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