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 |
|---|---|---|---|---|---|
| Perigon Wealth Management, LLC | 12,324 | $92.1K | 0.00% | −988−7.4% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,000 | $91.8K | 0.04% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 12,000 | $89.6K | 0.08% | 00.0% | Unchanged |
| Sigma Planning Corp | 11,795 | $88.1K | 0.00% | +11,795 | New |
| XTX Topco Ltd | 11,735 | $87.7K | 0.01% | −28,263−70.7% | Reduced |
| GDS Wealth Management | 11,667 | $87.2K | 0.01% | +11,667 | New |
| Pathway Financial Advisers, LLC | 11,577 | $86.5K | 0.03% | +67+0.6% | Added |
| XML Financial, LLC | 11,555 | $86.3K | 0.01% | +11,555 | New |
| Two Sigma Securities, LLC | 11,529 | $86.1K | 0.00% | +11,529 | New |
| LifeSteps Financial, Inc. | 11,520 | $86.1K | 0.07% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 11,242 | $84.0K | 0.00% | −2,491−18.1% | Reduced |
| Beacon Financial Advisory LLC | 11,171 | $83.4K | 0.03% | +30+0.3% | Added |
| Blue Barn Wealth, LLC | 10,840 | $81.0K | 0.05% | 00.0% | Unchanged |
| PSI Advisors, LLC | 10,816 | $80.8K | 0.03% | +4,316+66.4% | Added |
| RFG Advisory, LLC | 10,806 | $80.7K | 0.00% | +597+5.8% | Added |
| DF Dent & Co Inc | 10,688 | $79.8K | 0.00% | +10,688 | New |
| Anchor Investment Management, LLC | 10,558 | $78.9K | 0.01% | +33+0.3% | Added |
| M Holdings Securities, Inc. | 10,250 | $77.0K | 0.01% | +10,250 | New |
| Watershed Private Wealth LLC | 10,180 | $76.0K | 0.03% | −6,667−39.6% | Reduced |
| Good Life Advisors, LLC | 10,158 | $75.9K | 0.01% | +25+0.2% | Added |
| Coastline Trust Co | 10,143 | $75.8K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 10,092 | $75.4K | 0.05% | 00.0% | Unchanged |
| Certified Advisory Corp | 10,075 | $75.3K | 0.01% | +10,075 | New |
| 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 |
| CWM, LLC | 9,207 | $69.0K | 0.00% | +74+0.8% | Added |
| Sofos Investments, Inc. | 9,221 | $68.9K | 0.02% | −9,221−50.0% | Reduced |
| NBC Securities, Inc. | 8,218 | $61.0K | 0.01% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 7,728 | $57.7K | 0.02% | +153+2.0% | Added |
| Proequities, Inc. | 7,409 | $55.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 7,130 | $53.3K | 0.00% | −5,790−44.8% | Reduced |
| Hazlett, Burt & Watson, Inc. | 5,793 | $42.0K | 0.02% | +61+1.1% | Added |
| Bramshill Investments, LLC | 5,522 | $41.2K | 0.00% | −5,797−51.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,944 | $36.9K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 4,708 | $35.2K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,998 | $29.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,637 | $27.1K | 0.00% | +3,637 | New |
| Bartlett & Co. Wealth Management LLC | 3,419 | $25.8K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 3,449 | $25.8K | 0.01% | +3,449 | New |
| Hexagon Capital Partners LLC | 3,385 | $25.3K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 3,177 | $23.7K | 0.01% | −1,889−37.3% | Reduced |
| Abich Financial Wealth Management LLC | 2,968 | $22.2K | 0.02% | +2,968 | New |
| Citigroup Inc | 2,567 | $19.2K | 0.00% | +23+0.9% | Added |
| SOA Wealth Advisors, LLC. | 2,462 | $18.4K | 0.00% | −3,545−59.0% | Reduced |
| AdvisorNet Financial, Inc | 2,316 | $17.3K | 0.00% | +46+2.0% | Added |
| Ronald Blue Trust, Inc. | 2,398 | $17.2K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,386 | $17.0K | 0.00% | −5−0.2% | Reduced |
| 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 |
| Concord Wealth Partners | 1,971 | $14.7K | 0.00% | +38+2.0% | Added |
| Caldwell Trust Co | 1,908 | $14.3K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,681 | $12.6K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 1,435 | $10.7K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,400 | $10.5K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,229 | $9.18K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,154 | $8.62K | 0.00% | −1,000−46.4% | Reduced |
| Coppell Advisory Solutions LLC | 1,105 | $8.25K | 0.00% | +1,105 | New |
| Transcendent Capital Group LLC | 1,056 | $7.89K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,003 | $7.49K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 988 | $7.44K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 965 | $7.21K | 0.00% | +965 | New |
| Gen-Wealth Partners Inc | 929 | $6.94K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 814 | $6.08K | 0.00% | +814 | New |
| Parallel Advisors, LLC | 630 | $4.71K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 612 | $4.57K | 0.00% | −99−13.9% | Reduced |
| Russell Investments Group, Ltd. | 609 | $4.55K | 0.00% | +609 | New |
| IFP Advisors, Inc | 500 | $3.73K | 0.00% | +500 | New |
| VisionPoint Advisory Group, LLC | 494 | $3.69K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 481 | $3.46K | 0.00% | +481 | New |
| Wetzel Investment Advisors, Inc. | 477 | $3.43K | 0.00% | +477 | New |
| LRI Investments, LLC | 423 | $3.16K | 0.00% | +8+1.9% | Added |
| JPMorgan Chase & Co | 359 | $2.68K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 350 | $2.62K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 296 | $2.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 219 | $1.65K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 200 | $1.49K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 87 | $650 | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 21 | $157 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 20 | $149 | 0.00% | −668−97.1% | 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 |