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 |
|---|---|---|---|---|---|
| Truist Financial Corp | 200,644 | $1.30M | 0.00% | +6,185+3.2% | Added |
| Stifel Financial Corp | 208,013 | $1.35M | 0.00% | +21,920+11.8% | Added |
| Envestnet Asset Management Inc | 220,962 | $1.43M | 0.00% | +9,238+4.4% | Added |
| LPL Financial LLC | 250,525 | $1.62M | 0.00% | −26,793−9.7% | Reduced |
| First Trust Advisors LP | 251,549 | $1.63M | 0.00% | +20,999+9.1% | Added |
| Woodline Partners LP | 267,151 | $1.73M | 0.02% | +34,501+14.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 267,560 | $1.73M | 0.10% | +111,995+72.0% | Added |
| Fiera Capital Corp | 275,652 | $1.79M | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 287,545 | $1.86M | 0.01% | +174,196+153.7% | Added |
| Janney Montgomery Scott LLC | 304,597 | $1.97M | 0.01% | −4,633−1.5% | Reduced |
| Guggenheim Capital LLC | 308,733 | $2.00M | 0.02% | −73,479−19.2% | Reduced |
| Ameriprise Financial Inc | 314,825 | $2.04M | 0.00% | −1,239−0.4% | Reduced |
| Moors & Cabot, Inc. | 334,087 | $2.16M | 0.14% | −21,786−6.1% | Reduced |
| CNH Partners LLC | 341,421 | $2.21M | 0.10% | +184,198+117.2% | Added |
| Claybrook Capital, LLC | 357,226 | $2.31M | 1.24% | +37,958+11.9% | Added |
| UBS Group AG | 370,668 | $2.40M | 0.00% | +23,118+6.7% | Added |
| Bank of America Corp | 398,868 | $2.58M | 0.00% | +66,665+20.1% | Added |
| Protective Life Corp | 440,000 | $2.85M | 2.26% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 469,929 | $3.04M | 0.01% | +9,456+2.1% | Added |
| Sit Investment Associates Inc | 493,719 | $3.20M | 0.08% | −962,747−66.1% | Reduced |
| 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 |
| Raymond James & Associates | 774,347 | $5.02M | 0.00% | +6,676+0.9% | Added |
| Cohen & Steers, Inc. | 903,919 | $5.86M | 0.01% | −21,561−2.3% | Reduced |
| Morgan Stanley | 1,245,954 | $8.07M | 0.00% | −4,704−0.4% | Reduced |
| Penserra Capital Management LLC | 1,254,946 | $8.13M | 0.16% | +78,224+6.6% | Added |
| Wells Fargo & Company | 1,520,272 | $9.85M | 0.00% | +64,265+4.4% | Added |
| Invesco Ltd. | 1,667,555 | $10.8M | 0.00% | +85,133+5.4% | Added |
| Bramshill Investments, LLC | 1,925,821 | $12.5M | 1.13% | −58,517−2.9% | Reduced |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −879,730−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −96,405−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −36,059−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −25,328−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −21,424−100.0% | Sold out |
| Daymark Wealth Partners, LLC | 0 | $0 | 0.00% | −19,609−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −14,060−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −11,584−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −11,090−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −7,185−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −10,131−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −10,141−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −10,092−100.0% | Sold out |
| Goldstone Financial Group, LLC | 0 | $0 | 0.00% | −10,020−100.0% | Sold out |
| James Investment Research Inc | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,246−100.0% | Sold out |
| Accel Wealth Management | 0 | $0 | 0.00% | −3,050−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,627−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −258−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | – | – | – | – | Not filed |
| Ahrens Investment Partners LLC | – | – | – | – | Not filed |