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, Q4 2021
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Dec 31, 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
- 141
- +19 vs. Q3 2021
- Shares held
- 23.1M
- +2.70M (+13.3%) vs. Q3 2021
- Total value
- $225.0M
- +$23.5M (+11.6%) vs. Q3 2021
- New holders
- 33
- 39 more added
- Sold out
- 14
- 33 more reduced
5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 3,841,800 | $37.5M | 3.67% | +842,492+28.1% | Added |
| Sit Investment Associates Inc | 2,358,354 | $23.0M | 0.54% | +513,936+27.9% | Added |
| Morgan Stanley | 1,604,570 | $15.7M | 0.00% | +5,781+0.4% | Added |
| Invesco Ltd. | 1,547,649 | $15.1M | 0.00% | +431,270+38.6% | Added |
| Parametric Portfolio Associates LLC | 1,272,750 | $12.4M | 0.01% | +174,165+15.9% | Added |
| Cohen & Steers, Inc. | 1,038,656 | $10.1M | 0.02% | −63,256−5.7% | Reduced |
| Wells Fargo & Company | 725,242 | $7.08M | 0.00% | −42,768−5.6% | Reduced |
| Raymond James & Associates | 633,721 | $6.18M | 0.00% | −24,927−3.8% | Reduced |
| Penserra Capital Management LLC | 505,057 | $4.93M | 0.11% | +7,008+1.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 489,926 | $4.78M | 0.38% | +489,768+309,979.7% | Added |
| Ibex Wealth Advisors | 483,243 | $4.72M | 0.83% | −115,202−19.3% | Reduced |
| Commonwealth Equity Services, LLC | 457,728 | $4.47M | 0.01% | +13,178+3.0% | Added |
| Protective Life Corp | 440,000 | $4.29M | 3.77% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 404,099 | $3.94M | 0.93% | −31,101−7.1% | Reduced |
| Bank of America Corp | 378,038 | $3.69M | 0.00% | −3,262−0.9% | Reduced |
| Shaker Financial Services, LLC | 369,687 | $3.61M | 1.27% | +225,845+157.0% | Added |
| Brinker Capital Investments, LLC | 340,798 | $3.33M | 0.05% | −2,441−0.7% | Reduced |
| UBS Group AG | 319,142 | $3.12M | 0.00% | +4,515+1.4% | Added |
| First Trust Advisors LP | 310,785 | $3.03M | 0.00% | +4,355+1.4% | Added |
| Moors & Cabot, Inc. | 263,851 | $2.58M | 0.16% | −275,783−51.1% | Reduced |
| LPL Financial LLC | 253,408 | $2.47M | 0.00% | −4,922−1.9% | Reduced |
| Ameriprise Financial Inc | 224,605 | $2.19M | 0.00% | +17,665+8.5% | Added |
| Truist Financial Corp | 221,760 | $2.17M | 0.00% | +111,896+101.8% | Added |
| Envestnet Asset Management Inc | 221,551 | $2.16M | 0.00% | +108,553+96.1% | Added |
| Claybrook Capital, LLC | 208,330 | $2.03M | 0.95% | +18,585+9.8% | Added |
| Royal Bank of Canada | 197,448 | $1.93M | 0.00% | −103,433−34.4% | Reduced |
| E&G Advisors, LP | 173,300 | $1.69M | 0.42% | 00.0% | Unchanged |
| Fiera Capital Corp | 171,080 | $1.67M | 0.00% | +4,636+2.8% | Added |
| Advisor Group Holdings, Inc. | 160,809 | $1.57M | 0.00% | −34,311−17.6% | Reduced |
| Guggenheim Capital LLC | 158,384 | $1.55M | 0.01% | +58,045+57.8% | Added |
| Rockefeller Capital Management L.P. | 156,355 | $1.53M | 0.01% | −6,045−3.7% | Reduced |
| Stifel Financial Corp | 151,274 | $1.48M | 0.00% | −2,078−1.4% | Reduced |
| Private Advisor Group, LLC | 146,484 | $1.43M | 0.01% | −14,401−9.0% | Reduced |
| Janney Montgomery Scott LLC | 145,921 | $1.42M | 0.01% | −12,850−8.1% | Reduced |
| RMB Capital Management, LLC | 134,587 | $1.31M | 0.04% | 00.0% | Unchanged |
| Stratos Wealth Partners, LTD. | 134,182 | $1.31M | 0.03% | +84,451+169.8% | Added |
| Dixon Hubard Feinour & Brown Inc | 127,850 | $1.25M | 0.12% | −14,450−10.2% | Reduced |
| MSH Capital Advisors LLC | 105,156 | $1.03M | 0.46% | +105,156 | New |
| Capital Investment Advisors, LLC | 105,024 | $1.02M | 0.03% | −800−0.8% | Reduced |
| Mosaic Family Wealth, LLC | 86,890 | $848.0K | 0.22% | −12,081−12.2% | Reduced |
| Orion Portfolio Solutions, LLC | 84,473 | $824.0K | 0.03% | +955+1.1% | Added |
| Wedbush Securities Inc | 79,281 | $774.0K | 0.03% | +715+0.9% | Added |
| GWM Advisors LLC | 64,425 | $629.0K | 0.01% | +64,425 | New |
| Landscape Capital Management, L.L.C. | 62,505 | $610.0K | 0.09% | +62,505 | New |
| Hennion & Walsh Asset Management, Inc. | 61,246 | $598.0K | 0.03% | +61,246 | New |
| AE Wealth Management LLC | 58,027 | $566.0K | 0.00% | +1,631+2.9% | Added |
| LexAurum Advisors, LLC | 57,040 | $557.0K | 0.18% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 56,333 | $549.0K | 0.00% | +22,023+64.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 53,354 | $521.0K | 0.00% | −1,793−3.3% | Reduced |
| Arcus Capital Partners, LLC | 50,264 | $491.0K | 0.17% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 46,330 | $452.0K | 0.01% | +46,330 | New |
| Raymond James Financial Services Advisors, Inc. | 44,606 | $435.0K | 0.00% | +7,615+20.6% | Added |
| Kovack Advisors, Inc. | 43,626 | $426.0K | 0.04% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 43,496 | $425.0K | 0.13% | 00.0% | Unchanged |
| Spire Wealth Management | 42,901 | $423.0K | 0.01% | −2,004−4.5% | Reduced |
| Live Oak Private Wealth LLC | 43,136 | $421.0K | 0.08% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 41,732 | $407.0K | 0.00% | −167,215−80.0% | Reduced |
| Operose Advisors LLC | 41,304 | $403.0K | 0.33% | +41,304 | New |
| Meridian Investment Counsel Inc. | 39,580 | $386.0K | 0.13% | −2,125−5.1% | Reduced |
| Thrivent Financial for Lutherans | 38,850 | $379.0K | 0.00% | +38,850 | New |
| Investors Asset Management of Georgia Inc | 35,500 | $346.0K | 0.16% | −1,000−2.7% | Reduced |
| Wealthcare Advisory Partners LLC | 32,587 | $318.0K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 30,405 | $297.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 28,802 | $281.0K | 0.01% | +28,802 | New |
| HighTower Advisors, LLC | 28,439 | $278.0K | 0.00% | +1,309+4.8% | Added |
| Millennium Management LLC | 28,452 | $278.0K | 0.00% | +28,452 | New |
| Level Four Advisory Services, LLC | 26,000 | $254.0K | 0.02% | +26,000 | New |
| CoreCap Advisors, LLC | 24,778 | $242.0K | 0.02% | +24,778 | New |
| Ausdal Financial Partners, Inc. | 23,835 | $233.0K | 0.03% | −100−0.4% | Reduced |
| Noesis Capital Mangement Corp | 22,600 | $221.0K | 0.04% | −6,300−21.8% | Reduced |
| Baird Financial Group, Inc. | 22,685 | $221.0K | 0.00% | +500+2.3% | Added |
| Fifth Third Bancorp | 22,115 | $216.0K | 0.00% | +22,115 | New |
| Aj Wealth Strategies, LLC | 21,921 | $214.0K | 0.01% | −5,431−19.9% | Reduced |
| D.A. Davidson & Co. | 21,183 | $206.0K | 0.00% | +191+0.9% | Added |
| Independent Financial Group, LLC | 20,273 | $197.9K | 0.02% | +1,961+10.7% | Added |
| Stonegate Investment Group, LLC | 19,599 | $191.0K | 0.01% | +19,599 | New |
| Avantax Advisory Services, Inc. | 19,120 | $187.0K | 0.00% | +3,251+20.5% | Added |
| Cetera Investment Advisers | 19,068 | $186.0K | 0.00% | −13,677−41.8% | Reduced |
| Harbour Investments, Inc. | 18,420 | $180.0K | 0.01% | +10,840+143.0% | Added |
| Private Wealth Partners, LLC | 18,000 | $176.0K | 0.01% | +7,000+63.6% | Added |
| XML Financial, LLC | 17,797 | $174.0K | 0.02% | 00.0% | Unchanged |
| Autumn Glory Partners, LLC | 17,336 | $170.0K | 0.07% | +17,336 | New |
| Steward Partners Investment Advisory, LLC | 17,285 | $169.0K | 0.00% | +30+0.2% | Added |
| Oxbow Advisors, LLC | 16,650 | $163.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 15,500 | $151.3K | 0.01% | +8,200+112.3% | Added |
| Hollencrest Capital Management | 14,557 | $142.0K | 0.01% | −5,631−27.9% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 14,433 | $141.0K | 0.05% | +120+0.8% | Added |
| Cetera Advisors LLC | 14,350 | $140.0K | 0.00% | +450+3.2% | Added |
| Proequities, Inc. | 14,329 | $140.0K | 0.01% | +2,468+20.8% | Added |
| Comerica Bank | 14,882 | $135.0K | 0.00% | +217+1.5% | Added |
| United Capital Financial Advisers, LLC | 13,541 | $132.0K | 0.00% | −13,919−50.7% | Reduced |
| InterOcean Capital Group, LLC | 13,500 | $132.0K | 0.01% | +13,500 | New |
| Islay Capital Management, LLC | 13,308 | $130.0K | 0.10% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 13,248 | $129.0K | 0.01% | −1,000−7.0% | Reduced |
| Schechter Investment Advisors, LLC | 13,222 | $129.0K | 0.01% | +13,222 | New |
| The PNC Financial Services Group, Inc. | 13,060 | $128.0K | 0.00% | 00.0% | Unchanged |
| Boenning & Scattergood, Inc. | 12,900 | $126.0K | 0.02% | −1,000−7.2% | Reduced |
| Walleye Capital LLC | 12,393 | $121.0K | 0.00% | +12,393 | New |
| National Asset Management, Inc. | 11,776 | $115.0K | 0.00% | −64−0.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 11,159 | $109.0K | 0.02% | 00.0% | Unchanged |