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
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $18.0M |
| Exits | 16 | $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 |
| Principal Securities, Inc. | 0.01% | Reduce -8.8% | 58,714 | $481K |
| Ameritas Advisory Services, LLC | 0.03% | Add +6.7% | 57,800 | $474K |
| Mosaic Family Wealth Partners, LLC | 0.06% | No change | 58,444 | $473K |
| MML Investors Services, LLC | 0.00% | Add +95.5% | 56,993 | $467K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +48.5% | 56,248 | $461K |
| Walled Lake Planning & Wealth Management, LLC | 0.15% | No change | 55,269 | $453K |
| Gridiron Partners, LLC | 0.25% | Add +3036.0% | 1,661,104 | $434K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +5.9% | 52,930 | $434K |
| Tectonic Advisors LLC | 0.02% | No change | 50,000 | $410K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +42.5% | 49,216 | $404K |
| One Wealth Capital Management, LLC | 0.18% | Add +2.2% | 49,025 | $402K |
| Laird Norton Wetherby Wealth Management, LLC | 0.02% | Add +32.4% | 48,995 | $402K |
| D.A. Davidson & Co. | 0.00% | Add +128.6% | 46,757 | $383K |
| NWF Advisory Services Inc. | 0.04% | Add +6.9% | 46,618 | $382K |
| Carson Advisory Inc. | 0.20% | No change | 45,861 | $376K |
| Investmark Advisory Group LLC | 0.16% | Add +3.6% | 45,253 | $371K |
| Operose Advisors LLC | 0.09% | No change | 44,465 | $365K |
| Integrated Wealth Concepts LLC | 0.00% | Add +286.7% | 43,107 | $353K |
| Smith Chas P & Associates Pa Cpas | 0.03% | No change | 42,500 | $349K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -16.1% | 41,659 | $342K |
| Sage Capital Advisors,llc | 0.08% | Reduce -1.9% | 41,179 | $338K |
| Portfolio Strategies, Inc. | 0.04% | New | 40,638 | $333K |
| Quantinno Capital Management LP | 0.00% | Add +246.4% | 37,938 | $311K |
| Onyx Financial Advisors, LLC | 0.14% | No change | 37,848 | $310K |
| Kingswood Wealth Advisors, LLC | 0.02% | New | 36,400 | $298K |
| IFG Advisory, LLC | 0.01% | Add +2.0% | 35,685 | $293K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +6.0% | 34,608 | $284K |
| Elevate Capital Advisors, LLC | 0.20% | Add +120.4% | 34,582 | $284K |
| Daymark Wealth Partners, LLC | 0.01% | New | 34,405 | $282K |
| Baird Financial Group, Inc. | 0.00% | Add +93.6% | 33,596 | $275K |
| IHT Wealth Management, LLC | 0.01% | New | 33,553 | $275K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -8.8% | 33,231 | $272K |
| Choreo, LLC | 0.00% | Reduce -6.9% | 31,975 | $264K |
| Uptown Financial Advisors LLC | 0.23% | No change | 31,600 | $259K |
| Mercer Global Advisors Inc. | 0.00% | Add +2.1% | 31,522 | $258K |
| Private Trust Co. NA | 0.02% | No change | 31,148 | $255K |
| Silver Oak Securities, Incorporated | 0.02% | New | 30,993 | $254K |
| Prairie Wealth Advisors, Inc. | 0.10% | Add +3.9% | 30,171 | $249K |
| Farther Finance Advisors, LLC | 0.00% | Add +142.2% | 30,371 | $249K |
| Elevation Point Wealth Partners, LLC | 0.02% | New | 29,637 | $245K |
| Fifth Third Bancorp | 0.00% | Add +1798.5% | 29,845 | $245K |
| Advisor OS, LLC | 0.02% | Add +0.4% | 29,623 | $243K |
| Physician Wealth Advisors, Inc. | 0.03% | New | 29,367 | $241K |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.2% | 28,037 | $230K |
| SageView Advisory Group, LLC | 0.01% | Add +96.0% | 27,730 | $227K |
| Concord Wealth Partners | 0.03% | Add +1090.0% | 27,561 | $226K |
| Caldwell Sutter Capital, Inc. | 0.10% | No change | 27,144 | $223K |
| Whittier Trust Co. | 0.00% | No change | 27,043 | $220K |
| Summit Financial, LLC | 0.00% | Add +0.6% | 26,563 | $218K |
| Duncker Streett & Co. Inc. | 0.04% | Reduce -3.6% | 26,451 | $217K |
