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