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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 50,703 | $398.5K | 0.00% | +9,714+23.7% | Added |
| Independent Financial Group, LLC | 50,810 | $399.4K | 0.01% | +6,067+13.6% | Added |
| Harbour Investments, Inc. | 51,076 | $401.5K | 0.01% | +125+0.2% | Added |
| Independent Advisor Alliance | 51,348 | $403.6K | 0.01% | +51,348 | New |
| Live Oak Private Wealth LLC | 51,460 | $404.5K | 0.07% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 51,928 | $408.2K | 0.00% | −5,460−9.5% | Reduced |
| Gridiron Partners, LLC | 52,969 | $416.3K | 0.26% | 00.0% | Unchanged |
| Aristides Capital LLC | 53,250 | $418.5K | 0.13% | +53,250 | New |
| Ballentine Partners, LLC | 53,693 | $422.0K | 0.01% | +53,693 | New |
| TownSquare Capital, LLC | 53,893 | $423.6K | 0.00% | +91+0.2% | Added |
| International Assets Investment Management, LLC | 54,014 | $432.1K | 0.04% | −338,395−86.2% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $434.4K | 0.16% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 58,285 | $458.1K | 0.00% | +34,384+143.9% | Added |
| Mosaic Family Wealth Partners, LLC | 58,444 | $459.4K | 0.07% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 58,678 | $461.2K | 0.01% | +15,474+35.8% | Added |
| Axxcess Wealth Management, LLC | 59,935 | $471.1K | 0.01% | +59,935 | New |
| Kingswood Wealth Advisors, LLC | 60,391 | $474.7K | 0.04% | +24,872+70.0% | Added |
| Comerica Bank | 61,343 | $482.2K | 0.00% | −22,847−27.1% | Reduced |
| Stolper Co | 65,889 | $518.0K | 0.17% | −1,330−2.0% | Reduced |
| Spire Wealth Management | 66,903 | $525.9K | 0.02% | +1,956+3.0% | Added |
| National Asset Management, Inc. | 67,050 | $527.0K | 0.02% | −18,064−21.2% | Reduced |
| Centurion Wealth Management LLC | 69,378 | $545.3K | 0.17% | +11,143+19.1% | Added |
| Anchor Capital Management Group Inc | 70,000 | $550.2K | 0.20% | +70,000 | New |
| RVW Wealth, LLC | 70,922 | $557.4K | 0.05% | +12,422+21.2% | Added |
| Principal Securities, Inc. | 71,141 | $559.2K | 0.01% | −3,559−4.8% | Reduced |
| Wedbush Securities Inc | 72,874 | $573.0K | 0.02% | −1,813−2.4% | Reduced |
| Level Four Advisory Services, LLC | 73,423 | $577.1K | 0.02% | −5,315−6.8% | Reduced |
| Diversify Wealth Management, LLC | 73,000 | $581.1K | 0.05% | +73,000 | New |
| Atria Wealth Solutions, Inc. | 76,473 | $601.1K | 0.01% | −7,670−9.1% | Reduced |
| Accel Wealth Management | 77,578 | $609.8K | 0.23% | −3,068−3.8% | Reduced |
| Marino, Stram & Associates LLC | 79,161 | $622.2K | 0.14% | 00.0% | Unchanged |
| Triumph Capital Management | 81,578 | $641.2K | 0.22% | +1,367+1.7% | Added |
| Bramshill Investments, LLC | 82,441 | $648.0K | 0.10% | +1,350+1.7% | Added |
| Wealthcare Advisory Partners LLC | 82,573 | $649.0K | 0.02% | −6,126−6.9% | Reduced |
| Mariner, LLC | 87,577 | $688.4K | 0.00% | −15,840−15.3% | Reduced |
| Benchmark Investment Advisors LLC | 88,000 | $691.7K | 0.45% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 90,600 | $712.1K | 0.19% | +340.0% | Added |
| E&G Advisors, LP | 93,650 | $734.7K | 0.20% | −14,200−13.2% | Reduced |
| Melfa Wealth Management, LLC | 99,767 | $784.2K | 0.52% | −1,350−1.3% | Reduced |
| Palogic Value Management, L.P. | 101,305 | $796.3K | 0.32% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 103,559 | $814.0K | 0.03% | +103,559 | New |
| Samalin Investment Counsel, LLC | 106,191 | $834.7K | 0.36% | +4,830+4.8% | Added |
| Advisory Services Network, LLC | 125,336 | $985.1K | 0.02% | +74,831+148.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 130,838 | $1.05M | 0.01% | +57,523+78.5% | Added |
| Private Advisor Group, LLC | 146,674 | $1.15M | 0.01% | −9,361−6.0% | Reduced |
| Kestra Advisory Services, LLC | 155,302 | $1.22M | 0.01% | +38,367+32.8% | Added |
| Geneos Wealth Management Inc. | 171,316 | $1.35M | 0.05% | +4,078+2.4% | Added |
| Thrivent Financial for Lutherans | 171,712 | $1.35M | 0.00% | −11,700−6.4% | Reduced |
| HighTower Advisors, LLC | 198,911 | $1.56M | 0.00% | +78,521+65.2% | Added |
