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 |
|---|---|---|---|---|---|
| RVW Wealth, LLC | 58,500 | $395.5K | 0.04% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 55,804 | $377.2K | 0.01% | +55,804 | New |
| Marathon Trading Investment Management LLC | 55,000 | $371.8K | 0.07% | +55,000 | New |
| Gridiron Partners, LLC | 52,969 | $358.1K | 0.25% | +52,969 | New |
| Harbour Investments, Inc. | 51,939 | $351.1K | 0.01% | +10,579+25.6% | Added |
| CSS LLC | 51,605 | $348.9K | 0.03% | +51,605 | New |
| Live Oak Private Wealth LLC | 51,460 | $347.9K | 0.07% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 49,259 | $333.0K | 0.04% | +49,259 | New |
| Walled Lake Planning & Wealth Management, LLC | 48,719 | $329.3K | 0.15% | +48,719 | New |
| National Asset Management, Inc. | 48,676 | $329.1K | 0.01% | +37,391+331.3% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 47,965 | $324.2K | 0.14% | +47,965 | New |
| 49 Wealth Management, LLC | 46,409 | $313.7K | 0.08% | +46,409 | New |
| Raymond James Trust N.A. | 44,513 | $300.9K | 0.01% | +44,513 | New |
| Mercer Global Advisors Inc | 43,820 | $296.0K | 0.00% | +43,820 | New |
| Sage Capital Advisors,llc | 43,728 | $295.6K | 0.10% | +43,728 | New |
| Investmark Advisory Group LLC | 42,030 | $284.1K | 0.17% | +42,030 | New |
| Eschler Asset Management LLP | 39,000 | $281.6K | 0.22% | +39,000 | New |
| Central Trust Co | 40,832 | $276.0K | 0.01% | +40,832 | New |
| Investors Asset Management of Georgia Inc | 41,000 | $275.7K | 0.14% | +6,000+17.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 39,643 | $268.0K | 0.05% | +39,643 | New |
| Catalina Capital Group, LLC | 39,429 | $266.5K | 0.21% | +39,429 | New |
| RMB Capital Management, LLC | 37,585 | $254.1K | 0.01% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 37,019 | $250.2K | 0.00% | +37,019 | New |
| Independent Financial Group, LLC | 36,212 | $244.8K | 0.01% | +22,508+164.2% | Added |
| Prevail Innovative Wealth Advisors, LLC | 35,493 | $239.9K | 0.11% | +35,493 | New |
| Biechele Royce Advisors | 34,890 | $236.0K | 0.08% | +800+2.3% | Added |
| TCG Advisory Services, LLC | 34,779 | $235.1K | 0.02% | −56−0.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 34,502 | $233.2K | 0.00% | +23,840+223.6% | Added |
| Caldwell Sutter Capital, Inc. | 33,864 | $228.9K | 0.12% | +33,864 | New |
| Daymark Wealth Partners, LLC | 33,814 | $228.6K | 0.01% | +33,814 | New |
| Penbrook Management LLC | 33,621 | $227.3K | 0.15% | +33,621 | New |
| Integrated Capital Management, Inc. | 32,365 | $218.8K | 0.19% | +32,365 | New |
| Meridian Investment Counsel Inc. | 31,850 | $215.3K | 0.07% | −1,000−3.0% | Reduced |
| Prospera Financial Services Inc | 31,289 | $211.5K | 0.01% | +17,659+129.6% | Added |
| Private Trust Co NA | 31,169 | $210.7K | 0.02% | +26,936+636.3% | Added |
| Parsons Capital Management Inc | 30,526 | $206.4K | 0.01% | +30,526 | New |
| Concurrent Investment Advisors, LLC | 29,940 | $202.4K | 0.01% | +29,940 | New |
| Weiss Asset Management LP | 29,054 | $196.4K | 0.01% | +29,054 | New |
| Berger Financial Group, Inc | 29,019 | $196.2K | 0.02% | +29,019 | New |
| Advisor OS, LLC | 28,924 | $195.5K | 0.03% | +28,924 | New |
| NWF Advisory Services Inc. | 28,638 | $193.6K | 0.04% | +7,438+35.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 27,938 | $189.0K | 0.00% | +18,638+200.4% | Added |
| CI Private Wealth, LLC | 27,740 | $187.5K | 0.00% | +27,740 | New |
| Duncker Streett & Co Inc | 27,439 | $185.5K | 0.04% | +27,439 | New |
| Kovack Advisors, Inc. | 27,208 | $183.9K | 0.02% | +27,208 | New |
| CTC Alternative Strategies, Ltd. | 27,185 | $183.8K | 0.38% | +27,185 | New |
| AXS Investments LLC | 27,000 | $182.5K | 0.04% | +27,000 | New |
| Mairs & Power Inc | 26,999 | $182.5K | 0.00% | +26,999 | New |
| Emergent Wealth Advisors, LLC | 26,903 | $181.9K | 0.17% | +26,903 | New |
