Nuveen Preferred & Income Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 5.44 M | $41.04 M | -21.33% | 1.47% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 4.78 M | $36.02 M | 5.64% | 1.29% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 4.65 M | $35.05 M | 5.58% | 1.26% |
| UBS GROUP AG | 05/05/2026 | 4.40 M | $33.17 M | 1.95% | 1.19% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 4.07 M | $30.70 M | 6.49% | 1.10% |
| ROYAL BANK OF CANADA | 05/15/2026 | 2.88 M | $21.73 M | 154.93% | 0.78% |
| INVESCO LTD. | 05/12/2026 | 2.57 M | $19.41 M | -18.30% | 0.70% |
| LPL FINANCIAL LLC | 05/06/2026 | 2.28 M | $17.19 M | 1.19% | 0.62% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 1.91 M | $14.38 M | 0.56% | 0.52% |
| CAPTRUST FINANCIAL ADVISORS | 05/15/2026 | 1.54 M | $11.59 M | 26.88% | 0.42% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 1.22 M | $9.21 M | -1.13% | 0.33% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.21 M | $9.15 M | 1.99% | 0.33% |
| CERITY PARTNERS LLC | 05/15/2026 | 1.19 M | $9.00 M | 16.44% | 0.32% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 1.11 M | $8.35 M | -0.79% | 0.30% |
| GREATMARK INVESTMENT PARTNERS, INC. | 04/28/2026 | 985.86 K | $7.43 M | -1.67% | 0.27% |
| MGO ONE SEVEN LLC | 05/14/2026 | 982.81 K | $7.41 M | 2.17% | 0.27% |
| SMITH ASSET MANAGEMENT CO., LLC | 05/15/2026 | 911.40 K | $6.87 M | -1.58% | 0.25% |
| TRUIST FINANCIAL CORP | 04/27/2026 | 888.22 K | $6.70 M | 12.73% | 0.24% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 803.34 K | $6.06 M | 9.55% | 0.22% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 794.99 K | $5.99 M | 4.88% | 0.21% |
| COHEN & STEERS, INC. | 05/15/2026 | 785.25 K | $5.92 M | 0.00% | 0.21% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 744.39 K | $5.61 M | 13.28% | 0.20% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 669.56 K | $5.05 M | -18.16% | 0.18% |
| MOORS & CABOT, INC. | 05/08/2026 | 539.13 K | $4.07 M | 0.41% | 0.15% |
| FCA CORP /TX | 05/14/2026 | 526.49 K | $3.97 M | 2.10% | 0.14% |
| STRATOS WEALTH PARTNERS, LTD. | 04/28/2026 | 489.68 K | $3.69 M | -2.50% | 0.13% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 05/04/2026 | 488.31 K | $3.89 M | -8.92% | 0.13% |
| LIDO ADVISORS, LLC | 05/13/2026 | 454.74 K | $3.46 M | 0.04% | 0.12% |
| PROTECTIVE LIFE CORP | 05/13/2026 | 440.00 K | $3.32 M | 0.00% | 0.12% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 437.60 K | $3.30 M | -8.86% | 0.12% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 431.68 K | $3.26 M | 1.89% | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 400.40 K | $3.02 M | -8.51% | 0.11% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 05/08/2026 | 351.62 K | $2.65 M | 7.56% | 0.10% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 350.57 K | $2.69 M | -0.86% | 0.09% |
| SANCTUARY ADVISORS, LLC | 05/05/2026 | 338.98 K | $2.56 M | 0.64% | 0.09% |
| FIERA CAPITAL CORP | 05/12/2026 | 329.85 K | $2.49 M | -4.90% | 0.09% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 326.33 K | $2.46 M | -12.72% | 0.09% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 314.61 K | $2.37 M | -7.59% | 0.09% |
| JANE STREET GROUP, LLC | 05/12/2026 | 310.48 K | $2.34 M | -2.64% | 0.08% |
| IBEX WEALTH ADVISORS | 04/30/2026 | 292.05 K | $2.20 M | -0.26% | 0.08% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 289.48 K | $2.18 M | -3.51% | 0.08% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 269.94 K | $2.04 M | -14.23% | 0.07% |
| MSH CAPITAL ADVISORS LLC | 05/11/2026 | 252.24 K | $1.90 M | -2.54% | 0.07% |
| DAVENPORT & CO LLC | 04/15/2026 | 240.02 K | $1.81 M | -2.68% | 0.06% |
| WEALTH ADVISORY SOLUTIONS, LLC | 04/22/2026 | 219.47 K | $1.65 M | -19.91% | 0.06% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 218.36 K | $1.65 M | -1.79% | 0.06% |
| FIRST TRUST ADVISORS LP | 05/13/2026 | 216.03 K | $1.63 M | -9.18% | 0.06% |
| HARBOUR INVESTMENTS, INC. | 05/15/2026 | 206.69 K | $1.56 M | 113.37% | 0.06% |
| WEALTHSPIRE ADVISORS, LLC | 05/01/2026 | 202.66 K | $1.53 M | 0.23% | 0.05% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 198.97 K | $1.50 M | 1.07% | 0.05% |
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Nuveen Preferred & Income Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 434 institutional investors and hedge funds held shares of Nuveen Preferred & Income Opportunities Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 5.44 M
BANK OF AMERICA CORP /DE/: 4.78 M
WELLS FARGO & COMPANY/MN: 4.65 M
UBS Group AG: 4.4 M
RAYMOND JAMES FINANCIAL INC: 4.07 M
ROYAL BANK OF CANADA: 2.88 M
17.55% of Nuveen Preferred & Income Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 75.83 M shares in the last 24 months. This purchase volume represents approximately $610.44 M in transactions.