| Creative Planning | 0.00% | Add +110.6% | 26,285 | $216K |
| Equitable Holdings, Inc. | 0.00% | New | 25,746 | $211K |
| Penbrook Management LLC | 0.15% | No change | 25,710 | $211K |
| Gill Capital Partners, LLC | 0.06% | Add +76.8% | 25,622 | $210K |
| Fortitude Advisory Group L.L.C. | 0.11% | No change | 25,561 | $210K |
| Sigma Planning Corp | 0.01% | New | 25,413 | $208K |
| Pathstone Holdings, LLC | 0.00% | No change | 25,000 | $205K |
| Keybank National Association | 0.00% | No change | 24,921 | $204K |
| Wagner Wealth Management, LLC | 0.05% | New | 24,568 | $201K |
| Catalina Capital Group, LLC | 0.12% | No change | 24,437 | $200K |
| Park Avenue Securities LLC | 0.00% | Reduce -3.9% | 23,945 | $196K |
| International Private Wealth Advisors LLC | 0.12% | Add +2.3% | 23,670 | $194K |
| Berger Financial Group, Inc | 0.01% | Reduce -0.3% | 23,635 | $194K |
| Valley Brook Capital Group, Inc. | 0.13% | Add +70.5% | 22,996 | $189K |
| Apollon Wealth Management, LLC | 0.00% | Add +1.5% | 22,504 | $185K |
| Sage Capital Management, LLC | 0.08% | Add +9.8% | 22,500 | $185K |
| Glass Jacobson Investment Advisors llc | 0.07% | No change | 22,462 | $184K |
| PFG Investments, LLC | 0.01% | Add +39.1% | 22,193 | $182K |
| Fisher Asset Management | 0.00% | Add +51.8% | 22,129 | $181K |
| Tyche Wealth Partners LLC | 0.03% | Add +40.4% | 22,075 | $181K |
| Merit Financial Group, LLC | 0.00% | Reduce -14.6% | 21,998 | $180K |
| Burney Co./ | 0.01% | No change | 21,710 | $178K |
| Realta Investment Advisors | 0.06% | Add +1.7% | 21,584 | $177K |
| Allworth Financial LP | 0.00% | Add +22.1% | 21,564 | $177K |
| Wesbanco Bank Inc. | 0.00% | No change | 21,511 | $176K |
| Clifford Swan Investment Counsel LLC | 0.01% | No change | 21,424 | $176K |
| Founders Financial Alliance, LLC | 0.03% | Add +56.8% | 20,716 | $170K |
| Kingstone Capital Partners Texas, LLC | 0.10% | Add +3.0% | 20,412 | $167K |
| Waterfront Wealth Inc. | 0.03% | Add +4.4% | 20,662 | $167K |
| HUB Investment Partners, LLC | 0.01% | Reduce -44.8% | 20,318 | $167K |
| Tsfg, LLC | 0.03% | No change | 20,222 | $166K |
| Susquehanna International Group, LLP | 0.00% | New | 19,926 | $163K |
| WealthTrust Axiom LLC | 0.04% | No change | 19,879 | $163K |
| Concorde Asset Management, LLC | 0.07% | — | 19,832 | $163K |
| Jacobi Capital Management LLC | 0.01% | Add +14.8% | 19,175 | $157K |
| J. L. Bainbridge & Co., Inc. | 0.01% | No change | 18,991 | $156K |
| Summit Trail Advisors, LLC | 0.00% | Add +2.5% | 18,755 | $155K |
| Zacks Investment Management | 0.00% | New | 18,443 | $151K |
| RFG Advisory, LLC | 0.00% | New | 18,422 | $151K |
| U.S. Capital Wealth Advisors, LLC | 0.00% | Add +25.7% | 18,352 | $150K |
| World Investment Advisors | 0.00% | New | 18,326 | $150K |
| Ameriflex Group, Inc. | 0.06% | Add +100.0% | 18,032 | $148K |
| Shufro Rose & Co. LLC | 0.01% | No change | 18,373 | $146K |
| Clearstead Advisors, LLC | 0.00% | Add +2.5% | 17,338 | $142K |
| Alpha Cubed Investments, LLC | 0.00% | Add +5.5% | 16,776 | $138K |
| Huntleigh Advisors, Inc. | 0.02% | New | 16,720 | $137K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -14.3% | 16,673 | $137K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 16,645 | $136K |
| Snowden Capital Advisors LLC | 0.00% | Reduce -29.0% | 16,485 | $136K |
| MKT Advisors LLC | 0.05% | Add +6.4% | 16,558 | $136K |
| Corient Private Wealth LP | 0.00% | No change | 16,531 | $136K |
| Horizon Kinetics Asset Management LLC | 0.00% | Reduce -41.9% | 16,426 | $135K |
| Belpointe Asset Management LLC | 0.01% | Add +6.8% | 15,988 | $131K |
