Nuveen Prefered & Income OppJPC
13F holders, Q2 2026 (June 30)331holders +9
35new positions
29sold out
$7.88avg. 13F price*
At the end of Q2 2026, 331 institutions reported holding Nuveen Prefered & Income Opp (JPC) in their 13F filings, up 9 from Q1 2026. 35 opened new positions and 29 sold out. The largest holders were Morgan Stanley ($44.6M), Bank of America Corp. ($39.7M) and Wells Fargo & Company ($37.0M).
- Company
- Nuveen Prefered & Income Opp
- CUSIP
- 67073B106
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $5.3M |
| Exits | 29 | $3.1M |
All 13F filers, Q1 2026 → Q2 2026: 2,790,979 shares bought and 1,915,642 shares sold, net +875,337 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 331 holders
| Morgan Stanley | 0.00% | Add +3.9% | 5,655,933 | $44.6M |
| Bank of America Corp. | 0.00% | Add +5.5% | 5,038,736 | $39.7M |
| Wells Fargo & Company | 0.01% | Add +0.9% | 4,690,122 | $37.0M |
| UBS Group AG | 0.01% | Reduce -0.8% | 4,361,872 | $34.4M |
| Raymond James Financial Inc. | 0.01% | Add +1.8% | 4,146,808 | $32.7M |
| Royal Bank of Canada | 0.00% | Add +1.1% | 2,914,736 | $23.0M |
| Invesco Ltd. | 0.00% | Add +5.0% | 2,704,154 | $21.3M |
| LPL Financial LLC | 0.00% | Add +5.8% | 2,411,543 | $19.0M |
| Guggenheim Capital LLC | 0.09% | Reduce -11.3% | 1,692,635 | $13.3M |
| Captrust Financial Advisors | 0.02% | Add +1.0% | 1,552,780 | $12.2M |
| Osaic Holdings, Inc. | 0.01% | Add +12.5% | 1,365,893 | $10.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.1% | 1,222,486 | $9.6M |
| Cerity Partners LLC | 0.01% | Add +2.0% | 1,217,956 | $9.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.0% | 1,107,404 | $8.7M |
| Greatmark Investment Partners, Inc. | 0.85% | Reduce -1.2% | 973,962 | $7.7M |
| Mgo One Seven LLC | 0.12% | Reduce -2.7% | 956,230 | $7.5M |
| Truist Financial Corp. | 0.01% | Add +0.8% | 895,417 | $7.1M |
| Smith Asset Management Co., LLC | 5.52% | Reduce -2.3% | 890,862 | $7.0M |
| Cetera Investment Advisers | 0.01% | Add +3.7% | 833,198 | $6.6M |
| Ameriprise Financial Inc. | 0.00% | Add +3.8% | 825,013 | $6.5M |
| Cohen & Steers, Inc. | 0.01% | No change | 785,251 | $6.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +2.0% | 759,329 | $6.0M |
| Fca Corp. | 1.08% | Add +5.2% | 554,077 | $4.4M |
| Moors & Cabot, Inc. | 0.17% | Add +1.1% | 544,903 | $4.3M |
| Stifel Financial Corp. | 0.00% | Add +9.6% | 479,664 | $3.8M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -2.6% | 476,950 | $3.8M |
| Lido Advisors, LLC | 0.01% | Reduce -0.0% | 454,537 | $3.6M |
| Chicago Partners Investment Group LLC | 0.07% | Reduce -5.2% | 463,127 | $3.6M |
| Advisors Asset Management, Inc. | 0.05% | Reduce -33.1% | 447,769 | $3.5M |
| Protective Life Corp. | 24.77% | No change | 440,000 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.3% | 391,171 | $3.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +9.1% | 383,696 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +8.0% | 378,615 | $3.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -12.5% | 377,548 | $3.0M |
| Prelude Capital Management, LLC | 0.20% | Add +20.9% | 350,000 | $2.8M |
| Fiera Capital Corp | 0.01% | Add +3.6% | 341,744 | $2.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -6.6% | 316,545 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -3.8% | 302,561 | $2.4M |
