Nuveen Preferred & Income Opportunities Fund
JPC- Exchange
- NYSE
- SEC CIK
- 0001216583
No open-market purchases or sales by Nuveen Preferred & Income Opportunities Fund insiders were filed in the last 90 days; 334 institutions reported holding it in 13F filings for Q2 2026, worth $523.1M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 334
- +11 vs. Q1 2026
- Shares held
- 66.3M
- +1.42M (+2.2%) vs. Q1 2026
- Total value
- $523.1M
- +$32.7M (+6.7%) vs. Q1 2026
- New holders
- 40
- 115 more added
- Sold out
- 29
- 82 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting JPC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 334 | $523.1M |
| Q1 2026 | 326 | $490.7M |
| Q4 2025 | 330 | $529.7M |
| Q3 2025 | 314 | $542.5M |
| Q2 2025 | 289 | $479.7M |
| Q1 2025 | 284 | $489.2M |
| Q4 2024 | 298 | $495.8M |
| Q3 2024 | 289 | $572.3M |
| Q2 2024 | 281 | $664.7M |
| Q1 2024 | 286 | $787.3M |
| Q4 2023 | 298 | $652.6M |
| Q3 2023 | 140 | $140.6M |
| Q2 2023 | 129 | $132.3M |
| Q1 2023 | 135 | $138.2M |
| Q4 2022 | 138 | $155.0M |
| Q3 2022 | 134 | $149.2M |
| Q2 2022 | 141 | $147.4M |
| Q1 2022 | 139 | $196.4M |
| Q4 2021 | 141 | $225.0M |
| Q3 2021 | 127 | $203.1M |
| Q2 2021 | 126 | $207.7M |
| Q1 2021 | 127 | $194.7M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,655,933 | $44.6M | 0.00% | +213,041+3.9% | Added |
| Bank of America Corp | 5,038,736 | $39.7M | 0.00% | +261,614+5.5% | Added |
| Wells Fargo & Company | 4,690,122 | $37.0M | 0.01% | +41,331+0.9% | Added |
| UBS Group AG | 4,361,872 | $34.4M | 0.01% | −37,322−0.8% | Reduced |
| Raymond James Financial Inc | 4,146,808 | $32.7M | 0.01% | +74,844+1.8% | Added |
| Royal Bank of Canada | 2,914,736 | $23.0M | 0.00% | +32,784+1.1% | Added |
| Invesco Ltd. | 2,704,154 | $21.3M | 0.00% | +129,503+5.0% | Added |
| LPL Financial LLC | 2,411,543 | $19.0M | 0.00% | +131,640+5.8% | Added |
| Guggenheim Capital LLC | 1,692,635 | $13.3M | 0.09% | −214,837−11.3% | Reduced |
| Captrust Financial Advisors | 1,552,780 | $12.2M | 0.02% | +15,868+1.0% | Added |
| Advisor Group Holdings, Inc. | 1,365,893 | $10.8M | 0.01% | +151,877+12.5% | Added |
| Commonwealth Equity Services, LLC | 1,222,486 | $9.63M | 0.01% | +784+0.1% | Added |
| Cerity Partners LLC | 1,217,956 | $9.60M | 0.01% | +23,691+2.0% | Added |
| Janney Montgomery Scott LLC | 1,107,404 | $8.73M | 0.02% | +2920.0% | Added |
| Greatmark Investment Partners, Inc. | 973,962 | $7.67M | 0.85% | −11,898−1.2% | Reduced |
| We Are One Seven, LLC | 956,230 | $7.54M | 0.12% | −26,582−2.7% | Reduced |
| Truist Financial Corp | 895,417 | $7.06M | 0.01% | +7,194+0.8% | Added |
| Smith Asset Management Co., LLC | 890,862 | $7.02M | 5.52% | −20,542−2.3% | Reduced |
| Cetera Investment Advisers | 833,198 | $6.57M | 0.01% | +29,858+3.7% | Added |
| Ameriprise Financial Inc | 825,013 | $6.50M | 0.00% | +30,024+3.8% | Added |
| Cohen & Steers, Inc. | 785,251 | $6.19M | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 759,329 | $5.98M | 0.02% | +14,941+2.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 755,096 | $5.95M | 0.01% | +323,421+74.9% | Added |
| Fca Corp | 554,077 | $4.37M | 1.08% | +27,583+5.2% | Added |
| Moors & Cabot, Inc. | 544,903 | $4.29M | 0.17% | +5,773+1.1% | Added |
| Stifel Financial Corp | 479,664 | $3.78M | 0.00% | +42,061+9.6% | Added |
| Stratos Wealth Partners, LTD. | 476,950 | $3.76M | 0.04% | −12,734−2.6% | Reduced |
| Lido Advisors, LLC | 454,537 | $3.61M | 0.01% | −2000.0% | Reduced |
| Chicago Partners Investment Group LLC | 463,127 | $3.57M | 0.07% | −25,187−5.2% | Reduced |
| Advisors Asset Management, Inc. | 447,769 | $3.53M | 0.05% | −221,788−33.1% | Reduced |
| Protective Life Corp | 440,000 | $3.47M | 24.77% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 391,171 | $3.08M | 0.00% | −9,227−2.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 383,696 | $3.02M | 0.02% | +32,074+9.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 378,615 | $2.99M | 0.01% | +28,044+8.0% | Added |
| Prelude Capital Management, LLC | 350,000 | $2.76M | 0.20% | +60,523+20.9% | Added |
| Fiera Capital Corp | 341,744 | $2.69M | 0.01% | +11,890+3.6% | Added |
| Sanctuary Advisors, LLC | 316,545 | $2.49M | 0.01% | −22,432−6.6% | Reduced |
| GWM Advisors LLC | 302,561 | $2.38M | 0.01% | −12,053−3.8% | Reduced |
| Ibex Wealth Advisors | 288,992 | $2.28M | 0.18% | −3,055−1.0% | Reduced |
| Wealth Advisory Solutions, LLC | 261,844 | $2.06M | 0.42% | +42,375+19.3% | Added |
| Davenport & Co LLC | 241,523 | $1.90M | 0.01% | +1,501+0.6% | Added |
| MSH Capital Advisors LLC | 240,963 | $1.90M | 0.33% | −11,276−4.5% | Reduced |
| Capital Investment Advisors, LLC | 236,459 | $1.86M | 0.02% | −33,479−12.4% | Reduced |
| Mission Hills Financial Advisory, LLC | 226,584 | $1.79M | 0.78% | +114,414+102.0% | Added |
| CoreCap Advisors, LLC | 222,698 | $1.75M | 0.05% | +4,335+2.0% | Added |
| First Trust Advisors LP | 215,674 | $1.70M | 0.00% | −352−0.2% | Reduced |
| Wright Wealth LLC | 210,089 | $1.66M | 0.99% | +15,910+8.2% | Added |
| XTX Topco Ltd | 202,045 | $1.59M | 0.02% | +111,653+123.5% | Added |
| Harbour Investments, Inc. | 202,041 | $1.59M | 0.02% | −4,653−2.3% | Reduced |
| Palogic Value Management, L.P. | 201,128 | $1.58M | 0.28% | +100,564+100.0% | Added |
| Wealthspire Advisors, LLC | 199,488 | $1.57M | 0.01% | −3,171−1.6% | Reduced |
| Geneos Wealth Management Inc. | 186,542 | $1.47M | 0.03% | −12,430−6.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 178,942 | $1.41M | 0.01% | −348−0.2% | Reduced |
| Umb Bank N A | 174,854 | $1.38M | 0.02% | +16,000+10.1% | Added |
| Jupiter Wealth Management LLC | 168,733 | $1.33M | 0.53% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 161,712 | $1.27M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 157,446 | $1.24M | 0.00% | −153,030−49.3% | Reduced |
| HighTower Advisors, LLC | 154,859 | $1.22M | 0.00% | −765−0.5% | Reduced |
| E&G Advisors, LP | 153,251 | $1.21M | 0.23% | −649−0.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 141,288 | $1.11M | 0.03% | −185,045−56.7% | Reduced |
| Private Advisor Group, LLC | 139,246 | $1.10M | 0.01% | +212+0.2% | Added |
