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 $523.1M in total; no superinvestor holds it.
13F holders, Q2 2025
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Jun 30, 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
- 289
- +9 vs. Q1 2025
- Shares held
- 58.9M
- −2.26M (−3.7%) vs. Q1 2025
- Total value
- $472.2M
- −$14.3M (−2.9%) vs. Q1 2025
- New holders
- 31
- 100 more added
- Sold out
- 22
- 73 more reduced
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 | $523.1M |
| Q1 2026 | 326 | $490.7M |
| Q4 2025 | 330 | $529.7M |
| Q3 2025 | 314 | $542.5M |
| Q2 2025 | 289 | $479.7M |
| Q1 2025 | 284 | $489.2M |
| Q4 2024 | 298 | $495.8M |
| Q3 2024 | 289 | $572.3M |
| Q2 2024 | 281 | $664.7M |
| Q1 2024 | 286 | $787.3M |
| Q4 2023 | 298 | $652.6M |
| 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 | $147.4M |
| Q1 2022 | 139 | $196.4M |
| Q4 2021 | 141 | $225.0M |
| Q3 2021 | 127 | $203.1M |
| Q2 2021 | 126 | $207.7M |
| Q1 2021 | 127 | $194.7M |
Institutions, Q2 2025
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 6,886,989 | $55.2M | 0.00% | +106,206+1.6% | Added |
| Bank of America Corp | 4,201,219 | $33.7M | 0.00% | +103,969+2.5% | Added |
| UBS Group AG | 4,198,535 | $33.7M | 0.01% | −221,942−5.0% | Reduced |
| Wells Fargo & Company | 3,761,396 | $30.2M | 0.01% | +198,445+5.6% | Added |
| Raymond James Financial Inc | 3,456,317 | $27.7M | 0.01% | +116,415+3.5% | Added |
| Invesco Ltd. | 2,951,656 | $23.7M | 0.00% | +21,705+0.7% | Added |
| Commonwealth Equity Services, LLC | 2,366,589 | $19.0M | 0.03% | +82,198+3.6% | Added |
| LPL Financial LLC | 1,898,223 | $15.2M | 0.01% | −479,953−20.2% | Reduced |
| Guggenheim Capital LLC | 1,655,758 | $13.3M | 0.11% | +204,635+14.1% | Added |
| Sit Investment Associates Inc | 1,196,141 | $9.59M | 0.20% | −2,909,854−70.9% | Reduced |
| Advisor Group Holdings, Inc. | 1,137,158 | $9.12M | 0.02% | +171,762+17.8% | Added |
| Captrust Financial Advisors | 1,092,658 | $8.76M | 0.02% | +89,424+8.9% | Added |
| Advisors Asset Management, Inc. | 1,036,282 | $8.31M | 0.15% | −21,674−2.0% | Reduced |
| Greatmark Investment Partners, Inc. | 1,011,715 | $8.11M | 1.02% | +13,150+1.3% | Added |
| Cerity Partners LLC | 968,109 | $7.76M | 0.01% | +185,622+23.7% | Added |
| Royal Bank of Canada | 799,968 | $6.42M | 0.00% | +53,050+7.1% | Added |
| Cohen & Steers, Inc. | 785,251 | $6.30M | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 693,605 | $5.56M | 0.08% | +20,503+3.0% | Added |
| Ameriprise Financial Inc | 611,388 | $4.90M | 0.00% | +103,503+20.4% | Added |
| Stifel Financial Corp | 598,489 | $4.80M | 0.00% | −31,309−5.0% | Reduced |
| Janney Montgomery Scott LLC | 571,517 | $4.58M | 0.01% | +29,672+5.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 570,516 | $4.58M | 0.18% | −166,874−22.6% | Reduced |
| Moors & Cabot, Inc. | 565,388 | $4.53M | 0.21% | +33,765+6.4% | Added |
| Stratos Wealth Partners, LTD. | 511,842 | $4.10M | 0.06% | +8,364+1.7% | Added |
