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 |
|---|---|---|---|---|---|
| National Asset Management, Inc. | 11,698 | $101.0K | 0.00% | −78−0.7% | Reduced |
| Proequities, Inc. | 10,835 | $94.0K | 0.01% | −3,494−24.4% | Reduced |
| Spire Wealth Management | 10,854 | $93.0K | 0.00% | −32,047−74.7% | Reduced |
| 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 |
| Davenport & Co LLC | 10,500 | $90.0K | 0.00% | +10,500 | New |
| SignalPoint Asset Management, LLC | 10,262 | $88.0K | 0.03% | +112+1.1% | Added |
| Centaurus Financial, Inc. | 10,121 | $87.0K | 0.01% | +10,121 | 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 |
| Prospera Financial Services Inc | 9,630 | $83.0K | 0.00% | +9,630 | New |
| Herold Advisors, Inc. | 7,852 | $67.4K | 0.02% | +7,852 | New |
| Patriot Financial Group Insurance Agency, LLC | 7,507 | $64.0K | 0.01% | −3,652−32.7% | Reduced |
| San Luis Wealth Advisors LLC | 6,238 | $61.0K | 0.03% | +6,238 | New |
| James Investment Research Inc | 7,000 | $60.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| IFP Advisors, Inc | 3,700 | $38.0K | 0.00% | +3,700 | New |
| Future Financial Wealth Managment LLC | 4,000 | $34.0K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,900 | $33.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,634 | $31.0K | 0.02% | +3,634 | New |
| Geneos Wealth Management Inc. | 3,549 | $30.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,385 | $29.0K | 0.01% | 00.0% | Unchanged |
| Citigroup Inc | 3,400 | $29.0K | 0.00% | +3,400 | New |
| Accel Wealth Management | 3,050 | $26.0K | 0.01% | +3,050 | New |
| Brown Brothers Harriman & Co | 2,900 | $25.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2,711 | $23.0K | 0.01% | 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 |
| Focused Wealth Management, Inc | 1,580 | $14.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,400 | $12.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 913 | $8.00K | 0.01% | +16+1.8% | Added |
| Koshinski Asset Management, Inc. | 800 | $6.86K | 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 |
| Caldwell Trust Co | 669 | $5.74K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 350 | $3.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 136 | $1.00K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −28,452−100.0% | Sold out |
| Noesis Capital Mangement Corp | 0 | $0 | 0.00% | −22,600−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −21,183−100.0% | Sold out |
| Autumn Glory Partners, LLC | 0 | $0 | 0.00% | −17,336−100.0% | Sold out |
| Boenning & Scattergood, Inc. | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −12,393−100.0% | Sold out |
| Kerntke Otto McGlone Wealth Management Group | 0 | $0 | 0.00% | −10,402−100.0% | Sold out |
| Lloyd Park, LLC | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −3,999−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Mosaic Family Wealth, LLC | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| Reilly Financial Advisors, LLC | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |