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 |
|---|---|---|---|---|---|
| American Portfolios Advisors | 7,300 | $72.9K | 0.00% | 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 |
| Oakworth Capital, Inc. | 6,000 | $60.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 5,000 | $50.0K | 0.00% | +5,000 | New |
| 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 |
| Sound Income Strategies, LLC | 3,900 | $39.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,549 | $35.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,900 | $29.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 2,790 | $28.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $25.0K | 0.00% | – | New |
| Advisory Services Network, LLC | 2,211 | $22.0K | 0.00% | +2,211 | New |
| Focused Wealth Management, Inc | 1,580 | $16.0K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 1,390 | $14.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 1,250 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 998 | $10.0K | 0.00% | +998 | New |
| Financial Avengers, Inc. | 869 | $9.00K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 922 | $9.00K | 0.00% | +922 | New |
| Caldwell Trust Co | 669 | $6.68K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 400 | $3.00K | 0.00% | +400 | New |
| Valley National Advisers Inc | 215 | $2.00K | 0.00% | +215 | New |
| CWM, LLC | 122 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 136 | $1.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | +1 | New |
| Claybrook Capital, LLC | 0 | $0 | 0.00% | −189,745−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −70,114−100.0% | Sold out |
| Seelaus Asset Management LLC | 0 | $0 | 0.00% | −14,631−100.0% | Sold out |
| Cape Ann Savings Bank | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,172−100.0% | Sold out |
| Berger Financial Group, Inc | 0 | $0 | 0.00% | −10,076−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Valley Brook Capital Group | 0 | $0 | 0.00% | −6,650−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −5,588−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −5,677−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −3,430−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −2,746−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −745−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −643−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Sittner & Nelson, LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |