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, Q4 2023
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Dec 31, 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
- 298
- +160 vs. Q3 2023
- Shares held
- 84.1M
- +62.3M (+285.3%) vs. Q3 2023
- Total value
- $568.1M
- +$429.8M (+311.0%) vs. Q3 2023
- New holders
- 173
- 96 more added
- Sold out
- 13
- 12 more reduced
2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 12,503,767 | $84.5M | 0.01% | +10,656,972+577.1% | Added |
| Rivernorth Capital Management, LLC | 9,605,644 | $64.9M | 3.11% | +7,921,053+470.2% | Added |
| Sit Investment Associates Inc | 6,505,892 | $44.0M | 1.08% | +6,505,892 | New |
| Invesco Ltd. | 4,313,168 | $29.2M | 0.01% | +2,736,555+173.6% | Added |
| UBS Group AG | 3,386,454 | $22.9M | 0.01% | +3,117,522+1,159.2% | Added |
| Wells Fargo & Company | 3,232,672 | $21.9M | 0.01% | +1,653,505+104.7% | Added |
| CNH Partners LLC | 2,219,116 | $15.0M | 0.61% | +1,416,391+176.4% | Added |
| Raymond James & Associates | 2,165,571 | $14.6M | 0.01% | +1,356,104+167.5% | Added |
| Bank of America Corp | 1,890,000 | $12.8M | 0.00% | +1,447,738+327.3% | Added |
| Penserra Capital Management LLC | 1,847,499 | $12.5M | 0.23% | +127,870+7.4% | Added |
| Commonwealth Equity Services, LLC | 1,791,757 | $12.1M | 0.02% | +1,230,541+219.3% | Added |
| LPL Financial LLC | 1,609,298 | $10.9M | 0.01% | +1,360,880+547.8% | Added |
| Cohen & Steers, Inc. | 1,395,741 | $9.44M | 0.02% | +514,317+58.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,317,556 | $8.91M | 3.27% | +1,317,556 | New |
| Algebris (UK) Ltd | 1,429,820 | $8.76M | 4.57% | +1,238,786+648.5% | Added |
| Envestnet Asset Management Inc | 1,162,523 | $7.86M | 0.00% | +950,972+449.5% | Added |
| Ameriprise Financial Inc | 1,068,819 | $7.33M | 0.00% | +754,945+240.5% | Added |
| Saba Capital Management, L.P. | 897,248 | $6.07M | 0.15% | +855,885+2,069.2% | Added |
| Greatmark Investment Partners, Inc. | 862,713 | $5.83M | 0.91% | +862,713 | New |
| Capital Investment Advisors, LLC | 839,675 | $5.68M | 0.14% | +744,845+785.5% | Added |
| Advisor Group Holdings, Inc. | 830,819 | $5.62M | 0.01% | +609,534+275.5% | Added |
| Landscape Capital Management, L.L.C. | 784,537 | $5.30M | 0.47% | +617,164+368.7% | Added |
| Royal Bank of Canada | 699,939 | $4.73M | 0.00% | +511,928+272.3% | Added |
| Rpo LLC | 687,473 | $4.65M | 7.33% | +259,031+60.5% | Added |
| Rockefeller Capital Management L.P. | 645,879 | $4.37M | 0.01% | +355,996+122.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 587,530 | $3.97M | 0.01% | +492,304+517.0% | Added |
| Captrust Financial Advisors | 586,148 | $3.96M | 0.01% | +570,096+3,551.6% | Added |
| Moors & Cabot, Inc. | 566,648 | $3.83M | 0.24% | +249,484+78.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 558,415 | $3.77M | 0.22% | +229,052+69.5% | Added |
| Pathstone Holdings, LLC | 553,447 | $3.74M | 0.02% | +553,447 | New |
| Stratos Wealth Partners, LTD. | 536,787 | $3.63M | 0.07% | +355,221+195.6% | Added |
| Rothschild Investment LLC | 520,189 | $3.52M | 0.29% | +520,189 | New |
| Stifel Financial Corp | 515,478 | $3.48M | 0.00% | +251,312+95.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 482,426 | $3.26M | 0.01% | +422,981+711.6% | Added |
| Shaker Financial Services, LLC | 472,136 | $3.19M | 1.31% | +305,505+183.3% | Added |
| Guggenheim Capital LLC | 453,598 | $3.07M | 0.02% | +157,132+53.0% | Added |
| Protective Life Corp | 440,000 | $2.97M | 100.00% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 431,387 | $2.92M | 0.01% | +198,190+85.0% | Added |
| Rareview Capital LLC | 408,615 | $2.76M | 2.54% | +408,615 | New |
| Campbell Capital Management Inc | 395,857 | $2.68M | 1.25% | +395,857 | New |
| AE Wealth Management LLC | 366,678 | $2.64M | 0.01% | +338,787+1,214.7% | Added |
| HighTower Advisors, LLC | 374,731 | $2.53M | 0.00% | +338,830+943.8% | Added |
| Lido Advisors, LLC | 367,194 | $2.48M | 0.02% | +367,194 | New |
| Boothbay Fund Management, LLC | 333,363 | $2.25M | 0.08% | +116,564+53.8% | Added |
| Truist Financial Corp | 315,010 | $2.13M | 0.00% | +127,676+68.2% | Added |
| Advisors Asset Management, Inc. | 301,902 | $2.04M | 0.04% | +217,210+256.5% | Added |
| Chicago Partners Investment Group LLC | 269,535 | $1.91M | 0.09% | +269,535 | New |
| Fiera Capital Corp | 275,262 | $1.86M | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 274,755 | $1.86M | 0.01% | +264,703+2,633.3% | Added |
| Park Avenue Securities LLC | 270,134 | $1.83M | 0.03% | +270,134 | New |
| CoreCap Advisors, LLC | 264,715 | $1.79M | 0.12% | +247,686+1,454.5% | Added |
| First Trust Advisors LP | 256,225 | $1.73M | 0.00% | +4,908+2.0% | Added |
| Sowell Financial Services LLC | 251,567 | $1.70M | 0.09% | +251,567 | New |
| Cetera Advisor Networks LLC | 229,141 | $1.55M | 0.01% | +151,345+194.5% | Added |
| Davenport & Co LLC | 220,730 | $1.49M | 0.01% | +206,925+1,498.9% | Added |
| GWM Advisors LLC | 211,759 | $1.47M | 0.01% | +143,719+211.2% | Added |
| Petra Financial Advisors Inc | 206,489 | $1.40M | 1.17% | +206,489 | New |
| Sea Otter Advisors LLC | 200,200 | $1.35M | 1.29% | +200,200 | New |
| MSH Capital Advisors LLC | 192,132 | $1.30M | 0.49% | +69,429+56.6% | Added |
| Private Advisor Group, LLC | 182,964 | $1.24M | 0.01% | +63,021+52.5% | Added |
| Jupiter Wealth Management LLC | 182,794 | $1.24M | 0.73% | 00.0% | Unchanged |
| Fca Corp | 177,506 | $1.20M | 0.41% | +177,506 | New |
| Wolverine Asset Management LLC | 173,349 | $1.17M | 0.02% | +70,106+67.9% | Added |
| Thrivent Financial for Lutherans | 172,412 | $1.17M | 0.00% | +78,612+83.8% | Added |
| Geneos Wealth Management Inc. | 163,706 | $1.11M | 0.05% | +163,706 | New |
| Baird Financial Group, Inc. | 158,656 | $1.07M | 0.00% | +136,145+604.8% | Added |
| Wela Strategies, Inc. | 143,916 | $972.9K | 0.52% | +143,916 | New |
| Cetera Investment Advisers | 129,728 | $877.0K | 0.01% | +110,770+584.3% | Added |
| Matisse Capital | 122,612 | $828.9K | 0.44% | +122,612 | New |
| E&G Advisors, LP | 113,400 | $766.3K | 0.27% | −25,700−18.5% | Reduced |
| Kestra Advisory Services, LLC | 106,882 | $722.5K | 0.01% | +94,810+785.4% | Added |
| Mariner, LLC | 106,256 | $718.3K | 0.00% | +106,256 | New |
| Melfa Wealth Management, LLC | 104,441 | $706.0K | 0.66% | +41,404+65.7% | Added |
| Wedbush Securities Inc | 103,986 | $703.0K | 0.03% | +63,290+155.5% | Added |
| Palogic Value Management, L.P. | 102,293 | $691.5K | 0.31% | +77,556+313.5% | Added |
| Whittier Trust Co | 98,678 | $667.0K | 0.01% | +98,678 | New |
| Atria Wealth Solutions, Inc. | 98,517 | $666.0K | 0.01% | +82,092+499.8% | Added |
| Wealthcare Advisory Partners LLC | 97,954 | $662.2K | 0.03% | +71,014+263.6% | Added |
| Millennium Management LLC | 96,813 | $654.5K | 0.00% | +96,813 | New |
| Cary Street Partner Investment Advisory LLC | 96,105 | $649.7K | 0.03% | −4,897−4.8% | Reduced |
| Samalin Investment Counsel, LLC | 92,603 | $626.0K | 0.32% | +92,603 | New |
| Shulman DeMeo Asset Management LLC | 91,169 | $616.3K | 0.17% | +91,169 | New |
| Comerica Bank | 89,616 | $605.8K | 0.00% | +69,174+338.4% | Added |
| Eudaimonia Partners, LLC | 88,320 | $597.0K | 0.16% | +88,320 | New |
| Accel Wealth Management | 82,974 | $560.9K | 0.28% | +82,974 | New |
| Principal Securities, Inc. | 81,443 | $550.6K | 0.02% | +81,443 | New |
| All Season Financial Advisors, Inc. | 79,183 | $535.3K | 0.45% | +79,183 | New |
| Marino, Stram & Associates LLC | 79,161 | $535.1K | 0.14% | +79,161 | New |
| Mosaic Family Wealth Partners, LLC | 76,587 | $517.7K | 0.09% | −2,159−2.7% | Reduced |
| Level Four Advisory Services, LLC | 76,337 | $516.0K | 0.03% | +32,858+75.6% | Added |
| Financial Enhancement Group LLC | 74,568 | $509.3K | 0.09% | +74,568 | New |
| Spire Wealth Management | 71,301 | $498.4K | 0.02% | +65,142+1,057.7% | Added |
| LexAurum Advisors, LLC | 71,527 | $483.5K | 0.13% | +21,587+43.2% | Added |
| Stolper Co | 68,100 | $460.0K | 0.19% | +68,100 | New |
| Bramshill Investments, LLC | 67,237 | $454.5K | 0.04% | +9,476+16.4% | Added |
| Oppenheimer & Co Inc | 67,225 | $454.4K | 0.01% | +29,576+78.6% | Added |
| Nomura Holdings Inc | 61,942 | $418.7K | 0.00% | +61,942 | New |
| Burney Co | 61,700 | $417.1K | 0.02% | +61,700 | New |
| Operose Advisors LLC | 60,506 | $409.0K | 0.16% | +16,041+36.1% | Added |
| Northwestern Mutual Wealth Management Co | 59,186 | $400.1K | 0.00% | +17,251+41.1% | Added |