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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, 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.

Institutional holdersQ1 2024: 286 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 heldQ1 2024: $580.6M
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, Q1 2024

Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q4 2023.

Institutions holding JPC in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
180 Wealth Advisors, LLC14,502$104.3K0.02%00.0%Unchanged
Financial Advocates Investment Management15,107$108.6K0.01%−1,950−11.4%Reduced
Gill Capital Partners, LLC15,735$110.8K0.04%00.0%Unchanged
Titleist Asset Management, LLC15,491$111.4K0.02%+15,491New
HTLF Bank15,683$112.8K0.01%00.0%Unchanged
Tyche Wealth Partners LLC15,726$113.1K0.03%00.0%Unchanged
MKT Advisors LLC16,061$113.2K0.06%00.0%Unchanged
Alpha Cubed Investments, LLC15,899$114.3K0.01%00.0%Unchanged
Stonegate Investment Group, LLC15,988$115.0K0.00%−1,977−11.0%Reduced
Belpointe Asset Management LLC16,546$119.0K0.01%00.0%Unchanged
Horizon Kinetics Asset Management LLC16,714$120.2K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC16,744$120.4K0.00%−2,480−12.9%Reduced
Watershed Private Wealth LLC16,847$121.1K0.05%−3,796−18.4%Reduced
Virtu Financial LLC17,029$122.0K0.01%+3,466+25.6%Added
Empower Advisory Group, LLC17,169$123.4K0.00%+17,169New
Glass Jacobson Investment Advisors llc17,211$123.7K0.05%+450+2.7%Added
Central Trust Co17,498$125.8K0.00%−23,334−57.1%Reduced
Sofos Investments, Inc.18,442$128.6K0.02%+9,221+100.0%Added
MML Investors Services, LLC19,008$137.0K0.00%+8,442+79.9%Added
Stonebrook Private Inc.19,421$139.6K0.04%−3,594−15.6%Reduced
Coastal Investment Advisors, Inc.19,640$141.2K0.03%+172+0.9%Added
AXS Investments LLC20,000$143.8K0.03%−7,000−25.9%Reduced
Aptus Capital Advisors, LLC20,096$144.5K0.00%+20,096New
TSFG, LLC20,222$145.0K0.04%00.0%Unchanged
Pinnacle Wealth Planning Services, Inc.20,404$146.7K0.02%+2,512+14.0%Added
Strategic Financial Concepts, LLC20,553$147.8K0.04%+9,676+89.0%Added
International Private Wealth Advisors LLC20,674$148.7K0.29%+383+1.9%Added
Waterfront Wealth Inc.21,749$152.1K0.04%−1,471−6.3%Reduced
Wesbanco Bank Inc21,155$152.1K0.01%−30.0%Reduced
Clifford Swan Investment Counsel LLC21,424$154.0K0.01%+2,472+13.0%Added
Meridian Investment Counsel Inc.21,850$157.1K0.05%−10,000−31.4%Reduced
Fifth Third Bancorp22,115$159.0K0.00%−3,514−13.7%Reduced
WealthTrust Axiom LLC22,330$160.6K0.05%+10.0%Added
We Are One Seven, LLC22,493$161.7K0.01%+1,465+7.0%Added
Susquehanna International Group, LLP23,173$166.6K0.00%+23,173New
Ausdal Financial Partners, Inc.23,190$166.7K0.02%+40.0%Added
J. L. Bainbridge & Co., Inc.23,399$168.2K0.02%+23,399New
D.A. Davidson & Co.23,563$169.4K0.00%−3,033−11.4%Reduced
Fortitude Advisory Group L.L.C.24,297$174.7K0.10%+3,699+18.0%Added
Prospera Financial Services Inc24,487$176.1K0.01%−6,802−21.7%Reduced
Keybank National Association24,921$179.2K0.00%00.0%Unchanged
Berger Financial Group, Inc25,012$179.8K0.01%−4,007−13.8%Reduced
Snowden Capital Advisors LLC25,732$186.2K0.01%+24+0.1%Added
Ieq Capital, LLC26,555$190.9K0.00%+9,215+53.1%Added
Caldwell Sutter Capital, Inc.27,144$195.2K0.09%−6,720−19.8%Reduced
Bank of New York Mellon Corp27,289$196.2K0.00%+27,289New
Concurrent Investment Advisors, LLC27,305$196.3K0.01%−2,635−8.8%Reduced
