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, Q2 2024
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Jun 30, 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
- 281
- −2 vs. Q1 2024
- Shares held
- 77.9M
- −2.98M (−3.7%) vs. Q1 2024
- Total value
- $580.2M
- +$516.9K (+0.1%) vs. Q1 2024
- New holders
- 28
- 82 more added
- Sold out
- 30
- 90 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 12,371,267 | $92.4M | 0.01% | −1,088,299−8.1% | Reduced |
| Sit Investment Associates Inc | 6,200,735 | $46.3M | 1.07% | −377,932−5.7% | Reduced |
| Rivernorth Capital Management, LLC | 5,055,008 | $37.8M | 1.78% | −1,987,261−28.2% | Reduced |
| Invesco Ltd. | 4,134,945 | $30.9M | 0.01% | −285,638−6.5% | Reduced |
| UBS Group AG | 3,536,364 | $26.4M | 0.01% | +216,748+6.5% | Added |
| Wells Fargo & Company | 3,433,923 | $25.7M | 0.01% | +88,491+2.6% | Added |
| LPL Financial LLC | 3,321,020 | $24.8M | 0.01% | +511,226+18.2% | Added |
| Bank of America Corp | 3,299,478 | $24.6M | 0.00% | +799,453+32.0% | Added |
| Raymond James & Associates | 2,372,462 | $17.7M | 0.01% | +102,477+4.5% | Added |
| Commonwealth Equity Services, LLC | 2,093,860 | $15.6M | 0.02% | +330,439+18.7% | Added |
| Penserra Capital Management LLC | 1,897,025 | $14.2M | 0.18% | +42,153+2.3% | Added |
| Cohen & Steers, Inc. | 1,365,741 | $10.2M | 0.02% | −30,000−2.1% | Reduced |
| Algebris (UK) Ltd | 1,429,820 | $9.97M | 3.21% | 00.0% | Unchanged |
| CNH Partners LLC | 1,223,985 | $9.14M | 0.24% | −594,606−32.7% | Reduced |
| Ameriprise Financial Inc | 1,057,555 | $7.89M | 0.00% | −9,783−0.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 1,050,552 | $7.85M | 2.75% | −114,508−9.8% | Reduced |
| Greatmark Investment Partners, Inc. | 1,030,096 | $7.69M | 1.12% | +62,860+6.5% | Added |
| Capital Investment Advisors, LLC | 1,016,237 | $7.59M | 0.17% | +89,349+9.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 819,416 | $6.12M | 0.31% | +141,783+20.9% | Added |
| Guggenheim Capital LLC | 764,515 | $5.71M | 0.04% | +182,131+31.3% | Added |
| Royal Bank of Canada | 749,436 | $5.60M | 0.00% | +44,951+6.4% | Added |
| Envestnet Asset Management Inc | 735,081 | $5.49M | 0.00% | −261,509−26.2% | Reduced |
| Advisor Group Holdings, Inc. | 709,588 | $5.30M | 0.01% | −105,517−12.9% | Reduced |
| Captrust Financial Advisors | 708,238 | $5.29M | 0.02% | +33,036+4.9% | Added |
| Advisors Asset Management, Inc. | 689,698 | $5.15M | 0.10% | +211,759+44.3% | Added |
| Raymond James Financial Services Advisors, Inc. | 621,772 | $4.64M | 0.01% | +43,148+7.5% | Added |
| Stifel Financial Corp | 556,137 | $4.15M | 0.00% | +6,350+1.2% | Added |
| Moors & Cabot, Inc. | 539,329 | $4.03M | 0.21% | −3,367−0.6% | Reduced |
| Janney Montgomery Scott LLC | 536,937 | $4.01M | 0.01% | +4,167+0.8% | Added |
| Stratos Wealth Partners, LTD. | 528,857 | $3.95M | 0.06% | −3,569−0.7% | Reduced |
| Rothschild Investment LLC | 522,885 | $3.91M | 0.27% | −5,816−1.1% | Reduced |
| Baird Financial Group, Inc. | 477,265 | $3.57M | 0.01% | −5,060−1.0% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 450,224 | $3.36M | 0.01% | −24,835−5.2% | Reduced |
| Protective Life Corp | 440,000 | $3.29M | 100.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 432,424 | $3.23M | 0.01% | +89,162+26.0% | Added |
| Lido Advisors, LLC | 396,961 | $2.99M | 0.02% | −3,755−0.9% | Reduced |
| Cetera Investment Advisers | 398,939 | $2.98M | 0.01% | +53,543+15.5% | Added |
| Campbell Capital Management Inc | 398,605 | $2.98M | 1.28% | −459−0.1% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 376,070 | $2.81M | 0.99% | +283,822+307.7% | Added |
| Truist Financial Corp | 347,544 | $2.60M | 0.00% | +13,099+3.9% | Added |
| Sowell Financial Services LLC | 328,807 | $2.48M | 0.12% | −1,293−0.4% | Reduced |
| Chicago Partners Investment Group LLC | 303,827 | $2.32M | 0.09% | +3,318+1.1% | Added |
| Rareview Capital LLC | 289,928 | $2.17M | 2.07% | +490.0% | Added |
| First Trust Advisors LP | 287,016 | $2.14M | 0.00% | +6,471+2.3% | Added |
| Fiera Capital Corp | 277,253 | $2.07M | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 251,858 | $1.88M | 0.01% | +6,743+2.8% | Added |
| CoreCap Advisors, LLC | 234,410 | $1.75M | 0.18% | −6,521−2.7% | Reduced |
| Davenport & Co LLC | 232,045 | $1.73M | 0.01% | +12,172+5.5% | Added |
| Fca Corp | 208,944 | $1.56M | 0.50% | +5,389+2.6% | Added |
| MSH Capital Advisors LLC | 204,062 | $1.52M | 0.51% | +7,851+4.0% | Added |
| Petra Financial Advisors Inc | 200,937 | $1.50M | 1.08% | −3,955−1.9% | Reduced |
| Jupiter Wealth Management LLC | 182,794 | $1.40M | 0.74% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 185,385 | $1.30M | 0.01% | +185,385 | New |
| Geneos Wealth Management Inc. | 161,103 | $1.20M | 0.05% | +8,331+5.5% | Added |
| Thrivent Financial for Lutherans | 158,412 | $1.18M | 0.00% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 157,280 | $1.17M | 0.02% | +73,918+88.7% | Added |
| Private Advisor Group, LLC | 145,626 | $1.09M | 0.01% | −29,850−17.0% | Reduced |
| Mariner, LLC | 112,543 | $840.7K | 0.00% | +4,576+4.2% | Added |
| E&G Advisors, LP | 109,450 | $816.6K | 0.24% | −2,900−2.6% | Reduced |
| Pathstone Holdings, LLC | 108,054 | $807.2K | 0.00% | −368,228−77.3% | Reduced |
| Kestra Advisory Services, LLC | 104,649 | $781.7K | 0.00% | −4,195−3.9% | Reduced |
| Melfa Wealth Management, LLC | 104,357 | $779.5K | 0.54% | −99−0.1% | Reduced |
| Palogic Value Management, L.P. | 101,305 | $756.7K | 0.32% | −988−1.0% | Reduced |
| Samalin Investment Counsel, LLC | 95,246 | $711.5K | 0.33% | +506+0.5% | Added |
| Cary Street Partner Investment Advisory LLC | 95,204 | $711.2K | 0.03% | −4,538−4.5% | Reduced |
| Wela Strategies, Inc. | 92,535 | $691.2K | 0.32% | +3,309+3.7% | Added |
| Shulman DeMeo Asset Management LLC | 90,523 | $676.2K | 0.18% | −172−0.2% | Reduced |
| Benchmark Investment Advisors LLC | 88,000 | $657.4K | 0.48% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 85,512 | $638.8K | 0.02% | −5,778−6.3% | Reduced |
| Atria Wealth Solutions, Inc. | 83,287 | $625.7K | 0.01% | +9,418+12.7% | Added |
| Accel Wealth Management | 82,597 | $617.0K | 0.25% | −1,522−1.8% | Reduced |
| Landscape Capital Management, L.L.C. | 80,584 | $602.0K | 0.05% | −357,537−81.6% | Reduced |
| All Season Financial Advisors, Inc. | 79,699 | $595.3K | 0.54% | −4,199−5.0% | Reduced |
| Principal Securities, Inc. | 79,394 | $593.1K | 0.02% | −1,185−1.5% | Reduced |
| Marino, Stram & Associates LLC | 79,161 | $591.3K | 0.14% | 00.0% | Unchanged |
| Wedbush Securities Inc | 78,902 | $589.0K | 0.02% | −24,252−23.5% | Reduced |
| Diversify Advisory Services, LLC | 73,000 | $549.0K | 0.03% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 71,636 | $535.1K | 0.02% | −4,701−6.2% | Reduced |
| HighTower Advisors, LLC | 71,701 | $533.0K | 0.00% | −17,103−19.3% | Reduced |
| Comerica Bank | 71,306 | $532.7K | 0.00% | −16,139−18.5% | Reduced |
| Stolper Co | 68,398 | $511.0K | 0.18% | −378−0.5% | Reduced |
| RVW Wealth, LLC | 58,500 | $437.0K | 0.04% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 58,444 | $436.6K | 0.07% | −1,026−1.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 58,433 | $436.5K | 0.00% | −2,693−4.4% | Reduced |
| TCG Advisory Services, LLC | 58,255 | $435.2K | 0.02% | −130.0% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $412.9K | 0.17% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 53,728 | $401.3K | 0.01% | −519−1.0% | Reduced |
| Gridiron Partners, LLC | 52,969 | $395.7K | 0.25% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 52,358 | $391.1K | 0.11% | +7,910+17.8% | Added |
| Harbour Investments, Inc. | 51,939 | $388.0K | 0.01% | 00.0% | Unchanged |
| National Asset Management, Inc. | 51,341 | $387.0K | 0.01% | +40,056+354.9% | Added |
| Live Oak Private Wealth LLC | 51,460 | $384.4K | 0.07% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 50,505 | $377.3K | 0.01% | +38,520+321.4% | Added |
| Ameritas Advisory Services, LLC | 49,710 | $371.3K | 0.01% | −858−1.7% | Reduced |
| International Assets Investment Management, LLC | 48,575 | $362.9K | 0.03% | −727−1.5% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 47,965 | $358.3K | 0.14% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 47,165 | $352.3K | 0.01% | +55+0.1% | Added |
| Prospera Financial Services Inc | 46,754 | $349.3K | 0.01% | +22,267+90.9% | Added |
| 49 Wealth Management, LLC | 46,409 | $345.7K | 0.07% | 00.0% | Unchanged |
| Spire Wealth Management | 46,220 | $345.3K | 0.01% | −39,429−46.0% | Reduced |