# NUVEEN PFD & INCOME OPPORTUN (JPC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/JPC/

- Reporting holders: 11
- Reported value: $3.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $1.5M | 219,040 | 0.0% | 19 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $511.4K | 77,129 | 0.1% | 12 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $483.7K | 70,922 | 0.0% | 15 |
| [McAlister, Sweet & Associates, Inc.](https://holderbook.com/funds/1774087-mcalister-sweet-associates-inc/) | $202.0K | 29,613 | 0.1% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $193.9K | 28,431 | 0.0% | 10 |
| [Gridiron Partners, LLC](https://holderbook.com/funds/1910867-gridiron-partners-llc/) | $143.4K | 21,023 | 0.1% | 12 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $84.5K | 13,117 | 0.0% | 2 |
| [Post Resch Tallon Group Inc.](https://holderbook.com/funds/2054476-post-resch-tallon-group-inc/) | $83.3K | 12,215 | 0.1% | 8 |
| [Coastline Trust Co](https://holderbook.com/funds/1324279-coastline-trust-co/) | $82.8K | 12,143 | 0.0% | 12 |
| [Trust Co](https://holderbook.com/funds/1632554-trust-co/) | $4.6K | 681 | 0.0% | 7 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $48 | 7 | 0.0% | 6 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $2 | 296 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $3.3M |
| Q2 2026 | 334 | $527.5M |
| Q1 2026 | 322 | $528.7M |
| Q4 2025 | 330 | $536.3M |
| Q3 2025 | 313 | $542.0M |
| Q2 2025 | 289 | $479.7M |
| Q1 2025 | 284 | $489.2M |
| Q4 2024 | 296 | $503.8M |
| Q3 2024 | 287 | $530.2M |
| Q2 2024 | 279 | $585.1M |
| Q1 2024 | 285 | $787.0M |
| Q4 2023 | 297 | $652.4M |