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.
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 | $519.3M |
| Q1 2026 | 326 | $490.7M |
| Q4 2025 | 330 | $529.6M |
| Q3 2025 | 314 | $540.7M |
| Q2 2025 | 289 | $472.2M |
| Q1 2025 | 284 | $487.4M |
| Q4 2024 | 298 | $495.9M |
| Q3 2024 | 289 | $523.6M |
| Q2 2024 | 281 | $580.2M |
| Q1 2024 | 286 | $580.6M |
| Q4 2023 | 298 | $568.1M |
| 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 | $146.6M |
| Q1 2022 | 139 | $196.4M |
| Q4 2021 | 141 | $225.0M |
| Q3 2021 | 127 | $202.9M |
| Q2 2021 | 126 | $207.7M |
| Q1 2021 | 127 | $192.6M |
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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| CWM, LLC | 122 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 136 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 215 | $2.00K | 0.00% | +215 | New |
| First Horizon Corp | 400 | $3.00K | 0.00% | +400 | New |
| NEXT Financial Group, Inc | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 669 | $6.68K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 869 | $9.00K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 922 | $9.00K | 0.00% | +922 | New |
| Parkside Financial Bank & Trust | 998 | $10.0K | 0.00% | +998 | New |
| Jacobi Capital Management LLC | 1,250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 1,390 | $14.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,580 | $16.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,211 | $22.0K | 0.00% | +2,211 | New |
| Huntington National Bank | – | $25.0K | 0.00% | – | New |
| Thomas J. Herzfeld Advisors, Inc. | 2,790 | $28.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,900 | $29.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,549 | $35.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,900 | $39.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 5,000 | $49.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,930 | $49.0K | 0.01% | +3,970+413.5% | Added |
| Albion Financial Group | 5,000 | $50.0K | 0.00% | +5,000 | New |
| Oakworth Capital, Inc. | 6,000 | $60.0K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 7,000 | $70.0K | 0.01% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 7,000 | $70.0K | 0.04% | 00.0% | Unchanged |
| American Portfolios Advisors | 7,300 | $72.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,580 | $76.0K | 0.00% | +4,580+152.7% | Added |
| FNY Investment Advisers, LLC | 8,000 | $79.0K | 0.03% | +222+2.9% | Added |
| 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 |
| Apollon Wealth Management, LLC | 10,089 | $101.0K | 0.02% | +10,089 | New |
| Northern Trust Corp | 10,300 | $103.0K | 0.00% | −30,300−74.6% | Reduced |
| Boenning & Scattergood, Inc. | 10,600 | $106.0K | 0.02% | +10,600 | New |
| CoreFirst Bank & Trust | 10,746 | $107.0K | 0.07% | −80−0.7% | Reduced |
| Private Wealth Partners, LLC | 11,000 | $110.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 11,159 | $111.0K | 0.02% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 11,384 | $114.0K | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 11,846 | $118.0K | 0.00% | +1,475+14.2% | Added |
| 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 |
| 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 |
| Islay Capital Management, LLC | 13,308 | $133.0K | 0.11% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 14,248 | $142.0K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 14,695 | $145.0K | 0.00% | +257+1.8% | Added |
| Clean Yield Group | 15,000 | $150.0K | 0.06% | +15,000 | New |
| Prospera Financial Services Inc | 15,541 | $155.0K | 0.01% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 16,650 | $166.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 17,234 | $172.0K | 0.00% | −37,433−68.5% | Reduced |
| Telemus Capital, LLC | 17,450 | $174.0K | 0.01% | −190−1.1% | Reduced |