| Ibex Wealth Advisors | 0.18% | Reduce -1.1% | 288,992 | $2.3M |
| Wealth Advisory Solutions, LLC | 0.42% | Add +19.3% | 261,844 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Add +0.6% | 241,523 | $1.9M |
| MSH Capital Advisors LLC | 0.33% | Reduce -4.5% | 240,963 | $1.9M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -12.4% | 236,459 | $1.9M |
| Mission Hills Financial Advisory, LLC | 0.78% | Add +102.0% | 226,584 | $1.8M |
| CoreCap Advisors, LLC | 0.05% | Add +2.0% | 222,698 | $1.8M |
| First Trust Advisors LP | 0.00% | Reduce -0.2% | 215,674 | $1.7M |
| Wright Wealth LLC | 0.99% | Add +8.2% | 210,089 | $1.7M |
| XTX Topco Ltd | 0.02% | Add +123.5% | 202,045 | $1.6M |
| Harbour Investments, Inc. | 0.02% | Reduce -2.3% | 202,041 | $1.6M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -1.6% | 199,488 | $1.6M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -6.3% | 186,542 | $1.5M |
| &partners | 0.01% | Reduce -0.2% | 178,942 | $1.4M |
| UMB Bank, n.a. | 0.02% | Add +10.1% | 174,854 | $1.4M |
| Jupiter Wealth Management LLC | 0.53% | No change | 168,733 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | No change | 161,712 | $1.3M |
| Jane Street Group, LLC | 0.00% | Reduce -49.3% | 157,446 | $1.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.5% | 154,859 | $1.2M |
| E&G Advisors, LLC | 0.23% | Reduce -0.4% | 153,251 | $1.2M |
| Hennion & Walsh Asset Management, Inc. | 0.03% | Reduce -56.7% | 141,288 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +0.1% | 139,246 | $1.1M |
| Cary Street Partners Financial LLC | 0.02% | No change | 137,079 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -3.0% | 133,224 | $1.0M |
| AlphaCore Capital LLC | 0.02% | Add +31.7% | 130,543 | $1.0M |
| StoneX Group Inc. | 0.04% | Add +40.8% | 129,640 | $1.0M |
| Bramshill Investments, LLC | 0.08% | Add +67.5% | 126,165 | $994K |
| Wedbush Securities Inc. | 0.02% | Add +3.4% | 119,264 | $940K |
| Independent Financial Group, LLC | 0.02% | Add +18.7% | 110,331 | $869K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.6% | 106,429 | $839K |
| Cornerstone Advisory, LLC | 0.07% | No change | 104,883 | $826K |
| Triumph Capital Management | 0.15% | Add +10.2% | 103,070 | $812K |
| One Wealth Capital Management, LLC | 0.23% | Add +106.7% | 101,328 | $798K |
| Palogic Value Management, L.P. | 0.28% | No change | 100,564 | $792K |
| Diversify Advisory Services, LLC | 0.01% | New | 99,591 | $766K |
| Diversify Wealth Management, LLC | 0.01% | Add +0.9% | 99,591 | $766K |
| Melfa Wealth Management, Inc. | 0.41% | Reduce -0.1% | 96,899 | $764K |
| Benchmark Investment Advisors LLC | 0.30% | No change | 88,000 | $693K |
| Spire Wealth Management | 0.02% | Add +9.8% | 87,837 | $692K |
| Shaker Financial Services, LLC | 0.22% | New | 87,000 | $689K |
| Marino, Stram & Associates LLC | 0.11% | No change | 86,571 | $682K |
| Abel Hall, LLC | 0.11% | No change | 83,600 | $659K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -1.0% | 83,222 | $656K |
| Prospera Financial Services Inc | 0.01% | Add +0.2% | 82,625 | $651K |
| Rothschild Investment LLC | 0.02% | Add +13.9% | 80,967 | $638K |
| Shulman DeMeo Asset Management LLC | 0.11% | Reduce -0.5% | 77,280 | $609K |
