Nuveen Preferred & Income Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 11/14/2025 | 7.45 M | $61.05 M | 8.11% | 2.32% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 4.50 M | $36.86 M | 19.52% | 1.40% |
| BANK OF AMERICA CORP /DE/ | 02/03/2026 | 4.38 M | $35.93 M | 4.30% | 1.36% |
| UBS GROUP AG | 11/13/2025 | 4.18 M | $34.31 M | -0.33% | 1.30% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 3.48 M | $28.53 M | 0.67% | 1.08% |
| INVESCO LTD. | 11/13/2025 | 3.02 M | $24.77 M | 2.35% | 0.94% |
| LPL FINANCIAL LLC | 11/12/2025 | 2.24 M | $18.33 M | 17.74% | 0.70% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 1.91 M | $15.62 M | 15.06% | 0.59% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/22/2025 | 1.87 M | $15.37 M | -20.82% | 0.58% |
| GRIDIRON PARTNERS, LLC | 10/14/2025 | 1.66 M | $434.35 K | 3,035.99% | 0.52% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 1.21 M | $9.77 M | 6.16% | 0.38% |
| CAPTRUST FINANCIAL ADVISORS | 11/19/2025 | 1.17 M | $9.57 M | 6.84% | 0.36% |
| ROYAL BANK OF CANADA | 11/14/2025 | 1.12 M | $9.15 M | 39.43% | 0.35% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 1.11 M | $9.07 M | 93.63% | 0.34% |
| TRUIST FINANCIAL CORP | 11/03/2025 | 1.03 M | $8.43 M | 106.10% | 0.32% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 1.02 M | $8.35 M | -1.72% | 0.32% |
| GREATMARK INVESTMENT PARTNERS, INC. | 10/31/2025 | 1.01 M | $8.26 M | -0.48% | 0.31% |
| MGO ONE SEVEN LLC | 10/24/2025 | 998.70 K | $8.19 M | 100.00% | 0.31% |
| CERITY PARTNERS LLC | 10/22/2025 | 998.54 K | $8.19 M | 3.14% | 0.31% |
| SMITH ASSET MANAGEMENT CO., LLC | 11/03/2025 | 944.13 K | $7.74 M | 167.42% | 0.29% |
| PENSERRA CAPITAL MANAGEMENT LLC | 11/04/2025 | 836.75 K | $6.86 M | 20.64% | 0.26% |
| COHEN & STEERS, INC. | 11/14/2025 | 785.25 K | $6.44 M | 0.00% | 0.24% |
| AMERIPRISE FINANCIAL INC | 11/14/2025 | 760.94 K | $6.24 M | 24.46% | 0.24% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 621.07 K | $5.09 M | 32.00% | 0.19% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 577.43 K | $4.73 M | 87.18% | 0.18% |
| MOORS & CABOT, INC. | 11/14/2025 | 537.99 K | $4.41 M | -4.85% | 0.17% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 10/30/2025 | 532.50 K | $4.34 M | 53.15% | 0.17% |
| SIT INVESTMENT ASSOCIATES INC | 11/13/2025 | 529.69 K | $4.34 M | -55.72% | 0.16% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 511.30 K | $4.19 M | -10.38% | 0.16% |
| STRATOS WEALTH PARTNERS, LTD. | 11/06/2025 | 509.85 K | $4.18 M | -0.39% | 0.16% |
| FCA CORP /TX | 11/14/2025 | 473.56 K | $3.88 M | 4.17% | 0.15% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 467.63 K | $3.83 M | -21.87% | 0.15% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 11/12/2025 | 456.63 K | $3.74 M | -3.07% | 0.14% |
| LIDO ADVISORS, LLC | 11/14/2025 | 454.54 K | $3.75 M | 14.19% | 0.14% |
| PROTECTIVE LIFE CORP | 11/12/2025 | 440.00 K | $3.61 M | 0.00% | 0.14% |
| THOMA CAPITAL MANAGEMENT LLC | 10/21/2025 | 433.57 K | $3.56 M | -2.81% | 0.14% |
| KESTRA ADVISORY SERVICES, LLC | 11/14/2025 | 419.14 K | $3.44 M | 163.38% | 0.13% |
| CAMPBELL CAPITAL MANAGEMENT INC | 11/19/2025 | 352.42 K | $2.89 M | -7.51% | 0.11% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/23/2025 | 336.17 K | $2.76 M | -0.90% | 0.10% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 329.70 K | $2.70 M | 18.38% | 0.10% |
| IBEX WEALTH ADVISORS | 11/12/2025 | 316.09 K | $2.59 M | 0.40% | 0.10% |
| SANCTUARY ADVISORS, LLC | 01/13/2026 | 313.74 K | $2.57 M | 42.75% | 0.10% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/29/2025 | 306.02 K | $2.51 M | 38.64% | 0.10% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 11/14/2025 | 300.00 K | $2.46 M | 0.00% | 0.09% |
| FIERA CAPITAL CORP | 11/07/2025 | 276.57 K | $2.27 M | 2.70% | 0.09% |
| WEALTH ADVISORY SOLUTIONS, LLC | 10/27/2025 | 274.38 K | $2.25 M | -0.09% | 0.09% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 11/12/2025 | 258.87 K | $2.12 M | 49.72% | 0.08% |
| MSH CAPITAL ADVISORS LLC | 11/06/2025 | 253.77 K | $2.08 M | 15.11% | 0.08% |
| DAVENPORT & CO LLC | 10/15/2025 | 250.42 K | $2.05 M | 0.69% | 0.08% |
| FIRST TRUST ADVISORS LP | 11/12/2025 | 236.90 K | $1.94 M | -15.96% | 0.07% |
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Nuveen Preferred & Income Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 312 institutional investors and hedge funds held shares of Nuveen Preferred & Income Opportunities Fund. The most heavily invested institutionals were:
GREATMARK INVESTMENT PARTNERS, INC.: 1 M
MGO ONE SEVEN LLC: 961,953
TRUIST FINANCIAL CORP: 787,910
Chicago Partners Investment Group LLC: 536,132
Hennion & Walsh Asset Management, Inc.: 373,908
CAMPBELL CAPITAL MANAGEMENT INC: 348,264
21.01% of Nuveen Preferred & Income Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 66.57 M shares in the last 24 months. This purchase volume represents approximately $549.87 M in transactions.