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 |
|---|---|---|---|---|---|
| Global Retirement Partners, LLC | 20 | $149 | 0.00% | −668−97.1% | Reduced |
| Gleason Group, Inc. | 21 | $157 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 87 | $650 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 200 | $1.49K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 219 | $1.65K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 296 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 350 | $2.62K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 359 | $2.68K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 423 | $3.16K | 0.00% | +8+1.9% | Added |
| Wetzel Investment Advisors, Inc. | 477 | $3.43K | 0.00% | +477 | New |
| Mather Group, LLC. | 481 | $3.46K | 0.00% | +481 | New |
| VisionPoint Advisory Group, LLC | 494 | $3.69K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $3.73K | 0.00% | +500 | New |
| Russell Investments Group, Ltd. | 609 | $4.55K | 0.00% | +609 | New |
| Assetmark, Inc | 612 | $4.57K | 0.00% | −99−13.9% | Reduced |
| Parallel Advisors, LLC | 630 | $4.71K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 814 | $6.08K | 0.00% | +814 | New |
| Gen-Wealth Partners Inc | 929 | $6.94K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 965 | $7.21K | 0.00% | +965 | New |
| Allworth Financial LP | 988 | $7.44K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,003 | $7.49K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 1,056 | $7.89K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,105 | $8.25K | 0.00% | +1,105 | New |
| The PNC Financial Services Group, Inc. | 1,154 | $8.62K | 0.00% | −1,000−46.4% | Reduced |
| GHP Investment Advisors, Inc. | 1,229 | $9.18K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,400 | $10.5K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 1,435 | $10.7K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,681 | $12.6K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,908 | $14.3K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,971 | $14.7K | 0.00% | +38+2.0% | Added |
| Game Plan Financial Advisors, LLC | 1,977 | $14.8K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,977 | $14.8K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1,977 | $14.8K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,386 | $17.0K | 0.00% | −5−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 2,398 | $17.2K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,316 | $17.3K | 0.00% | +46+2.0% | Added |
| SOA Wealth Advisors, LLC. | 2,462 | $18.4K | 0.00% | −3,545−59.0% | Reduced |
| Citigroup Inc | 2,567 | $19.2K | 0.00% | +23+0.9% | Added |
| Abich Financial Wealth Management LLC | 2,968 | $22.2K | 0.02% | +2,968 | New |
| Creekmur Asset Management LLC | 3,177 | $23.7K | 0.01% | −1,889−37.3% | Reduced |
| Hexagon Capital Partners LLC | 3,385 | $25.3K | 0.01% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 3,449 | $25.8K | 0.01% | +3,449 | New |
| Bartlett & Co. Wealth Management LLC | 3,419 | $25.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,637 | $27.1K | 0.00% | +3,637 | New |
| Sound Income Strategies, LLC | 3,998 | $29.9K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 4,708 | $35.2K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 4,944 | $36.9K | 0.00% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 5,522 | $41.2K | 0.00% | −5,797−51.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 5,793 | $42.0K | 0.02% | +61+1.1% | Added |
| US Bancorp | 7,130 | $53.3K | 0.00% | −5,790−44.8% | Reduced |
| Proequities, Inc. | 7,409 | $55.8K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 7,728 | $57.7K | 0.02% | +153+2.0% | Added |
