Nuveen Prefered & Income OppJPC

13F holders, Q1 2026 (March 31)
322holders −6
35new positions
36sold out
2famous investors
$7.55avg. 13F price*

At the end of Q1 2026, 322 institutions reported holding Nuveen Prefered & Income Opp (JPC) in their 13F filings, down 6 from Q4 2025. 35 opened new positions and 36 sold out. The largest holders were Morgan Stanley ($41.0M), Bank of America Corp. ($36.0M) and Wells Fargo & Company ($35.1M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions35$6.1M
Exits36$18.4M

All 13F filers, Q4 2025 → Q1 2026: 4,942,964 shares bought and 5,240,806 shares sold, net −297,842 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 322 holders

Morgan Stanley 0.00% Reduce -21.3% 5,442,892 $41.0M
Bank of America Corp. 0.00% Add +5.6% 4,777,122 $36.0M
Wells Fargo & Company 0.01% Add +5.6% 4,648,791 $35.1M
UBS Group AG 0.01% Add +1.9% 4,399,194 $33.2M
Raymond James Financial Inc. 0.01% Add +6.5% 4,071,964 $30.7M
Royal Bank of Canada 0.00% Add +154.9% 2,881,952 $21.7M
Invesco Ltd. 0.00% Reduce -18.3% 2,574,651 $19.4M
LPL Financial LLC 0.00% Add +1.2% 2,279,903 $17.2M
Guggenheim Capital LLC 0.11% Add +0.6% 1,907,472 $14.4M
Captrust Financial Advisors 0.02% Add +26.9% 1,536,912 $11.6M
Commonwealth Equity Services, LLC 0.01% Reduce -1.1% 1,221,702 $9.2M
Osaic Holdings, Inc. 0.01% Add +2.0% 1,214,016 $9.2M
Cerity Partners LLC 0.01% Add +16.4% 1,194,265 $9.0M
Janney Montgomery Scott LLC 0.02% Reduce -0.8% 1,107,112 $8.3M
Greatmark Investment Partners, Inc. 0.87% Reduce -1.7% 985,860 $7.4M
Mgo One Seven LLC 0.15% Add +2.2% 982,812 $7.4M
Smith Asset Management Co., LLC 5.90% Reduce -1.6% 911,404 $6.9M
Truist Financial Corp. 0.01% Add +12.7% 888,223 $6.7M
Cetera Investment Advisers 0.01% Add +9.6% 803,340 $6.1M
Ameriprise Financial Inc. 0.00% Add +4.9% 794,989 $6.0M
Cohen & Steers, Inc. 0.01% No change 785,251 $5.9M
Kestra Advisory Services, LLC 0.02% Add +13.3% 744,388 $5.6M
Advisors Asset Management, Inc. 0.08% Reduce -18.2% 669,557 $5.0M
Moors & Cabot, Inc. 0.17% Add +0.4% 539,130 $4.1M
Fca Corp. 1.12% Add +2.1% 526,494 $4.0M
Chicago Partners Investment Group LLC 0.09% Reduce -8.9% 488,314 $3.9M
Stratos Wealth Partners, LTD. 0.04% Reduce -2.5% 489,684 $3.7M
Lido Advisors, LLC 0.01% Add +0.0% 454,737 $3.5M
Protective Life Corp. 11.03% No change 440,000 $3.3M
Stifel Financial Corp. 0.00% Reduce -8.9% 437,603 $3.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.9% 431,675 $3.3M
Envestnet Asset Management Inc. 0.00% Reduce -8.5% 400,398 $3.0M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -0.9% 350,571 $2.7M
Steward Partners Investment Advisory, LLC 0.01% Add +7.6% 351,622 $2.7M
Sanctuary Advisors, LLC 0.01% Add +0.6% 338,977 $2.6M
Fiera Capital Corp 0.01% Reduce -4.9% 329,854 $2.5M
Hennion & Walsh Asset Management, Inc. 0.08% Reduce -12.7% 326,333 $2.5M
NewEdge Advisors, LLC 0.01% Reduce -7.6% 314,614 $2.4M
Jane Street Group, LLC 0.00% Reduce -2.6% 310,476 $2.3M
Ibex Wealth Advisors 0.20% Reduce -0.3% 292,047 $2.2M
Prelude Capital Management, LLC 0.17% Reduce -3.5% 289,477 $2.2M
Capital Investment Advisors, LLC 0.03% Reduce -14.2% 269,938 $2.0M
MSH Capital Advisors LLC 0.40% Reduce -2.5% 252,239 $1.9M
DAVENPORT & Co LLC 0.01% Reduce -2.7% 240,022 $1.8M
