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, 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 | $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, 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 |
|---|---|---|---|---|---|
| Live Oak Investment Partners | – | $9 | 0.00% | – | – |
| EverSource Wealth Advisors, LLC | 16 | $104 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 136 | $881 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 300 | $2.00K | 0.00% | −2,000−87.0% | Reduced |
| Wolff Wiese Magana LLC | 350 | $2.27K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 410 | $2.66K | 0.00% | +410 | New |
| The PNC Financial Services Group, Inc. | 420 | $2.72K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 669 | $4.33K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 781 | $5.06K | 0.00% | +781 | New |
| Coppell Advisory Solutions LLC | 801 | $5.15K | 0.00% | +801 | New |
| Citigroup Inc | 1,076 | $6.97K | 0.00% | +76+7.6% | Added |
| Citizens National Bank Trust Department | 1,400 | $9.07K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,500 | $9.72K | 0.00% | +1,500 | New |
| Focused Wealth Management, Inc | 1,580 | $10.2K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,240 | $14.5K | 0.00% | +2,240 | New |
| FNY Investment Advisers, LLC | 3,000 | $19.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,385 | $21.9K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,672 | $24.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,900 | $25.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4,233 | $27.4K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 5,645 | $36.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 6,057 | $39.3K | 0.00% | +104+1.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 7,000 | $45.0K | 0.00% | +7,000 | New |
| CoreFirst Bank & Trust | 7,414 | $48.0K | 0.03% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 9,328 | $60.0K | 0.01% | 00.0% | Unchanged |
| Sigma Planning Corp | 10,510 | $68.1K | 0.00% | −4,165−28.4% | Reduced |
| Cresset Asset Management, LLC | 10,891 | $71.1K | 0.00% | +10,891 | New |
| DF Dent & Co Inc | 10,966 | $71.1K | 0.00% | +10,966 | New |
| Apollon Wealth Management, LLC | 10,984 | $71.2K | 0.00% | +230+2.1% | Added |
| Csenge Advisory Group | 11,509 | $74.6K | 0.01% | +11,509 | New |
| LifeSteps Financial, Inc. | 11,520 | $74.7K | 0.07% | −7,580−39.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 11,571 | $75.0K | 0.06% | +11,571 | New |
| Strategic Financial Concepts, LLC | 12,250 | $79.4K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,552 | $81.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 12,800 | $82.9K | 0.02% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 13,222 | $85.7K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 13,317 | $86.3K | 0.00% | +767+6.1% | Added |
| Davenport & Co LLC | 13,805 | $89.5K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 14,341 | $92.9K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 14,367 | $93.1K | 0.00% | −3,388−19.1% | Reduced |
| Kestra Advisory Services, LLC | 14,824 | $96.7K | 0.00% | +14,824 | New |
| Boothbay Fund Management, LLC | 16,000 | $103.7K | 0.00% | +16,000 | New |
| Exencial Wealth Advisors, LLC | 16,195 | $104.9K | 0.00% | −3,234−16.6% | Reduced |
| Independent Financial Group, LLC | 16,233 | $105.2K | 0.01% | −543−3.2% | Reduced |
| Atria Wealth Solutions, Inc. | 16,325 | $106.5K | 0.00% | −1,300−7.4% | Reduced |
| CoreCap Advisors, LLC | 17,029 | $110.3K | 0.01% | +17,029 | New |
| Steward Partners Investment Advisory, LLC | 17,054 | $110.5K | 0.00% | +1,133+7.1% | Added |
| Shufro Rose & Co LLC | 17,500 | $113.4K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 18,300 | $119.4K | 0.08% | 00.0% | Unchanged |
