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 |
|---|---|---|---|---|---|
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $443.3K | 0.14% | 00.0% | Unchanged |
| Umb Bank N A | 55,993 | $449.1K | 0.01% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 58,444 | $468.7K | 0.06% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 61,919 | $496.6K | 0.04% | +10,694+20.9% | Added |
| Rockefeller Capital Management L.P. | 62,643 | $502.4K | 0.00% | +62,643 | New |
| Principal Securities, Inc. | 64,370 | $516.3K | 0.01% | −6,771−9.5% | Reduced |
| Centurion Wealth Management LLC | 68,529 | $549.6K | 0.16% | −849−1.2% | Reduced |
| Stolper Co | 69,231 | $555.0K | 0.18% | +2,584+3.9% | Added |
| Rothschild Investment LLC | 69,400 | $556.6K | 0.03% | −358,119−83.8% | Reduced |
| 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 |
| RVW Wealth, LLC | 70,922 | $568.8K | 0.05% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 72,055 | $577.9K | 0.02% | +169+0.2% | Added |
| Mission Hills Financial Advisory, LLC | 73,305 | $587.9K | 0.36% | +58,320+389.2% | Added |
| Wedbush Securities Inc | 73,289 | $588.0K | 0.02% | −2,898−3.8% | Reduced |
| Accel Wealth Management | 73,416 | $588.8K | 0.20% | +346+0.5% | Added |
| Diversify Wealth Management, LLC | 73,000 | $589.1K | 0.04% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 77,543 | $621.9K | 0.01% | −6,779−8.0% | Reduced |
| Independent Financial Group, LLC | 79,435 | $637.1K | 0.02% | +3,524+4.6% | Added |
| Marino, Stram & Associates LLC | 86,571 | $694.3K | 0.14% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 87,915 | $705.1K | 0.07% | +5,357+6.5% | Added |
| Readystate Asset Management LP | 88,024 | $706.0K | 0.03% | +88,024 | New |
| Mariner, LLC | 89,081 | $714.4K | 0.00% | +11,753+15.2% | Added |
| Shulman DeMeo Asset Management LLC | 89,471 | $717.6K | 0.18% | −183−0.2% | Reduced |
| E&G Advisors, LP | 90,550 | $724.7K | 0.19% | −1,300−1.4% | Reduced |
| Spire Wealth Management | 92,669 | $743.2K | 0.03% | +24,273+35.5% | Added |
| Linscomb & Williams, Inc. | 97,000 | $777.9K | 0.04% | +97,000 | New |
| Melfa Wealth Management, LLC | 97,230 | $779.8K | 0.49% | −2,537−2.5% | Reduced |
| Palogic Value Management, L.P. | 100,317 | $804.5K | 0.34% | −988−1.0% | Reduced |
| Cary Street Partners Financial LLC | 102,362 | $820.9K | 0.02% | −550−0.5% | Reduced |
| AlphaCore Capital LLC | 102,959 | $832.6K | 0.03% | +9,406+10.1% | Added |
| Advisory Services Network, LLC | 108,730 | $877.5K | 0.01% | −14,559−11.8% | Reduced |
| Triumph Capital Management | 110,974 | $890.0K | 0.27% | +10,060+10.0% | Added |
| Samalin Investment Counsel, LLC | 114,822 | $920.9K | 0.35% | +4,248+3.8% | Added |
| HighTower Advisors, LLC | 129,078 | $1.04M | 0.00% | −65,850−33.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 142,246 | $1.14M | 0.01% | +6,387+4.7% | Added |
| Private Advisor Group, LLC | 145,556 | $1.17M | 0.01% | −12,195−7.7% | Reduced |
| Kestra Advisory Services, LLC | 159,139 | $1.28M | 0.01% | +26,551+20.0% | Added |
| Thrivent Financial for Lutherans | 161,712 | $1.30M | 0.00% | −10,000−5.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 172,897 | $1.39M | 0.01% | +65,744+61.4% | Added |
| Wealthspire Advisors, LLC | 193,045 | $1.55M | 0.01% | +193,045 | New |
| Geneos Wealth Management Inc. | 208,255 | $1.67M | 0.04% | +19,412+10.3% | Added |
| Sanctuary Advisors, LLC | 219,781 | $1.76M | 0.01% | +577+0.3% | Added |
| MSH Capital Advisors LLC | 220,453 | $1.77M | 0.51% | +19,358+9.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 220,727 | $1.79M | 0.00% | +72,910+49.3% | Added |
| CoreCap Advisors, LLC | 237,784 | $1.91M | 0.08% | −775−0.3% | Reduced |
| Davenport & Co LLC | 248,714 | $1.99M | 0.01% | −3,571−1.4% | Reduced |
| Fiera Capital Corp | 269,309 | $2.16M | 0.01% | −6,570−2.4% | Reduced |
| Wealth Advisory Solutions, LLC | 274,632 | $2.20M | 0.56% | +30,549+12.5% | Added |