Wealth Advisory Solutions, LLC 0.37% Reduce -19.9% 219,469 $1.7M
CoreCap Advisors, LLC 0.06% Reduce -1.8% 218,363 $1.6M
First Trust Advisors LP 0.00% Reduce -9.2% 216,026 $1.6M
Harbour Investments, Inc. 0.02% Add +113.4% 206,694 $1.6M
Wealthspire Advisors, LLC 0.01% Add +0.2% 202,659 $1.5M
Geneos Wealth Management Inc. 0.03% Add +1.1% 198,972 $1.5M
Wright Wealth LLC 0.98% Add +12.3% 194,179 $1.5M
&partners 0.01% Reduce -5.5% 179,290 $1.4M
Jupiter Wealth Management LLC 0.53% New 168,733 $1.3M
Thrivent Financial for Lutherans 0.00% No change 161,712 $1.2M
UMB Bank, n.a. 0.02% No change 158,854 $1.2M
HighTower Advisors, LLC 0.00% Add +6.1% 155,624 $1.2M
E&G Advisors, LLC 0.26% Reduce -2.8% 153,900 $1.2M
Private Advisor Group, LLC 0.00% Reduce -7.5% 139,034 $1.0M
Wealthcare Advisory Partners LLC 0.02% Add +11.2% 137,282 $1.0M
Cary Street Partners Financial LLC 0.03% Add +5.0% 137,079 $1.0M
Wedbush Securities Inc. 0.03% Add +3.6% 115,387 $870K
Mission Hills Financial Advisory, LLC 0.43% Add +29.1% 112,170 $846K
Advisory Services Network, LLC 0.01% Reduce -0.4% 109,229 $824K
Samalin Investment Counsel, LLC 0.28% Reduce -11.2% 105,673 $797K
Cornerstone Advisory, LLC 0.07% No change 104,883 $791K
Diversify Wealth Management, LLC 0.01% Add +0.4% 98,708 $780K
Palogic Value Management, L.P. 0.34% No change 100,564 $758K
AlphaCore Capital LLC 0.02% Reduce -2.7% 99,111 $753K
World Investment Advisors 0.01% Reduce -0.4% 99,927 $753K
Millennium Management 0.00% New 99,353 $749K
Melfa Wealth Management, Inc. 0.42% Reduce -0.1% 97,015 $731K
Triumph Capital Management 0.15% Add +3.4% 93,553 $711K
Independent Financial Group, LLC 0.02% Reduce -0.8% 92,933 $701K
StoneX Group Inc. 0.04% Add +18.8% 92,101 $700K
XTX Topco Ltd 0.01% New 90,392 $682K
Benchmark Investment Advisors LLC 0.39% — 88,000 $664K
Marino, Stram & Associates LLC 0.12% No change 86,571 $653K
Waverly Advisors, LLC 0.00% Add +514.5% 86,099 $649K
Mariner, LLC 0.00% Reduce -0.3% 85,582 $644K
Kestra Private Wealth Services, LLC 0.01% Reduce -10.9% 85,035 $641K
Level Four Advisory Services, LLC 0.02% Add +0.5% 84,083 $634K
Abel Hall, LLC 0.13% Add +19.4% 83,600 $630K
Prospera Financial Services Inc 0.01% Add +22.3% 82,462 $622K
Spire Wealth Management 0.02% Reduce -9.4% 79,969 $603K
Shulman DeMeo Asset Management LLC 0.12% Reduce -9.0% 77,701 $586K
Bramshill Investments, LLC 0.05% Reduce -0.6% 75,329 $568K
Pathstone Holdings, LLC 0.00% Add +50.3% 74,508 $562K
Rothschild Investment LLC 0.03% Add +7.3% 71,079 $536K
RVW Wealth, LLC 0.04% No change 70,922 $535K
Fifth Third Bancorp 0.00% Add +617.2% 70,860 $534K
Patriot Financial Group Insurance Agency, LLC 0.03% Add +100.0% 68,970 $520K
Principal Securities, Inc. 0.01% Add +0.1% 67,725 $511K
Investors Asset Management of Georgia Inc. /Ga/ 0.21% Add +6.3% 67,250 $507K
Centurion Wealth Management LLC 0.11% Reduce -1.1% 66,984 $505K
Everstar Asset Management, LLC 0.27% New 66,075 $498K
Live Oak Private Wealth LLC 0.07% No change 65,572 $494K
Kingsbury Capital Investment Advisors LLC 0.46% — 65,219 $492K
Accel Wealth Management 0.13% Reduce -4.8% 65,015 $490K
Mosaic Family Wealth Partners, LLC 0.05% Add +5.1% 61,444 $463K
Curi Capital, LLC 0.01% Reduce -19.4% 60,965 $463K

"% 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 322 holders