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 |
|---|---|---|---|---|---|
| Hollencrest Capital Management | 11,087 | $85.0K | 0.01% | −3,470−23.8% | Reduced |
| Proequities, Inc. | 10,841 | $84.0K | 0.01% | +6+0.1% | Added |
| Private Advisory Group LLC | 10,734 | $82.0K | 0.02% | 00.0% | Unchanged |
| Davenport & Co LLC | 10,500 | $80.0K | 0.00% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 10,389 | $79.0K | 0.03% | +127+1.2% | Added |
| SPC Financial, Inc. | 10,200 | $78.0K | 0.01% | +10,200 | New |
| 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 |
| 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 |
| James Investment Research Inc | 7,000 | $54.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 6,862 | $52.0K | 0.00% | −3,992−36.8% | Reduced |
| Marquette Asset Management, LLC | 5,107 | $39.0K | 0.01% | +5,107 | 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 |
| First Horizon Advisors, Inc. | 4,900 | $37.0K | 0.00% | +4,900 | New |
| Citigroup Inc | 4,400 | $34.0K | 0.00% | +1,000+29.4% | Added |
| Private Trust Co NA | 4,233 | $32.0K | 0.00% | +4,233 | New |
| Total Clarity Wealth Management, Inc. | 3,999 | $31.0K | 0.02% | +3,999 | New |
| Sound Income Strategies, LLC | 3,900 | $30.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,661 | $28.0K | 0.03% | +27+0.7% | Added |
| Geneos Wealth Management Inc. | 3,549 | $27.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,385 | $26.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 3,050 | $24.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2,711 | $21.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,170 | $17.0K | 0.00% | +2,170 | New |
| FNY Investment Advisers, LLC | 2,000 | $15.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,580 | $12.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Financial Avengers, Inc. | 931 | $7.00K | 0.01% | +18+2.0% | Added |
| Caldwell Trust Co | 669 | $5.12K | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 478 | $3.66K | 0.00% | +478 | 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 |
| 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 |
| 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 |