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 $523.1M in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Jun 30, 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
- 141
- +3 vs. Q1 2022
- Shares held
- 19.2M
- −2.28M (−10.6%) vs. Q1 2022
- Total value
- $146.6M
- −$37.4M (−20.3%) vs. Q1 2022
- New holders
- 19
- 41 more added
- Sold out
- 16
- 38 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 | $523.1M |
| Q1 2026 | 326 | $490.7M |
| Q4 2025 | 330 | $529.7M |
| Q3 2025 | 314 | $542.5M |
| Q2 2025 | 289 | $479.7M |
| Q1 2025 | 284 | $489.2M |
| Q4 2024 | 298 | $495.8M |
| Q3 2024 | 289 | $572.3M |
| Q2 2024 | 281 | $664.7M |
| Q1 2024 | 286 | $787.3M |
| Q4 2023 | 298 | $652.6M |
| 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 | $147.4M |
| Q1 2022 | 139 | $196.4M |
| Q4 2021 | 141 | $225.0M |
| Q3 2021 | 127 | $203.1M |
| Q2 2021 | 126 | $207.7M |
| Q1 2021 | 127 | $194.7M |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 2,125,829 | $16.3M | 0.00% | +938,263+79.0% | Added |
| Sit Investment Associates Inc | 1,879,504 | $14.4M | 0.44% | +171,642+10.1% | Added |
| Invesco Ltd. | 1,574,781 | $12.0M | 0.00% | +18,103+1.2% | Added |
| Wells Fargo & Company | 1,188,194 | $9.09M | 0.00% | +432,502+57.2% | Added |
| Cohen & Steers, Inc. | 974,368 | $7.45M | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 899,592 | $6.88M | 0.19% | −14,951−1.6% | Reduced |
| Raymond James & Associates | 790,889 | $6.05M | 0.01% | −9,631−1.2% | Reduced |
| Commonwealth Equity Services, LLC | 478,841 | $3.66M | 0.01% | +285+0.1% | Added |
| Ibex Wealth Advisors | 442,539 | $3.38M | 0.78% | −14,165−3.1% | Reduced |
| Protective Life Corp | 440,000 | $3.37M | 2.56% | 00.0% | Unchanged |
| UBS Group AG | 367,822 | $2.81M | 0.00% | +44,906+13.9% | Added |
| Algebris (UK) Ltd | 357,907 | $2.74M | 0.95% | +357,907 | New |
| First Trust Advisors LP | 309,641 | $2.37M | 0.00% | −818−0.3% | Reduced |
| Brinker Capital Investments, LLC | 297,693 | $2.28M | 0.04% | −38,251−11.4% | Reduced |
| Guggenheim Capital LLC | 295,127 | $2.26M | 0.02% | +36,982+14.3% | Added |
| Bank of America Corp | 291,895 | $2.23M | 0.00% | −10,806−3.6% | Reduced |
| Moors & Cabot, Inc. | 285,417 | $2.18M | 0.16% | +3,308+1.2% | Added |
| Fiera Capital Corp | 266,646 | $2.04M | 0.01% | +51,404+23.9% | Added |
| Ameriprise Financial Inc | 251,611 | $1.93M | 0.00% | −8,965−3.4% | Reduced |
| LPL Financial LLC | 249,165 | $1.91M | 0.00% | −3,270−1.3% | Reduced |
| Janney Montgomery Scott LLC | 247,064 | $1.85M | 0.01% | +90,464+57.8% | Added |
| Claybrook Capital, LLC | 241,450 | $1.85M | 1.09% | +33,120+15.9% | Added |
| Envestnet Asset Management Inc | 217,588 | $1.67M | 0.00% | −16,275−7.0% | Reduced |
| Truist Financial Corp | 211,137 | $1.61M | 0.00% | −8,620−3.9% | Reduced |
| Stratos Wealth Partners, LTD. | 194,586 | $1.49M | 0.04% | +10,625+5.8% | Added |
| Royal Bank of Canada | 190,885 | $1.46M | 0.00% | −3,045−1.6% | Reduced |
| Stifel Financial Corp | 186,248 | $1.43M | 0.00% | +22,092+13.5% | Added |
| AXS Investments LLC | 170,000 | $1.30M | 0.46% | +170,000 | New |
| E&G Advisors, LP | 167,600 | $1.28M | 0.43% | −1,100−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 161,054 | $1.24M | 0.00% | +4,119+2.6% | Added |
| CNH Partners LLC | 158,209 | $1.21M | 0.03% | +94,701+149.1% | Added |
| Rockefeller Capital Management L.P. | 148,186 | $1.13M | 0.01% | +4,344+3.0% | Added |
| Private Advisor Group, LLC | 146,682 | $1.12M | 0.01% | +199+0.1% | Added |
| MSH Capital Advisors LLC | 125,461 | $959.8K | 0.45% | +2,105+1.7% | Added |
| Dixon Hubard Feinour & Brown Inc | 124,850 | $955.0K | 0.11% | −3,000−2.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 115,789 | $885.0K | 0.08% | −85,850−42.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 113,152 | $866.0K | 0.07% | +113,152 | New |
| RMB Capital Management, LLC | 107,892 | $825.0K | 0.03% | −26,695−19.8% | Reduced |
| Capital Investment Advisors, LLC | 102,419 | $784.0K | 0.03% | −605−0.6% | Reduced |
| Thrivent Financial for Lutherans | 86,800 | $664.0K | 0.00% | +15,000+20.9% | Added |
| Rivernorth Capital Management, LLC | 86,026 | $658.0K | 0.03% | −225,595−72.4% | Reduced |
| AE Wealth Management LLC | 80,010 | $612.0K | 0.00% | +11,091+16.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 78,448 | $600.0K | 0.04% | −352−0.4% | Reduced |
| Wedbush Securities Inc | 76,021 | $582.0K | 0.03% | +6,001+8.6% | Added |
| GWM Advisors LLC | 75,252 | $575.0K | 0.01% | +6,639+9.7% | Added |
| Cetera Advisor Networks LLC | 69,570 | $532.0K | 0.01% | +10,400+17.6% | Added |
| Landscape Capital Management, L.L.C. | 67,099 | $513.0K | 0.07% | −66,546−49.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 66,672 | $510.0K | 0.00% | +4,141+6.6% | Added |
| Operose Advisors LLC | 63,465 | $486.0K | 0.34% | 00.0% | Unchanged |
| Orion Portfolio Solutions, LLC | 61,854 | $473.0K | 0.02% | −1,818−2.9% | Reduced |
| TCG Advisory Services, LLC | 57,061 | $437.0K | 0.14% | −59,988−51.3% | Reduced |
| LexAurum Advisors, LLC | 57,040 | $436.0K | 0.16% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 56,017 | $428.0K | 0.00% | −1,029−1.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 55,715 | $426.0K | 0.00% | +2,050+3.8% | Added |
| Carnegie Capital Asset Management, LLC | 53,035 | $406.0K | 0.02% | +1,685+3.3% | Added |
| Level Four Advisory Services, LLC | 44,932 | $344.0K | 0.03% | +17,932+66.4% | Added |
| Harbour Investments, Inc. | 44,360 | $339.0K | 0.02% | +44,360 | New |
| Jackson Hole Capital Partners, LLC | 43,496 | $333.0K | 0.10% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 43,136 | $330.0K | 0.07% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 39,580 | $303.0K | 0.12% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 36,104 | $276.0K | 0.04% | −10,841−23.1% | Reduced |
| Investors Asset Management of Georgia Inc | 35,500 | $272.0K | 0.14% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 32,790 | $251.0K | 0.04% | +3,003+10.1% | Added |
| Wealthcare Advisory Partners LLC | 31,087 | $238.0K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 29,142 | $223.0K | 0.00% | −2,653−8.3% | Reduced |
| HighTower Advisors, LLC | 26,016 | $200.0K | 0.00% | +743+2.9% | Added |
| NFP Retirement, Inc. | 25,124 | $192.2K | 0.05% | +25,124 | New |
| Lifeworks Advisors, LLC | 22,958 | $176.0K | 0.11% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 22,827 | $175.0K | 0.01% | −7,547−24.8% | Reduced |
| Baird Financial Group, Inc. | 22,061 | $169.0K | 0.00% | −1,991−8.3% | Reduced |
| Fifth Third Bancorp | 22,115 | $169.0K | 0.00% | 00.0% | Unchanged |
| DF Dent & Co Inc | 22,098 | $169.0K | 0.00% | +2,375+12.0% | Added |
| Aj Wealth Strategies, LLC | 21,921 | $168.0K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 19,923 | $152.4K | 0.02% | −750−3.6% | Reduced |
| Avantax Advisory Services, Inc. | 19,730 | $151.0K | 0.00% | +678+3.6% | Added |
| Stonegate Investment Group, LLC | 19,599 | $150.0K | 0.01% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 18,900 | $145.0K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 18,830 | $144.0K | 0.00% | +1,528+8.8% | Added |
| CoreCap Advisors, LLC | 18,632 | $143.0K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 17,873 | $136.0K | 0.01% | +1,249+7.5% | Added |
| Shufro Rose & Co LLC | 17,500 | $134.0K | 0.01% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 17,145 | $131.0K | 0.01% | +17,145 | New |
| Oxbow Advisors, LLC | 16,650 | $127.0K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,654 | $127.0K | 0.00% | +2,516+17.8% | Added |
| Private Wealth Partners, LLC | 16,500 | $126.0K | 0.01% | −1,500−8.3% | Reduced |
| American Portfolios Advisors | 15,500 | $118.6K | 0.00% | −174−1.1% | Reduced |
| InterOcean Capital Group, LLC | 15,000 | $115.0K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 14,536 | $113.0K | 0.00% | −535−3.5% | Reduced |
| Cetera Advisors LLC | 14,350 | $110.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 12,800 | $110.0K | 0.03% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 14,160 | $108.0K | 0.05% | −379,346−96.4% | Reduced |
| United Capital Financial Advisers, LLC | 13,541 | $104.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 13,566 | $104.0K | 0.00% | +13,566 | New |
| Islay Capital Management, LLC | 13,308 | $102.0K | 0.11% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 13,248 | $101.0K | 0.01% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 13,222 | $101.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,060 | $99.0K | 0.00% | −532−3.9% | Reduced |
| National Asset Management, Inc. | 11,707 | $90.0K | 0.00% | +9+0.1% | Added |
| StoneX Group Inc. | 11,281 | $86.4K | 0.01% | +11,281 | New |
| XML Financial, LLC | 11,199 | $86.0K | 0.02% | −6,598−37.1% | Reduced |