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 |
|---|---|---|---|---|---|
| Transcend Wealth Collective, LLC | 45,935 | $343.1K | 0.02% | +3,600+8.5% | Added |
| Operose Advisors LLC | 44,465 | $332.2K | 0.12% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 44,447 | $332.0K | 0.00% | −281,932−86.4% | Reduced |
| Independent Financial Group, LLC | 44,394 | $331.6K | 0.01% | +7,112+19.1% | Added |
| Investors Asset Management of Georgia Inc | 44,000 | $328.7K | 0.16% | +5,000+12.8% | Added |
| Investmark Advisory Group LLC | 43,859 | $327.6K | 0.17% | +1,349+3.2% | Added |
| Raymond James Trust N.A. | 43,103 | $322.0K | 0.01% | −1,410−3.2% | Reduced |
| Avantax Advisory Services, Inc. | 41,676 | $311.3K | 0.00% | +6,000+16.8% | Added |
| Burney Co | 40,734 | $304.3K | 0.01% | −8,179−16.7% | Reduced |
| Summit Trail Advisors, LLC | 39,289 | $296.1K | 0.01% | +39,289 | New |
| Catalina Capital Group, LLC | 39,429 | $294.5K | 0.11% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 38,073 | $284.4K | 0.01% | −829−2.1% | Reduced |
| Millennium Management LLC | 37,714 | $281.7K | 0.00% | 00.0% | Unchanged |
| Carson Advisory Inc. | 37,510 | $280.2K | 0.20% | +3,800+11.3% | Added |
| Kestra Private Wealth Services, LLC | 37,504 | $280.2K | 0.01% | −6,647−15.1% | Reduced |
| James Investment Research Inc | 36,500 | $272.7K | 0.03% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 36,349 | $271.5K | 0.00% | −1,902−5.0% | Reduced |
| Whittier Trust Co | 35,774 | $267.2K | 0.00% | −55,733−60.9% | Reduced |
| Penbrook Management LLC | 33,621 | $251.1K | 0.15% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 33,373 | $249.3K | 0.02% | +2,500+8.1% | Added |
| Prairie Wealth Advisors, Inc. | 33,068 | $249.2K | 0.13% | −1,159−3.4% | Reduced |
| Rockefeller Capital Management L.P. | 33,245 | $248.3K | 0.00% | −95,576−74.2% | Reduced |
| StoneX Group Inc. | 32,694 | $246.4K | 0.02% | −166−0.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 32,688 | $244.2K | 0.04% | −5,286−13.9% | Reduced |
| Private Trust Co NA | 31,169 | $232.8K | 0.03% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 30,076 | $224.7K | 0.00% | +2,787+10.2% | Added |
| NWF Advisory Services Inc. | 29,150 | $217.8K | 0.03% | −988−3.3% | Reduced |
| Advisor OS, LLC | 29,016 | $216.8K | 0.02% | +92+0.3% | Added |
| Concurrent Investment Advisors, LLC | 28,094 | $209.9K | 0.01% | +789+2.9% | Added |
| Duncker Streett & Co Inc | 27,439 | $205.0K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 27,144 | $202.8K | 0.10% | 00.0% | Unchanged |
| Ieq Capital, LLC | 25,003 | $186.8K | 0.00% | −1,552−5.8% | Reduced |
| Keybank National Association | 24,921 | $186.2K | 0.00% | 00.0% | Unchanged |
| Calamos Advisors LLC | 24,878 | $185.8K | 0.00% | +24,878 | New |
| CSS LLC | 24,805 | $185.3K | 0.01% | −26,800−51.9% | Reduced |
| Fortitude Advisory Group L.L.C. | 24,297 | $181.5K | 0.11% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 24,253 | $181.2K | 0.00% | −3,255−11.8% | Reduced |
| Snowden Capital Advisors LLC | 23,732 | $178.9K | 0.01% | −2,000−7.8% | Reduced |
| Berger Financial Group, Inc | 23,682 | $176.9K | 0.01% | −1,330−5.3% | Reduced |
| J. L. Bainbridge & Co., Inc. | 23,399 | $174.8K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 22,115 | $165.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 21,826 | $163.0K | 0.02% | +1,422+7.0% | Added |
| Wesbanco Bank Inc | 21,550 | $161.0K | 0.01% | +395+1.9% | Added |
| WealthTrust Axiom LLC | 21,442 | $160.2K | 0.05% | −888−4.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 21,424 | $160.0K | 0.01% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 21,372 | $159.6K | 0.04% | −22,888−51.7% | Reduced |
| Ausdal Financial Partners, Inc. | 21,134 | $157.9K | 0.02% | −2,056−8.9% | Reduced |
| International Private Wealth Advisors LLC | 21,061 | $157.3K | 0.27% | +387+1.9% | Added |