| Samalin Investment Counsel, LLC | 0.19% | Reduce -29.1% | 74,884 | $590K |
| Pathstone Holdings, LLC | 0.00% | No change | 74,508 | $587K |
| Waverly Advisors, LLC | 0.00% | Reduce -14.4% | 73,658 | $580K |
| Fifth Third Bancorp | 0.00% | Add +0.3% | 71,105 | $560K |
| RVW Wealth, LLC | 0.04% | No change | 70,922 | $559K |
| Investors Asset Management of Georgia Inc. /Ga/ | 0.19% | Add +3.0% | 69,250 | $546K |
| Arax Advisory Partners | 0.00% | Add +403.5% | 69,092 | $544K |
| Principal Securities, Inc. | 0.01% | Add +0.4% | 67,977 | $536K |
| Mariner, LLC | 0.00% | Reduce -21.6% | 67,074 | $529K |
| Kingsbury Capital Investment Advisors LLC | 0.44% | Add +1.0% | 65,897 | $519K |
| KMT Wealth Management, LLC | 0.44% | New | 65,897 | $519K |
| Live Oak Private Wealth LLC | 0.06% | No change | 65,572 | $517K |
| Everstar Asset Management, LLC | 0.25% | Reduce -1.8% | 64,911 | $511K |
| International Assets Investment Management, LLC | 0.03% | Add +13.8% | 64,859 | $508K |
| Mercer Global Advisors Inc. | 0.00% | Add +6.3% | 63,120 | $497K |
| Accel Wealth Management | 0.11% | Reduce -4.9% | 61,818 | $487K |
| Mosaic Family Wealth Partners, LLC | 0.03% | No change | 61,444 | $484K |
| Centurion Wealth Management LLC | 0.11% | Reduce -12.3% | 58,732 | $463K |
| Ameritas Advisory Services, LLC | 0.01% | Add +35.3% | 57,103 | $450K |
| Wealth Effects LLC | 0.12% | No change | 56,090 | $442K |
| Ritholtz Wealth Management | 0.01% | New | 55,306 | $436K |
| Walled Lake Planning & Wealth Management, LLC | 0.11% | No change | 55,269 | $436K |
| Rockefeller Capital Management L.P. | 0.00% | Add +8.0% | 54,009 | $426K |
| Core Wealth Partners LLC | 0.18% | New | 53,224 | $419K |
| MML Investors Services, LLC | 0.00% | Reduce -0.6% | 53,132 | $419K |
| B. Riley Wealth Advisors, Inc. | 0.02% | No change | 51,889 | $407K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +3.9% | 51,605 | $407K |
| Cottage Street Advisors LLC | 0.15% | Add +1.9% | 50,771 | $400K |
| Onyx Financial Advisors, LLC | 0.14% | No change | 50,149 | $395K |
| Investmark Advisory Group LLC | 0.14% | Add +0.6% | 48,287 | $381K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -44.1% | 47,502 | $374K |
| Savvy Advisors, Inc. | 0.01% | Reduce -11.7% | 47,041 | $371K |
| HRT Financial LP | 0.00% | Add +21.0% | 45,587 | $359K |
| Sage Capital Advisors,llc | 0.07% | Add +1.8% | 44,691 | $352K |
| Operose Advisors LLC | 0.07% | No change | 44,465 | $350K |
| NWF Advisory Services Inc. | 0.03% | Reduce -8.6% | 42,721 | $337K |
| Advance Capital Management, Inc. | 0.01% | Add +168.0% | 42,681 | $336K |
| Global Retirement Partners, LLC | 0.01% | — | 42,204 | $333K |
| Carson Advisory Inc. | 0.15% | No change | 41,561 | $328K |
| IHT Wealth Management, LLC | 0.01% | Reduce -10.3% | 41,102 | $324K |
| Curi Capital, LLC | 0.01% | Reduce -33.8% | 40,346 | $320K |
| Equitable Holdings, Inc. | 0.00% | Add +4.4% | 39,903 | $314K |
| First Merchants Corp. | 0.01% | No change | 39,283 | $310K |
| Clear Street Group Inc. | 0.00% | New | 39,016 | $307K |
| Whittier Trust Co. | 0.00% | Add +32.1% | 37,532 | $295K |
| Kingswood Wealth Advisors, LLC | 0.01% | No change | 37,182 | $293K |
| HUB Investment Partners, LLC | 0.01% | Reduce -3.2% | 36,389 | $287K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -18.7% | 36,305 | $286K |
