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 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $6 | 0.00% | +1 | New |
| Global Retirement Partners, LLC | 20 | $124 | 0.00% | +20 | New |
| Parallel Advisors, LLC | 136 | $861 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 350 | $2.22K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 420 | $2.66K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 669 | $4.24K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 781 | $4.94K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 801 | $5.83K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,098 | $6.95K | 0.00% | +22+2.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 1,153 | $7.30K | 0.00% | +1,153 | New |
| Citizens National Bank Trust Department | 1,400 | $8.86K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,500 | $9.49K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,580 | $10.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,000 | $12.0K | 0.00% | +2,000 | New |
| Hazlett, Burt & Watson, Inc. | 2,200 | $14.0K | 0.01% | −1,472−40.1% | Reduced |
| JPMorgan Chase & Co | 2,292 | $14.5K | 0.00% | +2,292 | New |
| Clearstead Advisors, LLC | 2,300 | $14.6K | 0.00% | +2,300 | New |
| FNY Investment Advisers, LLC | 3,000 | $18.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,332 | $21.1K | 0.01% | −4,082−55.1% | Reduced |
| Hexagon Capital Partners LLC | 3,385 | $21.4K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,900 | $24.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4,233 | $26.8K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 5,645 | $36.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 6,159 | $39.0K | 0.00% | +102+1.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 9,300 | $59.0K | 0.00% | +2,300+32.9% | Added |
| Cerity Partners LLC | 10,052 | $63.6K | 0.00% | −2,500−19.9% | Reduced |
| DF Dent & Co Inc | 10,568 | $66.9K | 0.00% | −398−3.6% | Reduced |
| Cresset Asset Management, LLC | 10,500 | $66.9K | 0.00% | −391−3.6% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 10,662 | $67.5K | 0.00% | +10,662 | New |
| Apollon Wealth Management, LLC | 11,209 | $71.0K | 0.00% | +225+2.0% | Added |
| National Asset Management, Inc. | 11,285 | $71.9K | 0.00% | −7,508−40.0% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,000 | $72.0K | 0.03% | −8,500−41.5% | Reduced |
| LifeSteps Financial, Inc. | 11,520 | $72.9K | 0.07% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 11,571 | $73.2K | 0.05% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 11,640 | $73.7K | 0.00% | −29,211−71.5% | Reduced |
| Kestra Advisory Services, LLC | 12,072 | $76.4K | 0.00% | −2,752−18.6% | Reduced |
| Strategic Financial Concepts, LLC | 12,250 | $77.5K | 0.03% | 00.0% | Unchanged |
| Flow State Investments, L.P. | 12,800 | $81.0K | 0.03% | +12,800 | New |
| Beacon Capital Management, LLC | 12,800 | $82.9K | 0.02% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 13,222 | $83.7K | 0.01% | 00.0% | Unchanged |
| Cetera Advisors LLC | 13,317 | $84.3K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 13,630 | $86.3K | 0.00% | +13,630 | New |
| Independent Financial Group, LLC | 13,704 | $86.7K | 0.01% | −2,529−15.6% | Reduced |
| Kestra Private Wealth Services, LLC | 13,800 | $87.4K | 0.00% | +13,800 | New |
| Davenport & Co LLC | 13,805 | $87.4K | 0.00% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 14,541 | $92.0K | 0.00% | +200+1.4% | Added |
| Logan Stone Capital, LLC | 15,000 | $95.0K | 0.03% | +15,000 | New |
| Exencial Wealth Advisors, LLC | 15,499 | $98.1K | 0.00% | −696−4.3% | Reduced |
| Captrust Financial Advisors | 16,052 | $101.6K | 0.00% | +16,052 | New |
| Atria Wealth Solutions, Inc. | 16,425 | $104.7K | 0.00% | +100+0.6% | Added |
| CoreCap Advisors, LLC | 17,029 | $107.8K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 17,086 | $108.2K | 0.00% | +32+0.2% | Added |
