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 $523.1M in total; no superinvestor holds it.
13F holders, Q2 2023
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Jun 30, 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
- 129
- −4 vs. Q1 2023
- Shares held
- 20.4M
- −606.3K (−2.9%) vs. Q1 2023
- Total value
- $132.3M
- −$5.95M (−4.3%) vs. Q1 2023
- New holders
- 17
- 33 more added
- Sold out
- 21
- 40 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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 | $523.1M |
| Q1 2026 | 326 | $490.7M |
| Q4 2025 | 330 | $529.7M |
| Q3 2025 | 314 | $542.5M |
| Q2 2025 | 289 | $479.7M |
| Q1 2025 | 284 | $489.2M |
| Q4 2024 | 298 | $495.8M |
| Q3 2024 | 289 | $572.3M |
| Q2 2024 | 281 | $664.7M |
| Q1 2024 | 286 | $787.3M |
| Q4 2023 | 298 | $652.6M |
| 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 | $147.4M |
| Q1 2022 | 139 | $196.4M |
| Q4 2021 | 141 | $225.0M |
| Q3 2021 | 127 | $203.1M |
| Q2 2021 | 126 | $207.7M |
| Q1 2021 | 127 | $194.7M |
Institutions, Q2 2023
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 1,925,821 | $12.5M | 1.13% | −58,517−2.9% | Reduced |
| Invesco Ltd. | 1,667,555 | $10.8M | 0.00% | +85,133+5.4% | Added |
| Wells Fargo & Company | 1,520,272 | $9.85M | 0.00% | +64,265+4.4% | Added |
| Penserra Capital Management LLC | 1,254,946 | $8.13M | 0.16% | +78,224+6.6% | Added |
| Morgan Stanley | 1,245,954 | $8.07M | 0.00% | −4,704−0.4% | Reduced |
| Cohen & Steers, Inc. | 903,919 | $5.86M | 0.01% | −21,561−2.3% | Reduced |
| Raymond James & Associates | 774,347 | $5.02M | 0.00% | +6,676+0.9% | Added |
| Brinker Capital Investments, LLC | 599,175 | $3.88M | 0.04% | +265,425+79.5% | Added |
| Orion Portfolio Solutions, LLC | 599,175 | $3.88M | 0.04% | +265,425+79.5% | Added |
| Sit Investment Associates Inc | 493,719 | $3.20M | 0.08% | −962,747−66.1% | Reduced |
| Commonwealth Equity Services, LLC | 469,929 | $3.04M | 0.01% | +9,456+2.1% | Added |
| Protective Life Corp | 440,000 | $2.85M | 2.26% | 00.0% | Unchanged |
| Bank of America Corp | 398,868 | $2.58M | 0.00% | +66,665+20.1% | Added |
| UBS Group AG | 370,668 | $2.40M | 0.00% | +23,118+6.7% | Added |
| Claybrook Capital, LLC | 357,226 | $2.31M | 1.24% | +37,958+11.9% | Added |
| CNH Partners LLC | 341,421 | $2.21M | 0.10% | +184,198+117.2% | Added |
| Moors & Cabot, Inc. | 334,087 | $2.16M | 0.14% | −21,786−6.1% | Reduced |
| Ameriprise Financial Inc | 314,825 | $2.04M | 0.00% | −1,239−0.4% | Reduced |
| Guggenheim Capital LLC | 308,733 | $2.00M | 0.02% | −73,479−19.2% | Reduced |
| Janney Montgomery Scott LLC | 304,597 | $1.97M | 0.01% | −4,633−1.5% | Reduced |
| Rockefeller Capital Management L.P. | 287,545 | $1.86M | 0.01% | +174,196+153.7% | Added |
| Fiera Capital Corp | 275,652 | $1.79M | 0.01% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 267,560 | $1.73M | 0.10% | +111,995+72.0% | Added |
| Woodline Partners LP | 267,151 | $1.73M | 0.02% | +34,501+14.8% | Added |
| First Trust Advisors LP | 251,549 | $1.63M | 0.00% | +20,999+9.1% | Added |
| LPL Financial LLC | 250,525 | $1.62M | 0.00% | −26,793−9.7% | Reduced |
| Envestnet Asset Management Inc | 220,962 | $1.43M | 0.00% | +9,238+4.4% | Added |
| Stifel Financial Corp | 208,013 | $1.35M | 0.00% | +21,920+11.8% | Added |
| Truist Financial Corp | 200,644 | $1.30M | 0.00% | +6,185+3.2% | Added |
| Royal Bank of Canada | 189,560 | $1.23M | 0.00% | +30,988+19.5% | Added |
| Advisor Group Holdings, Inc. | 174,081 | $1.13M | 0.00% | −7,135−3.9% | Reduced |
| Shaker Financial Services, LLC | 166,631 | $1.09M | 0.47% | +5,323+3.3% | Added |
| Stratos Wealth Partners, LTD. | 161,834 | $1.05M | 0.02% | +5,226+3.3% | Added |
| E&G Advisors, LP | 141,800 | $918.9K | 0.32% | −500−0.4% | Reduced |
| Landscape Capital Management, L.L.C. | 132,201 | $856.7K | 0.11% | +57,991+78.1% | Added |
| MSH Capital Advisors LLC | 122,703 | $795.1K | 0.29% | −2,949−2.3% | Reduced |
| Private Advisor Group, LLC | 122,655 | $794.8K | 0.01% | −1,512−1.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 101,002 | $654.5K | 0.04% | −2,500−2.4% | Reduced |
| Thrivent Financial for Lutherans | 93,800 | $608.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 92,937 | $602.2K | 0.00% | −23,311−20.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 84,542 | $547.8K | 0.11% | −1,321−1.5% | Reduced |
| Cetera Advisor Networks LLC | 78,495 | $508.6K | 0.00% | −1,591−2.0% | Reduced |
