Nuveen Prefered & Income OppJPC

13F holders, Q3 2025 (September 30)
313holders +25
44new positions
16sold out
2famous investors
$8.00avg. 13F price*

At the end of Q3 2025, 313 institutions reported holding Nuveen Prefered & Income Opp (JPC) in their 13F filings, up 25 from Q2 2025. 44 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($61.1M), Wells Fargo & Company ($36.9M) and Bank of America Corp. ($35.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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

0100200300400 Q1 2024: 286Q1 2024Q2 2024: 281Q2 2024Q3 2024: 288Q3 2024Q4 2024: 297Q4 2024Q1 2025: 284Q1 2025Q2 2025: 288Q2 2025Q3 2025: 313Q3 2025Q4 2025: 328Q4 2025Q1 2026: 322Q1 2026Q2 2026: 331Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions44$18.0M
Exits16$3.0M

All 13F filers, Q2 2025 → Q3 2025: 10,789,708 shares bought and 2,053,428 shares sold, net +8,736,280 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 313 holders

Morgan Stanley 0.00% Add +8.1% 7,445,312 $61.1M
Wells Fargo & Company 0.01% Add +19.5% 4,495,530 $36.9M
Bank of America Corp. 0.00% Add +4.3% 4,381,849 $35.9M
UBS Group AG 0.01% Reduce -0.3% 4,184,723 $34.3M
Raymond James Financial Inc. 0.01% Add +0.7% 3,479,392 $28.5M
Invesco Ltd. 0.00% Add +2.4% 3,020,882 $24.8M
LPL Financial LLC 0.01% Add +17.7% 2,235,019 $18.3M
Guggenheim Capital LLC 0.12% Add +15.1% 1,905,196 $15.6M
Commonwealth Equity Services, LLC 0.02% Reduce -20.8% 1,873,917 $15.4M
Osaic Holdings, Inc. 0.01% Add +6.2% 1,207,173 $9.8M
Captrust Financial Advisors 0.02% Add +6.8% 1,167,349 $9.6M
Royal Bank of Canada 0.00% Add +39.4% 1,115,379 $9.1M
Janney Montgomery Scott LLC 0.02% Add +93.6% 1,106,638 $9.1M
Truist Financial Corp. 0.01% Add +106.1% 1,028,129 $8.4M
Advisors Asset Management, Inc. 0.14% Reduce -1.7% 1,018,506 $8.4M
Greatmark Investment Partners, Inc. 0.99% Reduce -0.5% 1,006,905 $8.3M
Mgo One Seven LLC 0.19% New 998,699 $8.2M
Cerity Partners LLC 0.01% Add +3.1% 998,542 $8.2M
Smith Asset Management Co., LLC 6.59% Add +167.4% 944,134 $7.7M
Penserra Capital Management LLC 0.08% Add +20.6% 836,745 $6.9M
Cohen & Steers, Inc. 0.01% No change 785,251 $6.4M
Ameriprise Financial Inc. 0.00% Add +24.5% 760,935 $6.2M
Cetera Investment Advisers 0.01% Add +32.0% 621,071 $5.1M
Envestnet Asset Management Inc. 0.00% Add +87.2% 577,429 $4.7M
Moors & Cabot, Inc. 0.19% Reduce -4.8% 537,988 $4.4M
Sit Investment Associates Inc. 0.09% Reduce -55.7% 529,686 $4.3M
Chicago Partners Investment Group LLC 0.11% Add +53.1% 532,503 $4.3M
Hennion & Walsh Asset Management, Inc. 0.15% Reduce -10.4% 511,302 $4.2M
Stratos Wealth Partners, LTD. 0.05% Reduce -0.4% 509,852 $4.2M
Fca Corp. 1.08% Add +4.2% 473,561 $3.9M
Stifel Financial Corp. 0.00% Reduce -21.9% 467,628 $3.8M
Lido Advisors, LLC 0.02% Add +14.2% 454,537 $3.8M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -3.1% 456,630 $3.7M
Protective Life Corp. 100.00% No change 440,000 $3.6M
Thoma Capital Management LLC 2.04% Reduce -2.8% 433,571 $3.6M
Kestra Advisory Services, LLC 0.02% Add +163.4% 419,141 $3.4M
Campbell Capital Management Inc. 1.11% Reduce -7.5% 352,416 $2.9M
Capital Investment Advisors, LLC 0.05% Reduce -0.9% 336,171 $2.8M
NewEdge Advisors, LLC 0.01% Add +18.4% 329,703 $2.7M
Ibex Wealth Advisors 0.25% Add +0.4% 316,087 $2.6M
Sanctuary Advisors, LLC 0.01% Add +42.8% 313,737 $2.6M
Wealth Enhancement Advisory Services, LLC 0.00% Add +38.6% 306,017 $2.5M
