CHICAGO, IL
NUVEEN PREFERRED & INCOME OPPORTUNITIES FUNDJPC— Latest position per institution from SEC 13F filings
15
Institutional holders
51.20M
Total shares held
370.92M
Estimated value
2.56M
Avg. position size
MORGAN STANLEY
CIK 895421
Shares
5.44M
Value
41.04M
Filed
Mar 31, 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
4.78M
Value
36.02M
Filed
Mar 31, 2026
WELLS FARGO & COMPANY/MN
CIK 72971
Shares
4.65M
Value
35.05M
Filed
Mar 31, 2026
UBS GROUP AG
CIK 1610520
Shares
4.40M
Value
33.17M
Filed
Mar 31, 2026
RAYMOND JAMES FINANCIAL INC
CIK 720005
Shares
4.07M
Value
30.70M
Filed
Mar 31, 2026
ROYAL BANK OF CANADA
CIK 1000275
Shares
2.88M
Value
21.73M
Filed
Mar 31, 2026
INVESCO LTD.
CIK 914208
Shares
2.57M
Value
19.41M
Filed
Mar 31, 2026
RAYMOND JAMES & ASSOCIATES
CIK 1084208
Shares
2.56M
Value
20.68M
Filed
Sep 30, 2024
LPL FINANCIAL LLC
CIK 1403438
Shares
2.28M
Value
17.19M
Filed
Mar 31, 2026
GUGGENHEIM CAPITAL LLC
CIK 1283072
Shares
1.91M
Value
14.38M
Filed
Mar 31, 2026
CAPTRUST FINANCIAL ADVISORS
CIK 1512024
Shares
1.54M
Value
11.59M
Filed
Mar 31, 2026
ALGEBRIS (UK) LTD
CIK 1700286
Shares
1.43M
Value
9.97M
Filed
Jun 30, 2024
COMMONWEALTH EQUITY SERVICES, LLC
CIK 312272
Shares
1.22M
Value
9.21M
Filed
Mar 31, 2026
OSAIC HOLDINGS, INC.
CIK 1677044
Shares
1.21M
Value
9.15M
Filed
Mar 31, 2026
CERITY PARTNERS LLC
CIK 1566475
Shares
1.19M
Value
9M
Filed
Mar 31, 2026
JANNEY MONTGOMERY SCOTT LLC
CIK 1329948
Shares
1.11M
Value
8.35K
Filed
Mar 31, 2026
GREATMARK INVESTMENT PARTNERS, INC.
CIK 1540944
Shares
985.86K
Value
7.43M
Filed
Mar 31, 2026
MGO ONE SEVEN LLC
CIK 1731444
Shares
982.81K
Value
7.41M
Filed
Mar 31, 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 | 5.44M | 41.04M | Mar 31, 2026 |
| 2 | RIVERNORTH CAPITAL MANAGEMENT, LLC | 1447578 | 5.06M | 37.76M | Jun 30, 2024 |
| 3 | BANK OF AMERICA CORP /DE/ | 70858 | 4.78M | 36.02M | Mar 31, 2026 |
| 4 | WELLS FARGO & COMPANY/MN | 72971 | 4.65M | 35.05M | Mar 31, 2026 |
| 5 | UBS GROUP AG | 1610520 | 4.40M | 33.17M | Mar 31, 2026 |
| 6 | RAYMOND JAMES FINANCIAL INC | 720005 | 4.07M | 30.70M | Mar 31, 2026 |
| 7 | ROYAL BANK OF CANADA | 1000275 | 2.88M | 21.73M | Mar 31, 2026 |
| 8 | INVESCO LTD. | 914208 | 2.57M | 19.41M | Mar 31, 2026 |
| 9 | RAYMOND JAMES & ASSOCIATES | 1084208 | 2.56M | 20.68M | Sep 30, 2024 |
| 10 | LPL FINANCIAL LLC | 1403438 | 2.28M | 17.19M | Mar 31, 2026 |
| 11 | GUGGENHEIM CAPITAL LLC | 1283072 | 1.91M | 14.38M | Mar 31, 2026 |
| 12 | CAPTRUST FINANCIAL ADVISORS | 1512024 | 1.54M | 11.59M | Mar 31, 2026 |
| 13 | ALGEBRIS (UK) LTD | 1700286 | 1.43M | 9.97M | Jun 30, 2024 |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 312272 | 1.22M | 9.21M | Mar 31, 2026 |
| 15 | OSAIC HOLDINGS, INC. | 1677044 | 1.21M | 9.15M | Mar 31, 2026 |
| 16 | CERITY PARTNERS LLC | 1566475 | 1.19M | 9M | Mar 31, 2026 |
| 17 | JANNEY MONTGOMERY SCOTT LLC | 1329948 | 1.11M | 8.35K | Mar 31, 2026 |
| 18 | GREATMARK INVESTMENT PARTNERS, INC. | 1540944 | 985.86K | 7.43M | Mar 31, 2026 |
| 19 | MGO ONE SEVEN LLC | 1731444 | 982.81K | 7.41M | Mar 31, 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.