Nuveen Preferred & Income Opportunities Fund

JPC

Exchange: NYSE
SEC CIK: 0001216583

SEC filings (opens in a new tab)

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.

Q4 2021 vs. Q3 2021

How the institutions holding Nuveen Preferred & Income Opportunities Fund changed between Q3 2021 and Q4 2021.

All holders in Q4 2021 All holders in Q3 2021

13F holders of JPC: Q3 2021 compared with Q4 2021
Measure	Q3 2021	Of which not filed for Q4 2021	Q4 2021	Change
Holders	127	5	141	+19
Shares	20.5M	140.8K	23.1M	+2.70M (+13.3%)
Value	$202.9M	$1.39M	$225.0M	+$23.5M (+11.6%)

5 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to JPC in Q4 2021
Institution	Shares	Value	% of portfolio
MSH Capital Advisors LLC	105,156	$1.03M	0.46%
GWM Advisors LLC	64,425	$629.0K	0.01%
Landscape Capital Management, L.L.C.	62,505	$610.0K	0.09%
Hennion & Walsh Asset Management, Inc.	61,246	$598.0K	0.03%
Carnegie Capital Asset Management, LLC	46,330	$452.0K	0.01%
Operose Advisors LLC	41,304	$403.0K	0.33%
Thrivent Financial for Lutherans	38,850	$379.0K	0.00%
Ameritas Advisory Services, LLC	28,802	$281.0K	0.01%
Millennium Management LLC	28,452	$278.0K	0.00%
Level Four Advisory Services, LLC	26,000	$254.0K	0.02%
CoreCap Advisors, LLC	24,778	$242.0K	0.02%
Fifth Third Bancorp	22,115	$216.0K	0.00%
Stonegate Investment Group, LLC	19,599	$191.0K	0.01%
Autumn Glory Partners, LLC	17,336	$170.0K	0.07%
InterOcean Capital Group, LLC	13,500	$132.0K	0.01%
Schechter Investment Advisors, LLC	13,222	$129.0K	0.01%
Walleye Capital LLC	12,393	$121.0K	0.00%
Kerntke Otto McGlone Wealth Management Group	10,402	$102.0K	0.12%
Lloyd Park, LLC	10,500	$102.0K	0.08%
Nomura Holdings Inc	10,000	$98.0K	0.00%
Fortitude Advisory Group L.L.C.	8,801	$86.0K	0.04%
Future Financial Wealth Managment LLC	4,000	$39.0K	0.03%
Segantii Capital Management Ltd	3,600	$35.0K	0.00%
IAG Wealth Partners, LLC	2,711	$26.0K	0.01%
Cambridge Trust Co	2,000	$20.0K	0.00%
Ahrens Investment Partners LLC	1,400	$14.0K	0.01%
Citizens National Bank Trust Department	1,400	$14.0K	0.01%
First Financial Corp	600	$6.00K	0.00%
Outfitter Financial LLC	500	$5.00K	0.00%
Wolff Wiese Magana LLC	350	$3.00K	0.00%
Gradient Investments LLC	140	$1.00K	0.00%
FMR LLC	3	$0	0.00%
CWM, LLC	41	$0	0.00%

Sold out (14)

Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of JPC in Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
AXS Investments LLC	50,264	$498.0K
Kestra Advisory Services, LLC	27,977	$277.0K
Busey Wealth Management	22,115	$219.0K
Prospera Financial Services Inc	14,698	$146.0K
Moloney Securities Asset Management, LLC	11,384	$113.0K
Centaurus Financial, Inc.	10,117	$100.0K
Herold Advisors, Inc.	8,452	$83.0K
FNY Investment Advisers, LLC	8,000	$79.0K
Atlas Private Wealth Advisors	7,000	$69.0K
Citigroup Inc	5,622	$56.0K
Albion Financial Group	5,000	$50.0K
Thomas J. Herzfeld Advisors, Inc.	2,790	$28.0K
Parkside Financial Bank & Trust	998	$10.0K
Arkadios Wealth Advisors	577	$5.00K

Not filed for Q4 2021 yet (5)

Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPC in Q3 2021 that haven't filed for Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Mid Atlantic Financial Management Inc	59,626	$590.0K
Ameritas Investment Company, LLC	26,794	$265.0K
Harbor Financial Services, LLC	25,000	$248.0K
Eudaimonia Partners, LLC	18,900	$187.0K
Homrich & Berg	10,500	$104.0K