| GWM Advisors LLC | 278,520 | $2.23M | 0.01% | +10,341+3.9% | Added |
| First Trust Advisors LP | 281,887 | $2.26M | 0.00% | +7,320+2.7% | Added |
| Prelude Capital Management, LLC | 300,000 | $2.41M | 0.23% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 308,490 | $2.47M | 0.00% | +21,106+7.3% | Added |
| Ibex Wealth Advisors | 314,819 | $2.52M | 0.27% | +2,212+0.7% | Added |
| Capital Investment Advisors, LLC | 339,215 | $2.72M | 0.05% | −12,603−3.6% | Reduced |
| Chicago Partners Investment Group LLC | 347,690 | $2.79M | 0.08% | +21,189+6.5% | Added |
| Smith Asset Management Co., LLC | 353,052 | $2.83M | 2.44% | −4,201−1.2% | Reduced |
| Campbell Capital Management Inc | 381,038 | $3.06M | 1.19% | −3,955−1.0% | Reduced |
| Lido Advisors, LLC | 398,064 | $3.22M | 0.02% | −3,169−0.8% | Reduced |
| Protective Life Corp | 440,000 | $3.53M | 100.00% | 00.0% | Unchanged |
| Thoma Capital Management LLC | 446,090 | $3.58M | 2.28% | +2,323+0.5% | Added |
| Fca Corp | 454,604 | $3.65M | 1.09% | +17,091+3.9% | Added |
| Cetera Investment Advisers | 470,523 | $3.77M | 0.01% | +8,053+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 471,113 | $3.78M | 0.01% | −10,598−2.2% | Reduced |
| Truist Financial Corp | 498,856 | $4.00M | 0.01% | +174,359+53.7% | Added |
| Stratos Wealth Partners, LTD. | 511,842 | $4.10M | 0.06% | +8,364+1.7% | Added |
| Moors & Cabot, Inc. | 565,388 | $4.53M | 0.21% | +33,765+6.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 570,516 | $4.58M | 0.18% | −166,874−22.6% | Reduced |
| Janney Montgomery Scott LLC | 571,517 | $4.58M | 0.01% | +29,672+5.5% | Added |
| Stifel Financial Corp | 598,489 | $4.80M | 0.00% | −31,309−5.0% | Reduced |
| Ameriprise Financial Inc | 611,388 | $4.90M | 0.00% | +103,503+20.4% | Added |
| Penserra Capital Management LLC | 693,605 | $5.56M | 0.08% | +20,503+3.0% | Added |
| Cohen & Steers, Inc. | 785,251 | $6.30M | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 799,968 | $6.42M | 0.00% | +53,050+7.1% | Added |
| Cerity Partners LLC | 968,109 | $7.76M | 0.01% | +185,622+23.7% | Added |
| Greatmark Investment Partners, Inc. | 1,011,715 | $8.11M | 1.02% | +13,150+1.3% | Added |
| Advisors Asset Management, Inc. | 1,036,282 | $8.31M | 0.15% | −21,674−2.0% | Reduced |
| Captrust Financial Advisors | 1,092,658 | $8.76M | 0.02% | +89,424+8.9% | Added |
| Advisor Group Holdings, Inc. | 1,137,158 | $9.12M | 0.02% | +171,762+17.8% | Added |
| Sit Investment Associates Inc | 1,196,141 | $9.59M | 0.20% | −2,909,854−70.9% | Reduced |
| Guggenheim Capital LLC | 1,655,758 | $13.3M | 0.11% | +204,635+14.1% | Added |
| LPL Financial LLC | 1,898,223 | $15.2M | 0.01% | −479,953−20.2% | Reduced |
| Commonwealth Equity Services, LLC | 2,366,589 | $19.0M | 0.03% | +82,198+3.6% | Added |
| Invesco Ltd. | 2,951,656 | $23.7M | 0.00% | +21,705+0.7% | Added |
| Raymond James Financial Inc | 3,456,317 | $27.7M | 0.01% | +116,415+3.5% | Added |
| Wells Fargo & Company | 3,761,396 | $30.2M | 0.01% | +198,445+5.6% | Added |
| UBS Group AG | 4,198,535 | $33.7M | 0.01% | −221,942−5.0% | Reduced |
| Bank of America Corp | 4,201,219 | $33.7M | 0.00% | +103,969+2.5% | Added |
| Morgan Stanley | 6,886,989 | $55.2M | 0.00% | +106,206+1.6% | Added |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −252,300−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −225,212−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −55,308−100.0% | Sold out |
| Planning Directions Inc | 0 | $0 | 0.00% | −45,549−100.0% | Sold out |
| James Investment Research Inc | 0 | $0 | 0.00% | −36,500−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −29,807−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −28,477−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −19,768−100.0% | Sold out |
| Modern Wealth Management, LLC | 0 | $0 | 0.00% | −13,407−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −13,264−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −12,541−100.0% | Sold out |