| Truist Financial Corp | 498,856 | $4.00M | 0.01% | +174,359+53.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 471,113 | $3.78M | 0.01% | −10,598−2.2% | Reduced |
| Cetera Investment Advisers | 470,523 | $3.77M | 0.01% | +8,053+1.7% | Added |
| Fca Corp | 454,604 | $3.65M | 1.09% | +17,091+3.9% | Added |
| Thoma Capital Management LLC | 446,090 | $3.58M | 2.28% | +2,323+0.5% | Added |
| Protective Life Corp | 440,000 | $3.53M | 100.00% | 00.0% | Unchanged |
| Lido Advisors, LLC | 398,064 | $3.22M | 0.02% | −3,169−0.8% | Reduced |
| Campbell Capital Management Inc | 381,038 | $3.06M | 1.19% | −3,955−1.0% | Reduced |
| Smith Asset Management Co., LLC | 353,052 | $2.83M | 2.44% | −4,201−1.2% | Reduced |
| Chicago Partners Investment Group LLC | 347,690 | $2.79M | 0.08% | +21,189+6.5% | Added |
| Capital Investment Advisors, LLC | 339,215 | $2.72M | 0.05% | −12,603−3.6% | Reduced |
| Ibex Wealth Advisors | 314,819 | $2.52M | 0.27% | +2,212+0.7% | Added |
| Envestnet Asset Management Inc | 308,490 | $2.47M | 0.00% | +21,106+7.3% | Added |
| Prelude Capital Management, LLC | 300,000 | $2.41M | 0.23% | 00.0% | Unchanged |
| First Trust Advisors LP | 281,887 | $2.26M | 0.00% | +7,320+2.7% | Added |
| GWM Advisors LLC | 278,520 | $2.23M | 0.01% | +10,341+3.9% | Added |
| Wealth Advisory Solutions, LLC | 274,632 | $2.20M | 0.56% | +30,549+12.5% | Added |
| Fiera Capital Corp | 269,309 | $2.16M | 0.01% | −6,570−2.4% | Reduced |
| Davenport & Co LLC | 248,714 | $1.99M | 0.01% | −3,571−1.4% | Reduced |
| CoreCap Advisors, LLC | 237,784 | $1.91M | 0.08% | −775−0.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 220,727 | $1.79M | 0.00% | +72,910+49.3% | Added |
| MSH Capital Advisors LLC | 220,453 | $1.77M | 0.51% | +19,358+9.6% | Added |
| Sanctuary Advisors, LLC | 219,781 | $1.76M | 0.01% | +577+0.3% | Added |
| Geneos Wealth Management Inc. | 208,255 | $1.67M | 0.04% | +19,412+10.3% | Added |
| Wealthspire Advisors, LLC | 193,045 | $1.55M | 0.01% | +193,045 | New |
| Steward Partners Investment Advisory, LLC | 172,897 | $1.39M | 0.01% | +65,744+61.4% | Added |
| Thrivent Financial for Lutherans | 161,712 | $1.30M | 0.00% | −10,000−5.8% | Reduced |
| Kestra Advisory Services, LLC | 159,139 | $1.28M | 0.01% | +26,551+20.0% | Added |
| Private Advisor Group, LLC | 145,556 | $1.17M | 0.01% | −12,195−7.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 142,246 | $1.14M | 0.01% | +6,387+4.7% | Added |
| HighTower Advisors, LLC | 129,078 | $1.04M | 0.00% | −65,850−33.8% | Reduced |
| Samalin Investment Counsel, LLC | 114,822 | $920.9K | 0.35% | +4,248+3.8% | Added |
| Triumph Capital Management | 110,974 | $890.0K | 0.27% | +10,060+10.0% | Added |
| Advisory Services Network, LLC | 108,730 | $877.5K | 0.01% | −14,559−11.8% | Reduced |
| AlphaCore Capital LLC | 102,959 | $832.6K | 0.03% | +9,406+10.1% | Added |
| Cary Street Partners Financial LLC | 102,362 | $820.9K | 0.02% | −550−0.5% | Reduced |
| Palogic Value Management, L.P. | 100,317 | $804.5K | 0.34% | −988−1.0% | Reduced |
| Melfa Wealth Management, LLC | 97,230 | $779.8K | 0.49% | −2,537−2.5% | Reduced |
| Linscomb & Williams, Inc. | 97,000 | $777.9K | 0.04% | +97,000 | New |
| Spire Wealth Management | 92,669 | $743.2K | 0.03% | +24,273+35.5% | Added |
| E&G Advisors, LP | 90,550 | $724.7K | 0.19% | −1,300−1.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 89,471 | $717.6K | 0.18% | −183−0.2% | Reduced |
| Mariner, LLC | 89,081 | $714.4K | 0.00% | +11,753+15.2% | Added |
| Readystate Asset Management LP | 88,024 | $706.0K | 0.03% | +88,024 | New |
| Bramshill Investments, LLC | 87,915 | $705.1K | 0.07% | +5,357+6.5% | Added |
| Marino, Stram & Associates LLC | 86,571 | $694.3K | 0.14% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 79,435 | $637.1K | 0.02% | +3,524+4.6% | Added |
| Wealthcare Advisory Partners LLC | 77,543 | $621.9K | 0.01% | −6,779−8.0% | Reduced |
| Diversify Wealth Management, LLC | 73,000 | $589.1K | 0.04% | 00.0% | Unchanged |
| Accel Wealth Management | 73,416 | $588.8K | 0.20% | +346+0.5% | Added |
| Wedbush Securities Inc | 73,289 | $588.0K | 0.02% | −2,898−3.8% | Reduced |
| Mission Hills Financial Advisory, LLC | 73,305 | $587.9K | 0.36% | +58,320+389.2% | Added |
| Level Four Advisory Services, LLC | 72,055 | $577.9K | 0.02% | +169+0.2% | Added |
| RVW Wealth, LLC | 70,922 | $568.8K | 0.05% | 00.0% | Unchanged |
| Anchor Capital Management Group Inc | 70,000 | $561.4K | 0.26% | 00.0% | Unchanged |
| Abel Hall, LLC | 70,000 | $561.4K | 0.26% | +60,000+600.0% | Added |
| Rothschild Investment LLC | 69,400 | $556.6K | 0.03% | −358,119−83.8% | Reduced |
| Stolper Co | 69,231 | $555.0K | 0.18% | +2,584+3.9% | Added |
| Centurion Wealth Management LLC | 68,529 | $549.6K | 0.16% | −849−1.2% | Reduced |
| Principal Securities, Inc. | 64,370 | $516.3K | 0.01% | −6,771−9.5% | Reduced |
| Rockefeller Capital Management L.P. | 62,643 | $502.4K | 0.00% | +62,643 | New |
| International Assets Investment Management, LLC | 61,919 | $496.6K | 0.04% | +10,694+20.9% | Added |
| Mosaic Family Wealth Partners, LLC | 58,444 | $468.7K | 0.06% | 00.0% | Unchanged |
| Umb Bank N A | 55,993 | $449.1K | 0.01% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $443.3K | 0.14% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 54,700 | $442.3K | 0.16% | +1,700+3.2% | Added |
| Ameritas Advisory Services, LLC | 54,151 | $434.3K | 0.02% | +3,975+7.9% | Added |
| StoneX Group Inc. | 53,114 | $429.2K | 0.02% | +2,334+4.6% | Added |
| Gridiron Partners, LLC | 52,969 | $424.8K | 0.26% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 51,542 | $413.4K | 0.01% | +4,558+9.7% | Added |
| Live Oak Private Wealth LLC | 51,460 | $412.7K | 0.06% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 51,076 | $409.6K | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 50,420 | $404.4K | 0.00% | −9,897−16.4% | Reduced |
| Tectonic Advisors LLC | 50,000 | $401.0K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 49,977 | $400.8K | 0.02% | −17,314−25.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 49,682 | $398.5K | 0.00% | −1,414−2.8% | Reduced |