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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $3.2M |
| Exits | 20 | $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 |
| MML Investors Services, LLC | 0.00% | Reduce -2.0% | 55,831 | $453K |
| Walled Lake Planning & Wealth Management, LLC | 0.14% | No change | 55,269 | $448K |
| Gridiron Partners, LLC | 0.24% | Reduce -96.8% | 52,969 | $430K |
| B. Riley Wealth Advisors, Inc. | 0.02% | No change | 52,930 | $429K |
| Citadel Advisors | 0.00% | Reduce -52.7% | 52,811 | $428K |
| Global Retirement Partners, LLC | 0.01% | Add +5016.1% | 52,594 | $427K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -16.4% | 52,209 | $423K |
| First Merchants Corp. | 0.02% | New | 51,643 | $419K |
| Onyx Financial Advisors, LLC | 0.17% | Add +32.5% | 50,149 | $407K |
| Tectonic Advisors LLC | 0.02% | No change | 50,000 | $406K |
| Cottage Street Advisors LLC | 0.17% | Reduce -30.8% | 49,782 | $404K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +1.0% | 49,695 | $403K |
| Pathstone Holdings, LLC | 0.00% | Add +98.3% | 49,570 | $402K |
| One Wealth Capital Management, LLC | 0.17% | No change | 49,025 | $398K |
| NWF Advisory Services Inc. | 0.04% | Add +0.8% | 46,974 | $381K |
| Investmark Advisory Group LLC | 0.16% | Add +0.5% | 45,486 | $369K |
| Carson Advisory Inc. | 0.19% | Reduce -1.7% | 45,061 | $365K |
| Operose Advisors LLC | 0.08% | No change | 44,465 | $361K |
| Savvy Advisors, Inc. | 0.01% | New | 43,265 | $351K |
| Smith Chas P & Associates Pa Cpas | 0.02% | No change | 42,500 | $345K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -27.0% | 42,211 | $342K |
| Sage Capital Advisors,llc | 0.08% | Add +2.5% | 42,193 | $342K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.9% | 40,888 | $332K |
| Silver Oak Securities, Incorporated | 0.02% | Add +27.0% | 39,363 | $320K |
| Liberty Wealth Management LLC | 0.04% | New | 38,295 | $311K |
| D.A. Davidson & Co. | 0.00% | Reduce -21.3% | 36,794 | $298K |
| Elevate Capital Advisors, LLC | 0.19% | Add +2.1% | 35,311 | $286K |
| Mercer Global Advisors Inc. | 0.00% | Add +11.1% | 35,016 | $284K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -0.4% | 34,485 | $280K |
| Daymark Wealth Partners, LLC | 0.01% | No change | 34,405 | $279K |
| Kovack Advisors, Inc. | 0.01% | Add +188.1% | 34,117 | $277K |
| Susquehanna International Group, LLP | 0.00% | Add +69.9% | 33,850 | $275K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.6% | 33,396 | $271K |
| Fund Advisors of America Inc | 0.24% | — | 32,854 | $266K |
| Elevation Point Wealth Partners, LLC | 0.01% | Add +8.8% | 32,255 | $262K |
| IHT Wealth Management, LLC | 0.01% | Reduce -4.2% | 32,146 | $261K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 31,755 | $258K |
| Uptown Financial Advisors LLC | 0.22% | No change | 31,600 | $256K |
| Kingswood Wealth Advisors, LLC | 0.01% | Reduce -13.8% | 31,392 | $255K |
| Merit Financial Group, LLC | 0.00% | Add +41.7% | 31,178 | $253K |
| Private Trust Co. NA | 0.02% | No change | 31,148 | $253K |
| Fortitude Advisory Group L.L.C. | 0.11% | Add +20.2% | 30,719 | $249K |
| Asset One Wealth Management LLC | 0.03% | — | 29,850 | $244K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -10.0% | 29,895 | $242K |
| Creative Planning | 0.00% | Add +12.5% | 29,564 | $240K |
| Advisor OS, LLC | 0.02% | Reduce -0.5% | 29,490 | $239K |
| Physician Wealth Advisors, Inc. | 0.03% | No change | 29,367 | $238K |
| Equitable Holdings, Inc. | 0.00% | Add +12.9% | 29,059 | $236K |
| M Holdings Securities, Inc. | 0.02% | New | 28,107 | $228K |
| Concord Wealth Partners | 0.03% | Add +0.6% | 27,725 | $225K |
| Snowden Capital Advisors LLC | 0.01% | Add +67.6% | 27,624 | $224K |
| Caldwell Sutter Capital, Inc. | 0.09% | No change | 27,144 | $220K |
| SageGuard Financial Group, LLC | 0.03% | — | 26,722 | $217K |
