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 $519.3M in total; no superinvestor holds it.
Q2 2021 vs. Q1 2021
How the institutions holding Nuveen Preferred & Income Opportunities Fund changed between Q1 2021 and Q2 2021.
All holders in Q2 2021All holders in Q1 2021
| Measure | Q1 2021 | Q2 2021 | Change |
|---|---|---|---|
| Holders | 127 | 126 | −1 |
| Shares | 20.3M | 20.7M | +358.1K (+1.8%) |
| Value | $192.6M | $207.7M | +$15.1M (+7.8%) |
New holders (15)
Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q2 2021 but not at the end of Q1 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| LexAurum Advisors, LLC | 57,040 | $569.0K | 0.17% |
| Clean Yield Group | 15,000 | $150.0K | 0.06% |
| Homrich & Berg | 13,000 | $130.0K | 0.00% |
| National Asset Management, Inc. | 11,839 | $119.0K | 0.00% |
| Boenning & Scattergood, Inc. | 10,600 | $106.0K | 0.02% |
| Apollon Wealth Management, LLC | 10,089 | $101.0K | 0.02% |
| Kerntke Otto McGlone Wealth Management Group | 10,017 | $100.0K | 0.04% |
| Albion Financial Group | 5,000 | $50.0K | 0.00% |
| Huntington National Bank | – | $25.0K | 0.00% |
| Advisory Services Network, LLC | 2,211 | $22.0K | 0.00% |
| Parkside Financial Bank & Trust | 998 | $10.0K | 0.00% |
| Assetmark, Inc | 922 | $9.00K | 0.00% |
| First Horizon Corp | 400 | $3.00K | 0.00% |
| Valley National Advisers Inc | 215 | $2.00K | 0.00% |
| FMR LLC | 1 | $0 | 0.00% |
Sold out (16)
Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q1 2021 and filed for Q2 2021 without it.
| Institution | Shares, Q1 2021 | Value, Q1 2021 |
|---|---|---|
| Claybrook Capital, LLC | 189,745 | $1.80M |
| Wolverine Asset Management LLC | 70,114 | $665.0K |
| Seelaus Asset Management LLC | 14,631 | $139.0K |
| Cape Ann Savings Bank | 12,500 | $119.0K |
| Two Sigma Securities, LLC | 10,172 | $97.0K |
| Berger Financial Group, Inc | 10,076 | $96.0K |
| Sandy Spring Bank | 6,600 | $63.0K |
| Valley Brook Capital Group | 6,650 | $63.0K |
| Sowell Financial Services LLC | 5,588 | $55.0K |
| Total Clarity Wealth Management, Inc. | 5,677 | $54.0K |
| International Assets Investment Management, LLC | 3,430 | $33.0K |
| Johnson Financial Group, Inc. | 2,746 | $26.0K |
| Newbridge Financial Services Group, Inc. | 745 | $7.00K |
| US Bancorp | 643 | $6.00K |
| Eaton Vance Management | 121 | $1.00K |
| Sittner & Nelson, LLC | 83 | $1.00K |