Duncker Streett & Co Inc27,439$197.3K0.04%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC27,508$197.8K0.00%−6,994−20.3%Reduced
Beacon Pointe Advisors, LLC27,839$200.2K0.00%+10,396+59.6%Added
Advisor OS, LLC28,924$208.0K0.02%00.0%Unchanged
NWF Advisory Services Inc.30,138$216.7K0.04%+1,500+5.2%Added
Parsons Capital Management Inc30,526$219.5K0.02%00.0%Unchanged
Shufro Rose & Co LLC30,873$222.0K0.02%+13,373+76.4%Added
Private Trust Co NA31,169$224.1K0.02%00.0%Unchanged
StoneX Group Inc.32,860$237.4K0.02%+20,588+167.8%Added
Penbrook Management LLC33,621$241.7K0.15%00.0%Unchanged
Carson Advisory Inc.33,710$242.4K0.17%+14,400+74.6%Added
Prairie Wealth Advisors, Inc.34,227$247.7K0.12%+34,227New
Avantax Advisory Services, Inc.35,676$256.5K0.00%−1,343−3.6%Reduced
James Investment Research Inc36,500$262.4K0.03%+36,500New
RMB Capital Management, LLC37,045$266.4K0.01%−540−1.4%Reduced
Independent Financial Group, LLC37,282$268.1K0.01%+1,070+3.0%Added
Millennium Management LLC37,714$271.2K0.00%−59,099−61.0%Reduced
Patriot Financial Group Insurance Agency, LLC37,974$273.0K0.04%−1,669−4.2%Reduced
Mercer Global Advisors Inc38,251$275.0K0.00%−5,569−12.7%Reduced
Wetherby Asset Management Inc38,902$279.7K0.01%+23,065+145.6%Added
Investors Asset Management of Georgia Inc39,000$280.4K0.13%−2,000−4.9%Reduced
Catalina Capital Group, LLC39,429$283.5K0.12%00.0%Unchanged
XTX Topco Ltd39,998$287.6K0.04%+39,998New
Transcend Wealth Collective, LLC42,335$304.4K0.02%+27,000+176.1%Added
Investmark Advisory Group LLC42,510$305.6K0.17%+480+1.1%Added
Kestra Private Wealth Services, LLC44,151$317.4K0.01%+25,163+132.5%Added
LexAurum Advisors, LLC44,260$318.2K0.08%−27,267−38.1%Reduced
Sage Capital Advisors,llc44,448$319.6K0.09%+720+1.6%Added
Operose Advisors LLC44,465$319.7K0.11%−16,041−26.5%Reduced
Raymond James Trust N.A.44,513$320.0K0.01%00.0%Unchanged
Walleye Capital LLC44,724$321.6K0.00%+44,724New
Integrated Capital Management, Inc.44,959$323.3K0.26%+12,594+38.9%Added
49 Wealth Management, LLC46,409$332.3K0.07%00.0%Unchanged
Centurion Wealth Management LLC46,476$334.2K0.13%+21,551+86.5%Added
Oppenheimer & Co Inc47,110$338.7K0.01%−20,115−29.9%Reduced
One Wealth Management Investment & Advisory Services, LLC47,965$344.9K0.14%00.0%Unchanged
Burney Co48,913$351.7K0.01%−12,787−20.7%Reduced
International Assets Investment Management, LLC49,302$353.0K0.04%+43+0.1%Added
Marathon Trading Investment Management LLC50,000$359.5K0.14%−5,000−9.1%Reduced
Ameritas Advisory Services, LLC50,568$361.6K0.01%+50,568New
CI Private Wealth, LLC51,293$368.8K0.00%+23,553+84.9%Added
Live Oak Private Wealth LLC51,460$370.0K0.06%00.0%Unchanged
CSS LLC51,605$371.0K0.03%00.0%Unchanged
Harbour Investments, Inc.51,939$373.4K0.01%00.0%Unchanged
Gridiron Partners, LLC52,969$380.8K0.24%00.0%Unchanged
TownSquare Capital, LLC54,247$390.0K0.01%−1,557−2.8%Reduced
Walled Lake Planning & Wealth Management, LLC55,269$397.4K0.16%+6,550+13.4%Added
TCG Advisory Services, LLC58,268$418.9K0.02%+23,489+67.5%Added
RVW Wealth, LLC58,500$420.6K0.04%00.0%Unchanged
Mosaic Family Wealth Partners, LLC59,470$427.6K0.07%−17,117−22.3%Reduced
Northwestern Mutual Wealth Management Co61,126$439.5K0.00%+1,940+3.3%Added
Stolper Co68,776$494.0K0.18%+676+1.0%Added
Financial Enhancement Group LLC71,977$497.4K0.08%−2,591−3.5%Reduced