| Beacon Pointe Advisors, LLC | 20,793 | $155.3K | 0.00% | −7,046−25.3% | Reduced |
| Coastal Investment Advisors, Inc. | 20,216 | $151.0K | 0.03% | +576+2.9% | Added |
| TSFG, LLC | 20,222 | $151.0K | 0.04% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 19,997 | $149.4K | 0.01% | −10,529−34.5% | Reduced |
| Meridian Investment Counsel Inc. | 19,850 | $148.3K | 0.05% | −2,000−9.2% | Reduced |
| Waterfront Wealth Inc. | 19,772 | $147.7K | 0.04% | −1,977−9.1% | Reduced |
| Kovack Advisors, Inc. | 19,763 | $147.6K | 0.02% | +19,763 | New |
| J.W. Cole Advisors, Inc. | 19,534 | $145.9K | 0.01% | +19,534 | New |
| Steward Partners Investment Advisory, LLC | 19,279 | $144.0K | 0.00% | +2,535+15.1% | Added |
| Jane Street Group, LLC | 18,879 | $141.0K | 0.00% | +18,879 | New |
| Concorde Asset Management, LLC | 18,851 | $140.9K | 0.09% | +18,851 | New |
| CIBC Private Wealth Group, LLC | 18,119 | $136.3K | 0.00% | +6,578+57.0% | Added |
| CI Private Wealth, LLC | 18,176 | $135.8K | 0.00% | −33,117−64.6% | Reduced |
| Wealth Advisory Solutions, LLC | 18,072 | $135.0K | 0.04% | +4,072+29.1% | Added |
| MML Investors Services, LLC | 17,817 | $133.0K | 0.00% | −1,191−6.3% | Reduced |
| We Are One Seven, LLC | 17,154 | $128.1K | 0.01% | −5,339−23.7% | Reduced |
| Second Line Capital, LLC | 16,892 | $127.3K | 0.04% | +4,341+34.6% | Added |
| D.A. Davidson & Co. | 16,958 | $126.7K | 0.00% | −6,605−28.0% | Reduced |
| Aptus Capital Advisors, LLC | 16,892 | $126.2K | 0.00% | −3,204−15.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 16,714 | $124.9K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 16,546 | $123.6K | 0.01% | 00.0% | Unchanged |
| MKT Advisors LLC | 16,061 | $120.8K | 0.06% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 15,988 | $119.4K | 0.00% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 15,899 | $118.8K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 15,735 | $117.5K | 0.05% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 15,726 | $117.5K | 0.03% | 00.0% | Unchanged |
| HTLF Bank | 15,683 | $117.2K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 15,676 | $117.1K | 0.04% | −1,535−8.9% | Reduced |
| Schechter Investment Advisors, LLC | 15,593 | $116.5K | 0.01% | +2,371+17.9% | Added |
| Clearstead Advisors, LLC | 15,593 | $116.5K | 0.00% | +15,593 | New |
| Central Trust Co | 15,521 | $115.9K | 0.00% | −1,977−11.3% | Reduced |
| Titleist Asset Management, LLC | 15,491 | $115.7K | 0.02% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 15,124 | $113.0K | 0.01% | +17+0.1% | Added |
| 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 |
| 180 Wealth Advisors, LLC | 14,206 | $109.1K | 0.02% | −296−2.0% | Reduced |
| EverSource Wealth Advisors, LLC | 14,145 | $108.6K | 0.01% | +7,500+112.9% | Added |
| Nomura Holdings Inc | 14,482 | $108.2K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 14,129 | $105.5K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Group | 13,981 | $104.4K | 0.01% | +276+2.0% | Added |
| VeraBank, N.A. | 13,658 | $102.0K | 0.03% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 13,566 | $101.3K | 0.00% | +19+0.1% | Added |
| Hollencrest Capital Management | 13,559 | $101.3K | 0.00% | +197+1.5% | Added |
| Valley Brook Capital Group | 13,489 | $100.8K | 0.08% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 13,411 | $100.2K | 0.02% | +870+6.9% | Added |
| Tradition Wealth Management, LLC | 13,369 | $99.9K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 13,211 | $98.7K | 0.02% | +8+0.1% | Added |
| Equitable Holdings, Inc. | 13,046 | $97.5K | 0.00% | +519+4.1% | Added |
| Apollon Wealth Management, LLC | 12,915 | $96.5K | 0.00% | +1,235+10.6% | Added |
| Smith Shellnut Wilson LLC | 12,855 | $96.0K | 0.05% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 12,829 | $95.8K | 0.01% | +12,829 | New |
| Creative Planning | 12,465 | $93.1K | 0.00% | +12,465 | New |