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.
Q1 2023 vs. Q4 2022
How the institutions holding Nuveen Preferred & Income Opportunities Fund changed between Q4 2022 and Q1 2023.
All holders in Q1 2023All holders in Q4 2022
| Measure | Q4 2022 | Of which not filed for Q1 2023 | Q1 2023 | Change |
|---|---|---|---|---|
| Holders | 138 | 2 | 135 | −1 |
| Shares | 21.4M | 20.5K | 21.0M | −380.9K (−1.8%) |
| Value | $155.0M | $149.6K | $138.2M | −$16.6M (−10.7%) |
2 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (20)
Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q1 2023 but not at the end of Q4 2022.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Rivernorth Capital Management, LLC | 879,730 | $5.79M | 0.28% |
| Woodline Partners LP | 232,650 | $1.53M | 0.02% |
| RVW Wealth, LLC | 58,500 | $384.9K | 0.05% |
| Jane Street Group, LLC | 36,059 | $237.3K | 0.00% |
| TCG Advisory Services, LLC | 34,766 | $228.8K | 0.05% |
| Biechele Royce Advisors | 34,090 | $224.0K | 0.08% |
| HRT Financial LP | 25,328 | $166.0K | 0.00% |
| NWF Advisory Services Inc. | 22,200 | $143.9K | 0.03% |
| Daymark Wealth Partners, LLC | 19,609 | $129.0K | 0.02% |
| Imprint Wealth LLC | 18,300 | $121.3K | 0.08% |
| Cetera Advisors LLC | 12,550 | $82.6K | 0.00% |
| Strategic Financial Concepts, LLC | 12,250 | $80.6K | 0.03% |
| Mariner, LLC | 11,584 | $76.0K | 0.00% |
| Avantax Advisory Services, Inc. | 10,141 | $66.7K | 0.00% |
| Goldstone Financial Group, LLC | 10,020 | $65.9K | 0.02% |
| Endurance Wealth Management, Inc. | 9,328 | $61.0K | 0.01% |
| FNY Investment Advisers, LLC | 3,000 | $19.0K | 0.02% |
| Householder Group Estate & Retirement Specialist, LLC | 2,021 | $13.0K | 0.00% |
| Ahrens Investment Partners LLC | 1,400 | $9.21K | 0.00% |
| AdvisorNet Financial, Inc | 25 | $165 | 0.00% |
Sold out (21)
Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q4 2022 and filed for Q1 2023 without it.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| Ibex Wealth Advisors | 389,669 | $2.84M |
| Weiss Asset Management LP | 101,136 | $736.3K |
| Logan Stone Capital, LLC | 91,023 | $662.6K |
| Susquehanna International Group, LLP | 49,560 | $360.8K |
| Wealthcare Advisory Partners LLC | 28,361 | $206.5K |
| Virtu Financial LLC | 24,469 | $178.0K |
| Money Concepts Capital Corp | 20,364 | $148.2K |
| InterOcean Capital Group, LLC | 20,000 | $145.6K |
| Sand Hill Global Advisors, LLC | 16,990 | $123.7K |
| Oxbow Advisors, LLC | 16,650 | $121.2K |
| Two Sigma Securities, LLC | 14,331 | $104.3K |
| Sound View Wealth Advisors Group, LLC | 11,770 | $79.6K |
| CIC Wealth, LLC | 10,800 | $78.6K |
| IAG Wealth Partners, LLC | 2,711 | $19.7K |
| McElhenny Sheffield Capital Management, LLC | 2,000 | $14.6K |
| Romano Brothers and Company | 1,000 | $7.28K |
| Ronald Blue Trust, Inc. | 1,007 | $7.00K |
| Coppell Advisory Solutions LLC | 801 | $5.83K |
| Coppell Advisory Solutions Corp. | 801 | $5.83K |
| Barrett & Company, Inc. | 750 | $5.46K |
| Tower Research Capital LLC (TRC) | 11 | $0 |
Not filed for Q1 2023 yet (2)
Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q4 2022 and haven't filed a 13F for Q1 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2022 | Value, Q4 2022 |
|---|---|---|
| CoreCap Advisors, LLC | 19,049 | $138.7K |
| Glass Jacobson Investment Advisors llc | 1,500 | $10.9K |