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, 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 | $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, 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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 7 | $56 | 0.00% | +7 | New |
| Gleason Group, Inc. | 23 | $187 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 66 | $529 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 192 | $1.54K | 0.00% | +192 | New |
| Montag A & Associates Inc | 219 | $1.77K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 247 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 276 | $2.21K | 0.00% | +276 | New |
| Wolff Wiese Magana LLC | 350 | $2.81K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 359 | $2.88K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 388 | $3.11K | 0.00% | +388 | New |
| Tower Research Capital LLC (TRC) | 421 | $3.38K | 0.00% | +371+742.0% | Added |
| LRI Investments, LLC | 427 | $3.42K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 461 | $3.70K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 551 | $4.42K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 612 | $4.91K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 630 | $5.05K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 654 | $5.25K | 0.00% | +654 | New |
| Medallion Wealth Advisors, LLC | 667 | $5.40K | 0.00% | 00.0% | Unchanged |
| Trust Co | 676 | $5.42K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 805 | $6.46K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 929 | $7.45K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 941 | $7.55K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 995 | $7.98K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1,043 | $8.37K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 1,086 | $8.71K | 0.00% | −180−14.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,154 | $9.25K | 0.00% | −12,273−91.4% | Reduced |
| GHP Investment Advisors, Inc. | 1,229 | $9.86K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,400 | $11.2K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,515 | $12.1K | 0.00% | +34+2.3% | Added |
| Plante Moran Financial Advisors, LLC | 1,550 | $12.4K | 0.00% | +1,550 | New |
| Fifth Third Bancorp | 1,572 | $12.6K | 0.00% | −29,680−95.0% | Reduced |
| Main Street Group, LTD | 1,681 | $13.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,977 | $15.9K | 0.00% | −22,517−91.9% | Reduced |
| Game Plan Financial Advisors, LLC | 1,977 | $15.9K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,174 | $17.3K | 0.01% | +2,174 | New |
| Concord Wealth Partners | 2,316 | $18.6K | 0.00% | +53+2.3% | Added |
| AdvisorNet Financial, Inc | 2,382 | $19.1K | 0.00% | +60+2.6% | Added |
| Ronald Blue Trust, Inc. | 2,398 | $19.2K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,600 | $20.9K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,872 | $23.0K | 0.00% | +2,872 | New |
| FNY Investment Advisers, LLC | 3,000 | $24.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3,527 | $28.3K | 0.02% | −1,106−23.9% | Reduced |
| CoreFirst Bank & Trust | 4,197 | $33.7K | 0.02% | +4,197 | New |
| Pinnacle Bancorp, Inc. | 4,202 | $33.7K | 0.01% | +4,202 | New |
| Huntington National Bank | – | $36.0K | 0.00% | – | New |
| Hazlett, Burt & Watson, Inc. | 4,828 | $39.0K | 0.02% | +249+5.4% | Added |
| Whittier Trust Co of Nevada Inc | 4,943 | $39.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6,734 | $54.0K | 0.00% | +2,834+72.7% | Added |
| Strategic Wealth Partners, Ltd. | 7,908 | $63.4K | 0.00% | +7,908 | New |
| Jones Financial Companies LLLP | 8,040 | $64.3K | 0.00% | +8,034+133,900.0% | Added |
| NBC Securities, Inc. | 8,135 | $65.0K | 0.01% | −105−1.3% | Reduced |
