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, Q4 2022
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Dec 31, 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
- 138
- +7 vs. Q3 2022
- Shares held
- 21.4M
- −5.22K (0.0%) vs. Q3 2022
- Total value
- $155.0M
- +$6.03M (+4.0%) vs. Q3 2022
- New holders
- 28
- 34 more added
- Sold out
- 21
- 44 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 3,438,825 | $25.0M | 2.94% | −14,423−0.4% | Reduced |
| Sit Investment Associates Inc | 1,891,045 | $13.8M | 0.39% | −34,027−1.8% | Reduced |
| Invesco Ltd. | 1,630,866 | $11.9M | 0.00% | +50,070+3.2% | Added |
| Wells Fargo & Company | 1,345,766 | $9.80M | 0.00% | +6,589+0.5% | Added |
| Morgan Stanley | 1,282,606 | $9.34M | 0.00% | −166,069−11.5% | Reduced |
| Penserra Capital Management LLC | 1,110,720 | $8.09M | 0.18% | +99,784+9.9% | Added |
| Cohen & Steers, Inc. | 936,460 | $6.82M | 0.02% | +21,167+2.3% | Added |
| Raymond James & Associates | 688,146 | $5.01M | 0.00% | −84,405−10.9% | Reduced |
| Protective Life Corp | 440,000 | $3.20M | 2.57% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 436,912 | $3.18M | 0.01% | −10,536−2.4% | Reduced |
| Ibex Wealth Advisors | 389,669 | $2.84M | 0.64% | −36,609−8.6% | Reduced |
| Moors & Cabot, Inc. | 342,126 | $2.49M | 0.17% | +26,790+8.5% | Added |
| Guggenheim Capital LLC | 336,709 | $2.45M | 0.02% | +52,486+18.5% | Added |
| LPL Financial LLC | 317,029 | $2.31M | 0.00% | +54,833+20.9% | Added |
| UBS Group AG | 309,616 | $2.25M | 0.00% | −13,963−4.3% | Reduced |
| Ameriprise Financial Inc | 296,832 | $2.16M | 0.00% | +52,161+21.3% | Added |
| First Trust Advisors LP | 288,650 | $2.10M | 0.00% | −3,067−1.1% | Reduced |
| Fiera Capital Corp | 281,183 | $2.05M | 0.01% | +15,173+5.7% | Added |
| Claybrook Capital, LLC | 278,750 | $2.03M | 1.25% | +23,300+9.1% | Added |
| Brinker Capital Investments, LLC | 275,048 | $2.00M | 0.04% | −8,229−2.9% | Reduced |
| Janney Montgomery Scott LLC | 269,667 | $1.96M | 0.01% | +16,248+6.4% | Added |
| Bank of America Corp | 259,651 | $1.89M | 0.00% | −12,248−4.5% | Reduced |
| Stifel Financial Corp | 233,697 | $1.70M | 0.00% | +11,984+5.4% | Added |
| Envestnet Asset Management Inc | 223,664 | $1.63M | 0.00% | −2,886−1.3% | Reduced |
| Truist Financial Corp | 209,518 | $1.53M | 0.00% | −2,643−1.2% | Reduced |
| Advisor Group Holdings, Inc. | 172,242 | $1.25M | 0.00% | +14,809+9.4% | Added |
| Stratos Wealth Partners, LTD. | 169,547 | $1.23M | 0.03% | −16,189−8.7% | Reduced |
| Royal Bank of Canada | 155,210 | $1.13M | 0.00% | −28,315−15.4% | Reduced |
| E&G Advisors, LP | 141,900 | $1.03M | 0.39% | −21,400−13.1% | Reduced |
| MSH Capital Advisors LLC | 126,195 | $918.7K | 0.42% | +1,381+1.1% | Added |
| Rockefeller Capital Management L.P. | 106,764 | $777.0K | 0.00% | +322+0.3% | Added |
| Cary Street Partner Investment Advisory LLC | 103,802 | $755.7K | 0.06% | −19,650−15.9% | Reduced |
| Weiss Asset Management LP | 101,136 | $736.3K | 0.04% | +101,136 | New |
| Capital Investment Advisors, LLC | 99,055 | $721.0K | 0.02% | −3,364−3.3% | Reduced |
| Logan Stone Capital, LLC | 91,023 | $662.6K | 0.25% | +10,725+13.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 89,708 | $653.0K | 0.04% | +12,923+16.8% | Added |
| Mosaic Family Wealth Partners, LLC | 87,066 | $633.8K | 0.18% | +87,066 | New |
| Thrivent Financial for Lutherans | 86,800 | $631.0K | 0.00% | 00.0% | Unchanged |
| Cetera Advisor Networks LLC | 84,503 | $615.2K | 0.00% | +15,594+22.6% | Added |
| CNH Partners LLC | 84,349 | $614.1K | 0.02% | −43,072−33.8% | Reduced |
| AE Wealth Management LLC | 75,513 | $549.7K | 0.00% | −7,661−9.2% | Reduced |
| GWM Advisors LLC | 72,571 | $519.1K | 0.01% | −264−0.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 68,504 | $498.7K | 0.00% | +2,705+4.1% | Added |
| Melfa Wealth Management, LLC | 62,915 | $458.0K | 0.48% | +62,915 | New |
| Orion Portfolio Solutions, LLC | 59,550 | $433.5K | 0.02% | +57+0.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 57,661 | $419.8K | 0.04% | −34,300−37.3% | Reduced |
| Algebris (UK) Ltd | 56,598 | $410.5K | 0.19% | −69,889−55.3% | Reduced |
