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, Q3 2024
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Sep 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
- 289
- +10 vs. Q2 2024
- Shares held
- 65.3M
- −12.6M (−16.1%) vs. Q2 2024
- Total value
- $523.6M
- −$56.5M (−9.7%) vs. Q2 2024
- New holders
- 41
- 97 more added
- Sold out
- 31
- 73 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 9,376,929 | $75.7M | 0.01% | −2,994,338−24.2% | Reduced |
| Sit Investment Associates Inc | 5,229,530 | $42.2M | 0.94% | −971,205−15.7% | Reduced |
| UBS Group AG | 4,010,312 | $32.4M | 0.01% | +473,948+13.4% | Added |
| Wells Fargo & Company | 3,461,315 | $27.9M | 0.01% | +27,392+0.8% | Added |
| LPL Financial LLC | 3,415,069 | $27.6M | 0.01% | +94,049+2.8% | Added |
| Invesco Ltd. | 3,211,532 | $25.9M | 0.01% | −923,413−22.3% | Reduced |
| Bank of America Corp | 3,198,706 | $25.8M | 0.00% | −100,772−3.1% | Reduced |
| Raymond James & Associates | 2,562,498 | $20.7M | 0.01% | +190,036+8.0% | Added |
| Commonwealth Equity Services, LLC | 2,193,784 | $17.7M | 0.03% | +99,924+4.8% | Added |
| Cohen & Steers, Inc. | 1,365,741 | $11.0M | 0.02% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 1,069,296 | $8.63M | 0.18% | +53,059+5.2% | Added |
| Greatmark Investment Partners, Inc. | 1,022,242 | $8.25M | 1.12% | −7,854−0.8% | Reduced |
| Guggenheim Capital LLC | 1,015,315 | $8.19M | 0.06% | +250,800+32.8% | Added |
| Hennion & Walsh Asset Management, Inc. | 918,156 | $7.41M | 0.35% | +98,740+12.1% | Added |
| Advisors Asset Management, Inc. | 857,035 | $6.92M | 0.13% | +167,337+24.3% | Added |
| Captrust Financial Advisors | 844,947 | $6.82M | 0.02% | +136,709+19.3% | Added |
| Royal Bank of Canada | 751,348 | $6.06M | 0.00% | +1,912+0.3% | Added |
| Advisor Group Holdings, Inc. | 714,553 | $5.77M | 0.01% | +4,965+0.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 666,648 | $5.38M | 0.01% | +44,876+7.2% | Added |
| Envestnet Asset Management Inc | 622,813 | $5.03M | 0.00% | −112,268−15.3% | Reduced |
| Penserra Capital Management LLC | 620,969 | $5.01M | 0.11% | −1,276,056−67.3% | Reduced |
| Janney Montgomery Scott LLC | 611,042 | $4.93M | 0.01% | +74,105+13.8% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 563,822 | $4.55M | 1.52% | −486,730−46.3% | Reduced |
| Stifel Financial Corp | 554,891 | $4.48M | 0.00% | −1,246−0.2% | Reduced |
| Ameriprise Financial Inc | 544,682 | $4.40M | 0.00% | −512,873−48.5% | Reduced |
| Moors & Cabot, Inc. | 541,845 | $4.37M | 0.22% | +2,516+0.5% | Added |
| Stratos Wealth Partners, LTD. | 530,063 | $4.28M | 0.06% | +1,206+0.2% | Added |
| Cerity Partners LLC | 515,543 | $4.16M | 0.01% | +83,119+19.2% | Added |
| Rothschild Investment LLC | 514,042 | $4.15M | 0.27% | −8,843−1.7% | Reduced |
| Baird Financial Group, Inc. | 484,589 | $3.91M | 0.01% | +7,324+1.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 454,322 | $3.67M | 0.01% | +4,098+0.9% | Added |
| Protective Life Corp | 440,000 | $3.55M | 100.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 422,235 | $3.41M | 0.01% | +23,296+5.8% | Added |
| Lido Advisors, LLC | 396,961 | $3.20M | 0.02% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 393,267 | $3.17M | 1.26% | −5,338−1.3% | Reduced |
| Truist Financial Corp | 330,895 | $2.67M | 0.00% | −16,649−4.8% | Reduced |
| Chicago Partners Investment Group LLC | 317,337 | $2.55M | 0.09% | +13,510+4.4% | Added |
| Sowell Financial Services LLC | 310,378 | $2.53M | 0.12% | −18,429−5.6% | Reduced |
| Rareview Capital LLC | 289,928 | $2.34M | 1.75% | 00.0% | Unchanged |
| Fiera Capital Corp | 284,541 | $2.30M | 0.01% | +7,288+2.6% | Added |
| First Trust Advisors LP | 275,794 | $2.23M | 0.00% | −11,222−3.9% | Reduced |
| Davenport & Co LLC | 267,470 | $2.16M | 0.01% | +35,425+15.3% | Added |
| GWM Advisors LLC | 262,070 | $2.11M | 0.01% | +10,212+4.1% | Added |
| Jane Street Group, LLC | 243,162 | $1.96M | 0.00% | +224,283+1,188.0% | Added |
| Prevail Innovative Wealth Advisors, LLC | 238,150 | $1.92M | 0.59% | −137,920−36.7% | Reduced |
| CoreCap Advisors, LLC | 234,072 | $1.89M | 0.09% | −338−0.1% | Reduced |
| Fca Corp | 223,366 | $1.80M | 0.55% | +14,422+6.9% | Added |