| Advance Capital Management, Inc. | 0.01% | No change | 15,926 | $131K |
| Royal Fund Management, LLC | 0.02% | New | 11,187 | $130K |
| Beacon Financial Group | 0.01% | Add +2.2% | 15,661 | $128K |
| Stonegate Investment Group, LLC | 0.00% | No change | 15,488 | $127K |
| Argentarii, LLC | 0.05% | No change | 15,073 | $124K |
| Arax Advisory Partners | 0.00% | Reduce -5.6% | 14,722 | $121K |
| River Wealth Advisors LLC | 0.01% | New | 14,688 | $120K |
| Post Resch Tallon Group Inc. | 0.11% | No change | 14,560 | $119K |
| Ritholtz Wealth Management | 0.00% | New | 14,550 | $119K |
| TCFG Wealth Management, LLC | 0.05% | No change | 14,525 | $119K |
| MAI Capital Management | 0.00% | Add +9.4% | 14,198 | $116K |
| Parsons Capital Management Inc. | 0.01% | Add +3.6% | 14,193 | $116K |
| CreativeOne Wealth, LLC | 0.00% | Reduce -3.0% | 14,164 | $116K |
| Waverly Advisors, LLC | 0.00% | Add +21.7% | 14,011 | $115K |
| JB Capital LLC | 0.01% | New | 14,011 | $115K |
| Ieq Capital, LLC | 0.00% | No change | 13,843 | $114K |
| VeraBank, N.A. | 0.02% | No change | 13,658 | $112K |
| Beacon Financial Advisory LLC | 0.03% | Add +2.4% | 13,602 | $112K |
| Perigon Wealth Management, LLC | 0.00% | No change | 13,312 | $109K |
| Gerber Kawasaki Wealth & Investment Management | 0.00% | Add +0.8% | 13,270 | $109K |
| Johnson & White Wealth Management, LLC | 0.05% | No change | 13,127 | $108K |
| Pacific Wealth Strategies Group, Inc. | 0.07% | Add +30.0% | 13,000 | $107K |
| Etesian Wealth Advisors, Inc. | 0.04% | No change | 13,000 | $107K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | New | 13,000 | $107K |
| Smith Shellnut Wilson LLC | 0.04% | No change | 12,855 | $105K |
| 180 Wealth Advisors, LLC | 0.01% | Reduce -1.9% | 12,819 | $105K |
| SFE Investment Counsel | 0.02% | No change | 12,816 | $105K |
| Tradition Wealth Management, LLC | 0.01% | Reduce -5.2% | 12,677 | $104K |
| Capital Investment Advisory Services, LLC | 0.01% | New | 12,498 | $102K |
| Leigh Baldwin & Co., LLC | 0.06% | New | 12,429 | $102K |
| Aspire Growth Partners LLC | 0.07% | Add +2.5% | 12,168 | $100K |
| Coastline Trust Co | 0.01% | No change | 12,143 | $100K |
| Cahaba Wealth Management, Inc. | 0.01% | New | 12,108 | $99K |
| Baker Avenue Asset Management, LP | 0.00% | Reduce -4.0% | 12,000 | $98K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.03% | No change | 12,000 | $98K |
| Kovack Advisors, Inc. | 0.01% | Reduce -20.2% | 11,843 | $97K |
| Titleist Asset Management, LLC | 0.01% | No change | 11,833 | $97K |
| Powell Investment Advisors, LLC | 0.03% | No change | 11,627 | $96K |
| LifeSteps Financial, Inc. | 0.06% | No change | 11,520 | $94K |
| BankPlus Wealth Management LLC | 0.06% | New | 11,507 | $94K |
| Ironsides Asset Advisors, LLC | 0.02% | No change | 11,428 | $94K |
| Steel Grove Capital Advisors, LLC | 0.01% | No change | 11,653 | $93K |
| Sunpointe, LLC | 0.03% | No change | 11,200 | $93K |
| Certified Advisory Corp | 0.01% | Add +1.9% | 11,051 | $91K |
| Stock Yards Bank & Trust Co. | 0.00% | New | 10,904 | $89K |
| Anchor Investment Management, LLC | 0.01% | Add +0.4% | 10,779 | $88K |
| Arkadios Wealth Advisors | 0.00% | New | 10,687 | $88K |
| Accredited Investor Services, LLC | 0.06% | Reduce -9.0% | 10,565 | $87K |
| Ellis Investment Partners, LLC | 0.02% | Add +1.8% | 10,244 | $84K |
| CENTRAL TRUST Co | 0.00% | Add +3.0% | 10,162 | $83K |
| Evolution Wealth Advisors, LLC | 0.01% | No change | 10,162 | $83K |
| Maryland Capital Advisors Inc. | 0.03% | No change | 10,009 | $82K |
| Future Financial Wealth Managment LLC | 0.05% | No change | 10,000 | $82K |
