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 |
|---|---|---|---|---|---|
| Mission Hills Financial Advisory, LLC | 14,485 | $117.3K | 0.10% | +14,485 | New |
| Gill Capital Partners, LLC | 14,747 | $119.0K | 0.04% | −988−6.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 15,000 | $121.0K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 15,151 | $122.3K | 0.01% | +27+0.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 15,433 | $124.5K | 0.02% | −6,393−29.3% | Reduced |
| Titleist Asset Management, LLC | 15,490 | $125.0K | 0.02% | −10.0% | Reduced |
| Schechter Investment Advisors, LLC | 15,593 | $125.8K | 0.01% | 00.0% | Unchanged |
| HTLF Bank | 15,683 | $126.6K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 15,696 | $126.7K | 0.00% | +103+0.7% | Added |
| CI Private Wealth, LLC | 15,704 | $126.7K | 0.00% | −2,472−13.6% | Reduced |
| Tyche Wealth Partners LLC | 15,726 | $126.9K | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 15,809 | $127.6K | 0.01% | −3,954−20.0% | Reduced |
| Alpha Cubed Investments, LLC | 15,899 | $128.3K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 15,973 | $128.9K | 0.01% | −1,181−6.9% | Reduced |
| Stonegate Investment Group, LLC | 15,988 | $129.0K | 0.00% | 00.0% | Unchanged |
| MKT Advisors LLC | 16,061 | $129.5K | 0.06% | 00.0% | Unchanged |
| PSI Advisors, LLC | 16,116 | $130.1K | 0.04% | +5,300+49.0% | Added |
| D.A. Davidson & Co. | 16,258 | $131.2K | 0.00% | −700−4.1% | Reduced |
| Belpointe Asset Management LLC | 16,546 | $133.5K | 0.01% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 16,550 | $133.6K | 0.01% | +16,550 | New |
| Creative Planning | 16,580 | $133.8K | 0.00% | +4,115+33.0% | Added |
| EverSource Wealth Advisors, LLC | 16,645 | $134.3K | 0.01% | +2,500+17.7% | Added |
| MML Investors Services, LLC | 16,789 | $135.0K | 0.00% | −1,028−5.8% | Reduced |
| Aptus Capital Advisors, LLC | 16,892 | $136.3K | 0.00% | 00.0% | Unchanged |
| Second Line Capital, LLC | 16,892 | $137.6K | 0.04% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 16,678 | $138.1K | 0.00% | −22,611−57.6% | Reduced |
| Noesis Capital Mangement Corp | 17,233 | $139.1K | 0.03% | +17,233 | New |
| Waterfront Wealth Inc. | 19,772 | $157.8K | 0.04% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 19,751 | $159.5K | 0.09% | +900+4.8% | Added |
| Parsons Capital Management Inc | 19,997 | $161.4K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 20,080 | $162.0K | 0.02% | −1,054−5.0% | Reduced |
| TSFG, LLC | 20,222 | $163.0K | 0.04% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 20,257 | $164.3K | 0.08% | +41+0.2% | Added |
| Sage Capital Management, LLC | 21,000 | $169.5K | 0.08% | +21,000 | New |
| LexAurum Advisors, LLC | 21,372 | $172.5K | 0.04% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 21,424 | $172.9K | 0.01% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 21,511 | $173.6K | 0.01% | −39−0.2% | Reduced |
| International Private Wealth Advisors LLC | 21,572 | $174.1K | 0.26% | +511+2.4% | Added |
| WealthTrust Axiom LLC | 21,782 | $175.8K | 0.05% | +340+1.6% | Added |
| DRW Securities, LLC | 21,800 | $175.9K | 0.01% | +21,800 | New |
| Berger Financial Group, Inc | 23,517 | $189.8K | 0.01% | −165−0.7% | Reduced |
| Fifth Third Bancorp | 23,796 | $192.0K | 0.00% | +1,681+7.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 23,901 | $192.9K | 0.00% | −352−1.5% | Reduced |
| Snowden Capital Advisors LLC | 23,732 | $193.1K | 0.01% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 24,075 | $194.3K | 0.02% | +676+2.9% | Added |
| Catalina Capital Group, LLC | 24,437 | $197.2K | 0.07% | −14,992−38.0% | Reduced |
| Keybank National Association | 24,921 | $201.1K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 25,003 | $201.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 25,220 | $203.5K | 0.13% | +923+3.8% | Added |
| Pathstone Holdings, LLC | 25,260 | $203.9K | 0.00% | −82,794−76.6% | Reduced |
