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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.

Q4 2023 vs. Q3 2023

How the institutions holding Nuveen Preferred & Income Opportunities Fund changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of JPC: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders1402298+160
Shares22.2M382.2K84.1M+62.3M (+285.3%)
Value$140.6M$2.42M$568.1M+$429.8M (+311.0%)

2 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (173)

Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 173 by value.

Institutions new to JPC in Q4 2023
InstitutionSharesValue% of portfolio
Sit Investment Associates Inc6,505,892$44.0M1.08%
Thomas J. Herzfeld Advisors, Inc.1,317,556$8.91M3.27%
Greatmark Investment Partners, Inc.862,713$5.83M0.91%
Pathstone Holdings, LLC553,447$3.74M0.02%
Rothschild Investment LLC520,189$3.52M0.29%
Rareview Capital LLC408,615$2.76M2.54%
Campbell Capital Management Inc395,857$2.68M1.25%
Lido Advisors, LLC367,194$2.48M0.02%
Chicago Partners Investment Group LLC269,535$1.91M0.09%
Park Avenue Securities LLC270,134$1.83M0.03%
Sowell Financial Services LLC251,567$1.70M0.09%
Petra Financial Advisors Inc206,489$1.40M1.17%
Sea Otter Advisors LLC200,200$1.35M1.29%
Fca Corp177,506$1.20M0.41%
Geneos Wealth Management Inc.163,706$1.11M0.05%
Wela Strategies, Inc.143,916$972.9K0.52%
Matisse Capital122,612$828.9K0.44%
Mariner, LLC106,256$718.3K0.00%
Whittier Trust Co98,678$667.0K0.01%
Millennium Management LLC96,813$654.5K0.00%
Samalin Investment Counsel, LLC92,603$626.0K0.32%
Shulman DeMeo Asset Management LLC91,169$616.3K0.17%
Eudaimonia Partners, LLC88,320$597.0K0.16%
Accel Wealth Management82,974$560.9K0.28%
Principal Securities, Inc.81,443$550.6K0.02%
All Season Financial Advisors, Inc.79,183$535.3K0.45%
Marino, Stram & Associates LLC79,161$535.1K0.14%
Financial Enhancement Group LLC74,568$509.3K0.09%
Stolper Co68,100$460.0K0.19%
Nomura Holdings Inc61,942$418.7K0.00%
Burney Co61,700$417.1K0.02%
TownSquare Capital, LLC55,804$377.2K0.01%
Marathon Trading Investment Management LLC55,000$371.8K0.07%
Gridiron Partners, LLC52,969$358.1K0.25%
CSS LLC51,605$348.9K0.03%
International Assets Investment Management, LLC49,259$333.0K0.04%
Walled Lake Planning & Wealth Management, LLC48,719$329.3K0.15%
One Wealth Management Investment & Advisory Services, LLC47,965$324.2K0.14%
49 Wealth Management, LLC46,409$313.7K0.08%
Raymond James Trust N.A.44,513$300.9K0.01%
Mercer Global Advisors Inc43,820$296.0K0.00%
Sage Capital Advisors,llc43,728$295.6K0.10%
Investmark Advisory Group LLC42,030$284.1K0.17%
Eschler Asset Management LLP39,000$281.6K0.22%
Central Trust Co40,832$276.0K0.01%
Patriot Financial Group Insurance Agency, LLC39,643$268.0K0.05%
Catalina Capital Group, LLC39,429$266.5K0.21%
Avantax Advisory Services, Inc.37,019$250.2K0.00%
Prevail Innovative Wealth Advisors, LLC35,493$239.9K0.11%
Caldwell Sutter Capital, Inc.33,864$228.9K0.12%
Daymark Wealth Partners, LLC33,814$228.6K0.01%
Penbrook Management LLC33,621$227.3K0.15%
Integrated Capital Management, Inc.32,365$218.8K0.19%
Parsons Capital Management Inc30,526$206.4K0.01%
Concurrent Investment Advisors, LLC29,940$202.4K0.01%
Weiss Asset Management LP29,054$196.4K0.01%
Berger Financial Group, Inc29,019$196.2K0.02%
Advisor OS, LLC28,924$195.5K0.03%
CI Private Wealth, LLC27,740$187.5K0.00%
Duncker Streett & Co Inc27,439$185.5K0.04%
Kovack Advisors, Inc.27,208$183.9K0.02%
CTC Alternative Strategies, Ltd.27,185$183.8K0.38%
AXS Investments LLC27,000$182.5K0.04%
Mairs & Power Inc26,999$182.5K0.00%
Emergent Wealth Advisors, LLC26,903$181.9K0.17%
D.A. Davidson & Co.26,596$179.8K0.00%
Snowden Capital Advisors LLC25,708$173.8K0.01%
Centurion Wealth Management LLC24,925$168.5K0.07%
Waterfront Wealth Inc.23,220$157.0K0.05%
Stonebrook Private Inc.23,015$155.6K0.05%
WealthTrust Axiom LLC22,329$150.9K0.05%
Wesbanco Bank Inc21,158$143.0K0.01%
We Are One Seven, LLC21,028$142.1K0.01%
Watershed Private Wealth LLC20,643$139.5K0.08%
International Private Wealth Advisors LLC20,291$137.2K0.14%
TSFG, LLC20,222$137.0K0.04%
SageView Advisory Group, LLC18,441$134.4K0.01%
Western Wealth Management, LLC19,838$134.1K0.01%
Elequin Capital LP19,777$133.7K0.04%
Coastal Investment Advisors, Inc.19,468$131.6K0.03%
Carson Advisory Inc.19,310$130.5K0.10%
Clifford Swan Investment Counsel LLC18,952$128.1K0.00%
Arnhold LLC18,226$123.2K0.01%
Pinnacle Wealth Planning Services, Inc.17,892$121.0K0.02%
Ieq Capital, LLC17,340$117.2K0.00%
Financial Advocates Investment Management17,057$115.3K0.01%
Horizon Kinetics Asset Management LLC16,714$113.0K0.00%
Belpointe Asset Management LLC16,546$111.9K0.01%
MKT Advisors LLC16,061$109.9K0.07%
Alpha Cubed Investments, LLC15,899$107.5K0.01%
Wetherby Asset Management Inc15,837$107.1K0.01%
Gill Capital Partners, LLC15,735$106.4K0.04%
Tyche Wealth Partners LLC15,726$106.3K0.03%
HTLF Bank15,683$106.0K0.01%
Transcend Wealth Collective, LLC15,335$103.7K0.01%
Nwam LLC15,175$102.6K0.01%
Constitution Capital LLC15,113$102.2K0.06%
180 Wealth Advisors, LLC14,502$99.1K0.02%
Moloney Securities Asset Management, LLC14,635$98.9K0.02%
Integrated Wealth Concepts LLC14,238$96.2K0.00%

Sold out (13)

Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of JPC in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Forum Private Client Group LLC440,000$2.79M
Brinker Capital Investments, LLC282,188$1.79M
Orion Portfolio Solutions, LLC282,188$1.79M
Woodline Partners LP89,312$565.3K
Jackson Hole Capital Partners, LLC43,496$275.3K
Ameritas Advisory Services, LLC30,004$181.8K
Imprint Wealth LLC18,300$116.6K
Exencial Wealth Advisors, LLC15,499$98.1K
Flow State Investments, L.P.12,800$81.0K
Susquehanna International Group, LLP11,640$73.7K
Cresset Asset Management, LLC10,500$66.9K
DF Dent & Co Inc10,568$66.9K
FNY Investment Advisers, LLC3,000$18.0K

Not filed for Q4 2023 yet (2)

Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPC in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Claybrook Capital, LLC357,226$2.26M
Pathstone Family Office, LLC25,000$158.3K