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, Q3 2021
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Sep 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
- 127
- +3 vs. Q2 2021
- Shares held
- 20.5M
- −165.3K (−0.8%) vs. Q2 2021
- Total value
- $202.9M
- −$4.80M (−2.3%) vs. Q2 2021
- New holders
- 14
- 37 more added
- Sold out
- 11
- 30 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 2,999,308 | $29.7M | 2.52% | −1,084,152−26.5% | Reduced |
| Sit Investment Associates Inc | 1,844,418 | $18.3M | 0.47% | +117,434+6.8% | Added |
| Morgan Stanley | 1,598,789 | $15.8M | 0.00% | +59,294+3.9% | Added |
| Invesco Ltd. | 1,116,379 | $11.1M | 0.00% | −31,932−2.8% | Reduced |
| Cohen & Steers, Inc. | 1,101,912 | $10.9M | 0.02% | −121,038−9.9% | Reduced |
| Parametric Portfolio Associates LLC | 1,098,585 | $10.9M | 0.01% | −32,032−2.8% | Reduced |
| Wells Fargo & Company | 768,010 | $7.60M | 0.00% | −21,236−2.7% | Reduced |
| Raymond James & Associates | 658,648 | $6.52M | 0.01% | +72,624+12.4% | Added |
| Ibex Wealth Advisors | 598,445 | $5.92M | 1.14% | −1,287−0.2% | Reduced |
| Moors & Cabot, Inc. | 539,634 | $5.36M | 0.34% | +278,641+106.8% | Added |
| Penserra Capital Management LLC | 498,049 | $4.93M | 0.10% | +498,049 | New |
| Commonwealth Equity Services, LLC | 444,550 | $4.40M | 0.01% | +40,460+10.0% | Added |
| Protective Life Corp | 440,000 | $4.36M | 3.79% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 435,200 | $4.31M | 1.13% | +16,518+3.9% | Added |
| Bank of America Corp | 381,300 | $3.77M | 0.00% | +54,292+16.6% | Added |
| Brinker Capital Investments, LLC | 343,239 | $3.40M | 0.05% | +1,897+0.6% | Added |
| UBS Group AG | 314,627 | $3.12M | 0.00% | −12,634−3.9% | Reduced |
| First Trust Advisors LP | 306,430 | $3.03M | 0.00% | +3,643+1.2% | Added |
| Royal Bank of Canada | 300,881 | $2.98M | 0.00% | +10,034+3.4% | Added |
| LPL Financial LLC | 258,330 | $2.56M | 0.00% | −606−0.2% | Reduced |
| Cetera Advisor Networks LLC | 208,947 | $2.07M | 0.03% | +19,252+10.1% | Added |
| Ameriprise Financial Inc | 206,940 | $2.05M | 0.00% | +1,231+0.6% | Added |
| Advisor Group Holdings, Inc. | 195,120 | $1.93M | 0.00% | +6,663+3.5% | Added |
| Claybrook Capital, LLC | 189,745 | $1.88M | 0.95% | +189,745 | New |
| E&G Advisors, LP | 173,300 | $1.72M | 0.47% | +173,300 | Added |
| Fiera Capital Corp | 166,444 | $1.65M | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 162,400 | $1.61M | 0.01% | +39,722+32.4% | Added |
| Private Advisor Group, LLC | 160,885 | $1.59M | 0.01% | −16,026−9.1% | Reduced |
| Janney Montgomery Scott LLC | 158,771 | $1.57M | 0.01% | +3,172+2.0% | Added |
| Stifel Financial Corp | 153,352 | $1.52M | 0.00% | −5,355−3.4% | Reduced |
| Shaker Financial Services, LLC | 143,842 | $1.42M | 0.57% | −12,654−8.1% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 142,300 | $1.41M | 0.30% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 134,587 | $1.33M | 0.04% | +1,454+1.1% | Added |
| Envestnet Asset Management Inc | 112,998 | $1.12M | 0.00% | +76,660+211.0% | Added |
| Truist Financial Corp | 109,864 | $1.09M | 0.00% | +86,249+365.2% | Added |
| Capital Investment Advisors, LLC | 105,824 | $1.05M | 0.04% | −5,825−5.2% | Reduced |
| Guggenheim Capital LLC | 100,339 | $993.0K | 0.01% | +55,877+125.7% | Added |
| Mosaic Family Wealth, LLC | 98,971 | $980.0K | 0.27% | +184+0.2% | Added |
| Orion Portfolio Solutions, LLC | 83,518 | $827.0K | 0.03% | −791−0.9% | Reduced |
| Wedbush Securities Inc | 78,566 | $778.0K | 0.04% | −1,749−2.2% | Reduced |
| Mid Atlantic Financial Management Inc | 59,626 | $590.0K | 0.04% | −7,440−11.1% | Reduced |
| LexAurum Advisors, LLC | 57,040 | $565.0K | 0.17% | 00.0% | Unchanged |
| AE Wealth Management LLC | 56,396 | $558.0K | 0.00% | +7,454+15.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 55,147 | $546.0K | 0.00% | +1,908+3.6% | Added |
| Arcus Capital Partners, LLC | 50,264 | $498.0K | 0.19% | 00.0% | Unchanged |
| AXS Investments LLC | 50,264 | $498.0K | 0.19% | +50,264 | New |
| Stratos Wealth Partners, LTD. | 49,731 | $492.0K | 0.01% | +29,863+150.3% | Added |