| Liberty Wealth Management LLC | 0.04% | No change | 37,890 | $286K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -7.7% | 36,035 | $284K |
| Smith Chas P & Associates Pa Cpas | 0.01% | No change | 35,000 | $276K |
| Daymark Wealth Partners, LLC | 0.01% | Reduce -2.4% | 34,405 | $271K |
| Patriot Financial Group Insurance Agency, LLC | 0.03% | Reduce -50.3% | 34,258 | $270K |
| Fund Advisors of America Inc | 0.24% | Add +2.2% | 32,903 | $259K |
| Baird Financial Group, Inc. | 0.00% | No change | 32,014 | $252K |
| Smithbridge Asset Management Inc. | 0.03% | Reduce -0.2% | 32,000 | $252K |
| Kovack Advisors, Inc. | 0.01% | Reduce -12.8% | 32,082 | $252K |
| Concord Wealth Partners | 0.03% | Add +11.2% | 31,296 | $247K |
| M Holdings Securities, Inc. | 0.03% | Add +11.6% | 31,161 | $245K |
| D.A. Davidson & Co. | 0.00% | Reduce -6.0% | 31,089 | $245K |
| Elevation Point Wealth Partners, LLC | 0.00% | Add +1.8% | 30,609 | $243K |
| Fortitude Advisory Group L.L.C. | 0.09% | No change | 30,719 | $242K |
| Vestmark Advisory Solutions, Inc. | 0.00% | Add +5.3% | 30,609 | $241K |
| J. L. Bainbridge & Co., Inc. | 0.02% | Add +41.3% | 30,571 | $241K |
| Marex Group Ltd | 0.00% | New | 30,000 | $236K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -0.2% | 29,877 | $235K |
| McAlister, Sweet & Associates, Inc. | 0.12% | Add +72.1% | 29,583 | $233K |
| Physician Wealth Advisors, Inc. | 0.03% | No change | 29,367 | $231K |
| Joel Isaacson & Co., LLC | 0.01% | New | 28,563 | $225K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -0.7% | 28,264 | $223K |
| Mueller Wealth, LLC | 0.15% | Add +6.0% | 28,255 | $223K |
| Advisor OS, LLC | 0.01% | Reduce -3.4% | 27,802 | $219K |
| SageGuard Financial Group, LLC | 0.03% | Add +2.0% | 27,604 | $218K |
| J.W. Cole Advisors, Inc. | 0.00% | New | 27,262 | $215K |
| Caldwell Sutter Capital, Inc. | 0.08% | No change | 27,144 | $214K |
| Jacobi Capital Management LLC | 0.01% | Add +8.5% | 26,550 | $209K |
| World Investment Advisors | 0.00% | Reduce -72.8% | 27,191 | $209K |
| Allworth Financial LP | 0.00% | Add +12.7% | 26,244 | $207K |
| Creative Planning | 0.00% | Reduce -23.7% | 26,144 | $206K |
| Keybank National Association | 0.00% | No change | 24,921 | $196K |
| Summit Financial, LLC | 0.00% | Reduce -5.9% | 24,611 | $196K |
| Closed-End Fund Advisors, Inc. | 0.19% | No change | 24,785 | $195K |
| Sigma Planning Corp | 0.00% | Reduce -0.7% | 24,728 | $195K |
| Berger Financial Group, Inc | 0.01% | Add +0.9% | 24,565 | $194K |
| Duncker Streett & Co. Inc. | 0.03% | No change | 24,474 | $193K |
| Merit Financial Group, LLC | 0.00% | Reduce -3.4% | 24,468 | $193K |
| RFG Advisory, LLC | 0.00% | Add +9.2% | 24,434 | $193K |
| US Bancorp \de | 0.00% | Add +12.7% | 24,262 | $191K |
| Apollon Wealth Management, LLC | 0.00% | Add +4.5% | 24,143 | $190K |
| International Private Wealth Advisors LLC | 0.10% | Add +2.4% | 24,089 | $190K |
| Founders Financial Alliance, LLC | 0.03% | Add +0.2% | 24,056 | $190K |
| Boothbay Fund Management, LLC | 0.00% | Add +84.4% | 24,008 | $189K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +0.5% | 22,692 | $179K |
| Sage Capital Management, LLC | 0.07% | No change | 22,500 | $177K |
| EP Wealth Advisors, LLC | 0.00% | New | 22,146 | $175K |