Prelude Capital Management, LLC 0.19% No change 300,000 $2.5M
Fiera Capital Corp 0.01% Add +2.7% 276,567 $2.3M
Wealth Advisory Solutions, LLC 0.55% Reduce -0.1% 274,382 $2.2M
Steward Partners Investment Advisory, LLC 0.01% Add +49.7% 258,868 $2.1M
MSH Capital Advisors LLC 0.56% Add +15.1% 253,766 $2.1M
DAVENPORT & Co LLC 0.01% Add +0.7% 250,423 $2.1M
First Trust Advisors LP 0.00% Reduce -16.0% 236,904 $1.9M
CoreCap Advisors, LLC 0.07% Reduce -2.9% 231,012 $1.9M
Wealthspire Advisors, LLC 0.01% Add +17.3% 226,486 $1.9M
Geneos Wealth Management Inc. 0.04% Reduce -6.2% 195,356 $1.6M
Readystate Asset Management LP 0.14% Add +103.5% 179,162 $1.5M
E&G Advisors, LLC 0.32% Add +84.7% 167,236 $1.4M
Thrivent Financial for Lutherans 0.00% No change 161,712 $1.3M
Private Advisor Group, LLC 0.01% Add +7.3% 156,103 $1.3M
Sowell Financial Services LLC 0.05% New 155,277 $1.3M
&partners 0.01% Reduce -0.8% 141,154 $1.2M
Cornerstone Advisory, LLC 0.11% New 132,318 $1.1M
HighTower Advisors, LLC 0.00% Add +0.8% 130,059 $1.1M
Cary Street Partners Financial LLC 0.03% Add +24.1% 127,028 $1.0M
Samalin Investment Counsel, LLC 0.34% Add +4.8% 120,369 $987K
Wedbush Securities Inc. 0.03% Add +62.7% 119,215 $978K
J.W. Cole Advisors, Inc. 0.02% Add +338.7% 118,918 $975K
Jane Street Group, LLC 0.00% Add +143.7% 115,326 $946K
Wealthcare Advisory Partners LLC 0.02% Add +45.4% 112,721 $924K
Citadel Advisors 0.00% New 111,662 $916K
Advisory Services Network, LLC 0.01% Add +0.7% 109,470 $898K
AlphaCore Capital LLC 0.03% Add +3.8% 106,866 $883K
Diversify Wealth Management, LLC 0.05% Add +46.4% 106,881 $872K
Palogic Value Management, L.P. 0.35% No change 100,317 $823K
Melfa Wealth Management, Inc. 0.47% No change 97,230 $797K
Spire Wealth Management 0.03% Reduce -3.1% 89,763 $736K
Shulman DeMeo Asset Management LLC 0.17% Reduce -0.5% 89,054 $730K
Triumph Capital Management 0.19% Reduce -21.6% 87,033 $714K
Independent Financial Group, LLC 0.02% Add +9.1% 86,681 $711K
Marino, Stram & Associates LLC 0.13% No change 86,571 $710K
Virtu Financial LLC 0.04% New 85,144 $698K
StoneX Group Inc. 0.03% Add +56.0% 82,830 $685K
Mariner, LLC 0.00% Reduce -7.4% 82,511 $677K
Harbour Investments, Inc. 0.01% Add +58.3% 80,866 $663K
Curi Capital, LLC 0.01% Add +105.4% 75,613 $623K
Bramshill Investments, LLC 0.04% Reduce -14.4% 75,286 $617K
Level Four Advisory Services, LLC 0.02% Add +2.7% 73,990 $607K
Mission Hills Financial Advisory, LLC 0.32% No change 73,305 $601K
UMB Bank, n.a. 0.01% Add +29.5% 72,492 $594K
Cottage Street Advisors LLC 0.25% New 71,890 $589K
RVW Wealth, LLC 0.05% No change 70,922 $582K
Accel Wealth Management 0.17% Reduce -3.8% 70,665 $579K
Anchor Capital Management Group Inc 0.29% No change 70,000 $574K
Abel Hall, LLC 0.23% No change 70,000 $574K
Everstar Asset Management, LLC 0.32% New 69,074 $566K
Prospera Financial Services Inc 0.01% Add +34.0% 69,069 $566K
Rothschild Investment LLC 0.03% Reduce -1.3% 68,510 $562K
Centurion Wealth Management LLC 0.13% Reduce -0.7% 68,050 $558K
Live Oak Private Wealth LLC 0.07% Add +27.4% 65,572 $538K
Comerica Bank 0.00% Add +28.2% 64,649 $530K
Rockefeller Capital Management L.P. 0.00% Reduce -0.3% 62,439 $512K
Investors Asset Management of Georgia Inc. /Ga/ 0.21% Add +28.3% 61,250 $502K
International Assets Investment Management, LLC 0.04% No change 61,919 $501K

"% of holder's portfolio" is JPC's weight in each manager's 13F, not the share of Nuveen Prefered & Income Opp the manager owns.

Show all 313 holders