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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 14,238 | $96.2K | 0.00% | +14,238 | New |
| Moloney Securities Asset Management, LLC | 14,635 | $98.9K | 0.02% | +14,635 | New |
| 180 Wealth Advisors, LLC | 14,502 | $99.1K | 0.02% | +14,502 | New |
| Gerber Kawasaki Wealth & Investment Management | 14,955 | $101.1K | 0.01% | −15,095−50.2% | Reduced |
| Constitution Capital LLC | 15,113 | $102.2K | 0.06% | +15,113 | New |
| Nwam LLC | 15,175 | $102.6K | 0.01% | +15,175 | New |
| Transcend Wealth Collective, LLC | 15,335 | $103.7K | 0.01% | +15,335 | New |
| HTLF Bank | 15,683 | $106.0K | 0.01% | +15,683 | New |
| Tyche Wealth Partners LLC | 15,726 | $106.3K | 0.03% | +15,726 | New |
| Gill Capital Partners, LLC | 15,735 | $106.4K | 0.04% | +15,735 | New |
| Wetherby Asset Management Inc | 15,837 | $107.1K | 0.01% | +15,837 | New |
| Alpha Cubed Investments, LLC | 15,899 | $107.5K | 0.01% | +15,899 | New |
| MKT Advisors LLC | 16,061 | $109.9K | 0.07% | +16,061 | New |
| Shufro Rose & Co LLC | 17,500 | $110.8K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 16,546 | $111.9K | 0.01% | +16,546 | New |
| Horizon Kinetics Asset Management LLC | 16,714 | $113.0K | 0.00% | +16,714 | New |
| Glass Jacobson Investment Advisors llc | 16,761 | $113.3K | 0.05% | +15,261+1,017.4% | Added |
| Financial Advocates Investment Management | 17,057 | $115.3K | 0.01% | +17,057 | New |
| Ieq Capital, LLC | 17,340 | $117.2K | 0.00% | +17,340 | New |
| Beacon Pointe Advisors, LLC | 17,443 | $117.9K | 0.00% | +2,902+20.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 17,892 | $121.0K | 0.02% | +17,892 | New |
| Stonegate Investment Group, LLC | 17,965 | $121.4K | 0.00% | −1,634−8.3% | Reduced |
| Arnhold LLC | 18,226 | $123.2K | 0.01% | +18,226 | New |
| Clifford Swan Investment Counsel LLC | 18,952 | $128.1K | 0.00% | +18,952 | New |
| Kestra Private Wealth Services, LLC | 18,988 | $128.4K | 0.00% | +5,188+37.6% | Added |
| Steward Partners Investment Advisory, LLC | 19,224 | $130.0K | 0.00% | +2,138+12.5% | Added |
| Carson Advisory Inc. | 19,310 | $130.5K | 0.10% | +19,310 | New |
| Coastal Investment Advisors, Inc. | 19,468 | $131.6K | 0.03% | +19,468 | New |
| Elequin Capital LP | 19,777 | $133.7K | 0.04% | +19,777 | New |
| Western Wealth Management, LLC | 19,838 | $134.1K | 0.01% | +19,838 | New |
| SageView Advisory Group, LLC | 18,441 | $134.4K | 0.01% | +18,441 | New |
| TSFG, LLC | 20,222 | $137.0K | 0.04% | +20,222 | New |
| International Private Wealth Advisors LLC | 20,291 | $137.2K | 0.14% | +20,291 | New |
| Fortitude Advisory Group L.L.C. | 20,598 | $139.2K | 0.08% | +9,027+78.0% | Added |
| Watershed Private Wealth LLC | 20,643 | $139.5K | 0.08% | +20,643 | New |
| We Are One Seven, LLC | 21,028 | $142.1K | 0.01% | +21,028 | New |
| Wesbanco Bank Inc | 21,158 | $143.0K | 0.01% | +21,158 | New |
| Jane Street Group, LLC | 22,299 | $150.7K | 0.00% | −4,357−16.3% | Reduced |
| WealthTrust Axiom LLC | 22,329 | $150.9K | 0.05% | +22,329 | New |
| Logan Stone Capital, LLC | 22,504 | $152.1K | 0.03% | +7,504+50.0% | Added |
| Stonebrook Private Inc. | 23,015 | $155.6K | 0.05% | +23,015 | New |
| Ausdal Financial Partners, Inc. | 23,186 | $156.7K | 0.02% | −1,150−4.7% | Reduced |
| Waterfront Wealth Inc. | 23,220 | $157.0K | 0.05% | +23,220 | New |
| Keybank National Association | 24,921 | $168.5K | 0.00% | −7,079−22.1% | Reduced |
| Centurion Wealth Management LLC | 24,925 | $168.5K | 0.07% | +24,925 | New |
| Fifth Third Bancorp | 25,629 | $173.3K | 0.00% | +3,514+15.9% | Added |
| Snowden Capital Advisors LLC | 25,708 | $173.8K | 0.01% | +25,708 | New |
| Cetera Advisors LLC | 26,458 | $178.9K | 0.00% | +13,141+98.7% | Added |
| D.A. Davidson & Co. | 26,596 | $179.8K | 0.00% | +26,596 | New |
| Emergent Wealth Advisors, LLC | 26,903 | $181.9K | 0.17% | +26,903 | New |