| Summit Financial, LLC | 0.00% | Reduce -0.4% | 26,466 | $215K |
| Kingstone Capital Partners Texas, LLC | 0.12% | Add +27.4% | 25,997 | $211K |
| Whittier Trust Co. | 0.00% | Reduce -4.5% | 25,835 | $211K |
| IFG Advisory, LLC | 0.01% | Reduce -28.1% | 25,661 | $208K |
| Sigma Planning Corp | 0.01% | Reduce -0.1% | 25,398 | $206K |
| Keybank National Association | 0.00% | No change | 24,921 | $202K |
| Allworth Financial LP | 0.00% | Add +15.3% | 24,871 | $202K |
| Closed-End Fund Advisors, Inc. | 0.12% | — | 24,785 | $201K |
| Catalina Capital Group, LLC | 0.12% | Add +0.5% | 24,565 | $199K |
| Duncker Streett & Co. Inc. | 0.04% | Reduce -7.5% | 24,474 | $198K |
| HUB Investment Partners, LLC | 0.01% | Add +20.4% | 24,462 | $198K |
| International Private Wealth Advisors LLC | 0.12% | Add +3.0% | 24,389 | $198K |
| Berger Financial Group, Inc | 0.01% | Add +2.3% | 24,179 | $196K |
| Choreo, LLC | 0.00% | Reduce -25.8% | 23,723 | $194K |
| Wagner Wealth Management, LLC | 0.04% | Reduce -4.5% | 23,465 | $190K |
| Founders Financial Alliance, LLC | 0.04% | Add +11.6% | 23,108 | $187K |
| Valley Brook Capital Group, Inc. | 0.12% | No change | 22,996 | $186K |
| PFG Investments, LLC | 0.01% | Add +3.5% | 22,968 | $186K |
| Apollon Wealth Management, LLC | 0.00% | Add +1.7% | 22,893 | $186K |
| Gill Capital Partners, LLC | 0.06% | Reduce -11.2% | 22,748 | $184K |
| Glass Jacobson Investment Advisors llc | 0.07% | Add +0.2% | 22,502 | $182K |
| Sage Capital Management, LLC | 0.08% | No change | 22,500 | $182K |
| Tyche Wealth Partners LLC | 0.03% | Add +0.5% | 22,176 | $180K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -28.6% | 21,700 | $176K |
| Waterfront Wealth Inc. | 0.03% | Add +0.1% | 20,673 | $168K |
| Jacobi Capital Management LLC | 0.01% | Add +6.8% | 20,475 | $166K |
| Tsfg, LLC | 0.02% | No change | 20,222 | $164K |
| DV Trading LLC | 0.01% | — | 20,218 | $164K |
| Park Avenue Securities LLC | 0.00% | Reduce -16.2% | 20,071 | $163K |
| Vines Capital Management, LLC | 0.16% | — | 19,913 | $161K |
| WealthTrust Axiom LLC | 0.04% | No change | 19,879 | $161K |
| Summit Trail Advisors, LLC | 0.00% | Add +3.3% | 19,365 | $157K |
| Mueller Wealth, LLC | 0.13% | — | 19,187 | $156K |
| J. L. Bainbridge & Co., Inc. | 0.01% | No change | 18,991 | $154K |
| Clifford Swan Investment Counsel LLC | 0.01% | Reduce -11.5% | 18,952 | $154K |
| RFG Advisory, LLC | 0.00% | Add +2.4% | 18,867 | $153K |
| Concorde Asset Management, LLC | 0.06% | Reduce -6.8% | 18,482 | $150K |
| Bank of New York Mellon Corp | 0.00% | Reduce -34.3% | 18,427 | $149K |
| Shufro Rose & Co. LLC | 0.01% | No change | 18,373 | $149K |
| U.S. Capital Wealth Advisors, LLC | 0.00% | No change | 18,352 | $149K |
| Burney Co./ | 0.00% | Reduce -15.8% | 18,289 | $148K |
| Clearstead Advisors, LLC | 0.00% | Add +3.3% | 17,902 | $145K |
| CreativeOne Wealth, LLC | 0.00% | Add +25.5% | 17,771 | $144K |
| Quantinno Capital Management LP | 0.00% | Reduce -53.5% | 17,640 | $143K |
| JB Capital LLC | 0.01% | Add +25.4% | 17,568 | $142K |
| SageView Advisory Group, LLC | 0.00% | Reduce -36.8% | 17,539 | $142K |
| Zacks Investment Management | 0.00% | Reduce -5.0% | 17,521 | $142K |
| Corient Private Wealth LP | 0.00% | Add +4.8% | 17,322 | $141K |
| Huntleigh Advisors, Inc. | 0.02% | No change | 16,720 | $136K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +0.1% | 16,695 | $135K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 16,645 | $135K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 16,426 | $133K |
| Beacon Financial Group | 0.01% | Add +2.9% | 16,112 | $131K |
| Alpha Cubed Investments, LLC | 0.00% | Reduce -4.0% | 16,109 | $131K |
| Advance Capital Management, Inc. | 0.01% | No change | 15,926 | $129K |
| Realta Investment Advisors | 0.04% | Reduce -27.4% | 15,668 | $127K |
