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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 136 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 215 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 400 | $4.00K | 0.00% | +400 | New |
| Arkadios Wealth Advisors | 577 | $5.00K | 0.00% | −4,353−88.3% | Reduced |
| NEXT Financial Group, Inc | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $6.00K | 0.00% | – | – |
| Caldwell Trust Co | 669 | $6.62K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 800 | $7.92K | 0.00% | +800 | New |
| Financial Avengers, Inc. | 883 | $9.00K | 0.01% | +14+1.6% | Added |
| Parkside Financial Bank & Trust | 998 | $10.0K | 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 |
| Benjamin F. Edwards & Company, Inc. | 2,690 | $27.0K | 0.00% | −103,582−97.5% | Reduced |
| 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 |
| Hexagon Capital Partners LLC | 3,385 | $34.0K | 0.01% | +3,385 | New |
| 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 |
| Total Clarity Wealth Management, Inc. | 3,999 | $40.0K | 0.02% | +3,999 | New |
| Carroll Financial Associates, Inc. | 5,000 | $49.0K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 5,000 | $50.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 5,622 | $56.0K | 0.00% | −13,699−70.9% | Reduced |
| Oakworth Capital, Inc. | 6,000 | $59.0K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 7,000 | $69.0K | 0.01% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 7,000 | $69.0K | 0.04% | 00.0% | Unchanged |
| American Portfolios Advisors | 7,300 | $72.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7,580 | $75.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 8,000 | $79.0K | 0.04% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 8,452 | $83.0K | 0.03% | +8,452 | 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 |
| Covington Capital Management | 10,052 | $100.0K | 0.00% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 10,117 | $100.0K | 0.01% | +10,117 | New |
| Homrich & Berg | 10,500 | $104.0K | 0.00% | −2,500−19.2% | Reduced |
| 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 |
| Private Wealth Partners, LLC | 11,000 | $109.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 11,159 | $110.0K | 0.02% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 11,384 | $113.0K | 0.02% | 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 |
| The PNC Financial Services Group, Inc. | 13,060 | $130.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 13,308 | $132.0K | 0.10% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 13,900 | $137.0K | 0.02% | +3,300+31.1% | Added |
| Cetera Advisors LLC | 13,900 | $138.0K | 0.00% | +13,900 | New |
| 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 |
| 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 |
| Clean Yield Group | 15,000 | $148.0K | 0.05% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 15,869 | $158.0K | 0.00% | −1,601−9.2% | Reduced |
| Oxbow Advisors, LLC | 16,650 | $165.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 17,255 | $171.0K | 0.00% | +21+0.1% | Added |
| XML Financial, LLC | 17,797 | $176.0K | 0.02% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 18,312 | $181.3K | 0.02% | −1,285−6.6% | Reduced |
| Eudaimonia Partners, LLC | 18,900 | $187.0K | 0.03% | 00.0% | Unchanged |
| Hollencrest Capital Management | 20,188 | $200.0K | 0.02% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 20,992 | $208.0K | 0.00% | +20,992 | New |
| Busey Wealth Management | 22,115 | $219.0K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 22,185 | $220.0K | 0.00% | +10,339+87.3% | Added |
| Ausdal Financial Partners, Inc. | 23,935 | $237.0K | 0.04% | −69−0.3% | Reduced |
| Harbor Financial Services, LLC | 25,000 | $248.0K | 0.11% | 00.0% | Unchanged |
| Ameritas Investment Company, LLC | 26,794 | $265.0K | 0.01% | +2,040+8.2% | Added |
| HighTower Advisors, LLC | 27,130 | $268.0K | 0.00% | +996+3.8% | Added |
| Aj Wealth Strategies, LLC | 27,352 | $271.0K | 0.01% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 27,460 | $272.0K | 0.00% | +9,062+49.3% | Added |
| Kestra Advisory Services, LLC | 27,977 | $277.0K | 0.00% | +1,957+7.5% | Added |
| Noesis Capital Mangement Corp | 28,900 | $286.0K | 0.06% | 00.0% | Unchanged |
| Creative Planning | 30,405 | $301.0K | 0.00% | −2,869−8.6% | Reduced |
| Wealthcare Advisory Partners LLC | 32,587 | $323.0K | 0.02% | −500−1.5% | Reduced |
| Cetera Investment Advisers | 32,745 | $324.0K | 0.01% | +3,893+13.5% | Added |
| Northwestern Mutual Wealth Management Co | 34,310 | $339.0K | 0.00% | +3,695+12.1% | Added |
| Investors Asset Management of Georgia Inc | 36,500 | $361.0K | 0.19% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 36,991 | $366.0K | 0.00% | +792+2.2% | Added |
| Meridian Investment Counsel Inc. | 41,705 | $413.0K | 0.15% | −333−0.8% | Reduced |
| Live Oak Private Wealth LLC | 43,136 | $427.0K | 0.09% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 43,496 | $431.0K | 0.14% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 43,626 | $432.0K | 0.05% | −369−0.8% | Reduced |
| Spire Wealth Management | 44,905 | $445.0K | 0.01% | −2,832−5.9% | Reduced |
| Stratos Wealth Partners, LTD. | 49,731 | $492.0K | 0.01% | +29,863+150.3% | 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 |
| Cambridge Investment Research Advisors, Inc. | 55,147 | $546.0K | 0.00% | +1,908+3.6% | Added |
| AE Wealth Management LLC | 56,396 | $558.0K | 0.00% | +7,454+15.2% | Added |
| LexAurum Advisors, LLC | 57,040 | $565.0K | 0.17% | 00.0% | Unchanged |
| Mid Atlantic Financial Management Inc | 59,626 | $590.0K | 0.04% | −7,440−11.1% | Reduced |
| Wedbush Securities Inc | 78,566 | $778.0K | 0.04% | −1,749−2.2% | Reduced |
| Orion Portfolio Solutions, LLC | 83,518 | $827.0K | 0.03% | −791−0.9% | Reduced |
| Mosaic Family Wealth, LLC | 98,971 | $980.0K | 0.27% | +184+0.2% | Added |
| Guggenheim Capital LLC | 100,339 | $993.0K | 0.01% | +55,877+125.7% | Added |
| Capital Investment Advisors, LLC | 105,824 | $1.05M | 0.04% | −5,825−5.2% | Reduced |
| Truist Financial Corp | 109,864 | $1.09M | 0.00% | +86,249+365.2% | Added |
| Envestnet Asset Management Inc | 112,998 | $1.12M | 0.00% | +76,660+211.0% | Added |
| RMB Capital Management, LLC | 134,587 | $1.33M | 0.04% | +1,454+1.1% | Added |
| Dixon Hubard Feinour & Brown Inc | 142,300 | $1.41M | 0.30% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 143,842 | $1.42M | 0.57% | −12,654−8.1% | Reduced |
| Stifel Financial Corp | 153,352 | $1.52M | 0.00% | −5,355−3.4% | Reduced |
| Janney Montgomery Scott LLC | 158,771 | $1.57M | 0.01% | +3,172+2.0% | Added |
| Private Advisor Group, LLC | 160,885 | $1.59M | 0.01% | −16,026−9.1% | Reduced |
| Rockefeller Capital Management L.P. | 162,400 | $1.61M | 0.01% | +39,722+32.4% | Added |