Who Owns NUVEEN PFD & INCOME OPPORTUN (JPC)? -- Institutional Holders (2026-06-30)
358 institutions reported holding $518.3M of NUVEEN PFD & INCOME OPPORTUN (JPC) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($44.6M), BANK OF AMERICA CORP /DE/ ($39.7M), WELLS FARGO & COMPANY/MN ($37.0M), UBS Group AG ($34.4M), RAYMOND JAMES FINANCIAL INC ($32.7M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $44.6M | 5.7M | Added |
| 2 | BANK OF AMERICA CORP /DE/ | $39.7M | 5.0M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $37.0M | 4.7M | Added |
| 4 | UBS Group AG | $34.4M | 4.4M | Trimmed |
| 5 | RAYMOND JAMES FINANCIAL INC | $32.7M | 4.1M | Added |
| 6 | Royal Bank of Canada | $23.0M | 2.9M | Added |
| 7 | Invesco Ltd. | $21.3M | 2.7M | Added |
| 8 | LPL Financial LLC | $19.0M | 2.4M | Added |
| 9 | GUGGENHEIM CAPITAL LLC | $13.3M | 1.7M | Trimmed |
| 10 | CAPTRUST FINANCIAL ADVISORS | $12.2M | 1.6M | Added |
| 11 | OSAIC HOLDINGS, INC. | $10.8M | 1.4M | Added |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | $9.6M | 1.2M | Added |
| 13 | Cerity Partners LLC | $9.6M | 1.2M | Added |
| 14 | Janney Montgomery Scott LLC | $8.7M | 1.1M | Added |
| 15 | GREATMARK INVESTMENT PARTNERS, INC. | $7.7M | 973,962 | Trimmed |
| 16 | MGO ONE SEVEN LLC | $7.5M | 956,230 | Trimmed |
| 17 | TRUIST FINANCIAL CORP | $7.1M | 895,417 | Added |
| 18 | Smith Asset Management Co., LLC | $7.0M | 890,862 | Trimmed |
| 19 | Cetera Investment Advisers | $6.6M | 833,198 | Added |
| 20 | AMERIPRISE FINANCIAL INC | $6.5M | 825,013 | Added |
| 21 | COHEN & STEERS, INC. | $6.2M | 785,251 | Hold |
| 22 | Kestra Advisory Services, LLC | $6.0M | 759,329 | Added |
| 23 | FCA CORP /TX | $4.4M | 554,077 | Added |
| 24 | Moors & Cabot, Inc. | $4.3M | 544,903 | Added |
| 25 | STIFEL FINANCIAL CORP | $3.8M | 479,664 | Added |
Source: SEC Form 13F filings · as of 2026-06-30