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