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 |
|---|---|---|---|---|---|
| Level Four Advisory Services, LLC | 76,337 | $516.0K | 0.03% | 00.0% | Unchanged |
| Diversify Advisory Services, LLC | 73,000 | $522.7K | 0.03% | +73,000 | New |
| Atria Wealth Solutions, Inc. | 73,869 | $533.8K | 0.01% | −24,648−25.0% | Reduced |
| Eudaimonia Partners, LLC | 79,061 | $568.4K | 0.14% | −9,259−10.5% | Reduced |
| Marino, Stram & Associates LLC | 79,161 | $569.2K | 0.13% | 00.0% | Unchanged |
| Principal Securities, Inc. | 80,579 | $579.4K | 0.02% | −864−1.1% | Reduced |
| RSM US Wealth Management LLC | 83,362 | $599.4K | 0.02% | +83,362 | New |
| All Season Financial Advisors, Inc. | 83,898 | $603.2K | 0.50% | +4,715+6.0% | Added |
| Accel Wealth Management | 84,119 | $604.8K | 0.26% | +1,145+1.4% | Added |
| Spire Wealth Management | 85,649 | $615.8K | 0.02% | +14,348+20.1% | Added |
| Comerica Bank | 87,445 | $628.7K | 0.00% | −2,171−2.4% | Reduced |
| Benchmark Investment Advisors LLC | 88,000 | $632.7K | 0.50% | +88,000 | New |
| HighTower Advisors, LLC | 88,804 | $637.0K | 0.00% | −285,927−76.3% | Reduced |
| Wela Strategies, Inc. | 89,226 | $641.5K | 0.30% | −54,690−38.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 90,695 | $652.1K | 0.17% | −474−0.5% | Reduced |
| Wealthcare Advisory Partners LLC | 91,290 | $656.4K | 0.02% | −6,664−6.8% | Reduced |
| Whittier Trust Co | 91,507 | $657.9K | 0.01% | −7,171−7.3% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 92,248 | $663.3K | 0.25% | +56,755+159.9% | Added |
| Samalin Investment Counsel, LLC | 94,740 | $681.2K | 0.32% | +2,137+2.3% | Added |
| Cary Street Partner Investment Advisory LLC | 99,742 | $717.1K | 0.03% | +3,637+3.8% | Added |
| Palogic Value Management, L.P. | 102,293 | $735.5K | 0.32% | 00.0% | Unchanged |
| Wedbush Securities Inc | 103,154 | $742.0K | 0.03% | −832−0.8% | Reduced |
| Melfa Wealth Management, LLC | 104,456 | $751.0K | 0.54% | +150.0% | Added |
| Mariner, LLC | 107,967 | $776.3K | 0.00% | +1,711+1.6% | Added |
| Kestra Advisory Services, LLC | 108,844 | $782.6K | 0.01% | +1,962+1.8% | Added |
| E&G Advisors, LP | 112,350 | $807.1K | 0.25% | −1,050−0.9% | Reduced |
| Rockefeller Capital Management L.P. | 128,821 | $926.2K | 0.00% | −517,058−80.1% | Reduced |
| Geneos Wealth Management Inc. | 152,772 | $1.10M | 0.05% | −10,934−6.7% | Reduced |
| Thrivent Financial for Lutherans | 158,412 | $1.14M | 0.00% | −14,000−8.1% | Reduced |
| Shaker Financial Services, LLC | 158,013 | $1.14M | 0.44% | −314,123−66.5% | Reduced |
| Private Advisor Group, LLC | 175,476 | $1.26M | 0.01% | −7,488−4.1% | Reduced |
| Jupiter Wealth Management LLC | 182,794 | $1.32M | 0.70% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 196,211 | $1.41M | 0.50% | +4,079+2.1% | Added |
| Fca Corp | 203,555 | $1.46M | 0.47% | +26,049+14.7% | Added |
| Petra Financial Advisors Inc | 204,892 | $1.47M | 1.08% | −1,597−0.8% | Reduced |
| Davenport & Co LLC | 219,873 | $1.58M | 0.01% | −857−0.4% | Reduced |
| CoreCap Advisors, LLC | 240,931 | $1.73M | 0.09% | −23,784−9.0% | Reduced |
| GWM Advisors LLC | 245,115 | $1.76M | 0.02% | +33,356+15.8% | Added |
| Fiera Capital Corp | 277,253 | $1.99M | 0.01% | +1,991+0.7% | Added |
| First Trust Advisors LP | 280,545 | $2.02M | 0.00% | +24,320+9.5% | Added |
| Rareview Capital LLC | 289,879 | $2.08M | 2.05% | −118,736−29.1% | Reduced |
| Chicago Partners Investment Group LLC | 300,509 | $2.10M | 0.09% | +30,974+11.5% | Added |
| Park Avenue Securities LLC | 326,379 | $2.35M | 0.03% | +56,245+20.8% | Added |
| Sowell Financial Services LLC | 330,100 | $2.39M | 0.11% | +78,533+31.2% | Added |
| Truist Financial Corp | 334,445 | $2.40M | 0.00% | +19,435+6.2% | Added |
| Cerity Partners LLC | 343,262 | $2.47M | 0.01% | +68,507+24.9% | Added |
| Cetera Investment Advisers | 345,396 | $2.48M | 0.01% | +215,668+166.2% | Added |
| Campbell Capital Management Inc | 399,064 | $2.87M | 1.26% | +3,207+0.8% | Added |
| Lido Advisors, LLC | 400,716 | $2.90M | 0.03% | +33,522+9.1% | Added |
| Landscape Capital Management, L.L.C. | 438,121 | $3.15M | 0.28% | −346,416−44.2% | Reduced |
| Protective Life Corp | 440,000 | $3.16M | 100.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 475,059 | $3.42M | 0.01% | −7,367−1.5% | Reduced |
| Pathstone Holdings, LLC | 476,282 | $3.43M | 0.02% | −77,165−13.9% | Reduced |
| Advisors Asset Management, Inc. | 477,939 | $3.44M | 0.07% | +176,037+58.3% | Added |
| Baird Financial Group, Inc. | 482,325 | $3.47M | 0.01% | +323,669+204.0% | Added |
| Rothschild Investment LLC | 528,701 | $3.80M | 0.28% | +8,512+1.6% | Added |
| Stratos Wealth Partners, LTD. | 532,426 | $3.83M | 0.06% | −4,361−0.8% | Reduced |
| Janney Montgomery Scott LLC | 532,770 | $3.83M | 0.01% | +101,383+23.5% | Added |
| Moors & Cabot, Inc. | 542,696 | $3.90M | 0.21% | −23,952−4.2% | Reduced |
| Stifel Financial Corp | 549,787 | $3.95M | 0.00% | +34,309+6.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 578,624 | $4.16M | 0.01% | −8,906−1.5% | Reduced |
| Guggenheim Capital LLC | 582,384 | $4.19M | 0.03% | +128,786+28.4% | Added |
| Captrust Financial Advisors | 675,202 | $4.85M | 0.02% | +89,054+15.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 677,633 | $4.87M | 0.26% | +119,218+21.3% | Added |
| Royal Bank of Canada | 704,485 | $5.07M | 0.00% | +4,546+0.6% | Added |
| Advisor Group Holdings, Inc. | 815,105 | $5.86M | 0.01% | −15,714−1.9% | Reduced |
| Capital Investment Advisors, LLC | 926,888 | $6.66M | 0.16% | +87,213+10.4% | Added |
| Greatmark Investment Partners, Inc. | 967,236 | $6.95M | 0.99% | +104,523+12.1% | Added |
| Envestnet Asset Management Inc | 996,590 | $7.17M | 0.00% | −165,933−14.3% | Reduced |
| Ameriprise Financial Inc | 1,067,338 | $7.68M | 0.00% | −1,481−0.1% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 1,165,060 | $8.38M | 2.96% | −152,496−11.6% | Reduced |
| Algebris (UK) Ltd | 1,429,820 | $9.53M | 4.23% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,395,741 | $10.0M | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 1,763,421 | $12.7M | 0.02% | −28,336−1.6% | Reduced |
| CNH Partners LLC | 1,818,591 | $13.1M | 0.46% | −400,525−18.0% | Reduced |
| Penserra Capital Management LLC | 1,854,872 | $13.3M | 0.17% | +7,373+0.4% | Added |
| Raymond James & Associates | 2,269,985 | $16.3M | 0.01% | +104,414+4.8% | Added |
| Bank of America Corp | 2,500,025 | $18.0M | 0.00% | +610,025+32.3% | Added |
| LPL Financial LLC | 2,809,794 | $20.2M | 0.01% | +1,200,496+74.6% | Added |
| UBS Group AG | 3,319,616 | $23.9M | 0.01% | −66,838−2.0% | Reduced |
| Wells Fargo & Company | 3,345,432 | $24.1M | 0.01% | +112,760+3.5% | Added |
| Invesco Ltd. | 4,420,583 | $31.8M | 0.01% | +107,415+2.5% | Added |
| Sit Investment Associates Inc | 6,578,667 | $47.3M | 1.09% | +72,775+1.1% | Added |
| Rivernorth Capital Management, LLC | 7,042,269 | $50.6M | 2.45% | −2,563,375−26.7% | Reduced |
| Morgan Stanley | 13,459,566 | $96.8M | 0.01% | +955,799+7.6% | Added |
| SageView Advisory Group, LLC | 86,265 | – | – | +67,824+367.8% | Added |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −897,248−100.0% | Sold out |
| Rpo LLC | 0 | $0 | 0.00% | −687,473−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −366,678−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −229,141−100.0% | Sold out |
| Sea Otter Advisors LLC | 0 | $0 | 0.00% | −200,200−100.0% | Sold out |
| Matisse Capital | 0 | $0 | 0.00% | −122,612−100.0% | Sold out |
| Biechele Royce Advisors | 0 | $0 | 0.00% | −34,890−100.0% | Sold out |
| Daymark Wealth Partners, LLC | 0 | $0 | 0.00% | −33,814−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −29,054−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −27,208−100.0% | Sold out |
| CTC Alternative Strategies, Ltd. | 0 | $0 | 0.00% | −27,185−100.0% | Sold out |
| Mairs & Power Inc | 0 | $0 | 0.00% | −26,999−100.0% | Sold out |
| Emergent Wealth Advisors, LLC | 0 | $0 | 0.00% | −26,903−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −26,458−100.0% | Sold out |