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 |
|---|---|---|---|---|---|
| Fiera Capital Corp | 166,444 | $1.65M | 0.00% | 00.0% | Unchanged |
| E&G Advisors, LP | 173,300 | $1.72M | 0.47% | +173,300 | Added |
| Claybrook Capital, LLC | 189,745 | $1.88M | 0.95% | +189,745 | New |
| Advisor Group Holdings, Inc. | 195,120 | $1.93M | 0.00% | +6,663+3.5% | Added |
| Ameriprise Financial Inc | 206,940 | $2.05M | 0.00% | +1,231+0.6% | Added |
| Cetera Advisor Networks LLC | 208,947 | $2.07M | 0.03% | +19,252+10.1% | Added |
| LPL Financial LLC | 258,330 | $2.56M | 0.00% | −606−0.2% | Reduced |
| Royal Bank of Canada | 300,881 | $2.98M | 0.00% | +10,034+3.4% | Added |
| First Trust Advisors LP | 306,430 | $3.03M | 0.00% | +3,643+1.2% | Added |
| UBS Group AG | 314,627 | $3.12M | 0.00% | −12,634−3.9% | Reduced |
| Brinker Capital Investments, LLC | 343,239 | $3.40M | 0.05% | +1,897+0.6% | Added |
| Bank of America Corp | 381,300 | $3.77M | 0.00% | +54,292+16.6% | Added |
| TCG Advisory Services, LLC | 435,200 | $4.31M | 1.13% | +16,518+3.9% | Added |
| Protective Life Corp | 440,000 | $4.36M | 3.79% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 444,550 | $4.40M | 0.01% | +40,460+10.0% | Added |
| Penserra Capital Management LLC | 498,049 | $4.93M | 0.10% | +498,049 | New |
| Moors & Cabot, Inc. | 539,634 | $5.36M | 0.34% | +278,641+106.8% | Added |
| Ibex Wealth Advisors | 598,445 | $5.92M | 1.14% | −1,287−0.2% | Reduced |
| Raymond James & Associates | 658,648 | $6.52M | 0.01% | +72,624+12.4% | Added |
| Wells Fargo & Company | 768,010 | $7.60M | 0.00% | −21,236−2.7% | Reduced |
| Parametric Portfolio Associates LLC | 1,098,585 | $10.9M | 0.01% | −32,032−2.8% | Reduced |
| Cohen & Steers, Inc. | 1,101,912 | $10.9M | 0.02% | −121,038−9.9% | Reduced |
| Invesco Ltd. | 1,116,379 | $11.1M | 0.00% | −31,932−2.8% | Reduced |
| Morgan Stanley | 1,598,789 | $15.8M | 0.00% | +59,294+3.9% | Added |
| Sit Investment Associates Inc | 1,844,418 | $18.3M | 0.47% | +117,434+6.8% | Added |
| Bramshill Investments, LLC | 2,999,308 | $29.7M | 2.52% | −1,084,152−26.5% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 158 | – | – | −474,710−100.0% | Reduced |
| First Foundation Advisors | 0 | $0 | 0.00% | −70,465−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −70,417−100.0% | Sold out |
| Edge Wealth Management LLC | 0 | $0 | 0.00% | −36,996−100.0% | Sold out |
| Telemus Capital, LLC | 0 | $0 | 0.00% | −17,450−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −10,089−100.0% | Sold out |
| Kerntke Otto McGlone Wealth Management Group | 0 | $0 | 0.00% | −10,017−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,211−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −922−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| First Horizon Corp | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |