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 |
|---|---|---|---|---|---|
| Goldman Sachs Group Inc | 14,000 | $110.0K | 0.00% | −41,500−74.8% | Reduced |
| Millennium Management LLC | 14,007 | $110.1K | 0.00% | −108,429−88.6% | Reduced |
| SageView Advisory Group, LLC | 14,147 | $111.2K | 0.00% | +14,147 | New |
| Beacon Capital Management, LLC | 14,476 | $113.8K | 0.01% | +1,254+9.5% | Added |
| TCFG Wealth Management, LLC | 14,525 | $114.2K | 0.06% | 00.0% | Unchanged |
| Morling Financial Advisors, LLC | 14,674 | $115.3K | 0.04% | +474+3.3% | Added |
| Gill Capital Partners, LLC | 14,747 | $115.9K | 0.04% | 00.0% | Unchanged |
| CWM, LLC | 14,739 | $116.0K | 0.00% | +3,889+35.8% | Added |
| Beacon Financial Group | 14,766 | $116.1K | 0.01% | +421+2.9% | Added |
| Change Path, LLC | 14,834 | $116.6K | 0.00% | +3,717+33.4% | Added |
| Bragg Financial Advisors, Inc | 14,955 | $117.5K | 0.00% | +14,955 | New |
| Mission Hills Financial Advisory, LLC | 14,985 | $117.8K | 0.09% | +500+3.5% | Added |
| Smith Chas P & Associates Pa Cpas | 15,000 | $117.9K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 15,115 | $118.8K | 0.00% | −9,888−39.5% | Reduced |
| Argentarii, LLC | 15,157 | $119.1K | 0.06% | +15,157 | New |
| Financial Advocates Investment Management | 15,185 | $119.4K | 0.01% | +34+0.2% | Added |
| Post Resch Tallon Group Inc. | 15,297 | $122.4K | 0.12% | +15,297 | New |
| Schechter Investment Advisors, LLC | 15,593 | $122.6K | 0.01% | 00.0% | Unchanged |
| HTLF Bank | 15,683 | $123.3K | 0.01% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 15,726 | $123.6K | 0.03% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 15,899 | $125.0K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 15,988 | $125.7K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 16,125 | $126.7K | 0.00% | +429+2.7% | Added |
| MKT Advisors LLC | 16,061 | $126.9K | 0.06% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 16,546 | $130.1K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 16,645 | $130.8K | 0.01% | 00.0% | Unchanged |
| Kingstone Capital Partners Texas, LLC | 16,888 | $133.0K | 0.11% | +16,888 | New |
| Parsons Capital Management Inc | 17,377 | $136.6K | 0.01% | −2,620−13.1% | Reduced |
| Logan Stone Capital, LLC | 17,471 | $137.3K | 0.05% | +17,471 | New |
| Summit Trail Advisors, LLC | 17,547 | $137.9K | 0.01% | +869+5.2% | Added |
| CI Private Wealth, LLC | 17,587 | $138.2K | 0.00% | +1,883+12.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 17,802 | $139.9K | 0.00% | +17,802 | New |
| Concorde Asset Management, LLC | 18,351 | $144.2K | 0.08% | −1,400−7.1% | Reduced |
| The PNC Financial Services Group, Inc. | 18,566 | $145.9K | 0.00% | +17,412+1,508.8% | Added |
| D.A. Davidson & Co. | 18,890 | $148.5K | 0.00% | +2,632+16.2% | Added |
| Bank of New York Mellon Corp | 19,000 | $149.3K | 0.00% | −9,171−32.6% | Reduced |
| Waterfront Wealth Inc. | 19,772 | $155.4K | 0.04% | 00.0% | Unchanged |
| TSFG, LLC | 20,222 | $159.0K | 0.03% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 20,881 | $164.1K | 0.03% | +10,105+93.8% | Added |
| Sage Capital Management, LLC | 21,000 | $165.1K | 0.08% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 20,606 | $165.5K | 0.07% | +349+1.7% | Added |
| Ausdal Financial Partners, Inc. | 21,164 | $166.3K | 0.01% | +1,084+5.4% | Added |
| LexAurum Advisors, LLC | 21,372 | $168.0K | 0.03% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 21,424 | $168.4K | 0.01% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 21,511 | $169.1K | 0.01% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 21,782 | $171.2K | 0.05% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 21,880 | $172.0K | 0.00% | +9,653+78.9% | Added |
| International Private Wealth Advisors LLC | 22,243 | $174.8K | 0.17% | +671+3.1% | Added |
| Creative Planning | 23,105 | $181.6K | 0.00% | +6,525+39.4% | Added |
| Berger Financial Group, Inc | 23,167 | $182.1K | 0.01% | −350−1.5% | Reduced |
