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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 57,388 | $463.1K | 0.00% | −1,045−1.8% | Reduced |
| Shaker Financial Services, LLC | 57,000 | $464.2K | 0.17% | +57,000 | New |
| Centurion Wealth Management LLC | 58,235 | $470.0K | 0.15% | +58,235 | New |
| Mosaic Family Wealth Partners, LLC | 58,444 | $471.6K | 0.07% | 00.0% | Unchanged |
| RVW Wealth, LLC | 58,500 | $472.1K | 0.04% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 59,040 | $476.5K | 0.21% | −33,495−36.2% | Reduced |
| Mercer Global Advisors Inc | 63,918 | $515.2K | 0.00% | +27,569+75.8% | Added |
| Spire Wealth Management | 64,947 | $524.1K | 0.02% | +18,727+40.5% | Added |
| Stolper Co | 67,219 | $542.0K | 0.18% | −1,179−1.7% | Reduced |
| Diversify Advisory Services, LLC | 73,000 | $591.3K | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 73,315 | $591.7K | 0.01% | +73,315 | New |
| Principal Securities, Inc. | 74,700 | $602.8K | 0.01% | −4,694−5.9% | Reduced |
| Wedbush Securities Inc | 74,687 | $603.0K | 0.02% | −4,215−5.3% | Reduced |
| Level Four Advisory Services, LLC | 78,738 | $633.1K | 0.03% | +7,102+9.9% | Added |
| Marino, Stram & Associates LLC | 79,161 | $638.8K | 0.14% | 00.0% | Unchanged |
| All Season Financial Advisors, Inc. | 80,239 | $647.5K | 0.55% | +540+0.7% | Added |
| Accel Wealth Management | 80,646 | $650.8K | 0.24% | −1,951−2.4% | Reduced |
| Triumph Capital Management | 80,211 | $652.6K | 0.23% | +80,211 | New |
| Bramshill Investments, LLC | 81,091 | $654.4K | 0.07% | +75,569+1,368.5% | Added |
| Comerica Bank | 84,190 | $679.4K | 0.00% | +12,884+18.1% | Added |
| Atria Wealth Solutions, Inc. | 84,143 | $682.4K | 0.01% | +856+1.0% | Added |
| National Asset Management, Inc. | 85,114 | $686.0K | 0.02% | +33,773+65.8% | Added |
| Benchmark Investment Advisors LLC | 88,000 | $710.2K | 0.51% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 88,699 | $715.8K | 0.02% | +3,187+3.7% | Added |
| Shulman DeMeo Asset Management LLC | 90,566 | $730.9K | 0.18% | +430.0% | Added |
| Cary Street Partner Investment Advisory LLC | 92,904 | $749.7K | 0.03% | −2,300−2.4% | Reduced |
| Melfa Wealth Management, LLC | 101,117 | $816.0K | 0.54% | −3,240−3.1% | Reduced |
| Palogic Value Management, L.P. | 101,305 | $817.5K | 0.33% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 101,361 | $818.0K | 0.36% | +6,115+6.4% | Added |
| Mariner, LLC | 103,417 | $834.6K | 0.00% | −9,126−8.1% | Reduced |
| CNH Partners LLC | 103,913 | $838.6K | 0.02% | −1,120,072−91.5% | Reduced |
| E&G Advisors, LP | 107,850 | $868.8K | 0.24% | −1,600−1.5% | Reduced |
| Kestra Advisory Services, LLC | 116,935 | $943.7K | 0.01% | +12,286+11.7% | Added |
| RSM US Wealth Management LLC | 119,868 | $966.1K | 0.01% | −37,412−23.8% | Reduced |
| HighTower Advisors, LLC | 120,390 | $969.0K | 0.00% | +48,689+67.9% | Added |
| Millennium Management LLC | 122,436 | $988.1K | 0.00% | +84,722+224.6% | Added |
| Private Advisor Group, LLC | 156,035 | $1.26M | 0.01% | +10,409+7.1% | Added |
| Geneos Wealth Management Inc. | 167,238 | $1.35M | 0.05% | +6,135+3.8% | Added |
| Thrivent Financial for Lutherans | 183,412 | $1.48M | 0.00% | +25,000+15.8% | Added |
| MSH Capital Advisors LLC | 204,504 | $1.65M | 0.50% | +442+0.2% | Added |
| Sanctuary Advisors, LLC | 210,234 | $1.69M | 0.01% | +24,849+13.4% | Added |
| Fca Corp | 223,366 | $1.80M | 0.55% | +14,422+6.9% | Added |
| CoreCap Advisors, LLC | 234,072 | $1.89M | 0.09% | −338−0.1% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 238,150 | $1.92M | 0.59% | −137,920−36.7% | Reduced |
| Jane Street Group, LLC | 243,162 | $1.96M | 0.00% | +224,283+1,188.0% | Added |
| GWM Advisors LLC | 262,070 | $2.11M | 0.01% | +10,212+4.1% | Added |
| Davenport & Co LLC | 267,470 | $2.16M | 0.01% | +35,425+15.3% | Added |
| First Trust Advisors LP | 275,794 | $2.23M | 0.00% | −11,222−3.9% | Reduced |
| Fiera Capital Corp | 284,541 | $2.30M | 0.01% | +7,288+2.6% | Added |
| Rareview Capital LLC | 289,928 | $2.34M | 1.75% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 310,378 | $2.53M | 0.12% | −18,429−5.6% | Reduced |
| Chicago Partners Investment Group LLC | 317,337 | $2.55M | 0.09% | +13,510+4.4% | Added |
| Truist Financial Corp | 330,895 | $2.67M | 0.00% | −16,649−4.8% | Reduced |
| Campbell Capital Management Inc | 393,267 | $3.17M | 1.26% | −5,338−1.3% | Reduced |
| Lido Advisors, LLC | 396,961 | $3.20M | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 422,235 | $3.41M | 0.01% | +23,296+5.8% | Added |
| Protective Life Corp | 440,000 | $3.55M | 100.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 454,322 | $3.67M | 0.01% | +4,098+0.9% | Added |
| Baird Financial Group, Inc. | 484,589 | $3.91M | 0.01% | +7,324+1.5% | Added |
| Rothschild Investment LLC | 514,042 | $4.15M | 0.27% | −8,843−1.7% | Reduced |
| Cerity Partners LLC | 515,543 | $4.16M | 0.01% | +83,119+19.2% | Added |
| Stratos Wealth Partners, LTD. | 530,063 | $4.28M | 0.06% | +1,206+0.2% | Added |
| Moors & Cabot, Inc. | 541,845 | $4.37M | 0.22% | +2,516+0.5% | Added |
| Ameriprise Financial Inc | 544,682 | $4.40M | 0.00% | −512,873−48.5% | Reduced |
| Stifel Financial Corp | 554,891 | $4.48M | 0.00% | −1,246−0.2% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 563,822 | $4.55M | 1.52% | −486,730−46.3% | Reduced |
| Janney Montgomery Scott LLC | 611,042 | $4.93M | 0.01% | +74,105+13.8% | Added |
| Penserra Capital Management LLC | 620,969 | $5.01M | 0.11% | −1,276,056−67.3% | Reduced |
| Envestnet Asset Management Inc | 622,813 | $5.03M | 0.00% | −112,268−15.3% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 666,648 | $5.38M | 0.01% | +44,876+7.2% | Added |
| Advisor Group Holdings, Inc. | 714,553 | $5.77M | 0.01% | +4,965+0.7% | Added |
| Royal Bank of Canada | 751,348 | $6.06M | 0.00% | +1,912+0.3% | Added |
| Captrust Financial Advisors | 844,947 | $6.82M | 0.02% | +136,709+19.3% | Added |
| Advisors Asset Management, Inc. | 857,035 | $6.92M | 0.13% | +167,337+24.3% | Added |
| Hennion & Walsh Asset Management, Inc. | 918,156 | $7.41M | 0.35% | +98,740+12.1% | Added |
| Guggenheim Capital LLC | 1,015,315 | $8.19M | 0.06% | +250,800+32.8% | Added |
| Greatmark Investment Partners, Inc. | 1,022,242 | $8.25M | 1.12% | −7,854−0.8% | Reduced |
| Capital Investment Advisors, LLC | 1,069,296 | $8.63M | 0.18% | +53,059+5.2% | Added |
| Cohen & Steers, Inc. | 1,365,741 | $11.0M | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 2,193,784 | $17.7M | 0.03% | +99,924+4.8% | Added |
| Raymond James & Associates | 2,562,498 | $20.7M | 0.01% | +190,036+8.0% | Added |
| Bank of America Corp | 3,198,706 | $25.8M | 0.00% | −100,772−3.1% | Reduced |
| Invesco Ltd. | 3,211,532 | $25.9M | 0.01% | −923,413−22.3% | Reduced |
| LPL Financial LLC | 3,415,069 | $27.6M | 0.01% | +94,049+2.8% | Added |
| Wells Fargo & Company | 3,461,315 | $27.9M | 0.01% | +27,392+0.8% | Added |
| UBS Group AG | 4,010,312 | $32.4M | 0.01% | +473,948+13.4% | Added |
| Sit Investment Associates Inc | 5,229,530 | $42.2M | 0.94% | −971,205−15.7% | Reduced |
| Morgan Stanley | 9,376,929 | $75.7M | 0.01% | −2,994,338−24.2% | Reduced |
| International Assets Investment Management, LLC | 392,409 | – | – | +343,834+707.8% | Added |
| Rivernorth Capital Management, LLC | 0 | $0 | 0.00% | −5,055,008−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −1,429,820−100.0% | Sold out |
| Petra Financial Advisors Inc | 0 | $0 | 0.00% | −200,937−100.0% | Sold out |
| Jupiter Wealth Management LLC | 0 | $0 | 0.00% | −182,794−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −80,584−100.0% | Sold out |
| One Wealth Management Investment & Advisory Services, LLC | 0 | $0 | 0.00% | −47,965−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −24,805−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −20,793−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −19,534−100.0% | Sold out |
| Gunn & Co Investment Management, Inc. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −14,482−100.0% | Sold out |