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, Q1 2022
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Mar 31, 2022. 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
- 139
- +3 vs. Q4 2021
- Shares held
- 22.9M
- −52.6K (−0.2%) vs. Q4 2021
- Total value
- $196.4M
- −$27.5M (−12.3%) vs. Q4 2021
- New holders
- 22
- 46 more added
- Sold out
- 19
- 31 more reduced
5 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 3,738,744 | $32.1M | 4.44% | −103,056−2.7% | Reduced |
| Sit Investment Associates Inc | 1,707,862 | $14.7M | 0.39% | −650,492−27.6% | Reduced |
| Invesco Ltd. | 1,556,678 | $13.4M | 0.00% | +9,029+0.6% | Added |
| Parametric Portfolio Associates LLC | 1,444,327 | $12.4M | 0.01% | +171,577+13.5% | Added |
| Morgan Stanley | 1,187,566 | $10.2M | 0.00% | −417,004−26.0% | Reduced |
| Cohen & Steers, Inc. | 974,368 | $8.36M | 0.01% | −64,288−6.2% | Reduced |
| Penserra Capital Management LLC | 914,543 | $7.85M | 0.19% | +409,486+81.1% | Added |
| Raymond James & Associates | 800,520 | $6.87M | 0.01% | +166,799+26.3% | Added |
| Wells Fargo & Company | 755,692 | $6.48M | 0.00% | +30,450+4.2% | Added |
| Commonwealth Equity Services, LLC | 478,556 | $4.11M | 0.01% | +20,828+4.6% | Added |
| Ibex Wealth Advisors | 456,704 | $3.92M | 0.75% | −26,539−5.5% | Reduced |
| Protective Life Corp | 440,000 | $3.77M | 3.40% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 393,506 | $3.38M | 1.27% | +23,819+6.4% | Added |
| Brinker Capital Investments, LLC | 335,944 | $2.88M | 0.04% | −4,854−1.4% | Reduced |
| UBS Group AG | 322,916 | $2.77M | 0.00% | +3,774+1.2% | Added |
| Rivernorth Capital Management, LLC | 311,621 | $2.67M | 0.10% | +311,621 | New |
| First Trust Advisors LP | 310,459 | $2.66M | 0.00% | −326−0.1% | Reduced |
| Bank of America Corp | 302,701 | $2.60M | 0.00% | −75,337−19.9% | Reduced |
| Moors & Cabot, Inc. | 282,109 | $2.42M | 0.15% | +18,258+6.9% | Added |
| Ameriprise Financial Inc | 260,576 | $2.24M | 0.00% | +35,971+16.0% | Added |
| Guggenheim Capital LLC | 258,145 | $2.21M | 0.01% | +99,761+63.0% | Added |
| LPL Financial LLC | 252,435 | $2.17M | 0.00% | −973−0.4% | Reduced |
| Envestnet Asset Management Inc | 233,863 | $2.01M | 0.00% | +12,312+5.6% | Added |
| Truist Financial Corp | 219,757 | $1.89M | 0.00% | −2,003−0.9% | Reduced |
| Fiera Capital Corp | 215,242 | $1.85M | 0.00% | +44,162+25.8% | Added |
| Claybrook Capital, LLC | 208,330 | $1.79M | 0.89% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 201,639 | $1.73M | 0.14% | −288,287−58.8% | Reduced |
| Royal Bank of Canada | 193,930 | $1.66M | 0.00% | −3,518−1.8% | Reduced |
| Stratos Wealth Partners, LTD. | 183,961 | $1.58M | 0.04% | +49,779+37.1% | Added |
| E&G Advisors, LP | 168,700 | $1.45M | 0.40% | −4,600−2.7% | Reduced |
| Stifel Financial Corp | 164,156 | $1.41M | 0.00% | +12,882+8.5% | Added |
| Advisor Group Holdings, Inc. | 156,935 | $1.35M | 0.00% | −3,874−2.4% | Reduced |
| Janney Montgomery Scott LLC | 156,600 | $1.34M | 0.01% | +10,679+7.3% | Added |
| Private Advisor Group, LLC | 146,483 | $1.26M | 0.01% | −10.0% | Reduced |
| Rockefeller Capital Management L.P. | 143,842 | $1.23M | 0.01% | −12,513−8.0% | Reduced |
| RMB Capital Management, LLC | 134,587 | $1.16M | 0.04% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 133,645 | $1.15M | 0.15% | +71,140+113.8% | Added |
| Dixon Hubard Feinour & Brown Inc | 127,850 | $1.10M | 0.11% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 123,920 | $1.06M | 0.01% | +123,920 | New |
| MSH Capital Advisors LLC | 123,356 | $1.06M | 0.44% | +18,200+17.3% | Added |
| TCG Advisory Services, LLC | 117,049 | $1.00M | 0.27% | −287,050−71.0% | Reduced |
| Capital Investment Advisors, LLC | 103,024 | $884.0K | 0.03% | −2,000−1.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 78,800 | $676.0K | 0.04% | +17,554+28.7% | Added |
| Logan Stone Capital, LLC | 78,787 | $676.0K | 0.49% | +78,787 | New |
| Thrivent Financial for Lutherans | 71,800 | $616.0K | 0.00% | +32,950+84.8% | Added |
| Wedbush Securities Inc | 70,020 | $601.0K | 0.03% | −9,261−11.7% | Reduced |
| AE Wealth Management LLC | 68,919 | $591.0K | 0.00% | +10,892+18.8% | Added |