| Spire Wealth Management | 44,905 | $445.0K | 0.01% | −2,832−5.9% | Reduced |
| Kovack Advisors, Inc. | 43,626 | $432.0K | 0.05% | −369−0.8% | Reduced |
| Jackson Hole Capital Partners, LLC | 43,496 | $431.0K | 0.14% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 43,136 | $427.0K | 0.09% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 41,705 | $413.0K | 0.15% | −333−0.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 36,991 | $366.0K | 0.00% | +792+2.2% | Added |
| Investors Asset Management of Georgia Inc | 36,500 | $361.0K | 0.19% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 34,310 | $339.0K | 0.00% | +3,695+12.1% | Added |
| Cetera Investment Advisers | 32,745 | $324.0K | 0.01% | +3,893+13.5% | Added |
| Wealthcare Advisory Partners LLC | 32,587 | $323.0K | 0.02% | −500−1.5% | Reduced |
| Creative Planning | 30,405 | $301.0K | 0.00% | −2,869−8.6% | Reduced |
| Noesis Capital Mangement Corp | 28,900 | $286.0K | 0.06% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 27,977 | $277.0K | 0.00% | +1,957+7.5% | Added |
| United Capital Financial Advisers, LLC | 27,460 | $272.0K | 0.00% | +9,062+49.3% | Added |
| Aj Wealth Strategies, LLC | 27,352 | $271.0K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 27,130 | $268.0K | 0.00% | +996+3.8% | Added |
| Ameritas Investment Company, LLC | 26,794 | $265.0K | 0.01% | +2,040+8.2% | Added |
| Harbor Financial Services, LLC | 25,000 | $248.0K | 0.11% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 23,935 | $237.0K | 0.04% | −69−0.3% | Reduced |
| Baird Financial Group, Inc. | 22,185 | $220.0K | 0.00% | +10,339+87.3% | Added |
| Busey Wealth Management | 22,115 | $219.0K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 20,992 | $208.0K | 0.00% | +20,992 | New |
| Hollencrest Capital Management | 20,188 | $200.0K | 0.02% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 18,900 | $187.0K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 18,312 | $181.3K | 0.02% | −1,285−6.6% | Reduced |
| XML Financial, LLC | 17,797 | $176.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 17,255 | $171.0K | 0.00% | +21+0.1% | Added |
| Oxbow Advisors, LLC | 16,650 | $165.0K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 15,869 | $158.0K | 0.00% | −1,601−9.2% | Reduced |
| Clean Yield Group | 15,000 | $148.0K | 0.05% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 14,698 | $146.0K | 0.01% | −843−5.4% | Reduced |
| Comerica Bank | 14,665 | $146.0K | 0.00% | −30−0.2% | Reduced |
| Flagship Harbor Advisors, LLC | 14,248 | $142.0K | 0.02% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 14,313 | $142.0K | 0.05% | +14,313 | New |
| Cetera Advisors LLC | 13,900 | $138.0K | 0.00% | +13,900 | New |
| Boenning & Scattergood, Inc. | 13,900 | $137.0K | 0.02% | +3,300+31.1% | Added |
| Islay Capital Management, LLC | 13,308 | $132.0K | 0.10% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,060 | $130.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 11,861 | $118.0K | 0.01% | +6+0.1% | Added |
| National Asset Management, Inc. | 11,840 | $118.0K | 0.00% | +10.0% | Added |
| Moloney Securities Asset Management, LLC | 11,384 | $113.0K | 0.02% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 11,159 | $110.0K | 0.02% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 11,000 | $109.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 10,746 | $106.0K | 0.07% | 00.0% | Unchanged |
| Private Advisory Group LLC | 10,734 | $106.0K | 0.03% | +10,734 | New |
| Homrich & Berg | 10,500 | $104.0K | 0.00% | −2,500−19.2% | Reduced |
| Covington Capital Management | 10,052 | $100.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 10,117 | $100.0K | 0.01% | +10,117 | New |
| Shufro Rose & Co LLC | 10,000 | $99.0K | 0.01% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 10,042 | $99.0K | 0.03% | +10,042 | New |
| Herold Advisors, Inc. | 8,452 | $83.0K | 0.03% | +8,452 | New |
| FNY Investment Advisers, LLC | 8,000 | $79.0K | 0.04% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,580 | $75.0K | 0.00% | 00.0% | Unchanged |