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Disclosery

JPC NUVEEN PFD & INCOME OPPORTUN

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COM (fund), issuer CIK 1216583

296 managers (297 13F filers) reported a position in JPC shares at 2024-12-31, 63,048,673 shares in all. 33 filers opened a position and 40 filers sold out during the quarter.

Managers
296
13F filers
297
New
33
Added
90
Reduced
74
Sold out
40
Shares held by filers
63,048,673

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY7,656,478$60.2M<0.01%-1,720,45113F-HR/ATimelineGroup
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC4,747,959$37.3M0.85%-481,57113F-HRTimelineGroup
UBS Group AGin group UBS Group AG4,213,105$33.1M0.01%+202,79313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,796,422$29.8M<0.01%+597,71613F-HRTimelineGroup
LPL Financial LLC3,421,081$26.9M0.01%+6,01213F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,345,453$26.3M0.01%-115,86213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC3,292,438$25.9M0.01%13F-HR/ATimelineGroup
Invesco Ltd.in group Invesco Ltd.2,914,139$22.9M<0.01%-297,39313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC2,265,127$17.8M0.03%+71,34313F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC1,286,715$10.1M0.08%+271,40013F-HRTimelineGroup
Advisors Asset Management, Inc.1,063,526$8.36M0.15%+206,49113F-HR/ATimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.995,741$7.83M0.01%-370,00013F-HRTimelineGroup
GREATMARK INVESTMENT PARTNERS, INC.994,010$7.81M1.06%-28,23213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS903,982$7.11M0.02%+59,03513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.812,137$6.38M0.01%+97,58413F-HR/ATimelineGroup
Hennion & Walsh Asset Management, Inc.789,682$6.21M0.28%-128,47413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA777,149$6.11M<0.01%+25,80113F-HRTimelineGroup
Penserra Capital Management LLCin group Penserra Capital Management L…665,815$5.23M0.1%+44,84613F-HRTimelineGroup
Janney Montgomery Scott LLC645,118$5.07M0.01%+34,07613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP588,217$4.62M<0.01%+33,32613F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC571,685$4.49M0.01%+56,14213F-HRTimelineGroup
Moors & Cabot, Inc.559,341$4.4M0.21%+17,49613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC523,923$4.12M<0.01%-20,75913F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.521,997$4.1M0.06%-8,06613F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC503,105$3.95M0.26%-10,93713F-HRTimeline
Thoma Capital Management LLC467,245$3.67M2.52%13F-HRTimeline
Cetera Investment Advisers452,375$3.56M0.01%+30,14013F-HRTimeline
Cambridge Investment Research Advisors,…446,237$3.51M0.01%-8,08513F-HRTimeline
PROTECTIVE LIFE CORP440,000$3.46M100%013F-HRTimeline
FCA CORP /TX436,615$3.43M1.07%+213,24913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC401,233$3.15M0.02%+4,27213F-HRTimelineGroup
CAMPBELL CAPITAL MANAGEMENT INC384,993$3.03M1.18%-8,27413F-HRTimeline
Capital Investment Advisors, LLC366,653$2.88M0.06%-702,64313F-HRTimeline
Smith Asset Management Co., LLC360,091$2.83M2.76%13F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.351,192$2.76M0.01%-133,39713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC333,734$2.62M<0.01%-289,07913F-HRTimelineGroup
Chicago Partners Investment Group LLC321,537$2.57M0.09%+4,20013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP326,913$2.57M<0.01%-3,98213F-HRTimelineGroup
IBEX WEALTH ADVISORS326,705$2.57M0.3%new13F-HRTimeline
Sowell Financial Services LLC313,912$2.47M0.13%+3,53413F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC300,000$2.36M0.2%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP280,632$2.21M<0.01%+4,83813F-HRTimelineGroup
Fiera Capital Corpin group Fiera Capital Corp275,879$2.17M0.01%-8,66213F-HRTimelineGroup
DAVENPORT & Co LLC262,100$2.06M0.01%-5,37013F-HRTimeline
NewEdge Advisors, LLC256,971$2.02M0.01%-5,09913F-HRTimeline
CoreCap Advisors, LLC239,134$1.88M0.09%+5,06213F-HRTimeline
Sanctuary Advisors, LLC222,582$1.77M0.01%+12,34813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding213,980$1.68M+53,841Timeline
MSH Capital Advisors LLC200,704$1.58M0.5%-3,80013F-HRTimeline
Wealth Advisory Solutions, LLC200,593$1.58M0.44%+169,82013F-HRTimeline
HighTower Advisors, LLC198,911$1.56M<0.01%+78,52113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…171,712$1.35M<0.01%-11,70013F-HRTimelineGroup
Geneos Wealth Management Inc.171,316$1.35M0.05%+4,07813F-HRTimeline
Private Advisor Group, LLC146,674$1.15M0.01%-9,36113F-HRTimeline
&PARTNERS130,838$1.05M0.01%+57,52313F-HRTimeline
Advisory Services Network, LLC125,336$985K0.02%+74,83113F-HRTimeline
Samalin Investment Counsel, LLC106,191$835K0.36%+4,83013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding103,559$814K+10,655Timeline
Palogic Value Management, L.P.101,305$796K0.32%013F-HR/ATimeline
MELFA WEALTH MANAGEMENT, INC.99,767$784K0.52%-1,35013F-HRTimeline
E&G Advisors, LLC93,650$735K0.2%-14,20013F-HRTimeline
Shulman DeMeo Asset Management LLC90,600$712K0.19%+3413F-HRTimeline
Benchmark Investment Advisors LLC88,000$692K0.45%013F-HRTimeline
Mariner, LLCin group Mariner, LLC87,577$688K<0.01%-15,84013F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …82,573$649K0.02%-6,12613F-HRTimelineGroup
Bramshill Investments, LLC82,441$648K0.1%+1,35013F-HRTimeline
Triumph Capital Management81,578$641K0.22%+1,36713F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC79,161$622K0.14%013F-HRTimeline
Accel Wealth Management77,578$610K0.23%-3,06813F-HRTimeline
Atria Wealth Solutions, Inc.76,473$601K0.01%-7,67013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding73,000$581K0Timeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…73,423$577K0.02%-5,31513F-HRTimelineGroup
WEDBUSH SECURITIES INC72,874$573K0.02%-1,81313F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC71,141$559K0.01%-3,55913F-HRTimelineGroup
RVW Wealth, LLC70,922$557K0.05%+12,42213F-HRTimeline
Anchor Capital Management Group Inc70,000$550K0.2%13F-HRTimeline
Centurion Wealth Management LLC69,378$545K0.17%+11,14313F-HRTimeline
B. Riley Wealth Advisors, Inc.67,050$527K0.02%-18,06413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management66,903$526K0.02%+1,95613F-HRTimelineGroup
Stolper Co65,889$518K0.17%-1,33013F-HRTimeline
COMERICA BANK61,343$482K<0.01%-22,84713F-HR/ATimeline
KINGSWOOD WEALTH ADVISORS, LLC60,391$475K0.04%+24,87213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC59,935$471K0.01%new13F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC58,444$459K0.07%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…58,285$458K<0.01%+34,38413F-HR/ATimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…55,269$434K0.16%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…54,014$432K0.04%-338,39513F-HRTimeline
TOWNSQUARE CAPITAL LLC53,893$424K<0.01%+9113F-HRTimeline
Ballentine Partners, LLC53,693$422K0.01%new13F-HRTimeline
Aristides Capital LLC53,250$419K0.13%new13F-HRTimeline
Gridiron Partners, LLC52,969$416K0.26%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…51,928$408K<0.01%-5,46013F-HRTimelineGroup
Live Oak Private Wealth LLC51,460$404K0.07%013F-HRTimeline