| Western Wealth Management, LLC | 25,608 | $206.7K | 0.01% | +25,608 | New |
| Concurrent Investment Advisors, LLC | 26,253 | $211.9K | 0.01% | −1,841−6.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 27,144 | $219.1K | 0.10% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 27,439 | $221.4K | 0.04% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 27,646 | $223.1K | 0.00% | +27,646 | New |
| Rockefeller Capital Management L.P. | 27,859 | $224.8K | 0.00% | −5,386−16.2% | Reduced |
| Bank of New York Mellon Corp | 28,171 | $227.3K | 0.00% | −1,905−6.3% | Reduced |
| Horizon Kinetics Asset Management LLC | 28,538 | $230.3K | 0.00% | +11,824+70.7% | Added |
| Calamos Advisors LLC | 29,024 | $234.2K | 0.00% | +4,146+16.7% | Added |
| Virtu Financial LLC | 29,153 | $235.0K | 0.01% | +29,153 | New |
| Advisor OS, LLC | 29,139 | $235.2K | 0.02% | +123+0.4% | Added |
| NWF Advisory Services Inc. | 29,150 | $235.2K | 0.03% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 29,392 | $237.2K | 0.00% | +10,113+52.5% | Added |
| Wealth Advisory Solutions, LLC | 30,773 | $248.3K | 0.07% | +12,701+70.3% | Added |
| Shufro Rose & Co LLC | 33,373 | $249.3K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 31,169 | $251.5K | 0.03% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 31,951 | $257.8K | 0.01% | −11,152−25.9% | Reduced |
| StoneX Group Inc. | 32,939 | $268.0K | 0.02% | +245+0.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 33,274 | $268.5K | 0.04% | +586+1.8% | Added |
| Prairie Wealth Advisors, Inc. | 33,268 | $270.7K | 0.13% | +200+0.6% | Added |
| Penbrook Management LLC | 33,621 | $271.3K | 0.18% | 00.0% | Unchanged |
| Whittier Trust Co | 34,787 | $280.7K | 0.00% | −987−2.8% | Reduced |
| Kingswood Wealth Advisors, LLC | 35,519 | $286.6K | 0.02% | +35,519 | New |
| James Investment Research Inc | 36,500 | $294.6K | 0.03% | 00.0% | Unchanged |
| Wetherby Asset Management Inc | 38,073 | $307.2K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 40,924 | $330.0K | 0.00% | −3,523−7.9% | Reduced |
| Avantax Advisory Services, Inc. | 40,989 | $330.8K | 0.00% | −687−1.6% | Reduced |
| Burney Co | 41,275 | $333.1K | 0.01% | +541+1.3% | Added |
| GTS Securities LLC | 41,637 | $336.0K | 0.01% | +41,637 | New |
| TCG Advisory Services, LLC | 42,188 | $340.5K | 0.01% | −16,067−27.6% | Reduced |
| Kestra Private Wealth Services, LLC | 43,204 | $348.7K | 0.01% | +5,700+15.2% | Added |
| Operose Advisors LLC | 44,465 | $358.8K | 0.12% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 44,555 | $359.6K | 0.17% | +696+1.6% | Added |
| Independent Financial Group, LLC | 44,743 | $361.1K | 0.01% | +349+0.8% | Added |
| Prospera Financial Services Inc | 44,917 | $362.5K | 0.01% | −1,837−3.9% | Reduced |
| Investors Asset Management of Georgia Inc | 45,250 | $365.2K | 0.17% | +1,250+2.8% | Added |
| Transcend Wealth Collective, LLC | 45,510 | $367.3K | 0.02% | −425−0.9% | Reduced |
| 49 Wealth Management, LLC | 46,409 | $374.5K | 0.06% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 50,505 | $377.3K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 47,052 | $379.7K | 0.02% | −2,658−5.3% | Reduced |
| Oppenheimer & Co Inc | 47,358 | $382.2K | 0.01% | +193+0.4% | Added |
| XTX Topco Ltd | 48,226 | $389.2K | 0.03% | +36,491+311.0% | Added |
| Harbour Investments, Inc. | 50,951 | $411.2K | 0.01% | −988−1.9% | Reduced |
| Live Oak Private Wealth LLC | 51,460 | $415.3K | 0.07% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 52,969 | $427.5K | 0.26% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 53,802 | $434.2K | 0.01% | +74+0.1% | Added |
| Sage Capital Advisors,llc | 54,827 | $442.5K | 0.12% | +2,469+4.7% | Added |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $446.0K | 0.17% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 55,500 | $447.9K | 0.00% | +55,500 | New |
| Carson Advisory Inc. | 55,638 | $449.0K | 0.28% | +18,128+48.3% | Added |