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, Q4 2024
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Dec 31, 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
- 298
- +14 vs. Q3 2024
- Shares held
- 63.1M
- +1.13M (+1.8%) vs. Q3 2024
- Total value
- $495.9M
- −$792.5K (−0.2%) vs. Q3 2024
- New holders
- 53
- 90 more added
- Sold out
- 39
- 75 more reduced
5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 7,656,478 | $60.2M | 0.00% | −1,720,451−18.3% | Reduced |
| Sit Investment Associates Inc | 4,747,959 | $37.3M | 0.85% | −481,571−9.2% | Reduced |
| UBS Group AG | 4,213,105 | $33.1M | 0.01% | +202,793+5.1% | Added |
| Bank of America Corp | 3,796,422 | $29.8M | 0.00% | +597,716+18.7% | Added |
| LPL Financial LLC | 3,421,081 | $26.9M | 0.01% | +6,012+0.2% | Added |
| Wells Fargo & Company | 3,345,453 | $26.3M | 0.01% | −115,862−3.3% | Reduced |
| Raymond James Financial Inc | 3,292,438 | $25.9M | 0.01% | +3,292,438 | New |
| Invesco Ltd. | 2,914,139 | $22.9M | 0.00% | −297,393−9.3% | Reduced |
| Commonwealth Equity Services, LLC | 2,265,127 | $17.8M | 0.03% | +71,343+3.3% | Added |
| Guggenheim Capital LLC | 1,286,715 | $10.1M | 0.08% | +271,400+26.7% | Added |
| Advisors Asset Management, Inc. | 1,063,526 | $8.36M | 0.15% | +206,491+24.1% | Added |
| Cohen & Steers, Inc. | 995,741 | $7.83M | 0.01% | −370,000−27.1% | Reduced |
| Greatmark Investment Partners, Inc. | 994,010 | $7.81M | 1.06% | −28,232−2.8% | Reduced |
| Captrust Financial Advisors | 903,982 | $7.11M | 0.02% | +59,035+7.0% | Added |
| Advisor Group Holdings, Inc. | 812,137 | $6.38M | 0.01% | +97,584+13.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 789,682 | $6.21M | 0.28% | −128,474−14.0% | Reduced |
| Royal Bank of Canada | 777,149 | $6.11M | 0.00% | +25,801+3.4% | Added |
| Penserra Capital Management LLC | 665,815 | $5.23M | 0.10% | +44,846+7.2% | Added |
| Janney Montgomery Scott LLC | 645,118 | $5.07M | 0.01% | +34,076+5.6% | Added |
| Stifel Financial Corp | 588,217 | $4.62M | 0.00% | +33,326+6.0% | Added |
| Cerity Partners LLC | 571,685 | $4.49M | 0.01% | +56,142+10.9% | Added |
| Moors & Cabot, Inc. | 559,341 | $4.40M | 0.21% | +17,496+3.2% | Added |
| Ameriprise Financial Inc | 523,923 | $4.12M | 0.00% | −20,759−3.8% | Reduced |
| Stratos Wealth Partners, LTD. | 521,997 | $4.10M | 0.06% | −8,066−1.5% | Reduced |
| Rothschild Investment LLC | 503,105 | $3.95M | 0.26% | −10,937−2.1% | Reduced |
| Thoma Capital Management LLC | 467,245 | $3.67M | 2.52% | +467,245 | New |
| Cetera Investment Advisers | 452,375 | $3.56M | 0.01% | +30,140+7.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 446,237 | $3.51M | 0.01% | −8,085−1.8% | Reduced |
| Protective Life Corp | 440,000 | $3.46M | 100.00% | 00.0% | Unchanged |
| Fca Corp | 436,615 | $3.43M | 1.07% | +213,249+95.5% | Added |
| Lido Advisors, LLC | 401,233 | $3.15M | 0.02% | +4,272+1.1% | Added |
| Campbell Capital Management Inc | 384,993 | $3.03M | 1.18% | −8,274−2.1% | Reduced |
| Capital Investment Advisors, LLC | 366,653 | $2.88M | 0.06% | −702,643−65.7% | Reduced |
| Smith Asset Management Co., LLC | 360,091 | $2.83M | 2.76% | +360,091 | New |
| Baird Financial Group, Inc. | 351,192 | $2.76M | 0.01% | −133,397−27.5% | Reduced |
| Envestnet Asset Management Inc | 333,734 | $2.62M | 0.00% | −289,079−46.4% | Reduced |
| Chicago Partners Investment Group LLC | 321,537 | $2.57M | 0.09% | +4,200+1.3% | Added |
| Truist Financial Corp | 326,913 | $2.57M | 0.00% | −3,982−1.2% | Reduced |
| Ibex Wealth Advisors | 326,705 | $2.57M | 0.30% | +326,705 | New |
| Sowell Financial Services LLC | 313,912 | $2.47M | 0.13% | +3,534+1.1% | Added |
| Prelude Capital Management, LLC | 300,000 | $2.36M | 0.20% | +300,000 | New |
| First Trust Advisors LP | 280,632 | $2.21M | 0.00% | +4,838+1.8% | Added |
| Fiera Capital Corp | 275,879 | $2.17M | 0.01% | −8,662−3.0% | Reduced |
| Davenport & Co LLC | 262,100 | $2.06M | 0.01% | −5,370−2.0% | Reduced |
| GWM Advisors LLC | 256,971 | $2.02M | 0.01% | −5,099−1.9% | Reduced |
| CoreCap Advisors, LLC | 239,134 | $1.88M | 0.09% | +5,062+2.2% | Added |
| Sanctuary Advisors, LLC | 222,582 | $1.77M | 0.01% | +12,348+5.9% | Added |
| MSH Capital Advisors LLC | 200,704 | $1.58M | 0.50% | −3,800−1.9% | Reduced |
