JPC
Nuveen Preferred & Income Opportunities Fund
1W: +1.5%
1M: -5.1%
3M: -11.2%
YTD: -13.2%
1Y: -13.8%
3Y: +36.8%
5Y: +1.3%
$6.91
+0.02 (+0.29%)
Weekly Expected Move ±2.1%
$7
$7
$7
$7
$7
Institutional Ownership — JPC
364
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
503M
Total Invested
40
New Positions
113
Increased
112
Reduced
29
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (396 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5,655,933 | $39M | +213,041 | +3.9% | 60Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 5,038,736 | $35M | +261,614 | +5.5% | 15Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 4,690,122 | $32M | +41,331 | +0.9% | 92Q | SEC ↗ |
| 4 | UBS Group AG | 4,361,872 | $30M | -37,322 | -0.8% | 47Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 4,146,808 | $29M | +74,844 | +1.8% | 7Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA | 2,914,736 | $20M | +32,784 | +1.1% | 67Q | SEC ↗ |
| 7 | Invesco Ltd. | 2,704,154 | $19M | +129,503 | +5.0% | 66Q | SEC ↗ |
| 8 | LPL Financial LLC | 2,411,543 | $17M | +131,640 | +5.8% | 61Q | SEC ↗ |
| 9 | GUGGENHEIM CAPITAL LLC | 1,692,635 | $12M | -214,837 | -11.3% | 64Q | SEC ↗ |
| 10 | CAPTRUST FINANCIAL ADVISORS | 1,552,780 | $11M | +15,868 | +1.0% | 12Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 1,365,893 | $9M | +151,877 | +12.5% | 26Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 1,222,486 | $8M | +784 | +0.1% | 35Q | SEC ↗ |
| 13 | Cerity Partners LLC | 1,217,956 | $8M | +23,691 | +2.0% | 15Q | SEC ↗ |
| 14 | Janney Montgomery Scott LLC | 1,107,404 | $8M | +292 | +0.0% | 52Q | SEC ↗ |
| 15 | GREATMARK INVESTMENT PARTNERS, INC. | 973,962 | $7M | -11,898 | -1.2% | 11Q | SEC ↗ |
| 16 | MGO ONE SEVEN LLC | 956,230 | $7M | -26,582 | -2.7% | 4Q | SEC ↗ |
| 17 | TRUIST FINANCIAL CORP | 895,417 | $6M | +7,194 | +0.8% | 27Q | SEC ↗ |
| 18 | Smith Asset Management Co., LLC | 890,862 | $6M | -20,542 | -2.3% | 7Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 833,198 | $6M | +29,858 | +3.7% | 23Q | SEC ↗ |
| 20 | AMERIPRISE FINANCIAL INC | 825,013 | $6M | +30,024 | +3.8% | 16Q | SEC ↗ |
| 21 | COHEN & STEERS, INC. | 785,251 | $5M | — | +0.0% | 62Q | SEC ↗ |
| 22 | Kestra Advisory Services, LLC | 759,329 | $5M | +14,941 | +2.0% | 13Q | SEC ↗ |
| 23 | FCA CORP /TX | 554,077 | $4M | +27,583 | +5.2% | 11Q | SEC ↗ |
| 24 | Moors & Cabot, Inc. | 544,903 | $4M | +5,773 | +1.1% | 26Q | SEC ↗ |
| 25 | STIFEL FINANCIAL CORP | 479,664 | $3M | +42,061 | +9.6% | 49Q | SEC ↗ |
| 26 | Stratos Wealth Partners, LTD. | 476,950 | $3M | -12,734 | -2.6% | 43Q | SEC ↗ |
| 27 | Chicago Partners Investment Group LLC | 463,127 | $3M | -25,187 | -5.2% | 11Q | SEC ↗ |
| 28 | Lido Advisors, LLC | 454,537 | $3M | -200 | -0.0% | 11Q | SEC ↗ |
| 29 | Advisors Asset Management, Inc. | 447,769 | $3M | -221,788 | -33.1% | 12Q | SEC ↗ |
| 30 | PROTECTIVE LIFE CORP | 440,000 | $3M | — | +0.0% | 15Q | SEC ↗ |
| 31 | ENVESTNET ASSET MANAGEMENT INC | 391,171 | $3M | -9,227 | -2.3% | 32Q | SEC ↗ |
| 32 | Steward Partners Investment Advisory, | 383,696 | $3M | +32,074 | +9.1% | 39Q | SEC ↗ |
| 33 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 378,615 | $3M | +28,044 | +8.0% | 12Q | SEC ↗ |
| 34 | Cambridge Investment Research Advisors | 377,548 | $3M | -54,127 | -12.5% | 66Q | SEC ↗ |
| 35 | PRELUDE CAPITAL MANAGEMENT, LLC | 350,000 | $2M | +60,523 | +20.9% | 7Q | SEC ↗ |
| 36 | Fiera Capital Corp | 341,744 | $2M | +11,890 | +3.6% | 22Q | SEC ↗ |
| 37 | Sanctuary Advisors, LLC | 316,545 | $2M | -22,432 | -6.6% | 9Q | SEC ↗ |
| 38 | NewEdge Advisors, LLC | 302,561 | $2M | -12,053 | -3.8% | 19Q | SEC ↗ |
| 39 | IBEX WEALTH ADVISORS | 288,992 | $2M | -3,055 | -1.0% | 7Q | SEC ↗ |
| 40 | Wealth Advisory Solutions, LLC | 261,844 | $2M | +42,375 | +19.3% | 10Q | SEC ↗ |
| 41 | DAVENPORT & Co LLC | 241,523 | $2M | +1,501 | +0.6% | 15Q | SEC ↗ |
| 42 | MSH Capital Advisors LLC | 240,963 | $2M | -11,276 | -4.5% | 19Q | SEC ↗ |
