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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| BlackRock, Inc. | 1 | $6 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $8 | 0.00% | −2−66.7% | Reduced |
| NBC Securities, Inc. | 8 | $64 | 0.01% | −8,210−99.9% | Reduced |
| Gleason Group, Inc. | 22 | $175 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 66 | $519 | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 135 | $1.06K | 0.00% | +135 | New |
| Global Retirement Partners, LLC | 185 | $1.45K | 0.00% | +4+2.2% | Added |
| Montag A & Associates Inc | 219 | $1.72K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 247 | $1.94K | 0.00% | +247 | New |
| AlphaMark Advisors, LLC | 314 | $2.00K | 0.00% | +10+3.3% | Added |
| Wolff Wiese Magana LLC | 350 | $2.75K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 359 | $2.82K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 427 | $3.35K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 461 | $3.62K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 551 | $4.33K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 612 | $4.81K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 630 | $4.95K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 667 | $5.24K | 0.00% | +667 | New |
| Richards, Merrill & Peterson, Inc. | 700 | $5.50K | 0.00% | +700 | New |
| Provenance Wealth Advisors, LLC | 717 | $5.64K | 0.00% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 880 | $6.92K | 0.01% | +880 | New |
| Gen-Wealth Partners Inc | 929 | $7.30K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 995 | $7.82K | 0.00% | +995 | New |
| Birchbrook, Inc. | 1,000 | $7.86K | 0.00% | +1,000 | New |
| American National Bank | 1,003 | $7.88K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 1,056 | $8.30K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,105 | $8.73K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,229 | $9.66K | 0.00% | −300−19.6% | Reduced |
| Caldwell Trust Co | 1,266 | $9.95K | 0.00% | −642−33.6% | Reduced |
| Citizens National Bank Trust Department | 1,400 | $11.0K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 1,406 | $11.1K | 0.01% | −3,302−70.1% | Reduced |
| City Holding Co | 1,435 | $11.3K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,459 | $11.5K | 0.00% | +36+2.5% | Added |
| Main Street Group, LTD | 1,681 | $13.2K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1,920 | $15.1K | 0.00% | +1,920 | New |
| Game Plan Financial Advisors, LLC | 1,977 | $15.6K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 2,028 | $15.9K | 0.00% | +5+0.2% | Added |
| Hantz Financial Services, Inc. | 1,977 | $16.0K | 0.00% | +1,977 | New |
| Jones Financial Companies LLLP | 2,167 | $17.0K | 0.00% | +2,167 | New |
| Oliver Lagore Vanvalin Investment Group | 2,174 | $17.1K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2,284 | $18.0K | 0.00% | +74+3.3% | Added |
| Ronald Blue Trust, Inc. | 2,398 | $18.8K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 2,500 | $19.6K | 0.01% | +2,500 | New |
| Washington Trust Advisors, Inc. | 2,600 | $20.4K | 0.00% | +2,600 | New |
| Farther Finance Advisors, LLC | 2,650 | $20.8K | 0.00% | +10.0% | Added |
| Hexagon Capital Partners LLC | 3,385 | $26.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,900 | $30.7K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 4,440 | $34.9K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 4,547 | $37.0K | 0.02% | −1,329−22.6% | Reduced |
| Allworth Financial LP | 4,714 | $37.4K | 0.00% | +3,726+377.1% | Added |
