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 |
|---|---|---|---|---|---|
| Private Advisor Group, LLC | 119,943 | $759.2K | 0.01% | −2,712−2.2% | Reduced |
| MSH Capital Advisors LLC | 122,703 | $776.7K | 0.30% | 00.0% | Unchanged |
| E&G Advisors, LP | 139,100 | $880.7K | 0.32% | −2,700−1.9% | Reduced |
| Landscape Capital Management, L.L.C. | 167,373 | $1.06M | 0.14% | +35,172+26.6% | Added |
| Shaker Financial Services, LLC | 166,631 | $1.06M | 0.50% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 182,794 | $1.13M | 0.73% | +182,794 | New |
| Stratos Wealth Partners, LTD. | 181,566 | $1.15M | 0.02% | +19,732+12.2% | Added |
| Truist Financial Corp | 187,334 | $1.19M | 0.00% | −13,310−6.6% | Reduced |
| Royal Bank of Canada | 188,011 | $1.19M | 0.00% | −1,549−0.8% | Reduced |
| Algebris (UK) Ltd | 191,034 | $1.21M | 0.62% | +147,506+338.9% | Added |
| Envestnet Asset Management Inc | 211,551 | $1.34M | 0.00% | −9,411−4.3% | Reduced |
| Boothbay Fund Management, LLC | 216,799 | $1.37M | 0.05% | +200,799+1,255.0% | Added |
| Advisor Group Holdings, Inc. | 221,285 | $1.40M | 0.00% | +47,204+27.1% | Added |
| Janney Montgomery Scott LLC | 233,197 | $1.48M | 0.01% | −71,400−23.4% | Reduced |
| LPL Financial LLC | 248,418 | $1.57M | 0.00% | −2,107−0.8% | Reduced |
| First Trust Advisors LP | 251,317 | $1.59M | 0.00% | −232−0.1% | Reduced |
| Stifel Financial Corp | 264,166 | $1.67M | 0.00% | +56,153+27.0% | Added |
| UBS Group AG | 268,932 | $1.70M | 0.00% | −101,736−27.4% | Reduced |
| Fiera Capital Corp | 275,262 | $1.74M | 0.01% | −390−0.1% | Reduced |
| 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 |
| Rockefeller Capital Management L.P. | 289,883 | $1.83M | 0.01% | +2,338+0.8% | Added |
| Guggenheim Capital LLC | 296,466 | $1.88M | 0.02% | −12,267−4.0% | Reduced |
| Ameriprise Financial Inc | 313,874 | $1.98M | 0.00% | −951−0.3% | Reduced |
| Moors & Cabot, Inc. | 317,164 | $2.01M | 0.14% | −16,923−5.1% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 329,363 | $2.08M | 0.13% | +61,803+23.1% | Added |
| Claybrook Capital, LLC | 357,226 | $2.26M | 1.29% | 00.0% | Unchanged |
| Rpo LLC | 428,442 | $2.71M | 4.62% | +428,442 | New |
| 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 |
| Bank of America Corp | 442,262 | $2.80M | 0.00% | +43,394+10.9% | Added |
| Commonwealth Equity Services, LLC | 561,216 | $3.55M | 0.01% | +91,287+19.4% | Added |
| CNH Partners LLC | 802,725 | $5.08M | 0.23% | +461,304+135.1% | Added |
| Raymond James & Associates | 809,467 | $5.12M | 0.00% | +35,120+4.5% | Added |
| Cohen & Steers, Inc. | 881,424 | $5.58M | 0.01% | −22,495−2.5% | Reduced |
| Invesco Ltd. | 1,576,613 | $9.98M | 0.00% | −90,942−5.5% | Reduced |
| Wells Fargo & Company | 1,579,167 | $10.0M | 0.00% | +58,895+3.9% | Added |
| Rivernorth Capital Management, LLC | 1,684,591 | $10.7M | 0.56% | +1,684,591 | New |
| Penserra Capital Management LLC | 1,719,629 | $10.9M | 0.22% | +464,683+37.0% | Added |
| Morgan Stanley | 1,846,795 | $11.7M | 0.00% | +600,841+48.2% | Added |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −493,719−100.0% | Sold out |
| Almitas Capital LLC | 0 | $0 | 0.00% | −53,916−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −42,102−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −11,509−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −10,510−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −2,240−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| CWM, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Live Oak Investment Partners | 0 | $0 | 0.00% | – | Sold out |
| Endurance Wealth Management, Inc. | – | – | – | – | Not filed |