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 |
|---|---|---|---|---|---|
| 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 |
| 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 |
| SignalPoint Asset Management, LLC | 10,150 | $99.0K | 0.03% | +108+1.1% | Added |
| 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 |
| Fortitude Advisory Group L.L.C. | 8,801 | $86.0K | 0.04% | +8,801 | New |
| James Investment Research Inc | 7,000 | $68.0K | 0.01% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 6,800 | $64.0K | 0.00% | +1,800+36.0% | Added |
| Oakworth Capital, Inc. | 6,000 | $59.0K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 5,000 | $49.0K | 0.02% | −10,000−66.7% | Reduced |
| 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 |
| Sound Income Strategies, LLC | 3,900 | $38.0K | 0.00% | 00.0% | Unchanged |
| Segantii Capital Management Ltd | 3,600 | $35.0K | 0.00% | +3,600 | New |
| Geneos Wealth Management Inc. | 3,549 | $34.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,385 | $33.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,900 | $28.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Cambridge Trust Co | 2,000 | $20.0K | 0.00% | +2,000 | New |
| Focused Wealth Management, Inc | 1,580 | $15.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Financial Avengers, Inc. | 897 | $9.00K | 0.01% | +14+1.6% | Added |
| Koshinski Asset Management, Inc. | 800 | $7.81K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 669 | $6.53K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $6.00K | 0.00% | – | – |
| First Financial Corp | 600 | $6.00K | 0.00% | +600 | New |
| NEXT Financial Group, Inc | 500 | $5.00K | 0.00% | 00.0% | Unchanged |
| Outfitter Financial LLC | 500 | $5.00K | 0.00% | +500 | New |
| First Horizon Advisors, Inc. | 400 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 350 | $3.00K | 0.00% | +350 | New |
| Valley National Advisers Inc | 215 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 136 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 140 | $1.00K | 0.00% | +140 | New |
| FMR LLC | 3 | $0 | 0.00% | +3 | New |
| CWM, LLC | 41 | $0 | 0.00% | +41 | New |
| 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 |