Nuveen Prefered & Income OppJPC

13F holders, Q4 2025 (December 31)
328holders +15
27new positions
20sold out
1famous investor
$8.12avg. 13F price*

At the end of Q4 2025, 328 institutions reported holding Nuveen Prefered & Income Opp (JPC) in their 13F filings, up 15 from Q3 2025. 27 opened new positions and 20 sold out. The largest holders were Morgan Stanley ($56.1M), Bank of America Corp. ($36.7M) and Wells Fargo & Company ($35.7M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions27$3.2M
Exits20$8.5M

All 13F filers, Q3 2025 → Q4 2025: 2,907,473 shares bought and 5,523,372 shares sold, net −2,615,899 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 328 holders

Morgan Stanley 0.00% Reduce -7.1% 6,918,424 $56.1M
Bank of America Corp. 0.00% Add +3.2% 4,522,267 $36.7M
Wells Fargo & Company 0.01% Reduce -2.1% 4,403,045 $35.7M
UBS Group AG 0.01% Add +3.1% 4,314,973 $35.0M
Raymond James Financial Inc. 0.01% Add +9.9% 3,823,922 $31.0M
Invesco Ltd. 0.00% Add +4.3% 3,151,446 $25.6M
LPL Financial LLC 0.01% Add +0.8% 2,252,995 $18.3M
Guggenheim Capital LLC 0.11% Reduce -0.4% 1,896,826 $15.4M
Commonwealth Equity Services, LLC 0.01% Reduce -34.1% 1,235,664 $10.0M
Captrust Financial Advisors 0.02% Add +3.8% 1,211,339 $9.8M
Osaic Holdings, Inc. 0.01% Reduce -1.4% 1,190,306 $9.7M
Royal Bank of Canada 0.00% Add +1.4% 1,130,474 $9.2M
Janney Montgomery Scott LLC 0.02% Add +0.8% 1,115,920 $9.1M
Cerity Partners LLC 0.01% Add +2.7% 1,025,620 $8.3M
Greatmark Investment Partners, Inc. 0.96% Reduce -0.4% 1,002,592 $8.1M
Mgo One Seven LLC 0.16% Reduce -3.7% 961,953 $7.8M
Smith Asset Management Co., LLC 6.20% Reduce -1.9% 926,024 $7.5M
Penserra Capital Management LLC 0.09% Add +10.2% 922,135 $7.5M
Advisors Asset Management, Inc. 0.11% Reduce -19.7% 818,097 $6.6M
Truist Financial Corp. 0.01% Reduce -23.4% 787,910 $6.4M
Cohen & Steers, Inc. 0.01% No change 785,251 $6.4M
Ameriprise Financial Inc. 0.00% Reduce -0.4% 757,993 $6.1M
Cetera Investment Advisers 0.01% Add +18.1% 733,307 $5.9M
Kestra Advisory Services, LLC 0.02% Add +56.8% 657,118 $5.3M
Chicago Partners Investment Group LLC 0.11% Add +0.7% 536,132 $4.4M
Moors & Cabot, Inc. 0.19% Reduce -0.2% 536,942 $4.4M
Fca Corp. 1.18% Add +8.9% 515,677 $4.2M
Stratos Wealth Partners, LTD. 0.05% Reduce -1.5% 502,224 $4.1M
Stifel Financial Corp. 0.00% Add +2.7% 480,149 $3.9M
Lido Advisors, LLC 0.01% No change 454,537 $3.8M
Protective Life Corp. 100.00% No change 440,000 $3.6M
Envestnet Asset Management Inc. 0.00% Reduce -24.2% 437,632 $3.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -7.2% 423,675 $3.4M
Hennion & Walsh Asset Management, Inc. 0.10% Reduce -26.9% 373,908 $3.0M
Wealth Enhancement Advisory Services, LLC 0.00% Add +15.6% 353,598 $2.9M
Campbell Capital Management Inc. 0.96% Reduce -1.2% 348,264 $2.8M
Fiera Capital Corp 0.01% Add +25.4% 346,849 $2.8M
NewEdge Advisors, LLC 0.01% Add +3.3% 340,448 $2.8M
Sanctuary Advisors, LLC 0.01% Add +7.4% 336,817 $2.7M
Steward Partners Investment Advisory, LLC 0.01% Add +26.3% 326,921 $2.7M
Jane Street Group, LLC 0.00% Add +176.5% 318,905 $2.6M
Capital Investment Advisors, LLC 0.04% Reduce -6.4% 314,730 $2.6M
Prelude Capital Management, LLC 0.18% No change 300,000 $2.4M
Ibex Wealth Advisors 0.23% Reduce -7.4% 292,799 $2.4M