| National Asset Management, Inc. | 18,793 | $122.6K | 0.00% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 19,599 | $127.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 20,904 | $134.4K | 0.02% | −1,440−6.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 20,500 | $134.5K | 0.06% | −11,000−34.9% | Reduced |
| NWF Advisory Services Inc. | 22,200 | $143.9K | 0.03% | 00.0% | Unchanged |
| Fifth Third Bancorp | 23,300 | $151.0K | 0.00% | +1,185+5.4% | Added |
| Baird Financial Group, Inc. | 23,461 | $152.0K | 0.00% | −500−2.1% | Reduced |
| Ausdal Financial Partners, Inc. | 24,407 | $158.2K | 0.02% | −338−1.4% | Reduced |
| Palogic Value Management, L.P. | 24,737 | $160.3K | 0.08% | −3,000−10.8% | Reduced |
| Wealthcare Advisory Partners LLC | 24,910 | $161.4K | 0.01% | +24,910 | New |
| Veritable, L.P. | 25,000 | $162.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 32,000 | $207.4K | 0.00% | −3,000−8.6% | Reduced |
| Meridian Investment Counsel Inc. | 32,850 | $212.9K | 0.08% | −2,230−6.4% | Reduced |
| Biechele Royce Advisors | 34,090 | $221.0K | 0.08% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 34,767 | $225.3K | 0.04% | +10.0% | Added |
| Investors Asset Management of Georgia Inc | 35,000 | $226.8K | 0.12% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 35,045 | $227.0K | 0.00% | −9,950−22.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 37,470 | $242.8K | 0.02% | −13,100−25.9% | Reduced |
| Oppenheimer & Co Inc | 37,935 | $245.8K | 0.00% | +37,935 | New |
| Susquehanna International Group, LLP | 40,851 | $264.7K | 0.00% | +40,851 | New |
| Level Four Advisory Services, LLC | 41,309 | $267.7K | 0.02% | +5,694+16.0% | Added |
| Harbour Investments, Inc. | 41,360 | $268.0K | 0.01% | −880−2.1% | Reduced |
| Carnegie Capital Asset Management, LLC | 42,102 | $272.8K | 0.01% | −6,223−12.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 43,071 | $279.0K | 0.00% | −4,666−9.8% | Reduced |
| RMB Capital Management, LLC | 43,110 | $279.4K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 43,128 | $279.5K | 0.00% | −3,423−7.4% | Reduced |
| Algebris (UK) Ltd | 43,528 | $280.9K | 0.14% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 43,496 | $281.9K | 0.08% | 00.0% | Unchanged |
| Operose Advisors LLC | 44,465 | $288.1K | 0.13% | 00.0% | Unchanged |
| AE Wealth Management LLC | 44,844 | $290.6K | 0.00% | −22,368−33.3% | Reduced |
| Live Oak Private Wealth LLC | 51,460 | $333.5K | 0.07% | +8,324+19.3% | Added |
| LexAurum Advisors, LLC | 52,940 | $343.1K | 0.10% | 00.0% | Unchanged |
| Almitas Capital LLC | 53,916 | $355.8K | 0.15% | +53,916 | New |
| RVW Wealth, LLC | 58,500 | $379.1K | 0.04% | 00.0% | Unchanged |
| Wedbush Securities Inc | 60,996 | $395.0K | 0.02% | −768−1.2% | Reduced |
| Melfa Wealth Management, LLC | 62,950 | $407.9K | 0.41% | +220.0% | Added |
| GWM Advisors LLC | 74,913 | $485.4K | 0.01% | −173−0.2% | Reduced |
| Wolverine Asset Management LLC | 77,386 | $501.5K | 0.01% | +47,506+159.0% | Added |
| Cetera Advisor Networks LLC | 78,495 | $508.6K | 0.00% | −1,591−2.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 84,542 | $547.8K | 0.11% | −1,321−1.5% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 92,937 | $602.2K | 0.00% | −23,311−20.1% | Reduced |
| Thrivent Financial for Lutherans | 93,800 | $608.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 101,002 | $654.5K | 0.04% | −2,500−2.4% | Reduced |
| Private Advisor Group, LLC | 122,655 | $794.8K | 0.01% | −1,512−1.2% | Reduced |
| MSH Capital Advisors LLC | 122,703 | $795.1K | 0.29% | −2,949−2.3% | Reduced |
| Landscape Capital Management, L.L.C. | 132,201 | $856.7K | 0.11% | +57,991+78.1% | Added |
| E&G Advisors, LP | 141,800 | $918.9K | 0.32% | −500−0.4% | Reduced |
| Stratos Wealth Partners, LTD. | 161,834 | $1.05M | 0.02% | +5,226+3.3% | Added |
| Shaker Financial Services, LLC | 166,631 | $1.09M | 0.47% | +5,323+3.3% | Added |
| Advisor Group Holdings, Inc. | 174,081 | $1.13M | 0.00% | −7,135−3.9% | Reduced |
| Royal Bank of Canada | 189,560 | $1.23M | 0.00% | +30,988+19.5% | Added |