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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 136 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 350 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 669 | $5.74K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 648 | $6.00K | 0.00% | −2,042−75.9% | Reduced |
| AdvisorNet Financial, Inc | 660 | $6.00K | 0.00% | +660 | New |
| Koshinski Asset Management, Inc. | 800 | $6.86K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 913 | $8.00K | 0.01% | +16+1.8% | Added |
| Citizens National Bank Trust Department | 1,400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,400 | $12.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,580 | $14.0K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2,000 | $17.0K | 0.00% | +1,785+830.2% | Added |
| FNY Investment Advisers, LLC | 2,000 | $17.0K | 0.02% | +2,000 | New |
| IAG Wealth Partners, LLC | 2,711 | $23.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 2,900 | $25.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 3,050 | $26.0K | 0.01% | +3,050 | New |
| Hexagon Capital Partners LLC | 3,385 | $29.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 3,400 | $29.0K | 0.00% | +3,400 | New |
| Geneos Wealth Management Inc. | 3,549 | $30.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,634 | $31.0K | 0.02% | +3,634 | New |
| Sound Income Strategies, LLC | 3,900 | $33.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 4,000 | $34.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,700 | $38.0K | 0.00% | +3,700 | New |
| Oakworth Capital, Inc. | 5,000 | $43.0K | 0.00% | −1,000−16.7% | Reduced |
| Clean Yield Group | 5,000 | $43.0K | 0.02% | 00.0% | Unchanged |
| James Investment Research Inc | 7,000 | $60.0K | 0.01% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 6,238 | $61.0K | 0.03% | +6,238 | New |
| Patriot Financial Group Insurance Agency, LLC | 7,507 | $64.0K | 0.01% | −3,652−32.7% | Reduced |
| Herold Advisors, Inc. | 7,852 | $67.4K | 0.02% | +7,852 | New |
| Prospera Financial Services Inc | 9,630 | $83.0K | 0.00% | +9,630 | New |
| Covington Capital Management | 10,052 | $86.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 9,971 | $86.0K | 0.05% | +1,170+13.3% | Added |
| Centaurus Financial, Inc. | 10,121 | $87.0K | 0.01% | +10,121 | New |
| SignalPoint Asset Management, LLC | 10,262 | $88.0K | 0.03% | +112+1.1% | Added |
| Davenport & Co LLC | 10,500 | $90.0K | 0.00% | +10,500 | New |
| Private Advisory Group LLC | 10,734 | $92.0K | 0.02% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 10,746 | $92.0K | 0.06% | 00.0% | Unchanged |
| Spire Wealth Management | 10,854 | $93.0K | 0.00% | −32,047−74.7% | Reduced |
| Proequities, Inc. | 10,835 | $94.0K | 0.01% | −3,494−24.4% | Reduced |
| National Asset Management, Inc. | 11,698 | $101.0K | 0.00% | −78−0.7% | Reduced |
| Beacon Capital Management, LLC | 12,800 | $110.0K | 0.03% | +12,800 | New |
| Schechter Investment Advisors, LLC | 13,222 | $113.0K | 0.01% | 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 |
| United Capital Financial Advisers, LLC | 13,541 | $116.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,592 | $117.0K | 0.00% | +532+4.1% | Added |
| Cetera Investment Advisers | 14,138 | $121.0K | 0.00% | −4,930−25.9% | Reduced |
| Cetera Advisors LLC | 14,350 | $123.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 15,071 | $124.0K | 0.00% | +189+1.3% | 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 |
