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 |
|---|---|---|---|---|---|
| Schechter Investment Advisors, LLC | 13,222 | $83.7K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 12,800 | $82.9K | 0.02% | 00.0% | Unchanged |
| Flow State Investments, L.P. | 12,800 | $81.0K | 0.03% | +12,800 | New |
| Strategic Financial Concepts, LLC | 12,250 | $77.5K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 12,072 | $76.4K | 0.00% | −2,752−18.6% | Reduced |
| Susquehanna International Group, LLP | 11,640 | $73.7K | 0.00% | −29,211−71.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 11,571 | $73.2K | 0.05% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 11,520 | $72.9K | 0.07% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,000 | $72.0K | 0.03% | −8,500−41.5% | Reduced |
| National Asset Management, Inc. | 11,285 | $71.9K | 0.00% | −7,508−40.0% | Reduced |
| Apollon Wealth Management, LLC | 11,209 | $71.0K | 0.00% | +225+2.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 10,662 | $67.5K | 0.00% | +10,662 | New |
| Cresset Asset Management, LLC | 10,500 | $66.9K | 0.00% | −391−3.6% | Reduced |
| DF Dent & Co Inc | 10,568 | $66.9K | 0.00% | −398−3.6% | Reduced |
| Cerity Partners LLC | 10,052 | $63.6K | 0.00% | −2,500−19.9% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 9,300 | $59.0K | 0.00% | +2,300+32.9% | Added |
| Spire Wealth Management | 6,159 | $39.0K | 0.00% | +102+1.7% | Added |
| Proequities, Inc. | 5,645 | $36.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4,233 | $26.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,900 | $24.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,385 | $21.4K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 3,332 | $21.1K | 0.01% | −4,082−55.1% | Reduced |
| FNY Investment Advisers, LLC | 3,000 | $18.0K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 2,300 | $14.6K | 0.00% | +2,300 | New |
| JPMorgan Chase & Co | 2,292 | $14.5K | 0.00% | +2,292 | New |
| Hazlett, Burt & Watson, Inc. | 2,200 | $14.0K | 0.01% | −1,472−40.1% | Reduced |
| NBC Securities, Inc. | 2,000 | $12.0K | 0.00% | +2,000 | New |
| Focused Wealth Management, Inc | 1,580 | $10.0K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,500 | $9.49K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,400 | $8.86K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 1,153 | $7.30K | 0.00% | +1,153 | New |
| Citigroup Inc | 1,098 | $6.95K | 0.00% | +22+2.0% | Added |
| Coppell Advisory Solutions LLC | 801 | $5.83K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 781 | $4.94K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 669 | $4.24K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 420 | $2.66K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 350 | $2.22K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 136 | $861 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 20 | $124 | 0.00% | +20 | New |
| FMR LLC | 1 | $6 | 0.00% | +1 | New |
| 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 |