Wealth Advisory Solutions, LLC 0.52% Reduce -0.1% 274,024 $2.2M
MSH Capital Advisors LLC 0.45% Add +2.0% 258,815 $2.1M
DAVENPORT & Co LLC 0.01% Reduce -1.5% 246,620 $2.0M
First Trust Advisors LP 0.00% Add +0.4% 237,856 $1.9M
CoreCap Advisors, LLC 0.06% Reduce -3.8% 222,344 $1.8M
J.W. Cole Advisors, Inc. 0.04% Add +76.1% 209,431 $1.7M
Wealthspire Advisors, LLC 0.01% Reduce -10.7% 202,186 $1.6M
Geneos Wealth Management Inc. 0.04% Add +0.8% 196,865 $1.6M
&partners 0.01% Add +34.3% 189,627 $1.5M
Wright Wealth LLC 0.91% — 172,985 $1.4M
Thrivent Financial for Lutherans 0.00% No change 161,712 $1.3M
UMB Bank, n.a. 0.02% Add +119.1% 158,854 $1.3M
E&G Advisors, LLC 0.29% Reduce -5.4% 158,245 $1.3M
Sowell Financial Services LLC 0.05% Reduce -0.2% 154,997 $1.3M
Thoma Capital Management LLC 0.72% Reduce -64.4% 154,498 $1.3M
Private Advisor Group, LLC 0.01% Reduce -3.8% 150,238 $1.2M
HighTower Advisors, LLC 0.00% Add +12.8% 146,735 $1.2M
Cary Street Partners Financial LLC 0.03% Add +2.8% 130,528 $1.1M
Wealthcare Advisory Partners LLC 0.02% Add +9.5% 123,451 $1.0M
Samalin Investment Counsel, LLC 0.34% Reduce -1.2% 118,931 $965K
Wedbush Securities Inc. 0.03% Reduce -6.6% 111,354 $903K
Advisory Services Network, LLC 0.01% Add +0.2% 109,682 $890K
Cornerstone Advisory, LLC 0.08% Reduce -20.7% 104,883 $851K
AlphaCore Capital LLC 0.02% Reduce -4.7% 101,834 $826K
Palogic Value Management, L.P. 0.35% Add +0.3% 100,564 $816K
World Investment Advisors 0.01% Add +447.4% 100,323 $814K
Diversify Wealth Management, LLC 0.04% Reduce -8.0% 98,358 $804K
Integrated Wealth Concepts LLC 0.01% Add +126.0% 97,432 $790K
Melfa Wealth Management, Inc. 0.45% Reduce -0.1% 97,108 $788K
Harbour Investments, Inc. 0.02% Add +19.8% 96,870 $786K
Kestra Private Wealth Services, LLC 0.01% Add +69.7% 95,424 $774K
Independent Financial Group, LLC 0.02% Add +8.1% 93,673 $760K
Triumph Capital Management 0.16% Add +4.0% 90,506 $734K
Spire Wealth Management 0.02% Reduce -1.7% 88,269 $716K
Mission Hills Financial Advisory, LLC 0.37% Add +18.5% 86,884 $705K
Marino, Stram & Associates LLC 0.13% No change 86,571 $702K
Mariner, LLC 0.00% Add +4.0% 85,794 $696K
Shulman DeMeo Asset Management LLC 0.16% Reduce -4.2% 85,354 $692K
Level Four Advisory Services, LLC 0.02% Add +13.1% 83,682 $679K
StoneX Group Inc. 0.03% Reduce -6.4% 77,525 $629K
Bramshill Investments, LLC 0.03% Add +0.7% 75,805 $615K
Curi Capital, LLC 0.01% No change 75,613 $613K
RVW Wealth, LLC 0.04% No change 70,922 $575K
Anchor Capital Management Group Inc 0.29% No change 70,000 $574K
Abel Hall, LLC 0.13% No change 70,000 $568K
Accel Wealth Management 0.15% Reduce -3.3% 68,329 $554K
Centurion Wealth Management LLC 0.12% Reduce -0.4% 67,748 $549K
Principal Securities, Inc. 0.01% Add +15.2% 67,631 $548K
Prospera Financial Services Inc 0.01% Reduce -2.4% 67,421 $547K
Rothschild Investment LLC 0.03% Reduce -3.3% 66,236 $537K
Live Oak Private Wealth LLC 0.07% No change 65,572 $532K
Comerica Bank 0.00% Reduce -1.5% 63,701 $517K
Investors Asset Management of Georgia Inc. /Ga/ 0.21% Add +3.3% 63,250 $513K
Mosaic Family Wealth Partners, LLC 0.05% No change 58,444 $474K
International Assets Investment Management, LLC 0.03% Reduce -8.1% 56,922 $462K
Capital Advisors Inc. 0.01% New 55,837 $453K

"% 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 328 holders