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 |
|---|---|---|---|---|---|
| Rivernorth Capital Management, LLC | 86,026 | $658.0K | 0.03% | −225,595−72.4% | Reduced |
| Thrivent Financial for Lutherans | 86,800 | $664.0K | 0.00% | +15,000+20.9% | Added |
| Capital Investment Advisors, LLC | 102,419 | $784.0K | 0.03% | −605−0.6% | Reduced |
| RMB Capital Management, LLC | 107,892 | $825.0K | 0.03% | −26,695−19.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 113,152 | $866.0K | 0.07% | +113,152 | New |
| Gerber Kawasaki Wealth & Investment Management | 115,789 | $885.0K | 0.08% | −85,850−42.6% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 124,850 | $955.0K | 0.11% | −3,000−2.3% | Reduced |
| MSH Capital Advisors LLC | 125,461 | $959.8K | 0.45% | +2,105+1.7% | Added |
| Private Advisor Group, LLC | 146,682 | $1.12M | 0.01% | +199+0.1% | Added |
| Rockefeller Capital Management L.P. | 148,186 | $1.13M | 0.01% | +4,344+3.0% | Added |
| CNH Partners LLC | 158,209 | $1.21M | 0.03% | +94,701+149.1% | Added |
| Advisor Group Holdings, Inc. | 161,054 | $1.24M | 0.00% | +4,119+2.6% | Added |
| E&G Advisors, LP | 167,600 | $1.28M | 0.43% | −1,100−0.7% | Reduced |
| AXS Investments LLC | 170,000 | $1.30M | 0.46% | +170,000 | New |
| Stifel Financial Corp | 186,248 | $1.43M | 0.00% | +22,092+13.5% | Added |
| Royal Bank of Canada | 190,885 | $1.46M | 0.00% | −3,045−1.6% | Reduced |
| Stratos Wealth Partners, LTD. | 194,586 | $1.49M | 0.04% | +10,625+5.8% | Added |
| Truist Financial Corp | 211,137 | $1.61M | 0.00% | −8,620−3.9% | Reduced |
| Envestnet Asset Management Inc | 217,588 | $1.67M | 0.00% | −16,275−7.0% | Reduced |
| Claybrook Capital, LLC | 241,450 | $1.85M | 1.09% | +33,120+15.9% | Added |
| Janney Montgomery Scott LLC | 247,064 | $1.85M | 0.01% | +90,464+57.8% | Added |
| LPL Financial LLC | 249,165 | $1.91M | 0.00% | −3,270−1.3% | Reduced |
| Ameriprise Financial Inc | 251,611 | $1.93M | 0.00% | −8,965−3.4% | Reduced |
| Fiera Capital Corp | 266,646 | $2.04M | 0.01% | +51,404+23.9% | Added |
| Moors & Cabot, Inc. | 285,417 | $2.18M | 0.16% | +3,308+1.2% | Added |
| Bank of America Corp | 291,895 | $2.23M | 0.00% | −10,806−3.6% | Reduced |
| Guggenheim Capital LLC | 295,127 | $2.26M | 0.02% | +36,982+14.3% | Added |
| Brinker Capital Investments, LLC | 297,693 | $2.28M | 0.04% | −38,251−11.4% | Reduced |
| First Trust Advisors LP | 309,641 | $2.37M | 0.00% | −818−0.3% | Reduced |
| Algebris (UK) Ltd | 357,907 | $2.74M | 1.10% | +357,907 | New |
| UBS Group AG | 367,822 | $2.81M | 0.00% | +44,906+13.9% | Added |
| Protective Life Corp | 440,000 | $3.37M | 2.56% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 442,539 | $3.38M | 0.78% | −14,165−3.1% | Reduced |
| Commonwealth Equity Services, LLC | 478,841 | $3.66M | 0.01% | +285+0.1% | Added |
| Raymond James & Associates | 790,889 | $6.05M | 0.01% | −9,631−1.2% | Reduced |
| Penserra Capital Management LLC | 899,592 | $6.88M | 0.19% | −14,951−1.6% | Reduced |
| Cohen & Steers, Inc. | 974,368 | $7.45M | 0.01% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,188,194 | $9.09M | 0.00% | +432,502+57.2% | Added |
| Invesco Ltd. | 1,574,781 | $12.0M | 0.00% | +18,103+1.2% | Added |
| Sit Investment Associates Inc | 1,879,504 | $14.4M | 0.44% | +171,642+10.1% | Added |
| Morgan Stanley | 2,125,829 | $16.3M | 0.00% | +938,263+79.0% | Added |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −3,738,744−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −123,920−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −78,787−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −50,264−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −24,400−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −19,125−100.0% | Sold out |
| Pacific Wealth Strategies Group, Inc. | 0 | $0 | 0.00% | −14,562−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −9,971−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −7,852−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −6,238−100.0% | Sold out |
| Clean Yield Group | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Benjamin F. Edwards & Company, Inc. | 0 | $0 | 0.00% | −648−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |