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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 13,992 | $112.2K | 0.00% | +13,992 | New |
| Beacon Capital Management, LLC | 14,258 | $114.3K | 0.02% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 14,147 | $114.5K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 14,492 | $116.2K | 0.04% | −255−1.7% | Reduced |
| TCFG Wealth Management, LLC | 14,525 | $116.5K | 0.05% | 00.0% | Unchanged |
| Post Resch Tallon Group Inc. | 14,560 | $116.8K | 0.11% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 14,574 | $116.9K | 0.00% | +734+5.3% | Added |
| Change Path, LLC | 14,602 | $117.1K | 0.00% | −319−2.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 14,602 | $117.1K | 0.00% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 14,843 | $119.0K | 0.01% | +3,000+25.3% | Added |
| Belpointe Asset Management LLC | 14,964 | $120.0K | 0.01% | −1,582−9.6% | Reduced |
| Argentarii, LLC | 15,073 | $120.9K | 0.06% | −84−0.6% | Reduced |
| Beacon Financial Group | 15,322 | $122.9K | 0.01% | +339+2.3% | Added |
| Stonegate Investment Group, LLC | 15,488 | $124.2K | 0.00% | −500−3.1% | Reduced |
| SRS Capital Advisors, Inc. | 15,593 | $125.1K | 0.01% | +15,593 | New |
| Elevate Capital Advisors, LLC | 15,691 | $125.8K | 0.10% | +391+2.6% | Added |
| MKT Advisors LLC | 15,560 | $125.9K | 0.05% | −501−3.1% | Reduced |
| Tyche Wealth Partners LLC | 15,726 | $126.1K | 0.03% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 15,899 | $127.5K | 0.00% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 15,926 | $127.7K | 0.01% | +15,926 | New |
| PFG Investments, LLC | 15,949 | $127.9K | 0.01% | +3,030+23.5% | Added |
| CI Private Wealth, LLC | 16,531 | $132.6K | 0.00% | −4,205−20.3% | Reduced |
| EverSource Wealth Advisors, LLC | 16,645 | $133.5K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 16,700 | $133.9K | 0.01% | +6,300+60.6% | Added |
| Clearstead Advisors, LLC | 16,917 | $135.7K | 0.00% | +522+3.2% | Added |
| Baird Financial Group, Inc. | 17,356 | $139.2K | 0.00% | +750+4.5% | Added |
| Allworth Financial LP | 17,661 | $141.6K | 0.00% | +9,096+106.2% | Added |
| Shufro Rose & Co LLC | 18,373 | $146.3K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 18,299 | $148.0K | 0.00% | +458+2.6% | Added |
| J. L. Bainbridge & Co., Inc. | 18,991 | $152.3K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 19,449 | $156.0K | 0.01% | +17+0.1% | Added |
| PSI Advisors, LLC | 19,669 | $157.7K | 0.08% | +242+1.2% | Added |
| Waterfront Wealth Inc. | 19,790 | $158.7K | 0.04% | +11+0.1% | Added |
| Kingstone Capital Partners Texas, LLC | 19,818 | $159.0K | 0.10% | +1,220+6.6% | Added |
| WealthTrust Axiom LLC | 19,879 | $159.4K | 0.05% | 00.0% | Unchanged |
| TSFG, LLC | 20,222 | $162.0K | 0.03% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 20,458 | $164.1K | 0.00% | +1,634+8.7% | Added |
| Sage Capital Management, LLC | 20,500 | $164.4K | 0.08% | −4,000−16.3% | Reduced |
| Atria Wealth Solutions, Inc. | 20,922 | $169.8K | 0.00% | −63,159−75.1% | Reduced |
| Coastal Investment Advisors, Inc. | 21,214 | $170.1K | 0.07% | +370+1.8% | Added |
| Clifford Swan Investment Counsel LLC | 21,424 | $171.8K | 0.01% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 21,511 | $172.5K | 0.01% | 00.0% | Unchanged |
| Burney Co | 21,710 | $174.1K | 0.01% | −13,144−37.7% | Reduced |
| Apollon Wealth Management, LLC | 22,175 | $177.8K | 0.00% | +330+1.5% | Added |
| Glass Jacobson Investment Advisors llc | 22,462 | $180.1K | 0.07% | −1,460−6.1% | Reduced |
| International Private Wealth Advisors LLC | 23,129 | $185.5K | 0.16% | +540+2.4% | Added |
| Snowden Capital Advisors LLC | 23,207 | $187.9K | 0.01% | −2,972−11.4% | Reduced |
| Berger Financial Group, Inc | 23,711 | $190.2K | 0.01% | +428+1.8% | Added |
| Catalina Capital Group, LLC | 24,437 | $196.0K | 0.13% | 00.0% | Unchanged |