| InterOcean Capital Group, LLC | 15,000 | $129.0K | 0.01% | +1,500+11.1% | Added |
| American Portfolios Advisors | 15,674 | $134.5K | 0.00% | +174+1.1% | Added |
| Western Wealth Management, LLC | 16,624 | $142.0K | 0.01% | +16,624 | New |
| Oxbow Advisors, LLC | 16,650 | $143.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 17,302 | $148.0K | 0.00% | +17+0.1% | Added |
| Shufro Rose & Co LLC | 17,500 | $150.0K | 0.01% | +7,500+75.0% | Added |
| XML Financial, LLC | 17,797 | $153.0K | 0.02% | 00.0% | Unchanged |
| Private Wealth Partners, LLC | 18,000 | $154.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 18,632 | $160.0K | 0.01% | −6,146−24.8% | Reduced |
| Eudaimonia Partners, LLC | 18,900 | $162.0K | 0.03% | +18,900 | New |
| 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 |
| Stonegate Investment Group, LLC | 19,599 | $168.0K | 0.01% | 00.0% | Unchanged |
| DF Dent & Co Inc | 19,723 | $169.0K | 0.00% | +19,723 | New |
| Independent Financial Group, LLC | 20,673 | $177.4K | 0.01% | +400+2.0% | Added |
| Aj Wealth Strategies, LLC | 21,921 | $188.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 22,115 | $190.0K | 0.00% | 00.0% | Unchanged |
| Lifeworks Advisors, LLC | 22,958 | $197.0K | 0.13% | +22,958 | New |
| Baird Financial Group, Inc. | 24,052 | $206.0K | 0.00% | +1,367+6.0% | Added |
| Money Concepts Capital Corp | 24,400 | $209.0K | 0.01% | +24,400 | New |
| HighTower Advisors, LLC | 25,273 | $217.0K | 0.00% | −3,166−11.1% | Reduced |
| Level Four Advisory Services, LLC | 27,000 | $232.0K | 0.02% | +1,000+3.8% | Added |
| Ausdal Financial Partners, Inc. | 29,787 | $256.0K | 0.03% | +5,952+25.0% | Added |
| Ameritas Advisory Services, LLC | 30,374 | $261.0K | 0.01% | +1,572+5.5% | Added |
| Wealthcare Advisory Partners LLC | 31,087 | $267.0K | 0.02% | −1,500−4.6% | Reduced |
| Creative Planning | 31,795 | $273.0K | 0.00% | +1,390+4.6% | Added |
| Investors Asset Management of Georgia Inc | 35,500 | $305.0K | 0.15% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 39,580 | $340.0K | 0.12% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 43,136 | $370.0K | 0.07% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 43,496 | $373.0K | 0.11% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 46,945 | $402.0K | 0.04% | +3,319+7.6% | Added |
| Arcus Capital Partners, LLC | 50,264 | $431.0K | 0.15% | 00.0% | Unchanged |
| Carnegie Capital Asset Management, LLC | 51,350 | $441.0K | 0.02% | +5,020+10.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 53,665 | $460.0K | 0.00% | +311+0.6% | 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 |
| Cetera Advisor Networks LLC | 59,170 | $508.0K | 0.01% | +17,438+41.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 62,531 | $537.0K | 0.00% | +17,925+40.2% | Added |
| 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 |
| Orion Portfolio Solutions, LLC | 63,672 | $546.0K | 0.02% | −20,801−24.6% | Reduced |
| GWM Advisors LLC | 68,613 | $589.0K | 0.01% | +4,188+6.5% | Added |
| AE Wealth Management LLC | 68,919 | $591.0K | 0.00% | +10,892+18.8% | Added |
| Wedbush Securities Inc | 70,020 | $601.0K | 0.03% | −9,261−11.7% | Reduced |
| Thrivent Financial for Lutherans | 71,800 | $616.0K | 0.00% | +32,950+84.8% | Added |
| 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 |
| Capital Investment Advisors, LLC | 103,024 | $884.0K | 0.03% | −2,000−1.9% | Reduced |
| TCG Advisory Services, LLC | 117,049 | $1.00M | 0.27% | −287,050−71.0% | Reduced |
| MSH Capital Advisors LLC | 123,356 | $1.06M | 0.44% | +18,200+17.3% | Added |