| Two Sigma Securities, LLC | 0.02% | New | 15,362 | $125K |
| Perigon Wealth Management, LLC | 0.00% | Add +15.0% | 15,312 | $124K |
| Argentarii, LLC | 0.04% | No change | 15,073 | $122K |
| Segment Wealth Management, LLC | 0.01% | New | 15,006 | $122K |
| Belpointe Asset Management LLC | 0.00% | Reduce -6.8% | 14,901 | $121K |
| Arax Advisory Partners | 0.00% | No change | 14,722 | $119K |
| River Wealth Advisors LLC | 0.01% | No change | 14,688 | $119K |
| Post Resch Tallon Group Inc. | 0.10% | No change | 14,560 | $118K |
| Parsons Capital Management Inc. | 0.01% | No change | 14,193 | $115K |
| US Bancorp \de | 0.00% | Add +134.6% | 14,021 | $114K |
| Waverly Advisors, LLC | 0.00% | No change | 14,011 | $114K |
| Etesian Wealth Advisors, Inc. | 0.04% | Add +7.7% | 14,000 | $114K |
| Ieq Capital, LLC | 0.00% | No change | 13,843 | $112K |
| Royal Fund Management, LLC | 0.01% | Add +23.6% | 13,823 | $112K |
| Beacon Financial Advisory LLC | 0.03% | Add +0.5% | 13,672 | $111K |
| VeraBank, N.A. | 0.02% | No change | 13,658 | $111K |
| Gerber Kawasaki Wealth & Investment Management | 0.00% | Add +1.2% | 13,426 | $109K |
| MKT Advisors LLC | 0.04% | Reduce -19.1% | 13,388 | $109K |
| Wesbanco Bank Inc. | 0.00% | Reduce -38.6% | 13,212 | $107K |
| Tempo Wealth, LLC | 0.02% | — | 13,034 | $106K |
| Pacific Wealth Strategies Group, Inc. | 0.06% | No change | 13,000 | $105K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 13,000 | $105K |
| Smith Shellnut Wilson LLC | 0.04% | No change | 12,855 | $104K |
| 180 Wealth Advisors, LLC | 0.01% | Add +0.2% | 12,841 | $104K |
| SFE Investment Counsel | 0.02% | No change | 12,816 | $104K |
| Client 1ST Advisory Group, LLC | 0.03% | New | 12,721 | $103K |
| Tradition Wealth Management, LLC | 0.01% | No change | 12,677 | $103K |
| Aspire Growth Partners LLC | 0.07% | Add +3.3% | 12,564 | $102K |
| Strategic Financial Concepts, LLC | 0.09% | New | 12,554 | $102K |
| Diesslin Group, Inc. | 0.04% | — | 12,528 | $102K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 12,498 | $101K |
| Coastline Trust Co | 0.01% | No change | 12,143 | $98K |
| Cahaba Wealth Management, Inc. | 0.01% | No change | 12,108 | $98K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.03% | No change | 12,000 | $97K |
| American Financial Advisors, LLC | 0.01% | New | 12,000 | $97K |
| Baker Avenue Asset Management, LP | 0.00% | No change | 12,000 | $97K |
| Titleist Asset Management, LLC | 0.01% | No change | 11,833 | $96K |
| Johnson & White Wealth Management, LLC | 0.04% | Reduce -10.4% | 11,767 | $95K |
| Steel Grove Capital Advisors, LLC | 0.01% | No change | 11,653 | $95K |
| Powell Investment Advisors, LLC | 0.03% | No change | 11,627 | $94K |
| LifeSteps Financial, Inc. | 0.06% | No change | 11,520 | $93K |
| Ironsides Asset Advisors, LLC | 0.02% | No change | 11,428 | $93K |
| Certified Advisory Corp | 0.01% | Add +2.4% | 11,320 | $92K |
| Sunpointe, LLC | 0.03% | No change | 11,200 | $91K |
| Oakworth Capital, Inc. | 0.00% | New | 10,966 | $89K |
| Stock Yards Bank & Trust Co. | 0.00% | No change | 10,904 | $88K |
| BankPlus Wealth Management LLC | 0.05% | Reduce -5.3% | 10,892 | $88K |
| Integrity Advisory Solutions, LLC | 0.01% | New | 10,657 | $86K |
| Fox Hill Wealth Management | 0.04% | New | 10,633 | $86K |
| W.H. Cornerstone Investments Inc. | 0.05% | New | 10,489 | $85K |
| Leigh Baldwin & Co., LLC | 0.06% | Reduce -16.5% | 10,380 | $84K |
| Collaborative Wealth Managment Inc. | 0.03% | New | 10,290 | $83K |
| Maryland Capital Advisors Inc. | 0.03% | Reduce -0.0% | 10,005 | $81K |
| Future Financial Wealth Managment LLC | 0.05% | No change | 10,000 | $81K |
| Proathlete Wealth Management LLC | 0.02% | New | 9,888 | $80K |
| Fifth Third Bancorp | 0.00% | Reduce -66.9% | 9,880 | $80K |
| Hollencrest Capital Management | 0.00% | Reduce -2.2% | 9,645 | $78K |
