Nuveen Preferred & Income Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 02/13/2026 | 6.92 M | $56.11 M | -7.08% | 2.12% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 4.52 M | $36.68 M | 3.20% | 1.39% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 4.40 M | $35.71 M | -2.06% | 1.35% |
| UBS GROUP AG | 01/29/2026 | 4.31 M | $34.99 M | 3.11% | 1.32% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 3.82 M | $31.01 M | 9.90% | 1.17% |
| INVESCO LTD. | 02/19/2026 | 3.15 M | $25.56 M | 4.32% | 0.97% |
| LPL FINANCIAL LLC | 02/11/2026 | 2.25 M | $18.27 M | 0.80% | 0.69% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 1.90 M | $15.38 M | -0.44% | 0.58% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 1.24 M | $10.02 M | -34.06% | 0.38% |
| CAPTRUST FINANCIAL ADVISORS | 02/17/2026 | 1.21 M | $9.82 M | 3.77% | 0.37% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 1.19 M | $9.65 M | -1.40% | 0.36% |
| ROYAL BANK OF CANADA | 02/17/2026 | 1.13 M | $9.17 M | 1.35% | 0.35% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 1.12 M | $9.05 M | 0.84% | 0.34% |
| CERITY PARTNERS LLC | 02/11/2026 | 1.03 M | $8.32 M | 2.71% | 0.31% |
| GREATMARK INVESTMENT PARTNERS, INC. | 01/27/2026 | 1.00 M | $8.13 M | -0.43% | 0.31% |
| MGO ONE SEVEN LLC | 02/03/2026 | 961.95 K | $7.80 M | -3.68% | 0.29% |
| SMITH ASSET MANAGEMENT CO., LLC | 02/19/2026 | 926.02 K | $7.51 M | -1.92% | 0.28% |
| PENSERRA CAPITAL MANAGEMENT LLC | 02/12/2026 | 922.14 K | $7.48 M | 10.21% | 0.28% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 818.10 K | $6.63 M | -19.68% | 0.25% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 787.91 K | $6.39 M | -23.36% | 0.24% |
| COHEN & STEERS, INC. | 02/13/2026 | 785.25 K | $6.37 M | 0.00% | 0.24% |
| AMERIPRISE FINANCIAL INC | 02/17/2026 | 757.99 K | $6.15 M | -0.39% | 0.23% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 733.31 K | $5.95 M | 18.07% | 0.22% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 657.12 K | $5.33 M | 56.78% | 0.20% |
| MOORS & CABOT, INC. | 02/10/2026 | 536.94 K | $4.35 M | -0.19% | 0.16% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 01/28/2026 | 536.13 K | $4.36 M | 0.68% | 0.16% |
| FCA CORP /TX | 02/11/2026 | 515.68 K | $4.18 M | 8.89% | 0.16% |
| STRATOS WEALTH PARTNERS, LTD. | 01/20/2026 | 502.22 K | $4.07 M | -1.50% | 0.15% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 480.15 K | $3.89 M | 2.68% | 0.15% |
| LIDO ADVISORS, LLC | 02/10/2026 | 454.54 K | $3.75 M | 0.00% | 0.14% |
| PROTECTIVE LIFE CORP | 02/17/2026 | 440.00 K | $3.57 M | 0.00% | 0.13% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 437.63 K | $3.55 M | -24.21% | 0.13% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 423.68 K | $3.44 M | -7.22% | 0.13% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 373.91 K | $3.03 M | -26.87% | 0.11% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 353.60 K | $2.89 M | 15.55% | 0.11% |
| CAMPBELL CAPITAL MANAGEMENT INC | 01/28/2026 | 348.26 K | $2.82 M | -1.18% | 0.11% |
| FIERA CAPITAL CORP | 02/11/2026 | 346.85 K | $2.81 M | 25.41% | 0.11% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 340.45 K | $2.76 M | 3.26% | 0.10% |
| SANCTUARY ADVISORS, LLC | 01/29/2026 | 336.82 K | $2.73 M | 7.36% | 0.10% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 02/12/2026 | 326.92 K | $2.65 M | 26.29% | 0.10% |
| JANE STREET GROUP, LLC | 02/12/2026 | 318.91 K | $2.59 M | 176.52% | 0.10% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 314.73 K | $2.55 M | -6.38% | 0.10% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 02/17/2026 | 300.00 K | $2.43 M | 0.00% | 0.09% |
| IBEX WEALTH ADVISORS | 02/17/2026 | 292.80 K | $2.37 M | -7.37% | 0.09% |
| WEALTH ADVISORY SOLUTIONS, LLC | 01/16/2026 | 274.02 K | $2.22 M | -0.13% | 0.08% |
| MSH CAPITAL ADVISORS LLC | 02/09/2026 | 258.82 K | $2.10 M | 1.99% | 0.08% |
| DAVENPORT & CO LLC | 01/12/2026 | 246.62 K | $2.00 M | -1.52% | 0.08% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 237.86 K | $1.93 M | 0.40% | 0.07% |
| CORECAP ADVISORS, LLC | 01/13/2026 | 222.34 K | $1.80 M | -3.75% | 0.07% |
| J.W. COLE ADVISORS, INC. | 02/11/2026 | 209.43 K | $1.69 M | 76.11% | 0.06% |
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Nuveen Preferred & Income Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 432 institutional investors and hedge funds held shares of Nuveen Preferred & Income Opportunities Fund. The most heavily invested institutionals were:
UBS Group AG: 4.4 M
COMMONWEALTH EQUITY SERVICES, LLC: 1.22 M
Janney Montgomery Scott LLC: 1.11 M
GREATMARK INVESTMENT PARTNERS, INC.: 985,860
TRUIST FINANCIAL CORP: 888,223
Kestra Advisory Services, LLC: 744,388
19.95% of Nuveen Preferred & Income Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 76.62 M shares in the last 24 months. This purchase volume represents approximately $616.83 M in transactions.