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.
Q2 2025 vs. Q1 2025
How the institutions holding Nuveen Preferred & Income Opportunities Fund changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Of which not filed for Q2 2025 | Q2 2025 | Change |
|---|---|---|---|---|
| Holders | 284 | 4 | 289 | +9 |
| Shares | 61.2M | 121.5K | 58.9M | −2.26M (−3.7%) |
| Value | $487.4M | $959.2K | $472.2M | −$14.3M (−2.9%) |
4 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.
New holders (31)
Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q2 2025 but not at the end of Q1 2025.
Sold out (22)
Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Sowell Financial Services LLC | 252,300 | $2.01M |
| PFG Advisors | 225,212 | $1.79M |
| TownSquare Capital, LLC | 55,308 | $440.3K |
| Planning Directions Inc | 45,549 | $362.6K |
| James Investment Research Inc | 36,500 | $290.5K |
| Transcend Wealth Collective, LLC | 29,807 | $237.3K |
| Vivaldi Capital Management, LLC | 28,477 | $226.7K |
| Strategic Financial Concepts, LLC | 19,768 | $157.4K |
| Modern Wealth Management, LLC | 13,407 | $106.7K |
| Financial Advocates Investment Management | 13,264 | $105.6K |
| Sigma Planning Corp | 12,541 | $99.8K |
| Leigh Baldwin & Co., LLC | 11,113 | $88.5K |
| Elm3 Financial Group, LLC | 10,910 | $86.8K |
| Blue Barn Wealth, LLC | 10,840 | $86.3K |
| Boston Private Wealth LLC | 3,677 | $29.3K |
| Hexagon Capital Partners LLC | 3,385 | $26.9K |
| Optimum Investment Advisors | 2,106 | $16.8K |
| Bokf, NA | 1,751 | $13.9K |
| City Holding Co | 1,435 | $11.4K |
| Coldstream Capital Management Inc | 1,026 | $8.17K |
| Richards, Merrill & Peterson, Inc. | 700 | $5.57K |
| Private Wealth Asset Management, LLC | 500 | $3.98K |
Not filed for Q2 2025 yet (4)
Institutions that held Nuveen Preferred & Income Opportunities Fund at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Benchmark Investment Advisors LLC | 88,000 | $700.5K |
| Concorde Asset Management, LLC | 17,651 | $132.7K |
| Schechter Investment Advisors, LLC | 15,593 | $124.1K |
| Sandy Spring Bank | 238 | $1.90K |