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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 18 | $0 | 0.00% | +18 | New |
| Gradient Investments LLC | 42 | $0 | 0.00% | +42 | New |
| EverSource Wealth Advisors, LLC | 16 | $0 | 0.00% | +16 | New |
| Parallel Advisors, LLC | 136 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 350 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 302 | $2.00K | 0.00% | +302 | New |
| CWM, LLC | 377 | $3.00K | 0.00% | +301+396.1% | Added |
| Caldwell Trust Co | 669 | $4.65K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 750 | $5.46K | 0.00% | +750 | New |
| Citigroup Inc | 1,000 | $7.00K | 0.00% | −3,400−77.3% | Reduced |
| Citizens National Bank Trust Department | 1,400 | $10.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,580 | $11.0K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 2,000 | $13.0K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,939 | $13.0K | 0.01% | +1,939 | New |
| IAG Wealth Partners, LLC | 2,711 | $19.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 3,050 | $22.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,385 | $24.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,672 | $25.0K | 0.02% | +11+0.3% | Added |
| Sound Income Strategies, LLC | 3,900 | $27.0K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4,190 | $29.0K | 0.01% | −917−18.0% | Reduced |
| Private Trust Co NA | 4,233 | $29.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,675 | $32.0K | 0.00% | −2,187−31.9% | Reduced |
| First Horizon Advisors, Inc. | 4,900 | $34.0K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 5,000 | $35.0K | 0.04% | −8,308−62.4% | Reduced |
| Oakworth Capital, Inc. | 5,000 | $35.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,545 | $39.0K | 0.00% | −7,515−57.5% | Reduced |
| IFP Advisors, Inc | 3,899 | $43.0K | 0.00% | +199+5.4% | Added |
| Selway Asset Management | 6,750 | $47.0K | 0.03% | +6,750 | New |
| James Investment Research Inc | 7,000 | $49.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 7,414 | $52.0K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 9,400 | $66.0K | 0.01% | −1,441−13.3% | Reduced |
| Centaurus Financial, Inc. | 10,126 | $70.0K | 0.01% | +30.0% | Added |
| Covington Capital Management | 10,052 | $70.0K | 0.00% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,318 | $72.0K | 0.01% | +206+2.0% | Added |
| SignalPoint Asset Management, LLC | 10,523 | $73.0K | 0.03% | +134+1.3% | Added |
| Private Advisory Group LLC | 10,734 | $75.0K | 0.02% | 00.0% | Unchanged |
| Hollencrest Capital Management | 11,087 | $77.0K | 0.01% | 00.0% | Unchanged |
| XML Financial, LLC | 11,199 | $78.0K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 11,698 | $81.0K | 0.00% | +11,698 | New |
| Cetera Investment Advisers | 12,444 | $86.0K | 0.00% | −4,210−25.3% | Reduced |
| National Asset Management, Inc. | 12,387 | $87.0K | 0.00% | +680+5.8% | Added |
| Clarkston Capital Partners, LLC | 13,000 | $90.0K | 0.00% | +13,000 | New |
| 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 |
| Private Wealth Partners, LLC | 13,500 | $94.0K | 0.01% | −3,000−18.2% | Reduced |
| Sigma Planning Corp | 13,601 | $95.0K | 0.00% | +35+0.3% | Added |
| Beacon Capital Management, LLC | 12,800 | $98.0K | 0.03% | 00.0% | Unchanged |
| Davenport & Co LLC | 14,430 | $100.0K | 0.00% | +3,930+37.4% | Added |
| Beacon Pointe Advisors, LLC | 15,073 | $105.0K | 0.00% | +15,073 | New |
| Avantax Advisory Services, Inc. | 16,164 | $112.0K | 0.00% | −3,566−18.1% | Reduced |
| Oxbow Advisors, LLC | 16,650 | $116.0K | 0.02% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 17,500 | $122.0K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 17,963 | $125.0K | 0.01% | +90+0.5% | Added |
