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 |
|---|---|---|---|---|---|
| Comerica Bank | 71,306 | $532.7K | 0.00% | −16,139−18.5% | Reduced |
| HighTower Advisors, LLC | 71,701 | $533.0K | 0.00% | −17,103−19.3% | Reduced |
| Level Four Advisory Services, LLC | 71,636 | $535.1K | 0.02% | −4,701−6.2% | Reduced |
| Diversify Advisory Services, LLC | 73,000 | $549.0K | 0.03% | 00.0% | Unchanged |
| Wedbush Securities Inc | 78,902 | $589.0K | 0.02% | −24,252−23.5% | Reduced |
| Marino, Stram & Associates LLC | 79,161 | $591.3K | 0.14% | 00.0% | Unchanged |
| Principal Securities, Inc. | 79,394 | $593.1K | 0.02% | −1,185−1.5% | Reduced |
| All Season Financial Advisors, Inc. | 79,699 | $595.3K | 0.54% | −4,199−5.0% | Reduced |
| Landscape Capital Management, L.L.C. | 80,584 | $602.0K | 0.05% | −357,537−81.6% | Reduced |
| Accel Wealth Management | 82,597 | $617.0K | 0.25% | −1,522−1.8% | Reduced |
| Atria Wealth Solutions, Inc. | 83,287 | $625.7K | 0.01% | +9,418+12.7% | Added |
| Wealthcare Advisory Partners LLC | 85,512 | $638.8K | 0.02% | −5,778−6.3% | Reduced |
| Benchmark Investment Advisors LLC | 88,000 | $657.4K | 0.48% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 90,523 | $676.2K | 0.18% | −172−0.2% | Reduced |
| Wela Strategies, Inc. | 92,535 | $691.2K | 0.32% | +3,309+3.7% | Added |
| Cary Street Partner Investment Advisory LLC | 95,204 | $711.2K | 0.03% | −4,538−4.5% | Reduced |
| Samalin Investment Counsel, LLC | 95,246 | $711.5K | 0.33% | +506+0.5% | Added |
| Palogic Value Management, L.P. | 101,305 | $756.7K | 0.32% | −988−1.0% | Reduced |
| Melfa Wealth Management, LLC | 104,357 | $779.5K | 0.54% | −99−0.1% | Reduced |
| Kestra Advisory Services, LLC | 104,649 | $781.7K | 0.00% | −4,195−3.9% | Reduced |
| Pathstone Holdings, LLC | 108,054 | $807.2K | 0.00% | −368,228−77.3% | Reduced |
| E&G Advisors, LP | 109,450 | $816.6K | 0.24% | −2,900−2.6% | Reduced |
| Mariner, LLC | 112,543 | $840.7K | 0.00% | +4,576+4.2% | Added |
| Private Advisor Group, LLC | 145,626 | $1.09M | 0.01% | −29,850−17.0% | Reduced |
| RSM US Wealth Management LLC | 157,280 | $1.17M | 0.02% | +73,918+88.7% | Added |
| Thrivent Financial for Lutherans | 158,412 | $1.18M | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 161,103 | $1.20M | 0.05% | +8,331+5.5% | Added |
| Sanctuary Advisors, LLC | 185,385 | $1.30M | 0.01% | +185,385 | New |
| Jupiter Wealth Management LLC | 182,794 | $1.40M | 0.74% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 200,937 | $1.50M | 1.08% | −3,955−1.9% | Reduced |
| MSH Capital Advisors LLC | 204,062 | $1.52M | 0.51% | +7,851+4.0% | Added |
| Fca Corp | 208,944 | $1.56M | 0.50% | +5,389+2.6% | Added |
| Davenport & Co LLC | 232,045 | $1.73M | 0.01% | +12,172+5.5% | Added |
| CoreCap Advisors, LLC | 234,410 | $1.75M | 0.18% | −6,521−2.7% | Reduced |
| GWM Advisors LLC | 251,858 | $1.88M | 0.01% | +6,743+2.8% | Added |
| Fiera Capital Corp | 277,253 | $2.07M | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 287,016 | $2.14M | 0.00% | +6,471+2.3% | Added |
| Rareview Capital LLC | 289,928 | $2.17M | 2.07% | +490.0% | Added |
| Chicago Partners Investment Group LLC | 303,827 | $2.32M | 0.09% | +3,318+1.1% | Added |
| Sowell Financial Services LLC | 328,807 | $2.48M | 0.12% | −1,293−0.4% | Reduced |
| Truist Financial Corp | 347,544 | $2.60M | 0.00% | +13,099+3.9% | Added |
| Prevail Innovative Wealth Advisors, LLC | 376,070 | $2.81M | 0.99% | +283,822+307.7% | Added |
| Campbell Capital Management Inc | 398,605 | $2.98M | 1.28% | −459−0.1% | Reduced |
| Cetera Investment Advisers | 398,939 | $2.98M | 0.01% | +53,543+15.5% | Added |
| Lido Advisors, LLC | 396,961 | $2.99M | 0.02% | −3,755−0.9% | Reduced |
| Cerity Partners LLC | 432,424 | $3.23M | 0.01% | +89,162+26.0% | Added |
| Protective Life Corp | 440,000 | $3.29M | 100.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 450,224 | $3.36M | 0.01% | −24,835−5.2% | Reduced |