| Shufro Rose & Co LLC | 17,500 | $110.8K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 18,300 | $116.6K | 0.10% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,958 | $120.0K | 0.00% | +4,591+32.0% | Added |
| Stonegate Investment Group, LLC | 19,599 | $124.1K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 20,442 | $129.4K | 0.00% | +20,442 | New |
| NWF Advisory Services Inc. | 21,200 | $134.2K | 0.03% | −1,000−4.5% | Reduced |
| Fifth Third Bancorp | 22,115 | $140.0K | 0.00% | −1,185−5.1% | Reduced |
| Baird Financial Group, Inc. | 22,511 | $142.5K | 0.00% | −950−4.0% | Reduced |
| Ausdal Financial Partners, Inc. | 24,336 | $154.0K | 0.02% | −71−0.3% | Reduced |
| Palogic Value Management, L.P. | 24,737 | $156.6K | 0.08% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 25,000 | $158.3K | 0.00% | +25,000 | New |
| Jane Street Group, LLC | 26,656 | $168.7K | 0.00% | +26,656 | New |
| Wealthcare Advisory Partners LLC | 26,940 | $170.5K | 0.01% | +2,030+8.1% | Added |
| AE Wealth Management LLC | 27,891 | $176.5K | 0.00% | −16,953−37.8% | Reduced |
| Ameritas Advisory Services, LLC | 30,004 | $181.8K | 0.01% | +9,100+43.5% | Added |
| Gerber Kawasaki Wealth & Investment Management | 30,050 | $190.2K | 0.01% | −7,420−19.8% | Reduced |
| Keybank National Association | 32,000 | $202.6K | 0.00% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 32,850 | $207.9K | 0.08% | 00.0% | Unchanged |
| Biechele Royce Advisors | 34,090 | $216.0K | 0.08% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 34,835 | $220.5K | 0.03% | +68+0.2% | Added |
| Investors Asset Management of Georgia Inc | 35,000 | $221.0K | 0.12% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 35,901 | $227.0K | 0.00% | +856+2.4% | Added |
| RMB Capital Management, LLC | 37,585 | $237.9K | 0.01% | −5,525−12.8% | Reduced |
| Oppenheimer & Co Inc | 37,649 | $238.3K | 0.00% | −286−0.8% | Reduced |
| Wedbush Securities Inc | 40,696 | $258.0K | 0.01% | −20,300−33.3% | Reduced |
| Harbour Investments, Inc. | 41,360 | $261.8K | 0.01% | 00.0% | Unchanged |
| Saba Capital Management, L.P. | 41,363 | $261.8K | 0.01% | +41,363 | New |
| Northwestern Mutual Wealth Management Co | 41,935 | $265.4K | 0.00% | −1,193−2.8% | Reduced |
| Level Four Advisory Services, LLC | 43,479 | $275.2K | 0.02% | +2,170+5.3% | Added |
| Jackson Hole Capital Partners, LLC | 43,496 | $275.3K | 0.08% | 00.0% | Unchanged |
| Operose Advisors LLC | 44,465 | $281.5K | 0.11% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 49,940 | $316.1K | 0.09% | −3,000−5.7% | Reduced |
| Live Oak Private Wealth LLC | 51,460 | $325.7K | 0.07% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 57,761 | $365.6K | 0.04% | −1,868,060−97.0% | Reduced |
| RVW Wealth, LLC | 58,500 | $370.3K | 0.04% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 59,445 | $376.0K | 0.00% | +16,374+38.0% | Added |
| Melfa Wealth Management, LLC | 63,037 | $399.0K | 0.43% | +87+0.1% | Added |
| GWM Advisors LLC | 68,040 | $430.7K | 0.00% | −6,873−9.2% | Reduced |
| Cetera Advisor Networks LLC | 77,796 | $492.4K | 0.00% | −699−0.9% | Reduced |
| Mosaic Family Wealth Partners, LLC | 78,746 | $498.5K | 0.10% | −5,796−6.9% | Reduced |
| Advisors Asset Management, Inc. | 84,692 | $536.1K | 0.01% | +84,692 | New |
| Woodline Partners LP | 89,312 | $565.3K | 0.01% | −177,839−66.6% | Reduced |
| Thrivent Financial for Lutherans | 93,800 | $594.0K | 0.00% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 94,830 | $600.3K | 0.02% | +94,830 | New |
| Raymond James Financial Services Advisors, Inc. | 95,226 | $602.8K | 0.00% | +2,289+2.5% | Added |
| Cary Street Partner Investment Advisory LLC | 101,002 | $639.3K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 101,881 | $644.9K | 0.00% | +101,881 | New |
| Wolverine Asset Management LLC | 103,243 | $653.5K | 0.01% | +25,857+33.4% | Added |