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, Q3 2023
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Sep 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
- 140
- +12 vs. Q2 2023
- Shares held
- 22.2M
- +1.81M (+8.9%) vs. Q2 2023
- Total value
- $140.6M
- +$8.44M (+6.4%) vs. Q2 2023
- New holders
- 23
- 32 more added
- Sold out
- 11
- 44 more reduced
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 1,846,795 | $11.7M | 0.00% | +600,841+48.2% | Added |
| Penserra Capital Management LLC | 1,719,629 | $10.9M | 0.22% | +464,683+37.0% | Added |
| Rivernorth Capital Management, LLC | 1,684,591 | $10.7M | 0.56% | +1,684,591 | New |
| Wells Fargo & Company | 1,579,167 | $10.0M | 0.00% | +58,895+3.9% | Added |
| Invesco Ltd. | 1,576,613 | $9.98M | 0.00% | −90,942−5.5% | Reduced |
| Cohen & Steers, Inc. | 881,424 | $5.58M | 0.01% | −22,495−2.5% | Reduced |
| Raymond James & Associates | 809,467 | $5.12M | 0.00% | +35,120+4.5% | Added |
| CNH Partners LLC | 802,725 | $5.08M | 0.23% | +461,304+135.1% | Added |
| Commonwealth Equity Services, LLC | 561,216 | $3.55M | 0.01% | +91,287+19.4% | Added |
| Bank of America Corp | 442,262 | $2.80M | 0.00% | +43,394+10.9% | Added |
| Protective Life Corp | 440,000 | $2.79M | 21.03% | 00.0% | Unchanged |
| Forum Private Client Group LLC | 440,000 | $2.79M | 21.03% | +440,000 | New |
| Rpo LLC | 428,442 | $2.71M | 4.62% | +428,442 | New |
| Claybrook Capital, LLC | 357,226 | $2.26M | 1.29% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 329,363 | $2.08M | 0.13% | +61,803+23.1% | Added |
| Moors & Cabot, Inc. | 317,164 | $2.01M | 0.14% | −16,923−5.1% | Reduced |
| Ameriprise Financial Inc | 313,874 | $1.98M | 0.00% | −951−0.3% | Reduced |
| Guggenheim Capital LLC | 296,466 | $1.88M | 0.02% | −12,267−4.0% | Reduced |
| Rockefeller Capital Management L.P. | 289,883 | $1.83M | 0.01% | +2,338+0.8% | Added |
| Brinker Capital Investments, LLC | 282,188 | $1.79M | 0.02% | −316,987−52.9% | Reduced |
| Orion Portfolio Solutions, LLC | 282,188 | $1.79M | 0.02% | −316,987−52.9% | Reduced |
| Fiera Capital Corp | 275,262 | $1.74M | 0.01% | −390−0.1% | Reduced |
| UBS Group AG | 268,932 | $1.70M | 0.00% | −101,736−27.4% | Reduced |
| Stifel Financial Corp | 264,166 | $1.67M | 0.00% | +56,153+27.0% | Added |
| First Trust Advisors LP | 251,317 | $1.59M | 0.00% | −232−0.1% | Reduced |
| LPL Financial LLC | 248,418 | $1.57M | 0.00% | −2,107−0.8% | Reduced |
| Janney Montgomery Scott LLC | 233,197 | $1.48M | 0.01% | −71,400−23.4% | Reduced |
| Advisor Group Holdings, Inc. | 221,285 | $1.40M | 0.00% | +47,204+27.1% | Added |
| Boothbay Fund Management, LLC | 216,799 | $1.37M | 0.05% | +200,799+1,255.0% | Added |
| Envestnet Asset Management Inc | 211,551 | $1.34M | 0.00% | −9,411−4.3% | Reduced |
| Algebris (UK) Ltd | 191,034 | $1.21M | 0.62% | +147,506+338.9% | Added |
| Royal Bank of Canada | 188,011 | $1.19M | 0.00% | −1,549−0.8% | Reduced |
| Truist Financial Corp | 187,334 | $1.19M | 0.00% | −13,310−6.6% | Reduced |
| Stratos Wealth Partners, LTD. | 181,566 | $1.15M | 0.02% | +19,732+12.2% | Added |
| Jupiter Wealth Management LLC | 182,794 | $1.13M | 0.73% | +182,794 | New |
| Shaker Financial Services, LLC | 166,631 | $1.06M | 0.50% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 167,373 | $1.06M | 0.14% | +35,172+26.6% | Added |
| E&G Advisors, LP | 139,100 | $880.7K | 0.32% | −2,700−1.9% | Reduced |
| MSH Capital Advisors LLC | 122,703 | $776.7K | 0.30% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 119,943 | $759.2K | 0.01% | −2,712−2.2% | Reduced |
| Wolverine Asset Management LLC | 103,243 | $653.5K | 0.01% | +25,857+33.4% | Added |
| Creative Planning | 101,881 | $644.9K | 0.00% | +101,881 | New |
| Cary Street Partner Investment Advisory LLC | 101,002 | $639.3K | 0.03% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 95,226 | $602.8K | 0.00% | +2,289+2.5% | Added |
| Capital Investment Advisors, LLC | 94,830 | $600.3K | 0.02% | +94,830 | New |
| Thrivent Financial for Lutherans | 93,800 | $594.0K | 0.00% | 00.0% | Unchanged |
| Woodline Partners LP | 89,312 | $565.3K | 0.01% | −177,839−66.6% | Reduced |
| Advisors Asset Management, Inc. | 84,692 | $536.1K | 0.01% | +84,692 | New |
| Mosaic Family Wealth Partners, LLC | 78,746 | $498.5K | 0.10% | −5,796−6.9% | Reduced |
| Cetera Advisor Networks LLC | 77,796 | $492.4K | 0.00% | −699−0.9% | Reduced |
| GWM Advisors LLC | 68,040 | $430.7K | 0.00% | −6,873−9.2% | Reduced |
| Melfa Wealth Management, LLC | 63,037 | $399.0K | 0.43% | +87+0.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 59,445 | $376.0K | 0.00% | +16,374+38.0% | Added |
| RVW Wealth, LLC | 58,500 | $370.3K | 0.04% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 57,761 | $365.6K | 0.04% | −1,868,060−97.0% | Reduced |
| Live Oak Private Wealth LLC | 51,460 | $325.7K | 0.07% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 49,940 | $316.1K | 0.09% | −3,000−5.7% | Reduced |
| Operose Advisors LLC | 44,465 | $281.5K | 0.11% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 43,496 | $275.3K | 0.08% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 43,479 | $275.2K | 0.02% | +2,170+5.3% | Added |
| Northwestern Mutual Wealth Management Co | 41,935 | $265.4K | 0.00% | −1,193−2.8% | Reduced |
| Saba Capital Management, L.P. | 41,363 | $261.8K | 0.01% | +41,363 | New |
| Harbour Investments, Inc. | 41,360 | $261.8K | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 40,696 | $258.0K | 0.01% | −20,300−33.3% | Reduced |
| Oppenheimer & Co Inc | 37,649 | $238.3K | 0.00% | −286−0.8% | Reduced |
| RMB Capital Management, LLC | 37,585 | $237.9K | 0.01% | −5,525−12.8% | Reduced |
| HighTower Advisors, LLC | 35,901 | $227.0K | 0.00% | +856+2.4% | Added |
| Investors Asset Management of Georgia Inc | 35,000 | $221.0K | 0.12% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 34,835 | $220.5K | 0.03% | +68+0.2% | Added |
| Biechele Royce Advisors | 34,090 | $216.0K | 0.08% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 32,850 | $207.9K | 0.08% | 00.0% | Unchanged |
| Keybank National Association | 32,000 | $202.6K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 30,050 | $190.2K | 0.01% | −7,420−19.8% | Reduced |
| Ameritas Advisory Services, LLC | 30,004 | $181.8K | 0.01% | +9,100+43.5% | Added |
| AE Wealth Management LLC | 27,891 | $176.5K | 0.00% | −16,953−37.8% | Reduced |
| Wealthcare Advisory Partners LLC | 26,940 | $170.5K | 0.01% | +2,030+8.1% | Added |
| Jane Street Group, LLC | 26,656 | $168.7K | 0.00% | +26,656 | New |
| Pathstone Family Office, LLC | 25,000 | $158.3K | 0.00% | +25,000 | New |
| Palogic Value Management, L.P. | 24,737 | $156.6K | 0.08% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 24,336 | $154.0K | 0.02% | −71−0.3% | Reduced |
| Baird Financial Group, Inc. | 22,511 | $142.5K | 0.00% | −950−4.0% | Reduced |
| Fifth Third Bancorp | 22,115 | $140.0K | 0.00% | −1,185−5.1% | Reduced |
| NWF Advisory Services Inc. | 21,200 | $134.2K | 0.03% | −1,000−4.5% | Reduced |
| Comerica Bank | 20,442 | $129.4K | 0.00% | +20,442 | New |
| Stonegate Investment Group, LLC | 19,599 | $124.1K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,958 | $120.0K | 0.00% | +4,591+32.0% | Added |
| Imprint Wealth LLC | 18,300 | $116.6K | 0.10% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 17,500 | $110.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 17,086 | $108.2K | 0.00% | +32+0.2% | Added |
| CoreCap Advisors, LLC | 17,029 | $107.8K | 0.01% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 16,425 | $104.7K | 0.00% | +100+0.6% | Added |
| Captrust Financial Advisors | 16,052 | $101.6K | 0.00% | +16,052 | New |
| Exencial Wealth Advisors, LLC | 15,499 | $98.1K | 0.00% | −696−4.3% | Reduced |
| Logan Stone Capital, LLC | 15,000 | $95.0K | 0.03% | +15,000 | New |
| Beacon Pointe Advisors, LLC | 14,541 | $92.0K | 0.00% | +200+1.4% | Added |
| Davenport & Co LLC | 13,805 | $87.4K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 13,800 | $87.4K | 0.00% | +13,800 | New |
| Independent Financial Group, LLC | 13,704 | $86.7K | 0.01% | −2,529−15.6% | Reduced |
| Prospera Financial Services Inc | 13,630 | $86.3K | 0.00% | +13,630 | New |
| Cetera Advisors LLC | 13,317 | $84.3K | 0.00% | 00.0% | Unchanged |