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 |
|---|---|---|---|---|---|
| Apollon Wealth Management, LLC | 10,984 | $71.2K | 0.00% | +230+2.1% | Added |
| DF Dent & Co Inc | 10,966 | $71.1K | 0.00% | +10,966 | New |
| Cresset Asset Management, LLC | 10,891 | $71.1K | 0.00% | +10,891 | New |
| Sigma Planning Corp | 10,510 | $68.1K | 0.00% | −4,165−28.4% | Reduced |
| Endurance Wealth Management, Inc. | 9,328 | $60.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 7,414 | $48.0K | 0.03% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 7,000 | $45.0K | 0.00% | +7,000 | New |
| Spire Wealth Management | 6,057 | $39.3K | 0.00% | +104+1.7% | Added |
| Proequities, Inc. | 5,645 | $36.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4,233 | $27.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,900 | $25.3K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 3,672 | $24.0K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,385 | $21.9K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,000 | $19.0K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 2,240 | $14.5K | 0.00% | +2,240 | New |
| Focused Wealth Management, Inc | 1,580 | $10.2K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,500 | $9.72K | 0.00% | +1,500 | New |
| Citizens National Bank Trust Department | 1,400 | $9.07K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,076 | $6.97K | 0.00% | +76+7.6% | Added |
| Coppell Advisory Solutions LLC | 801 | $5.15K | 0.00% | +801 | New |
| Hollencrest Capital Management | 781 | $5.06K | 0.00% | +781 | New |
| Caldwell Trust Co | 669 | $4.33K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 420 | $2.72K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 410 | $2.66K | 0.00% | +410 | New |
| Wolff Wiese Magana LLC | 350 | $2.27K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 300 | $2.00K | 0.00% | −2,000−87.0% | Reduced |
| Parallel Advisors, LLC | 136 | $881 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 16 | $104 | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $9 | 0.00% | – | – |
| 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 |