| PFG Investments, LLC | 0.01% | Reduce -7.4% | 21,305 | $168K |
| Tyche Wealth Partners LLC | 0.02% | Reduce -4.4% | 21,273 | $168K |
| Gridiron Partners, LLC | 0.09% | Reduce -51.5% | 21,023 | $166K |
| Gill Capital Partners, LLC | 0.04% | No change | 20,874 | $164K |
| Western Wealth Management, LLC | 0.01% | Reduce -15.1% | 20,347 | $160K |
| DV Trading LLC | 0.01% | No change | 20,216 | $159K |
| Tsfg, LLC | 0.02% | No change | 20,222 | $159K |
| Pacific Wealth Strategies Group, Inc. | 0.09% | No change | 20,000 | $158K |
| Vines Capital Management, LLC | 0.13% | No change | 19,913 | $157K |
| WealthTrust Axiom LLC | 0.04% | No change | 19,879 | $157K |
| Clifford Swan Investment Counsel LLC | 0.00% | No change | 18,952 | $149K |
| Signaturefd, LLC | 0.00% | New | 18,527 | $146K |
| Shufro Rose & Co. LLC | 0.01% | No change | 18,373 | $145K |
| CreativeOne Wealth, LLC | 0.00% | Add +1.1% | 18,079 | $142K |
| Integrated Wealth Concepts LLC | 0.00% | Add +32.6% | 18,042 | $142K |
| Private Trust Co. NA | 0.01% | Reduce -42.1% | 18,038 | $142K |
| Valley Brook Capital Group, Inc. | 0.08% | Reduce -11.8% | 17,909 | $141K |
| Waterfront Wealth Inc. | 0.02% | Reduce -5.2% | 17,808 | $141K |
| JB Capital LLC | 0.00% | Add +0.6% | 17,736 | $140K |
| Clearstead Advisors, LLC | 0.00% | Add +2.4% | 17,367 | $137K |
| Two Sigma Securities, LLC | 0.01% | Add +25.2% | 17,131 | $135K |
| Avidian Wealth Enterprises, LLC | 0.00% | New | 16,998 | $134K |
| Ausdal Financial Partners, Inc. | 0.01% | Add +0.1% | 16,724 | $132K |
| Huntleigh Advisors, Inc. | 0.02% | No change | 16,720 | $132K |
| Beacon Financial Group | 0.01% | Add +2.1% | 16,682 | $131K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 16,645 | $131K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 16,426 | $129K |
| Compass Financial Management LLC | 0.02% | — | 16,411 | $129K |
| Realta Investment Advisors | 0.04% | Add +2.4% | 16,295 | $128K |
| Burney Co./ | 0.00% | Reduce -11.7% | 16,148 | $127K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +25.5% | 16,035 | $126K |
| Quantinno Capital Management LP | 0.00% | Reduce -17.1% | 15,720 | $124K |
| Snowden Capital Advisors LLC | 0.00% | Reduce -36.0% | 15,202 | $120K |
| Corient Private Wealth LP | 0.00% | New | 15,081 | $119K |
| River Wealth Advisors LLC | 0.01% | No change | 14,688 | $116K |
| Etesian Wealth Advisors, Inc. | 0.03% | No change | 14,500 | $114K |
| PSI Advisors, LLC | 0.03% | Reduce -9.1% | 14,411 | $114K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -6.5% | 14,392 | $114K |
| Perigon Wealth Management, LLC | 0.00% | Reduce -6.6% | 14,302 | $113K |
| Parsons Capital Management Inc. | 0.01% | No change | 14,193 | $112K |
| Post Resch Tallon Group Inc. | 0.08% | No change | 14,065 | $111K |
| Ieq Capital, LLC | 0.00% | No change | 13,843 | $109K |
| Beacon Financial Advisory LLC | 0.02% | Add +0.8% | 13,814 | $109K |
| VeraBank, N.A. | 0.02% | No change | 13,658 | $108K |
| Gerber Kawasaki Wealth & Investment Management | 0.00% | Reduce -18.0% | 13,631 | $107K |
| Focus Partners Wealth | 0.00% | Add +13.4% | 13,547 | $107K |
| Bank of New York Mellon Corp | 0.00% | Reduce -53.1% | 13,540 | $107K |
| First Heartland Consultants, Inc. | 0.01% | New | 13,428 | $106K |
| Tempo Wealth, LLC | 0.02% | Add +0.8% | 13,341 | $105K |
