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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 49,302 | $353.0K | 0.04% | +43+0.1% | Added |
| Burney Co | 48,913 | $351.7K | 0.01% | −12,787−20.7% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 47,965 | $344.9K | 0.14% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 47,110 | $338.7K | 0.01% | −20,115−29.9% | Reduced |
| Centurion Wealth Management LLC | 46,476 | $334.2K | 0.13% | +21,551+86.5% | Added |
| 49 Wealth Management, LLC | 46,409 | $332.3K | 0.07% | 00.0% | Unchanged |
| Integrated Capital Management, Inc. | 44,959 | $323.3K | 0.26% | +12,594+38.9% | Added |
| Walleye Capital LLC | 44,724 | $321.6K | 0.00% | +44,724 | New |
| Raymond James Trust N.A. | 44,513 | $320.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 44,465 | $319.7K | 0.11% | −16,041−26.5% | Reduced |
| Sage Capital Advisors,llc | 44,448 | $319.6K | 0.09% | +720+1.6% | Added |
| LexAurum Advisors, LLC | 44,260 | $318.2K | 0.08% | −27,267−38.1% | Reduced |
| Kestra Private Wealth Services, LLC | 44,151 | $317.4K | 0.01% | +25,163+132.5% | Added |
| Investmark Advisory Group LLC | 42,510 | $305.6K | 0.17% | +480+1.1% | Added |
| Transcend Wealth Collective, LLC | 42,335 | $304.4K | 0.02% | +27,000+176.1% | Added |
| XTX Topco Ltd | 39,998 | $287.6K | 0.04% | +39,998 | New |
| Catalina Capital Group, LLC | 39,429 | $283.5K | 0.12% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 39,000 | $280.4K | 0.13% | −2,000−4.9% | Reduced |
| Wetherby Asset Management Inc | 38,902 | $279.7K | 0.01% | +23,065+145.6% | Added |
| Mercer Global Advisors Inc | 38,251 | $275.0K | 0.00% | −5,569−12.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 37,974 | $273.0K | 0.04% | −1,669−4.2% | Reduced |
| Millennium Management LLC | 37,714 | $271.2K | 0.00% | −59,099−61.0% | Reduced |
| Independent Financial Group, LLC | 37,282 | $268.1K | 0.01% | +1,070+3.0% | Added |
| RMB Capital Management, LLC | 37,045 | $266.4K | 0.01% | −540−1.4% | Reduced |
| James Investment Research Inc | 36,500 | $262.4K | 0.03% | +36,500 | New |
| Avantax Advisory Services, Inc. | 35,676 | $256.5K | 0.00% | −1,343−3.6% | Reduced |
| Prairie Wealth Advisors, Inc. | 34,227 | $247.7K | 0.12% | +34,227 | New |
| Carson Advisory Inc. | 33,710 | $242.4K | 0.17% | +14,400+74.6% | Added |
| Penbrook Management LLC | 33,621 | $241.7K | 0.15% | 00.0% | Unchanged |
| StoneX Group Inc. | 32,860 | $237.4K | 0.02% | +20,588+167.8% | Added |
| Private Trust Co NA | 31,169 | $224.1K | 0.02% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 30,873 | $222.0K | 0.02% | +13,373+76.4% | Added |
| Parsons Capital Management Inc | 30,526 | $219.5K | 0.02% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 30,138 | $216.7K | 0.04% | +1,500+5.2% | Added |
| Advisor OS, LLC | 28,924 | $208.0K | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 27,839 | $200.2K | 0.00% | +10,396+59.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 27,508 | $197.8K | 0.00% | −6,994−20.3% | Reduced |
| Duncker Streett & Co Inc | 27,439 | $197.3K | 0.04% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 27,305 | $196.3K | 0.01% | −2,635−8.8% | Reduced |
| Bank of New York Mellon Corp | 27,289 | $196.2K | 0.00% | +27,289 | New |
| Caldwell Sutter Capital, Inc. | 27,144 | $195.2K | 0.09% | −6,720−19.8% | Reduced |
| Ieq Capital, LLC | 26,555 | $190.9K | 0.00% | +9,215+53.1% | Added |
| Snowden Capital Advisors LLC | 25,732 | $186.2K | 0.01% | +24+0.1% | Added |
| Berger Financial Group, Inc | 25,012 | $179.8K | 0.01% | −4,007−13.8% | Reduced |
| Keybank National Association | 24,921 | $179.2K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 24,487 | $176.1K | 0.01% | −6,802−21.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 24,297 | $174.7K | 0.10% | +3,699+18.0% | Added |
| D.A. Davidson & Co. | 23,563 | $169.4K | 0.00% | −3,033−11.4% | Reduced |
| J. L. Bainbridge & Co., Inc. | 23,399 | $168.2K | 0.02% | +23,399 | New |
