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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.

Institutional holdersQ2 2024: 281 institutions
Q1 2021: 127 institutionsQ2 2021: 126 institutionsQ3 2021: 127 institutionsQ4 2021: 141 institutionsQ1 2022: 139 institutionsQ2 2022: 141 institutionsQ3 2022: 134 institutionsQ4 2022: 138 institutionsQ1 2023: 135 institutionsQ2 2023: 129 institutionsQ3 2023: 140 institutionsQ4 2023: 298 institutionsQ1 2024: 286 institutionsQ2 2024: 281 institutionsQ3 2024: 289 institutionsQ4 2024: 298 institutionsQ1 2025: 284 institutionsQ2 2025: 289 institutionsQ3 2025: 314 institutionsQ4 2025: 330 institutionsQ1 2026: 326 institutionsQ2 2026: 334 institutions
Value heldQ2 2024: $580.2M
Q1 2021: $192.6MQ2 2021: $207.7MQ3 2021: $202.9MQ4 2021: $225.0MQ1 2022: $196.4MQ2 2022: $146.6MQ3 2022: $149.2MQ4 2022: $155.0MQ1 2023: $138.2MQ2 2023: $132.3MQ3 2023: $140.6MQ4 2023: $568.1MQ1 2024: $580.6MQ2 2024: $580.2MQ3 2024: $523.6MQ4 2024: $495.9MQ1 2025: $487.4MQ2 2025: $472.2MQ3 2025: $540.7MQ4 2025: $529.6MQ1 2026: $490.7MQ2 2026: $519.3M
Institutions holding JPC and their total value by quarter
QuarterHoldersValue
Q2 2026334$519.3M
Q1 2026326$490.7M
Q4 2025330$529.6M
Q3 2025314$540.7M
Q2 2025289$472.2M
Q1 2025284$487.4M
Q4 2024298$495.9M
Q3 2024289$523.6M
Q2 2024281$580.2M
Q1 2024286$580.6M
Q4 2023298$568.1M
Q3 2023140$140.6M
Q2 2023129$132.3M
Q1 2023135$138.2M
Q4 2022138$155.0M
Q3 2022134$149.2M
Q2 2022141$146.6M
Q1 2022139$196.4M
Q4 2021141$225.0M
Q3 2021127$202.9M
Q2 2021126$207.7M
Q1 2021127$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.

Institutions holding JPC in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Titleist Asset Management, LLC15,491$115.7K0.02%00.0%Unchanged
Central Trust Co15,521$115.9K0.00%−1,977−11.3%Reduced
Clearstead Advisors, LLC15,593$116.5K0.00%+15,593New
Schechter Investment Advisors, LLC15,593$116.5K0.01%+2,371+17.9%Added
Glass Jacobson Investment Advisors llc15,676$117.1K0.04%−1,535−8.9%Reduced
HTLF Bank15,683$117.2K0.01%00.0%Unchanged
Tyche Wealth Partners LLC15,726$117.5K0.03%00.0%Unchanged
Gill Capital Partners, LLC15,735$117.5K0.05%00.0%Unchanged
Alpha Cubed Investments, LLC15,899$118.8K0.01%00.0%Unchanged
Stonegate Investment Group, LLC15,988$119.4K0.00%00.0%Unchanged
MKT Advisors LLC16,061$120.8K0.06%00.0%Unchanged
Belpointe Asset Management LLC16,546$123.6K0.01%00.0%Unchanged
Horizon Kinetics Asset Management LLC16,714$124.9K0.00%00.0%Unchanged
Aptus Capital Advisors, LLC16,892$126.2K0.00%−3,204−15.9%Reduced
D.A. Davidson & Co.16,958$126.7K0.00%−6,605−28.0%Reduced
Second Line Capital, LLC16,892$127.3K0.04%+4,341+34.6%Added
We Are One Seven, LLC17,154$128.1K0.01%−5,339−23.7%Reduced
MML Investors Services, LLC17,817$133.0K0.00%−1,191−6.3%Reduced
Wealth Advisory Solutions, LLC18,072$135.0K0.04%+4,072+29.1%Added
CI Private Wealth, LLC18,176$135.8K0.00%−33,117−64.6%Reduced
CIBC Private Wealth Group, LLC18,119$136.3K0.00%+6,578+57.0%Added
Concorde Asset Management, LLC18,851$140.9K0.09%+18,851New
Jane Street Group, LLC18,879$141.0K0.00%+18,879New
Steward Partners Investment Advisory, LLC19,279$144.0K0.00%+2,535+15.1%Added
J.W. Cole Advisors, Inc.19,534$145.9K0.01%+19,534New
Kovack Advisors, Inc.19,763$147.6K0.02%+19,763New
Waterfront Wealth Inc.19,772$147.7K0.04%−1,977−9.1%Reduced
Meridian Investment Counsel Inc.19,850$148.3K0.05%−2,000−9.2%Reduced
Parsons Capital Management Inc19,997$149.4K0.01%−10,529−34.5%Reduced
TSFG, LLC20,222$151.0K0.04%00.0%Unchanged
Coastal Investment Advisors, Inc.20,216$151.0K0.03%+576+2.9%Added
Beacon Pointe Advisors, LLC20,793$155.3K0.00%−7,046−25.3%Reduced
International Private Wealth Advisors LLC21,061$157.3K0.27%+387+1.9%Added
Ausdal Financial Partners, Inc.21,134$157.9K0.02%−2,056−8.9%Reduced
LexAurum Advisors, LLC21,372$159.6K0.04%−22,888−51.7%Reduced
Clifford Swan Investment Counsel LLC21,424$160.0K0.01%00.0%Unchanged
WealthTrust Axiom LLC21,442$160.2K0.05%−888−4.0%Reduced