| Wagner Wealth Management, LLC | 0.02% | Reduce -44.2% | 13,244 | $104K |
| MAI Capital Management | 0.00% | Add +128.7% | 12,976 | $103K |
| Wesbanco Bank Inc. | 0.00% | Add +3.0% | 13,022 | $103K |
| 180 Wealth Advisors, LLC | 0.01% | Add +0.3% | 12,897 | $102K |
| Smith Shellnut Wilson LLC | 0.04% | No change | 12,855 | $101K |
| SFE Investment Counsel | 0.01% | No change | 12,816 | $101K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 12,688 | $100K |
| Diesslin Group, Inc. | 0.04% | Add +2.0% | 12,501 | $99K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 12,498 | $98K |
| Powell Investment Advisors, LLC | 0.03% | Add +5.7% | 12,284 | $98K |
| LifeSteps Financial, Inc. | 0.05% | Add +6.9% | 12,320 | $97K |
| Stock Yards Bank & Trust Co. | 0.00% | No change | 12,304 | $97K |
| Dakota Wealth Management | 0.00% | Add +1.2% | 12,236 | $96K |
| Aspire Growth Partners LLC | 0.06% | Reduce -4.2% | 12,226 | $96K |
| Johnson & White Wealth Management, LLC | 0.04% | Add +2.1% | 12,159 | $96K |
| Coastline Trust Co | 0.01% | No change | 12,143 | $96K |
| Cahaba Wealth Management, Inc. | 0.01% | No change | 12,108 | $95K |
| IFG Advisory, LLC | 0.00% | New | 12,090 | $95K |
| Collaborative Wealth Managment Inc. | 0.04% | Add +17.4% | 12,076 | $95K |
| American Financial Advisors, LLC | 0.01% | No change | 12,000 | $95K |
| Baker Avenue Asset Management, LP | 0.00% | No change | 12,000 | $95K |
| Virtu Financial LLC | 0.00% | Reduce -68.6% | 11,967 | $94K |
| Tradition Wealth Management, LLC | 0.01% | No change | 11,838 | $93K |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 0.03% | No change | 12,000 | $93K |
| Naples Global Advisors, LLC | 0.01% | New | 11,685 | $93K |
| Fox Hill Wealth Management | 0.04% | Add +9.7% | 11,669 | $92K |
| Certified Advisory Corp | 0.01% | Add +1.8% | 11,661 | $92K |
| Steel Grove Capital Advisors, LLC | 0.01% | No change | 11,653 | $92K |
| Park Avenue Securities LLC | 0.00% | Reduce -0.4% | 11,561 | $91K |
| Foundations Investment Advisors, LLC | 0.00% | New | 10,994 | $87K |
| W.H. Cornerstone Investments Inc. | 0.05% | Add +2.4% | 10,904 | $86K |
| BankPlus Wealth Management LLC | 0.04% | No change | 10,892 | $86K |
| Leigh Baldwin & Co., LLC | 0.05% | Add +2.4% | 10,794 | $85K |
| NewEdge Wealth, LLC | 0.00% | New | 10,077 | $79K |
| Maryland Capital Advisors Inc. | 0.03% | — | 10,005 | $79K |
| Southeast Asset Advisors, LLC | 0.01% | New | 10,000 | $79K |
| Future Financial Wealth Managment LLC | 0.05% | No change | 10,000 | $77K |
| Hollencrest Capital Management | 0.01% | No change | 9,645 | $76K |
| Anchor Investment Management, LLC | 0.01% | Add +0.5% | 9,434 | $74K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | Reduce -30.8% | 9,000 | $71K |
| Lanark Financial, Inc. | 0.00% | Reduce -3.5% | 7,847 | $62K |
| CENTRAL TRUST Co | 0.00% | No change | 7,493 | $59K |
| Ameriflex Group, Inc. | 0.02% | No change | 6,668 | $53K |
| Quantum Portfolio Management LLC | 0.02% | New | 6,341 | $50K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 6,248 | $49K |
| Bessemer Group Inc. | 0.00% | New | 6,000 | $47K |
| Mather Group, Llc. | 0.00% | Add +29.3% | 5,222 | $41K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +1.2% | 5,002 | $40K |
| CoreFirst Bank & Trust | 0.02% | No change | 4,197 | $33K |
