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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 136 | $1.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 76 | $1.00K | 0.00% | +76 | New |
| First Command Bank | 67 | $1.00K | 0.00% | +67 | New |
| First Command Financial Services, Inc. | 67 | $1.00K | 0.00% | +67 | New |
| AdvisorNet Financial, Inc | 330 | $3.00K | 0.00% | −330−50.0% | Reduced |
| Wolff Wiese Magana LLC | 350 | $3.00K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 478 | $3.66K | 0.00% | +478 | New |
| Caldwell Trust Co | 669 | $5.12K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 931 | $7.00K | 0.01% | +18+2.0% | Added |
| Prospera Financial Services Inc | 1,500 | $11.0K | 0.00% | −8,130−84.4% | Reduced |
| Ahrens Investment Partners LLC | 1,400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,580 | $12.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,000 | $15.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,170 | $17.0K | 0.00% | +2,170 | New |
| IAG Wealth Partners, LLC | 2,711 | $21.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 3,050 | $24.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,385 | $26.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,549 | $27.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,661 | $28.0K | 0.03% | +27+0.7% | Added |
| Sound Income Strategies, LLC | 3,900 | $30.0K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3,999 | $31.0K | 0.02% | +3,999 | New |
| Private Trust Co NA | 4,233 | $32.0K | 0.00% | +4,233 | New |
| Citigroup Inc | 4,400 | $34.0K | 0.00% | +1,000+29.4% | Added |
| First Horizon Advisors, Inc. | 4,900 | $37.0K | 0.00% | +4,900 | New |
| Oakworth Capital, Inc. | 5,000 | $38.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,700 | $38.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 5,107 | $39.0K | 0.01% | +5,107 | New |
| Spire Wealth Management | 6,862 | $52.0K | 0.00% | −3,992−36.8% | Reduced |
| James Investment Research Inc | 7,000 | $54.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 7,414 | $57.0K | 0.05% | −3,332−31.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 7,507 | $57.0K | 0.01% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 10,123 | $77.0K | 0.01% | +20.0% | Added |
| Covington Capital Management | 10,052 | $77.0K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,112 | $77.0K | 0.01% | +10,112 | New |
| SPC Financial, Inc. | 10,200 | $78.0K | 0.01% | +10,200 | New |
| SignalPoint Asset Management, LLC | 10,389 | $79.0K | 0.03% | +127+1.2% | Added |
| Davenport & Co LLC | 10,500 | $80.0K | 0.00% | 00.0% | Unchanged |
| Private Advisory Group LLC | 10,734 | $82.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 10,841 | $84.0K | 0.01% | +6+0.1% | Added |
| Hollencrest Capital Management | 11,087 | $85.0K | 0.01% | −3,470−23.8% | Reduced |
| XML Financial, LLC | 11,199 | $86.0K | 0.02% | −6,598−37.1% | Reduced |
| StoneX Group Inc. | 11,281 | $86.4K | 0.01% | +11,281 | New |
| National Asset Management, Inc. | 11,707 | $90.0K | 0.00% | +9+0.1% | Added |
| The PNC Financial Services Group, Inc. | 13,060 | $99.0K | 0.00% | −532−3.9% | Reduced |
| 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 |
| Islay Capital Management, LLC | 13,308 | $102.0K | 0.11% | 00.0% | Unchanged |
| 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 |
| Shaker Financial Services, LLC | 14,160 | $108.0K | 0.05% | −379,346−96.4% | 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 |
| Comerica Bank | 14,536 | $113.0K | 0.00% | −535−3.5% | Reduced |
| InterOcean Capital Group, LLC | 15,000 | $115.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 15,500 | $118.6K | 0.00% | −174−1.1% | Reduced |
| Private Wealth Partners, LLC | 16,500 | $126.0K | 0.01% | −1,500−8.3% | Reduced |
| 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 |
| Exencial Wealth Advisors, LLC | 17,145 | $131.0K | 0.01% | +17,145 | New |
| Shufro Rose & Co LLC | 17,500 | $134.0K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 17,873 | $136.0K | 0.01% | +1,249+7.5% | Added |
| CoreCap Advisors, LLC | 18,632 | $143.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 18,830 | $144.0K | 0.00% | +1,528+8.8% | Added |
| Eudaimonia Partners, LLC | 18,900 | $145.0K | 0.03% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 19,599 | $150.0K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 19,730 | $151.0K | 0.00% | +678+3.6% | Added |
| Independent Financial Group, LLC | 19,923 | $152.4K | 0.02% | −750−3.6% | Reduced |
| Aj Wealth Strategies, LLC | 21,921 | $168.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| Ameritas Advisory Services, LLC | 22,827 | $175.0K | 0.01% | −7,547−24.8% | Reduced |
| Lifeworks Advisors, LLC | 22,958 | $176.0K | 0.11% | 00.0% | Unchanged |
| NFP Retirement, Inc. | 25,124 | $192.2K | 0.05% | +25,124 | New |
| HighTower Advisors, LLC | 26,016 | $200.0K | 0.00% | +743+2.9% | Added |
| Creative Planning | 29,142 | $223.0K | 0.00% | −2,653−8.3% | Reduced |
| Wealthcare Advisory Partners LLC | 31,087 | $238.0K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 32,790 | $251.0K | 0.04% | +3,003+10.1% | Added |
| Investors Asset Management of Georgia Inc | 35,500 | $272.0K | 0.14% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 36,104 | $276.0K | 0.04% | −10,841−23.1% | Reduced |
| Meridian Investment Counsel Inc. | 39,580 | $303.0K | 0.12% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 43,136 | $330.0K | 0.07% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 43,496 | $333.0K | 0.10% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 44,360 | $339.0K | 0.02% | +44,360 | New |
| Level Four Advisory Services, LLC | 44,932 | $344.0K | 0.03% | +17,932+66.4% | Added |
| Carnegie Capital Asset Management, LLC | 53,035 | $406.0K | 0.02% | +1,685+3.3% | Added |
| Cambridge Investment Research Advisors, Inc. | 55,715 | $426.0K | 0.00% | +2,050+3.8% | Added |
| Northwestern Mutual Wealth Management Co | 56,017 | $428.0K | 0.00% | −1,029−1.8% | Reduced |
| LexAurum Advisors, LLC | 57,040 | $436.0K | 0.16% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 57,061 | $437.0K | 0.14% | −59,988−51.3% | Reduced |
| Orion Portfolio Solutions, LLC | 61,854 | $473.0K | 0.02% | −1,818−2.9% | Reduced |
| Operose Advisors LLC | 63,465 | $486.0K | 0.34% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 66,672 | $510.0K | 0.00% | +4,141+6.6% | Added |
| Landscape Capital Management, L.L.C. | 67,099 | $513.0K | 0.07% | −66,546−49.8% | Reduced |
| Cetera Advisor Networks LLC | 69,570 | $532.0K | 0.01% | +10,400+17.6% | Added |
| GWM Advisors LLC | 75,252 | $575.0K | 0.01% | +6,639+9.7% | Added |
| Wedbush Securities Inc | 76,021 | $582.0K | 0.03% | +6,001+8.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 78,448 | $600.0K | 0.04% | −352−0.4% | Reduced |
| AE Wealth Management LLC | 80,010 | $612.0K | 0.00% | +11,091+16.1% | Added |