| Sanctuary Advisors, LLC | 210,234 | $1.69M | 0.01% | +24,849+13.4% | Added |
| MSH Capital Advisors LLC | 204,504 | $1.65M | 0.50% | +442+0.2% | Added |
| Thrivent Financial for Lutherans | 183,412 | $1.48M | 0.00% | +25,000+15.8% | Added |
| Geneos Wealth Management Inc. | 167,238 | $1.35M | 0.05% | +6,135+3.8% | Added |
| Private Advisor Group, LLC | 156,035 | $1.26M | 0.01% | +10,409+7.1% | Added |
| Millennium Management LLC | 122,436 | $988.1K | 0.00% | +84,722+224.6% | Added |
| HighTower Advisors, LLC | 120,390 | $969.0K | 0.00% | +48,689+67.9% | Added |
| RSM US Wealth Management LLC | 119,868 | $966.1K | 0.01% | −37,412−23.8% | Reduced |
| Kestra Advisory Services, LLC | 116,935 | $943.7K | 0.01% | +12,286+11.7% | Added |
| E&G Advisors, LP | 107,850 | $868.8K | 0.24% | −1,600−1.5% | Reduced |
| CNH Partners LLC | 103,913 | $838.6K | 0.02% | −1,120,072−91.5% | Reduced |
| Mariner, LLC | 103,417 | $834.6K | 0.00% | −9,126−8.1% | Reduced |
| Samalin Investment Counsel, LLC | 101,361 | $818.0K | 0.36% | +6,115+6.4% | Added |
| Palogic Value Management, L.P. | 101,305 | $817.5K | 0.33% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 101,117 | $816.0K | 0.54% | −3,240−3.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 92,904 | $749.7K | 0.03% | −2,300−2.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 90,566 | $730.9K | 0.18% | +430.0% | Added |
| Wealthcare Advisory Partners LLC | 88,699 | $715.8K | 0.02% | +3,187+3.7% | Added |
| Benchmark Investment Advisors LLC | 88,000 | $710.2K | 0.51% | 00.0% | Unchanged |
| National Asset Management, Inc. | 85,114 | $686.0K | 0.02% | +33,773+65.8% | Added |
| Atria Wealth Solutions, Inc. | 84,143 | $682.4K | 0.01% | +856+1.0% | Added |
| Comerica Bank | 84,190 | $679.4K | 0.00% | +12,884+18.1% | Added |
| Bramshill Investments, LLC | 81,091 | $654.4K | 0.07% | +75,569+1,368.5% | Added |
| Triumph Capital Management | 80,211 | $652.6K | 0.23% | +80,211 | New |
| Accel Wealth Management | 80,646 | $650.8K | 0.24% | −1,951−2.4% | Reduced |
| All Season Financial Advisors, Inc. | 80,239 | $647.5K | 0.55% | +540+0.7% | Added |
| Marino, Stram & Associates LLC | 79,161 | $638.8K | 0.14% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 78,738 | $633.1K | 0.03% | +7,102+9.9% | Added |
| Wedbush Securities Inc | 74,687 | $603.0K | 0.02% | −4,215−5.3% | Reduced |
| Principal Securities, Inc. | 74,700 | $602.8K | 0.01% | −4,694−5.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 73,315 | $591.7K | 0.01% | +73,315 | New |
| Diversify Advisory Services, LLC | 73,000 | $591.3K | 0.03% | 00.0% | Unchanged |
| Stolper Co | 67,219 | $542.0K | 0.18% | −1,179−1.7% | Reduced |
| Spire Wealth Management | 64,947 | $524.1K | 0.02% | +18,727+40.5% | Added |
| Mercer Global Advisors Inc | 63,918 | $515.2K | 0.00% | +27,569+75.8% | Added |
| Wela Strategies, Inc. | 59,040 | $476.5K | 0.21% | −33,495−36.2% | Reduced |
| RVW Wealth, LLC | 58,500 | $472.1K | 0.04% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 58,444 | $471.6K | 0.07% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 58,235 | $470.0K | 0.15% | +58,235 | New |
| Shaker Financial Services, LLC | 57,000 | $464.2K | 0.17% | +57,000 | New |
| Northwestern Mutual Wealth Management Co | 57,388 | $463.1K | 0.00% | −1,045−1.8% | Reduced |
| Carson Advisory Inc. | 55,638 | $449.0K | 0.28% | +18,128+48.3% | Added |
| Goldman Sachs Group Inc | 55,500 | $447.9K | 0.00% | +55,500 | New |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $446.0K | 0.17% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 54,827 | $442.5K | 0.12% | +2,469+4.7% | Added |
| TownSquare Capital, LLC | 53,802 | $434.2K | 0.01% | +74+0.1% | Added |
| Gridiron Partners, LLC | 52,969 | $427.5K | 0.26% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 51,460 | $415.3K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 50,951 | $411.2K | 0.01% | −988−1.9% | Reduced |
| XTX Topco Ltd | 48,226 | $389.2K | 0.03% | +36,491+311.0% | Added |
| Oppenheimer & Co Inc | 47,358 | $382.2K | 0.01% | +193+0.4% | Added |
| Ameritas Advisory Services, LLC | 47,052 | $379.7K | 0.02% | −2,658−5.3% | Reduced |
| Advisory Services Network, LLC | 50,505 | $377.3K | 0.01% | 00.0% | Unchanged |