| Keybank National Association | 24,921 | $199.9K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 24,913 | $200.0K | 0.00% | −1,307−5.0% | Reduced |
| Pathstone Holdings, LLC | 25,000 | $200.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 25,561 | $205.0K | 0.12% | 00.0% | Unchanged |
| Penbrook Management LLC | 25,710 | $206.2K | 0.16% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 25,746 | $206.5K | 0.00% | +10,156+65.1% | Added |
| Summit Financial, LLC | 26,404 | $213.5K | 0.00% | +26,404 | New |
| Whittier Trust Co | 27,043 | $216.9K | 0.00% | −1,161−4.1% | Reduced |
| J.W. Cole Advisors, Inc. | 27,106 | $217.4K | 0.00% | +5,786+27.1% | Added |
| Caldwell Sutter Capital, Inc. | 27,144 | $217.7K | 0.10% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 27,439 | $220.1K | 0.04% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 28,250 | $226.6K | 0.00% | 00.0% | Unchanged |
| MML Investors Services, LLC | 29,156 | $234.0K | 0.00% | +12,156+71.5% | Added |
| Prairie Wealth Advisors, Inc. | 29,041 | $234.8K | 0.10% | −1,160−3.8% | Reduced |
| Advisor OS, LLC | 29,494 | $236.5K | 0.02% | +130+0.4% | Added |
| Bank of New York Mellon Corp | 29,581 | $237.2K | 0.00% | −79−0.3% | Reduced |
| Mercer Global Advisors Inc | 30,861 | $247.5K | 0.00% | −6,833−18.1% | Reduced |
| Private Trust Co NA | 31,148 | $249.8K | 0.02% | +1,861+6.4% | Added |
| Uptown Financial Advisors LLC | 31,600 | $253.4K | 0.24% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 32,639 | $261.8K | 0.03% | −651−2.0% | Reduced |
| Concurrent Investment Advisors, LLC | 34,531 | $276.9K | 0.01% | +1,941+6.0% | Added |
| RSM US Wealth Management LLC | 34,334 | $277.6K | 0.00% | −20−0.1% | Reduced |
| IFG Advisory, LLC | 34,989 | $280.6K | 0.01% | −5,643−13.9% | Reduced |
| Oppenheimer & Co Inc | 36,458 | $292.4K | 0.00% | −3,080−7.8% | Reduced |
| TCG Advisory Services, LLC | 36,774 | $294.9K | 0.01% | −4,123−10.1% | Reduced |
| Wetherby Asset Management Inc | 36,995 | $296.7K | 0.01% | +36,995 | New |
| RMB Capital Management, LLC | 36,816 | $297.5K | 0.01% | +41+0.1% | Added |
| Onyx Financial Advisors, LLC | 37,848 | $303.5K | 0.14% | +25,253+200.5% | Added |
| Kestra Private Wealth Services, LLC | 37,874 | $303.7K | 0.00% | −14,543−27.7% | Reduced |
| Sage Capital Advisors,llc | 41,989 | $336.8K | 0.08% | −4,074−8.8% | Reduced |
| Smith Chas P & Associates Pa Cpas | 42,500 | $340.9K | 0.02% | +25,000+142.9% | Added |
| XTX Topco Ltd | 42,539 | $341.2K | 0.01% | +42,539 | New |
| NWF Advisory Services Inc. | 43,620 | $349.8K | 0.04% | −165−0.4% | Reduced |
| Avantax Advisory Services, Inc. | 43,649 | $350.1K | 0.00% | −824−1.9% | Reduced |
| Investmark Advisory Group LLC | 43,688 | $350.4K | 0.16% | +156+0.4% | Added |
| Operose Advisors LLC | 44,465 | $356.6K | 0.10% | 00.0% | Unchanged |
| Carson Advisory Inc. | 45,861 | $367.8K | 0.23% | −4,000−8.0% | Reduced |
| Jane Street Group, LLC | 47,315 | $379.5K | 0.00% | +47,315 | New |
| Investors Asset Management of Georgia Inc | 47,750 | $383.0K | 0.18% | +1,500+3.2% | Added |
| One Wealth Capital Management, LLC | 47,965 | $384.7K | 0.18% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 49,682 | $398.5K | 0.00% | −1,414−2.8% | Reduced |
| National Asset Management, Inc. | 49,977 | $400.8K | 0.02% | −17,314−25.7% | Reduced |
| Tectonic Advisors LLC | 50,000 | $401.0K | 0.02% | 00.0% | Unchanged |
| Comerica Bank | 50,420 | $404.4K | 0.00% | −9,897−16.4% | Reduced |
| Harbour Investments, Inc. | 51,076 | $409.6K | 0.01% | 00.0% | Unchanged |
| Live Oak Private Wealth LLC | 51,460 | $412.7K | 0.06% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 51,542 | $413.4K | 0.01% | +4,558+9.7% | Added |
| Gridiron Partners, LLC | 52,969 | $424.8K | 0.26% | 00.0% | Unchanged |
| StoneX Group Inc. | 53,114 | $429.2K | 0.02% | +2,334+4.6% | Added |
| Ameritas Advisory Services, LLC | 54,151 | $434.3K | 0.02% | +3,975+7.9% | Added |
| Shaker Financial Services, LLC | 54,700 | $442.3K | 0.16% | +1,700+3.2% | Added |