| D.A. Davidson & Co. | 26,596 | $179.8K | 0.00% | +26,596 | New |
| Cetera Advisors LLC | 26,458 | $178.9K | 0.00% | +13,141+98.7% | Added |
| Snowden Capital Advisors LLC | 25,708 | $173.8K | 0.01% | +25,708 | New |
| Fifth Third Bancorp | 25,629 | $173.3K | 0.00% | +3,514+15.9% | Added |
| Centurion Wealth Management LLC | 24,925 | $168.5K | 0.07% | +24,925 | New |
| Keybank National Association | 24,921 | $168.5K | 0.00% | −7,079−22.1% | Reduced |
| Waterfront Wealth Inc. | 23,220 | $157.0K | 0.05% | +23,220 | New |
| Ausdal Financial Partners, Inc. | 23,186 | $156.7K | 0.02% | −1,150−4.7% | Reduced |
| Stonebrook Private Inc. | 23,015 | $155.6K | 0.05% | +23,015 | New |
| Logan Stone Capital, LLC | 22,504 | $152.1K | 0.03% | +7,504+50.0% | Added |
| WealthTrust Axiom LLC | 22,329 | $150.9K | 0.05% | +22,329 | New |
| Jane Street Group, LLC | 22,299 | $150.7K | 0.00% | −4,357−16.3% | Reduced |
| Wesbanco Bank Inc | 21,158 | $143.0K | 0.01% | +21,158 | New |
| We Are One Seven, LLC | 21,028 | $142.1K | 0.01% | +21,028 | New |
| Watershed Private Wealth LLC | 20,643 | $139.5K | 0.08% | +20,643 | New |
| Fortitude Advisory Group L.L.C. | 20,598 | $139.2K | 0.08% | +9,027+78.0% | Added |
| International Private Wealth Advisors LLC | 20,291 | $137.2K | 0.14% | +20,291 | New |
| TSFG, LLC | 20,222 | $137.0K | 0.04% | +20,222 | New |
| SageView Advisory Group, LLC | 18,441 | $134.4K | 0.01% | +18,441 | New |
| Western Wealth Management, LLC | 19,838 | $134.1K | 0.01% | +19,838 | New |
| Elequin Capital LP | 19,777 | $133.7K | 0.04% | +19,777 | New |
| Coastal Investment Advisors, Inc. | 19,468 | $131.6K | 0.03% | +19,468 | New |
| Carson Advisory Inc. | 19,310 | $130.5K | 0.10% | +19,310 | New |
| Steward Partners Investment Advisory, LLC | 19,224 | $130.0K | 0.00% | +2,138+12.5% | Added |
| Kestra Private Wealth Services, LLC | 18,988 | $128.4K | 0.00% | +5,188+37.6% | Added |
| Clifford Swan Investment Counsel LLC | 18,952 | $128.1K | 0.00% | +18,952 | New |
| Arnhold LLC | 18,226 | $123.2K | 0.01% | +18,226 | New |
| Stonegate Investment Group, LLC | 17,965 | $121.4K | 0.00% | −1,634−8.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 17,892 | $121.0K | 0.02% | +17,892 | New |
| Beacon Pointe Advisors, LLC | 17,443 | $117.9K | 0.00% | +2,902+20.0% | Added |
| Ieq Capital, LLC | 17,340 | $117.2K | 0.00% | +17,340 | New |
| Financial Advocates Investment Management | 17,057 | $115.3K | 0.01% | +17,057 | New |
| Glass Jacobson Investment Advisors llc | 16,761 | $113.3K | 0.05% | +15,261+1,017.4% | Added |
| Horizon Kinetics Asset Management LLC | 16,714 | $113.0K | 0.00% | +16,714 | New |
| Belpointe Asset Management LLC | 16,546 | $111.9K | 0.01% | +16,546 | New |
| Shufro Rose & Co LLC | 17,500 | $110.8K | 0.01% | 00.0% | Unchanged |
| MKT Advisors LLC | 16,061 | $109.9K | 0.07% | +16,061 | New |
| Alpha Cubed Investments, LLC | 15,899 | $107.5K | 0.01% | +15,899 | New |
| Wetherby Asset Management Inc | 15,837 | $107.1K | 0.01% | +15,837 | New |
| Gill Capital Partners, LLC | 15,735 | $106.4K | 0.04% | +15,735 | New |
| Tyche Wealth Partners LLC | 15,726 | $106.3K | 0.03% | +15,726 | New |
| HTLF Bank | 15,683 | $106.0K | 0.01% | +15,683 | New |
| Transcend Wealth Collective, LLC | 15,335 | $103.7K | 0.01% | +15,335 | New |
| Nwam LLC | 15,175 | $102.6K | 0.01% | +15,175 | New |
| Constitution Capital LLC | 15,113 | $102.2K | 0.06% | +15,113 | New |
| Gerber Kawasaki Wealth & Investment Management | 14,955 | $101.1K | 0.01% | −15,095−50.2% | Reduced |
| 180 Wealth Advisors, LLC | 14,502 | $99.1K | 0.02% | +14,502 | New |
| Moloney Securities Asset Management, LLC | 14,635 | $98.9K | 0.02% | +14,635 | New |
| Integrated Wealth Concepts LLC | 14,238 | $96.2K | 0.00% | +14,238 | New |
| Family Management Corp | 14,156 | $95.7K | 0.02% | +14,156 | New |
| Advisory Services Network, LLC | 14,125 | $95.5K | 0.00% | +14,125 | New |