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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 0 | $1 | 0.00% | 0 | New |
| BlackRock, Inc. | 1 | $6 | 0.00% | +1 | New |
| FMR LLC | 3 | $24 | 0.00% | +3 | New |
| Gleason Group, Inc. | 22 | $174 | 0.00% | +1+4.8% | Added |
| Northwest Financial Advisors | 24 | $190 | 0.00% | +24 | New |
| Tower Research Capital LLC (TRC) | 26 | $210 | 0.00% | +26 | New |
| Pflug Koory, LLC | 66 | $533 | 0.00% | +66 | New |
| CBIZ Investment Advisory Services, LLC | 87 | $702 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 181 | $1.46K | 0.00% | +161+805.0% | Added |
| Montag A & Associates Inc | 219 | $1.78K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 304 | $2.00K | 0.00% | +8+2.7% | Added |
| Wolff Wiese Magana LLC | 350 | $2.83K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 359 | $2.90K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 427 | $3.45K | 0.00% | +4+0.9% | Added |
| Russell Investments Group, Ltd. | 461 | $3.72K | 0.00% | −148−24.3% | Reduced |
| Darwin Advisors, LLC | 551 | $4.45K | 0.00% | +551 | New |
| Assetmark, Inc | 612 | $4.94K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 630 | $5.08K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 717 | $5.79K | 0.00% | +717 | New |
| Gen-Wealth Partners Inc | 929 | $7.44K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 988 | $7.97K | 0.00% | 00.0% | Unchanged |
| American National Bank | 1,003 | $8.09K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 1,056 | $8.52K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,105 | $8.91K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,154 | $9.31K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,342 | $10.8K | 0.00% | +1,342 | New |
| Citizens National Bank Trust Department | 1,400 | $11.3K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,423 | $11.5K | 0.00% | −1,754−55.2% | Reduced |
| City Holding Co | 1,435 | $11.6K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,529 | $12.3K | 0.00% | +300+24.4% | Added |
| Planned Solutions, Inc. | 1,545 | $12.5K | 0.01% | +1,545 | New |
| Main Street Group, LTD | 1,681 | $13.6K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,908 | $15.4K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1,977 | $16.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 1,977 | $16.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,023 | $16.3K | 0.00% | +52+2.6% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,174 | $17.5K | 0.00% | +197+10.0% | Added |
| AdvisorNet Financial, Inc | 2,210 | $17.8K | 0.00% | −106−4.6% | Reduced |
| Ronald Blue Trust, Inc. | 2,398 | $17.9K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,386 | $19.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2,599 | $21.0K | 0.01% | +2,599 | New |
| Farther Finance Advisors, LLC | 2,649 | $21.4K | 0.00% | −988−27.2% | Reduced |
| FNY Investment Advisers, LLC | 3,000 | $24.0K | 0.01% | +3,000 | New |
| Jaffetilchin Investment Partners, LLC | 3,057 | $24.7K | 0.00% | +3,057 | New |
| Hexagon Capital Partners LLC | 3,385 | $27.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3,419 | $27.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,900 | $31.5K | 0.00% | −98−2.5% | Reduced |
| Washington Trust Co | 4,440 | $35.8K | 0.00% | +4,440 | New |
| RE Dickinson Investment Advisors, LLC | 4,708 | $38.0K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 4,943 | $39.9K | 0.00% | −10.0% | Reduced |
| Ashton Thomas Securities, LLC | 5,053 | $40.8K | 0.01% | +5,053 | New |
| Hazlett, Burt & Watson, Inc. | 5,876 | $48.0K | 0.02% | +83+1.4% | Added |