| Western Wealth Management, LLC | 23,434 | $184.2K | 0.01% | −2,174−8.5% | Reduced |
| Snowden Capital Advisors LLC | 23,732 | $186.5K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 23,922 | $188.0K | 0.06% | +10,520+78.5% | Added |
| Catalina Capital Group, LLC | 24,437 | $192.1K | 0.06% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 24,529 | $192.8K | 0.00% | +10,400+73.6% | Added |
| Fifth Third Bancorp | 24,562 | $193.1K | 0.00% | +766+3.2% | Added |
| Keybank National Association | 24,921 | $195.9K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 25,026 | $196.0K | 0.00% | +25,026 | New |
| Fortitude Advisory Group L.L.C. | 25,220 | $198.2K | 0.12% | 00.0% | Unchanged |
| Uptown Financial Advisors LLC | 25,300 | $198.9K | 0.21% | +25,300 | New |
| Penbrook Management LLC | 25,710 | $202.1K | 0.14% | −7,911−23.5% | Reduced |
| Private Advisory Group LLC | 26,690 | $209.8K | 0.02% | +26,690 | New |
| J. L. Bainbridge & Co., Inc. | 26,852 | $211.1K | 0.02% | +2,777+11.5% | Added |
| MML Investors Services, LLC | 26,928 | $212.0K | 0.00% | +10,139+60.4% | Added |
| Caldwell Sutter Capital, Inc. | 27,144 | $213.4K | 0.10% | 00.0% | Unchanged |
| Citadel Advisors LLC | 27,180 | $213.6K | 0.00% | +16,061+144.4% | Added |
| Duncker Streett & Co Inc | 27,439 | $215.7K | 0.04% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 27,501 | $216.2K | 0.01% | +1,248+4.8% | Added |
| Horizon Kinetics Asset Management LLC | 28,538 | $224.3K | 0.00% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 28,477 | $227.2K | 0.03% | +28,477 | New |
| Advisor OS, LLC | 29,299 | $230.3K | 0.03% | +160+0.5% | Added |
| Whittier Trust Co | 29,658 | $233.1K | 0.00% | −5,129−14.7% | Reduced |
| Transcend Wealth Collective, LLC | 29,807 | $234.3K | 0.02% | −15,703−34.5% | Reduced |
| Private Trust Co NA | 31,169 | $245.0K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 33,117 | $260.0K | 0.00% | −7,807−19.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 33,285 | $261.6K | 0.04% | +110.0% | Added |
| Pathstone Holdings, LLC | 34,020 | $262.6K | 0.00% | +8,760+34.7% | Added |
| Prairie Wealth Advisors, Inc. | 33,768 | $265.4K | 0.13% | +500+1.5% | Added |
| Mercer Global Advisors Inc | 34,028 | $267.5K | 0.00% | −29,890−46.8% | Reduced |
| Burney Co | 34,854 | $274.0K | 0.01% | −6,421−15.6% | Reduced |
| StoneX Group Inc. | 34,999 | $275.1K | 0.02% | +2,060+6.3% | Added |
| James Investment Research Inc | 36,500 | $286.9K | 0.03% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 37,846 | $297.5K | 0.04% | +37,846 | New |
| Wetherby Asset Management Inc | 38,073 | $299.3K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 40,081 | $315.0K | 0.02% | +40,081 | New |
| Rockefeller Capital Management L.P. | 40,218 | $316.1K | 0.00% | +12,359+44.4% | Added |
| Oppenheimer & Co Inc | 40,526 | $318.5K | 0.00% | −6,832−14.4% | Reduced |
| TCG Advisory Services, LLC | 40,906 | $321.5K | 0.01% | −1,282−3.0% | Reduced |
| Prospera Financial Services Inc | 42,204 | $331.7K | 0.01% | −2,713−6.0% | Reduced |
| RSM US Wealth Management LLC | 43,127 | $340.6K | 0.00% | −76,741−64.0% | Reduced |
| Operose Advisors LLC | 44,465 | $349.5K | 0.12% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 44,483 | $349.6K | 0.33% | +44,483 | New |
| Investmark Advisory Group LLC | 44,497 | $349.8K | 0.17% | −58−0.1% | Reduced |
| Investors Asset Management of Georgia Inc | 45,250 | $355.7K | 0.17% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 47,237 | $371.3K | 0.00% | +17,845+60.7% | Added |
| Carson Advisory Inc. | 47,433 | $372.8K | 0.26% | −8,205−14.7% | Reduced |
| One Wealth Capital Management, LLC | 47,965 | $377.0K | 0.19% | +47,965 | New |
| Tectonic Advisors LLC | 50,000 | $393.0K | 0.03% | +50,000 | New |
| Ameritas Advisory Services, LLC | 50,176 | $394.4K | 0.01% | +3,124+6.6% | Added |
| Sage Capital Advisors,llc | 50,629 | $397.9K | 0.10% | −4,198−7.7% | Reduced |