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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.

Q1 2024 vs. Q4 2023

How the institutions holding Nuveen Preferred & Income Opportunities Fund changed between Q4 2023 and Q1 2024.

All holders in Q1 2024All holders in Q4 2023

13F holders of JPC: Q4 2023 compared with Q1 2024
MeasureQ4 2023Of which not filed for Q1 2024Q1 2024Change
Holders2983286−9
Shares84.1M7.55K81.0M−3.14M (−3.7%)
Value$568.1M$50.9K$580.6M+$12.6M (+2.2%)

3 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (37)

Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q1 2024 but not at the end of Q4 2023.

Institutions new to JPC in Q1 2024
InstitutionSharesValue% of portfolio
Benchmark Investment Advisors LLC88,000$632.7K0.50%
RSM US Wealth Management LLC83,362$599.4K0.02%
Diversify Advisory Services, LLC73,000$522.7K0.03%
Ameritas Advisory Services, LLC50,568$361.6K0.01%
Walleye Capital LLC44,724$321.6K0.00%
XTX Topco Ltd39,998$287.6K0.04%
James Investment Research Inc36,500$262.4K0.03%
Prairie Wealth Advisors, Inc.34,227$247.7K0.12%
Bank of New York Mellon Corp27,289$196.2K0.00%
J. L. Bainbridge & Co., Inc.23,399$168.2K0.02%
Susquehanna International Group, LLP23,173$166.6K0.00%
Aptus Capital Advisors, LLC20,096$144.5K0.00%
Empower Advisory Group, LLC17,169$123.4K0.00%
Titleist Asset Management, LLC15,491$111.4K0.02%
Wealth Advisory Solutions, LLC14,000$100.7K0.03%
Second Line Capital, LLC12,551$90.8K0.03%
Future Financial Wealth Managment LLC12,000$86.3K0.07%
CIBC Private Wealth Group, LLC11,541$82.6K0.00%
Deutsche Bank AG10,991$79.0K0.00%
Heritage Wealth Management, Inc.10,985$79.0K0.08%
RFG Advisory, LLC10,209$73.4K0.00%
Good Life Advisors, LLC10,133$72.9K0.01%
Smith Chas P & Associates Pa Cpas10,000$71.9K0.00%
Pacific Wealth Strategies Group, Inc.10,000$71.9K0.06%
Gilliland Jeter Wealth Management LLC7,575$54.5K0.02%
Sunbelt Securities, Inc.4,780$34.4K0.00%
FNY Investment Advisers, LLC3,000$21.0K0.01%
Ronald Blue Trust, Inc.2,398$17.2K0.00%
Hilltop National Bank1,977$14.2K0.00%
Main Street Group, LTD1,681$12.1K0.01%
Gen-Wealth Partners Inc929$6.68K0.00%
Assetmark, Inc711$5.11K0.00%
LRI Investments, LLC415$2.98K0.00%
Boyd Watterson Asset Management LLC395$2.84K0.00%
Toth Financial Advisory Corp200$1.44K0.00%
CBIZ Investment Advisory Services, LLC87$6260.00%
Tower Research Capital LLC (TRC)44$3160.00%

Sold out (46)

Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q4 2023 and filed for Q1 2024 without it.

Institutions that sold out of JPC in Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Saba Capital Management, L.P.897,248$6.07M
Rpo LLC687,473$4.65M
AE Wealth Management LLC366,678$2.64M
Cetera Advisor Networks LLC229,141$1.55M
Sea Otter Advisors LLC200,200$1.35M
Matisse Capital122,612$828.9K
Biechele Royce Advisors34,890$236.0K
Daymark Wealth Partners, LLC33,814$228.6K
Weiss Asset Management LP29,054$196.4K
Kovack Advisors, Inc.27,208$183.9K
CTC Alternative Strategies, Ltd.27,185$183.8K
Mairs & Power Inc26,999$182.5K
Emergent Wealth Advisors, LLC26,903$181.9K
Cetera Advisors LLC26,458$178.9K
Logan Stone Capital, LLC22,504$152.1K
Jane Street Group, LLC22,299$150.7K
Western Wealth Management, LLC19,838$134.1K
Elequin Capital LP19,777$133.7K
Arnhold LLC18,226$123.2K
Nwam LLC15,175$102.6K
Constitution Capital LLC15,113$102.2K
Family Management Corp14,156$95.7K
Creative Planning13,763$93.0K
NorthCrest Asset Manangement, LLC13,218$89.4K
Flagship Harbor Advisors, LLC11,904$80.5K
Sound View Wealth Advisors Group, LLC11,770$79.6K
Romano Brothers and Company11,550$78.1K
Moneta Group Investment Advisors LLC11,356$76.8K
Coldstream Capital Management Inc10,935$73.9K
J.W. Cole Advisors, Inc.10,408$70.4K
Farmers & Merchants Trust Co of Chambersburg PA10,089$68.0K
LM Advisors LLC8,800$59.5K
Bessemer Group Inc7,209$49.0K
Northwest Financial Advisors3,449$23.3K
Truvestments Capital LLC3,065$20.7K
Clearstead Advisors, LLC2,300$15.5K
McGlone Suttner Wealth Management, Inc.1,948$13.2K
Focused Wealth Management, Inc1,580$10.7K
Planned Solutions, Inc.1,545$10.4K
Provenance Wealth Advisors, LLC1,118$7.56K
GPS Wealth Strategies Group, LLC909$6.14K
Kelly Financial Services LLC670$4.53K
Gradient Investments LLC625$4.22K
Laurel Wealth Advisors LLC14$95
Rockbridge Investment Management, LCC4$28
DHJJ Financial Advisors, Ltd.2$14

Not filed for Q1 2024 yet (3)

Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q4 2023 and haven't filed a 13F for Q1 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPC in Q4 2023 that haven't filed for Q1 2024
InstitutionShares, Q4 2023Value, Q4 2023
Bartlett & Co. LLC3,419$23.0K
Baystate Wealth Management LLC3,027$20.5K
Coppell Advisory Solutions LLC1,105$7.47K