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, Q1 2024
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Mar 31, 2024. 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
- 286
- −9 vs. Q4 2023
- Shares held
- 81.0M
- −3.14M (−3.7%) vs. Q4 2023
- Total value
- $580.6M
- +$12.6M (+2.2%) vs. Q4 2023
- New holders
- 37
- 92 more added
- Sold out
- 46
- 88 more reduced
3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 13,459,566 | $96.8M | 0.01% | +955,799+7.6% | Added |
| Rivernorth Capital Management, LLC | 7,042,269 | $50.6M | 2.45% | −2,563,375−26.7% | Reduced |
| Sit Investment Associates Inc | 6,578,667 | $47.3M | 1.09% | +72,775+1.1% | Added |
| Invesco Ltd. | 4,420,583 | $31.8M | 0.01% | +107,415+2.5% | Added |
| Wells Fargo & Company | 3,345,432 | $24.1M | 0.01% | +112,760+3.5% | Added |
| UBS Group AG | 3,319,616 | $23.9M | 0.01% | −66,838−2.0% | Reduced |
| LPL Financial LLC | 2,809,794 | $20.2M | 0.01% | +1,200,496+74.6% | Added |
| Bank of America Corp | 2,500,025 | $18.0M | 0.00% | +610,025+32.3% | Added |
| Raymond James & Associates | 2,269,985 | $16.3M | 0.01% | +104,414+4.8% | Added |
| Penserra Capital Management LLC | 1,854,872 | $13.3M | 0.17% | +7,373+0.4% | Added |
| CNH Partners LLC | 1,818,591 | $13.1M | 0.46% | −400,525−18.0% | Reduced |
| Commonwealth Equity Services, LLC | 1,763,421 | $12.7M | 0.02% | −28,336−1.6% | Reduced |
| Cohen & Steers, Inc. | 1,395,741 | $10.0M | 0.02% | 00.0% | Unchanged |
| Algebris (UK) Ltd | 1,429,820 | $9.53M | 4.23% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,165,060 | $8.38M | 2.96% | −152,496−11.6% | Reduced |
| Ameriprise Financial Inc | 1,067,338 | $7.68M | 0.00% | −1,481−0.1% | Reduced |
| Envestnet Asset Management Inc | 996,590 | $7.17M | 0.00% | −165,933−14.3% | Reduced |
| Greatmark Investment Partners, Inc. | 967,236 | $6.95M | 0.99% | +104,523+12.1% | Added |
| Capital Investment Advisors, LLC | 926,888 | $6.66M | 0.16% | +87,213+10.4% | Added |
| Advisor Group Holdings, Inc. | 815,105 | $5.86M | 0.01% | −15,714−1.9% | Reduced |
| Royal Bank of Canada | 704,485 | $5.07M | 0.00% | +4,546+0.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 677,633 | $4.87M | 0.26% | +119,218+21.3% | Added |
| Captrust Financial Advisors | 675,202 | $4.85M | 0.02% | +89,054+15.2% | Added |
| Guggenheim Capital LLC | 582,384 | $4.19M | 0.03% | +128,786+28.4% | Added |
| Raymond James Financial Services Advisors, Inc. | 578,624 | $4.16M | 0.01% | −8,906−1.5% | Reduced |
| Stifel Financial Corp | 549,787 | $3.95M | 0.00% | +34,309+6.7% | Added |
| Moors & Cabot, Inc. | 542,696 | $3.90M | 0.21% | −23,952−4.2% | Reduced |
| Janney Montgomery Scott LLC | 532,770 | $3.83M | 0.01% | +101,383+23.5% | Added |
| Stratos Wealth Partners, LTD. | 532,426 | $3.83M | 0.06% | −4,361−0.8% | Reduced |
| Rothschild Investment LLC | 528,701 | $3.80M | 0.28% | +8,512+1.6% | Added |
| Baird Financial Group, Inc. | 482,325 | $3.47M | 0.01% | +323,669+204.0% | Added |
| Advisors Asset Management, Inc. | 477,939 | $3.44M | 0.07% | +176,037+58.3% | Added |
| Pathstone Holdings, LLC | 476,282 | $3.43M | 0.02% | −77,165−13.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 475,059 | $3.42M | 0.01% | −7,367−1.5% | Reduced |
| Protective Life Corp | 440,000 | $3.16M | 100.00% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 438,121 | $3.15M | 0.28% | −346,416−44.2% | Reduced |
| Lido Advisors, LLC | 400,716 | $2.90M | 0.03% | +33,522+9.1% | Added |
| Campbell Capital Management Inc | 399,064 | $2.87M | 1.26% | +3,207+0.8% | Added |
| Cetera Investment Advisers | 345,396 | $2.48M | 0.01% | +215,668+166.2% | Added |
| Cerity Partners LLC | 343,262 | $2.47M | 0.01% | +68,507+24.9% | Added |
| Truist Financial Corp | 334,445 | $2.40M | 0.00% | +19,435+6.2% | Added |
| Sowell Financial Services LLC | 330,100 | $2.39M | 0.11% | +78,533+31.2% | Added |
| Park Avenue Securities LLC | 326,379 | $2.35M | 0.03% | +56,245+20.8% | Added |
| Chicago Partners Investment Group LLC | 300,509 | $2.10M | 0.09% | +30,974+11.5% | Added |
| Rareview Capital LLC | 289,879 | $2.08M | 2.05% | −118,736−29.1% | Reduced |
| First Trust Advisors LP | 280,545 | $2.02M | 0.00% | +24,320+9.5% | Added |
| Fiera Capital Corp | 277,253 | $1.99M | 0.01% | +1,991+0.7% | Added |