| NBC Securities, Inc. | 8,218 | $61.0K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 9,221 | $68.9K | 0.02% | −9,221−50.0% | Reduced |
| CWM, LLC | 9,207 | $69.0K | 0.00% | +74+0.8% | Added |
| Pacific Wealth Strategies Group, Inc. | 10,000 | $74.7K | 0.06% | 00.0% | Unchanged |
| Abel Hall, LLC | 10,000 | $74.7K | 0.05% | 00.0% | Unchanged |
| Certified Advisory Corp | 10,075 | $75.3K | 0.01% | +10,075 | New |
| CoreFirst Bank & Trust | 10,092 | $75.4K | 0.05% | 00.0% | Unchanged |
| Coastline Trust Co | 10,143 | $75.8K | 0.01% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 10,158 | $75.9K | 0.01% | +25+0.2% | Added |
| Watershed Private Wealth LLC | 10,180 | $76.0K | 0.03% | −6,667−39.6% | Reduced |
| M Holdings Securities, Inc. | 10,250 | $77.0K | 0.01% | +10,250 | New |
| Anchor Investment Management, LLC | 10,558 | $78.9K | 0.01% | +33+0.3% | Added |
| DF Dent & Co Inc | 10,688 | $79.8K | 0.00% | +10,688 | New |
| RFG Advisory, LLC | 10,806 | $80.7K | 0.00% | +597+5.8% | Added |
| PSI Advisors, LLC | 10,816 | $80.8K | 0.03% | +4,316+66.4% | Added |
| Blue Barn Wealth, LLC | 10,840 | $81.0K | 0.05% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 11,171 | $83.4K | 0.03% | +30+0.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 11,242 | $84.0K | 0.00% | −2,491−18.1% | Reduced |
| LifeSteps Financial, Inc. | 11,520 | $86.1K | 0.07% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 11,529 | $86.1K | 0.00% | +11,529 | New |
| XML Financial, LLC | 11,555 | $86.3K | 0.01% | +11,555 | New |
| Pathway Financial Advisers, LLC | 11,577 | $86.5K | 0.03% | +67+0.6% | Added |
| GDS Wealth Management | 11,667 | $87.2K | 0.01% | +11,667 | New |
| XTX Topco Ltd | 11,735 | $87.7K | 0.01% | −28,263−70.7% | Reduced |
| Sigma Planning Corp | 11,795 | $88.1K | 0.00% | +11,795 | New |
| Future Financial Wealth Managment LLC | 12,000 | $89.6K | 0.08% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,000 | $91.8K | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 12,324 | $92.1K | 0.00% | −988−7.4% | Reduced |
| Creative Planning | 12,465 | $93.1K | 0.00% | +12,465 | New |
| Marcum Wealth, LLC | 12,829 | $95.8K | 0.01% | +12,829 | New |
| Smith Shellnut Wilson LLC | 12,855 | $96.0K | 0.05% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 12,915 | $96.5K | 0.00% | +1,235+10.6% | Added |
| Equitable Holdings, Inc. | 13,046 | $97.5K | 0.00% | +519+4.1% | Added |
| Beacon Capital Management, LLC | 13,211 | $98.7K | 0.02% | +8+0.1% | Added |
| Tradition Wealth Management, LLC | 13,369 | $99.9K | 0.01% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 13,411 | $100.2K | 0.02% | +870+6.9% | Added |
| Valley Brook Capital Group | 13,489 | $100.8K | 0.08% | 00.0% | Unchanged |
| Hollencrest Capital Management | 13,559 | $101.3K | 0.00% | +197+1.5% | Added |
| Resources Investment Advisors, LLC. | 13,566 | $101.3K | 0.00% | +19+0.1% | Added |
| VeraBank, N.A. | 13,658 | $102.0K | 0.03% | 00.0% | Unchanged |
| Beacon Financial Group | 13,981 | $104.4K | 0.01% | +276+2.0% | Added |
| Integrated Wealth Concepts LLC | 14,129 | $105.5K | 0.00% | 00.0% | Unchanged |
| Nomura Holdings Inc | 14,482 | $108.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 14,145 | $108.6K | 0.01% | +7,500+112.9% | Added |
| 180 Wealth Advisors, LLC | 14,206 | $109.1K | 0.02% | −296−2.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 15,000 | $112.0K | 0.01% | +5,000+50.0% | Added |
| Gunn & Co Investment Management, Inc. | 15,000 | $112.0K | 0.01% | +15,000 | New |
| Financial Advocates Investment Management | 15,124 | $113.0K | 0.01% | +17+0.1% | Added |