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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $6.1M |
| Exits | 36 | $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 |
| Mercer Global Advisors Inc. | 0.00% | Add +69.6% | 59,402 | $448K |
| International Assets Investment Management, LLC | 0.03% | Add +0.1% | 56,984 | $444K |
| Wealth Effects LLC | 0.15% | New | 56,090 | $423K |
| Walled Lake Planning & Wealth Management, LLC | 0.12% | No change | 55,269 | $417K |
| MML Investors Services, LLC | 0.00% | Reduce -4.3% | 53,452 | $403K |
| Savvy Advisors, Inc. | 0.01% | Add +23.1% | 53,244 | $401K |
| One Wealth Capital Management, LLC | 0.17% | No change | 49,025 | $389K |
| Onyx Financial Advisors, LLC | 0.16% | No change | 50,149 | $378K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -4.2% | 50,009 | $377K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -2.0% | 51,889 | $376K |
| Cottage Street Advisors LLC | 0.16% | Add +0.0% | 49,799 | $375K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -0.0% | 49,680 | $375K |
| Investmark Advisory Group LLC | 0.15% | Add +5.6% | 48,023 | $362K |
| Susquehanna International Group, LLP | 0.00% | Add +40.2% | 47,450 | $358K |
| NWF Advisory Services Inc. | 0.04% | Reduce -0.5% | 46,721 | $352K |
| IHT Wealth Management, LLC | 0.01% | Add +42.6% | 45,844 | $346K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.2% | 44,644 | $337K |
| Operose Advisors LLC | 0.08% | No change | 44,465 | $335K |
| Sage Capital Advisors,llc | 0.08% | Add +4.0% | 43,899 | $331K |
| Gridiron Partners, LLC | 0.20% | Reduce -18.1% | 43,356 | $327K |
| Ameritas Advisory Services, LLC | 0.01% | No change | 42,211 | $318K |
| Carson Advisory Inc. | 0.16% | Reduce -7.8% | 41,561 | $313K |
| Equitable Holdings, Inc. | 0.00% | Add +31.5% | 38,221 | $307K |
| First Merchants Corp. | 0.01% | Reduce -23.9% | 39,283 | $296K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -0.8% | 39,045 | $294K |
| Virtu Financial LLC | 0.01% | New | 38,097 | $287K |
| Liberty Wealth Management LLC | 0.04% | Reduce -1.1% | 37,890 | $286K |
| HRT Financial LP | 0.00% | New | 37,687 | $284K |
| HUB Investment Partners, LLC | 0.01% | Add +53.6% | 37,578 | $283K |
| Kovack Advisors, Inc. | 0.02% | Add +7.8% | 36,773 | $281K |
| Kingswood Wealth Advisors, LLC | 0.01% | Add +18.4% | 37,182 | $280K |
| Daymark Wealth Partners, LLC | 0.01% | Add +2.5% | 35,255 | $266K |
| Smith Chas P & Associates Pa Cpas | 0.01% | Reduce -17.6% | 35,000 | $264K |
| Creative Planning | 0.00% | Add +15.9% | 34,277 | $258K |
| D.A. Davidson & Co. | 0.00% | Reduce -10.1% | 33,069 | $249K |
| Arkadios Wealth Advisors | 0.00% | New | 32,979 | $249K |
| Fund Advisors of America Inc | 0.25% | Reduce -2.0% | 32,203 | $243K |
| Smithbridge Asset Management Inc. | 0.04% | New | 32,062 | $242K |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.1% | 32,014 | $241K |
| Private Trust Co. NA | 0.02% | No change | 31,148 | $235K |
| Fortitude Advisory Group L.L.C. | 0.10% | No change | 30,719 | $232K |
| Elevation Point Wealth Partners, LLC | 0.01% | Reduce -6.7% | 30,081 | $229K |
| Oppenheimer & Co. Inc. | 0.00% | Add +0.2% | 29,949 | $226K |
| M Holdings Securities, Inc. | 0.02% | Reduce -0.6% | 27,930 | $223K |
| Farther Finance Advisors, LLC | 0.00% | Add +31.2% | 28,466 | $222K |
| Physician Wealth Advisors, Inc. | 0.03% | No change | 29,367 | $221K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Reduce -8.4% | 29,081 | $219K |
| Bank of New York Mellon Corp | 0.00% | Add +56.7% | 28,882 | $218K |
| Whittier Trust Co. | 0.00% | Add +9.9% | 28,400 | $218K |
| Advisor OS, LLC | 0.02% | Reduce -2.4% | 28,785 | $217K |
| Kingstone Capital Partners Texas, LLC | 0.13% | Add +9.9% | 28,578 | $215K |
| Concord Wealth Partners | 0.03% | Add +1.5% | 28,150 | $212K |
| Caldwell Sutter Capital, Inc. | 0.08% | No change | 27,144 | $205K |
| SageGuard Financial Group, LLC | 0.03% | Add +1.3% | 27,062 | $204K |
| Mueller Wealth, LLC | 0.16% | Add +38.9% | 26,657 | $201K |
| Summit Financial, LLC | 0.00% | Reduce -1.2% | 26,153 | $199K |
| Merit Financial Group, LLC | 0.00% | Reduce -18.7% | 25,340 | $191K |
| Keybank National Association | 0.00% | No change | 24,921 | $188K |
| Sigma Planning Corp | 0.01% | Reduce -1.9% | 24,906 | $188K |
| Closed-End Fund Advisors, Inc. | 0.19% | No change | 24,785 | $187K |
| Catalina Capital Group, LLC | 0.11% | Add +0.3% | 24,627 | $186K |
| Jacobi Capital Management LLC | 0.01% | Add +19.5% | 24,475 | $185K |
| Duncker Streett & Co. Inc. | 0.04% | No change | 24,474 | $185K |
| Berger Financial Group, Inc | 0.01% | Add +0.7% | 24,344 | $184K |
| Founders Financial Alliance, LLC | 0.03% | Add +3.9% | 24,017 | $181K |
| Western Wealth Management, LLC | 0.01% | New | 23,967 | $181K |
| Snowden Capital Advisors LLC | 0.00% | Reduce -14.1% | 23,742 | $181K |
| Wagner Wealth Management, LLC | 0.04% | Add +1.1% | 23,718 | $179K |
| International Private Wealth Advisors LLC | 0.11% | Reduce -3.5% | 23,531 | $177K |
| Allworth Financial LP | 0.00% | Reduce -6.3% | 23,291 | $176K |
| Apollon Wealth Management, LLC | 0.00% | Add +0.9% | 23,107 | $174K |
| PFG Investments, LLC | 0.01% | Add +0.1% | 22,999 | $173K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +0.3% | 22,572 | $170K |
| Sage Capital Management, LLC | 0.08% | No change | 22,500 | $170K |
| RFG Advisory, LLC | 0.00% | Add +18.6% | 22,373 | $169K |
| Tyche Wealth Partners LLC | 0.03% | Add +0.3% | 22,242 | $168K |
| J. L. Bainbridge & Co., Inc. | 0.01% | Add +13.9% | 21,629 | $163K |
| US Bancorp \de | 0.00% | Add +53.5% | 21,521 | $162K |
| Gill Capital Partners, LLC | 0.05% | Reduce -8.2% | 20,874 | $157K |
| Valley Brook Capital Group, Inc. | 0.10% | Reduce -11.7% | 20,306 | $153K |
| DV Trading LLC | 0.01% | Reduce -0.0% | 20,216 | $152K |
| Tsfg, LLC | 0.02% | No change | 20,222 | $152K |
| Pacific Wealth Strategies Group, Inc. | 0.09% | Add +53.9% | 20,000 | $151K |
| Citadel Advisors | 0.00% | Reduce -62.2% | 19,949 | $150K |
| Vines Capital Management, LLC | 0.15% | No change | 19,913 | $150K |
| WealthTrust Axiom LLC | 0.04% | No change | 19,879 | $150K |
| Quantinno Capital Management LP | 0.00% | Add +7.5% | 18,955 | $143K |
| Clifford Swan Investment Counsel LLC | 0.00% | No change | 18,952 | $143K |
| Waterfront Wealth Inc. | 0.03% | Reduce -9.1% | 18,792 | $142K |
| Shufro Rose & Co. LLC | 0.01% | No change | 18,373 | $139K |
| Burney Co./ | 0.00% | No change | 18,289 | $138K |
| CreativeOne Wealth, LLC | 0.00% | Add +0.7% | 17,887 | $135K |
| JB Capital LLC | 0.01% | Add +0.4% | 17,632 | $133K |
| Strategic Financial Concepts, LLC | 0.03% | Add +37.6% | 17,274 | $130K |
| McAlister, Sweet & Associates, Inc. | 0.08% | New | 17,191 | $130K |
| Clearstead Advisors, LLC | 0.00% | Reduce -5.3% | 16,956 | $128K |
| Wolverine Asset Management LLC | 0.01% | New | 16,887 | $127K |
| Goldman Sachs Group Inc. | 0.00% | New | 16,828 | $127K |
| Huntleigh Advisors, Inc. | 0.02% | No change | 16,720 | $126K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +0.1% | 16,706 | $126K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 16,645 | $126K |
| Gerber Kawasaki Wealth & Investment Management | 0.00% | Add +23.8% | 16,622 | $125K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 16,426 | $124K |
| Beacon Financial Group | 0.01% | Add +1.4% | 16,332 | $123K |
| Advance Capital Management, Inc. | 0.00% | No change | 15,926 | $120K |
| Realta Investment Advisors | 0.04% | Add +1.5% | 15,908 | $120K |
