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 |
|---|---|---|---|---|---|
| Stolper Co | 66,647 | $531.0K | 0.17% | +758+1.2% | Added |
| National Asset Management, Inc. | 67,291 | $535.6K | 0.02% | +241+0.4% | Added |
| Spire Wealth Management | 68,396 | $544.4K | 0.02% | +1,493+2.2% | Added |
| Centurion Wealth Management LLC | 69,378 | $545.3K | 0.17% | 00.0% | Unchanged |
| Anchor Capital Management Group Inc | 70,000 | $557.2K | 0.26% | 00.0% | Unchanged |
| Principal Securities, Inc. | 71,141 | $559.2K | 0.01% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 73,000 | $564.3K | 0.04% | 00.0% | Unchanged |
| RVW Wealth, LLC | 70,922 | $564.5K | 0.05% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 71,886 | $572.2K | 0.02% | −1,537−2.1% | Reduced |
| Accel Wealth Management | 73,070 | $581.6K | 0.21% | −4,508−5.8% | Reduced |
| Independent Financial Group, LLC | 75,911 | $604.3K | 0.02% | +25,101+49.4% | Added |
| Wedbush Securities Inc | 76,187 | $606.0K | 0.02% | +3,313+4.5% | Added |
| Mariner, LLC | 77,328 | $615.5K | 0.00% | −10,249−11.7% | Reduced |
| Bramshill Investments, LLC | 82,558 | $657.2K | 0.07% | +117+0.1% | Added |
| Wealthcare Advisory Partners LLC | 84,322 | $671.2K | 0.02% | +1,749+2.1% | Added |
| Atria Wealth Solutions, Inc. | 84,081 | $672.7K | 0.01% | +7,608+9.9% | Added |
| Marino, Stram & Associates LLC | 86,571 | $689.1K | 0.15% | +7,410+9.4% | Added |
| Benchmark Investment Advisors LLC | 88,000 | $700.5K | 0.45% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 89,654 | $713.6K | 0.20% | −946−1.0% | Reduced |
| E&G Advisors, LP | 91,850 | $729.7K | 0.21% | −1,800−1.9% | Reduced |
| AlphaCore Capital LLC | 93,553 | $750.8K | 0.06% | +93,553 | New |
| Melfa Wealth Management, LLC | 99,767 | $794.1K | 0.54% | 00.0% | Unchanged |
| Triumph Capital Management | 100,914 | $803.3K | 0.27% | +19,336+23.7% | Added |
| Palogic Value Management, L.P. | 101,305 | $806.4K | 0.35% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 102,912 | $819.2K | 0.03% | −647−0.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 107,153 | $852.9K | 0.01% | +59,916+126.8% | Added |
| Samalin Investment Counsel, LLC | 110,574 | $880.2K | 0.36% | +4,383+4.1% | Added |
| Advisory Services Network, LLC | 123,289 | $981.4K | 0.02% | −2,047−1.6% | Reduced |
| Kestra Advisory Services, LLC | 132,588 | $1.06M | 0.01% | −22,714−14.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 135,859 | $1.08M | 0.01% | +5,021+3.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 147,817 | $1.18M | 0.00% | +89,532+153.6% | Added |
| Private Advisor Group, LLC | 157,751 | $1.26M | 0.01% | +11,077+7.6% | Added |
| Thrivent Financial for Lutherans | 171,712 | $1.37M | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 188,843 | $1.50M | 0.05% | +17,527+10.2% | Added |
| HighTower Advisors, LLC | 194,928 | $1.55M | 0.00% | −3,983−2.0% | Reduced |
| MSH Capital Advisors LLC | 201,095 | $1.60M | 0.50% | +391+0.2% | Added |
| Sanctuary Advisors, LLC | 219,204 | $1.74M | 0.01% | −3,378−1.5% | Reduced |
| PFG Advisors | 225,212 | $1.79M | 0.10% | +225,212 | New |
| CoreCap Advisors, LLC | 238,559 | $1.90M | 0.08% | −575−0.2% | Reduced |
| Wealth Advisory Solutions, LLC | 244,083 | $1.94M | 0.51% | +43,490+21.7% | Added |
| Davenport & Co LLC | 252,285 | $2.01M | 0.01% | −9,815−3.7% | Reduced |
| Sowell Financial Services LLC | 252,300 | $2.01M | 0.09% | −61,612−19.6% | Reduced |
| GWM Advisors LLC | 268,179 | $2.13M | 0.01% | +11,208+4.4% | Added |
| First Trust Advisors LP | 274,567 | $2.19M | 0.00% | −6,065−2.2% | Reduced |
| Fiera Capital Corp | 275,879 | $2.20M | 0.01% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 287,384 | $2.29M | 0.00% | −46,350−13.9% | Reduced |
| Prelude Capital Management, LLC | 300,000 | $2.39M | 0.24% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 312,607 | $2.49M | 0.33% | −14,098−4.3% | Reduced |