Wesbanco Bank Inc21,550$161.0K0.01%+395+1.9%Added
Pinnacle Wealth Planning Services, Inc.21,826$163.0K0.02%+1,422+7.0%Added
Fifth Third Bancorp22,115$165.2K0.00%00.0%Unchanged
J. L. Bainbridge & Co., Inc.23,399$174.8K0.02%00.0%Unchanged
Berger Financial Group, Inc23,682$176.9K0.01%−1,330−5.3%Reduced
Snowden Capital Advisors LLC23,732$178.9K0.01%−2,000−7.8%Reduced
Wealth Enhancement Advisory Services, LLC24,253$181.2K0.00%−3,255−11.8%Reduced
Fortitude Advisory Group L.L.C.24,297$181.5K0.11%00.0%Unchanged
CSS LLC24,805$185.3K0.01%−26,800−51.9%Reduced
Calamos Advisors LLC24,878$185.8K0.00%+24,878New
Keybank National Association24,921$186.2K0.00%00.0%Unchanged
Ieq Capital, LLC25,003$186.8K0.00%−1,552−5.8%Reduced
Caldwell Sutter Capital, Inc.27,144$202.8K0.10%00.0%Unchanged
Duncker Streett & Co Inc27,439$205.0K0.04%00.0%Unchanged
Concurrent Investment Advisors, LLC28,094$209.9K0.01%+789+2.9%Added
Advisor OS, LLC29,016$216.8K0.02%+92+0.3%Added
NWF Advisory Services Inc.29,150$217.8K0.03%−988−3.3%Reduced
Bank of New York Mellon Corp30,076$224.7K0.00%+2,787+10.2%Added
Private Trust Co NA31,169$232.8K0.03%00.0%Unchanged
Patriot Financial Group Insurance Agency, LLC32,688$244.2K0.04%−5,286−13.9%Reduced
StoneX Group Inc.32,694$246.4K0.02%−166−0.5%Reduced
Rockefeller Capital Management L.P.33,245$248.3K0.00%−95,576−74.2%Reduced
Prairie Wealth Advisors, Inc.33,068$249.2K0.13%−1,159−3.4%Reduced
Shufro Rose & Co LLC33,373$249.3K0.02%+2,500+8.1%Added
Penbrook Management LLC33,621$251.1K0.15%00.0%Unchanged
Whittier Trust Co35,774$267.2K0.00%−55,733−60.9%Reduced
Mercer Global Advisors Inc36,349$271.5K0.00%−1,902−5.0%Reduced
James Investment Research Inc36,500$272.7K0.03%00.0%Unchanged
Kestra Private Wealth Services, LLC37,504$280.2K0.01%−6,647−15.1%Reduced
Carson Advisory Inc.37,510$280.2K0.20%+3,800+11.3%Added
Millennium Management LLC37,714$281.7K0.00%00.0%Unchanged
Wetherby Asset Management Inc38,073$284.4K0.01%−829−2.1%Reduced
Catalina Capital Group, LLC39,429$294.5K0.11%00.0%Unchanged
Summit Trail Advisors, LLC39,289$296.1K0.01%+39,289New
Burney Co40,734$304.3K0.01%−8,179−16.7%Reduced
Avantax Advisory Services, Inc.41,676$311.3K0.00%+6,000+16.8%Added
Raymond James Trust N.A.43,103$322.0K0.01%−1,410−3.2%Reduced
Investmark Advisory Group LLC43,859$327.6K0.17%+1,349+3.2%Added
Investors Asset Management of Georgia Inc44,000$328.7K0.16%+5,000+12.8%Added
Independent Financial Group, LLC44,394$331.6K0.01%+7,112+19.1%Added
Park Avenue Securities LLC44,447$332.0K0.00%−281,932−86.4%Reduced
Operose Advisors LLC44,465$332.2K0.12%00.0%Unchanged
Transcend Wealth Collective, LLC45,935$343.1K0.02%+3,600+8.5%Added
Spire Wealth Management46,220$345.3K0.01%−39,429−46.0%Reduced
49 Wealth Management, LLC46,409$345.7K0.07%00.0%Unchanged
Prospera Financial Services Inc46,754$349.3K0.01%+22,267+90.9%Added
Oppenheimer & Co Inc47,165$352.3K0.01%+55+0.1%Added
One Wealth Management Investment & Advisory Services, LLC47,965$358.3K0.14%00.0%Unchanged
International Assets Investment Management, LLC48,575$362.9K0.03%−727−1.5%Reduced
Ameritas Advisory Services, LLC49,710$371.3K0.01%−858−1.7%Reduced
Advisory Services Network, LLC50,505$377.3K0.01%+38,520+321.4%Added
Live Oak Private Wealth LLC51,460$384.4K0.07%00.0%Unchanged
National Asset Management, Inc.51,341$387.0K0.01%+40,056+354.9%Added
Harbour Investments, Inc.51,939$388.0K0.01%00.0%Unchanged
Sage Capital Advisors,llc52,358$391.1K0.11%+7,910+17.8%Added
Gridiron Partners, LLC52,969$395.7K0.25%00.0%Unchanged
TownSquare Capital, LLC53,728$401.3K0.01%−519−1.0%Reduced
Walled Lake Planning & Wealth Management, LLC55,269$412.9K0.17%00.0%Unchanged
TCG Advisory Services, LLC58,255$435.2K0.02%−130.0%Reduced
Northwestern Mutual Wealth Management Co58,433$436.5K0.00%−2,693−4.4%Reduced
Mosaic Family Wealth Partners, LLC58,444$436.6K0.07%−1,026−1.7%Reduced
RVW Wealth, LLC58,500$437.0K0.04%00.0%Unchanged
Stolper Co68,398$511.0K0.18%−378−0.5%Reduced