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, Q1 2023
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Mar 31, 2023. 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
- 135
- −1 vs. Q4 2022
- Shares held
- 21.0M
- −380.9K (−1.8%) vs. Q4 2022
- Total value
- $138.2M
- −$16.6M (−10.7%) vs. Q4 2022
- New holders
- 20
- 41 more added
- Sold out
- 21
- 38 more reduced
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 1,984,338 | $13.1M | 1.56% | −1,454,487−42.3% | Reduced |
| Invesco Ltd. | 1,582,422 | $10.4M | 0.00% | −48,444−3.0% | Reduced |
| Sit Investment Associates Inc | 1,456,466 | $9.58M | 0.26% | −434,579−23.0% | Reduced |
| Wells Fargo & Company | 1,456,007 | $9.58M | 0.00% | +110,241+8.2% | Added |
| Morgan Stanley | 1,250,658 | $8.23M | 0.00% | −31,948−2.5% | Reduced |
| Penserra Capital Management LLC | 1,176,722 | $7.74M | 0.16% | +66,002+5.9% | Added |
| Cohen & Steers, Inc. | 925,480 | $6.09M | 0.01% | −10,980−1.2% | Reduced |
| Rivernorth Capital Management, LLC | 879,730 | $5.79M | 0.28% | +879,730 | New |
| Raymond James & Associates | 767,671 | $5.05M | 0.00% | +79,525+11.6% | Added |
| Commonwealth Equity Services, LLC | 460,473 | $3.03M | 0.01% | +23,561+5.4% | Added |
| Protective Life Corp | 440,000 | $2.90M | 1.92% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 382,212 | $2.51M | 0.02% | +45,503+13.5% | Added |
| Moors & Cabot, Inc. | 355,873 | $2.34M | 0.16% | +13,747+4.0% | Added |
| UBS Group AG | 347,550 | $2.29M | 0.00% | +37,934+12.3% | Added |
| Brinker Capital Investments, LLC | 333,750 | $2.20M | 0.03% | +58,702+21.3% | Added |
| Orion Portfolio Solutions, LLC | 333,750 | $2.20M | 0.03% | +274,200+460.5% | Added |
| Bank of America Corp | 332,203 | $2.19M | 0.00% | +72,552+27.9% | Added |
| Claybrook Capital, LLC | 319,268 | $2.10M | 1.17% | +40,518+14.5% | Added |
| Ameriprise Financial Inc | 316,064 | $2.04M | 0.00% | +19,232+6.5% | Added |
| Janney Montgomery Scott LLC | 309,230 | $2.04M | 0.01% | +39,563+14.7% | Added |
| LPL Financial LLC | 277,318 | $1.82M | 0.00% | −39,711−12.5% | Reduced |
| Fiera Capital Corp | 275,652 | $1.81M | 0.01% | −5,531−2.0% | Reduced |
| Woodline Partners LP | 232,650 | $1.53M | 0.02% | +232,650 | New |
| First Trust Advisors LP | 230,550 | $1.52M | 0.00% | −58,100−20.1% | Reduced |
| Envestnet Asset Management Inc | 211,724 | $1.39M | 0.00% | −11,940−5.3% | Reduced |
| Truist Financial Corp | 194,459 | $1.28M | 0.00% | −15,059−7.2% | Reduced |
| Stifel Financial Corp | 186,093 | $1.22M | 0.00% | −47,604−20.4% | Reduced |
| Advisor Group Holdings, Inc. | 181,216 | $1.19M | 0.00% | +8,974+5.2% | Added |
| Shaker Financial Services, LLC | 161,308 | $1.07M | 0.47% | +106,835+196.1% | Added |
| Royal Bank of Canada | 158,572 | $1.04M | 0.00% | +3,362+2.2% | Added |
| CNH Partners LLC | 157,223 | $1.03M | 0.03% | +72,874+86.4% | Added |
| Stratos Wealth Partners, LTD. | 156,608 | $1.03M | 0.03% | −12,939−7.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 155,565 | $1.02M | 0.06% | +65,857+73.4% | Added |
| E&G Advisors, LP | 142,300 | $936.3K | 0.35% | +400+0.3% | Added |
| MSH Capital Advisors LLC | 125,652 | $826.8K | 0.35% | −543−0.4% | Reduced |
| Private Advisor Group, LLC | 124,167 | $817.0K | 0.01% | −7,482−5.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 116,248 | $764.9K | 0.00% | +47,744+69.7% | Added |
| Rockefeller Capital Management L.P. | 113,349 | $745.0K | 0.00% | +6,585+6.2% | Added |
| Cary Street Partner Investment Advisory LLC | 103,502 | $681.0K | 0.05% | −300−0.3% | Reduced |
| Capital Investment Advisors, LLC | 96,405 | $634.3K | 0.02% | −2,650−2.7% | Reduced |
| Thrivent Financial for Lutherans | 93,800 | $618.0K | 0.00% | +7,000+8.1% | Added |
| Mosaic Family Wealth Partners, LLC | 85,863 | $565.0K | 0.12% | −1,203−1.4% | Reduced |
| Cetera Advisor Networks LLC | 80,086 | $527.0K | 0.00% | −4,417−5.2% | Reduced |
| Landscape Capital Management, L.L.C. | 74,210 | $488.3K | 0.07% | +24,027+47.9% | Added |
| GWM Advisors LLC | 75,086 | $460.9K | 0.01% | +2,515+3.5% | Added |
| AE Wealth Management LLC | 67,212 | $442.3K | 0.00% | −8,301−11.0% | Reduced |
| Melfa Wealth Management, LLC | 62,928 | $414.1K | 0.41% | +130.0% | Added |
| Wedbush Securities Inc | 61,764 | $406.0K | 0.02% | +14,318+30.2% | Added |
| RVW Wealth, LLC | 58,500 | $384.9K | 0.05% | +58,500 | New |
| LexAurum Advisors, LLC | 52,940 | $348.3K | 0.12% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 50,570 | $332.8K | 0.03% | −7,091−12.3% | Reduced |
| Carnegie Capital Asset Management, LLC | 48,325 | $318.0K | 0.01% | −2,600−5.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 47,737 | $314.0K | 0.00% | −2,342−4.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 46,551 | $306.3K | 0.00% | −6,263−11.9% | Reduced |
| HighTower Advisors, LLC | 44,995 | $297.0K | 0.00% | −1,976−4.2% | Reduced |
| Operose Advisors LLC | 44,465 | $292.6K | 0.15% | 00.0% | Unchanged |
| Algebris (UK) Ltd | 43,528 | $287.4K | 0.12% | −13,070−23.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 43,496 | $286.2K | 0.08% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 43,136 | $283.8K | 0.06% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 43,110 | $283.7K | 0.01% | +3,235+8.1% | Added |
| Harbour Investments, Inc. | 42,240 | $277.9K | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 36,059 | $237.3K | 0.00% | +36,059 | New |
| Level Four Advisory Services, LLC | 35,615 | $234.3K | 0.02% | +7,371+26.1% | Added |
| Meridian Investment Counsel Inc. | 35,080 | $230.8K | 0.09% | −2,750−7.3% | Reduced |
| Investors Asset Management of Georgia Inc | 35,000 | $230.3K | 0.12% | −6,500−15.7% | Reduced |
| Keybank National Association | 35,000 | $230.3K | 0.00% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 34,766 | $228.8K | 0.05% | +34,766 | New |
| Biechele Royce Advisors | 34,090 | $224.0K | 0.08% | +34,090 | New |
| Wolverine Asset Management LLC | 29,880 | $196.6K | 0.00% | +15,291+104.8% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 31,500 | $192.2K | 0.09% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 27,737 | $182.5K | 0.09% | −3,479−11.1% | Reduced |
| HRT Financial LP | 25,328 | $166.0K | 0.00% | +25,328 | New |
| Veritable, L.P. | 25,000 | $164.5K | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 24,745 | $162.8K | 0.02% | +20.0% | Added |
| Baird Financial Group, Inc. | 23,961 | $157.7K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 22,344 | $147.0K | 0.01% | −17,280−43.6% | Reduced |
| Fifth Third Bancorp | 22,115 | $145.5K | 0.00% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 22,200 | $143.9K | 0.03% | +22,200 | New |
| JPMorgan Chase & Co | 21,424 | $141.0K | 0.00% | +19,311+913.9% | Added |
| Daymark Wealth Partners, LLC | 19,609 | $129.0K | 0.02% | +19,609 | New |
| Stonegate Investment Group, LLC | 19,599 | $129.0K | 0.00% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 19,429 | $127.8K | 0.01% | −1,194−5.8% | Reduced |
| LifeSteps Financial, Inc. | 19,100 | $125.7K | 0.13% | 00.0% | Unchanged |
| National Asset Management, Inc. | 18,793 | $124.5K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 18,300 | $121.3K | 0.08% | +18,300 | New |
| Atria Wealth Solutions, Inc. | 17,625 | $116.8K | 0.00% | −1,600−8.3% | Reduced |
| Cetera Investment Advisers | 17,755 | $116.8K | 0.00% | +1,458+8.9% | Added |
| Shufro Rose & Co LLC | 17,500 | $115.2K | 0.01% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 16,776 | $110.4K | 0.01% | −2,287−12.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 15,921 | $104.8K | 0.00% | +18+0.1% | Added |
| Sigma Planning Corp | 14,675 | $96.6K | 0.00% | +22+0.2% | Added |
| Beacon Pointe Advisors, LLC | 14,341 | $94.4K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 14,060 | $92.5K | 0.00% | −4,625−24.8% | Reduced |
| Davenport & Co LLC | 13,805 | $90.8K | 0.00% | −625−4.3% | Reduced |
| Schechter Investment Advisors, LLC | 13,222 | $87.0K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 12,800 | $84.2K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,552 | $82.6K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 12,550 | $82.6K | 0.00% | +12,550 | New |
| Strategic Financial Concepts, LLC | 12,250 | $80.6K | 0.03% | +12,250 | New |
| Mariner, LLC | 11,584 | $76.0K | 0.00% | +11,584 | New |