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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.

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.

Institutional holdersQ4 2023: 298 institutions
Q1 2021: 127 institutionsQ2 2021: 126 institutionsQ3 2021: 127 institutionsQ4 2021: 141 institutionsQ1 2022: 139 institutionsQ2 2022: 141 institutionsQ3 2022: 134 institutionsQ4 2022: 138 institutionsQ1 2023: 135 institutionsQ2 2023: 129 institutionsQ3 2023: 140 institutionsQ4 2023: 298 institutionsQ1 2024: 286 institutionsQ2 2024: 281 institutionsQ3 2024: 289 institutionsQ4 2024: 298 institutionsQ1 2025: 284 institutionsQ2 2025: 289 institutionsQ3 2025: 314 institutionsQ4 2025: 330 institutionsQ1 2026: 326 institutionsQ2 2026: 334 institutions
Value heldQ4 2023: $568.1M
Q1 2021: $192.6MQ2 2021: $207.7MQ3 2021: $202.9MQ4 2021: $225.0MQ1 2022: $196.4MQ2 2022: $146.6MQ3 2022: $149.2MQ4 2022: $155.0MQ1 2023: $138.2MQ2 2023: $132.3MQ3 2023: $140.6MQ4 2023: $568.1MQ1 2024: $580.6MQ2 2024: $580.2MQ3 2024: $523.6MQ4 2024: $495.9MQ1 2025: $487.4MQ2 2025: $472.2MQ3 2025: $540.7MQ4 2025: $529.6MQ1 2026: $490.7MQ2 2026: $519.3M
Institutions holding JPC and their total value by quarter
QuarterHoldersValue
Q2 2026334$519.3M
Q1 2026326$490.7M
Q4 2025330$529.6M
Q3 2025314$540.7M
Q2 2025289$472.2M
Q1 2025284$487.4M
Q4 2024298$495.9M
Q3 2024289$523.6M
Q2 2024281$580.2M
Q1 2024286$580.6M
Q4 2023298$568.1M
Q3 2023140$140.6M
Q2 2023129$132.3M
Q1 2023135$138.2M
Q4 2022138$155.0M
Q3 2022134$149.2M
Q2 2022141$146.6M
Q1 2022139$196.4M
Q4 2021141$225.0M
Q3 2021127$202.9M
Q2 2021126$207.7M
Q1 2021127$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.

Institutions holding JPC in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC1$70.00%00.0%Unchanged
DHJJ Financial Advisors, Ltd.2$140.00%+2New
Rockbridge Investment Management, LCC4$280.00%+4New
Laurel Wealth Advisors LLC14$950.00%+14New
Gleason Group, Inc.20$1380.00%+20New
Pflug Koory, LLC66$4460.00%+66New
Montag A & Associates Inc219$1.48K0.00%+219New
AlphaMark Advisors, LLC296$2.00K0.00%+296New
Wolff Wiese Magana LLC350$2.37K0.00%00.0%Unchanged
VisionPoint Advisory Group, LLC494$3.34K0.00%+494New
Gradient Investments LLC625$4.22K0.00%+625New
Parallel Advisors, LLC630$4.26K0.00%+494+363.2%Added
Kelly Financial Services LLC670$4.53K0.00%+670New
Global Retirement Partners, LLC688$4.73K0.00%+668+3,340.0%Added
GPS Wealth Strategies Group, LLC909$6.14K0.00%+909New
Allworth Financial LP988$6.68K0.00%+988New
American National Bank1,003$6.78K0.00%+1,003New
Transcendent Capital Group LLC1,056$7.14K0.00%+1,056New
Coppell Advisory Solutions LLC1,105$7.47K0.00%+304+38.0%Added
Provenance Wealth Advisors, LLC1,118$7.56K0.00%+1,118New
Citigroup Inc1,129$7.63K0.00%+31+2.8%Added
The PNC Financial Services Group, Inc.1,154$7.80K0.00%+734+174.8%Added
GHP Investment Advisors, Inc.1,229$8.31K0.00%+1,229New
Citizens National Bank Trust Department1,400$9.46K0.00%00.0%Unchanged
Planned Solutions, Inc.1,545$10.4K0.00%+1,545New
Focused Wealth Management, Inc1,580$10.7K0.00%00.0%Unchanged
Concord Wealth Partners1,907$12.9K0.00%+1,907New
McGlone Suttner Wealth Management, Inc.1,948$13.2K0.00%+1,948New
Game Plan Financial Advisors, LLC1,977$13.4K0.01%+1,977New
Oliver Lagore Vanvalin Investment Group1,977$13.4K0.00%+1,977New
Caldwell Trust Co2,088$14.1K0.00%+1,419+212.1%Added
US Bancorp2,265$15.3K0.00%+2,265New
AdvisorNet Financial, Inc2,285$15.4K0.00%+2,285New
Clearstead Advisors, LLC2,300$15.5K0.00%00.0%Unchanged
Baystate Wealth Management LLC3,027$20.5K0.00%+3,027New
Truvestments Capital LLC3,065$20.7K0.01%+3,065New
Hexagon Capital Partners LLC3,385$22.9K0.01%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC3,448$23.0K0.01%+2,295+199.0%Added
Bartlett & Co. LLC3,419$23.0K0.00%+3,419New
Bartlett & Co. Wealth Management LLC3,419$23.1K0.00%+3,419New
Northwest Financial Advisors3,449$23.3K0.02%+3,449New
City Holding Co3,452$23.3K0.00%+3,452New
Sugarloaf Wealth Management, LLC3,469$23.4K0.01%+3,469New
Sound Income Strategies, LLC3,998$27.0K0.00%+98+2.5%Added
RE Dickinson Investment Advisors, LLC4,708$32.0K0.02%+4,708New
Whittier Trust Co of Nevada Inc4,944$33.4K0.00%+4,944New
Hazlett, Burt & Watson, Inc.5,691$39.0K0.03%+3,491+158.7%Added
SOA Wealth Advisors, LLC.6,007$40.6K0.01%+6,007New
Resurgent Financial Advisors LLC6,759$45.7K0.03%+6,759New
NBC Securities, Inc.6,943$46.0K0.00%+4,943+247.1%Added
Bessemer Group Inc7,209$49.0K0.00%+7,209New
Proequities, Inc.7,409$50.1K0.00%+1,764+31.2%Added
EverSource Wealth Advisors, LLC7,474$50.5K0.00%+7,474New
CWM, LLC7,527$51.0K0.00%+7,527New
LM Advisors LLC8,800$59.5K0.01%+8,800New
Sofos Investments, Inc.9,221$62.3K0.02%+9,221New
Abel Hall, LLC10,000$67.6K0.06%+10,000New
Farmers & Merchants Trust Co of Chambersburg PA10,089$68.0K0.03%+10,089New
CoreFirst Bank & Trust10,092$68.2K0.05%+6,760+202.9%Added
Coastline Trust Co10,143$68.6K0.01%+10,143New
JPMorgan Chase & Co10,151$68.6K0.00%+7,859+342.9%Added
Edmonds Duncan Registered Investment Advisors, LLC10,231$69.2K0.02%+10,231New
Prime Capital Investment Advisors, LLC10,350$70.0K0.00%+10,350New
J.W. Cole Advisors, Inc.10,408$70.4K0.00%+10,408New
Anchor Investment Management, LLC10,493$70.9K0.01%+10,493New
MML Investors Services, LLC10,566$71.0K0.00%+10,566New
Occidental Asset Management, LLC10,728$72.5K0.02%+10,728New
Blue Barn Wealth, LLC10,840$73.3K0.04%+10,840New
Strategic Financial Concepts, LLC10,877$73.5K0.04%−1,373−11.2%Reduced
Coldstream Capital Management Inc10,935$73.9K0.00%+10,935New
Obermeyer Wood Investment Counsel, LLLP10,977$74.2K0.01%+10,977New
Beacon Financial Advisory LLC11,141$75.3K0.04%+11,141New
Creekmur Asset Management LLC11,153$75.4K0.02%+11,153New
Moneta Group Investment Advisors LLC11,356$76.8K0.00%+11,356New
LifeSteps Financial, Inc.11,520$77.9K0.07%00.0%Unchanged
Romano Brothers and Company11,550$78.1K0.01%+11,550New
Sound View Wealth Advisors Group, LLC11,770$79.6K0.01%+11,770New
Flagship Harbor Advisors, LLC11,904$80.5K0.01%+11,904New
Beacon Capital Management, LLC12,800$81.0K0.02%00.0%Unchanged
StoneX Group Inc.12,272$83.0K0.01%+12,272New
Apollon Wealth Management, LLC12,332$83.4K0.00%+1,123+10.0%Added
Green Square Capital Advisors LLC12,359$83.5K0.01%+12,359New
Equitable Holdings, Inc.12,490$84.4K0.00%+12,490New
Carlton Hofferkamp & Jenks Wealth Management, LLC12,000$85.2K0.04%00.0%Unchanged
Smith Shellnut Wilson LLC12,855$86.9K0.05%+12,855New
Pathway Financial Advisers, LLC12,924$87.4K0.03%+12,924New
PSI Advisors, LLC13,096$88.5K0.03%+13,096New
NorthCrest Asset Manangement, LLC13,218$89.4K0.00%+13,218New
Schechter Investment Advisors, LLC13,222$89.4K0.01%00.0%Unchanged
Perigon Wealth Management, LLC13,312$90.0K0.00%+13,312New
Tradition Wealth Management, LLC13,369$90.0K0.01%+13,369New
Hollencrest Capital Management13,362$90.3K0.01%+12,581+1,610.9%Added
Beacon Financial Group13,432$90.8K0.01%+13,432New
Valley Brook Capital Group13,489$91.2K0.08%+13,489New
Resources Investment Advisors, LLC.13,536$91.5K0.00%+13,536New
Virtu Financial LLC13,563$92.0K0.01%+13,563New
VeraBank, N.A.13,658$92.3K0.03%+13,658New
Creative Planning13,763$93.0K0.00%−88,118−86.5%Reduced
Advisory Services Network, LLC14,125$95.5K0.00%+14,125New
Family Management Corp14,156$95.7K0.02%+14,156New