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 |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 6 | $48 | 0.00% | −2,161−99.7% | Reduced |
| Gleason Group, Inc. | 23 | $181 | 0.00% | +1+4.5% | Added |
| Tower Research Capital LLC (TRC) | 50 | $398 | 0.00% | +50 | New |
| Pflug Koory, LLC | 66 | $525 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 219 | $1.76K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 238 | $1.90K | 0.00% | +238 | New |
| ORG Partners LLC | 247 | $1.96K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 350 | $2.79K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 359 | $2.86K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 427 | $3.40K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 461 | $3.67K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 500 | $3.98K | 0.00% | +500 | New |
| Darwin Advisors, LLC | 551 | $4.33K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 612 | $4.87K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 630 | $5.01K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 667 | $5.30K | 0.00% | 00.0% | Unchanged |
| Trust Co | 676 | $5.38K | 0.00% | +676 | New |
| Richards, Merrill & Peterson, Inc. | 700 | $5.57K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 805 | $6.41K | 0.00% | +805 | New |
| Gen-Wealth Partners Inc | 929 | $7.39K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 941 | $7.49K | 0.00% | +941 | New |
| SWAN Capital LLC | 995 | $7.92K | 0.00% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 1,026 | $8.17K | 0.00% | +1,026 | New |
| HFM Investment Advisors, LLC | 1,043 | $8.30K | 0.00% | +1,043 | New |
| GHP Investment Advisors, Inc. | 1,229 | $9.78K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,266 | $10.1K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,400 | $11.1K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 1,435 | $11.4K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,481 | $11.8K | 0.00% | +22+1.5% | Added |
| Main Street Group, LTD | 1,681 | $13.4K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 1,751 | $13.9K | 0.00% | +1,751 | New |
| Game Plan Financial Advisors, LLC | 1,977 | $15.7K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 2,106 | $16.8K | 0.01% | +2,106 | New |
| Concord Wealth Partners | 2,263 | $18.0K | 0.00% | +235+11.6% | Added |
| AdvisorNet Financial, Inc | 2,322 | $18.5K | 0.00% | +38+1.7% | Added |
| Ronald Blue Trust, Inc. | 2,398 | $19.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,600 | $20.7K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,000 | $23.0K | 0.01% | +3,000 | New |
| Hexagon Capital Partners LLC | 3,385 | $26.9K | 0.01% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 3,677 | $29.3K | 0.00% | +3,677 | New |
| Sound Income Strategies, LLC | 3,900 | $31.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 4,633 | $36.9K | 0.03% | −1,641−26.2% | Reduced |
| Hazlett, Burt & Watson, Inc. | 4,579 | $37.0K | 0.02% | +32+0.7% | Added |
| Whittier Trust Co of Nevada Inc | 4,943 | $39.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 8,240 | $65.0K | 0.01% | +8,232+102,900.0% | Added |
| Allworth Financial LP | 8,565 | $65.6K | 0.00% | +3,851+81.7% | Added |
| CIBC Private Wealth Group, LLC | 9,344 | $66.6K | 0.00% | −624−6.3% | Reduced |
| CWM, LLC | 8,479 | $67.0K | 0.00% | −6,260−42.5% | Reduced |
| Ameriflex Group, Inc. | 9,016 | $71.8K | 0.03% | −2,443−21.3% | Reduced |
| Hollencrest Capital Management | 9,862 | $78.5K | 0.00% | −3,500−26.2% | Reduced |
| Central Trust Co | 9,866 | $78.5K | 0.00% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 10,000 | $79.6K | 0.06% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10,000 | $79.6K | 0.06% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 10,000 | $79.6K | 0.01% | 00.0% | Unchanged |
| Abel Hall, LLC | 10,000 | $79.6K | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,073 | $80.2K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 10,400 | $82.8K | 0.01% | +10,400 | New |
| Certified Advisory Corp | 10,647 | $84.8K | 0.01% | +129+1.2% | Added |
| Anchor Investment Management, LLC | 10,687 | $85.1K | 0.01% | +29+0.3% | Added |
| Blue Barn Wealth, LLC | 10,840 | $86.3K | 0.05% | 00.0% | Unchanged |
| Elm3 Financial Group, LLC | 10,910 | $86.8K | 0.08% | 00.0% | Unchanged |
| Creative Planning | 10,975 | $87.4K | 0.00% | −12,130−52.5% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,000 | $87.6K | 0.04% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 11,113 | $88.5K | 0.07% | +11,113 | New |
| LifeSteps Financial, Inc. | 11,520 | $91.7K | 0.07% | 00.0% | Unchanged |
| Aspire Growth Partners LLC | 11,773 | $92.1K | 0.08% | +11,773 | New |
| Green Square Capital Advisors LLC | 11,653 | $92.8K | 0.01% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 11,627 | $93.3K | 0.05% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,843 | $94.3K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 11,848 | $94.3K | 0.03% | +74+0.6% | Added |
| Beacon Pointe Advisors, LLC | 11,859 | $94.4K | 0.00% | 00.0% | Unchanged |
| Accredited Investor Services, LLC | 12,011 | $95.6K | 0.08% | +12,011 | New |
| Coastline Trust Co | 12,143 | $96.7K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 12,302 | $97.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 12,397 | $98.4K | 0.00% | +9,747+367.8% | Added |
| MAI Capital Management | 12,458 | $99.2K | 0.00% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 12,490 | $99.4K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 12,529 | $99.7K | 0.00% | −12,000−48.9% | Reduced |
| Sigma Planning Corp | 12,541 | $99.8K | 0.00% | +40.0% | Added |
| Onyx Financial Advisors, LLC | 12,595 | $100.3K | 0.05% | +12,595 | New |
| Atomi Financial Group, Inc. | 12,709 | $101.2K | 0.00% | +12,709 | New |
| SFE Investment Counsel | 12,816 | $102.0K | 0.02% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 12,855 | $102.3K | 0.05% | 00.0% | Unchanged |
| PFG Investments, LLC | 12,919 | $102.8K | 0.01% | +789+6.5% | Added |
| 180 Wealth Advisors, LLC | 13,069 | $103.8K | 0.02% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 13,049 | $103.9K | 0.00% | +13,049 | New |
| Ellis Investment Partners, LLC | 13,175 | $104.9K | 0.02% | +13,175 | New |
| Founders Financial Alliance, LLC | 13,208 | $105.1K | 0.03% | +13,208 | New |
| Beacon Financial Advisory LLC | 13,232 | $105.3K | 0.03% | +34+0.3% | Added |
| Financial Advocates Investment Management | 13,264 | $105.6K | 0.01% | −1,921−12.7% | Reduced |
| Tradition Wealth Management, LLC | 13,369 | $106.4K | 0.01% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 13,407 | $106.7K | 0.00% | +13,407 | New |
| The PNC Financial Services Group, Inc. | 13,427 | $106.9K | 0.00% | −5,139−27.7% | Reduced |
| Valley Brook Capital Group | 13,489 | $107.4K | 0.08% | 00.0% | Unchanged |
| VeraBank, N.A. | 13,658 | $108.7K | 0.03% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 13,695 | $109.0K | 0.01% | −3,682−21.2% | Reduced |
| Fisher Asset Management, LLC | 13,840 | $110.2K | 0.00% | +13,840 | New |
| Etesian Wealth Advisors, Inc. | 14,000 | $111.4K | 0.05% | +14,000 | New |
| SageView Advisory Group, LLC | 14,147 | $112.6K | 0.00% | 00.0% | Unchanged |
| MKT Advisors LLC | 16,061 | $113.2K | 0.05% | 00.0% | Unchanged |