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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 11 | $0 | 0.00% | −7−38.9% | Reduced |
| Live Oak Investment Partners | – | $9 | 0.00% | – | New |
| EverSource Wealth Advisors, LLC | 16 | $116 | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 131,649 | $958 | 0.00% | −8,558−6.1% | Reduced |
| Parallel Advisors, LLC | 136 | $990 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 350 | $2.55K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 376 | $3.00K | 0.00% | −1−0.3% | Reduced |
| Caldwell Trust Co | 669 | $4.87K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 750 | $5.46K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 801 | $5.83K | 0.00% | +801 | New |
| Coppell Advisory Solutions Corp. | 801 | $5.83K | 0.00% | +801 | New |
| Ronald Blue Trust, Inc. | 1,007 | $7.00K | 0.00% | +1,007 | New |
| Citigroup Inc | 1,000 | $7.28K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 1,000 | $7.28K | 0.00% | +1,000 | New |
| Citizens National Bank Trust Department | 1,400 | $10.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,500 | $10.9K | 0.01% | +1,500 | New |
| Focused Wealth Management, Inc | 1,580 | $11.5K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,627 | $11.8K | 0.00% | +1,627 | New |
| McElhenny Sheffield Capital Management, LLC | 2,000 | $14.6K | 0.01% | +2,000 | New |
| FMR LLC | 2,035 | $14.8K | 0.00% | +2,035 | New |
| JPMorgan Chase & Co | 2,113 | $15.0K | 0.00% | +2,113 | New |
| IAG Wealth Partners, LLC | 2,711 | $19.7K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 3,050 | $22.2K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,231 | $23.5K | 0.00% | +3,231 | New |
| Hexagon Capital Partners LLC | 3,385 | $24.6K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,672 | $27.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,900 | $28.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4,233 | $31.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 3,311 | $34.0K | 0.00% | −588−15.1% | Reduced |
| Spire Wealth Management | 4,813 | $35.0K | 0.00% | +138+3.0% | Added |
| The PNC Financial Services Group, Inc. | 5,545 | $40.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 5,645 | $41.1K | 0.00% | −3,755−39.9% | Reduced |
| James Investment Research Inc | 7,000 | $51.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 7,414 | $54.0K | 0.04% | 00.0% | Unchanged |
| Herold Advisors, Inc. | 10,091 | $73.5K | 0.03% | +10,091 | New |
| Centaurus Financial, Inc. | 10,130 | $74.0K | 0.01% | +40.0% | Added |
| Apollon Wealth Management, LLC | 10,623 | $77.3K | 0.01% | +305+3.0% | Added |
| CIC Wealth, LLC | 10,800 | $78.6K | 0.03% | +10,800 | New |
| Sound View Wealth Advisors Group, LLC | 11,770 | $79.6K | 0.01% | +11,770 | New |
| Cerity Partners LLC | 12,552 | $91.4K | 0.00% | +12,552 | New |
| Beacon Capital Management, LLC | 12,800 | $93.2K | 0.03% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 13,222 | $96.3K | 0.01% | 00.0% | Unchanged |
| Walleye Capital LLC | 13,929 | $101.4K | 0.00% | +2,231+19.1% | Added |
| Two Sigma Securities, LLC | 14,331 | $104.3K | 0.01% | +14,331 | New |
| Beacon Pointe Advisors, LLC | 14,341 | $104.4K | 0.00% | −732−4.9% | Reduced |
| Davenport & Co LLC | 14,430 | $105.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 14,589 | $106.2K | 0.00% | +14,589 | New |
| Sigma Planning Corp | 14,653 | $106.7K | 0.00% | +1,052+7.7% | Added |
| Steward Partners Investment Advisory, LLC | 15,903 | $115.8K | 0.00% | −2,956−15.7% | Reduced |
| Cetera Investment Advisers | 16,297 | $118.6K | 0.00% | +3,853+31.0% | Added |
| Oxbow Advisors, LLC | 16,650 | $121.2K | 0.02% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 16,990 | $123.7K | 0.01% | +16,990 | New |