| Ausdal Financial Partners, Inc. | 23,190 | $166.7K | 0.02% | +40.0% | Added |
| Susquehanna International Group, LLP | 23,173 | $166.6K | 0.00% | +23,173 | New |
| We Are One Seven, LLC | 22,493 | $161.7K | 0.01% | +1,465+7.0% | Added |
| WealthTrust Axiom LLC | 22,330 | $160.6K | 0.05% | +10.0% | Added |
| Fifth Third Bancorp | 22,115 | $159.0K | 0.00% | −3,514−13.7% | Reduced |
| Meridian Investment Counsel Inc. | 21,850 | $157.1K | 0.05% | −10,000−31.4% | Reduced |
| Clifford Swan Investment Counsel LLC | 21,424 | $154.0K | 0.01% | +2,472+13.0% | Added |
| Wesbanco Bank Inc | 21,155 | $152.1K | 0.01% | −30.0% | Reduced |
| Waterfront Wealth Inc. | 21,749 | $152.1K | 0.04% | −1,471−6.3% | Reduced |
| International Private Wealth Advisors LLC | 20,674 | $148.7K | 0.29% | +383+1.9% | Added |
| Strategic Financial Concepts, LLC | 20,553 | $147.8K | 0.04% | +9,676+89.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 20,404 | $146.7K | 0.02% | +2,512+14.0% | Added |
| TSFG, LLC | 20,222 | $145.0K | 0.04% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 20,096 | $144.5K | 0.00% | +20,096 | New |
| AXS Investments LLC | 20,000 | $143.8K | 0.03% | −7,000−25.9% | Reduced |
| Coastal Investment Advisors, Inc. | 19,640 | $141.2K | 0.03% | +172+0.9% | Added |
| Stonebrook Private Inc. | 19,421 | $139.6K | 0.04% | −3,594−15.6% | Reduced |
| MML Investors Services, LLC | 19,008 | $137.0K | 0.00% | +8,442+79.9% | Added |
| Sofos Investments, Inc. | 18,442 | $128.6K | 0.02% | +9,221+100.0% | Added |
| Central Trust Co | 17,498 | $125.8K | 0.00% | −23,334−57.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 17,211 | $123.7K | 0.05% | +450+2.7% | Added |
| Empower Advisory Group, LLC | 17,169 | $123.4K | 0.00% | +17,169 | New |
| Virtu Financial LLC | 17,029 | $122.0K | 0.01% | +3,466+25.6% | Added |
| Watershed Private Wealth LLC | 16,847 | $121.1K | 0.05% | −3,796−18.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 16,744 | $120.4K | 0.00% | −2,480−12.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 16,714 | $120.2K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 16,546 | $119.0K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 15,988 | $115.0K | 0.00% | −1,977−11.0% | Reduced |
| Alpha Cubed Investments, LLC | 15,899 | $114.3K | 0.01% | 00.0% | Unchanged |
| MKT Advisors LLC | 16,061 | $113.2K | 0.06% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 15,726 | $113.1K | 0.03% | 00.0% | Unchanged |
| HTLF Bank | 15,683 | $112.8K | 0.01% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 15,491 | $111.4K | 0.02% | +15,491 | New |
| Gill Capital Partners, LLC | 15,735 | $110.8K | 0.04% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 15,107 | $108.6K | 0.01% | −1,950−11.4% | Reduced |
| 180 Wealth Advisors, LLC | 14,502 | $104.3K | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 14,482 | $104.1K | 0.00% | −47,460−76.6% | Reduced |
| Moloney Securities Asset Management, LLC | 14,327 | $103.0K | 0.02% | −308−2.1% | Reduced |
| Integrated Wealth Concepts LLC | 14,129 | $101.6K | 0.00% | −109−0.8% | Reduced |
| Wealth Advisory Solutions, LLC | 14,000 | $100.7K | 0.03% | +14,000 | New |
| Gerber Kawasaki Wealth & Investment Management | 13,899 | $99.9K | 0.01% | −1,056−7.1% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 13,733 | $99.0K | 0.00% | −14,205−50.8% | Reduced |
| Resurgent Financial Advisors LLC | 13,728 | $98.7K | 0.05% | +6,969+103.1% | Added |
| Beacon Financial Group | 13,705 | $98.5K | 0.01% | +273+2.0% | Added |
| VeraBank, N.A. | 13,658 | $98.2K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 13,547 | $97.4K | 0.00% | +11+0.1% | Added |
| Valley Brook Capital Group | 13,489 | $97.0K | 0.08% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 13,369 | $96.1K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 13,362 | $96.1K | 0.00% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 13,312 | $95.7K | 0.00% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 13,222 | $95.1K | 0.01% | 00.0% | Unchanged |