| CWM, LLC | 8,491 | $68.0K | 0.00% | +12+0.1% | Added |
| Ameriflex Group, Inc. | 9,016 | $71.9K | 0.04% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 9,150 | $73.4K | 0.00% | −194−2.1% | Reduced |
| Hollencrest Capital Management | 9,862 | $79.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 9,866 | $79.1K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10,000 | $80.2K | 0.05% | 00.0% | Unchanged |
| Philip James Wealth Mangement, LLC | 10,000 | $80.2K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 10,009 | $80.3K | 0.03% | +10,009 | New |
| Ellis Investment Partners, LLC | 10,060 | $80.7K | 0.02% | −3,115−23.6% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 10,000 | $80.7K | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,073 | $80.8K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 10,162 | $81.5K | 0.01% | +10,162 | New |
| Anchor Investment Management, LLC | 10,733 | $86.1K | 0.01% | +46+0.4% | Added |
| Certified Advisory Corp | 10,850 | $87.0K | 0.01% | +203+1.9% | Added |
| Quantinno Capital Management LP | 10,952 | $87.8K | 0.00% | +10,952 | New |
| Beacon Pointe Advisors, LLC | 11,059 | $88.7K | 0.00% | −800−6.7% | Reduced |
| Integrated Wealth Concepts LLC | 11,147 | $89.4K | 0.00% | −1,382−11.0% | Reduced |
| Sunpointe, LLC | 11,200 | $90.0K | 0.04% | +11,200 | New |
| Ironsides Asset Advisors, LLC | 11,428 | $91.7K | 0.03% | +11,428 | New |
| Warren Averett Asset Management, LLC | 11,512 | $92.3K | 0.00% | +11,512 | New |
| LifeSteps Financial, Inc. | 11,520 | $92.4K | 0.06% | 00.0% | Unchanged |
| Accredited Investor Services, LLC | 11,610 | $93.1K | 0.07% | −401−3.3% | Reduced |
| Green Square Capital Advisors LLC | 11,653 | $93.5K | 0.01% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 11,627 | $94.0K | 0.04% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 11,833 | $94.9K | 0.01% | −657−5.3% | Reduced |
| Aspire Growth Partners LLC | 11,872 | $95.2K | 0.08% | +99+0.8% | Added |
| Pathway Financial Advisers, LLC | 11,964 | $96.0K | 0.03% | +116+1.0% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,000 | $96.7K | 0.04% | 00.0% | Unchanged |
| Coastline Trust Co | 12,143 | $97.4K | 0.01% | 00.0% | Unchanged |
| Northstar Financial Companies, Inc. | 12,475 | $100.0K | 0.10% | −23,312−65.1% | Reduced |
| Creative Planning | 12,482 | $100.1K | 0.00% | +1,507+13.7% | Added |
| Baker Avenue Asset Management, LP | 12,500 | $100.3K | 0.00% | +12,500 | New |
| Farther Finance Advisors, LLC | 12,542 | $100.6K | 0.00% | +145+1.2% | Added |
| SFE Investment Counsel | 12,816 | $102.8K | 0.02% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 12,855 | $103.1K | 0.04% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 12,910 | $103.5K | 0.00% | +201+1.6% | Added |
| MAI Capital Management | 12,972 | $104.0K | 0.00% | +514+4.1% | Added |
| Etesian Wealth Advisors, Inc. | 13,000 | $104.3K | 0.04% | −1,000−7.1% | Reduced |
| 180 Wealth Advisors, LLC | 13,069 | $104.8K | 0.01% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 13,127 | $105.0K | 0.05% | +13,127 | New |
| Gerber Kawasaki Wealth & Investment Management | 13,159 | $105.5K | 0.00% | +110+0.8% | Added |
| Founders Financial Alliance, LLC | 13,208 | $105.9K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 13,284 | $106.5K | 0.03% | +52+0.4% | Added |
| Perigon Wealth Management, LLC | 13,312 | $106.8K | 0.00% | +1,010+8.2% | Added |
| Tradition Wealth Management, LLC | 13,369 | $107.2K | 0.01% | 00.0% | Unchanged |
| Valley Brook Capital Group | 13,489 | $108.2K | 0.08% | 00.0% | Unchanged |
| VeraBank, N.A. | 13,658 | $109.5K | 0.02% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 13,695 | $109.8K | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 13,843 | $111.0K | 0.00% | −988−6.7% | Reduced |