NUVEEN PREFERED & INCOME OPP (JPC) Institutional Ownership Changes & 13F Activity

NUVEEN PREFERED & INCOME OPP (JPC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Bank Of America Corp, Raymond James Financial Inc, Guggenheim Capital Llc, Captrust Financial Advisors, and Osaic Holdings, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-1,018,506-100.0%0$0.00Q4 2025Aug 26, 2026
Independent Financial Group, LlcBuy+6,992+8.1%93,673$759.69KQ4 2025May 15, 2026
Strategic Wealth Partners, Ltd.Buy+7,908—7,908$64.13KQ4 2025May 12, 2026
Beacon Financial GroupBuy+16,112—16,112$130.67KQ4 2025Apr 01, 2026
Fund Advisors Of America Inc/FlBuy+32,854—32,854$266.45KQ4 2025Mar 13, 2026
Nwf Advisory Services Inc.Buy+46,974—46,974$380.96KQ4 2025Mar 03, 2026
Anchor Investment Management, LlcBuy+9,357—9,357$75.88KQ4 2025Feb 26, 2026
Tempo Wealth, LlcBuy+13,034—13,034$105.71KQ4 2025Feb 25, 2026
Diesslin Group, Inc.Buy+12,528—12,528$101.60KQ4 2025Feb 25, 2026
Wealth Preservation Advisors, LlcBuy+805—805$6.53KQ4 2025Feb 23, 2026
Anchor Capital Management Group IncBuy+70,000—70,000$574.00KQ4 2025Feb 20, 2026
Sunbelt Securities, Inc.Buy+8,000—8,000$64.88KQ4 2025Feb 20, 2026
Smith Asset Management Co., LlcBuy+926,024—926,024$7.51MQ4 2025Feb 19, 2026
Corient Private Wealth LlcBuy+17,322—17,322$140.59KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+3,823,922—3,823,922$31.01MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+340,448—340,448$2.76MQ4 2025Feb 18, 2026
One Wealth Capital Management, LlcBuy+49,025—49,025$397.59KQ4 2025Feb 18, 2026
Mercer Global Advisors IncBuy+35,016—35,016$283.98KQ4 2025Feb 18, 2026
Ameriflex Group, Inc.Buy+9,016—9,016$73.12KQ4 2025Feb 18, 2026
Garton & Associates Financial Advisors LlcBuy+1,900—1,900$15.41KQ4 2025Feb 18, 2026
Bank Of America CorpBuy+4,522,267—4,522,267$36.68MQ4 2025Feb 17, 2026
Guggenheim Capital LlcBuy+1,896,826—1,896,826$15.38MQ4 2025Feb 17, 2026
Captrust Financial AdvisorsBuy+1,211,339—1,211,339$9.82MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+1,190,306—1,190,306$9.65MQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+1,130,474—1,130,474$9.17MQ4 2025Feb 17, 2026
Ameriprise Financial IncBuy+757,993—757,993$6.15MQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+733,307—733,307$5.95MQ4 2025Feb 17, 2026
Protective Life CorpBuy+440,000—440,000$3.57MQ4 2025Feb 17, 2026
Prelude Capital Management, LlcBuy+300,000—300,000$2.43MQ4 2025Feb 17, 2026
Ibex Wealth AdvisorsBuy+292,799—292,799$2.37MQ4 2025Feb 17, 2026
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Frequently asked questions about JPC activity

  • Which institutional owners are buying JPC?

    Institutional owners buying JPC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in JPC activity?

    "Buy" means an investor increased their reported position in JPC compared to the prior reporting period. This reflects growing exposure to NUVEEN PREFERED & INCOME OPP (JPC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in JPC increasing?

    Institutional interest in JPC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.