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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.

Q3 2024 vs. Q2 2024

How the institutions holding Nuveen Preferred & Income Opportunities Fund changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of JPC: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders2812289+10
Shares77.9M20.5K65.3M−12.6M (−16.1%)
Value$580.2M$152.9K$523.6M−$56.5M (−9.7%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (41)

Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to JPC in Q3 2024
InstitutionSharesValue% of portfolio
Triumph Capital Management80,211$652.6K0.23%
Wiley Bros.-Aintree Capital, LLC73,315$591.7K0.01%
Centurion Wealth Management LLC58,235$470.0K0.15%
Shaker Financial Services, LLC57,000$464.2K0.17%
Goldman Sachs Group Inc55,500$447.9K0.00%
GTS Securities LLC41,637$336.0K0.01%
Kingswood Wealth Advisors, LLC35,519$286.6K0.02%
Virtu Financial LLC29,153$235.0K0.01%
Merit Financial Group, LLC27,646$223.1K0.00%
Western Wealth Management, LLC25,608$206.7K0.01%
DRW Securities, LLC21,800$175.9K0.01%
Sage Capital Management, LLC21,000$169.5K0.08%
Noesis Capital Mangement Corp17,233$139.1K0.03%
Royal Fund Management, LLC16,550$133.6K0.01%
Mission Hills Financial Advisory, LLC14,485$117.3K0.10%
TCFG Wealth Management, LLC14,525$117.2K0.06%
Benjamin Edwards Inc14,456$116.7K0.00%
Morling Financial Advisors, LLC14,200$114.6K0.04%
Sequoia Financial Advisors, LLC13,071$105.5K0.00%
Gerber Kawasaki Wealth & Investment Management12,840$103.6K0.00%
Northern Trust Corp11,867$95.8K0.00%
Green Square Capital Advisors LLC11,653$93.9K0.01%
Citadel Advisors LLC11,119$89.7K0.00%
Change Path, LLC11,117$89.7K0.00%
Sonora Investment Management Group, LLC10,000$80.7K0.01%
Philip James Wealth Mangement, LLC10,000$80.7K0.01%
Ashton Thomas Securities, LLC5,053$40.8K0.01%
Washington Trust Co4,440$35.8K0.00%
Jaffetilchin Investment Partners, LLC3,057$24.7K0.00%
FNY Investment Advisers, LLC3,000$24.0K0.01%
Clear Street Markets LLC2,599$21.0K0.01%
Planned Solutions, Inc.1,545$12.5K0.01%
FinTrust Capital Advisors, LLC1,342$10.8K0.00%
Provenance Wealth Advisors, LLC717$5.79K0.00%
Darwin Advisors, LLC551$4.45K0.00%
Pflug Koory, LLC66$5330.00%
Tower Research Capital LLC (TRC)26$2100.00%
Northwest Financial Advisors24$1900.00%
FMR LLC3$240.00%
BlackRock, Inc.1$60.00%
GeoWealth Management, LLC0$10.00%

Sold out (31)

Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q2 2024 and filed for Q3 2024 without it.

Not filed for Q3 2024 yet (2)

Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPC in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Benjamin F. Edwards & Company, Inc.11,242$84.0K
Sofos Investments, Inc.9,221$68.9K