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, Q1 2025
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Mar 31, 2025. 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
- 284
- −8 vs. Q4 2024
- Shares held
- 61.2M
- −1.76M (−2.8%) vs. Q4 2024
- Total value
- $487.4M
- −$7.96M (−1.6%) vs. Q4 2024
- New holders
- 33
- 81 more added
- Sold out
- 41
- 73 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 6,780,783 | $54.0M | 0.00% | −875,695−11.4% | Reduced |
| UBS Group AG | 4,420,477 | $35.2M | 0.01% | +207,372+4.9% | Added |
| Sit Investment Associates Inc | 4,105,995 | $32.7M | 0.77% | −641,964−13.5% | Reduced |
| Bank of America Corp | 4,097,250 | $32.6M | 0.00% | +300,828+7.9% | Added |
| Wells Fargo & Company | 3,562,951 | $28.4M | 0.01% | +217,498+6.5% | Added |
| Raymond James Financial Inc | 3,339,902 | $26.6M | 0.01% | +47,464+1.4% | Added |
| Invesco Ltd. | 2,929,951 | $23.3M | 0.00% | +15,812+0.5% | Added |
| LPL Financial LLC | 2,378,176 | $18.9M | 0.01% | −1,042,905−30.5% | Reduced |
| Commonwealth Equity Services, LLC | 2,284,391 | $18.2M | 0.03% | +19,264+0.9% | Added |
| Guggenheim Capital LLC | 1,451,123 | $11.6M | 0.11% | +164,408+12.8% | Added |
| Advisors Asset Management, Inc. | 1,057,956 | $8.42M | 0.16% | −5,570−0.5% | Reduced |
| Captrust Financial Advisors | 1,003,234 | $7.99M | 0.02% | +99,252+11.0% | Added |
| Greatmark Investment Partners, Inc. | 998,565 | $7.95M | 1.08% | +4,555+0.5% | Added |
| Advisor Group Holdings, Inc. | 965,396 | $7.68M | 0.02% | +153,259+18.9% | Added |
| Cohen & Steers, Inc. | 785,251 | $6.25M | 0.01% | −210,490−21.1% | Reduced |
| Cerity Partners LLC | 782,487 | $6.23M | 0.01% | +210,802+36.9% | Added |
| Royal Bank of Canada | 746,918 | $5.95M | 0.00% | −30,231−3.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 737,390 | $5.87M | 0.26% | −52,292−6.6% | Reduced |
| Penserra Capital Management LLC | 673,102 | $5.36M | 0.10% | +7,287+1.1% | Added |
| Stifel Financial Corp | 629,798 | $5.01M | 0.01% | +41,581+7.1% | Added |
| Janney Montgomery Scott LLC | 541,845 | $4.31M | 0.01% | −103,273−16.0% | Reduced |
| Moors & Cabot, Inc. | 531,623 | $4.23M | 0.21% | −27,718−5.0% | Reduced |
| Ameriprise Financial Inc | 507,885 | $4.04M | 0.00% | −16,038−3.1% | Reduced |
| Stratos Wealth Partners, LTD. | 503,478 | $4.01M | 0.06% | −18,519−3.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 481,711 | $3.83M | 0.01% | +35,474+7.9% | Added |
| Cetera Investment Advisers | 462,470 | $3.68M | 0.01% | +10,095+2.2% | Added |
| Thoma Capital Management LLC | 443,767 | $3.53M | 2.47% | −23,478−5.0% | Reduced |
| Protective Life Corp | 440,000 | $3.50M | 100.00% | 00.0% | Unchanged |
| Fca Corp | 437,513 | $3.48M | 1.11% | +898+0.2% | Added |
| Rothschild Investment LLC | 427,519 | $3.40M | 0.23% | −75,586−15.0% | Reduced |
| Lido Advisors, LLC | 401,233 | $3.22M | 0.02% | 00.0% | Unchanged |
| Campbell Capital Management Inc | 384,993 | $3.06M | 1.79% | 00.0% | Unchanged |
| Smith Asset Management Co., LLC | 357,253 | $2.84M | 2.68% | −2,838−0.8% | Reduced |
| Capital Investment Advisors, LLC | 351,818 | $2.80M | 0.05% | −14,835−4.0% | Reduced |
| Truist Financial Corp | 324,497 | $2.58M | 0.00% | −2,416−0.7% | Reduced |
| Chicago Partners Investment Group LLC | 326,501 | $2.55M | 0.08% | +4,964+1.5% | Added |
| Ibex Wealth Advisors | 312,607 | $2.49M | 0.33% | −14,098−4.3% | Reduced |
| Prelude Capital Management, LLC | 300,000 | $2.39M | 0.24% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 287,384 | $2.29M | 0.00% | −46,350−13.9% | Reduced |
| Fiera Capital Corp | 275,879 | $2.20M | 0.01% | 00.0% | Unchanged |
| First Trust Advisors LP | 274,567 | $2.19M | 0.00% | −6,065−2.2% | Reduced |
| GWM Advisors LLC | 268,179 | $2.13M | 0.01% | +11,208+4.4% | Added |
| Sowell Financial Services LLC | 252,300 | $2.01M | 0.09% | −61,612−19.6% | Reduced |
| Davenport & Co LLC | 252,285 | $2.01M | 0.01% | −9,815−3.7% | Reduced |
| Wealth Advisory Solutions, LLC | 244,083 | $1.94M | 0.51% | +43,490+21.7% | Added |
| CoreCap Advisors, LLC | 238,559 | $1.90M | 0.08% | −575−0.2% | Reduced |
| PFG Advisors | 225,212 | $1.79M | 0.10% | +225,212 | New |
| Sanctuary Advisors, LLC | 219,204 | $1.74M | 0.01% | −3,378−1.5% | Reduced |
