JPC — NUVEEN PFD & INCOME OPPORTUN

Ownership history in Palogic Value Management, L.P.  ·  13 quarters on record

This page tracks every 13F SEC filing in which Palogic Value Management, L.P. reported a position in NUVEEN PFD & INCOME OPPORTUN (JPC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.35% (2025 Q1)
Avg. % of fund
0.25%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 100,564 +247 +0.2% 0.34% $816K $7.92
2025 Q3 UNCHANGED 100,317 — 0% 0.33% $823K $7.82
2025 Q2 REDUCED 100,317 -988 -1.0% 0.33% $805K $7.46
2025 Q1 UNCHANGED 101,305 — 0% 0.35% $806K $7.21
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPC price (monthly, adj. close)

Other funds also holding JPC

As of 2025 Q4 — sorted by position size

PROTECTIVE LIFE CORP 3Y 7Y 100.0% FCA CORP /TX 3Y 7Y 1.18% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 0.96% CAMPBELL CAPITAL MANAGEMENT INC 3Y 7Y 0.96% Wright Wealth LLC 0.91% Thoma Capital Management LLC 0.72% Wealth Advisory Solutions, LLC 3Y 0.52% MELFA WEALTH MANAGEMENT, INC. 3Y 0.45% Mission Hills Financial Advisory, LLC 0.37% Samalin Investment Counsel, LLC 3Y 0.34%
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