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 |
|---|---|---|---|---|---|
| Beacon Capital Management, LLC | 14,258 | $113.5K | 0.02% | −218−1.5% | Reduced |
| Post Resch Tallon Group Inc. | 14,560 | $115.5K | 0.12% | −737−4.8% | Reduced |
| TCFG Wealth Management, LLC | 14,525 | $115.6K | 0.06% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 14,602 | $116.2K | 0.00% | −3,200−18.0% | Reduced |
| Gill Capital Partners, LLC | 14,747 | $117.4K | 0.04% | 00.0% | Unchanged |
| Ieq Capital, LLC | 14,831 | $118.1K | 0.00% | −284−1.9% | Reduced |
| Change Path, LLC | 14,921 | $118.8K | 0.00% | +87+0.6% | Added |
| Beacon Financial Group | 14,983 | $119.3K | 0.01% | +217+1.5% | Added |
| Mission Hills Financial Advisory, LLC | 14,985 | $119.3K | 0.08% | 00.0% | Unchanged |
| Argentarii, LLC | 15,157 | $120.7K | 0.06% | 00.0% | Unchanged |
| Elevate Capital Advisors, LLC | 15,300 | $121.8K | 0.11% | +15,300 | New |
| Merit Financial Group, LLC | 15,590 | $124.1K | 0.00% | +15,590 | New |
| Schechter Investment Advisors, LLC | 15,593 | $124.1K | 0.01% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 15,726 | $125.2K | 0.03% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 15,899 | $126.6K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 15,988 | $127.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 16,395 | $130.5K | 0.00% | +270+1.7% | Added |
| Belpointe Asset Management LLC | 16,546 | $131.7K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 16,606 | $132.2K | 0.00% | −334,586−95.3% | Reduced |
| EverSource Wealth Advisors, LLC | 16,645 | $132.5K | 0.01% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 17,651 | $132.7K | 0.07% | −700−3.8% | Reduced |
| MML Investors Services, LLC | 17,000 | $135.0K | 0.00% | −9,928−36.9% | Reduced |
| Smith Chas P & Associates Pa Cpas | 17,500 | $139.3K | 0.01% | +2,500+16.7% | Added |
| Summit Trail Advisors, LLC | 17,841 | $143.2K | 0.00% | +294+1.7% | Added |
| Shufro Rose & Co LLC | 18,373 | $146.3K | 0.01% | +5,532+43.1% | Added |
| Kingstone Capital Partners Texas, LLC | 18,598 | $148.0K | 0.12% | +1,710+10.1% | Added |
| D.A. Davidson & Co. | 18,824 | $149.8K | 0.00% | −66−0.3% | Reduced |
| J. L. Bainbridge & Co., Inc. | 18,991 | $151.2K | 0.02% | −7,861−29.3% | Reduced |
| PSI Advisors, LLC | 19,427 | $154.6K | 0.05% | +9,169+89.4% | Added |
| Ausdal Financial Partners, Inc. | 19,432 | $154.7K | 0.01% | −1,732−8.2% | Reduced |
| Strategic Financial Concepts, LLC | 19,768 | $157.4K | 0.03% | −1,113−5.3% | Reduced |
| Waterfront Wealth Inc. | 19,779 | $157.4K | 0.04% | +70.0% | Added |
| WealthTrust Axiom LLC | 19,879 | $158.2K | 0.05% | −1,903−8.7% | Reduced |
| TSFG, LLC | 20,222 | $161.0K | 0.03% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 20,736 | $165.1K | 0.00% | +3,149+17.9% | Added |
| Coastal Investment Advisors, Inc. | 20,844 | $165.9K | 0.08% | +238+1.2% | Added |
| J.W. Cole Advisors, Inc. | 21,320 | $169.7K | 0.01% | +21,320 | New |
| Clifford Swan Investment Counsel LLC | 21,424 | $170.5K | 0.01% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 21,511 | $171.2K | 0.01% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 21,845 | $173.9K | 0.00% | −35−0.2% | Reduced |
| International Private Wealth Advisors LLC | 22,589 | $179.8K | 0.17% | +346+1.6% | Added |
| Berger Financial Group, Inc | 23,283 | $185.3K | 0.01% | +116+0.5% | Added |
| Fortitude Advisory Group L.L.C. | 25,561 | $186.6K | 0.13% | +341+1.4% | Added |
| Glass Jacobson Investment Advisors llc | 23,922 | $188.0K | 0.06% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 24,437 | $194.5K | 0.13% | 00.0% | Unchanged |
| US Bancorp | 24,494 | $195.0K | 0.00% | +11,164+83.8% | Added |
| Sage Capital Management, LLC | 24,500 | $195.0K | 0.11% | +3,500+16.7% | Added |
| Keybank National Association | 24,921 | $198.4K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 25,000 | $199.0K | 0.00% | −9,020−26.5% | Reduced |
