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 |
|---|---|---|---|---|---|
| One Wealth Capital Management, LLC | 47,965 | $381.8K | 0.20% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 46,984 | $374.0K | 0.01% | +4,780+11.3% | Added |
| Investors Asset Management of Georgia Inc | 46,250 | $368.1K | 0.19% | +1,000+2.2% | Added |
| Sage Capital Advisors,llc | 46,063 | $366.7K | 0.10% | −4,566−9.0% | Reduced |
| Planning Directions Inc | 45,549 | $362.6K | 0.16% | +45,549 | New |
| Avantax Advisory Services, Inc. | 44,473 | $354.0K | 0.00% | −6,230−12.3% | Reduced |
| Operose Advisors LLC | 44,465 | $353.9K | 0.12% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 43,785 | $348.5K | 0.05% | +43,785 | New |
| Investmark Advisory Group LLC | 43,532 | $346.5K | 0.17% | −965−2.2% | Reduced |
| TCG Advisory Services, LLC | 40,897 | $325.5K | 0.01% | −90.0% | Reduced |
| IFG Advisory, LLC | 40,632 | $323.4K | 0.02% | +551+1.4% | Added |
| Oppenheimer & Co Inc | 39,538 | $314.7K | 0.00% | −988−2.4% | Reduced |
| Mercer Global Advisors Inc | 37,694 | $300.0K | 0.00% | +3,666+10.8% | Added |
| RMB Capital Management, LLC | 36,775 | $294.9K | 0.01% | +36,775 | New |
| James Investment Research Inc | 36,500 | $290.5K | 0.04% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 35,787 | $284.9K | 0.31% | −8,696−19.5% | Reduced |
| Burney Co | 34,854 | $277.4K | 0.01% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 34,354 | $275.7K | 0.00% | −8,773−20.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 33,290 | $265.0K | 0.04% | +50.0% | Added |
| Concurrent Investment Advisors, LLC | 32,590 | $259.4K | 0.01% | +5,089+18.5% | Added |
| Uptown Financial Advisors LLC | 31,600 | $251.5K | 0.26% | +6,300+24.9% | Added |
| Fifth Third Bancorp | 31,252 | $248.8K | 0.00% | +6,690+27.2% | Added |
| Prairie Wealth Advisors, Inc. | 30,201 | $242.4K | 0.12% | −3,567−10.6% | Reduced |
| Transcend Wealth Collective, LLC | 29,807 | $237.3K | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 29,660 | $236.1K | 0.00% | +10,660+56.1% | Added |
| Advisor OS, LLC | 29,364 | $233.7K | 0.03% | +65+0.2% | Added |
| Private Trust Co NA | 29,287 | $233.1K | 0.02% | −1,882−6.0% | Reduced |
| Vivaldi Capital Management, LLC | 28,477 | $226.7K | 0.04% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 28,250 | $224.9K | 0.00% | −288−1.0% | Reduced |
| Whittier Trust Co | 28,204 | $224.5K | 0.00% | −1,454−4.9% | Reduced |
| Duncker Streett & Co Inc | 27,439 | $218.4K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 27,144 | $216.1K | 0.10% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 26,179 | $210.1K | 0.01% | +2,447+10.3% | Added |
| Park Avenue Securities LLC | 26,220 | $209.0K | 0.00% | −6,897−20.8% | Reduced |
| Penbrook Management LLC | 25,710 | $204.7K | 0.15% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 25,000 | $199.0K | 0.00% | −9,020−26.5% | Reduced |
| Keybank National Association | 24,921 | $198.4K | 0.00% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 24,500 | $195.0K | 0.11% | +3,500+16.7% | Added |
| US Bancorp | 24,494 | $195.0K | 0.00% | +11,164+83.8% | Added |
| Catalina Capital Group, LLC | 24,437 | $194.5K | 0.13% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 23,922 | $188.0K | 0.06% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 25,561 | $186.6K | 0.13% | +341+1.4% | Added |
| Berger Financial Group, Inc | 23,283 | $185.3K | 0.01% | +116+0.5% | Added |
| International Private Wealth Advisors LLC | 22,589 | $179.8K | 0.17% | +346+1.6% | Added |
| Apollon Wealth Management, LLC | 21,845 | $173.9K | 0.00% | −35−0.2% | Reduced |
| Wesbanco Bank Inc | 21,511 | $171.2K | 0.01% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 21,424 | $170.5K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 21,320 | $169.7K | 0.01% | +21,320 | New |
| Coastal Investment Advisors, Inc. | 20,844 | $165.9K | 0.08% | +238+1.2% | Added |
