LPL Financial LLC
Position in JPC — Nuveen Preferred & Income Opportunities Fund
CIK 1403438
FORT MILL, SC
Position in JPC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$19,002,958
+$1,812,490 QoQ
Shares Held
2,411,543
+5.8% QoQ
Ownership
0.643%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#8
of 328 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in JPC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LPL Financial LLC holds $3,342,804,719 across 412 Asset Management names. JPC ranks #38 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
213,723 | $205,507,487 | |
| 2 | BX |
Blackstone Inc.
|
1,695,516 | $199,511,367 | |
| 3 | PFG |
Principal Financial Group Inc
|
1,134,085 | $122,231,681 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
5,545,160 | $92,604,172 | |
| 5 | ARCC |
Ares Capital Corp
|
4,029,149 | $74,660,130 | |
| 6 | BPRE |
Bluerock Private Real Estate Fund
|
5,496,468 | $71,509,048 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
2,315,840 | $69,868,892 | |
| 8 | KKR |
KKR & Co. Inc.
|
679,426 | $62,357,718 |
All Filings in JPC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,002,958 | 2,411,543 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $17,190,468 | 2,279,903 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $18,271,789 | 2,252,995 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $18,327,155 | 2,235,019 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $15,223,748 | 1,898,223 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $18,930,280 | 2,378,176 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $26,889,696 | 3,421,081 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $27,559,606 | 3,415,069 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $24,808,019 | 3,321,020 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $20,202,418 | 2,809,794 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $10,878,854 | 1,609,298 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,572,485 | 248,418 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,623,402 | 250,525 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,824,752 | 277,318 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,307,971 | 317,029 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,822,262 | 262,196 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,906,112 | 249,165 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,165,892 | 252,435 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,473,262 | 253,408 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,557,467 | 258,330 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,584,181 | 258,936 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,605,631 | 274,566 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,780,716 | 292,707 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,006,818 | 354,160 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $2,857,349 | 347,187 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,845,606 | 251,445 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||