| Shufro Rose & Co LLC | 17,500 | $127.4K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 18,685 | $136.0K | 0.00% | −2,110−10.1% | Reduced |
| National Asset Management, Inc. | 18,793 | $136.8K | 0.00% | +6,406+51.7% | Added |
| CoreCap Advisors, LLC | 19,049 | $138.7K | 0.01% | +417+2.2% | Added |
| Independent Financial Group, LLC | 19,063 | $138.8K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 19,100 | $139.0K | 0.14% | +19,100 | New |
| Atria Wealth Solutions, Inc. | 19,225 | $140.0K | 0.00% | −500−2.5% | Reduced |
| Stonegate Investment Group, LLC | 19,599 | $142.7K | 0.01% | 00.0% | Unchanged |
| InterOcean Capital Group, LLC | 20,000 | $145.6K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 20,364 | $148.2K | 0.01% | +20,364 | New |
| Exencial Wealth Advisors, LLC | 20,623 | $150.1K | 0.01% | −7,090−25.6% | Reduced |
| Fifth Third Bancorp | 22,115 | $161.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 23,961 | $175.0K | 0.00% | +1,900+8.6% | Added |
| Virtu Financial LLC | 24,469 | $178.0K | 0.02% | +4,449+22.2% | Added |
| Ausdal Financial Partners, Inc. | 24,743 | $180.1K | 0.03% | −10,051−28.9% | Reduced |
| Veritable, L.P. | 25,000 | $182.0K | 0.00% | +25,000 | New |
| Elequin Capital LP | 26,179 | $190.6K | 0.05% | +26,179 | New |
| Level Four Advisory Services, LLC | 28,244 | $205.6K | 0.02% | +1,395+5.2% | Added |
| Wealthcare Advisory Partners LLC | 28,361 | $206.5K | 0.01% | −458−1.6% | Reduced |
| Palogic Value Management, L.P. | 31,216 | $227.3K | 0.12% | +31,216 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 31,500 | $245.1K | 0.11% | +31,500 | New |
| Keybank National Association | 35,000 | $254.8K | 0.00% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 37,830 | $275.0K | 0.11% | −750−1.9% | Reduced |
| Ameritas Advisory Services, LLC | 39,624 | $288.5K | 0.01% | +16,797+73.6% | Added |
| RMB Capital Management, LLC | 39,875 | $290.3K | 0.01% | −48,576−54.9% | Reduced |
| Investors Asset Management of Georgia Inc | 41,500 | $302.1K | 0.16% | +7,000+20.3% | Added |
| Harbour Investments, Inc. | 42,240 | $307.5K | 0.02% | −2,120−4.8% | Reduced |
| Live Oak Private Wealth LLC | 43,136 | $314.0K | 0.06% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 43,496 | $316.7K | 0.09% | 00.0% | Unchanged |
| Operose Advisors LLC | 44,465 | $323.7K | 0.17% | −19,000−29.9% | Reduced |
| HighTower Advisors, LLC | 46,971 | $342.0K | 0.00% | −4,417−8.6% | Reduced |
| Wedbush Securities Inc | 47,446 | $345.0K | 0.02% | −14,550−23.5% | Reduced |
| Susquehanna International Group, LLP | 49,560 | $360.8K | 0.00% | +49,560 | New |
| Cambridge Investment Research Advisors, Inc. | 50,079 | $365.0K | 0.00% | −5,830−10.4% | Reduced |
| Landscape Capital Management, L.L.C. | 50,183 | $365.3K | 0.05% | +12,891+34.6% | Added |
| Carnegie Capital Asset Management, LLC | 50,925 | $370.7K | 0.02% | −2,147−4.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 52,814 | $384.5K | 0.00% | −1,436−2.6% | Reduced |
| LexAurum Advisors, LLC | 52,940 | $385.4K | 0.14% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 54,473 | $396.6K | 0.19% | −2,737−4.8% | Reduced |
| Algebris (UK) Ltd | 56,598 | $410.5K | 0.19% | −69,889−55.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 57,661 | $419.8K | 0.04% | −34,300−37.3% | Reduced |
| Orion Portfolio Solutions, LLC | 59,550 | $433.5K | 0.02% | +57+0.1% | Added |
| Melfa Wealth Management, LLC | 62,915 | $458.0K | 0.48% | +62,915 | New |
| Raymond James Financial Services Advisors, Inc. | 68,504 | $498.7K | 0.00% | +2,705+4.1% | Added |
| GWM Advisors LLC | 72,571 | $519.1K | 0.01% | −264−0.4% | Reduced |
| AE Wealth Management LLC | 75,513 | $549.7K | 0.00% | −7,661−9.2% | Reduced |
| CNH Partners LLC | 84,349 | $614.1K | 0.02% | −43,072−33.8% | Reduced |
| Cetera Advisor Networks LLC | 84,503 | $615.2K | 0.00% | +15,594+22.6% | Added |