Nuveen Preferred & Income Opportunities Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 08/13/2026 | 5.66 M | $44.57 M | 3.91% | 1.53% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 5.04 M | $39.71 M | 5.48% | 1.36% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 4.69 M | $36.96 M | 0.89% | 1.27% |
| UBS GROUP AG | 08/13/2026 | 4.36 M | $34.37 M | -0.85% | 1.18% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 4.15 M | $32.68 M | 1.84% | 1.12% |
| ROYAL BANK OF CANADA | 08/14/2026 | 2.91 M | $22.97 M | 1.14% | 0.79% |
| INVESCO LTD. | 08/14/2026 | 2.70 M | $21.31 M | 5.03% | 0.73% |
| LPL FINANCIAL LLC | 08/07/2026 | 2.41 M | $19.00 M | 5.77% | 0.65% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 1.69 M | $13.34 M | -11.26% | 0.46% |
| CAPTRUST FINANCIAL ADVISORS | 08/13/2026 | 1.55 M | $12.24 M | 1.03% | 0.42% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.37 M | $10.76 M | 12.51% | 0.37% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 1.22 M | $9.63 M | 0.06% | 0.33% |
| CERITY PARTNERS LLC | 08/14/2026 | 1.22 M | $9.60 M | 1.98% | 0.33% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 1.11 M | $8.73 M | 0.03% | 0.30% |
| GREATMARK INVESTMENT PARTNERS, INC. | 07/24/2026 | 973.96 K | $7.67 M | -1.21% | 0.26% |
| MGO ONE SEVEN LLC | 07/31/2026 | 956.23 K | $7.54 M | -2.70% | 0.26% |
| TRUIST FINANCIAL CORP | 07/28/2026 | 895.42 K | $7.06 M | 0.81% | 0.24% |
| SMITH ASSET MANAGEMENT CO., LLC | 07/14/2026 | 890.86 K | $7.02 M | -2.25% | 0.24% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 833.20 K | $6.57 M | 3.72% | 0.23% |
| AMERIPRISE FINANCIAL INC | 08/14/2026 | 825.01 K | $6.50 M | 3.78% | 0.22% |
| COHEN & STEERS, INC. | 08/14/2026 | 785.25 K | $6.19 M | 0.00% | 0.21% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 759.33 K | $5.98 M | 2.01% | 0.21% |
| FCA CORP /TX | 08/11/2026 | 554.08 K | $4.37 M | 5.24% | 0.15% |
| MOORS & CABOT, INC. | 08/10/2026 | 544.90 K | $4.29 M | 1.07% | 0.15% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 479.66 K | $3.78 M | 9.61% | 0.13% |
| STRATOS WEALTH PARTNERS, LTD. | 08/11/2026 | 476.95 K | $3.76 M | -2.60% | 0.13% |
| CHICAGO PARTNERS INVESTMENT GROUP LLC | 07/30/2026 | 463.13 K | $3.57 M | -5.16% | 0.13% |
| LIDO ADVISORS, LLC | 08/07/2026 | 454.54 K | $3.61 M | -0.04% | 0.12% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 447.77 K | $3.53 M | -33.12% | 0.12% |
| PROTECTIVE LIFE CORP | 08/14/2026 | 440.00 K | $3.47 M | 0.00% | 0.12% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 391.17 K | $3.08 M | -2.30% | 0.11% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/13/2026 | 383.70 K | $3.02 M | 9.12% | 0.10% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 378.62 K | $2.99 M | 8.00% | 0.10% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 377.55 K | $2.98 M | -12.54% | 0.10% |
| PRELUDE CAPITAL MANAGEMENT, LLC | 08/14/2026 | 350.00 K | $2.76 M | 20.91% | 0.09% |
| FIERA CAPITAL CORP | 08/07/2026 | 341.74 K | $2.69 M | 3.60% | 0.09% |
| SANCTUARY ADVISORS, LLC | 08/13/2026 | 316.55 K | $2.49 M | -6.62% | 0.09% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 302.56 K | $2.38 M | -3.83% | 0.08% |
| IBEX WEALTH ADVISORS | 07/27/2026 | 288.99 K | $2.28 M | -1.05% | 0.08% |
| WEALTH ADVISORY SOLUTIONS, LLC | 07/24/2026 | 261.84 K | $2.06 M | 19.31% | 0.07% |
| DAVENPORT & CO LLC | 07/13/2026 | 241.52 K | $1.90 M | 0.63% | 0.07% |
| MSH CAPITAL ADVISORS LLC | 08/11/2026 | 240.96 K | $1.90 M | -4.47% | 0.07% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 236.46 K | $1.86 M | -12.40% | 0.06% |
| MISSION HILLS FINANCIAL ADVISORY, LLC | 08/14/2026 | 226.58 K | $1.79 M | 102.00% | 0.06% |
| CORECAP ADVISORS, LLC | 07/06/2026 | 222.70 K | $1.75 M | 1.99% | 0.06% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 215.67 K | $1.70 M | -0.16% | 0.06% |
| WRIGHT WEALTH LLC | 07/29/2026 | 210.09 K | $1.66 M | 8.19% | 0.06% |
| XTX TOPCO LTD | 08/14/2026 | 202.05 K | $1.59 M | 123.52% | 0.05% |
| HARBOUR INVESTMENTS, INC. | 08/12/2026 | 202.04 K | $1.59 M | -2.25% | 0.05% |
| WEALTHSPIRE ADVISORS, LLC | 08/11/2026 | 199.49 K | $1.57 M | -1.56% | 0.05% |
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Nuveen Preferred & Income Opportunities Fund institutional Ownership - FAQ's
During the previous two years, 451 institutional investors and hedge funds held shares of Nuveen Preferred & Income Opportunities Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 5.66 M
BANK OF AMERICA CORP /DE/: 5.04 M
WELLS FARGO & COMPANY/MN: 4.69 M
UBS Group AG: 4.36 M
RAYMOND JAMES FINANCIAL INC: 4.15 M
ROYAL BANK OF CANADA: 2.91 M
17.81% of Nuveen Preferred & Income Opportunities Fund stock is owned by institutional investors.
Institutional investors have bought a total of 77.09 M shares in the last 24 months. This purchase volume represents approximately $620.60 M in transactions.