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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.

Q3 2023 vs. Q2 2023

How the institutions holding Nuveen Preferred & Income Opportunities Fund changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of JPC: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders1291140+12
Shares20.4M9.33K22.2M+1.81M (+8.9%)
Value$132.3M$60.0K$140.6M+$8.44M (+6.4%)

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (23)

Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to JPC in Q3 2023
InstitutionSharesValue% of portfolio
Rivernorth Capital Management, LLC1,684,591$10.7M0.56%
Forum Private Client Group LLC440,000$2.79M21.03%
Rpo LLC428,442$2.71M4.62%
Jupiter Wealth Management LLC182,794$1.13M0.73%
Creative Planning101,881$644.9K0.00%
Capital Investment Advisors, LLC94,830$600.3K0.02%
Advisors Asset Management, Inc.84,692$536.1K0.01%
Saba Capital Management, L.P.41,363$261.8K0.01%
Jane Street Group, LLC26,656$168.7K0.00%
Pathstone Family Office, LLC25,000$158.3K0.00%
Comerica Bank20,442$129.4K0.00%
Captrust Financial Advisors16,052$101.6K0.00%
Logan Stone Capital, LLC15,000$95.0K0.03%
Kestra Private Wealth Services, LLC13,800$87.4K0.00%
Prospera Financial Services Inc13,630$86.3K0.00%
Flow State Investments, L.P.12,800$81.0K0.03%
Wealth Enhancement Advisory Services, LLC10,662$67.5K0.00%
Clearstead Advisors, LLC2,300$14.6K0.00%
JPMorgan Chase & Co2,292$14.5K0.00%
NBC Securities, Inc.2,000$12.0K0.00%
Householder Group Estate & Retirement Specialist, LLC1,153$7.30K0.00%
Global Retirement Partners, LLC20$1240.00%
FMR LLC1$60.00%

Sold out (11)

Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of JPC in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Sit Investment Associates Inc493,719$3.20M
Almitas Capital LLC53,916$355.8K
Carnegie Capital Asset Management, LLC42,102$272.8K
Veritable, L.P.25,000$162.0K
Csenge Advisory Group11,509$74.6K
Sigma Planning Corp10,510$68.1K
US Bancorp2,240$14.5K
Gradient Investments LLC410$2.66K
CWM, LLC300$2.00K
EverSource Wealth Advisors, LLC16$104
Live Oak Investment Partners–$9

Not filed for Q3 2023 yet (1)

Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPC in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Endurance Wealth Management, Inc.9,328$60.0K