| Penbrook Management LLC | 25,710 | $204.7K | 0.15% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 26,220 | $209.0K | 0.00% | −6,897−20.8% | Reduced |
| Snowden Capital Advisors LLC | 26,179 | $210.1K | 0.01% | +2,447+10.3% | Added |
| Caldwell Sutter Capital, Inc. | 27,144 | $216.1K | 0.10% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 27,439 | $218.4K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co | 28,204 | $224.5K | 0.00% | −1,454−4.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 28,250 | $224.9K | 0.00% | −288−1.0% | Reduced |
| Vivaldi Capital Management, LLC | 28,477 | $226.7K | 0.04% | 00.0% | Unchanged |
| Private Trust Co NA | 29,287 | $233.1K | 0.02% | −1,882−6.0% | Reduced |
| Advisor OS, LLC | 29,364 | $233.7K | 0.03% | +65+0.2% | Added |
| Bank of New York Mellon Corp | 29,660 | $236.1K | 0.00% | +10,660+56.1% | Added |
| Transcend Wealth Collective, LLC | 29,807 | $237.3K | 0.02% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 30,201 | $242.4K | 0.12% | −3,567−10.6% | Reduced |
| Fifth Third Bancorp | 31,252 | $248.8K | 0.00% | +6,690+27.2% | Added |
| Uptown Financial Advisors LLC | 31,600 | $251.5K | 0.26% | +6,300+24.9% | Added |
| Concurrent Investment Advisors, LLC | 32,590 | $259.4K | 0.01% | +5,089+18.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 33,290 | $265.0K | 0.04% | +50.0% | Added |
| RSM US Wealth Management LLC | 34,354 | $275.7K | 0.00% | −8,773−20.3% | Reduced |
| Burney Co | 34,854 | $277.4K | 0.01% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 35,787 | $284.9K | 0.31% | −8,696−19.5% | Reduced |
| James Investment Research Inc | 36,500 | $290.5K | 0.04% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 36,775 | $294.9K | 0.01% | +36,775 | New |
| Mercer Global Advisors Inc | 37,694 | $300.0K | 0.00% | +3,666+10.8% | Added |
| Oppenheimer & Co Inc | 39,538 | $314.7K | 0.00% | −988−2.4% | Reduced |
| IFG Advisory, LLC | 40,632 | $323.4K | 0.02% | +551+1.4% | Added |
| TCG Advisory Services, LLC | 40,897 | $325.5K | 0.01% | −90.0% | Reduced |
| Investmark Advisory Group LLC | 43,532 | $346.5K | 0.17% | −965−2.2% | Reduced |
| NWF Advisory Services Inc. | 43,785 | $348.5K | 0.05% | +43,785 | New |
| Operose Advisors LLC | 44,465 | $353.9K | 0.12% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 44,473 | $354.0K | 0.00% | −6,230−12.3% | Reduced |
| Planning Directions Inc | 45,549 | $362.6K | 0.16% | +45,549 | New |
| Sage Capital Advisors,llc | 46,063 | $366.7K | 0.10% | −4,566−9.0% | Reduced |
| Investors Asset Management of Georgia Inc | 46,250 | $368.1K | 0.19% | +1,000+2.2% | Added |
| Prospera Financial Services Inc | 46,984 | $374.0K | 0.01% | +4,780+11.3% | Added |
| One Wealth Capital Management, LLC | 47,965 | $381.8K | 0.20% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 50,176 | $394.4K | 0.02% | 00.0% | Unchanged |
| Carson Advisory Inc. | 49,861 | $396.9K | 0.27% | +2,428+5.1% | Added |
| Tectonic Advisors LLC | 50,000 | $398.0K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 51,076 | $406.6K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 51,096 | $406.7K | 0.00% | −832−1.6% | Reduced |
| StoneX Group Inc. | 50,780 | $407.1K | 0.02% | +15,781+45.1% | Added |
| International Assets Investment Management, LLC | 51,225 | $407.7K | 0.04% | −2,789−5.2% | Reduced |
| Live Oak Private Wealth LLC | 51,460 | $409.6K | 0.07% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 52,417 | $417.2K | 0.01% | −6,261−10.7% | Reduced |
| Gridiron Partners, LLC | 52,969 | $421.6K | 0.27% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 53,000 | $421.9K | 0.16% | +39,035+279.5% | Added |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $439.9K | 0.16% | 00.0% | Unchanged |
| TownSquare Capital, LLC | 55,308 | $440.3K | 0.00% | +1,415+2.6% | Added |
| Umb Bank N A | 55,993 | $445.7K | 0.01% | +55,993 | New |
| Mosaic Family Wealth Partners, LLC | 58,444 | $465.2K | 0.07% | 00.0% | Unchanged |
| Comerica Bank | 60,317 | $480.1K | 0.00% | −1,026−1.7% | Reduced |