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.
Q3 2021 vs. Q2 2021
How the institutions holding Nuveen Preferred & Income Opportunities Fund changed between Q2 2021 and Q3 2021.
All holders in Q3 2021All holders in Q2 2021
| Measure | Q2 2021 | Of which not filed for Q3 2021 | Q3 2021 | Change |
|---|---|---|---|---|
| Holders | 126 | 2 | 127 | +3 |
| Shares | 20.7M | 522 | 20.5M | −165.3K (−0.8%) |
| Value | $207.7M | $4.00K | $202.9M | −$4.80M (−2.3%) |
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (14)
Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q3 2021 but not at the end of Q2 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Penserra Capital Management LLC | 498,049 | $4.93M | 0.10% |
| Claybrook Capital, LLC | 189,745 | $1.88M | 0.95% |
| AXS Investments LLC | 50,264 | $498.0K | 0.19% |
| D.A. Davidson & Co. | 20,992 | $208.0K | 0.00% |
| Pacific Wealth Strategies Group, Inc. | 14,313 | $142.0K | 0.05% |
| Cetera Advisors LLC | 13,900 | $138.0K | 0.00% |
| Private Advisory Group LLC | 10,734 | $106.0K | 0.03% |
| Centaurus Financial, Inc. | 10,117 | $100.0K | 0.01% |
| SignalPoint Asset Management, LLC | 10,042 | $99.0K | 0.03% |
| Herold Advisors, Inc. | 8,452 | $83.0K | 0.03% |
| Total Clarity Wealth Management, Inc. | 3,999 | $40.0K | 0.02% |
| Hexagon Capital Partners LLC | 3,385 | $34.0K | 0.01% |
| Koshinski Asset Management, Inc. | 800 | $7.92K | 0.00% |
| First Horizon Advisors, Inc. | 400 | $4.00K | 0.00% |
Sold out (11)
Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q2 2021 and filed for Q3 2021 without it.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| First Foundation Advisors | 70,465 | $703.0K |
| Landscape Capital Management, L.L.C. | 70,417 | $703.0K |
| Edge Wealth Management LLC | 36,996 | $371.0K |
| Telemus Capital, LLC | 17,450 | $174.0K |
| Northern Trust Corp | 10,300 | $103.0K |
| Apollon Wealth Management, LLC | 10,089 | $101.0K |
| Kerntke Otto McGlone Wealth Management Group | 10,017 | $100.0K |
| Advisory Services Network, LLC | 2,211 | $22.0K |
| Jacobi Capital Management LLC | 1,250 | $12.0K |
| Assetmark, Inc | 922 | $9.00K |
| FMR LLC | 1 | $0 |
Not filed for Q3 2021 yet (2)
Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q2 2021 and haven't filed a 13F for Q3 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2021 | Value, Q2 2021 |
|---|---|---|
| First Horizon Corp | 400 | $3.00K |
| CWM, LLC | 122 | $1.00K |