| 43 | Capital Investment Advisors, LLC | 236,459 | $2M | -33,479 | -12.4% | 12Q | SEC ↗ |
| 44 | Mission Hills Financial Advisory, LLC | 226,584 | $2M | +114,414 | +102.0% | 8Q | SEC ↗ |
| 45 | CoreCap Advisors, LLC | 222,698 | $2M | +4,335 | +2.0% | 13Q | SEC ↗ |
| 46 | FIRST TRUST ADVISORS LP | 215,674 | $1M | -352 | -0.2% | 64Q | SEC ↗ |
| 47 | Wright Wealth LLC | 210,089 | $1M | +15,910 | +8.2% | 3Q | SEC ↗ |
| 48 | XTX Topco Ltd | 202,045 | $1M | +111,653 | +123.5% | 2Q | SEC ↗ |
| 49 | HARBOUR INVESTMENTS, INC. | 202,041 | $1M | -4,653 | -2.3% | 17Q | SEC ↗ |
| 50 | Wealthspire Advisors, LLC | 199,488 | $1M | -3,171 | -1.6% | 5Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Diversify Advisory Services, LLC | 99,591 | $688K |
| Shaker Financial Services, LLC | 87,000 | $601K |
| KMT WEALTH MANAGEMENT, LLC | 65,897 | $455K |
| RITHOLTZ WEALTH MANAGEMENT | 55,306 | $382K |
| Core Wealth Partners LLC | 53,224 | $368K |
| Global Retirement Partners, LLC | 42,204 | $292K |
| Clear Street Group Inc. | 39,016 | $270K |
| Marex Group Ltd | 30,000 | $207K |
| Joel Isaacson & Co., LLC | 28,563 | $197K |
| J.W. COLE ADVISORS, INC. | 27,262 | $188K |
| EP Wealth Advisors, LLC | 22,146 | $153K |
| SIGNATUREFD, LLC | 18,527 | $128K |
| Avidian Wealth Enterprises, LLC | 16,998 | $117K |
| COMPASS FINANCIAL MANAGEMENT LLC | 16,411 | $113K |
| Corient Private Wealth LP | 15,081 | $104K |
| First Heartland Consultants, Inc. | 13,428 | $93K |
| MONETA GROUP INVESTMENT ADVISORS LL | 12,688 | $88K |
| IFG Advisory, LLC | 12,090 | $84K |
| NAPLES GLOBAL ADVISORS, LLC | 11,685 | $81K |
| Foundations Investment Advisors, LL | 10,994 | $76K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Penserra Capital Management LLC | 922,135 | $6M |
| CAMPBELL CAPITAL MANAGEMENT INC | 348,264 | $2M |
| Sowell Financial Services LLC | 154,997 | $1M |
| Thoma Capital Management LLC | 154,498 | $1M |
| MILLENNIUM MANAGEMENT LLC | 99,353 | $687K |
| Anchor Capital Management Group Inc | 70,000 | $484K |
| CAPITAL ADVISORS INC/OK | 55,837 | $386K |
| TECTONIC ADVISORS LLC | 50,000 | $346K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 47,450 | $328K |
| Elevate Capital Advisors, LLC | 35,311 | $244K |
| Arkadios Wealth Advisors | 32,979 | $228K |
| Uptown Financial Advisors LLC | 31,600 | $218K |
| Kingstone Capital Partners Texas, L | 28,578 | $197K |
| CHOREO, LLC | 23,723 | $164K |
| CITADEL ADVISORS LLC | 19,949 | $138K |
| Summit Trail Advisors, LLC | 19,365 | $134K |
| U.S. Capital Wealth Advisors, LLC | 18,352 | $127K |
| SageView Advisory Group, LLC | 17,539 | $121K |
| ZACKS INVESTMENT MANAGEMENT | 17,521 | $121K |
| Strategic Financial Concepts, LLC | 17,274 | $119K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BANK OF AMERICA CORP /DE | +261,614 | +5.5% | 5,038,736 |
| MORGAN STANLEY | +213,041 | +3.9% | 5,655,933 |
| OSAIC HOLDINGS, INC. | +151,877 | +12.5% | 1,365,893 |
| LPL Financial LLC | +131,640 | +5.8% | 2,411,543 |
| Invesco Ltd. | +129,503 | +5.0% | 2,704,154 |
| Mission Hills Financial Advisory, L | +114,414 | +102.0% | 226,584 |
| XTX Topco Ltd | +111,653 | +123.5% | 202,045 |
| RAYMOND JAMES FINANCIAL INC | +74,844 | +1.8% | 4,146,808 |
| PRELUDE CAPITAL MANAGEMENT, LLC | +60,523 | +20.9% | 350,000 |
| Arax Advisory Partners | +55,370 | +403.5% | 69,092 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | +52,303 | +106.7% | 101,328 |
| Bramshill Investments, LLC | +50,836 | +67.5% | 126,165 |
| Wealth Advisory Solutions, LLC | +42,375 | +19.3% | 261,844 |
| STIFEL FINANCIAL CORP | +42,061 | +9.6% | 479,664 |
| WELLS FARGO & COMPANY/MN | +41,331 | +0.9% | 4,690,122 |
| StoneX Group Inc. | +37,539 | +40.8% | 129,640 |
| ROYAL BANK OF CANADA | +32,784 | +1.1% | 2,914,736 |
| Steward Partners Investment Advisor | +32,074 | +9.1% | 383,696 |
| AlphaCore Capital LLC | +31,432 | +31.7% | 130,543 |
| AMERIPRISE FINANCIAL INC | +30,024 | +3.8% | 825,013 |