| Financial Consulate, Inc. | 0.00% | No change | 3,749 | $30K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.8% | 3,452 | $27K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 3,000 | $24K |
| FNY Investment Advisers, LLC | 0.01% | No change | 3,000 | $23K |
| Russell Investments Group, Ltd. | 0.00% | Add +196.4% | 2,893 | $23K |
| Quent Capital, LLC | 0.00% | New | 2,700 | $21K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 2,600 | $20K |
| Abound Financial, LLC | 0.01% | New | 2,569 | $20K |
| Aventura Private Wealth, LLC | 0.01% | New | 2,564 | $20K |
| Blue Trust, Inc. | 0.00% | No change | 2,398 | $19K |
| Regatta Research & Money Management | 0.02% | — | 2,171 | $17K |
| Fiduciary Financial Advisors | 0.00% | New | 2,018 | $16K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,999 | $16K |
| Cape Investment Advisory, Inc. | 0.00% | New | 1,991 | $16K |
| Johnson Financial Group, Inc. | 0.00% | New | 1,705 | $13K |
| Main Street Group, LTD | 0.00% | No change | 1,681 | $13K |
| Assetmark, Inc. | 0.00% | Add +0.5% | 1,521 | $12K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 1,503 | $12K |
| Atlantic Union Bankshares Corp | 0.00% | Add +100.5% | 1,500 | $12K |
| Citizens National Bank Trust Department | 0.00% | No change | 1,400 | $11K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -44.8% | 1,229 | $10K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,154 | $9K |
| HFM Investment Advisors, LLC | 0.00% | No change | 1,043 | $8K |
| Security National Bank of Sioux City Iowa | 0.00% | New | 1,006 | $8K |
| Mark Sheptoff Financial Planning, LLC | 0.00% | New | 1,000 | $8K |
| SWAN Capital LLC | 0.00% | No change | 995 | $8K |
| Private Wealth Asset Management, LLC | 0.00% | New | 960 | $8K |
| Larson Financial Group LLC | 0.00% | Reduce -66.7% | 921 | $7K |
| Osbon Capital Management LLC | 0.01% | Reduce -91.3% | 918 | $7K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 902 | $7K |
| IFP Advisors, Inc | 0.00% | New | 816 | $6K |
| Golden State Wealth Management, LLC | 0.00% | Add +181.4% | 774 | $6K |
| Leo H. Evart, Inc. | 0.00% | No change | 741 | $6K |
| Trust Co | 0.00% | No change | 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 -0.9% | 632 | $5K |
| Darwin Wealth Management, LLC | 0.00% | No change | 551 | $4K |
| Clark Wealth Partners | 0.00% | No change | 494 | $4K |
| LRI Investments, LLC | 0.00% | No change | 427 | $3K |
| JPMorgan Chase & Co. | 0.00% | Add +11.4% | 400 | $3K |
| Salem Investment Counselors Inc. | 0.00% | No change | 374 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 350 | $3K |
| Allied Private Wealth LLC | 0.00% | — | 335 | $3K |
| Highline Wealth Partners LLC | 0.00% | No change | 300 | $2K |
| Trust Co. of Toledo NA | 0.00% | No change | 276 | $2K |
| Parallel Advisors, LLC | 0.00% | No change | 136 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | New | 98 | $779 |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 87 | $656 |
| Institute for Wealth Management, LLC. | 0.00% | New | 67 | $528 |
| Pflug Koory, LLC | 0.00% | No change | 66 | $520 |
| GAMMA Investing LLC | 0.00% | Add +300.0% | 28 | $221 |
| Buck Wealth Strategies, LLC | 0.00% | New | 20 | $158 |
| 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.