| Baird Financial Group, Inc. | 477,265 | $3.57M | 0.01% | −5,060−1.0% | Reduced |
| Rothschild Investment LLC | 522,885 | $3.91M | 0.27% | −5,816−1.1% | Reduced |
| Stratos Wealth Partners, LTD. | 528,857 | $3.95M | 0.06% | −3,569−0.7% | Reduced |
| Janney Montgomery Scott LLC | 536,937 | $4.01M | 0.01% | +4,167+0.8% | Added |
| Moors & Cabot, Inc. | 539,329 | $4.03M | 0.21% | −3,367−0.6% | Reduced |
| Stifel Financial Corp | 556,137 | $4.15M | 0.00% | +6,350+1.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 621,772 | $4.64M | 0.01% | +43,148+7.5% | Added |
| Advisors Asset Management, Inc. | 689,698 | $5.15M | 0.10% | +211,759+44.3% | Added |
| Captrust Financial Advisors | 708,238 | $5.29M | 0.02% | +33,036+4.9% | Added |
| Advisor Group Holdings, Inc. | 709,588 | $5.30M | 0.01% | −105,517−12.9% | Reduced |
| Envestnet Asset Management Inc | 735,081 | $5.49M | 0.00% | −261,509−26.2% | Reduced |
| Royal Bank of Canada | 749,436 | $5.60M | 0.00% | +44,951+6.4% | Added |
| Guggenheim Capital LLC | 764,515 | $5.71M | 0.04% | +182,131+31.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 819,416 | $6.12M | 0.31% | +141,783+20.9% | Added |
| Capital Investment Advisors, LLC | 1,016,237 | $7.59M | 0.17% | +89,349+9.6% | Added |
| Greatmark Investment Partners, Inc. | 1,030,096 | $7.69M | 1.12% | +62,860+6.5% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 1,050,552 | $7.85M | 2.75% | −114,508−9.8% | Reduced |
| Ameriprise Financial Inc | 1,057,555 | $7.89M | 0.00% | −9,783−0.9% | Reduced |
| CNH Partners LLC | 1,223,985 | $9.14M | 0.24% | −594,606−32.7% | Reduced |
| Algebris (UK) Ltd | 1,429,820 | $9.97M | 3.21% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 1,365,741 | $10.2M | 0.02% | −30,000−2.1% | Reduced |
| Penserra Capital Management LLC | 1,897,025 | $14.2M | 0.18% | +42,153+2.3% | Added |
| Commonwealth Equity Services, LLC | 2,093,860 | $15.6M | 0.02% | +330,439+18.7% | Added |
| Raymond James & Associates | 2,372,462 | $17.7M | 0.01% | +102,477+4.5% | Added |
| Bank of America Corp | 3,299,478 | $24.6M | 0.00% | +799,453+32.0% | Added |
| LPL Financial LLC | 3,321,020 | $24.8M | 0.01% | +511,226+18.2% | Added |
| Wells Fargo & Company | 3,433,923 | $25.7M | 0.01% | +88,491+2.6% | Added |
| UBS Group AG | 3,536,364 | $26.4M | 0.01% | +216,748+6.5% | Added |
| Invesco Ltd. | 4,134,945 | $30.9M | 0.01% | −285,638−6.5% | Reduced |
| Rivernorth Capital Management, LLC | 5,055,008 | $37.8M | 1.78% | −1,987,261−28.2% | Reduced |
| Sit Investment Associates Inc | 6,200,735 | $46.3M | 1.07% | −377,932−5.7% | Reduced |
| Morgan Stanley | 12,371,267 | $92.4M | 0.01% | −1,088,299−8.1% | Reduced |
| Strategic Financial Concepts, LLC | 92,294 | – | – | +71,741+349.1% | Added |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −158,013−100.0% | Sold out |
| Financial Enhancement Group LLC | 0 | $0 | 0.00% | −71,977−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Integrated Capital Management, Inc. | 0 | $0 | 0.00% | −44,959−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −44,724−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −37,045−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −23,173−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Stonebrook Private Inc. | 0 | $0 | 0.00% | −19,421−100.0% | Sold out |
| Empower Advisory Group, LLC | 0 | $0 | 0.00% | −17,169−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −17,029−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −14,327−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −13,899−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −13,728−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Green Square Capital Advisors LLC | 0 | $0 | 0.00% | −11,653−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −10,991−100.0% | Sold out |
| Heritage Wealth Management, Inc. | 0 | $0 | 0.00% | −10,985−100.0% | Sold out |