Nuveen Preferred & Income Opportunities Fund

JPC

Exchange: NYSE
SEC CIK: 0001216583

SEC filings (opens in a new tab)

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.

Q4 2024 vs. Q3 2024

How the institutions holding Nuveen Preferred & Income Opportunities Fund changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of JPC: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	289	5	298	+14
Shares	65.3M	3.34M	63.1M	+1.13M (+1.8%)
Value	$523.6M	$27.0M	$495.9M	−$792.5K (−0.2%)

5 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (53)

Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to JPC in Q4 2024
Institution	Shares	Value	% of portfolio
Raymond James Financial Inc	3,292,438	$25.9M	0.01%
Thoma Capital Management LLC	467,245	$3.67M	2.52%
Smith Asset Management Co., LLC	360,091	$2.83M	2.76%
Ibex Wealth Advisors	326,705	$2.57M	0.30%
Prelude Capital Management, LLC	300,000	$2.36M	0.20%
Cary Street Partners Financial LLC	103,559	$814.0K	0.03%
Diversify Wealth Management, LLC	73,000	$581.1K	0.05%
Anchor Capital Management Group Inc	70,000	$550.2K	0.20%
Axxcess Wealth Management, LLC	59,935	$471.1K	0.01%
Ballentine Partners, LLC	53,693	$422.0K	0.01%
Aristides Capital LLC	53,250	$418.5K	0.13%
Independent Advisor Alliance	51,348	$403.6K	0.01%
Tectonic Advisors LLC	50,000	$393.0K	0.03%
One Wealth Capital Management, LLC	47,965	$377.0K	0.19%
Northstar Financial Companies, Inc.	44,483	$349.6K	0.33%
IFG Advisory, LLC	40,081	$315.0K	0.02%
Parr McKnight Wealth Management Group, LLC	37,846	$297.5K	0.04%
Vivaldi Capital Management, LLC	28,477	$227.2K	0.03%
Private Advisory Group LLC	26,690	$209.8K	0.02%
Uptown Financial Advisors LLC	25,300	$198.9K	0.21%
HRT Financial LP	25,026	$196.0K	0.00%
U.S. Capital Wealth Advisors, LLC	17,802	$139.9K	0.00%
Logan Stone Capital, LLC	17,471	$137.3K	0.05%
Kingstone Capital Partners Texas, LLC	16,888	$133.0K	0.11%
Post Resch Tallon Group Inc.	15,297	$122.4K	0.12%
Argentarii, LLC	15,157	$119.1K	0.06%
Bragg Financial Advisors, Inc	14,955	$117.5K	0.00%
SageView Advisory Group, LLC	14,147	$111.2K	0.00%
AE Wealth Management LLC	13,072	$102.7K	0.00%
SFE Investment Counsel	12,816	$100.7K	0.02%
Freestate Advisors LLC	12,494	$98.2K	0.10%
MAI Capital Management	12,458	$97.9K	0.00%
PFG Investments, LLC	12,130	$95.3K	0.01%
Beacon Pointe Advisors, LLC	11,859	$93.2K	0.00%
Powell Investment Advisors, LLC	11,627	$91.4K	0.04%
Ameriflex Group, Inc.	11,459	$91.2K	0.04%
Susquehanna International Group, LLP	11,042	$86.8K	0.00%
Elm3 Financial Group, LLC	10,910	$85.8K	0.07%
Thurston, Springer, Miller, Herd & Titak, Inc.	10,073	$79.2K	0.02%
Elequin Capital LP	9,238	$72.6K	0.01%
WPG Advisers, LLC	6,274	$49.3K	0.05%
Washington Trust Advisors, Inc.	2,600	$20.4K	0.00%
Noble Wealth Management PBC	2,500	$19.6K	0.01%
Jones Financial Companies LLLP	2,167	$17.0K	0.00%
Hantz Financial Services, Inc.	1,977	$16.0K	0.00%
Van Hulzen Asset Management, LLC	1,920	$15.1K	0.00%
Birchbrook, Inc.	1,000	$7.86K	0.00%
SWAN Capital LLC	995	$7.82K	0.00%
Wingate Wealth Advisors, Inc.	880	$6.92K	0.01%
Richards, Merrill & Peterson, Inc.	700	$5.50K	0.00%
Medallion Wealth Advisors, LLC	667	$5.24K	0.00%
ORG Partners LLC	247	$1.94K	0.00%
Investment Counsel Co of Nevada	135	$1.06K	0.00%

Sold out (39)

Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of JPC in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Thomas J. Herzfeld Advisors, Inc.	563,822	$4.55M
Rareview Capital LLC	289,928	$2.34M
Jane Street Group, LLC	243,162	$1.96M
Prevail Innovative Wealth Advisors, LLC	238,150	$1.92M
CNH Partners LLC	103,913	$838.6K
Cary Street Partner Investment Advisory LLC	92,904	$749.7K
Diversify Advisory Services, LLC	73,000	$591.3K
Wela Strategies, Inc.	59,040	$476.5K
XTX Topco Ltd	48,226	$389.2K
49 Wealth Management, LLC	46,409	$374.5K
GTS Securities LLC	41,637	$336.0K
NWF Advisory Services Inc.	29,150	$235.2K
Virtu Financial LLC	29,153	$235.0K
Calamos Advisors LLC	29,024	$234.2K
Merit Financial Group, LLC	27,646	$223.1K
DRW Securities, LLC	21,800	$175.9K
Royal Fund Management, LLC	16,550	$133.6K
Pinnacle Wealth Planning Services, Inc.	15,433	$124.5K
Benjamin Edwards Inc	14,456	$116.7K
Equitable Holdings, Inc.	14,389	$116.1K
Meridian Investment Counsel Inc.	13,850	$111.8K
Sequoia Financial Advisors, LLC	13,071	$105.5K
Two Sigma Securities, LLC	12,996	$104.9K
Gerber Kawasaki Wealth & Investment Management	12,840	$103.6K
Occidental Asset Management, LLC	12,524	$101.1K
Northern Trust Corp	11,867	$95.8K
Sonora Investment Management Group, LLC	10,000	$80.7K
Gilliland Jeter Wealth Management LLC	7,930	$64.0K
Ashton Thomas Securities, LLC	5,053	$40.8K
Bartlett & Co. Wealth Management LLC	3,419	$27.8K
Jaffetilchin Investment Partners, LLC	3,057	$24.7K
FNY Investment Advisers, LLC	3,000	$24.0K
Clear Street Markets LLC	2,599	$21.0K
Householder Group Estate & Retirement Specialist, LLC	2,386	$19.0K
Hilltop National Bank	1,977	$16.0K
Planned Solutions, Inc.	1,545	$12.5K
CBIZ Investment Advisory Services, LLC	87	$702
Tower Research Capital LLC (TRC)	26	$210
Northwest Financial Advisors	24	$190

Not filed for Q4 2024 yet (5)

Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPC in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Raymond James & Associates	2,562,498	$20.7M
Raymond James Financial Services Advisors, Inc.	666,648	$5.38M
All Season Financial Advisors, Inc.	80,239	$647.5K
Raymond James Trust N.A.	31,951	$257.8K
FinTrust Capital Advisors, LLC	1,342	$10.8K