| PSI Advisors, LLC | 0.03% | New | 15,861 | $120K |
| Concorde Asset Management, LLC | 0.06% | Reduce -14.9% | 15,722 | $120K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +211.3% | 15,387 | $118K |
| Perigon Wealth Management, LLC | 0.00% | No change | 15,312 | $115K |
| Argentarii, LLC | 0.04% | No change | 15,073 | $114K |
| Belpointe Asset Management LLC | 0.00% | No change | 14,901 | $112K |
| River Wealth Advisors LLC | 0.01% | No change | 14,688 | $111K |
| Etesian Wealth Advisors, Inc. | 0.03% | Add +3.6% | 14,500 | $109K |
| Post Resch Tallon Group Inc. | 0.09% | Reduce -3.4% | 14,065 | $108K |
| Parsons Capital Management Inc. | 0.00% | No change | 14,193 | $107K |
| Royal Fund Management, LLC | 0.01% | Add +1.5% | 14,034 | $106K |
| Ieq Capital, LLC | 0.00% | No change | 13,843 | $104K |
| Arax Advisory Partners | 0.00% | Reduce -6.8% | 13,722 | $103K |
| Beacon Financial Advisory LLC | 0.02% | Add +0.2% | 13,705 | $103K |
| Two Sigma Securities, LLC | 0.01% | Reduce -10.9% | 13,684 | $103K |
| Asset One Wealth Management LLC | 0.01% | Reduce -56.4% | 13,011 | $103K |
| VeraBank, N.A. | 0.02% | No change | 13,658 | $103K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -86.0% | 13,610 | $103K |
| Tempo Wealth, LLC | 0.02% | Add +1.5% | 13,233 | $100K |
| Boothbay Fund Management, LLC | 0.00% | New | 13,018 | $98K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 13,000 | $98K |
| 180 Wealth Advisors, LLC | 0.01% | Add +0.2% | 12,863 | $97K |
| Smith Shellnut Wilson LLC | 0.04% | No change | 12,855 | $97K |
| SFE Investment Counsel | 0.02% | No change | 12,816 | $97K |
| Beacon Pointe Advisors, LLC | 0.00% | New | 12,776 | $96K |
| Aspire Growth Partners LLC | 0.07% | Add +1.5% | 12,756 | $96K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.03% | No change | 12,000 | $96K |
| Wesbanco Bank Inc. | 0.00% | Reduce -4.3% | 12,640 | $95K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 12,498 | $94K |
| Stock Yards Bank & Trust Co. | 0.00% | Add +12.8% | 12,304 | $93K |
| Diesslin Group, Inc. | 0.04% | Reduce -2.2% | 12,256 | $92K |
| Coastline Trust Co | 0.01% | No change | 12,143 | $92K |
| Cahaba Wealth Management, Inc. | 0.01% | No change | 12,108 | $91K |
| Dakota Wealth Management | 0.00% | New | 12,092 | $91K |
| American Financial Advisors, LLC | 0.01% | No change | 12,000 | $90K |
| Baker Avenue Asset Management, LP | 0.00% | No change | 12,000 | $90K |
| Focus Partners Wealth | 0.00% | New | 11,948 | $90K |
| Johnson & White Wealth Management, LLC | 0.04% | Add +1.2% | 11,911 | $90K |
| Tradition Wealth Management, LLC | 0.01% | Reduce -6.6% | 11,838 | $89K |
| Powell Investment Advisors, LLC | 0.03% | No change | 11,627 | $88K |
| Park Avenue Securities LLC | 0.00% | Reduce -42.2% | 11,609 | $88K |
| Integrity Advisory Solutions, LLC | 0.01% | Add +9.4% | 11,663 | $88K |
| Steel Grove Capital Advisors, LLC | 0.01% | No change | 11,653 | $88K |
| LifeSteps Financial, Inc. | 0.06% | No change | 11,520 | $87K |
| Certified Advisory Corp | 0.01% | Add +1.2% | 11,451 | $86K |
| Cwm, LLC | 0.00% | Add +28.9% | 11,345 | $86K |
| Sunpointe, LLC | 0.03% | No change | 11,200 | $84K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 10,931 | $82K |
| BankPlus Wealth Management LLC | 0.04% | No change | 10,892 | $82K |
| MKT Advisors LLC | 0.03% | Reduce -20.1% | 10,700 | $82K |
| W.H. Cornerstone Investments Inc. | 0.05% | Add +1.5% | 10,649 | $80K |
| Fox Hill Wealth Management | 0.04% | No change | 10,633 | $80K |
| Osbon Capital Management LLC | 0.07% | New | 10,561 | $80K |
| Leigh Baldwin & Co., LLC | 0.05% | Add +1.5% | 10,538 | $79K |
| Future Financial Wealth Managment LLC | 0.05% | No change | 10,000 | $79K |
| Collaborative Wealth Managment Inc. | 0.04% | No change | 10,290 | $78K |
