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 |
|---|---|---|---|---|---|
| CIC Wealth, LLC | 10,800 | $78.6K | 0.03% | +10,800 | New |
| Apollon Wealth Management, LLC | 10,623 | $77.3K | 0.01% | +305+3.0% | Added |
| Centaurus Financial, Inc. | 10,130 | $74.0K | 0.01% | +40.0% | Added |
| Herold Advisors, Inc. | 10,091 | $73.5K | 0.03% | +10,091 | New |
| CoreFirst Bank & Trust | 7,414 | $54.0K | 0.04% | 00.0% | Unchanged |
| James Investment Research Inc | 7,000 | $51.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 5,645 | $41.1K | 0.00% | −3,755−39.9% | Reduced |
| The PNC Financial Services Group, Inc. | 5,545 | $40.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4,813 | $35.0K | 0.00% | +138+3.0% | Added |
| IFP Advisors, Inc | 3,311 | $34.0K | 0.00% | −588−15.1% | Reduced |
| Private Trust Co NA | 4,233 | $31.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,900 | $28.4K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,672 | $27.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,385 | $24.6K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,231 | $23.5K | 0.00% | +3,231 | New |
| Accel Wealth Management | 3,050 | $22.2K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2,711 | $19.7K | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 2,113 | $15.0K | 0.00% | +2,113 | New |
| FMR LLC | 2,035 | $14.8K | 0.00% | +2,035 | New |
| McElhenny Sheffield Capital Management, LLC | 2,000 | $14.6K | 0.01% | +2,000 | New |
| Belpointe Asset Management LLC | 1,627 | $11.8K | 0.00% | +1,627 | New |
| Focused Wealth Management, Inc | 1,580 | $11.5K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,500 | $10.9K | 0.01% | +1,500 | New |
| Citizens National Bank Trust Department | 1,400 | $10.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,000 | $7.28K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 1,000 | $7.28K | 0.00% | +1,000 | New |
| Ronald Blue Trust, Inc. | 1,007 | $7.00K | 0.00% | +1,007 | New |
| Coppell Advisory Solutions LLC | 801 | $5.83K | 0.00% | +801 | New |
| Coppell Advisory Solutions Corp. | 801 | $5.83K | 0.00% | +801 | New |
| Barrett & Company, Inc. | 750 | $5.46K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 669 | $4.87K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 376 | $3.00K | 0.00% | −1−0.3% | Reduced |
| Wolff Wiese Magana LLC | 350 | $2.55K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 136 | $990 | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 131,649 | $958 | 0.00% | −8,558−6.1% | Reduced |
| EverSource Wealth Advisors, LLC | 16 | $116 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $9 | 0.00% | – | New |
| Tower Research Capital LLC (TRC) | 11 | $0 | 0.00% | −7−38.9% | Reduced |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −11,087−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −95,190−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −48,947−100.0% | Sold out |
| Biechele Royce Advisors | 0 | $0 | 0.00% | −26,500−100.0% | Sold out |
| DF Dent & Co Inc | 0 | $0 | 0.00% | −24,978−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −17,963−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −16,164−100.0% | Sold out |
| Private Wealth Partners, LLC | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −13,248−100.0% | Sold out |
| Clarkston Capital Partners, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −11,199−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −10,734−100.0% | Sold out |
| SignalPoint Asset Management, LLC | 0 | $0 | 0.00% | −10,523−100.0% | Sold out |
| Selway Asset Management | 0 | $0 | 0.00% | −6,750−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Marquette Asset Management, LLC | 0 | $0 | 0.00% | −4,190−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −1,939−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |