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 |
|---|---|---|---|---|---|
| Orion Portfolio Solutions, LLC | 84,473 | $824.0K | 0.03% | +955+1.1% | Added |
| Mosaic Family Wealth, LLC | 86,890 | $848.0K | 0.22% | −12,081−12.2% | Reduced |
| Capital Investment Advisors, LLC | 105,024 | $1.02M | 0.03% | −800−0.8% | Reduced |
| MSH Capital Advisors LLC | 105,156 | $1.03M | 0.46% | +105,156 | New |
| Dixon Hubard Feinour & Brown Inc | 127,850 | $1.25M | 0.12% | −14,450−10.2% | Reduced |
| Stratos Wealth Partners, LTD. | 134,182 | $1.31M | 0.03% | +84,451+169.8% | Added |
| RMB Capital Management, LLC | 134,587 | $1.31M | 0.04% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 145,921 | $1.42M | 0.01% | −12,850−8.1% | Reduced |
| Private Advisor Group, LLC | 146,484 | $1.43M | 0.01% | −14,401−9.0% | Reduced |
| Stifel Financial Corp | 151,274 | $1.48M | 0.00% | −2,078−1.4% | Reduced |
| Rockefeller Capital Management L.P. | 156,355 | $1.53M | 0.01% | −6,045−3.7% | Reduced |
| Guggenheim Capital LLC | 158,384 | $1.55M | 0.01% | +58,045+57.8% | Added |
| Advisor Group Holdings, Inc. | 160,809 | $1.57M | 0.00% | −34,311−17.6% | Reduced |
| Fiera Capital Corp | 171,080 | $1.67M | 0.00% | +4,636+2.8% | Added |
| E&G Advisors, LP | 173,300 | $1.69M | 0.42% | 00.0% | Unchanged |
| Royal Bank of Canada | 197,448 | $1.93M | 0.00% | −103,433−34.4% | Reduced |
| Claybrook Capital, LLC | 208,330 | $2.03M | 0.95% | +18,585+9.8% | Added |
| Envestnet Asset Management Inc | 221,551 | $2.16M | 0.00% | +108,553+96.1% | Added |
| Truist Financial Corp | 221,760 | $2.17M | 0.00% | +111,896+101.8% | Added |
| Ameriprise Financial Inc | 224,605 | $2.19M | 0.00% | +17,665+8.5% | Added |
| LPL Financial LLC | 253,408 | $2.47M | 0.00% | −4,922−1.9% | Reduced |
| Moors & Cabot, Inc. | 263,851 | $2.58M | 0.16% | −275,783−51.1% | Reduced |
| First Trust Advisors LP | 310,785 | $3.03M | 0.00% | +4,355+1.4% | Added |
| UBS Group AG | 319,142 | $3.12M | 0.00% | +4,515+1.4% | Added |
| Brinker Capital Investments, LLC | 340,798 | $3.33M | 0.05% | −2,441−0.7% | Reduced |
| Shaker Financial Services, LLC | 369,687 | $3.61M | 1.27% | +225,845+157.0% | Added |
| Bank of America Corp | 378,038 | $3.69M | 0.00% | −3,262−0.9% | Reduced |
| TCG Advisory Services, LLC | 404,099 | $3.94M | 0.93% | −31,101−7.1% | Reduced |
| Protective Life Corp | 440,000 | $4.29M | 3.77% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 457,728 | $4.47M | 0.01% | +13,178+3.0% | Added |
| Ibex Wealth Advisors | 483,243 | $4.72M | 0.83% | −115,202−19.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 489,926 | $4.78M | 0.38% | +489,768+309,979.7% | Added |
| Penserra Capital Management LLC | 505,057 | $4.93M | 0.11% | +7,008+1.4% | Added |
| Raymond James & Associates | 633,721 | $6.18M | 0.00% | −24,927−3.8% | Reduced |
| Wells Fargo & Company | 725,242 | $7.08M | 0.00% | −42,768−5.6% | Reduced |
| Cohen & Steers, Inc. | 1,038,656 | $10.1M | 0.02% | −63,256−5.7% | Reduced |
| Parametric Portfolio Associates LLC | 1,272,750 | $12.4M | 0.01% | +174,165+15.9% | Added |
| Invesco Ltd. | 1,547,649 | $15.1M | 0.00% | +431,270+38.6% | Added |
| Morgan Stanley | 1,604,570 | $15.7M | 0.00% | +5,781+0.4% | Added |
| Sit Investment Associates Inc | 2,358,354 | $23.0M | 0.54% | +513,936+27.9% | Added |
| Bramshill Investments, LLC | 3,841,800 | $37.5M | 3.67% | +842,492+28.1% | Added |
| AXS Investments LLC | 0 | $0 | 0.00% | −50,264−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −27,977−100.0% | Sold out |
| Busey Wealth Management | 0 | $0 | 0.00% | −22,115−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −14,698−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −11,384−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −10,117−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −8,452−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −5,622−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −2,790−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −998−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −577−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Ameritas Investment Company, LLC | – | – | – | – | Not filed |
| Harbor Financial Services, LLC | – | – | – | – | Not filed |
| Eudaimonia Partners, LLC | – | – | – | – | Not filed |
| Homrich & Berg | – | – | – | – | Not filed |