| Chicago Partners Investment Group LLC | 326,501 | $2.55M | 0.08% | +4,964+1.5% | Added |
| Truist Financial Corp | 324,497 | $2.58M | 0.00% | −2,416−0.7% | Reduced |
| Capital Investment Advisors, LLC | 351,818 | $2.80M | 0.05% | −14,835−4.0% | Reduced |
| Smith Asset Management Co., LLC | 357,253 | $2.84M | 2.68% | −2,838−0.8% | Reduced |
| Campbell Capital Management Inc | 384,993 | $3.06M | 1.79% | 00.0% | Unchanged |
| Lido Advisors, LLC | 401,233 | $3.22M | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 427,519 | $3.40M | 0.23% | −75,586−15.0% | Reduced |
| Fca Corp | 437,513 | $3.48M | 1.11% | +898+0.2% | Added |
| Protective Life Corp | 440,000 | $3.50M | 100.00% | 00.0% | Unchanged |
| Thoma Capital Management LLC | 443,767 | $3.53M | 2.47% | −23,478−5.0% | Reduced |
| Cetera Investment Advisers | 462,470 | $3.68M | 0.01% | +10,095+2.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 481,711 | $3.83M | 0.01% | +35,474+7.9% | Added |
| Stratos Wealth Partners, LTD. | 503,478 | $4.01M | 0.06% | −18,519−3.5% | Reduced |
| Ameriprise Financial Inc | 507,885 | $4.04M | 0.00% | −16,038−3.1% | Reduced |
| Moors & Cabot, Inc. | 531,623 | $4.23M | 0.21% | −27,718−5.0% | Reduced |
| Janney Montgomery Scott LLC | 541,845 | $4.31M | 0.01% | −103,273−16.0% | Reduced |
| Stifel Financial Corp | 629,798 | $5.01M | 0.01% | +41,581+7.1% | Added |
| Penserra Capital Management LLC | 673,102 | $5.36M | 0.10% | +7,287+1.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 737,390 | $5.87M | 0.26% | −52,292−6.6% | Reduced |
| Royal Bank of Canada | 746,918 | $5.95M | 0.00% | −30,231−3.9% | Reduced |
| Cerity Partners LLC | 782,487 | $6.23M | 0.01% | +210,802+36.9% | Added |
| Cohen & Steers, Inc. | 785,251 | $6.25M | 0.01% | −210,490−21.1% | Reduced |
| Advisor Group Holdings, Inc. | 965,396 | $7.68M | 0.02% | +153,259+18.9% | Added |
| Greatmark Investment Partners, Inc. | 998,565 | $7.95M | 1.08% | +4,555+0.5% | Added |
| Captrust Financial Advisors | 1,003,234 | $7.99M | 0.02% | +99,252+11.0% | Added |
| Advisors Asset Management, Inc. | 1,057,956 | $8.42M | 0.16% | −5,570−0.5% | Reduced |
| Guggenheim Capital LLC | 1,451,123 | $11.6M | 0.11% | +164,408+12.8% | Added |
| Commonwealth Equity Services, LLC | 2,284,391 | $18.2M | 0.03% | +19,264+0.9% | Added |
| LPL Financial LLC | 2,378,176 | $18.9M | 0.01% | −1,042,905−30.5% | Reduced |
| Invesco Ltd. | 2,929,951 | $23.3M | 0.00% | +15,812+0.5% | Added |
| Raymond James Financial Inc | 3,339,902 | $26.6M | 0.01% | +47,464+1.4% | Added |
| Wells Fargo & Company | 3,562,951 | $28.4M | 0.01% | +217,498+6.5% | Added |
| Bank of America Corp | 4,097,250 | $32.6M | 0.00% | +300,828+7.9% | Added |
| Sit Investment Associates Inc | 4,105,995 | $32.7M | 0.77% | −641,964−13.5% | Reduced |
| UBS Group AG | 4,420,477 | $35.2M | 0.01% | +207,372+4.9% | Added |
| Morgan Stanley | 6,780,783 | $54.0M | 0.00% | −875,695−11.4% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −8,901−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −60,391−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −59,935−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −53,693−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −53,250−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −51,348−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −40,218−100.0% | Sold out |
| Parr McKnight Wealth Management Group, LLC | 0 | $0 | 0.00% | −37,846−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −27,180−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −26,690−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −25,026−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −23,434−100.0% | Sold out |
| LexAurum Advisors, LLC | 0 | $0 | 0.00% | −21,372−100.0% | Sold out |
| Logan Stone Capital, LLC | 0 | $0 | 0.00% | −17,471−100.0% | Sold out |
| Bragg Financial Advisors, Inc | 0 | $0 | 0.00% | −14,955−100.0% | Sold out |
| Morling Financial Advisors, LLC | 0 | $0 | 0.00% | −14,674−100.0% | Sold out |