| Shaker Financial Services, LLC | 54,473 | $396.6K | 0.19% | −2,737−4.8% | Reduced |
| LexAurum Advisors, LLC | 52,940 | $385.4K | 0.14% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 52,814 | $384.5K | 0.00% | −1,436−2.6% | Reduced |
| Carnegie Capital Asset Management, LLC | 50,925 | $370.7K | 0.02% | −2,147−4.0% | Reduced |
| Landscape Capital Management, L.L.C. | 50,183 | $365.3K | 0.05% | +12,891+34.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 50,079 | $365.0K | 0.00% | −5,830−10.4% | Reduced |
| Susquehanna International Group, LLP | 49,560 | $360.8K | 0.00% | +49,560 | New |
| Wedbush Securities Inc | 47,446 | $345.0K | 0.02% | −14,550−23.5% | Reduced |
| HighTower Advisors, LLC | 46,971 | $342.0K | 0.00% | −4,417−8.6% | Reduced |
| Operose Advisors LLC | 44,465 | $323.7K | 0.17% | −19,000−29.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 43,496 | $316.7K | 0.09% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 43,136 | $314.0K | 0.06% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 42,240 | $307.5K | 0.02% | −2,120−4.8% | Reduced |
| Investors Asset Management of Georgia Inc | 41,500 | $302.1K | 0.16% | +7,000+20.3% | Added |
| RMB Capital Management, LLC | 39,875 | $290.3K | 0.01% | −48,576−54.9% | Reduced |
| Ameritas Advisory Services, LLC | 39,624 | $288.5K | 0.01% | +16,797+73.6% | Added |
| Meridian Investment Counsel Inc. | 37,830 | $275.0K | 0.11% | −750−1.9% | Reduced |
| Keybank National Association | 35,000 | $254.8K | 0.00% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 31,500 | $245.1K | 0.11% | +31,500 | New |
| Palogic Value Management, L.P. | 31,216 | $227.3K | 0.12% | +31,216 | New |
| Wealthcare Advisory Partners LLC | 28,361 | $206.5K | 0.01% | −458−1.6% | Reduced |
| Level Four Advisory Services, LLC | 28,244 | $205.6K | 0.02% | +1,395+5.2% | Added |
| Elequin Capital LP | 26,179 | $190.6K | 0.05% | +26,179 | New |
| Veritable, L.P. | 25,000 | $182.0K | 0.00% | +25,000 | New |
| Ausdal Financial Partners, Inc. | 24,743 | $180.1K | 0.03% | −10,051−28.9% | Reduced |
| Virtu Financial LLC | 24,469 | $178.0K | 0.02% | +4,449+22.2% | Added |
| Baird Financial Group, Inc. | 23,961 | $175.0K | 0.00% | +1,900+8.6% | Added |
| Fifth Third Bancorp | 22,115 | $161.0K | 0.00% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 20,623 | $150.1K | 0.01% | −7,090−25.6% | Reduced |
| Money Concepts Capital Corp | 20,364 | $148.2K | 0.01% | +20,364 | New |
| InterOcean Capital Group, LLC | 20,000 | $145.6K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 19,599 | $142.7K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 19,225 | $140.0K | 0.00% | −500−2.5% | Reduced |
| LifeSteps Financial, Inc. | 19,100 | $139.0K | 0.14% | +19,100 | New |
| Independent Financial Group, LLC | 19,063 | $138.8K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 19,049 | $138.7K | 0.01% | +417+2.2% | Added |
| National Asset Management, Inc. | 18,793 | $136.8K | 0.00% | +6,406+51.7% | Added |
| Creative Planning | 18,685 | $136.0K | 0.00% | −2,110−10.1% | Reduced |
| Shufro Rose & Co LLC | 17,500 | $127.4K | 0.01% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 16,990 | $123.7K | 0.01% | +16,990 | New |
| Oxbow Advisors, LLC | 16,650 | $121.2K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 16,297 | $118.6K | 0.00% | +3,853+31.0% | Added |
| Steward Partners Investment Advisory, LLC | 15,903 | $115.8K | 0.00% | −2,956−15.7% | Reduced |
| Sigma Planning Corp | 14,653 | $106.7K | 0.00% | +1,052+7.7% | Added |
| Wolverine Asset Management LLC | 14,589 | $106.2K | 0.00% | +14,589 | New |
| Davenport & Co LLC | 14,430 | $105.0K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 14,341 | $104.4K | 0.00% | −732−4.9% | Reduced |
| Two Sigma Securities, LLC | 14,331 | $104.3K | 0.01% | +14,331 | New |
| Walleye Capital LLC | 13,929 | $101.4K | 0.00% | +2,231+19.1% | Added |
| Schechter Investment Advisors, LLC | 13,222 | $96.3K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 12,800 | $93.2K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,552 | $91.4K | 0.00% | +12,552 | New |
| Sound View Wealth Advisors Group, LLC | 11,770 | $79.6K | 0.01% | +11,770 | New |