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 |
|---|---|---|---|---|---|
| Walleye Capital LLC | 11,090 | $73.0K | 0.00% | −2,839−20.4% | Reduced |
| IFP Advisors, Inc | 7,185 | $71.1K | 0.00% | +3,874+117.0% | Added |
| Apollon Wealth Management, LLC | 10,754 | $70.8K | 0.00% | +131+1.2% | Added |
| Centaurus Financial, Inc. | 10,131 | $67.0K | 0.01% | +10.0% | Added |
| Avantax Advisory Services, Inc. | 10,141 | $66.7K | 0.00% | +10,141 | New |
| Herold Advisors, Inc. | 10,092 | $66.4K | 0.02% | +10.0% | Added |
| Goldstone Financial Group, LLC | 10,020 | $65.9K | 0.02% | +10,020 | New |
| Endurance Wealth Management, Inc. | 9,328 | $61.0K | 0.01% | +9,328 | New |
| CoreFirst Bank & Trust | 7,414 | $48.8K | 0.04% | 00.0% | Unchanged |
| James Investment Research Inc | 7,000 | $46.0K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 5,953 | $39.2K | 0.00% | +1,140+23.7% | Added |
| Proequities, Inc. | 5,645 | $37.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4,233 | $27.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,900 | $25.7K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,672 | $24.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,385 | $22.3K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,246 | $21.4K | 0.00% | +15+0.5% | Added |
| Accel Wealth Management | 3,050 | $20.1K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,000 | $19.0K | 0.02% | +3,000 | New |
| CWM, LLC | 2,300 | $15.0K | 0.00% | +1,924+511.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,021 | $13.0K | 0.00% | +2,021 | New |
| Belpointe Asset Management LLC | 1,627 | $10.7K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,580 | $10.4K | 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 |
| Citigroup Inc | 1,000 | $6.58K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 669 | $4.40K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 420 | $2.76K | 0.00% | −5,125−92.4% | Reduced |
| Wolff Wiese Magana LLC | 350 | $2.30K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 258 | $1.70K | 0.00% | −25,921−99.0% | Reduced |
| Parallel Advisors, LLC | 136 | $895 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $165 | 0.00% | +25 | New |
| EverSource Wealth Advisors, LLC | 16 | $105 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $9 | 0.00% | – | – |
| FMR LLC | 1 | $7 | 0.00% | −2,034−100.0% | Reduced |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −389,669−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −101,136−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −91,023−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −49,560−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −28,361−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −24,469−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −20,364−100.0% | Sold out |
| InterOcean Capital Group, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Sand Hill Global Advisors, LLC | 0 | $0 | 0.00% | −16,990−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −16,650−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −14,331−100.0% | Sold out |
| Sound View Wealth Advisors Group, LLC | 0 | $0 | 0.00% | −11,770−100.0% | Sold out |
| CIC Wealth, LLC | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| IAG Wealth Partners, LLC | 0 | $0 | 0.00% | −2,711−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −1,007−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −801−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −801−100.0% | Sold out |
| Barrett & Company, Inc. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Glass Jacobson Investment Advisors llc | – | – | – | – | Not filed |