments, LLC | 0.01% | Add +23.4% | 15,949 | $128K |
| Advance Capital Management, Inc. | 0.01% | New | 15,926 | $128K |
| Alpha Cubed Investments, LLC | 0.00% | No change | 15,899 | $128K |
| Tyche Wealth Partners LLC | 0.03% | No change | 15,726 | $126K |
| MKT Advisors LLC | 0.05% | Reduce -3.1% | 15,560 | $126K |
| Elevate Capital Advisors, LLC | 0.10% | Add +2.6% | 15,691 | $126K |
| Arax Advisory Partners | 0.01% | New | 15,593 | $125K |
| Stonegate Investment Group, LLC | 0.00% | Reduce -3.1% | 15,488 | $124K |
| Beacon Financial Group | 0.01% | Add +2.3% | 15,322 | $123K |
| Argentarii, LLC | 0.06% | Reduce -0.6% | 15,073 | $121K |
| Belpointe Asset Management LLC | 0.01% | Reduce -9.6% | 14,964 | $120K |
| Kovack Advisors, Inc. | 0.01% | Add +25.3% | 14,843 | $119K |
| U.S. Capital Wealth Advisors, LLC | 0.00% | No change | 14,602 | $117K |
| CreativeOne Wealth, LLC | 0.00% | Reduce -2.1% | 14,602 | $117K |
| Fisher Asset Management | 0.00% | Add +5.3% | 14,574 | $117K |
| Post Resch Tallon Group Inc. | 0.11% | No change | 14,560 | $117K |
| TCFG Wealth Management, LLC | 0.05% | No change | 14,525 | $116K |
| Gill Capital Partners, LLC | 0.04% | Reduce -1.7% | 14,492 | $116K |
| SageView Advisory Group, LLC | 0.00% | No change | 14,147 | $114K |
| Beacon Capital Management, LLC | 0.02% | No change | 14,258 | $114K |
| Brookstone Capital Management | 0.00% | New | 13,992 | $112K |
| Ieq Capital, LLC | 0.00% | Reduce -6.7% | 13,843 | $111K |
| Parsons Capital Management Inc. | 0.01% | No change | 13,695 | $110K |
| VeraBank, N.A. | 0.02% | No change | 13,658 | $110K |
| Valley Brook Capital Group, Inc. | 0.08% | No change | 13,489 | $108K |
| Tradition Wealth Management, LLC | 0.01% | No change | 13,369 | $107K |
| Perigon Wealth Management, LLC | 0.00% | Add +8.2% | 13,312 | $107K |
| Beacon Financial Advisory LLC | 0.03% | Add +0.4% | 13,284 | $107K |
| Founders Financial Alliance, LLC | 0.02% | No change | 13,208 | $106K |
| Gerber Kawasaki Wealth & Investment Management | 0.00% | Add +0.8% | 13,159 | $106K |
| Johnson & White Wealth Management, LLC | 0.05% | New | 13,127 | $105K |
| 180 Wealth Advisors, LLC | 0.01% | No change | 13,069 | $105K |
| Etesian Wealth Advisors, Inc. | 0.04% | Reduce -7.1% | 13,000 | $104K |
| MAI Capital Management | 0.00% | Add +4.1% | 12,972 | $104K |
| Compound Planning, Inc. | 0.00% | Add +1.6% | 12,910 | $104K |
| Smith Shellnut Wilson LLC | 0.04% | No change | 12,855 | $103K |
| SFE Investment Counsel | 0.02% | No change | 12,816 | $103K |
| Farther Finance Advisors, LLC | 0.00% | Add +1.2% | 12,542 | $101K |
| Baker Avenue Asset Management, LP | 0.00% | New | 12,500 | $100K |
| Creative Planning | 0.00% | Add +13.7% | 12,482 | $100K |
| Northstar Financial Companies, Inc. | 0.10% | Reduce -65.1% | 12,475 | $100K |
| Coastline Trust Co | 0.01% | No change | 12,143 | $97K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.04% | No change | 12,000 | $97K |
| Pathway Financial Advisers, LLC | 0.03% | Add +1.0% | 11,964 | $96K |
| Aspire Growth Partners LLC | 0.08% | Add +0.8% | 11,872 | $95K |
| Titleist Asset Management, LLC | 0.01% | Reduce -5.3% | 11,833 | $95K |
| Powell Investment Advisors, LLC | 0.04% | No change | 11,627 | $94K |
| Steel Grove Capital Advisors, LLC | 0.01% | No change | 11,653 | $93K |
| Accredited Investor Services, LLC | 0.07% | Reduce -3.3% | 11,610 | $93K |
| LifeSteps Financial, Inc. | 0.06% | No change | 11,520 | $92K |
| Waverly Advisors, LLC | 0.00% | New | 11,512 | $92K |
| Ironsides Asset Advisors, LLC | 0.03% | New | 11,428 | $92K |
| Sunpointe, LLC | 0.04% | New | 11,200 | $90K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -11.0% | 11,147 | $89K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -6.8% | 11,059 | $89K |
| Quantinno Capital Management LP | 0.00% | New | 10,952 | $88K |
| Certified Advisory Corp | 0.01% | Add +1.9% | 10,850 | $87K |
| Anchor Investment Management, LLC | 0.01% | Add +0.4% | 10,733 | $86K |
| Evolution Wealth Advisors, LLC | 0.01% | New | 10,162 | $81K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 10,073 | $81K |
| Pacific Wealth Strategies Group, Inc. | 0.05% | No change | 10,000 | $81K |
| Ellis Investment Partners, LLC | 0.02% | Reduce -23.6% | 10,060 | $81K |
| Maryland Capital Advisors Inc. | 0.03% | New | 10,009 | $80K |
| Future Financial Wealth Managment 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% | No change | 9,862 | $79K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.1% | 9,150 | $73K |
| Ameriflex Group, Inc. | 0.04% | No change | 9,016 | $72K |
| Cwm, LLC | 0.00% | Add +0.1% | 8,491 | $68K |
| Lanark Financial, Inc. | 0.01% | Reduce -1.3% | 8,135 | $65K |
| Jones Financial Companies LLLP | 0.00% | Add +133900.0% | 8,040 | $64K |
| Strategic Wealth Partners, Ltd. | 0.01% | — | 7,908 | $63K |
| Sound Income Strategies, LLC | 0.00% | Add +72.7% | 6,734 | $54K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,943 | $40K |
| Hazlett, Burt & Watson, Inc. | 0.02% | Add +5.4% | 4,828 | $39K |
| Pinnacle Bancorp, Inc. | 0.01% | New | 4,202 | $34K |
| CoreFirst Bank & Trust | 0.02% | New | 4,197 | $34K |
| WPG Advisers, LLC | 0.02% | Reduce -23.9% | 3,527 | $28K |
| FNY Investment Advisers, LLC | 0.01% | No change | 3,000 | $24K |
| NFSG Corp | 0.00% | New | 2,872 | $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 +2.6% | 2,382 | $19K |
| Concord Wealth Partners | 0.00% | Add +2.3% | 2,316 | $19K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | — | 2,174 | $17K |
| Game Plan Financial Advisors, LLC | 0.01% | No change | 1,977 | $16K |
| US Bancorp \de | 0.00% | Reduce -91.9% | 1,977 | $16K |
| Main Street Group, LTD | 0.00% | No change | 1,681 | $13K |
| Fifth Third Bancorp | 0.00% | Reduce -95.0% | 1,572 | $13K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 1,550 | $12K |
| Creekmur Asset Management LLC | 0.00% | Add +2.3% | 1,515 | $12K |
| Citizens National Bank Trust Department | 0.00% | No change | 1,400 | $11K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,229 | $10K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -91.4% | 1,154 | $9K |
| Caldwell Trust Co | 0.00% | Reduce -14.2% | 1,086 | $9K |
| HFM Investment Advisors, LLC | 0.00% | No change | 1,043 | $8K |
| SWAN Capital LLC | 0.00% | No change | 995 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 941 | $8K |
| Gen-Wealth Partners Inc | 0.00% | No change | 929 | $7K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 805 | $6K |
| Trust Co | 0.00% | No change | 676 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 667 | $5K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 654 | $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 |
| Tower Research Capital LLC (TRC) | 0.00% | Add +742.0% | 421 | $3K |
| Financial Gravity Companies, Inc. | 0.00% | — | 388 | $3K |
| JPMorgan Chase & Co. | 0.00% | No change | 359 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 350 | $3K |
| Trust Co. of Toledo NA | 0.00% | New | 276 | $2K |
| ORG Partners LLC | 0.00% | No change | 247 | $2K |
| Montag A & Associates Inc. | 0.00% | No change | 219 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 192 | $2K |
| Pflug Koory, LLC | 0.00% | No change | 66 | $529 |
| Gleason Group, Inc. | 0.00% | No change | 23 | $187 |
| GAMMA Investing LLC | 0.00% | New | 7 | $56 |
"% of holder's portfolio" is JPC's weight in each manager's 13F, not the share of Nuveen Prefered & Income Opp the manager owns.