| CoreFirst Bank & Trust | 7,699 | $62.1K | 0.04% | −2,393−23.7% | Reduced |
| Gilliland Jeter Wealth Management LLC | 7,930 | $64.0K | 0.02% | +202+2.6% | Added |
| NBC Securities, Inc. | 8,218 | $66.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 9,866 | $79.6K | 0.00% | −5,655−36.4% | Reduced |
| Future Financial Wealth Managment LLC | 10,000 | $80.7K | 0.06% | −2,000−16.7% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 10,000 | $80.7K | 0.06% | 00.0% | Unchanged |
| Abel Hall, LLC | 10,000 | $80.7K | 0.05% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 10,000 | $80.7K | 0.01% | +10,000 | New |
| Philip James Wealth Mangement, LLC | 10,000 | $80.7K | 0.01% | +10,000 | New |
| Coastline Trust Co | 10,143 | $81.9K | 0.01% | 00.0% | Unchanged |
| Certified Advisory Corp | 10,266 | $82.8K | 0.01% | +191+1.9% | Added |
| Anchor Investment Management, LLC | 10,601 | $85.5K | 0.01% | +43+0.4% | Added |
| Strategic Financial Concepts, LLC | 10,776 | $87.0K | 0.03% | −81,518−88.3% | Reduced |
| Blue Barn Wealth, LLC | 10,840 | $87.5K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 10,850 | $88.0K | 0.00% | +1,643+17.8% | Added |
| Change Path, LLC | 11,117 | $89.7K | 0.00% | +11,117 | New |
| Citadel Advisors LLC | 11,119 | $89.7K | 0.00% | +11,119 | New |
| Beacon Financial Advisory LLC | 11,191 | $90.3K | 0.03% | +20+0.2% | Added |
| LifeSteps Financial, Inc. | 11,520 | $93.0K | 0.07% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 11,542 | $93.1K | 0.00% | −6,577−36.3% | Reduced |
| Green Square Capital Advisors LLC | 11,653 | $93.9K | 0.01% | +11,653 | New |
| Pathway Financial Advisers, LLC | 11,661 | $94.1K | 0.04% | +84+0.7% | Added |
| US Bancorp | 11,699 | $94.4K | 0.00% | +4,569+64.1% | Added |
| Perigon Wealth Management, LLC | 11,842 | $95.6K | 0.00% | −482−3.9% | Reduced |
| Northern Trust Corp | 11,867 | $95.8K | 0.00% | +11,867 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,000 | $96.1K | 0.04% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 12,227 | $98.7K | 0.00% | −688−5.3% | Reduced |
| Sigma Planning Corp | 12,435 | $100.3K | 0.00% | +640+5.4% | Added |
| Occidental Asset Management, LLC | 12,524 | $101.1K | 0.02% | −887−6.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 12,840 | $103.6K | 0.00% | +12,840 | New |
| Smith Shellnut Wilson LLC | 12,855 | $103.7K | 0.05% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 12,996 | $104.9K | 0.01% | +1,467+12.7% | Added |
| Proequities, Inc. | 12,901 | $105.0K | 0.01% | +5,492+74.1% | Added |
| Sequoia Financial Advisors, LLC | 13,071 | $105.5K | 0.00% | +13,071 | New |
| Beacon Capital Management, LLC | 13,222 | $106.7K | 0.02% | +11+0.1% | Added |
| Hollencrest Capital Management | 13,362 | $107.8K | 0.00% | −197−1.5% | Reduced |
| Tradition Wealth Management, LLC | 13,369 | $107.9K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 13,402 | $108.2K | 0.04% | −2,274−14.5% | Reduced |
| Valley Brook Capital Group | 13,489 | $108.9K | 0.08% | 00.0% | Unchanged |
| VeraBank, N.A. | 13,658 | $110.2K | 0.03% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 13,850 | $111.8K | 0.03% | −6,000−30.2% | Reduced |
| Integrated Wealth Concepts LLC | 14,129 | $114.0K | 0.00% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 14,200 | $114.6K | 0.04% | +14,200 | New |
| 180 Wealth Advisors, LLC | 14,206 | $114.6K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Group | 14,345 | $115.8K | 0.01% | +364+2.6% | Added |
| Equitable Holdings, Inc. | 14,389 | $116.1K | 0.00% | +1,343+10.3% | Added |
| Benjamin Edwards Inc | 14,456 | $116.7K | 0.00% | +14,456 | New |
| TCFG Wealth Management, LLC | 14,525 | $117.2K | 0.06% | +14,525 | New |