| Hollencrest Capital Management | 0.00% | No change | 9,862 | $81K |
| Pathway Financial Advisers, LLC | 0.02% | Reduce -26.7% | 8,771 | $72K |
| Cwm, LLC | 0.00% | Reduce -3.8% | 8,173 | $67K |
| Lanark Financial, Inc. | 0.01% | No change | 8,135 | $67K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 7,908 | $65K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -30.1% | 6,396 | $52K |
| Harbor Investment Advisory, LLC | 0.00% | New | 6,248 | $51K |
| US Bancorp \de | 0.00% | Add +202.3% | 5,977 | $49K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,943 | $40K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +1.2% | 4,887 | $40K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 4,202 | $34K |
| CoreFirst Bank & Trust | 0.02% | No change | 4,197 | $34K |
| AdvisorNet Financial, Inc | 0.00% | Add +72.3% | 4,105 | $34K |
| Sound Income Strategies, LLC | 0.00% | Reduce -42.1% | 3,901 | $32K |
| Financial Consulate, Inc. | 0.00% | New | 3,749 | $31K |
| WPG Advisers, LLC | 0.02% | Reduce -6.9% | 3,284 | $27K |
| FNY Investment Advisers, LLC | 0.01% | No change | 3,000 | $24K |
| NFSG Corp | 0.00% | No change | 2,872 | $24K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 2,600 | $21K |
| Turim 21 Investimentos Ltda. | 0.01% | New | 2,479 | $20K |
| Blue Trust, Inc. | 0.00% | No change | 2,398 | $20K |
| Aventura Private Wealth, LLC | 0.01% | New | 2,000 | $16K |
| TCTC Holdings, LLC | 0.00% | New | 1,999 | $16K |
| Main Street Group, LTD | 0.00% | No change | 1,681 | $14K |
| Creekmur Asset Management LLC | 0.00% | Add +2.2% | 1,549 | $13K |
| Citizens National Bank Trust Department | 0.00% | No change | 1,400 | $11K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,229 | $10K |
| Assetmark, Inc. | 0.00% | Add +88.6% | 1,154 | $9K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,154 | $9K |
| Turning Point Benefit Group, Inc. | 0.01% | New | 1,092 | $9K |
| HFM Investment Advisors, LLC | 0.00% | No change | 1,043 | $9K |
| Global Retirement Partners, LLC | 0.00% | Add +435.4% | 1,028 | $8K |
| SWAN Capital LLC | 0.00% | No change | 995 | $8K |
| Russell Investments Group, Ltd. | 0.00% | Add +108.5% | 961 | $8K |
| Cape Investment Advisory, Inc. | 0.01% | No change | 941 | $8K |
| Sunbelt Securities, Inc. | 0.00% | New | 869 | $7K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 805 | $7K |
| Atlantic Union Bankshares Corp | 0.00% | New | 750 | $6K |
| Trust Co | 0.00% | No change | 676 | $6K |
| Caldwell Trust Co | 0.00% | Reduce -38.4% | 669 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 667 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 551 | $5K |
| Gen-Wealth Partners Inc | 0.00% | Reduce -53.8% | 429 | $4K |
| LRI Investments, LLC | 0.00% | No change | 427 | $4K |
| Salem Investment Counselors Inc. | 0.00% | New | 374 | $3K |
| JPMorgan Chase & Co. | 0.00% | No change | 359 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 350 | $3K |
| Highline Wealth Partners LLC | 0.00% | New | 300 | $2K |
| Trust Co. of Toledo NA | 0.00% | No change | 276 | $2K |
| Jones Financial Companies LLLP | 0.00% | Reduce -96.7% | 266 | $2K |
| ORG Partners LLC | 0.00% | No change | 247 | $2K |
| Montag A & Associates Inc. | 0.00% | No change | 219 | $2K |
| Parallel Advisors, LLC | 0.00% | Reduce -78.4% | 136 | $1K |
| MV Capital Management, Inc. | 0.00% | New | 95 | $779 |
| Pflug Koory, LLC | 0.00% | No change | 66 | $541 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -89.8% | 43 | $353 |
| GAMMA Investing LLC | 0.00% | No change | 7 | $57 |
"% of holder's portfolio" is JPC's weight in each manager's 13F, not the share of Nuveen Prefered & Income Opp the manager owns.