| MSH Capital Advisors LLC | 201,095 | $1.60M | 0.50% | +391+0.2% | Added |
| HighTower Advisors, LLC | 194,928 | $1.55M | 0.00% | −3,983−2.0% | Reduced |
| Geneos Wealth Management Inc. | 188,843 | $1.50M | 0.05% | +17,527+10.2% | Added |
| Thrivent Financial for Lutherans | 171,712 | $1.37M | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 157,751 | $1.26M | 0.01% | +11,077+7.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 147,817 | $1.18M | 0.00% | +89,532+153.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 135,859 | $1.08M | 0.01% | +5,021+3.8% | Added |
| Kestra Advisory Services, LLC | 132,588 | $1.06M | 0.01% | −22,714−14.6% | Reduced |
| Advisory Services Network, LLC | 123,289 | $981.4K | 0.02% | −2,047−1.6% | Reduced |
| Samalin Investment Counsel, LLC | 110,574 | $880.2K | 0.36% | +4,383+4.1% | Added |
| Steward Partners Investment Advisory, LLC | 107,153 | $852.9K | 0.01% | +59,916+126.8% | Added |
| Cary Street Partners Financial LLC | 102,912 | $819.2K | 0.03% | −647−0.6% | Reduced |
| Palogic Value Management, L.P. | 101,305 | $806.4K | 0.35% | 00.0% | Unchanged |
| Triumph Capital Management | 100,914 | $803.3K | 0.27% | +19,336+23.7% | Added |
| Melfa Wealth Management, LLC | 99,767 | $794.1K | 0.54% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 93,553 | $750.8K | 0.06% | +93,553 | New |
| E&G Advisors, LP | 91,850 | $729.7K | 0.21% | −1,800−1.9% | Reduced |
| Shulman DeMeo Asset Management LLC | 89,654 | $713.6K | 0.20% | −946−1.0% | Reduced |
| Benchmark Investment Advisors LLC | 88,000 | $700.5K | 0.45% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 86,571 | $689.1K | 0.15% | +7,410+9.4% | Added |
| Atria Wealth Solutions, Inc. | 84,081 | $672.7K | 0.01% | +7,608+9.9% | Added |
| Wealthcare Advisory Partners LLC | 84,322 | $671.2K | 0.02% | +1,749+2.1% | Added |
| Bramshill Investments, LLC | 82,558 | $657.2K | 0.07% | +117+0.1% | Added |
| Mariner, LLC | 77,328 | $615.5K | 0.00% | −10,249−11.7% | Reduced |
| Wedbush Securities Inc | 76,187 | $606.0K | 0.02% | +3,313+4.5% | Added |
| Independent Financial Group, LLC | 75,911 | $604.3K | 0.02% | +25,101+49.4% | Added |
| Accel Wealth Management | 73,070 | $581.6K | 0.21% | −4,508−5.8% | Reduced |
| Level Four Advisory Services, LLC | 71,886 | $572.2K | 0.02% | −1,537−2.1% | Reduced |
| RVW Wealth, LLC | 70,922 | $564.5K | 0.05% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 73,000 | $564.3K | 0.04% | 00.0% | Unchanged |
| Principal Securities, Inc. | 71,141 | $559.2K | 0.01% | 00.0% | Unchanged |
| Anchor Capital Management Group Inc | 70,000 | $557.2K | 0.26% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 69,378 | $545.3K | 0.17% | 00.0% | Unchanged |
| Spire Wealth Management | 68,396 | $544.4K | 0.02% | +1,493+2.2% | Added |
| National Asset Management, Inc. | 67,291 | $535.6K | 0.02% | +241+0.4% | Added |
| Stolper Co | 66,647 | $531.0K | 0.17% | +758+1.2% | Added |
| Comerica Bank | 60,317 | $480.1K | 0.00% | −1,026−1.7% | Reduced |
| Mosaic Family Wealth Partners, LLC | 58,444 | $465.2K | 0.07% | 00.0% | Unchanged |
| Umb Bank N A | 55,993 | $445.7K | 0.01% | +55,993 | New |
| TownSquare Capital, LLC | 55,308 | $440.3K | 0.00% | +1,415+2.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $439.9K | 0.16% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 53,000 | $421.9K | 0.16% | +39,035+279.5% | Added |
| Gridiron Partners, LLC | 52,969 | $421.6K | 0.27% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 52,417 | $417.2K | 0.01% | −6,261−10.7% | Reduced |
| Live Oak Private Wealth LLC | 51,460 | $409.6K | 0.07% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 51,225 | $407.7K | 0.04% | −2,789−5.2% | Reduced |
| StoneX Group Inc. | 50,780 | $407.1K | 0.02% | +15,781+45.1% | Added |
| Northwestern Mutual Wealth Management Co | 51,096 | $406.7K | 0.00% | −832−1.6% | Reduced |
| Harbour Investments, Inc. | 51,076 | $406.6K | 0.01% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 50,000 | $398.0K | 0.02% | 00.0% | Unchanged |
| Carson Advisory Inc. | 49,861 | $396.9K | 0.27% | +2,428+5.1% | Added |
| Ameritas Advisory Services, LLC | 50,176 | $394.4K | 0.02% | 00.0% | Unchanged |