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 |
|---|---|---|---|---|---|
| 49 Wealth Management, LLC | 46,409 | $374.5K | 0.06% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 45,510 | $367.3K | 0.02% | −425−0.9% | Reduced |
| Investors Asset Management of Georgia Inc | 45,250 | $365.2K | 0.17% | +1,250+2.8% | Added |
| Prospera Financial Services Inc | 44,917 | $362.5K | 0.01% | −1,837−3.9% | Reduced |
| Independent Financial Group, LLC | 44,743 | $361.1K | 0.01% | +349+0.8% | Added |
| Investmark Advisory Group LLC | 44,555 | $359.6K | 0.17% | +696+1.6% | Added |
| Operose Advisors LLC | 44,465 | $358.8K | 0.12% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 43,204 | $348.7K | 0.01% | +5,700+15.2% | Added |
| TCG Advisory Services, LLC | 42,188 | $340.5K | 0.01% | −16,067−27.6% | Reduced |
| GTS Securities LLC | 41,637 | $336.0K | 0.01% | +41,637 | New |
| Burney Co | 41,275 | $333.1K | 0.01% | +541+1.3% | Added |
| Avantax Advisory Services, Inc. | 40,989 | $330.8K | 0.00% | −687−1.6% | Reduced |
| Park Avenue Securities LLC | 40,924 | $330.0K | 0.00% | −3,523−7.9% | Reduced |
| Wetherby Asset Management Inc | 38,073 | $307.2K | 0.01% | 00.0% | Unchanged |
| James Investment Research Inc | 36,500 | $294.6K | 0.03% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 35,519 | $286.6K | 0.02% | +35,519 | New |
| Whittier Trust Co | 34,787 | $280.7K | 0.00% | −987−2.8% | Reduced |
| Penbrook Management LLC | 33,621 | $271.3K | 0.18% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 33,268 | $270.7K | 0.13% | +200+0.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 33,274 | $268.5K | 0.04% | +586+1.8% | Added |
| StoneX Group Inc. | 32,939 | $268.0K | 0.02% | +245+0.7% | Added |
| Raymond James Trust N.A. | 31,951 | $257.8K | 0.01% | −11,152−25.9% | Reduced |
| Private Trust Co NA | 31,169 | $251.5K | 0.03% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 33,373 | $249.3K | 0.02% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 30,773 | $248.3K | 0.07% | +12,701+70.3% | Added |
| Steward Partners Investment Advisory, LLC | 29,392 | $237.2K | 0.00% | +10,113+52.5% | Added |
| NWF Advisory Services Inc. | 29,150 | $235.2K | 0.03% | 00.0% | Unchanged |
| Advisor OS, LLC | 29,139 | $235.2K | 0.02% | +123+0.4% | Added |
| Virtu Financial LLC | 29,153 | $235.0K | 0.01% | +29,153 | New |
| Calamos Advisors LLC | 29,024 | $234.2K | 0.00% | +4,146+16.7% | Added |
| Horizon Kinetics Asset Management LLC | 28,538 | $230.3K | 0.00% | +11,824+70.7% | Added |
| Bank of New York Mellon Corp | 28,171 | $227.3K | 0.00% | −1,905−6.3% | Reduced |
| Rockefeller Capital Management L.P. | 27,859 | $224.8K | 0.00% | −5,386−16.2% | Reduced |
| Merit Financial Group, LLC | 27,646 | $223.1K | 0.00% | +27,646 | New |
| Duncker Streett & Co Inc | 27,439 | $221.4K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 27,144 | $219.1K | 0.10% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 26,253 | $211.9K | 0.01% | −1,841−6.6% | Reduced |
| Western Wealth Management, LLC | 25,608 | $206.7K | 0.01% | +25,608 | New |
| Pathstone Holdings, LLC | 25,260 | $203.9K | 0.00% | −82,794−76.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 25,220 | $203.5K | 0.13% | +923+3.8% | Added |
| Ieq Capital, LLC | 25,003 | $201.8K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 24,921 | $201.1K | 0.00% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 24,437 | $197.2K | 0.07% | −14,992−38.0% | Reduced |
| J. L. Bainbridge & Co., Inc. | 24,075 | $194.3K | 0.02% | +676+2.9% | Added |
| Snowden Capital Advisors LLC | 23,732 | $193.1K | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 23,901 | $192.9K | 0.00% | −352−1.5% | Reduced |
| Fifth Third Bancorp | 23,796 | $192.0K | 0.00% | +1,681+7.6% | Added |
| Berger Financial Group, Inc | 23,517 | $189.8K | 0.01% | −165−0.7% | Reduced |
| DRW Securities, LLC | 21,800 | $175.9K | 0.01% | +21,800 | New |
