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 |
|---|---|---|---|---|---|
| Cary Street Partner Investment Advisory LLC | 123,452 | $858.0K | 0.07% | +10,300+9.1% | Added |
| MSH Capital Advisors LLC | 124,814 | $867.5K | 0.43% | −647−0.5% | Reduced |
| Algebris (UK) Ltd | 126,487 | $872.0K | 0.39% | −231,420−64.7% | Reduced |
| CNH Partners LLC | 127,421 | $886.0K | 0.02% | −30,788−19.5% | Reduced |
| Private Advisor Group, LLC | 140,207 | $974.0K | 0.01% | −6,475−4.4% | Reduced |
| Advisor Group Holdings, Inc. | 157,433 | $1.09M | 0.00% | −3,621−2.2% | Reduced |
| E&G Advisors, LP | 163,300 | $1.14M | 0.42% | −4,300−2.6% | Reduced |
| Royal Bank of Canada | 183,525 | $1.28M | 0.00% | −7,360−3.9% | Reduced |
| Stratos Wealth Partners, LTD. | 185,736 | $1.29M | 0.04% | −8,850−4.5% | Reduced |
| Truist Financial Corp | 212,161 | $1.48M | 0.00% | +1,024+0.5% | Added |
| Stifel Financial Corp | 221,713 | $1.54M | 0.00% | +35,465+19.0% | Added |
| Envestnet Asset Management Inc | 226,550 | $1.57M | 0.00% | +8,962+4.1% | Added |
| Ameriprise Financial Inc | 244,671 | $1.70M | 0.00% | −6,940−2.8% | Reduced |
| Janney Montgomery Scott LLC | 253,419 | $1.76M | 0.01% | +6,355+2.6% | Added |
| Claybrook Capital, LLC | 255,450 | $1.77M | 1.13% | +14,000+5.8% | Added |
| LPL Financial LLC | 262,196 | $1.82M | 0.00% | +13,031+5.2% | Added |
| Fiera Capital Corp | 266,010 | $1.85M | 0.01% | −636−0.2% | Reduced |
| Bank of America Corp | 271,899 | $1.89M | 0.00% | −19,996−6.9% | Reduced |
| Brinker Capital Investments, LLC | 283,277 | $1.97M | 0.04% | −14,416−4.8% | Reduced |
| Guggenheim Capital LLC | 284,223 | $1.98M | 0.02% | −10,904−3.7% | Reduced |
| First Trust Advisors LP | 291,717 | $2.03M | 0.00% | −17,924−5.8% | Reduced |
| Moors & Cabot, Inc. | 315,336 | $2.19M | 0.17% | +29,919+10.5% | Added |
| UBS Group AG | 323,579 | $2.25M | 0.00% | −44,243−12.0% | Reduced |
| Ibex Wealth Advisors | 426,278 | $2.96M | 0.77% | −16,261−3.7% | Reduced |
| Protective Life Corp | 440,000 | $3.06M | 2.51% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 447,448 | $3.11M | 0.01% | −31,393−6.6% | Reduced |
| Raymond James & Associates | 772,551 | $5.37M | 0.01% | −18,338−2.3% | Reduced |
| Cohen & Steers, Inc. | 915,293 | $6.36M | 0.01% | −59,075−6.1% | Reduced |
| Penserra Capital Management LLC | 1,010,936 | $7.03M | 0.20% | +111,344+12.4% | Added |
| Wells Fargo & Company | 1,339,177 | $9.31M | 0.00% | +150,983+12.7% | Added |
| Morgan Stanley | 1,448,675 | $10.1M | 0.00% | −677,154−31.9% | Reduced |
| Invesco Ltd. | 1,580,796 | $11.0M | 0.00% | +6,015+0.4% | Added |
| Sit Investment Associates Inc | 1,925,072 | $13.4M | 0.40% | +45,568+2.4% | Added |
| Bramshill Investments, LLC | 3,453,248 | $24.0M | 3.40% | +3,453,248 | New |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −86,026−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −36,104−100.0% | Sold out |
| NFP Retirement, Inc. | 0 | $0 | 0.00% | −25,124−100.0% | Sold out |
| Lifeworks Advisors, LLC | 0 | $0 | 0.00% | −22,958−100.0% | Sold out |
| Aj Wealth Strategies, LLC | 0 | $0 | 0.00% | −21,921−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −18,900−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −14,536−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −14,350−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −13,541−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −11,281−100.0% | Sold out |
| SPC Financial, Inc. | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −7,507−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −3,999−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −3,549−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −2,170−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Financial Avengers, Inc. | 0 | $0 | 0.00% | −931−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −478−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| First Command Bank | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| First Command Financial Services, Inc. | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Dixon Hubard Feinour & Brown Inc | – | – | – | – | Not filed |