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