| GWM Advisors LLC | 245,115 | $1.76M | 0.02% | +33,356+15.8% | Added |
| CoreCap Advisors, LLC | 240,931 | $1.73M | 0.09% | −23,784−9.0% | Reduced |
| Davenport & Co LLC | 219,873 | $1.58M | 0.01% | −857−0.4% | Reduced |
| Petra Financial Advisors Inc | 204,892 | $1.47M | 1.08% | −1,597−0.8% | Reduced |
| Fca Corp | 203,555 | $1.46M | 0.47% | +26,049+14.7% | Added |
| MSH Capital Advisors LLC | 196,211 | $1.41M | 0.50% | +4,079+2.1% | Added |
| Jupiter Wealth Management LLC | 182,794 | $1.32M | 0.70% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 175,476 | $1.26M | 0.01% | −7,488−4.1% | Reduced |
| Shaker Financial Services, LLC | 158,013 | $1.14M | 0.44% | −314,123−66.5% | Reduced |
| Thrivent Financial for Lutherans | 158,412 | $1.14M | 0.00% | −14,000−8.1% | Reduced |
| Geneos Wealth Management Inc. | 152,772 | $1.10M | 0.05% | −10,934−6.7% | Reduced |
| Rockefeller Capital Management L.P. | 128,821 | $926.2K | 0.00% | −517,058−80.1% | Reduced |
| E&G Advisors, LP | 112,350 | $807.1K | 0.25% | −1,050−0.9% | Reduced |
| Kestra Advisory Services, LLC | 108,844 | $782.6K | 0.01% | +1,962+1.8% | Added |
| Mariner, LLC | 107,967 | $776.3K | 0.00% | +1,711+1.6% | Added |
| Melfa Wealth Management, LLC | 104,456 | $751.0K | 0.54% | +150.0% | Added |
| Wedbush Securities Inc | 103,154 | $742.0K | 0.03% | −832−0.8% | Reduced |
| Palogic Value Management, L.P. | 102,293 | $735.5K | 0.32% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 99,742 | $717.1K | 0.03% | +3,637+3.8% | Added |
| Samalin Investment Counsel, LLC | 94,740 | $681.2K | 0.32% | +2,137+2.3% | Added |
| Prevail Innovative Wealth Advisors, LLC | 92,248 | $663.3K | 0.25% | +56,755+159.9% | Added |
| Whittier Trust Co | 91,507 | $657.9K | 0.01% | −7,171−7.3% | Reduced |
| Wealthcare Advisory Partners LLC | 91,290 | $656.4K | 0.02% | −6,664−6.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 90,695 | $652.1K | 0.17% | −474−0.5% | Reduced |
| Wela Strategies, Inc. | 89,226 | $641.5K | 0.30% | −54,690−38.0% | Reduced |
| HighTower Advisors, LLC | 88,804 | $637.0K | 0.00% | −285,927−76.3% | Reduced |
| Benchmark Investment Advisors LLC | 88,000 | $632.7K | 0.50% | +88,000 | New |
| Comerica Bank | 87,445 | $628.7K | 0.00% | −2,171−2.4% | Reduced |
| Spire Wealth Management | 85,649 | $615.8K | 0.02% | +14,348+20.1% | Added |
| Accel Wealth Management | 84,119 | $604.8K | 0.26% | +1,145+1.4% | Added |
| All Season Financial Advisors, Inc. | 83,898 | $603.2K | 0.50% | +4,715+6.0% | Added |
| RSM US Wealth Management LLC | 83,362 | $599.4K | 0.02% | +83,362 | New |
| Principal Securities, Inc. | 80,579 | $579.4K | 0.02% | −864−1.1% | Reduced |
| Marino, Stram & Associates LLC | 79,161 | $569.2K | 0.13% | 00.0% | Unchanged |
| Eudaimonia Partners, LLC | 79,061 | $568.4K | 0.14% | −9,259−10.5% | Reduced |
| Atria Wealth Solutions, Inc. | 73,869 | $533.8K | 0.01% | −24,648−25.0% | Reduced |
| Diversify Advisory Services, LLC | 73,000 | $522.7K | 0.03% | +73,000 | New |
| Level Four Advisory Services, LLC | 76,337 | $516.0K | 0.03% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 71,977 | $497.4K | 0.08% | −2,591−3.5% | Reduced |
| Stolper Co | 68,776 | $494.0K | 0.18% | +676+1.0% | Added |
| Northwestern Mutual Wealth Management Co | 61,126 | $439.5K | 0.00% | +1,940+3.3% | Added |
| Mosaic Family Wealth Partners, LLC | 59,470 | $427.6K | 0.07% | −17,117−22.3% | Reduced |
| RVW Wealth, LLC | 58,500 | $420.6K | 0.04% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 58,268 | $418.9K | 0.02% | +23,489+67.5% | Added |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $397.4K | 0.16% | +6,550+13.4% | Added |
| TownSquare Capital, LLC | 54,247 | $390.0K | 0.01% | −1,557−2.8% | Reduced |
| Gridiron Partners, LLC | 52,969 | $380.8K | 0.24% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 51,939 | $373.4K | 0.01% | 00.0% | Unchanged |
| CSS LLC | 51,605 | $371.0K | 0.03% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 51,460 | $370.0K | 0.06% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 51,293 | $368.8K | 0.00% | +23,553+84.9% | Added |
| Ameritas Advisory Services, LLC | 50,568 | $361.6K | 0.01% | +50,568 | New |
| Marathon Trading Investment Management LLC | 50,000 | $359.5K | 0.14% | −5,000−9.1% | Reduced |