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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.

Institutional holdersQ4 2024: 298 institutions
Q1 2021: 127 institutionsQ2 2021: 126 institutionsQ3 2021: 127 institutionsQ4 2021: 141 institutionsQ1 2022: 139 institutionsQ2 2022: 141 institutionsQ3 2022: 134 institutionsQ4 2022: 138 institutionsQ1 2023: 135 institutionsQ2 2023: 129 institutionsQ3 2023: 140 institutionsQ4 2023: 298 institutionsQ1 2024: 286 institutionsQ2 2024: 281 institutionsQ3 2024: 289 institutionsQ4 2024: 298 institutionsQ1 2025: 284 institutionsQ2 2025: 289 institutionsQ3 2025: 314 institutionsQ4 2025: 330 institutionsQ1 2026: 326 institutionsQ2 2026: 334 institutions
Value heldQ4 2024: $495.9M
Q1 2021: $192.6MQ2 2021: $207.7MQ3 2021: $202.9MQ4 2021: $225.0MQ1 2022: $196.4MQ2 2022: $146.6MQ3 2022: $149.2MQ4 2022: $155.0MQ1 2023: $138.2MQ2 2023: $132.3MQ3 2023: $140.6MQ4 2023: $568.1MQ1 2024: $580.6MQ2 2024: $580.2MQ3 2024: $523.6MQ4 2024: $495.9MQ1 2025: $487.4MQ2 2025: $472.2MQ3 2025: $540.7MQ4 2025: $529.6MQ1 2026: $490.7MQ2 2026: $519.3M
Institutions holding JPC and their total value by quarter
QuarterHoldersValue
Q2 2026334$519.3M
Q1 2026326$490.7M
Q4 2025330$529.6M
Q3 2025314$540.7M
Q2 2025289$472.2M
Q1 2025284$487.4M
Q4 2024298$495.9M
Q3 2024289$523.6M
Q2 2024281$580.2M
Q1 2024286$580.6M
Q4 2023298$568.1M
Q3 2023140$140.6M
Q2 2023129$132.3M
Q1 2023135$138.2M
Q4 2022138$155.0M
Q3 2022134$149.2M
Q2 2022141$146.6M
Q1 2022139$196.4M
Q4 2021141$225.0M
Q3 2021127$202.9M
Q2 2021126$207.7M
Q1 2021127$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.

Institutions holding JPC in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Tectonic Advisors LLC50,000$393.0K0.03%+50,000New
One Wealth Capital Management, LLC47,965$377.0K0.19%+47,965New
Carson Advisory Inc.47,433$372.8K0.26%−8,205−14.7%Reduced
Steward Partners Investment Advisory, LLC47,237$371.3K0.00%+17,845+60.7%Added
Investors Asset Management of Georgia Inc45,250$355.7K0.17%00.0%Unchanged
Investmark Advisory Group LLC44,497$349.8K0.17%−58−0.1%Reduced
Northstar Financial Companies, Inc.44,483$349.6K0.33%+44,483New
Operose Advisors LLC44,465$349.5K0.12%00.0%Unchanged
RSM US Wealth Management LLC43,127$340.6K0.00%−76,741−64.0%Reduced
Prospera Financial Services Inc42,204$331.7K0.01%−2,713−6.0%Reduced
TCG Advisory Services, LLC40,906$321.5K0.01%−1,282−3.0%Reduced
Oppenheimer & Co Inc40,526$318.5K0.00%−6,832−14.4%Reduced
Rockefeller Capital Management L.P.40,218$316.1K0.00%+12,359+44.4%Added
IFG Advisory, LLC40,081$315.0K0.02%+40,081New
Wetherby Asset Management Inc38,073$299.3K0.01%00.0%Unchanged
Parr McKnight Wealth Management Group, LLC37,846$297.5K0.04%+37,846New
James Investment Research Inc36,500$286.9K0.03%00.0%Unchanged
StoneX Group Inc.34,999$275.1K0.02%+2,060+6.3%Added
Burney Co34,854$274.0K0.01%−6,421−15.6%Reduced
Mercer Global Advisors Inc34,028$267.5K0.00%−29,890−46.8%Reduced
Prairie Wealth Advisors, Inc.33,768$265.4K0.13%+500+1.5%Added
Pathstone Holdings, LLC34,020$262.6K0.00%+8,760+34.7%Added
Patriot Financial Group Insurance Agency, LLC33,285$261.6K0.04%+110.0%Added
Park Avenue Securities LLC33,117$260.0K0.00%−7,807−19.1%Reduced
Private Trust Co NA31,169$245.0K0.03%00.0%Unchanged
Transcend Wealth Collective, LLC29,807$234.3K0.02%−15,703−34.5%Reduced
Whittier Trust Co29,658$233.1K0.00%−5,129−14.7%Reduced
Advisor OS, LLC29,299$230.3K0.03%+160+0.5%Added
Vivaldi Capital Management, LLC28,477$227.2K0.03%+28,477New
Horizon Kinetics Asset Management LLC28,538$224.3K0.00%00.0%Unchanged
Concurrent Investment Advisors, LLC27,501$216.2K0.01%+1,248+4.8%Added
Duncker Streett & Co Inc27,439$215.7K0.04%00.0%Unchanged
Citadel Advisors LLC27,180$213.6K0.00%+16,061+144.4%Added
Caldwell Sutter Capital, Inc.27,144$213.4K0.10%00.0%Unchanged
MML Investors Services, LLC26,928$212.0K0.00%+10,139+60.4%Added