| Whittier Trust Co of Nevada Inc | 4,943 | $38.9K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 6,274 | $49.3K | 0.05% | +6,274 | New |
| CoreFirst Bank & Trust | 7,699 | $60.5K | 0.04% | 00.0% | Unchanged |
| Proequities, Inc. | 8,901 | $71.3K | 0.00% | −4,000−31.0% | Reduced |
| Elequin Capital LP | 9,238 | $72.6K | 0.01% | +9,238 | New |
| Central Trust Co | 9,866 | $77.5K | 0.00% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 10,000 | $78.6K | 0.05% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10,000 | $78.6K | 0.06% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 10,000 | $78.6K | 0.01% | 00.0% | Unchanged |
| Abel Hall, LLC | 10,000 | $78.6K | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,073 | $79.2K | 0.02% | +10,073 | New |
| CIBC Private Wealth Group, LLC | 9,968 | $79.7K | 0.00% | −1,574−13.6% | Reduced |
| PSI Advisors, LLC | 10,258 | $80.6K | 0.02% | −5,858−36.3% | Reduced |
| Certified Advisory Corp | 10,518 | $82.7K | 0.01% | +252+2.5% | Added |
| Anchor Investment Management, LLC | 10,658 | $83.8K | 0.01% | +57+0.5% | Added |
| Blue Barn Wealth, LLC | 10,840 | $85.2K | 0.04% | 00.0% | Unchanged |
| Elm3 Financial Group, LLC | 10,910 | $85.8K | 0.07% | +10,910 | New |
| Susquehanna International Group, LLP | 11,042 | $86.8K | 0.00% | +11,042 | New |
| LifeSteps Financial, Inc. | 11,520 | $90.5K | 0.07% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 11,459 | $91.2K | 0.04% | +11,459 | New |
| Powell Investment Advisors, LLC | 11,627 | $91.4K | 0.04% | +11,627 | New |
| Green Square Capital Advisors LLC | 11,653 | $91.6K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 11,774 | $92.5K | 0.03% | +113+1.0% | Added |
| Kovack Advisors, Inc. | 11,843 | $93.1K | 0.01% | −3,966−25.1% | Reduced |
| Beacon Pointe Advisors, LLC | 11,859 | $93.2K | 0.00% | +11,859 | New |
| Second Line Capital, LLC | 11,948 | $93.9K | 0.03% | −4,944−29.3% | Reduced |
| Aptus Capital Advisors, LLC | 11,948 | $93.9K | 0.00% | −4,944−29.3% | Reduced |
| PFG Investments, LLC | 12,130 | $95.3K | 0.01% | +12,130 | New |
| Coastline Trust Co | 12,143 | $95.4K | 0.01% | +2,000+19.7% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,000 | $96.5K | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 12,302 | $97.3K | 0.00% | +460+3.9% | Added |
| MAI Capital Management | 12,458 | $97.9K | 0.00% | +12,458 | New |
| We Are One Seven, LLC | 12,469 | $98.0K | 0.00% | −3,504−21.9% | Reduced |
| Titleist Asset Management, LLC | 12,490 | $98.2K | 0.01% | −3,000−19.4% | Reduced |
| Freestate Advisors LLC | 12,494 | $98.2K | 0.10% | +12,494 | New |
| Sigma Planning Corp | 12,537 | $98.5K | 0.00% | +102+0.8% | Added |
| SFE Investment Counsel | 12,816 | $100.7K | 0.02% | +12,816 | New |
| Shufro Rose & Co LLC | 12,841 | $100.9K | 0.01% | −20,532−61.5% | Reduced |
| Smith Shellnut Wilson LLC | 12,855 | $101.0K | 0.04% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 13,069 | $102.7K | 0.02% | −1,137−8.0% | Reduced |
| AE Wealth Management LLC | 13,072 | $102.7K | 0.00% | +13,072 | New |
| Beacon Financial Advisory LLC | 13,198 | $103.7K | 0.03% | +2,007+17.9% | Added |
| US Bancorp | 13,330 | $104.8K | 0.00% | +1,631+13.9% | Added |
| Hollencrest Capital Management | 13,362 | $105.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 13,369 | $105.1K | 0.01% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 13,433 | $105.6K | 0.02% | −3,800−22.1% | Reduced |
| Valley Brook Capital Group | 13,489 | $106.0K | 0.08% | 00.0% | Unchanged |
| VeraBank, N.A. | 13,658 | $107.4K | 0.03% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 13,965 | $109.8K | 0.04% | −43,035−75.5% | Reduced |