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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 10,318 | $72.0K | 0.01% | +206+2.0% | Added |
| Centaurus Financial, Inc. | 10,126 | $70.0K | 0.01% | +30.0% | Added |
| Covington Capital Management | 10,052 | $70.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 9,400 | $66.0K | 0.01% | −1,441−13.3% | Reduced |
| CoreFirst Bank & Trust | 7,414 | $52.0K | 0.04% | 00.0% | Unchanged |
| James Investment Research Inc | 7,000 | $49.0K | 0.01% | 00.0% | Unchanged |
| Selway Asset Management | 6,750 | $47.0K | 0.03% | +6,750 | New |
| IFP Advisors, Inc | 3,899 | $43.0K | 0.00% | +199+5.4% | Added |
| The PNC Financial Services Group, Inc. | 5,545 | $39.0K | 0.00% | −7,515−57.5% | Reduced |
| 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 |
| First Horizon Advisors, Inc. | 4,900 | $34.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,675 | $32.0K | 0.00% | −2,187−31.9% | Reduced |
| 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 |
| Sound Income Strategies, LLC | 3,900 | $27.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,672 | $25.0K | 0.02% | +11+0.3% | Added |
| Hexagon Capital Partners LLC | 3,385 | $24.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 3,050 | $22.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2,711 | $19.0K | 0.01% | 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 |
| Focused Wealth Management, Inc | 1,580 | $11.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,400 | $10.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,000 | $7.00K | 0.00% | −3,400−77.3% | Reduced |
| Barrett & Company, Inc. | 750 | $5.46K | 0.00% | +750 | New |
| Caldwell Trust Co | 669 | $4.65K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 377 | $3.00K | 0.00% | +301+396.1% | Added |
| Wolff Wiese Magana LLC | 350 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 302 | $2.00K | 0.00% | +302 | New |
| Parallel Advisors, LLC | 136 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |