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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.

Q1 2025 vs. Q4 2024

How the institutions holding Nuveen Preferred & Income Opportunities Fund changed between Q4 2024 and Q1 2025.

All holders in Q1 2025All holders in Q4 2024

13F holders of JPC: Q4 2024 compared with Q1 2025
MeasureQ4 2024Of which not filed for Q1 2025Q1 2025Change
Holders2986284−8
Shares63.1M57.8K61.2M−1.76M (−2.8%)
Value$495.9M$454.2K$487.4M−$7.96M (−1.6%)

6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (33)

Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q1 2025 but not at the end of Q4 2024.

Institutions new to JPC in Q1 2025
InstitutionSharesValue% of portfolio
PFG Advisors225,212$1.79M0.10%
AlphaCore Capital LLC93,553$750.8K0.06%
Umb Bank N A55,993$445.7K0.01%
Planning Directions Inc45,549$362.6K0.16%
NWF Advisory Services Inc.43,785$348.5K0.05%
RMB Capital Management, LLC36,775$294.9K0.01%
J.W. Cole Advisors, Inc.21,320$169.7K0.01%
Merit Financial Group, LLC15,590$124.1K0.00%
Elevate Capital Advisors, LLC15,300$121.8K0.11%
Etesian Wealth Advisors, Inc.14,000$111.4K0.05%
Fisher Asset Management, LLC13,840$110.2K0.00%
Modern Wealth Management, LLC13,407$106.7K0.00%
Founders Financial Alliance, LLC13,208$105.1K0.03%
Ellis Investment Partners, LLC13,175$104.9K0.02%
Gerber Kawasaki Wealth & Investment Management13,049$103.9K0.00%
Atomi Financial Group, Inc.12,709$101.2K0.00%
Onyx Financial Advisors, LLC12,595$100.3K0.05%
Accredited Investor Services, LLC12,011$95.6K0.08%
Aspire Growth Partners LLC11,773$92.1K0.08%
Leigh Baldwin & Co., LLC11,113$88.5K0.07%
Jacobi Capital Management LLC10,400$82.8K0.01%
Boston Private Wealth LLC3,677$29.3K0.00%
FNY Investment Advisers, LLC3,000$23.0K0.01%
Optimum Investment Advisors2,106$16.8K0.01%
Bokf, NA1,751$13.9K0.00%
HFM Investment Advisors, LLC1,043$8.30K0.00%
Coldstream Capital Management Inc1,026$8.17K0.00%
Cape Investment Advisory, Inc.941$7.49K0.00%
Wealth Preservation Advisors, LLC805$6.41K0.00%
Trust Co676$5.38K0.00%
Private Wealth Asset Management, LLC500$3.98K0.00%
Sandy Spring Bank238$1.90K0.00%
Tower Research Capital LLC (TRC)50$3980.00%

Sold out (41)

Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q4 2024 and filed for Q1 2025 without it.

Institutions that sold out of JPC in Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Kingswood Wealth Advisors, LLC60,391$474.7K
Axxcess Wealth Management, LLC59,935$471.1K
Ballentine Partners, LLC53,693$422.0K
Aristides Capital LLC53,250$418.5K
Independent Advisor Alliance51,348$403.6K
Rockefeller Capital Management L.P.40,218$316.1K
Parr McKnight Wealth Management Group, LLC37,846$297.5K
Citadel Advisors LLC27,180$213.6K
Private Advisory Group LLC26,690$209.8K
HRT Financial LP25,026$196.0K
Western Wealth Management, LLC23,434$184.2K
LexAurum Advisors, LLC21,372$168.0K
Logan Stone Capital, LLC17,471$137.3K
Bragg Financial Advisors, Inc14,955$117.5K
Morling Financial Advisors, LLC14,674$115.3K
Millennium Management LLC14,007$110.1K
Goldman Sachs Group Inc14,000$110.0K
Noesis Capital Mangement Corp13,433$105.6K
AE Wealth Management LLC13,072$102.7K
Freestate Advisors LLC12,494$98.2K
We Are One Seven, LLC12,469$98.0K
Aptus Capital Advisors, LLC11,948$93.9K
Second Line Capital, LLC11,948$93.9K
Susquehanna International Group, LLP11,042$86.8K
Elequin Capital LP9,238$72.6K
Proequities, Inc.8,901$71.3K
CoreFirst Bank & Trust7,699$60.5K
Washington Trust Co4,440$34.9K
Noble Wealth Management PBC2,500$19.6K
Hantz Financial Services, Inc.1,977$16.0K
Van Hulzen Asset Management, LLC1,920$15.1K
Coppell Advisory Solutions LLC1,105$8.73K
Transcendent Capital Group LLC1,056$8.30K
American National Bank1,003$7.88K
Birchbrook, Inc.1,000$7.86K
Wingate Wealth Advisors, Inc.880$6.92K
Provenance Wealth Advisors, LLC717$5.64K
Investment Counsel Co of Nevada135$1.06K
FMR LLC1$8
BlackRock, Inc.1$6
GeoWealth Management, LLC0$1

Not filed for Q1 2025 yet (6)

Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q4 2024 and haven't filed a 13F for Q1 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding JPC in Q4 2024 that haven't filed for Q1 2025
InstitutionShares, Q4 2024Value, Q4 2024
Wetherby Asset Management Inc38,073$299.3K
HTLF Bank15,683$123.3K
Oliver Lagore Vanvalin Investment Group2,174$17.1K
RE Dickinson Investment Advisors, LLC1,406$11.1K
AlphaMark Advisors, LLC314$2.00K
Global Retirement Partners, LLC185$1.45K