| Avantax Advisory Services, Inc. | 17,470 | $175.0K | 0.00% | +106+0.6% | Added |
| XML Financial, LLC | 17,797 | $178.0K | 0.04% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 18,398 | $184.0K | 0.00% | −1,489−7.5% | Reduced |
| Eudaimonia Partners, LLC | 18,900 | $189.0K | 0.04% | 00.0% | Unchanged |
| Citigroup Inc | 19,321 | $193.0K | 0.00% | −1,218−5.9% | Reduced |
| Independent Financial Group, LLC | 19,597 | $195.6K | 0.02% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 19,868 | $198.0K | 0.00% | −655−3.2% | Reduced |
| Hollencrest Capital Management | 20,188 | $201.0K | 0.02% | 00.0% | Unchanged |
| Busey Wealth Management | 22,115 | $221.0K | 0.01% | 00.0% | Unchanged |
| Truist Financial Corp | 23,615 | $236.0K | 0.00% | −3,898−14.2% | Reduced |
| Ausdal Financial Partners, Inc. | 24,004 | $240.0K | 0.04% | −52−0.2% | Reduced |
| Ameritas Investment Company, LLC | 24,754 | $247.0K | 0.01% | +24,324+5,656.7% | Added |
| Harbor Financial Services, LLC | 25,000 | $250.0K | 0.11% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 26,134 | $258.0K | 0.00% | +2,548+10.8% | Added |
| Kestra Advisory Services, LLC | 26,020 | $260.0K | 0.00% | −5,333−17.0% | Reduced |
| Aj Wealth Strategies, LLC | 27,352 | $273.0K | 0.02% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 28,900 | $286.0K | 0.06% | 00.0% | Unchanged |
| Cetera Investment Advisers | 28,852 | $288.0K | 0.00% | +6,887+31.4% | Added |
| Northwestern Mutual Wealth Management Co | 30,615 | $305.0K | 0.00% | +1,034+3.5% | Added |
| Wealthcare Advisory Partners LLC | 33,087 | $330.0K | 0.02% | +300+0.9% | Added |
| Creative Planning | 33,274 | $332.0K | 0.00% | −801−2.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 36,199 | $361.0K | 0.00% | −470−1.3% | Reduced |
| Envestnet Asset Management Inc | 36,338 | $363.0K | 0.00% | −21,502−37.2% | Reduced |
| Investors Asset Management of Georgia Inc | 36,500 | $364.0K | 0.20% | −3,500−8.8% | Reduced |
| Edge Wealth Management LLC | 36,996 | $371.0K | 0.08% | +308+0.8% | Added |
| Meridian Investment Counsel Inc. | 42,038 | $420.0K | 0.15% | −1,592−3.6% | Reduced |
| Live Oak Private Wealth LLC | 43,136 | $430.0K | 0.09% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 43,496 | $434.0K | 0.15% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 43,995 | $439.0K | 0.05% | +1,000+2.3% | Added |
| Guggenheim Capital LLC | 44,462 | $444.0K | 0.00% | +10,419+30.6% | Added |
| Spire Wealth Management | 47,737 | $476.0K | 0.01% | −798−1.6% | Reduced |
| AE Wealth Management LLC | 48,942 | $488.0K | 0.00% | +5,224+11.9% | Added |
| Arcus Capital Partners, LLC | 50,264 | $502.0K | 0.23% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 53,239 | $531.0K | 0.00% | −9,958−15.8% | Reduced |
| LexAurum Advisors, LLC | 57,040 | $569.0K | 0.17% | +57,040 | New |
| Mid Atlantic Financial Management Inc | 67,066 | $669.0K | 0.05% | −6,000−8.2% | Reduced |
| 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 |
| Wedbush Securities Inc | 80,315 | $802.0K | 0.04% | +2,256+2.9% | Added |
| Orion Portfolio Solutions, LLC | 84,309 | $841.0K | 0.03% | −1,993−2.3% | Reduced |
| Mosaic Family Wealth, LLC | 98,787 | $986.0K | 0.29% | +1,115+1.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 106,272 | $1.06M | 0.05% | −644−0.6% | Reduced |
| Capital Investment Advisors, LLC | 111,649 | $1.11M | 0.04% | −200−0.2% | Reduced |
| Rockefeller Capital Management L.P. | 122,678 | $1.22M | 0.01% | +38,178+45.2% | Added |
| RMB Capital Management, LLC | 133,133 | $1.33M | 0.04% | −15,465−10.4% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 142,300 | $1.42M | 0.30% | −600−0.4% | Reduced |
| Janney Montgomery Scott LLC | 155,599 | $1.55M | 0.01% | +11,110+7.7% | Added |
| Shaker Financial Services, LLC | 156,496 | $1.56M | 0.58% | −27,864−15.1% | Reduced |
| Stifel Financial Corp | 158,707 | $1.58M | 0.00% | +1,324+0.8% | Added |