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, Q3 2022
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Sep 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
- 134
- −6 vs. Q2 2022
- Shares held
- 21.5M
- +2.42M (+12.7%) vs. Q2 2022
- Total value
- $149.2M
- +$3.55M (+2.4%) vs. Q2 2022
- New holders
- 16
- 33 more added
- Sold out
- 22
- 49 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 3,453,248 | $24.0M | 3.40% | +3,453,248 | New |
| Sit Investment Associates Inc | 1,925,072 | $13.4M | 0.40% | +45,568+2.4% | Added |
| Invesco Ltd. | 1,580,796 | $11.0M | 0.00% | +6,015+0.4% | Added |
| Morgan Stanley | 1,448,675 | $10.1M | 0.00% | −677,154−31.9% | Reduced |
| Wells Fargo & Company | 1,339,177 | $9.31M | 0.00% | +150,983+12.7% | Added |
| Penserra Capital Management LLC | 1,010,936 | $7.03M | 0.20% | +111,344+12.4% | Added |
| Cohen & Steers, Inc. | 915,293 | $6.36M | 0.01% | −59,075−6.1% | Reduced |
| Raymond James & Associates | 772,551 | $5.37M | 0.01% | −18,338−2.3% | Reduced |
| Commonwealth Equity Services, LLC | 447,448 | $3.11M | 0.01% | −31,393−6.6% | Reduced |
| Protective Life Corp | 440,000 | $3.06M | 2.51% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 426,278 | $2.96M | 0.77% | −16,261−3.7% | Reduced |
| UBS Group AG | 323,579 | $2.25M | 0.00% | −44,243−12.0% | Reduced |
| Moors & Cabot, Inc. | 315,336 | $2.19M | 0.17% | +29,919+10.5% | Added |
| First Trust Advisors LP | 291,717 | $2.03M | 0.00% | −17,924−5.8% | Reduced |
| Guggenheim Capital LLC | 284,223 | $1.98M | 0.02% | −10,904−3.7% | Reduced |
| Brinker Capital Investments, LLC | 283,277 | $1.97M | 0.04% | −14,416−4.8% | Reduced |
| Bank of America Corp | 271,899 | $1.89M | 0.00% | −19,996−6.9% | Reduced |
| Fiera Capital Corp | 266,010 | $1.85M | 0.01% | −636−0.2% | Reduced |
| LPL Financial LLC | 262,196 | $1.82M | 0.00% | +13,031+5.2% | Added |
| Claybrook Capital, LLC | 255,450 | $1.77M | 1.13% | +14,000+5.8% | Added |
| Janney Montgomery Scott LLC | 253,419 | $1.76M | 0.01% | +6,355+2.6% | Added |
| Ameriprise Financial Inc | 244,671 | $1.70M | 0.00% | −6,940−2.8% | Reduced |
| Envestnet Asset Management Inc | 226,550 | $1.57M | 0.00% | +8,962+4.1% | Added |
| Stifel Financial Corp | 221,713 | $1.54M | 0.00% | +35,465+19.0% | Added |
| Truist Financial Corp | 212,161 | $1.48M | 0.00% | +1,024+0.5% | Added |
| Stratos Wealth Partners, LTD. | 185,736 | $1.29M | 0.04% | −8,850−4.5% | Reduced |
| Royal Bank of Canada | 183,525 | $1.28M | 0.00% | −7,360−3.9% | Reduced |
| E&G Advisors, LP | 163,300 | $1.14M | 0.42% | −4,300−2.6% | Reduced |
| Advisor Group Holdings, Inc. | 157,433 | $1.09M | 0.00% | −3,621−2.2% | Reduced |
| Private Advisor Group, LLC | 140,207 | $974.0K | 0.01% | −6,475−4.4% | Reduced |
| CNH Partners LLC | 127,421 | $886.0K | 0.02% | −30,788−19.5% | Reduced |
| Algebris (UK) Ltd | 126,487 | $872.0K | 0.39% | −231,420−64.7% | Reduced |
| MSH Capital Advisors LLC | 124,814 | $867.5K | 0.43% | −647−0.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 123,452 | $858.0K | 0.07% | +10,300+9.1% | Added |
| Rockefeller Capital Management L.P. | 106,442 | $739.0K | 0.00% | −41,744−28.2% | Reduced |
| Capital Investment Advisors, LLC | 102,419 | $712.0K | 0.02% | 00.0% | Unchanged |
| AXS Investments LLC | 95,190 | $662.0K | 0.26% | −74,810−44.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 91,961 | $639.0K | 0.06% | −23,828−20.6% | Reduced |
| RMB Capital Management, LLC | 88,451 | $615.0K | 0.02% | −19,441−18.0% | Reduced |
| Thrivent Financial for Lutherans | 86,800 | $603.0K | 0.00% | 00.0% | Unchanged |
| AE Wealth Management LLC | 83,174 | $578.0K | 0.00% | +3,164+4.0% | Added |
| Logan Stone Capital, LLC | 80,298 | $558.0K | 0.37% | +80,298 | New |
| Hennion & Walsh Asset Management, Inc. | 76,785 | $534.0K | 0.04% | −1,663−2.1% | Reduced |
| GWM Advisors LLC | 72,835 | $507.0K | 0.01% | −2,417−3.2% | Reduced |
| Cetera Advisor Networks LLC | 68,909 | $479.0K | 0.01% | −661−1.0% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 65,799 | $457.0K | 0.00% | −873−1.3% | Reduced |
| Operose Advisors LLC | 63,465 | $441.0K | 0.29% | 00.0% | Unchanged |
| Wedbush Securities Inc | 61,996 | $431.0K | 0.02% | −14,025−18.4% | Reduced |
| Orion Portfolio Solutions, LLC | 59,493 | $413.0K | 0.02% | −2,361−3.8% | Reduced |
| Shaker Financial Services, LLC | 57,210 | $398.0K | 0.20% | +43,050+304.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 55,909 | $389.0K | 0.00% | +194+0.3% | Added |
| Northwestern Mutual Wealth Management Co | 54,250 | $377.0K | 0.00% | −1,767−3.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 53,072 | $369.0K | 0.02% | +37+0.1% | Added |
| LexAurum Advisors, LLC | 52,940 | $368.0K | 0.14% | −4,100−7.2% | Reduced |
| HighTower Advisors, LLC | 51,388 | $356.0K | 0.00% | +25,372+97.5% | Added |
| TCG Advisory Services, LLC | 48,947 | $340.0K | 0.10% | −8,114−14.2% | Reduced |
| Harbour Investments, Inc. | 44,360 | $339.0K | 0.02% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 43,496 | $302.0K | 0.09% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 43,136 | $300.0K | 0.07% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 38,580 | $268.0K | 0.12% | −1,000−2.5% | Reduced |
| Landscape Capital Management, L.L.C. | 37,292 | $259.0K | 0.03% | −29,807−44.4% | Reduced |
| Keybank National Association | 35,000 | $243.0K | 0.00% | +35,000 | New |
| Ausdal Financial Partners, Inc. | 34,794 | $242.0K | 0.04% | +2,004+6.1% | Added |
| Investors Asset Management of Georgia Inc | 34,500 | $240.0K | 0.12% | −1,000−2.8% | Reduced |
| Wealthcare Advisory Partners LLC | 28,819 | $200.0K | 0.01% | −2,268−7.3% | Reduced |
| Exencial Wealth Advisors, LLC | 27,713 | $193.0K | 0.01% | +10,568+61.6% | Added |
| Level Four Advisory Services, LLC | 26,849 | $187.0K | 0.02% | −18,083−40.2% | Reduced |
| Biechele Royce Advisors | 26,500 | $184.0K | 0.09% | +26,500 | New |
| DF Dent & Co Inc | 24,978 | $174.0K | 0.00% | +2,880+13.0% | Added |
| Ameritas Advisory Services, LLC | 22,827 | $159.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 22,115 | $154.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 22,061 | $153.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 20,795 | $145.0K | 0.00% | −8,347−28.6% | Reduced |
| American Portfolios Advisors | 20,000 | $139.0K | 0.01% | +4,500+29.0% | Added |
| InterOcean Capital Group, LLC | 20,000 | $139.0K | 0.01% | +5,000+33.3% | Added |
| Virtu Financial LLC | 20,020 | $139.0K | 0.01% | +20,020 | New |
| Atria Wealth Solutions, Inc. | 19,725 | $138.1K | 0.00% | +19,725 | New |
| Stonegate Investment Group, LLC | 19,599 | $136.0K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 19,063 | $132.5K | 0.01% | −860−4.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 18,859 | $131.0K | 0.00% | +29+0.2% | Added |
| CoreCap Advisors, LLC | 18,632 | $129.0K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 17,963 | $125.0K | 0.01% | +90+0.5% | Added |
| Shufro Rose & Co LLC | 17,500 | $122.0K | 0.01% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 16,650 | $116.0K | 0.02% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 16,164 | $112.0K | 0.00% | −3,566−18.1% | Reduced |
| Beacon Pointe Advisors, LLC | 15,073 | $105.0K | 0.00% | +15,073 | New |
| Davenport & Co LLC | 14,430 | $100.0K | 0.00% | +3,930+37.4% | Added |
| Beacon Capital Management, LLC | 12,800 | $98.0K | 0.03% | 00.0% | Unchanged |
| Sigma Planning Corp | 13,601 | $95.0K | 0.00% | +35+0.3% | Added |
| Private Wealth Partners, LLC | 13,500 | $94.0K | 0.01% | −3,000−18.2% | Reduced |
| Flagship Harbor Advisors, LLC | 13,248 | $92.0K | 0.01% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 13,222 | $92.0K | 0.01% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 13,000 | $90.0K | 0.00% | +13,000 | New |
| National Asset Management, Inc. | 12,387 | $87.0K | 0.00% | +680+5.8% | Added |
| Cetera Investment Advisers | 12,444 | $86.0K | 0.00% | −4,210−25.3% | Reduced |
| Walleye Capital LLC | 11,698 | $81.0K | 0.00% | +11,698 | New |
| XML Financial, LLC | 11,199 | $78.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 11,087 | $77.0K | 0.01% | 00.0% | Unchanged |
| Private Advisory Group LLC | 10,734 | $75.0K | 0.02% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 10,523 | $73.0K | 0.03% | +134+1.3% | Added |