| CoreCap Advisors, LLC | 18,632 | $129.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 18,859 | $131.0K | 0.00% | +29+0.2% | Added |
| Independent Financial Group, LLC | 19,063 | $132.5K | 0.01% | −860−4.3% | Reduced |
| Stonegate Investment Group, LLC | 19,599 | $136.0K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 19,725 | $138.1K | 0.00% | +19,725 | New |
| 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 |
| Creative Planning | 20,795 | $145.0K | 0.00% | −8,347−28.6% | Reduced |
| Baird Financial Group, Inc. | 22,061 | $153.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 22,115 | $154.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 22,827 | $159.0K | 0.01% | 00.0% | Unchanged |
| DF Dent & Co Inc | 24,978 | $174.0K | 0.00% | +2,880+13.0% | Added |
| Biechele Royce Advisors | 26,500 | $184.0K | 0.09% | +26,500 | New |
| Level Four Advisory Services, LLC | 26,849 | $187.0K | 0.02% | −18,083−40.2% | Reduced |
| Exencial Wealth Advisors, LLC | 27,713 | $193.0K | 0.01% | +10,568+61.6% | Added |
| Wealthcare Advisory Partners LLC | 28,819 | $200.0K | 0.01% | −2,268−7.3% | Reduced |
| Investors Asset Management of Georgia Inc | 34,500 | $240.0K | 0.12% | −1,000−2.8% | Reduced |
| Ausdal Financial Partners, Inc. | 34,794 | $242.0K | 0.04% | +2,004+6.1% | Added |
| Keybank National Association | 35,000 | $243.0K | 0.00% | +35,000 | New |
| Landscape Capital Management, L.L.C. | 37,292 | $259.0K | 0.03% | −29,807−44.4% | Reduced |
| Meridian Investment Counsel Inc. | 38,580 | $268.0K | 0.12% | −1,000−2.5% | Reduced |
| Live Oak Private Wealth LLC | 43,136 | $300.0K | 0.07% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 43,496 | $302.0K | 0.09% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 44,360 | $339.0K | 0.02% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 48,947 | $340.0K | 0.10% | −8,114−14.2% | Reduced |
| HighTower Advisors, LLC | 51,388 | $356.0K | 0.00% | +25,372+97.5% | Added |
| LexAurum Advisors, LLC | 52,940 | $368.0K | 0.14% | −4,100−7.2% | Reduced |
| Carnegie Capital Asset Management, LLC | 53,072 | $369.0K | 0.02% | +37+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 54,250 | $377.0K | 0.00% | −1,767−3.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 55,909 | $389.0K | 0.00% | +194+0.3% | Added |
| Shaker Financial Services, LLC | 57,210 | $398.0K | 0.20% | +43,050+304.0% | Added |
| Orion Portfolio Solutions, LLC | 59,493 | $413.0K | 0.02% | −2,361−3.8% | Reduced |
| Wedbush Securities Inc | 61,996 | $431.0K | 0.02% | −14,025−18.4% | Reduced |
| Operose Advisors LLC | 63,465 | $441.0K | 0.29% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 65,799 | $457.0K | 0.00% | −873−1.3% | Reduced |
| Cetera Advisor Networks LLC | 68,909 | $479.0K | 0.01% | −661−1.0% | Reduced |
| GWM Advisors LLC | 72,835 | $507.0K | 0.01% | −2,417−3.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 76,785 | $534.0K | 0.04% | −1,663−2.1% | Reduced |
| Logan Stone Capital, LLC | 80,298 | $558.0K | 0.37% | +80,298 | New |
| AE Wealth Management LLC | 83,174 | $578.0K | 0.00% | +3,164+4.0% | Added |
| Thrivent Financial for Lutherans | 86,800 | $603.0K | 0.00% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 88,451 | $615.0K | 0.02% | −19,441−18.0% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 91,961 | $639.0K | 0.06% | −23,828−20.6% | Reduced |
| AXS Investments LLC | 95,190 | $662.0K | 0.26% | −74,810−44.0% | Reduced |
| Capital Investment Advisors, LLC | 102,419 | $712.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 106,442 | $739.0K | 0.00% | −41,744−28.2% | Reduced |