| Wolverine Asset Management LLC | 77,386 | $501.5K | 0.01% | +47,506+159.0% | Added |
| GWM Advisors LLC | 74,913 | $485.4K | 0.01% | −173−0.2% | Reduced |
| Melfa Wealth Management, LLC | 62,950 | $407.9K | 0.41% | +220.0% | Added |
| Wedbush Securities Inc | 60,996 | $395.0K | 0.02% | −768−1.2% | Reduced |
| RVW Wealth, LLC | 58,500 | $379.1K | 0.04% | 00.0% | Unchanged |
| Almitas Capital LLC | 53,916 | $355.8K | 0.15% | +53,916 | New |
| LexAurum Advisors, LLC | 52,940 | $343.1K | 0.10% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 51,460 | $333.5K | 0.07% | +8,324+19.3% | Added |
| AE Wealth Management LLC | 44,844 | $290.6K | 0.00% | −22,368−33.3% | Reduced |
| Operose Advisors LLC | 44,465 | $288.1K | 0.13% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 43,496 | $281.9K | 0.08% | 00.0% | Unchanged |
| Algebris (UK) Ltd | 43,528 | $280.9K | 0.14% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 43,128 | $279.5K | 0.00% | −3,423−7.4% | Reduced |
| RMB Capital Management, LLC | 43,110 | $279.4K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 43,071 | $279.0K | 0.00% | −4,666−9.8% | Reduced |
| Carnegie Capital Asset Management, LLC | 42,102 | $272.8K | 0.01% | −6,223−12.9% | Reduced |
| Harbour Investments, Inc. | 41,360 | $268.0K | 0.01% | −880−2.1% | Reduced |
| Level Four Advisory Services, LLC | 41,309 | $267.7K | 0.02% | +5,694+16.0% | Added |
| Susquehanna International Group, LLP | 40,851 | $264.7K | 0.00% | +40,851 | New |
| Oppenheimer & Co Inc | 37,935 | $245.8K | 0.00% | +37,935 | New |
| Gerber Kawasaki Wealth & Investment Management | 37,470 | $242.8K | 0.02% | −13,100−25.9% | Reduced |
| HighTower Advisors, LLC | 35,045 | $227.0K | 0.00% | −9,950−22.1% | Reduced |
| Investors Asset Management of Georgia Inc | 35,000 | $226.8K | 0.12% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 34,767 | $225.3K | 0.04% | +10.0% | Added |
| Biechele Royce Advisors | 34,090 | $221.0K | 0.08% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 32,850 | $212.9K | 0.08% | −2,230−6.4% | Reduced |
| Keybank National Association | 32,000 | $207.4K | 0.00% | −3,000−8.6% | Reduced |
| Veritable, L.P. | 25,000 | $162.0K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 24,910 | $161.4K | 0.01% | +24,910 | New |
| Palogic Value Management, L.P. | 24,737 | $160.3K | 0.08% | −3,000−10.8% | Reduced |
| Ausdal Financial Partners, Inc. | 24,407 | $158.2K | 0.02% | −338−1.4% | Reduced |
| Baird Financial Group, Inc. | 23,461 | $152.0K | 0.00% | −500−2.1% | Reduced |
| Fifth Third Bancorp | 23,300 | $151.0K | 0.00% | +1,185+5.4% | Added |
| NWF Advisory Services Inc. | 22,200 | $143.9K | 0.03% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 20,500 | $134.5K | 0.06% | −11,000−34.9% | Reduced |
| Ameritas Advisory Services, LLC | 20,904 | $134.4K | 0.02% | −1,440−6.4% | Reduced |
| Stonegate Investment Group, LLC | 19,599 | $127.0K | 0.00% | 00.0% | Unchanged |
| National Asset Management, Inc. | 18,793 | $122.6K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 18,300 | $119.4K | 0.08% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 17,500 | $113.4K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 17,054 | $110.5K | 0.00% | +1,133+7.1% | Added |
| CoreCap Advisors, LLC | 17,029 | $110.3K | 0.01% | +17,029 | New |
| Atria Wealth Solutions, Inc. | 16,325 | $106.5K | 0.00% | −1,300−7.4% | Reduced |
| Independent Financial Group, LLC | 16,233 | $105.2K | 0.01% | −543−3.2% | Reduced |
| Exencial Wealth Advisors, LLC | 16,195 | $104.9K | 0.00% | −3,234−16.6% | Reduced |
| Boothbay Fund Management, LLC | 16,000 | $103.7K | 0.00% | +16,000 | New |
| Kestra Advisory Services, LLC | 14,824 | $96.7K | 0.00% | +14,824 | New |
| Cetera Investment Advisers | 14,367 | $93.1K | 0.00% | −3,388−19.1% | Reduced |
| Beacon Pointe Advisors, LLC | 14,341 | $92.9K | 0.00% | 00.0% | Unchanged |
| Davenport & Co LLC | 13,805 | $89.5K | 0.00% | 00.0% | Unchanged |
| Cetera Advisors LLC | 13,317 | $86.3K | 0.00% | +767+6.1% | Added |
| Schechter Investment Advisors, LLC | 13,222 | $85.7K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 12,800 | $82.9K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,552 | $81.3K | 0.00% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 12,250 | $79.4K | 0.03% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 11,571 | $75.0K | 0.06% | +11,571 | New |
| LifeSteps Financial, Inc. | 11,520 | $74.7K | 0.07% | −7,580−39.7% | Reduced |
| Csenge Advisory Group | 11,509 | $74.6K | 0.01% | +11,509 | New |