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 |
|---|---|---|---|---|---|
| One Wealth Capital Management, LLC | 47,965 | $384.7K | 0.18% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 47,750 | $383.0K | 0.18% | +1,500+3.2% | Added |
| Jane Street Group, LLC | 47,315 | $379.5K | 0.00% | +47,315 | New |
| Carson Advisory Inc. | 45,861 | $367.8K | 0.23% | −4,000−8.0% | Reduced |
| Operose Advisors LLC | 44,465 | $356.6K | 0.10% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 43,688 | $350.4K | 0.16% | +156+0.4% | Added |
| Avantax Advisory Services, Inc. | 43,649 | $350.1K | 0.00% | −824−1.9% | Reduced |
| NWF Advisory Services Inc. | 43,620 | $349.8K | 0.04% | −165−0.4% | Reduced |
| XTX Topco Ltd | 42,539 | $341.2K | 0.01% | +42,539 | New |
| Smith Chas P & Associates Pa Cpas | 42,500 | $340.9K | 0.02% | +25,000+142.9% | Added |
| Sage Capital Advisors,llc | 41,989 | $336.8K | 0.08% | −4,074−8.8% | Reduced |
| Kestra Private Wealth Services, LLC | 37,874 | $303.7K | 0.00% | −14,543−27.7% | Reduced |
| Onyx Financial Advisors, LLC | 37,848 | $303.5K | 0.14% | +25,253+200.5% | Added |
| RMB Capital Management, LLC | 36,816 | $297.5K | 0.01% | +41+0.1% | Added |
| Wetherby Asset Management Inc | 36,995 | $296.7K | 0.01% | +36,995 | New |
| TCG Advisory Services, LLC | 36,774 | $294.9K | 0.01% | −4,123−10.1% | Reduced |
| Oppenheimer & Co Inc | 36,458 | $292.4K | 0.00% | −3,080−7.8% | Reduced |
| IFG Advisory, LLC | 34,989 | $280.6K | 0.01% | −5,643−13.9% | Reduced |
| RSM US Wealth Management LLC | 34,334 | $277.6K | 0.00% | −20−0.1% | Reduced |
| Concurrent Investment Advisors, LLC | 34,531 | $276.9K | 0.01% | +1,941+6.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 32,639 | $261.8K | 0.03% | −651−2.0% | Reduced |
| Uptown Financial Advisors LLC | 31,600 | $253.4K | 0.24% | 00.0% | Unchanged |
| Private Trust Co NA | 31,148 | $249.8K | 0.02% | +1,861+6.4% | Added |
| Mercer Global Advisors Inc | 30,861 | $247.5K | 0.00% | −6,833−18.1% | Reduced |
| Bank of New York Mellon Corp | 29,581 | $237.2K | 0.00% | −79−0.3% | Reduced |
| Advisor OS, LLC | 29,494 | $236.5K | 0.02% | +130+0.4% | Added |
| Prairie Wealth Advisors, Inc. | 29,041 | $234.8K | 0.10% | −1,160−3.8% | Reduced |
| MML Investors Services, LLC | 29,156 | $234.0K | 0.00% | +12,156+71.5% | Added |
| Horizon Kinetics Asset Management LLC | 28,250 | $226.6K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 27,439 | $220.1K | 0.04% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 27,144 | $217.7K | 0.10% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 27,106 | $217.4K | 0.00% | +5,786+27.1% | Added |
| Whittier Trust Co | 27,043 | $216.9K | 0.00% | −1,161−4.1% | Reduced |
| Summit Financial, LLC | 26,404 | $213.5K | 0.00% | +26,404 | New |
| Merit Financial Group, LLC | 25,746 | $206.5K | 0.00% | +10,156+65.1% | Added |
| Penbrook Management LLC | 25,710 | $206.2K | 0.16% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 25,561 | $205.0K | 0.12% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 25,000 | $200.5K | 0.00% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 24,913 | $200.0K | 0.00% | −1,307−5.0% | Reduced |
| Keybank National Association | 24,921 | $199.9K | 0.00% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 24,437 | $196.0K | 0.13% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 23,711 | $190.2K | 0.01% | +428+1.8% | Added |
| Snowden Capital Advisors LLC | 23,207 | $187.9K | 0.01% | −2,972−11.4% | Reduced |
| International Private Wealth Advisors LLC | 23,129 | $185.5K | 0.16% | +540+2.4% | Added |
| Glass Jacobson Investment Advisors llc | 22,462 | $180.1K | 0.07% | −1,460−6.1% | Reduced |
| Apollon Wealth Management, LLC | 22,175 | $177.8K | 0.00% | +330+1.5% | Added |
| Burney Co | 21,710 | $174.1K | 0.01% | −13,144−37.7% | Reduced |
| Wesbanco Bank Inc | 21,511 | $172.5K | 0.01% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 21,424 | $171.8K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 21,214 | $170.1K | 0.07% | +370+1.8% | Added |