Independent Advisor Alliance51,348$404K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.51,076$401K0.01%+12513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC50,810$399K0.01%+6,06713F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.50,703$399K<0.01%+9,71413F-HRTimeline
Sage Capital Advisors,llc50,629$398K0.1%-4,19813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…50,176$394K0.01%+3,12413F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC50,000$393K0.03%new13F-HRTimelineGroup
ONE WEALTH CAPITAL MANAGEMENT, LLC47,965$377K0.19%13F-HRTimeline
Carson Advisory Inc.47,433$373K0.26%-8,20513F-HRTimeline
Steward Partners Investment Advisory, L…47,237$371K<0.01%+17,84513F-HRTimeline
INVESTORS ASSET MANAGEMENT OF GEORGIA I…45,250$356K0.17%013F-HRTimeline
Investmark Advisory Group LLC44,497$350K0.17%-5813F-HRTimeline
Northstar Financial Companies, Inc.44,483$350K0.33%13F-HRTimeline
Operose Advisors LLC44,465$349K0.12%013F-HRTimeline
CHOREO, LLC43,127$341K<0.01%-76,74113F-HRTimeline
Prospera Financial Services Inc42,204$332K0.01%-2,71313F-HRTimeline
HUB Investment Partners, LLC40,906$322K0.01%-1,28213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …40,526$319K<0.01%-6,83213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…40,218$316K<0.01%+12,35913F-HRTimelineGroup
IFG Advisory, LLC40,081$315K0.02%new13F-HRTimeline
Laird Norton Wetherby Wealth Management…38,073$299K0.01%013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …37,846$297K0.04%13F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.36,500$287K0.03%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.34,999$275K0.02%+2,06013F-HR/ATimelineGroup
BURNEY CO/34,854$274K0.01%-6,42113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV34,028$267K<0.01%-29,89013F-HRTimeline
Prairie Wealth Advisors, Inc.33,768$265K0.13%+50013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC34,020$263K<0.01%+8,76013F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…33,285$262K0.04%+1113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC33,117$260K<0.01%-7,80713F-HRTimelineGroup
PRIVATE TRUST CO NA31,169$245K0.03%013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC29,807$234K0.02%-15,70313F-HRTimeline
WHITTIER TRUST CO29,658$233K<0.01%-5,12913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC29,299$230K0.03%+16013F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP28,477$227K0.03%new13F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC28,538$224K<0.01%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…27,501$216K0.01%+1,24813F-HRTimelineGroup
DUNCKER STREETT & CO INC27,439$216K0.04%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,180$214K<0.01%+16,06113F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.27,144$213K0.1%013F-HRTimeline
MML INVESTORS SERVICES, LLC26,928$212K<0.01%+10,13913F-HRTimeline
J. L. Bainbridge & Co., Inc.26,852$211K0.02%+2,77713F-HRTimeline
Private Advisory Group LLC26,690$210K0.02%new13F-HR/ATimeline
Penbrook Management LLC25,710$202K0.14%-7,91113F-HRTimeline
Uptown Financial Advisors LLC25,300$199K0.21%13F-HRTimeline
Fortitude Advisory Group L.L.C.25,220$198K0.12%013F-HRTimeline
HRT FINANCIAL LP25,026$196K<0.01%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…24,921$196K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…24,562$193K<0.01%+76613F-HRTimelineGroup
Integrated Wealth Concepts LLC24,529$193K<0.01%+10,40013F-HRTimeline
Catalina Capital Group, LLC24,437$192K0.06%013F-HRTimeline
Glass Jacobson Investment Advisors llc23,922$188K0.06%+10,52013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Snowden Capital Advisors LLC23,732$187K0.01%013F-HRTimeline