| Mairs & Power Inc | 26,999 | $182.5K | 0.00% | +26,999 | New |
| AXS Investments LLC | 27,000 | $182.5K | 0.04% | +27,000 | New |
| CTC Alternative Strategies, Ltd. | 27,185 | $183.8K | 0.38% | +27,185 | New |
| Kovack Advisors, Inc. | 27,208 | $183.9K | 0.02% | +27,208 | New |
| Duncker Streett & Co Inc | 27,439 | $185.5K | 0.04% | +27,439 | New |
| CI Private Wealth, LLC | 27,740 | $187.5K | 0.00% | +27,740 | New |
| Benjamin F. Edwards & Company, Inc. | 27,938 | $189.0K | 0.00% | +18,638+200.4% | Added |
| NWF Advisory Services Inc. | 28,638 | $193.6K | 0.04% | +7,438+35.1% | Added |
| Advisor OS, LLC | 28,924 | $195.5K | 0.03% | +28,924 | New |
| Berger Financial Group, Inc | 29,019 | $196.2K | 0.02% | +29,019 | New |
| Weiss Asset Management LP | 29,054 | $196.4K | 0.01% | +29,054 | New |
| Concurrent Investment Advisors, LLC | 29,940 | $202.4K | 0.01% | +29,940 | New |
| Parsons Capital Management Inc | 30,526 | $206.4K | 0.01% | +30,526 | New |
| Private Trust Co NA | 31,169 | $210.7K | 0.02% | +26,936+636.3% | Added |
| Prospera Financial Services Inc | 31,289 | $211.5K | 0.01% | +17,659+129.6% | Added |
| Meridian Investment Counsel Inc. | 31,850 | $215.3K | 0.07% | −1,000−3.0% | Reduced |
| Integrated Capital Management, Inc. | 32,365 | $218.8K | 0.19% | +32,365 | New |
| Penbrook Management LLC | 33,621 | $227.3K | 0.15% | +33,621 | New |
| Daymark Wealth Partners, LLC | 33,814 | $228.6K | 0.01% | +33,814 | New |
| Caldwell Sutter Capital, Inc. | 33,864 | $228.9K | 0.12% | +33,864 | New |
| Wealth Enhancement Advisory Services, LLC | 34,502 | $233.2K | 0.00% | +23,840+223.6% | Added |
| TCG Advisory Services, LLC | 34,779 | $235.1K | 0.02% | −56−0.2% | Reduced |
| Biechele Royce Advisors | 34,890 | $236.0K | 0.08% | +800+2.3% | Added |
| Prevail Innovative Wealth Advisors, LLC | 35,493 | $239.9K | 0.11% | +35,493 | New |
| Independent Financial Group, LLC | 36,212 | $244.8K | 0.01% | +22,508+164.2% | Added |
| Avantax Advisory Services, Inc. | 37,019 | $250.2K | 0.00% | +37,019 | New |
| RMB Capital Management, LLC | 37,585 | $254.1K | 0.01% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 39,429 | $266.5K | 0.21% | +39,429 | New |
| Patriot Financial Group Insurance Agency, LLC | 39,643 | $268.0K | 0.05% | +39,643 | New |
| Investors Asset Management of Georgia Inc | 41,000 | $275.7K | 0.14% | +6,000+17.1% | Added |
| Central Trust Co | 40,832 | $276.0K | 0.01% | +40,832 | New |
| Eschler Asset Management LLP | 39,000 | $281.6K | 0.22% | +39,000 | New |
| Investmark Advisory Group LLC | 42,030 | $284.1K | 0.17% | +42,030 | New |
| Sage Capital Advisors,llc | 43,728 | $295.6K | 0.10% | +43,728 | New |
| Mercer Global Advisors Inc | 43,820 | $296.0K | 0.00% | +43,820 | New |
| Raymond James Trust N.A. | 44,513 | $300.9K | 0.01% | +44,513 | New |
| 49 Wealth Management, LLC | 46,409 | $313.7K | 0.08% | +46,409 | New |
| One Wealth Management Investment & Advisory Services, LLC | 47,965 | $324.2K | 0.14% | +47,965 | New |
| National Asset Management, Inc. | 48,676 | $329.1K | 0.01% | +37,391+331.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 48,719 | $329.3K | 0.15% | +48,719 | New |
| International Assets Investment Management, LLC | 49,259 | $333.0K | 0.04% | +49,259 | New |
| Live Oak Private Wealth LLC | 51,460 | $347.9K | 0.07% | 00.0% | Unchanged |
| CSS LLC | 51,605 | $348.9K | 0.03% | +51,605 | New |
| Harbour Investments, Inc. | 51,939 | $351.1K | 0.01% | +10,579+25.6% | Added |
| Gridiron Partners, LLC | 52,969 | $358.1K | 0.25% | +52,969 | New |
| Marathon Trading Investment Management LLC | 55,000 | $371.8K | 0.07% | +55,000 | New |
| TownSquare Capital, LLC | 55,804 | $377.2K | 0.01% | +55,804 | New |
| RVW Wealth, LLC | 58,500 | $395.5K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 59,186 | $400.1K | 0.00% | +17,251+41.1% | Added |
| Operose Advisors LLC | 60,506 | $409.0K | 0.16% | +16,041+36.1% | Added |