J. L. Bainbridge & Co., Inc.26,852$211.1K0.02%+2,777+11.5%Added
Private Advisory Group LLC26,690$209.8K0.02%+26,690New
Penbrook Management LLC25,710$202.1K0.14%−7,911−23.5%Reduced
Uptown Financial Advisors LLC25,300$198.9K0.21%+25,300New
Fortitude Advisory Group L.L.C.25,220$198.2K0.12%00.0%Unchanged
HRT Financial LP25,026$196.0K0.00%+25,026New
Keybank National Association24,921$195.9K0.00%00.0%Unchanged
Fifth Third Bancorp24,562$193.1K0.00%+766+3.2%Added
Integrated Wealth Concepts LLC24,529$192.8K0.00%+10,400+73.6%Added
Catalina Capital Group, LLC24,437$192.1K0.06%00.0%Unchanged
Glass Jacobson Investment Advisors llc23,922$188.0K0.06%+10,520+78.5%Added
Snowden Capital Advisors LLC23,732$186.5K0.01%00.0%Unchanged
Western Wealth Management, LLC23,434$184.2K0.01%−2,174−8.5%Reduced
Berger Financial Group, Inc23,167$182.1K0.01%−350−1.5%Reduced
Creative Planning23,105$181.6K0.00%+6,525+39.4%Added
International Private Wealth Advisors LLC22,243$174.8K0.17%+671+3.1%Added
Apollon Wealth Management, LLC21,880$172.0K0.00%+9,653+78.9%Added
WealthTrust Axiom LLC21,782$171.2K0.05%00.0%Unchanged
Wesbanco Bank Inc21,511$169.1K0.01%00.0%Unchanged
Clifford Swan Investment Counsel LLC21,424$168.4K0.01%00.0%Unchanged
LexAurum Advisors, LLC21,372$168.0K0.03%00.0%Unchanged
Ausdal Financial Partners, Inc.21,164$166.3K0.01%+1,084+5.4%Added
Coastal Investment Advisors, Inc.20,606$165.5K0.07%+349+1.7%Added
Sage Capital Management, LLC21,000$165.1K0.08%00.0%Unchanged
Strategic Financial Concepts, LLC20,881$164.1K0.03%+10,105+93.8%Added
TSFG, LLC20,222$159.0K0.03%00.0%Unchanged
Waterfront Wealth Inc.19,772$155.4K0.04%00.0%Unchanged
Bank of New York Mellon Corp19,000$149.3K0.00%−9,171−32.6%Reduced
D.A. Davidson & Co.18,890$148.5K0.00%+2,632+16.2%Added
The PNC Financial Services Group, Inc.18,566$145.9K0.00%+17,412+1,508.8%Added
Concorde Asset Management, LLC18,351$144.2K0.08%−1,400−7.1%Reduced
U.S. Capital Wealth Advisors, LLC17,802$139.9K0.00%+17,802New
CI Private Wealth, LLC17,587$138.2K0.00%+1,883+12.0%Added
Summit Trail Advisors, LLC17,547$137.9K0.01%+869+5.2%Added
Logan Stone Capital, LLC17,471$137.3K0.05%+17,471New
Parsons Capital Management Inc17,377$136.6K0.01%−2,620−13.1%Reduced
Kingstone Capital Partners Texas, LLC16,888$133.0K0.11%+16,888New
EverSource Wealth Advisors, LLC16,645$130.8K0.01%00.0%Unchanged
Belpointe Asset Management LLC16,546$130.1K0.01%00.0%Unchanged
MKT Advisors LLC16,061$126.9K0.06%00.0%Unchanged
Clearstead Advisors, LLC16,125$126.7K0.00%+429+2.7%Added
Stonegate Investment Group, LLC15,988$125.7K0.00%00.0%Unchanged
Alpha Cubed Investments, LLC15,899$125.0K0.01%00.0%Unchanged
Tyche Wealth Partners LLC15,726$123.6K0.03%00.0%Unchanged
HTLF Bank15,683$123.3K0.01%00.0%Unchanged
Schechter Investment Advisors, LLC15,593$122.6K0.01%00.0%Unchanged
Post Resch Tallon Group Inc.15,297$122.4K0.12%+15,297New
Financial Advocates Investment Management15,185$119.4K0.01%+34+0.2%Added
Argentarii, LLC15,157$119.1K0.06%+15,157New
Ieq Capital, LLC15,115$118.8K0.00%−9,888−39.5%Reduced
Smith Chas P & Associates Pa Cpas15,000$117.9K0.01%00.0%Unchanged
Mission Hills Financial Advisory, LLC14,985$117.8K0.09%+500+3.5%Added
Bragg Financial Advisors, Inc14,955$117.5K0.00%+14,955New
Change Path, LLC14,834$116.6K0.00%+3,717+33.4%Added
Beacon Financial Group14,766$116.1K0.01%+421+2.9%Added
CWM, LLC14,739$116.0K0.00%+3,889+35.8%Added
Gill Capital Partners, LLC14,747$115.9K0.04%00.0%Unchanged
Morling Financial Advisors, LLC14,674$115.3K0.04%+474+3.3%Added
TCFG Wealth Management, LLC14,525$114.2K0.06%00.0%Unchanged
Beacon Capital Management, LLC14,476$113.8K0.01%+1,254+9.5%Added
SageView Advisory Group, LLC14,147$111.2K0.00%+14,147New
Millennium Management LLC14,007$110.1K0.00%−108,429−88.6%Reduced
Goldman Sachs Group Inc14,000$110.0K0.00%−41,500−74.8%Reduced
Shaker Financial Services, LLC13,965$109.8K0.04%−43,035−75.5%Reduced
VeraBank, N.A.13,658$107.4K0.03%00.0%Unchanged