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 |
|---|---|---|---|---|---|
| Beacon Capital Management, LLC | 13,203 | $94.9K | 0.02% | +403+3.1% | Added |
| US Bancorp | 12,920 | $92.9K | 0.00% | +10,655+470.4% | Added |
| Smith Shellnut Wilson LLC | 12,855 | $92.4K | 0.05% | 00.0% | Unchanged |
| Second Line Capital, LLC | 12,551 | $90.8K | 0.03% | +12,551 | New |
| Occidental Asset Management, LLC | 12,541 | $90.2K | 0.02% | +1,813+16.9% | Added |
| Equitable Holdings, Inc. | 12,527 | $90.1K | 0.00% | +37+0.3% | Added |
| Boothbay Fund Management, LLC | 12,000 | $86.3K | 0.00% | −321,363−96.4% | Reduced |
| Future Financial Wealth Managment LLC | 12,000 | $86.3K | 0.07% | +12,000 | New |
| Advisory Services Network, LLC | 11,985 | $86.2K | 0.00% | −2,140−15.2% | Reduced |
| Eschler Asset Management LLP | 12,000 | $85.9K | 0.06% | −27,000−69.2% | Reduced |
| Apollon Wealth Management, LLC | 11,680 | $84.0K | 0.00% | −652−5.3% | Reduced |
| Green Square Capital Advisors LLC | 11,653 | $83.8K | 0.01% | −706−5.7% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,000 | $83.6K | 0.04% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 11,520 | $82.8K | 0.06% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 11,510 | $82.8K | 0.03% | −1,414−10.9% | Reduced |
| CIBC Private Wealth Group, LLC | 11,541 | $82.6K | 0.00% | +11,541 | New |
| Bramshill Investments, LLC | 11,319 | $81.4K | 0.01% | −55,918−83.2% | Reduced |
| Beacon Financial Advisory LLC | 11,141 | $80.1K | 0.04% | 00.0% | Unchanged |
| Deutsche Bank AG | 10,991 | $79.0K | 0.00% | +10,991 | New |
| Heritage Wealth Management, Inc. | 10,985 | $79.0K | 0.08% | +10,985 | New |
| Obermeyer Wood Investment Counsel, LLLP | 10,977 | $78.9K | 0.00% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 10,840 | $77.9K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 10,525 | $75.7K | 0.01% | +32+0.3% | Added |
| Prime Capital Investment Advisors, LLC | 10,350 | $74.4K | 0.00% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,231 | $73.6K | 0.02% | 00.0% | Unchanged |
| RFG Advisory, LLC | 10,209 | $73.4K | 0.00% | +10,209 | New |
| Coastline Trust Co | 10,143 | $72.9K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 10,133 | $72.9K | 0.01% | +10,133 | New |
| CoreFirst Bank & Trust | 10,092 | $72.6K | 0.05% | 00.0% | Unchanged |
| National Asset Management, Inc. | 11,285 | $71.9K | 0.00% | −37,391−76.8% | Reduced |
| Abel Hall, LLC | 10,000 | $71.9K | 0.05% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 10,000 | $71.9K | 0.00% | +10,000 | New |
| Pacific Wealth Strategies Group, Inc. | 10,000 | $71.9K | 0.06% | +10,000 | New |
| CWM, LLC | 9,133 | $66.0K | 0.00% | +1,606+21.3% | Added |
| NBC Securities, Inc. | 8,218 | $59.0K | 0.01% | +1,275+18.4% | Added |
| Gilliland Jeter Wealth Management LLC | 7,575 | $54.5K | 0.02% | +7,575 | New |
| Proequities, Inc. | 7,409 | $53.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 6,645 | $46.8K | 0.00% | −829−11.1% | Reduced |
| PSI Advisors, LLC | 6,500 | $46.7K | 0.02% | −6,596−50.4% | Reduced |
| SOA Wealth Advisors, LLC. | 6,007 | $43.2K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 5,732 | $41.0K | 0.02% | +41+0.7% | Added |
| Wolverine Asset Management LLC | 5,379 | $38.7K | 0.00% | −167,970−96.9% | Reduced |
| Creekmur Asset Management LLC | 5,066 | $36.4K | 0.01% | −6,087−54.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,944 | $35.5K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4,780 | $34.4K | 0.00% | +4,780 | New |
| RE Dickinson Investment Advisors, LLC | 4,708 | $34.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,998 | $28.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,419 | $24.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3,385 | $24.3K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 3,305 | $23.8K | 0.00% | +3,304+330,400.0% | Added |
| FNY Investment Advisers, LLC | 3,000 | $21.0K | 0.01% | +3,000 | New |
| Citigroup Inc | 2,544 | $18.3K | 0.00% | +1,415+125.3% | Added |
| Ronald Blue Trust, Inc. | 2,398 | $17.2K | 0.00% | +2,398 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2,391 | $17.2K | 0.01% | −1,057−30.7% | Reduced |
| AdvisorNet Financial, Inc | 2,270 | $16.3K | 0.00% | −15−0.7% | Reduced |
| The PNC Financial Services Group, Inc. | 2,154 | $15.5K | 0.00% | +1,000+86.7% | Added |
| Game Plan Financial Advisors, LLC | 1,977 | $14.2K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,977 | $14.2K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,977 | $14.2K | 0.00% | +1,977 | New |
| Concord Wealth Partners | 1,933 | $13.9K | 0.00% | +26+1.4% | Added |
| Caldwell Trust Co | 1,908 | $13.7K | 0.00% | −180−8.6% | Reduced |
| Main Street Group, LTD | 1,681 | $12.1K | 0.01% | +1,681 | New |
| City Holding Co | 1,435 | $10.3K | 0.00% | −2,017−58.4% | Reduced |
| Citizens National Bank Trust Department | 1,400 | $10.1K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,229 | $8.84K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 1,056 | $7.59K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,003 | $7.21K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 988 | $7.10K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 929 | $6.68K | 0.00% | +929 | New |
| Assetmark, Inc | 711 | $5.11K | 0.00% | +711 | New |
| Global Retirement Partners, LLC | 688 | $4.95K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 630 | $4.53K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 494 | $3.55K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 415 | $2.98K | 0.00% | +415 | New |
| Boyd Watterson Asset Management LLC | 395 | $2.84K | 0.00% | +395 | New |
| JPMorgan Chase & Co | 359 | $2.58K | 0.00% | −9,792−96.5% | Reduced |
| Wolff Wiese Magana LLC | 350 | $2.52K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 296 | $2.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 219 | $1.59K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 200 | $1.44K | 0.00% | +200 | New |
| Sugarloaf Wealth Management, LLC | 135 | $971 | 0.00% | −3,334−96.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 87 | $626 | 0.00% | +87 | New |
| Pflug Koory, LLC | 66 | $475 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 44 | $316 | 0.00% | +44 | New |
| Gleason Group, Inc. | 21 | $148 | 0.00% | +1+5.0% | 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 |