| Wealth Advisory Solutions, LLC | 200,593 | $1.58M | 0.44% | +169,820+551.8% | Added |
| MSH Capital Advisors LLC | 200,704 | $1.58M | 0.50% | −3,800−1.9% | Reduced |
| Sanctuary Advisors, LLC | 222,582 | $1.77M | 0.01% | +12,348+5.9% | Added |
| CoreCap Advisors, LLC | 239,134 | $1.88M | 0.09% | +5,062+2.2% | Added |
| GWM Advisors LLC | 256,971 | $2.02M | 0.01% | −5,099−1.9% | Reduced |
| Davenport & Co LLC | 262,100 | $2.06M | 0.01% | −5,370−2.0% | Reduced |
| Fiera Capital Corp | 275,879 | $2.17M | 0.01% | −8,662−3.0% | Reduced |
| First Trust Advisors LP | 280,632 | $2.21M | 0.00% | +4,838+1.8% | Added |
| Prelude Capital Management, LLC | 300,000 | $2.36M | 0.20% | +300,000 | New |
| Sowell Financial Services LLC | 313,912 | $2.47M | 0.13% | +3,534+1.1% | Added |
| Ibex Wealth Advisors | 326,705 | $2.57M | 0.30% | +326,705 | New |
| Truist Financial Corp | 326,913 | $2.57M | 0.00% | −3,982−1.2% | Reduced |
| Chicago Partners Investment Group LLC | 321,537 | $2.57M | 0.09% | +4,200+1.3% | Added |
| Envestnet Asset Management Inc | 333,734 | $2.62M | 0.00% | −289,079−46.4% | Reduced |
| Baird Financial Group, Inc. | 351,192 | $2.76M | 0.01% | −133,397−27.5% | Reduced |
| Smith Asset Management Co., LLC | 360,091 | $2.83M | 2.76% | +360,091 | New |
| Capital Investment Advisors, LLC | 366,653 | $2.88M | 0.06% | −702,643−65.7% | Reduced |
| Campbell Capital Management Inc | 384,993 | $3.03M | 1.18% | −8,274−2.1% | Reduced |
| Lido Advisors, LLC | 401,233 | $3.15M | 0.02% | +4,272+1.1% | Added |
| Fca Corp | 436,615 | $3.43M | 1.07% | +213,249+95.5% | Added |
| Protective Life Corp | 440,000 | $3.46M | 100.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 446,237 | $3.51M | 0.01% | −8,085−1.8% | Reduced |
| Cetera Investment Advisers | 452,375 | $3.56M | 0.01% | +30,140+7.1% | Added |
| Thoma Capital Management LLC | 467,245 | $3.67M | 2.52% | +467,245 | New |
| Rothschild Investment LLC | 503,105 | $3.95M | 0.26% | −10,937−2.1% | Reduced |
| Stratos Wealth Partners, LTD. | 521,997 | $4.10M | 0.06% | −8,066−1.5% | Reduced |
| Ameriprise Financial Inc | 523,923 | $4.12M | 0.00% | −20,759−3.8% | Reduced |
| Moors & Cabot, Inc. | 559,341 | $4.40M | 0.21% | +17,496+3.2% | Added |
| Cerity Partners LLC | 571,685 | $4.49M | 0.01% | +56,142+10.9% | Added |
| Stifel Financial Corp | 588,217 | $4.62M | 0.00% | +33,326+6.0% | Added |
| Janney Montgomery Scott LLC | 645,118 | $5.07M | 0.01% | +34,076+5.6% | Added |
| Penserra Capital Management LLC | 665,815 | $5.23M | 0.10% | +44,846+7.2% | Added |
| Royal Bank of Canada | 777,149 | $6.11M | 0.00% | +25,801+3.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 789,682 | $6.21M | 0.28% | −128,474−14.0% | Reduced |
| Advisor Group Holdings, Inc. | 812,137 | $6.38M | 0.01% | +97,584+13.7% | Added |
| Captrust Financial Advisors | 903,982 | $7.11M | 0.02% | +59,035+7.0% | Added |
| Greatmark Investment Partners, Inc. | 994,010 | $7.81M | 1.06% | −28,232−2.8% | Reduced |
| Cohen & Steers, Inc. | 995,741 | $7.83M | 0.01% | −370,000−27.1% | Reduced |
| Advisors Asset Management, Inc. | 1,063,526 | $8.36M | 0.15% | +206,491+24.1% | Added |
| Guggenheim Capital LLC | 1,286,715 | $10.1M | 0.08% | +271,400+26.7% | Added |
| Commonwealth Equity Services, LLC | 2,265,127 | $17.8M | 0.03% | +71,343+3.3% | Added |
| Invesco Ltd. | 2,914,139 | $22.9M | 0.00% | −297,393−9.3% | Reduced |
| Raymond James Financial Inc | 3,292,438 | $25.9M | 0.01% | +3,292,438 | New |
| Wells Fargo & Company | 3,345,453 | $26.3M | 0.01% | −115,862−3.3% | Reduced |
| LPL Financial LLC | 3,421,081 | $26.9M | 0.01% | +6,012+0.2% | Added |
| Bank of America Corp | 3,796,422 | $29.8M | 0.00% | +597,716+18.7% | Added |
| UBS Group AG | 4,213,105 | $33.1M | 0.01% | +202,793+5.1% | Added |
| Sit Investment Associates Inc | 4,747,959 | $37.3M | 0.85% | −481,571−9.2% | Reduced |
| Morgan Stanley | 7,656,478 | $60.2M | 0.00% | −1,720,451−18.3% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −563,822−100.0% | Sold out |
| Rareview Capital LLC | 0 | $0 | 0.00% | −289,928−100.0% | Sold out |