| CI Private Wealth, LLC | 20,736 | $165.1K | 0.00% | +3,149+17.9% | Added |
| TSFG, LLC | 20,222 | $161.0K | 0.03% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 19,879 | $158.2K | 0.05% | −1,903−8.7% | Reduced |
| Waterfront Wealth Inc. | 19,779 | $157.4K | 0.04% | +70.0% | Added |
| Strategic Financial Concepts, LLC | 19,768 | $157.4K | 0.03% | −1,113−5.3% | Reduced |
| Ausdal Financial Partners, Inc. | 19,432 | $154.7K | 0.01% | −1,732−8.2% | Reduced |
| PSI Advisors, LLC | 19,427 | $154.6K | 0.05% | +9,169+89.4% | Added |
| J. L. Bainbridge & Co., Inc. | 18,991 | $151.2K | 0.02% | −7,861−29.3% | Reduced |
| D.A. Davidson & Co. | 18,824 | $149.8K | 0.00% | −66−0.3% | Reduced |
| Kingstone Capital Partners Texas, LLC | 18,598 | $148.0K | 0.12% | +1,710+10.1% | Added |
| Shufro Rose & Co LLC | 18,373 | $146.3K | 0.01% | +5,532+43.1% | Added |
| Summit Trail Advisors, LLC | 17,841 | $143.2K | 0.00% | +294+1.7% | Added |
| Smith Chas P & Associates Pa Cpas | 17,500 | $139.3K | 0.01% | +2,500+16.7% | Added |
| MML Investors Services, LLC | 17,000 | $135.0K | 0.00% | −9,928−36.9% | Reduced |
| Concorde Asset Management, LLC | 17,651 | $132.7K | 0.07% | −700−3.8% | Reduced |
| EverSource Wealth Advisors, LLC | 16,645 | $132.5K | 0.01% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 16,606 | $132.2K | 0.00% | −334,586−95.3% | Reduced |
| Belpointe Asset Management LLC | 16,546 | $131.7K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 16,395 | $130.5K | 0.00% | +270+1.7% | Added |
| Stonegate Investment Group, LLC | 15,988 | $127.3K | 0.00% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 15,899 | $126.6K | 0.01% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 15,726 | $125.2K | 0.03% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 15,593 | $124.1K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 15,590 | $124.1K | 0.00% | +15,590 | New |
| Elevate Capital Advisors, LLC | 15,300 | $121.8K | 0.11% | +15,300 | New |
| Argentarii, LLC | 15,157 | $120.7K | 0.06% | 00.0% | Unchanged |
| Mission Hills Financial Advisory, LLC | 14,985 | $119.3K | 0.08% | 00.0% | Unchanged |
| Beacon Financial Group | 14,983 | $119.3K | 0.01% | +217+1.5% | Added |
| Change Path, LLC | 14,921 | $118.8K | 0.00% | +87+0.6% | Added |
| Ieq Capital, LLC | 14,831 | $118.1K | 0.00% | −284−1.9% | Reduced |
| Gill Capital Partners, LLC | 14,747 | $117.4K | 0.04% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 14,602 | $116.2K | 0.00% | −3,200−18.0% | Reduced |
| TCFG Wealth Management, LLC | 14,525 | $115.6K | 0.06% | 00.0% | Unchanged |
| Post Resch Tallon Group Inc. | 14,560 | $115.5K | 0.12% | −737−4.8% | Reduced |
| Beacon Capital Management, LLC | 14,258 | $113.5K | 0.02% | −218−1.5% | Reduced |
| MKT Advisors LLC | 16,061 | $113.2K | 0.05% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 14,147 | $112.6K | 0.00% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 14,000 | $111.4K | 0.05% | +14,000 | New |
| Fisher Asset Management, LLC | 13,840 | $110.2K | 0.00% | +13,840 | New |
| Parsons Capital Management Inc | 13,695 | $109.0K | 0.01% | −3,682−21.2% | Reduced |
| VeraBank, N.A. | 13,658 | $108.7K | 0.03% | 00.0% | Unchanged |
| Valley Brook Capital Group | 13,489 | $107.4K | 0.08% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,427 | $106.9K | 0.00% | −5,139−27.7% | Reduced |
| Modern Wealth Management, LLC | 13,407 | $106.7K | 0.00% | +13,407 | New |
| Tradition Wealth Management, LLC | 13,369 | $106.4K | 0.01% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 13,264 | $105.6K | 0.01% | −1,921−12.7% | Reduced |
| Beacon Financial Advisory LLC | 13,232 | $105.3K | 0.03% | +34+0.3% | Added |
| Founders Financial Alliance, LLC | 13,208 | $105.1K | 0.03% | +13,208 | New |
| Ellis Investment Partners, LLC | 13,175 | $104.9K | 0.02% | +13,175 | New |
| Gerber Kawasaki Wealth & Investment Management | 13,049 | $103.9K | 0.00% | +13,049 | New |
| 180 Wealth Advisors, LLC | 13,069 | $103.8K | 0.02% | 00.0% | Unchanged |