| Cary Street Partners Financial LLC | 137,079 | $1.08M | 0.02% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 133,224 | $1.05M | 0.02% | −4,058−3.0% | Reduced |
| AlphaCore Capital LLC | 130,543 | $1.04M | 0.02% | +31,432+31.7% | Added |
| StoneX Group Inc. | 129,640 | $1.03M | 0.04% | +37,539+40.8% | Added |
| Bramshill Investments, LLC | 126,165 | $994.2K | 0.08% | +50,836+67.5% | Added |
| Wedbush Securities Inc | 119,264 | $940.0K | 0.02% | +3,877+3.4% | Added |
| Independent Financial Group, LLC | 110,331 | $869.4K | 0.02% | +17,398+18.7% | Added |
| Advisory Services Network, LLC | 106,429 | $838.7K | 0.01% | −2,800−2.6% | Reduced |
| Cornerstone Advisory, LLC | 104,883 | $826.5K | 0.07% | 00.0% | Unchanged |
| Triumph Capital Management | 103,070 | $812.2K | 0.15% | +9,517+10.2% | Added |
| One Wealth Capital Management, LLC | 101,328 | $798.5K | 0.23% | +52,303+106.7% | Added |
| Diversify Wealth Management, LLC | 99,591 | $765.9K | 0.01% | +883+0.9% | Added |
| Diversify Advisory Services, LLC | 99,591 | $765.9K | 0.01% | +99,591 | New |
| Melfa Wealth Management, LLC | 96,899 | $763.6K | 0.41% | −116−0.1% | Reduced |
| Benchmark Investment Advisors LLC | 88,000 | $693.4K | 0.30% | 00.0% | Unchanged |
| Spire Wealth Management | 87,837 | $692.2K | 0.02% | +7,868+9.8% | Added |
| Shaker Financial Services, LLC | 87,000 | $689.3K | 0.22% | +87,000 | New |
| Marino, Stram & Associates LLC | 86,571 | $682.2K | 0.11% | 00.0% | Unchanged |
| Abel Hall, LLC | 83,600 | $658.8K | 0.11% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 83,222 | $655.8K | 0.02% | −861−1.0% | Reduced |
| Prospera Financial Services Inc | 82,625 | $651.1K | 0.01% | +163+0.2% | Added |
| Rothschild Investment LLC | 80,967 | $638.0K | 0.02% | +9,888+13.9% | Added |
| Shulman DeMeo Asset Management LLC | 77,280 | $609.0K | 0.11% | −421−0.5% | Reduced |
| Samalin Investment Counsel, LLC | 74,884 | $590.1K | 0.19% | −30,789−29.1% | Reduced |
| Pathstone Holdings, LLC | 74,508 | $587.1K | 0.00% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 73,658 | $580.4K | 0.00% | −12,441−14.4% | Reduced |
| Fifth Third Bancorp | 71,105 | $560.3K | 0.00% | +245+0.3% | Added |
| RVW Wealth, LLC | 70,922 | $558.9K | 0.04% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 69,250 | $545.7K | 0.19% | +2,000+3.0% | Added |
| SRS Capital Advisors, Inc. | 69,092 | $544.4K | 0.00% | +55,370+403.5% | Added |
| Principal Securities, Inc. | 67,977 | $535.7K | 0.01% | +252+0.4% | Added |
| Mariner, LLC | 67,074 | $528.5K | 0.00% | −18,508−21.6% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 65,897 | $519.3K | 0.44% | +678+1.0% | Added |
| KMT Wealth Management, LLC | 65,897 | $519.3K | 0.44% | +65,897 | New |
| Live Oak Private Wealth LLC | 65,572 | $516.7K | 0.06% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 64,911 | $511.5K | 0.25% | −1,164−1.8% | Reduced |
| International Assets Investment Management, LLC | 64,859 | $508.5K | 0.03% | +7,875+13.8% | Added |
| Mercer Global Advisors Inc | 63,120 | $497.4K | 0.00% | +3,718+6.3% | Added |
| Accel Wealth Management | 61,818 | $487.1K | 0.11% | −3,197−4.9% | Reduced |