| WealthTrust Axiom LLC | 21,782 | $175.8K | 0.05% | +340+1.6% | Added |
| International Private Wealth Advisors LLC | 21,572 | $174.1K | 0.26% | +511+2.4% | Added |
| Wesbanco Bank Inc | 21,511 | $173.6K | 0.01% | −39−0.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 21,424 | $172.9K | 0.01% | 00.0% | Unchanged |
| LexAurum Advisors, LLC | 21,372 | $172.5K | 0.04% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 21,000 | $169.5K | 0.08% | +21,000 | New |
| Coastal Investment Advisors, Inc. | 20,257 | $164.3K | 0.08% | +41+0.2% | Added |
| TSFG, LLC | 20,222 | $163.0K | 0.04% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 20,080 | $162.0K | 0.02% | −1,054−5.0% | Reduced |
| Parsons Capital Management Inc | 19,997 | $161.4K | 0.01% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 19,751 | $159.5K | 0.09% | +900+4.8% | Added |
| Waterfront Wealth Inc. | 19,772 | $157.8K | 0.04% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 17,233 | $139.1K | 0.03% | +17,233 | New |
| Summit Trail Advisors, LLC | 16,678 | $138.1K | 0.00% | −22,611−57.6% | Reduced |
| Second Line Capital, LLC | 16,892 | $137.6K | 0.04% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 16,892 | $136.3K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 16,789 | $135.0K | 0.00% | −1,028−5.8% | Reduced |
| EverSource Wealth Advisors, LLC | 16,645 | $134.3K | 0.01% | +2,500+17.7% | Added |
| Creative Planning | 16,580 | $133.8K | 0.00% | +4,115+33.0% | Added |
| Royal Fund Management, LLC | 16,550 | $133.6K | 0.01% | +16,550 | New |
| Belpointe Asset Management LLC | 16,546 | $133.5K | 0.01% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 16,258 | $131.2K | 0.00% | −700−4.1% | Reduced |
| PSI Advisors, LLC | 16,116 | $130.1K | 0.04% | +5,300+49.0% | Added |
| MKT Advisors LLC | 16,061 | $129.5K | 0.06% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 15,988 | $129.0K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 15,973 | $128.9K | 0.01% | −1,181−6.9% | Reduced |
| Alpha Cubed Investments, LLC | 15,899 | $128.3K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 15,809 | $127.6K | 0.01% | −3,954−20.0% | Reduced |
| Tyche Wealth Partners LLC | 15,726 | $126.9K | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 15,704 | $126.7K | 0.00% | −2,472−13.6% | Reduced |
| Clearstead Advisors, LLC | 15,696 | $126.7K | 0.00% | +103+0.7% | Added |
| HTLF Bank | 15,683 | $126.6K | 0.01% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 15,593 | $125.8K | 0.01% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 15,490 | $125.0K | 0.02% | −10.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 15,433 | $124.5K | 0.02% | −6,393−29.3% | Reduced |
| Financial Advocates Investment Management | 15,151 | $122.3K | 0.01% | +27+0.2% | Added |
| Smith Chas P & Associates Pa Cpas | 15,000 | $121.0K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 14,747 | $119.0K | 0.04% | −988−6.3% | Reduced |
| Mission Hills Financial Advisory, LLC | 14,485 | $117.3K | 0.10% | +14,485 | New |
| TCFG Wealth Management, LLC | 14,525 | $117.2K | 0.06% | +14,525 | New |
| Benjamin Edwards Inc | 14,456 | $116.7K | 0.00% | +14,456 | New |
| Equitable Holdings, Inc. | 14,389 | $116.1K | 0.00% | +1,343+10.3% | Added |
| Beacon Financial Group | 14,345 | $115.8K | 0.01% | +364+2.6% | Added |
| 180 Wealth Advisors, LLC | 14,206 | $114.6K | 0.02% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 14,200 | $114.6K | 0.04% | +14,200 | New |
| Integrated Wealth Concepts LLC | 14,129 | $114.0K | 0.00% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 13,850 | $111.8K | 0.03% | −6,000−30.2% | Reduced |
| VeraBank, N.A. | 13,658 | $110.2K | 0.03% | 00.0% | Unchanged |
| Valley Brook Capital Group | 13,489 | $108.9K | 0.08% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 13,402 | $108.2K | 0.04% | −2,274−14.5% | Reduced |
| Tradition Wealth Management, LLC | 13,369 | $107.9K | 0.01% | 00.0% | Unchanged |