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 |
|---|---|---|---|---|---|
| FMR LLC | 3 | $0 | 0.00% | +3 | New |
| CWM, LLC | 41 | $0 | 0.00% | +41 | New |
| Parallel Advisors, LLC | 136 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 140 | $1.00K | 0.00% | +140 | New |
| Valley National Advisers Inc | 215 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 350 | $3.00K | 0.00% | +350 | New |
| First Horizon Advisors, Inc. | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Outfitter Financial LLC | 500 | $5.00K | 0.00% | +500 | New |
| Huntington National Bank | – | $6.00K | 0.00% | – | – |
| First Financial Corp | 600 | $6.00K | 0.00% | +600 | New |
| Caldwell Trust Co | 669 | $6.53K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 800 | $7.81K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 897 | $9.00K | 0.01% | +14+1.6% | Added |
| Reilly Financial Advisors, LLC | 1,390 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,400 | $14.0K | 0.01% | +1,400 | New |
| Citizens National Bank Trust Department | 1,400 | $14.0K | 0.01% | +1,400 | New |
| Focused Wealth Management, Inc | 1,580 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 2,000 | $20.0K | 0.00% | +2,000 | New |
| Benjamin F. Edwards & Company, Inc. | 2,690 | $26.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2,711 | $26.0K | 0.01% | +2,711 | New |
| Brown Brothers Harriman & Co | 2,900 | $28.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,385 | $33.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,549 | $34.0K | 0.00% | 00.0% | Unchanged |
| Segantii Capital Management Ltd | 3,600 | $35.0K | 0.00% | +3,600 | New |
| Sound Income Strategies, LLC | 3,900 | $38.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3,999 | $39.0K | 0.02% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 4,000 | $39.0K | 0.03% | +4,000 | New |
| Clean Yield Group | 5,000 | $49.0K | 0.02% | −10,000−66.7% | Reduced |
| Oakworth Capital, Inc. | 6,000 | $59.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 6,800 | $64.0K | 0.00% | +1,800+36.0% | Added |
| James Investment Research Inc | 7,000 | $68.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 8,801 | $86.0K | 0.04% | +8,801 | New |
| Covington Capital Management | 10,052 | $98.0K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 10,000 | $98.0K | 0.01% | 00.0% | Unchanged |
| Nomura Holdings Inc | 10,000 | $98.0K | 0.00% | +10,000 | New |
| SignalPoint Asset Management, LLC | 10,150 | $99.0K | 0.03% | +108+1.1% | Added |
| Kerntke Otto McGlone Wealth Management Group | 10,402 | $102.0K | 0.12% | +10,402 | New |
| Lloyd Park, LLC | 10,500 | $102.0K | 0.08% | +10,500 | New |
| Private Advisory Group LLC | 10,734 | $105.0K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 10,746 | $105.0K | 0.07% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 11,159 | $109.0K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 11,776 | $115.0K | 0.00% | −64−0.5% | Reduced |
| Walleye Capital LLC | 12,393 | $121.0K | 0.00% | +12,393 | New |
| Boenning & Scattergood, Inc. | 12,900 | $126.0K | 0.02% | −1,000−7.2% | Reduced |
| The PNC Financial Services Group, Inc. | 13,060 | $128.0K | 0.00% | 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 |
| Islay Capital Management, LLC | 13,308 | $130.0K | 0.10% | 00.0% | Unchanged |
| 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 |
| Comerica Bank | 14,882 | $135.0K | 0.00% | +217+1.5% | 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 |
| Pacific Wealth Strategies Group, Inc. | 14,433 | $141.0K | 0.05% | +120+0.8% | Added |
| Hollencrest Capital Management | 14,557 | $142.0K | 0.01% | −5,631−27.9% | Reduced |
| American Portfolios Advisors | 15,500 | $151.3K | 0.01% | +8,200+112.3% | Added |
| Oxbow Advisors, LLC | 16,650 | $163.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 17,285 | $169.0K | 0.00% | +30+0.2% | Added |
| Autumn Glory Partners, LLC | 17,336 | $170.0K | 0.07% | +17,336 | New |
| XML Financial, LLC | 17,797 | $174.0K | 0.02% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 18,000 | $176.0K | 0.01% | +7,000+63.6% | Added |
| Harbour Investments, Inc. | 18,420 | $180.0K | 0.01% | +10,840+143.0% | Added |
| Cetera Investment Advisers | 19,068 | $186.0K | 0.00% | −13,677−41.8% | Reduced |
| Avantax Advisory Services, Inc. | 19,120 | $187.0K | 0.00% | +3,251+20.5% | Added |
| Stonegate Investment Group, LLC | 19,599 | $191.0K | 0.01% | +19,599 | New |
| Independent Financial Group, LLC | 20,273 | $197.9K | 0.02% | +1,961+10.7% | Added |
| D.A. Davidson & Co. | 21,183 | $206.0K | 0.00% | +191+0.9% | Added |
| Aj Wealth Strategies, LLC | 21,921 | $214.0K | 0.01% | −5,431−19.9% | Reduced |
| Fifth Third Bancorp | 22,115 | $216.0K | 0.00% | +22,115 | New |
| 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 |
| Ausdal Financial Partners, Inc. | 23,835 | $233.0K | 0.03% | −100−0.4% | Reduced |
| CoreCap Advisors, LLC | 24,778 | $242.0K | 0.02% | +24,778 | New |
| Level Four Advisory Services, LLC | 26,000 | $254.0K | 0.02% | +26,000 | 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 |
| Ameritas Advisory Services, LLC | 28,802 | $281.0K | 0.01% | +28,802 | New |
| Creative Planning | 30,405 | $297.0K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 32,587 | $318.0K | 0.02% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 35,500 | $346.0K | 0.16% | −1,000−2.7% | Reduced |
| Thrivent Financial for Lutherans | 38,850 | $379.0K | 0.00% | +38,850 | New |
| Meridian Investment Counsel Inc. | 39,580 | $386.0K | 0.13% | −2,125−5.1% | Reduced |
| Operose Advisors LLC | 41,304 | $403.0K | 0.33% | +41,304 | New |
| Cetera Advisor Networks LLC | 41,732 | $407.0K | 0.00% | −167,215−80.0% | Reduced |
| Live Oak Private Wealth LLC | 43,136 | $421.0K | 0.08% | 00.0% | Unchanged |
| Spire Wealth Management | 42,901 | $423.0K | 0.01% | −2,004−4.5% | Reduced |
| Jackson Hole Capital Partners, LLC | 43,496 | $425.0K | 0.13% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 43,626 | $426.0K | 0.04% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 44,606 | $435.0K | 0.00% | +7,615+20.6% | Added |
| Carnegie Capital Asset Management, LLC | 46,330 | $452.0K | 0.01% | +46,330 | New |
| Arcus Capital Partners, LLC | 50,264 | $491.0K | 0.17% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 53,354 | $521.0K | 0.00% | −1,793−3.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 56,333 | $549.0K | 0.00% | +22,023+64.2% | Added |
| LexAurum Advisors, LLC | 57,040 | $557.0K | 0.18% | 00.0% | Unchanged |
| AE Wealth Management LLC | 58,027 | $566.0K | 0.00% | +1,631+2.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 61,246 | $598.0K | 0.03% | +61,246 | New |
| Landscape Capital Management, L.L.C. | 62,505 | $610.0K | 0.09% | +62,505 | New |
| GWM Advisors LLC | 64,425 | $629.0K | 0.01% | +64,425 | New |
| Wedbush Securities Inc | 79,281 | $774.0K | 0.03% | +715+0.9% | Added |