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 2021
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Jun 30, 2021. 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
- 126
- −1 vs. Q1 2021
- Shares held
- 20.7M
- +358.1K (+1.8%) vs. Q1 2021
- Total value
- $207.7M
- +$15.1M (+7.8%) vs. Q1 2021
- New holders
- 15
- 40 more added
- Sold out
- 16
- 33 more reduced
Compare with Q1 2021: 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 2021
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 4,083,460 | $40.8M | 3.12% | +423,372+11.6% | Added |
| Sit Investment Associates Inc | 1,726,984 | $17.2M | 0.43% | −170,304−9.0% | Reduced |
| Morgan Stanley | 1,539,495 | $15.4M | 0.00% | +9,850+0.6% | Added |
| Cohen & Steers, Inc. | 1,222,950 | $12.2M | 0.02% | −81,363−6.2% | Reduced |
| Invesco Ltd. | 1,148,311 | $11.5M | 0.00% | +53,060+4.8% | Added |
| Parametric Portfolio Associates LLC | 1,130,617 | $11.3M | 0.01% | +101,986+9.9% | Added |
| Wells Fargo & Company | 789,246 | $7.88M | 0.00% | +111,283+16.4% | Added |
| Ibex Wealth Advisors | 599,732 | $5.99M | 1.20% | +12,038+2.0% | Added |
| Raymond James & Associates | 586,024 | $5.85M | 0.01% | +129,201+28.3% | Added |
| Gerber Kawasaki Wealth & Investment Management | 474,868 | $4.74M | 0.48% | +35,012+8.0% | Added |
| TCG Advisory Services, LLC | 418,682 | $4.18M | 1.13% | +58,541+16.3% | Added |
| Protective Life Corp | 440,000 | $4.18M | 3.67% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 404,090 | $4.03M | 0.01% | +70,128+21.0% | Added |
| Brinker Capital Investments, LLC | 341,342 | $3.41M | 0.05% | −35,111−9.3% | Reduced |
| UBS Group AG | 327,261 | $3.27M | 0.00% | +17,197+5.5% | Added |
| Bank of America Corp | 327,008 | $3.26M | 0.00% | +57,991+21.6% | Added |
| First Trust Advisors LP | 302,787 | $3.02M | 0.00% | +13,312+4.6% | Added |
| Royal Bank of Canada | 290,847 | $2.90M | 0.00% | +1,961+0.7% | Added |
| Moors & Cabot, Inc. | 260,993 | $2.60M | 0.18% | +5,229+2.0% | Added |
| LPL Financial LLC | 258,936 | $2.58M | 0.00% | −15,630−5.7% | Reduced |
| Ameriprise Financial Inc | 205,709 | $2.05M | 0.00% | −45,810−18.2% | Reduced |
| Cetera Advisor Networks LLC | 189,695 | $1.89M | 0.03% | +43,564+29.8% | Added |
| Advisor Group Holdings, Inc. | 188,457 | $1.88M | 0.00% | +11,400+6.4% | Added |
| Private Advisor Group, LLC | 176,911 | $1.77M | 0.02% | −4,564−2.5% | Reduced |
| E&G Advisors, LP | 0 | $1.73M | 0.47% | −173,623−100.0% | Reduced |
| Fiera Capital Corp | 166,444 | $1.66M | 0.00% | +40,878+32.6% | Added |
| Stifel Financial Corp | 158,707 | $1.58M | 0.00% | +1,324+0.8% | Added |
| Shaker Financial Services, LLC | 156,496 | $1.56M | 0.58% | −27,864−15.1% | Reduced |
| Janney Montgomery Scott LLC | 155,599 | $1.55M | 0.01% | +11,110+7.7% | Added |
| Dixon Hubard Feinour & Brown Inc | 142,300 | $1.42M | 0.30% | −600−0.4% | Reduced |
| RMB Capital Management, LLC | 133,133 | $1.33M | 0.04% | −15,465−10.4% | Reduced |
| Rockefeller Capital Management L.P. | 122,678 | $1.22M | 0.01% | +38,178+45.2% | Added |
| Capital Investment Advisors, LLC | 111,649 | $1.11M | 0.04% | −200−0.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 106,272 | $1.06M | 0.05% | −644−0.6% | Reduced |
| Mosaic Family Wealth, LLC | 98,787 | $986.0K | 0.29% | +1,115+1.1% | Added |
| Orion Portfolio Solutions, LLC | 84,309 | $841.0K | 0.03% | −1,993−2.3% | Reduced |
| Wedbush Securities Inc | 80,315 | $802.0K | 0.04% | +2,256+2.9% | Added |
| Landscape Capital Management, L.L.C. | 70,417 | $703.0K | 0.09% | −57,242−44.8% | Reduced |
| First Foundation Advisors | 70,465 | $703.0K | 0.03% | +8,361+13.5% | Added |
| Mid Atlantic Financial Management Inc | 67,066 | $669.0K | 0.05% | −6,000−8.2% | Reduced |
| LexAurum Advisors, LLC | 57,040 | $569.0K | 0.17% | +57,040 | New |
| Cambridge Investment Research Advisors, Inc. | 53,239 | $531.0K | 0.00% | −9,958−15.8% | Reduced |
| Arcus Capital Partners, LLC | 50,264 | $502.0K | 0.23% | 00.0% | Unchanged |
| AE Wealth Management LLC | 48,942 | $488.0K | 0.00% | +5,224+11.9% | Added |
| Spire Wealth Management | 47,737 | $476.0K | 0.01% | −798−1.6% | Reduced |
| Guggenheim Capital LLC | 44,462 | $444.0K | 0.00% | +10,419+30.6% | Added |
