EXENCIAL WEALTH ADVISORS, LLC - NUVEEN PFD INCOME OPPRTNY FD ownership

NUVEEN PFD INCOME OPPRTNY FD's ticker is JPC and the CUSIP is 67073B106. A total of 292 filers reported holding NUVEEN PFD INCOME OPPRTNY FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
EXENCIAL WEALTH ADVISORS, LLC ownership history of NUVEEN PFD INCOME OPPRTNY FD
ValueSharesWeighting
Q3 2023$98,109
-6.5%
15,499
-4.3%
0.01%0.0%
Q2 2023$104,944
-17.9%
16,195
-16.6%
0.01%
-28.6%
Q1 2023$127,843
-14.8%
19,429
-5.8%
0.01%
-12.5%
Q4 2022$150,137
-22.2%
20,623
-25.6%
0.01%
-33.3%
Q3 2022$193,000
+47.3%
27,713
+61.6%
0.01%
+71.4%
Q2 2022$131,000
+63.8%
17,145
+124.1%
0.01%
-79.4%
Q1 2013$80,0007,6500.03%
Other shareholders
NUVEEN PFD INCOME OPPRTNY FD shareholders Q4 2023
NameSharesValueWeighting ↓
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 763,090$7,088,0001.98%
Algebris Investments (UK) LLP 260,000$2,415,0001.23%
NEWGATE CAPITAL MANAGEMENT LLC 417,438$3,878,0000.86%
MERIDIAN INVESTMENT COUNSEL INC. 74,450$692,0000.59%
RIVERNORTH CAPITAL MANAGEMENT, LLC 699,427$6,498,0000.53%
Edge Wealth Management LLC 127,992$1,189,0000.50%
OTA Financial Group L.P. 37,401$347,0000.33%
NOESIS CAPITAL MANGEMENT CORP 59,125$549,000,0000.27%
Cutter & CO Brokerage, Inc. 73,515$683,0000.27%
CHARTIST INC /CA/ 20,000$458,0000.24%
View complete list of NUVEEN PFD INCOME OPPRTNY FD shareholders