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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $7 | 0.00% | −2,034−100.0% | Reduced |
| Live Oak Investment Partners | – | $9 | 0.00% | – | – |
| EverSource Wealth Advisors, LLC | 16 | $105 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $165 | 0.00% | +25 | New |
| Parallel Advisors, LLC | 136 | $895 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 258 | $1.70K | 0.00% | −25,921−99.0% | Reduced |
| Wolff Wiese Magana LLC | 350 | $2.30K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 420 | $2.76K | 0.00% | −5,125−92.4% | Reduced |
| Caldwell Trust Co | 669 | $4.40K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,000 | $6.58K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,400 | $9.21K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,400 | $9.21K | 0.00% | +1,400 | New |
| Focused Wealth Management, Inc | 1,580 | $10.4K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,627 | $10.7K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,021 | $13.0K | 0.00% | +2,021 | New |
| CWM, LLC | 2,300 | $15.0K | 0.00% | +1,924+511.7% | Added |
| FNY Investment Advisers, LLC | 3,000 | $19.0K | 0.02% | +3,000 | New |
| Accel Wealth Management | 3,050 | $20.1K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,246 | $21.4K | 0.00% | +15+0.5% | Added |
| Hexagon Capital Partners LLC | 3,385 | $22.3K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,672 | $24.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,900 | $25.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4,233 | $27.9K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 5,645 | $37.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 5,953 | $39.2K | 0.00% | +1,140+23.7% | Added |
| James Investment Research Inc | 7,000 | $46.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 7,414 | $48.8K | 0.04% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 9,328 | $61.0K | 0.01% | +9,328 | New |
| Goldstone Financial Group, LLC | 10,020 | $65.9K | 0.02% | +10,020 | New |
| Herold Advisors, Inc. | 10,092 | $66.4K | 0.02% | +10.0% | Added |
| Avantax Advisory Services, Inc. | 10,141 | $66.7K | 0.00% | +10,141 | New |
| Centaurus Financial, Inc. | 10,131 | $67.0K | 0.01% | +10.0% | Added |
| Apollon Wealth Management, LLC | 10,754 | $70.8K | 0.00% | +131+1.2% | Added |
| IFP Advisors, Inc | 7,185 | $71.1K | 0.00% | +3,874+117.0% | Added |
| Walleye Capital LLC | 11,090 | $73.0K | 0.00% | −2,839−20.4% | Reduced |
| Mariner, LLC | 11,584 | $76.0K | 0.00% | +11,584 | New |
| Strategic Financial Concepts, LLC | 12,250 | $80.6K | 0.03% | +12,250 | New |
| Cetera Advisors LLC | 12,550 | $82.6K | 0.00% | +12,550 | New |
| Cerity Partners LLC | 12,552 | $82.6K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 12,800 | $84.2K | 0.02% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 13,222 | $87.0K | 0.01% | 00.0% | Unchanged |
| Davenport & Co LLC | 13,805 | $90.8K | 0.00% | −625−4.3% | Reduced |
| Creative Planning | 14,060 | $92.5K | 0.00% | −4,625−24.8% | Reduced |
| Beacon Pointe Advisors, LLC | 14,341 | $94.4K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 14,675 | $96.6K | 0.00% | +22+0.2% | Added |
| Steward Partners Investment Advisory, LLC | 15,921 | $104.8K | 0.00% | +18+0.1% | Added |
| Independent Financial Group, LLC | 16,776 | $110.4K | 0.01% | −2,287−12.0% | Reduced |
| Shufro Rose & Co LLC | 17,500 | $115.2K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 17,755 | $116.8K | 0.00% | +1,458+8.9% | Added |
| Atria Wealth Solutions, Inc. | 17,625 | $116.8K | 0.00% | −1,600−8.3% | Reduced |
| Imprint Wealth LLC | 18,300 | $121.3K | 0.08% | +18,300 | New |
