CHICAGO, IL
NUVEEN PREFERRED & INCOME OPPORTUNITIES FUNDJPC— Latest position per institution from SEC 13F filings
15
Institutional holders
51.98M
Total shares held
390.76M
Estimated value
2.60M
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
5.66M
Value
44.57M
Filed
Jun 30, 2026
RIVERNORTH CAPITAL MANAGEMENT, LLC
CIK 1447578
Shares
5.06M
Value
37.76M
Filed
Jun 30, 2024
BANK OF AMERICA CORP /DE/
CIK 70858
Shares
5.04M
Value
39.71M
Filed
Jun 30, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
4.69M
Value
36.96M
Filed
Jun 30, 2026
UBS GROUP AG
CIK 1610520
Shares
4.36M
Value
34.37M
Filed
Jun 30, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
4.15M
Value
32.68M
Filed
Jun 30, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
2.91M
Value
22.97M
Filed
Jun 30, 2026
INVESCO LTD.
CIK 914208
Shares
2.70M
Value
21.31M
Filed
Jun 30, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
2.56M
Value
20.68M
Filed
Sep 30, 2024
LPL FINANCIAL LLC
CIK 1403438
Shares
2.41M
Value
19M
Filed
Jun 30, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
1.69M
Value
13.34M
Filed
Jun 30, 2026
CAPTRUST FINANCIAL ADVISORS
CIK 1512024
Shares
1.55M
Value
12.24M
Filed
Jun 30, 2026
ALGEBRIS (UK) LTD
CIK 1700286
Shares
1.43M
Value
9.97M
Filed
Jun 30, 2024
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
1.37M
Value
10.76M
Filed
Jun 30, 2026
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
1.22M
Value
9.63M
Filed
Jun 30, 2026
CERITY PARTNERS LLC
CIK 1566475
Shares
1.22M
Value
9.60M
Filed
Jun 30, 2026
JANNEY MONTGOMERY SCOTT LLC
CIK 1329948
Shares
1.11M
Value
8.73K
Filed
Jun 30, 2026
GREATMARK INVESTMENT PARTNERS, INC.
CIK 1540944
Shares
973.96K
Value
7.67M
Filed
Jun 30, 2026
MGO ONE SEVEN LLC
CIK 1731444
Shares
956.23K
Value
7.54M
Filed
Jun 30, 2026
PENSERRA CAPITAL MANAGEMENT LLC
CIK 1593324
Shares
922.13K
Value
7.48K
Filed
Dec 31, 2025
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 895421 | 5.66M | 44.57M | Jun 30, 2026 |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 5.06M | 37.76M | Jun 30, 2024 |
| 3 | BANK OF AMERICA CORP /DE/ | 70858 | 5.04M | 39.71M | Jun 30, 2026 |
| 4 | WELLS FARGO & COMPANY/MN | 72971 | 4.69M | 36.96M | Jun 30, 2026 |
| 5 | UBS GROUP AG | 1610520 | 4.36M | 34.37M | Jun 30, 2026 |
| 6 | RAYMOND JAMES FINANCIAL INC | 720005 | 4.15M | 32.68M | Jun 30, 2026 |
| 7 | ROYAL BANK OF CANADA | 1000275 | 2.91M | 22.97M | Jun 30, 2026 |
| 8 | INVESCO LTD. | 914208 | 2.70M | 21.31M | Jun 30, 2026 |
| 9 | RAYMOND JAMES & ASSOCIATES | 1084208 | 2.56M | 20.68M | Sep 30, 2024 |
| 10 | LPL FINANCIAL LLC | 1403438 | 2.41M | 19M | Jun 30, 2026 |
| 11 | GUGGENHEIM CAPITAL LLC | 1283072 | 1.69M | 13.34M | Jun 30, 2026 |
| 12 | CAPTRUST FINANCIAL ADVISORS | 1512024 | 1.55M | 12.24M | Jun 30, 2026 |
| 13 | ALGEBRIS (UK) LTD | 1700286 | 1.43M | 9.97M | Jun 30, 2024 |
| 14 | OSAIC HOLDINGS, INC. | 1677044 | 1.37M | 10.76M | Jun 30, 2026 |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 1.22M | 9.63M | Jun 30, 2026 |
| 16 | CERITY PARTNERS LLC | 1566475 | 1.22M | 9.60M | Jun 30, 2026 |
| 17 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 1.11M | 8.73K | Jun 30, 2026 |
| 18 | GREATMARK INVESTMENT PARTNERS, INC. | 1540944 | 973.96K | 7.67M | Jun 30, 2026 |
| 19 | MGO ONE SEVEN LLC | 1731444 | 956.23K | 7.54M | Jun 30, 2026 |
| 20 | PENSERRA CAPITAL MANAGEMENT LLC | 1593324 | 922.13K | 7.48K | Dec 31, 2025 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.