JPC: Nuveen Pfd & Income Opportun insider trading, 5% holders and institutional ownership
From public SEC filings: open-market insider purchases and sales (Form 4, last 180 days), holders of 5% or more (Schedules 13D and 13G) and institutional ownership (Form 13F). Insider and 5% data delayed 48 hours.
Insider trading
0 open-market buys totaling - and 0 sales totaling - in the last 180 days.
Institutional ownership (Q2 2026)
332 institutions reported holding $498.79M of Nuveen Pfd & Income Opportun on Form 13F (323 the quarter before). 36 opened a new position and 29 sold out. Shares held by institutions: +2%.
| Largest holders | Shares | Value |
|---|---|---|
| MORGAN STANLEY | 5,655,933 | $44.57M |
| BANK OF AMERICA CORP /DE/ | 5,038,736 | $39.71M |
| WELLS FARGO & COMPANY/MN | 4,690,122 | $36.96M |
| UBS Group AG | 4,361,872 | $34.37M |
| RAYMOND JAMES FINANCIAL INC | 4,146,808 | $32.68M |
| ROYAL BANK OF CANADA | 2,914,736 | $22.97M |
| Invesco Ltd. | 2,704,154 | $21.31M |
| LPL Financial LLC | 2,411,543 | $19.00M |
| GUGGENHEIM CAPITAL LLC | 1,692,635 | $13.34M |
| CAPTRUST FINANCIAL ADVISORS | 1,552,780 | $12.24M |
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