| National Asset Management, Inc. | 18,793 | $124.5K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 19,100 | $125.7K | 0.13% | 00.0% | Unchanged |
| Exencial Wealth Advisors, LLC | 19,429 | $127.8K | 0.01% | −1,194−5.8% | Reduced |
| Stonegate Investment Group, LLC | 19,599 | $129.0K | 0.00% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 19,609 | $129.0K | 0.02% | +19,609 | New |
| JPMorgan Chase & Co | 21,424 | $141.0K | 0.00% | +19,311+913.9% | Added |
| NWF Advisory Services Inc. | 22,200 | $143.9K | 0.03% | +22,200 | New |
| Fifth Third Bancorp | 22,115 | $145.5K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 22,344 | $147.0K | 0.01% | −17,280−43.6% | Reduced |
| Baird Financial Group, Inc. | 23,961 | $157.7K | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 24,745 | $162.8K | 0.02% | +20.0% | Added |
| Veritable, L.P. | 25,000 | $164.5K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 25,328 | $166.0K | 0.00% | +25,328 | New |
| Palogic Value Management, L.P. | 27,737 | $182.5K | 0.09% | −3,479−11.1% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 31,500 | $192.2K | 0.09% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 29,880 | $196.6K | 0.00% | +15,291+104.8% | Added |
| Biechele Royce Advisors | 34,090 | $224.0K | 0.08% | +34,090 | New |
| TCG Advisory Services, LLC | 34,766 | $228.8K | 0.05% | +34,766 | New |
| 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 |
| Meridian Investment Counsel Inc. | 35,080 | $230.8K | 0.09% | −2,750−7.3% | Reduced |
| Level Four Advisory Services, LLC | 35,615 | $234.3K | 0.02% | +7,371+26.1% | Added |
| Jane Street Group, LLC | 36,059 | $237.3K | 0.00% | +36,059 | New |
| Harbour Investments, Inc. | 42,240 | $277.9K | 0.02% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 43,110 | $283.7K | 0.01% | +3,235+8.1% | Added |
| Live Oak Private Wealth LLC | 43,136 | $283.8K | 0.06% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 43,496 | $286.2K | 0.08% | 00.0% | Unchanged |
| Algebris (UK) Ltd | 43,528 | $287.4K | 0.12% | −13,070−23.1% | Reduced |
| Operose Advisors LLC | 44,465 | $292.6K | 0.15% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 44,995 | $297.0K | 0.00% | −1,976−4.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 46,551 | $306.3K | 0.00% | −6,263−11.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 47,737 | $314.0K | 0.00% | −2,342−4.7% | Reduced |
| Carnegie Capital Asset Management, LLC | 48,325 | $318.0K | 0.01% | −2,600−5.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 50,570 | $332.8K | 0.03% | −7,091−12.3% | Reduced |
| LexAurum Advisors, LLC | 52,940 | $348.3K | 0.12% | 00.0% | Unchanged |
| RVW Wealth, LLC | 58,500 | $384.9K | 0.05% | +58,500 | New |
| Wedbush Securities Inc | 61,764 | $406.0K | 0.02% | +14,318+30.2% | Added |
| Melfa Wealth Management, LLC | 62,928 | $414.1K | 0.41% | +130.0% | Added |
| AE Wealth Management LLC | 67,212 | $442.3K | 0.00% | −8,301−11.0% | Reduced |
| GWM Advisors LLC | 75,086 | $460.9K | 0.01% | +2,515+3.5% | Added |
| Landscape Capital Management, L.L.C. | 74,210 | $488.3K | 0.07% | +24,027+47.9% | Added |
| Cetera Advisor Networks LLC | 80,086 | $527.0K | 0.00% | −4,417−5.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 85,863 | $565.0K | 0.12% | −1,203−1.4% | Reduced |
| Thrivent Financial for Lutherans | 93,800 | $618.0K | 0.00% | +7,000+8.1% | Added |
| Capital Investment Advisors, LLC | 96,405 | $634.3K | 0.02% | −2,650−2.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 103,502 | $681.0K | 0.05% | −300−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 113,349 | $745.0K | 0.00% | +6,585+6.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 116,248 | $764.9K | 0.00% | +47,744+69.7% | Added |
| Private Advisor Group, LLC | 124,167 | $817.0K | 0.01% | −7,482−5.7% | Reduced |