| Wealth Advisory Solutions, LLC | 200,593 | $1.58M | 0.44% | +169,820+551.8% | Added |
| HighTower Advisors, LLC | 198,911 | $1.56M | 0.00% | +78,521+65.2% | Added |
| Thrivent Financial for Lutherans | 171,712 | $1.35M | 0.00% | −11,700−6.4% | Reduced |
| Geneos Wealth Management Inc. | 171,316 | $1.35M | 0.05% | +4,078+2.4% | Added |
| Kestra Advisory Services, LLC | 155,302 | $1.22M | 0.01% | +38,367+32.8% | Added |
| Private Advisor Group, LLC | 146,674 | $1.15M | 0.01% | −9,361−6.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 130,838 | $1.05M | 0.01% | +57,523+78.5% | Added |
| Advisory Services Network, LLC | 125,336 | $985.1K | 0.02% | +74,831+148.2% | Added |
| Samalin Investment Counsel, LLC | 106,191 | $834.7K | 0.36% | +4,830+4.8% | Added |
| Cary Street Partners Financial LLC | 103,559 | $814.0K | 0.03% | +103,559 | New |
| Palogic Value Management, L.P. | 101,305 | $796.3K | 0.32% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 99,767 | $784.2K | 0.52% | −1,350−1.3% | Reduced |
| E&G Advisors, LP | 93,650 | $734.7K | 0.20% | −14,200−13.2% | Reduced |
| Shulman DeMeo Asset Management LLC | 90,600 | $712.1K | 0.19% | +340.0% | Added |
| Benchmark Investment Advisors LLC | 88,000 | $691.7K | 0.45% | 00.0% | Unchanged |
| Mariner, LLC | 87,577 | $688.4K | 0.00% | −15,840−15.3% | Reduced |
| Wealthcare Advisory Partners LLC | 82,573 | $649.0K | 0.02% | −6,126−6.9% | Reduced |
| Bramshill Investments, LLC | 82,441 | $648.0K | 0.10% | +1,350+1.7% | Added |
| Triumph Capital Management | 81,578 | $641.2K | 0.22% | +1,367+1.7% | Added |
| Marino, Stram & Associates LLC | 79,161 | $622.2K | 0.14% | 00.0% | Unchanged |
| Accel Wealth Management | 77,578 | $609.8K | 0.23% | −3,068−3.8% | Reduced |
| Atria Wealth Solutions, Inc. | 76,473 | $601.1K | 0.01% | −7,670−9.1% | Reduced |
| Diversify Wealth Management, LLC | 73,000 | $581.1K | 0.05% | +73,000 | New |
| Level Four Advisory Services, LLC | 73,423 | $577.1K | 0.02% | −5,315−6.8% | Reduced |
| Wedbush Securities Inc | 72,874 | $573.0K | 0.02% | −1,813−2.4% | Reduced |
| Principal Securities, Inc. | 71,141 | $559.2K | 0.01% | −3,559−4.8% | Reduced |
| RVW Wealth, LLC | 70,922 | $557.4K | 0.05% | +12,422+21.2% | Added |
| Anchor Capital Management Group Inc | 70,000 | $550.2K | 0.20% | +70,000 | New |
| Centurion Wealth Management LLC | 69,378 | $545.3K | 0.17% | +11,143+19.1% | Added |
| National Asset Management, Inc. | 67,050 | $527.0K | 0.02% | −18,064−21.2% | Reduced |
| Spire Wealth Management | 66,903 | $525.9K | 0.02% | +1,956+3.0% | Added |
| Stolper Co | 65,889 | $518.0K | 0.17% | −1,330−2.0% | Reduced |
| Comerica Bank | 61,343 | $482.2K | 0.00% | −22,847−27.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 60,391 | $474.7K | 0.04% | +24,872+70.0% | Added |
| Axxcess Wealth Management, LLC | 59,935 | $471.1K | 0.01% | +59,935 | New |
| Kestra Private Wealth Services, LLC | 58,678 | $461.2K | 0.01% | +15,474+35.8% | Added |
| Mosaic Family Wealth Partners, LLC | 58,444 | $459.4K | 0.07% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 58,285 | $458.1K | 0.00% | +34,384+143.9% | Added |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $434.4K | 0.16% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 54,014 | $432.1K | 0.04% | −338,395−86.2% | Reduced |
| TownSquare Capital, LLC | 53,893 | $423.6K | 0.00% | +91+0.2% | Added |
| Ballentine Partners, LLC | 53,693 | $422.0K | 0.01% | +53,693 | New |
| Aristides Capital LLC | 53,250 | $418.5K | 0.13% | +53,250 | New |
| Gridiron Partners, LLC | 52,969 | $416.3K | 0.26% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 51,928 | $408.2K | 0.00% | −5,460−9.5% | Reduced |
| Live Oak Private Wealth LLC | 51,460 | $404.5K | 0.07% | 00.0% | Unchanged |
| Independent Advisor Alliance | 51,348 | $403.6K | 0.01% | +51,348 | New |
| Harbour Investments, Inc. | 51,076 | $401.5K | 0.01% | +125+0.2% | Added |
| Independent Financial Group, LLC | 50,810 | $399.4K | 0.01% | +6,067+13.6% | Added |
| Avantax Advisory Services, Inc. | 50,703 | $398.5K | 0.00% | +9,714+23.7% | Added |
| Sage Capital Advisors,llc | 50,629 | $397.9K | 0.10% | −4,198−7.7% | Reduced |
| Ameritas Advisory Services, LLC | 50,176 | $394.4K | 0.01% | +3,124+6.6% | Added |