Berger Financial Group, Inc23,167$182K0.01%-35013F-HRTimeline
Creative Planningin group Creative Planning23,105$182K<0.01%+6,52513F-HRTimelineGroup
International Private Wealth Advisors L…22,243$175K0.17%+67113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC21,880$172K<0.01%+9,65313F-HRTimelineGroup
WealthTrust Axiom LLC21,782$171K0.05%013F-HRTimeline
WESBANCO BANK INC21,511$169K0.01%013F-HRTimeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC21,424$168K0.01%013F-HRTimeline
LexAurum Advisors, LLC21,372$168K0.03%013F-HRTimeline
Ausdal Financial Partners, Inc.21,164$166K0.01%+1,08413F-HRTimeline
Realta Investment Advisors20,606$165K0.07%+34913F-HRTimeline
Sage Capital Management, LLC21,000$165K0.08%013F-HRTimeline
Strategic Financial Concepts, LLC20,881$164K0.03%+10,10513F-HR/ATimeline
TSFG, LLC20,222$159K0.03%013F-HRTimeline
Waterfront Wealth Inc.19,772$155K0.04%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp19,000$149K<0.01%-9,17113F-HRTimelineGroup
D.A. DAVIDSON & CO.18,890$148K<0.01%+2,63213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…18,566$146K<0.01%+17,41213F-HRTimelineGroup
Concorde Asset Management, LLC18,351$144K0.08%-1,40013F-HRTimeline
U.S. Capital Wealth Advisors, LLC17,802$140K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP17,587$138K<0.01%+1,88313F-HRTimelineGroup
Summit Trail Advisors, LLC17,547$138K0.01%+86913F-HRTimeline
Logan Stone Capital, LLC17,471$137K0.05%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI17,377$137K0.01%-2,62013F-HRTimeline
Kingstone Capital Partners Texas, LLC16,888$133K0.11%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…16,645$131K0.01%013F-HRTimelineGroup
Belpointe Asset Management LLC16,546$130K0.01%013F-HRTimeline
MKT Advisors LLC16,061$127K0.06%013F-HRTimeline
Clearstead Advisors, LLC16,125$127K<0.01%+42913F-HRTimeline
Stonegate Investment Group, LLC15,988$126K<0.01%013F-HRTimeline
Alpha Cubed Investments, LLC15,899$125K0.01%013F-HRTimeline
Tyche Wealth Partners LLC15,726$124K0.03%013F-HRTimeline
HTLF Bank15,683$123K0.01%013F-HRTimeline
Schechter Investment Advisors, LLC15,593$123K0.01%013F-HRTimeline
Post Resch Tallon Group Inc.15,297$122K0.12%13F-HRTimeline
Financial Advocates Investment Manageme…15,185$119K0.01%+3413F-HRTimeline
Argentarii, LLC15,157$119K0.06%13F-HRTimeline
IEQ CAPITAL, LLC15,115$119K<0.01%-9,88813F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …15,000$118K0.01%013F-HRTimelineGroup
Mission Hills Financial Advisory, LLC14,985$118K0.09%+50013F-HRTimeline
Bragg Financial Advisors, Inc14,955$118K<0.01%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC14,834$117K<0.01%+3,71713F-HRTimelineGroup
BEACON FINANCIAL GROUP14,766$116K0.01%+42113F-HRTimeline
CWM, LLCin group CWM, LLC14,739$116K<0.01%+3,88913F-HRTimelineGroup
GILL CAPITAL PARTNERS, LLC14,747$116K0.04%013F-HRTimeline
Morling Financial Advisors, LLC14,674$115K0.04%+47413F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC14,525$114K0.06%013F-HRTimelineGroup
Beacon Capital Management, LLC14,476$114K0.01%+1,25413F-HRTimeline
SageView Advisory Group, LLC14,147$111K<0.01%new13F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC14,007$110K<0.01%-108,42913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC14,000$110K<0.01%-41,50013F-HRTimelineGroup
Shaker Financial Services, LLC13,965$110K0.04%-43,03513F-HRTimeline
VeraBank, N.A.13,658$107K0.03%013F-HRTimeline
Valley Brook Capital Group, Inc.13,489$106K0.08%013F-HRTimeline
NOESIS CAPITAL MANGEMENT CORP13,433$106K0.02%-3,80013F-HRTimeline