| Atria Wealth Solutions, Inc. | 20,922 | $169.8K | 0.00% | −63,159−75.1% | Reduced |
| Sage Capital Management, LLC | 20,500 | $164.4K | 0.08% | −4,000−16.3% | Reduced |
| D.A. Davidson & Co. | 20,458 | $164.1K | 0.00% | +1,634+8.7% | Added |
| TSFG, LLC | 20,222 | $162.0K | 0.03% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 19,879 | $159.4K | 0.05% | 00.0% | Unchanged |
| Kingstone Capital Partners Texas, LLC | 19,818 | $159.0K | 0.10% | +1,220+6.6% | Added |
| Waterfront Wealth Inc. | 19,790 | $158.7K | 0.04% | +11+0.1% | Added |
| PSI Advisors, LLC | 19,669 | $157.7K | 0.08% | +242+1.2% | Added |
| Ausdal Financial Partners, Inc. | 19,449 | $156.0K | 0.01% | +17+0.1% | Added |
| J. L. Bainbridge & Co., Inc. | 18,991 | $152.3K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 18,299 | $148.0K | 0.00% | +458+2.6% | Added |
| Shufro Rose & Co LLC | 18,373 | $146.3K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 17,661 | $141.6K | 0.00% | +9,096+106.2% | Added |
| Baird Financial Group, Inc. | 17,356 | $139.2K | 0.00% | +750+4.5% | Added |
| Clearstead Advisors, LLC | 16,917 | $135.7K | 0.00% | +522+3.2% | Added |
| Jacobi Capital Management LLC | 16,700 | $133.9K | 0.01% | +6,300+60.6% | Added |
| EverSource Wealth Advisors, LLC | 16,645 | $133.5K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 16,531 | $132.6K | 0.00% | −4,205−20.3% | Reduced |
| PFG Investments, LLC | 15,949 | $127.9K | 0.01% | +3,030+23.5% | Added |
| Advance Capital Management, Inc. | 15,926 | $127.7K | 0.01% | +15,926 | New |
| Alpha Cubed Investments, LLC | 15,899 | $127.5K | 0.00% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 15,726 | $126.1K | 0.03% | 00.0% | Unchanged |
| MKT Advisors LLC | 15,560 | $125.9K | 0.05% | −501−3.1% | Reduced |
| Elevate Capital Advisors, LLC | 15,691 | $125.8K | 0.10% | +391+2.6% | Added |
| SRS Capital Advisors, Inc. | 15,593 | $125.1K | 0.01% | +15,593 | New |
| Stonegate Investment Group, LLC | 15,488 | $124.2K | 0.00% | −500−3.1% | Reduced |
| Beacon Financial Group | 15,322 | $122.9K | 0.01% | +339+2.3% | Added |
| Argentarii, LLC | 15,073 | $120.9K | 0.06% | −84−0.6% | Reduced |
| Belpointe Asset Management LLC | 14,964 | $120.0K | 0.01% | −1,582−9.6% | Reduced |
| Kovack Advisors, Inc. | 14,843 | $119.0K | 0.01% | +3,000+25.3% | Added |
| U.S. Capital Wealth Advisors, LLC | 14,602 | $117.1K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 14,602 | $117.1K | 0.00% | −319−2.1% | Reduced |
| Fisher Asset Management, LLC | 14,574 | $116.9K | 0.00% | +734+5.3% | Added |
| Post Resch Tallon Group Inc. | 14,560 | $116.8K | 0.11% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 14,525 | $116.5K | 0.05% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 14,492 | $116.2K | 0.04% | −255−1.7% | Reduced |
| SageView Advisory Group, LLC | 14,147 | $114.5K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 14,258 | $114.3K | 0.02% | 00.0% | Unchanged |
| Brookstone Capital Management | 13,992 | $112.2K | 0.00% | +13,992 | New |
| Ieq Capital, LLC | 13,843 | $111.0K | 0.00% | −988−6.7% | Reduced |
| Parsons Capital Management Inc | 13,695 | $109.8K | 0.01% | 00.0% | Unchanged |
| VeraBank, N.A. | 13,658 | $109.5K | 0.02% | 00.0% | Unchanged |
| Valley Brook Capital Group | 13,489 | $108.2K | 0.08% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 13,369 | $107.2K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 13,312 | $106.8K | 0.00% | +1,010+8.2% | Added |
| Beacon Financial Advisory LLC | 13,284 | $106.5K | 0.03% | +52+0.4% | Added |
| Founders Financial Alliance, LLC | 13,208 | $105.9K | 0.02% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 13,159 | $105.5K | 0.00% | +110+0.8% | Added |
| Johnson & White Wealth Management, LLC | 13,127 | $105.0K | 0.05% | +13,127 | New |
| 180 Wealth Advisors, LLC | 13,069 | $104.8K | 0.01% | 00.0% | Unchanged |