| Hollencrest Capital Management | 0.00% | No change | 9,645 | $73K |
| Anchor Investment Management, LLC | 0.01% | Add +0.3% | 9,386 | $71K |
| Sunbelt Securities, Inc. | 0.00% | Add +13.6% | 9,084 | $68K |
| Lanark Financial, Inc. | 0.00% | No change | 8,135 | $61K |
| CENTRAL TRUST Co | 0.00% | No change | 7,493 | $56K |
| Ameriflex Group, Inc. | 0.03% | Reduce -26.0% | 6,668 | $50K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 6,248 | $47K |
| MAI Capital Management | 0.00% | No change | 5,675 | $43K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Reduce -0.5% | 4,943 | $36K |
| Opal Wealth Advisors, LLC | 0.01% | New | 4,700 | $35K |
| CoreFirst Bank & Trust | 0.02% | No change | 4,197 | $32K |
| Mather Group, Llc. | 0.00% | New | 4,039 | $30K |
| Sound Income Strategies, LLC | 0.00% | No change | 3,901 | $30K |
| Financial Consulate, Inc. | 0.00% | No change | 3,749 | $28K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -19.0% | 3,390 | $26K |
| Strategic Wealth Partners, Ltd. | 0.00% | Reduce -62.1% | 3,000 | $23K |
| FNY Investment Advisers, LLC | 0.01% | New | 3,000 | $22K |
| Larson Financial Group LLC | 0.00% | New | 2,765 | $21K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 2,600 | $20K |
| Blue Trust, Inc. | 0.00% | No change | 2,398 | $18K |
| GHP Investment Advisors, Inc. | 0.00% | Add +81.3% | 2,228 | $17K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,999 | $14K |
| Main Street Group, LTD | 0.00% | New | 1,681 | $13K |
| Assetmark, Inc. | 0.00% | Reduce -11.7% | 1,513 | $11K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -80.3% | 1,503 | $11K |
| Citizens National Bank Trust Department | 0.00% | No change | 1,400 | $11K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -63.4% | 1,154 | $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% | No change | 976 | $7K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 902 | $7K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 748 | $6K |
| Leo H. Evart, Inc. | 0.00% | — | 741 | $6K |
| POM Investment Strategies, LLC | 0.01% | New | 699 | $5K |
| Trust Co | 0.00% | Add +0.7% | 681 | $5K |
| Caldwell Trust Co | 0.00% | No change | 669 | $5K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 667 | $5K |
| WPG Advisers, LLC | 0.00% | Reduce -74.2% | 638 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 624 | $5K |
| Abound Wealth Management | 0.00% | New | 588 | $4K |
| Darwin Wealth Management, LLC | 0.00% | No change | 551 | $4K |
| Clark Wealth Partners | 0.00% | New | 494 | $4K |
| LRI Investments, LLC | 0.00% | No change | 427 | $3K |
| Salem Investment Counselors Inc. | 0.00% | New | 374 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 350 | $3K |
| JPMorgan Chase & Co. | 0.00% | No change | 359 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 300 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 284 | $2K |
| Trust Co. of Toledo NA | 0.00% | No change | 276 | $2K |
| Golden State Wealth Management, LLC | 0.00% | New | 275 | $2K |
| BlackRock, Inc. | 0.00% | New | 265 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +1740.0% | 184 | $1K |
| Jones Financial Companies LLLP | 0.00% | New | 140 | $1K |
| Parallel Advisors, LLC | 0.00% | No change | 136 | $1K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | New | 99 | $746 |
| MV Capital Management, Inc. | 0.00% | No change | 95 | $717 |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 87 | $656 |
| Pflug Koory, LLC | 0.00% | No change | 66 | $498 |
| GAMMA Investing LLC | 0.00% | No change | 7 | $53 |
| Sfam, LLC | 0.00% | No change | 1 | $8 |
"% of holder's portfolio" is JPC's weight in each manager's 13F, not the share of Nuveen Prefered & Income Opp the manager owns.