Nuveen Preferred Securities & Income Opportunities Fund
Nuveen Preferred Securities & Income Opportunities Fund (JPI) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · JPI · as of Jun 30, 2025
Ownership Breakdown
54
Institutional Holders
▲ 3 vs Q1
$53.41M
Total Inst. Value
▲ $11.53M vs Q1
22.77M
Shares Outstanding
freeFloat 100.00%
2.57M
13F Shares Held
▲ 447,142 vs Q1
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
JPI largest shareholders · institutional ownership
Q2 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
MGO ONE SEVEN LLC | 376.9K | 1.66% | 1.66% | $7.84B | Jul 25, 2025 | NEW |
MORGAN STANLEY | 252.8K | 1.11% | 1.11% | $5.26B | Aug 15, 2025 | ▲ 114.7K |
SMITH ASSET MANAGEMENT CO., LLC | 242.0K | 1.06% | 1.06% | $5.03B | Nov 3, 2025 | ▼ 5.6K |
TRUIST FINANCIAL CORP | 218.0K | 95.71% | 95.71% | $4.53B | Jul 18, 2025 | ▲ 64.7K |
WELLS FARGO & COMPANY/MN | 145.7K | 63.97% | 63.97% | $3.03B | Aug 14, 2025 | ▼ 174 |
BANK OF AMERICA CORP /DE/ | 137.0K | 60.17% | 60.17% | $2.85B | Aug 14, 2025 | ▲ 15.1K |
ENVESTNET ASSET MANAGEMENT INC | 129.1K | 56.68% | 56.68% | $2.68B | Aug 1, 2025 | ▼ 6.4K |
ROYAL BANK OF CANADA | 128.4K | 56.38% | 56.38% | $2.67B | Nov 21, 2025 | ▲ 26.4K |
RAYMOND JAMES FINANCIAL INC | 100.0K | 43.93% | 43.93% | $2.08B | Aug 14, 2025 | ▼ 2.0K |
LPL FINANCIAL LLC | 95.6K | 41.99% | 41.99% | $1.99B | Aug 12, 2025 | ▼ 5.3K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q2 2025 vs prior quarter
Q2 2025
13
Increased
+239.9K shares8
New Positions
first time holders17
Decreased
−126.8K shares0
Sold Out
fully exitedNet shares change (top 50)
+113.1K
+239.9K / −126.8K
Net new holders
+4
8 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
JPI insider trading · insider activity
Source: SEC Form 4
Insiders have been primarily selling shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
0
Buy transactions
0
Sell transactions
0.00
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
EVANS JACK | Dec 19, 2023 | Sale | 1,000 | $18.19 | $18.2K | 0 | Form 4 ↗ |
Meyers William T. Vice President | Mar 3, 2020 | Purchase | 1,000 | $23.78 | $23.8K | 1.0K | Form 4 ↗ |
Langenfeld Brenda A. | Feb 14, 2020 | Sale | 60.51 | $26.28 | $1.6K | 0 | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Nuveen Preferred Securities & Income Opportunities Fund (JPI) is primarily owned by institutional investors, who hold approximately 11.3% of total shares outstanding. Company insiders own approximately 0.00%, while retail and public investors account for the remaining 88.71%.
The largest institutional shareholder of Nuveen Preferred Securities & Income Opportunities Fund is MGO ONE SEVEN LLC, holding approximately 376,929 shares — equal to 1.66% of outstanding shares — as of June 30, 2025.
A total of 54 institutional investors currently hold JPI stock, with a combined institutional value of approximately $53,406,074 as of the most recent 13F filing period.
Frequently asked questions
JPI ownershipNuveen Preferred Securities & Income Opportunities Fund (JPI) is primarily owned by institutional investors, who hold approximately 11.3% of shares. The largest shareholder is MGO ONE SEVEN LLC with a 1.66% stake. Company insiders hold 0.00%. Data sourced from SEC Form 13F as of June 30, 2025.