13 institutions reported holding $4.5M of NUVEEN PFD & INCOME OPPORTUN (JPC) in SEC 13F filings for 2026-06-30. Largest institutional holders: CoreCap Advisors, LLC ($1.8M), Hennion & Walsh Asset Management, Inc. ($1.1M), Shulman DeMeo Asset Management LLC ($608,966), RVW Wealth, LLC ($558,865), Post Resch Tallon Group Inc. ($110,832). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CoreCap Advisors, LLC | $1.8M | 222,698 | Added |
| 2 | Hennion & Walsh Asset Management, Inc. | $1.1M | 141,288 | Trimmed |
| 3 | Shulman DeMeo Asset Management LLC | $608,966 | 77,280 | Trimmed |
| 4 | RVW Wealth, LLC | $558,865 | 70,922 | Hold |
| 5 | Post Resch Tallon Group Inc. | $110,832 | 14,065 | Hold |
| 6 | First Heartland Consultants, Inc. | $105,813 | 13,428 | New |
| 7 | 180 WEALTH ADVISORS, LLC | $101,630 | 12,897 | Added |
| 8 | Diesslin Group, Inc. | $98,511 | 12,501 | Added |
| 9 | HARBOR INVESTMENT ADVISORY, LLC | $49,234 | 6,248 | Hold |
| 10 | FNY Investment Advisers, LLC | $23,000 | 3,000 | Hold |
| 11 | GAMMA Investing LLC | $221 | 28 | Added |
| 12 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | $0 | 0 | Exited |
| 13 | Beaird Harris Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30