| Kovack Advisors, Inc. | 43,995 | $439.0K | 0.05% | +1,000+2.3% | Added |
| Jackson Hole Capital Partners, LLC | 43,496 | $434.0K | 0.15% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 43,136 | $430.0K | 0.09% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 42,038 | $420.0K | 0.15% | −1,592−3.6% | Reduced |
| Edge Wealth Management LLC | 36,996 | $371.0K | 0.08% | +308+0.8% | Added |
| Investors Asset Management of Georgia Inc | 36,500 | $364.0K | 0.20% | −3,500−8.8% | Reduced |
| Envestnet Asset Management Inc | 36,338 | $363.0K | 0.00% | −21,502−37.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 36,199 | $361.0K | 0.00% | −470−1.3% | Reduced |
| Creative Planning | 33,274 | $332.0K | 0.00% | −801−2.4% | Reduced |
| Wealthcare Advisory Partners LLC | 33,087 | $330.0K | 0.02% | +300+0.9% | Added |
| Northwestern Mutual Wealth Management Co | 30,615 | $305.0K | 0.00% | +1,034+3.5% | Added |
| Cetera Investment Advisers | 28,852 | $288.0K | 0.00% | +6,887+31.4% | Added |
| Noesis Capital Mangement Corp | 28,900 | $286.0K | 0.06% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 27,352 | $273.0K | 0.02% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 26,020 | $260.0K | 0.00% | −5,333−17.0% | Reduced |
| HighTower Advisors, LLC | 26,134 | $258.0K | 0.00% | +2,548+10.8% | Added |
| Harbor Financial Services, LLC | 25,000 | $250.0K | 0.11% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 24,754 | $247.0K | 0.01% | +24,324+5,656.7% | Added |
| Ausdal Financial Partners, Inc. | 24,004 | $240.0K | 0.04% | −52−0.2% | Reduced |
| Truist Financial Corp | 23,615 | $236.0K | 0.00% | −3,898−14.2% | Reduced |
| Busey Wealth Management | 22,115 | $221.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 20,188 | $201.0K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 19,868 | $198.0K | 0.00% | −655−3.2% | Reduced |
| Independent Financial Group, LLC | 19,597 | $195.6K | 0.02% | 00.0% | Unchanged |
| Citigroup Inc | 19,321 | $193.0K | 0.00% | −1,218−5.9% | Reduced |
| Eudaimonia Partners, LLC | 18,900 | $189.0K | 0.04% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 18,398 | $184.0K | 0.00% | −1,489−7.5% | Reduced |
| XML Financial, LLC | 17,797 | $178.0K | 0.04% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 17,470 | $175.0K | 0.00% | +106+0.6% | Added |
| Telemus Capital, LLC | 17,450 | $174.0K | 0.01% | −190−1.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 17,234 | $172.0K | 0.00% | −37,433−68.5% | Reduced |
| Oxbow Advisors, LLC | 16,650 | $166.0K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 15,541 | $155.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 15,000 | $150.0K | 0.06% | +15,000 | New |
| Comerica Bank | 14,695 | $145.0K | 0.00% | +257+1.8% | Added |
| Flagship Harbor Advisors, LLC | 14,248 | $142.0K | 0.02% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 13,308 | $133.0K | 0.11% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,060 | $130.0K | 0.00% | −5,000−27.7% | Reduced |
| Homrich & Berg | 13,000 | $130.0K | 0.00% | +13,000 | New |
| Proequities, Inc. | 11,855 | $119.0K | 0.01% | +7+0.1% | Added |
| National Asset Management, Inc. | 11,839 | $119.0K | 0.00% | +11,839 | New |
| Baird Financial Group, Inc. | 11,846 | $118.0K | 0.00% | +1,475+14.2% | Added |
| Moloney Securities Asset Management, LLC | 11,384 | $114.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 11,159 | $111.0K | 0.02% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 11,000 | $110.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 10,746 | $107.0K | 0.07% | −80−0.7% | Reduced |
| Boenning & Scattergood, Inc. | 10,600 | $106.0K | 0.02% | +10,600 | New |
| Northern Trust Corp | 10,300 | $103.0K | 0.00% | −30,300−74.6% | Reduced |
| Apollon Wealth Management, LLC | 10,089 | $101.0K | 0.02% | +10,089 | New |
| Shufro Rose & Co LLC | 10,000 | $100.0K | 0.01% | 00.0% | Unchanged |
| Covington Capital Management | 10,052 | $100.0K | 0.00% | 00.0% | Unchanged |
| Kerntke Otto McGlone Wealth Management Group | 10,017 | $100.0K | 0.04% | +10,017 | New |
| FNY Investment Advisers, LLC | 8,000 | $79.0K | 0.03% | +222+2.9% | Added |
| Harbour Investments, Inc. | 7,580 | $76.0K | 0.00% | +4,580+152.7% | Added |