| Anchor Investment Management, LLC | 0.01% | Reduce -13.2% | 9,357 | $76K |
| Ameriflex Group, Inc. | 0.04% | Reduce -50.0% | 9,016 | $73K |
| Cwm, LLC | 0.00% | Add +7.7% | 8,799 | $71K |
| Lanark Financial, Inc. | 0.01% | No change | 8,135 | $66K |
| Sunbelt Securities, Inc. | 0.00% | Add +820.6% | 8,000 | $65K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 7,908 | $64K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 7,645 | $62K |
| CENTRAL TRUST Co | 0.00% | Reduce -26.3% | 7,493 | $61K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 6,248 | $51K |
| MAI Capital Management | 0.00% | Reduce -60.0% | 5,675 | $46K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,943 | $40K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +1.6% | 4,966 | $40K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -29.9% | 4,483 | $36K |
| CoreFirst Bank & Trust | 0.02% | No change | 4,197 | $34K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.9% | 4,184 | $34K |
| Sound Income Strategies, LLC | 0.00% | No change | 3,901 | $31K |
| Financial Consulate, Inc. | 0.00% | No change | 3,749 | $30K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 3,207 | $26K |
| PNC Financial Services Group, Inc. | 0.00% | Add +173.3% | 3,154 | $26K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 2,600 | $21K |
| Dynamic Wealth Strategies, LLC | 0.01% | New | 2,499 | $20K |
| WPG Advisers, LLC | 0.01% | Reduce -24.7% | 2,474 | $20K |
| Blue Trust, Inc. | 0.00% | No change | 2,398 | $19K |
| Turim 21 Investimentos Ltda. | 0.01% | Reduce -10.7% | 2,215 | $18K |
| Smartleaf Asset Management LLC | 0.00% | New | 1,999 | $16K |
| Aventura Private Wealth, LLC | 0.01% | No change | 2,000 | $16K |
| TCTC Holdings, LLC | 0.00% | No change | 1,999 | $16K |
| Garton & Associates Financial Advisors LLC | 0.01% | — | 1,900 | $15K |
| Assetmark, Inc. | 0.00% | Add +48.4% | 1,713 | $14K |
| Citizens National Bank Trust Department | 0.00% | No change | 1,400 | $11K |
| Tucker Asset Management LLC | 0.00% | New | 1,249 | $10K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 1,229 | $10K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 1,137 | $9K |
| Turning Point Benefit Group, Inc. | 0.00% | No change | 1,092 | $9K |
| HFM Investment Advisors, LLC | 0.00% | No change | 1,043 | $8K |
| SWAN Capital LLC | 0.00% | No change | 995 | $8K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.6% | 976 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 941 | $8K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -78.5% | 902 | $7K |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 805 | $7K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -0.3% | 748 | $6K |
| Trust Co | 0.00% | No change | 676 | $5K |
| Caldwell Trust Co | 0.00% | No change | 669 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 667 | $5K |
| Motiv8 Investments LLC | 0.00% | New | 627 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 551 | $4K |
| LRI Investments, LLC | 0.00% | No change | 427 | $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% | No change | 300 | $2K |
| Navalign, LLC | 0.00% | New | 277 | $2K |
| Trust Co. of Toledo NA | 0.00% | No change | 276 | $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% | No change | 136 | $1K |
| MV Capital Management, Inc. | 0.00% | No change | 95 | $771 |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 87 | $706 |
| Pflug Koory, LLC | 0.00% | No change | 66 | $535 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -76.7% | 10 | $81 |
| GAMMA Investing LLC | 0.00% | No change | 7 | $57 |
| Sfam, LLC | 0.00% | — | 1 | $8 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 1 | $5 |
"% of holder's portfolio" is JPC's weight in each manager's 13F, not the share of Nuveen Prefered & Income Opp the manager owns.