| GWM Advisors LLC | 68,613 | $589.0K | 0.01% | +4,188+6.5% | Added |
| Orion Portfolio Solutions, LLC | 63,672 | $546.0K | 0.02% | −20,801−24.6% | Reduced |
| Operose Advisors LLC | 63,465 | $545.0K | 0.38% | +22,161+53.7% | Added |
| CNH Partners LLC | 63,508 | $545.0K | 0.01% | +63,508 | New |
| Raymond James Financial Services Advisors, Inc. | 62,531 | $537.0K | 0.00% | +17,925+40.2% | Added |
| Cetera Advisor Networks LLC | 59,170 | $508.0K | 0.01% | +17,438+41.8% | Added |
| LexAurum Advisors, LLC | 57,040 | $489.0K | 0.16% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 57,046 | $489.0K | 0.00% | +713+1.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 53,665 | $460.0K | 0.00% | +311+0.6% | Added |
| Carnegie Capital Asset Management, LLC | 51,350 | $441.0K | 0.02% | +5,020+10.8% | Added |
| Arcus Capital Partners, LLC | 50,264 | $431.0K | 0.15% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 46,945 | $402.0K | 0.04% | +3,319+7.6% | Added |
| Jackson Hole Capital Partners, LLC | 43,496 | $373.0K | 0.11% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 43,136 | $370.0K | 0.07% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 39,580 | $340.0K | 0.12% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 35,500 | $305.0K | 0.15% | 00.0% | Unchanged |
| Creative Planning | 31,795 | $273.0K | 0.00% | +1,390+4.6% | Added |
| Wealthcare Advisory Partners LLC | 31,087 | $267.0K | 0.02% | −1,500−4.6% | Reduced |
| Ameritas Advisory Services, LLC | 30,374 | $261.0K | 0.01% | +1,572+5.5% | Added |
| Ausdal Financial Partners, Inc. | 29,787 | $256.0K | 0.03% | +5,952+25.0% | Added |
| Level Four Advisory Services, LLC | 27,000 | $232.0K | 0.02% | +1,000+3.8% | Added |
| HighTower Advisors, LLC | 25,273 | $217.0K | 0.00% | −3,166−11.1% | Reduced |
| Money Concepts Capital Corp | 24,400 | $209.0K | 0.01% | +24,400 | New |
| Baird Financial Group, Inc. | 24,052 | $206.0K | 0.00% | +1,367+6.0% | Added |
| Lifeworks Advisors, LLC | 22,958 | $197.0K | 0.13% | +22,958 | New |
| Fifth Third Bancorp | 22,115 | $190.0K | 0.00% | 00.0% | Unchanged |
| Aj Wealth Strategies, LLC | 21,921 | $188.0K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 20,673 | $177.4K | 0.01% | +400+2.0% | Added |
| DF Dent & Co Inc | 19,723 | $169.0K | 0.00% | +19,723 | New |
| Stonegate Investment Group, LLC | 19,599 | $168.0K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 19,052 | $165.0K | 0.00% | −68−0.4% | Reduced |
| Atria Wealth Solutions, Inc. | 19,125 | $165.0K | 0.00% | +19,125 | New |
| Eudaimonia Partners, LLC | 18,900 | $162.0K | 0.03% | +18,900 | New |
| CoreCap Advisors, LLC | 18,632 | $160.0K | 0.01% | −6,146−24.8% | Reduced |
| Private Wealth Partners, LLC | 18,000 | $154.0K | 0.01% | 00.0% | Unchanged |
| XML Financial, LLC | 17,797 | $153.0K | 0.02% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 17,500 | $150.0K | 0.01% | +7,500+75.0% | Added |
| Steward Partners Investment Advisory, LLC | 17,302 | $148.0K | 0.00% | +17+0.1% | Added |
| Oxbow Advisors, LLC | 16,650 | $143.0K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 16,624 | $142.0K | 0.01% | +16,624 | New |
| American Portfolios Advisors | 15,674 | $134.5K | 0.00% | +174+1.1% | Added |
| InterOcean Capital Group, LLC | 15,000 | $129.0K | 0.01% | +1,500+11.1% | Added |
| Hollencrest Capital Management | 14,557 | $125.0K | 0.01% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 14,562 | $125.0K | 0.05% | +129+0.9% | Added |
| Comerica Bank | 15,071 | $124.0K | 0.00% | +189+1.3% | Added |
| Cetera Advisors LLC | 14,350 | $123.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 14,138 | $121.0K | 0.00% | −4,930−25.9% | Reduced |
| The PNC Financial Services Group, Inc. | 13,592 | $117.0K | 0.00% | +532+4.1% | Added |
| United Capital Financial Advisers, LLC | 13,541 | $116.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 13,308 | $114.0K | 0.09% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 13,248 | $114.0K | 0.01% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 13,222 | $113.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 12,800 | $110.0K | 0.03% | +12,800 | New |