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, Q3 2025
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Sep 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
- 314
- +29 vs. Q2 2025
- Shares held
- 67.6M
- +8.76M (+14.9%) vs. Q2 2025
- Total value
- $540.7M
- +$69.0M (+14.6%) vs. Q2 2025
- New holders
- 45
- 120 more added
- Sold out
- 16
- 58 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 7,445,312 | $61.1M | 0.00% | +558,323+8.1% | Added |
| Wells Fargo & Company | 4,495,530 | $36.9M | 0.01% | +734,134+19.5% | Added |
| Bank of America Corp | 4,381,849 | $35.9M | 0.00% | +180,630+4.3% | Added |
| UBS Group AG | 4,184,723 | $34.3M | 0.01% | −13,812−0.3% | Reduced |
| Raymond James Financial Inc | 3,479,392 | $28.5M | 0.01% | +23,075+0.7% | Added |
| Invesco Ltd. | 3,020,882 | $24.8M | 0.00% | +69,226+2.3% | Added |
| LPL Financial LLC | 2,235,019 | $18.3M | 0.01% | +336,796+17.7% | Added |
| Guggenheim Capital LLC | 1,905,196 | $15.6M | 0.12% | +249,438+15.1% | Added |
| Commonwealth Equity Services, LLC | 1,873,917 | $15.4M | 0.02% | −492,672−20.8% | Reduced |
| Advisor Group Holdings, Inc. | 1,207,173 | $9.77M | 0.01% | +70,015+6.2% | Added |
| Captrust Financial Advisors | 1,167,349 | $9.57M | 0.02% | +74,691+6.8% | Added |
| Royal Bank of Canada | 1,115,379 | $9.15M | 0.00% | +315,411+39.4% | Added |
| Janney Montgomery Scott LLC | 1,106,638 | $9.07M | 0.02% | +535,121+93.6% | Added |
| Truist Financial Corp | 1,028,129 | $8.43M | 0.01% | +529,273+106.1% | Added |
| Advisors Asset Management, Inc. | 1,018,506 | $8.35M | 0.14% | −17,776−1.7% | Reduced |
| Greatmark Investment Partners, Inc. | 1,006,905 | $8.26M | 0.99% | −4,810−0.5% | Reduced |
| We Are One Seven, LLC | 998,699 | $8.19M | 0.19% | +998,699 | New |
| Cerity Partners LLC | 998,542 | $8.19M | 0.01% | +30,433+3.1% | Added |
| Smith Asset Management Co., LLC | 944,134 | $7.74M | 6.59% | +591,082+167.4% | Added |
| Penserra Capital Management LLC | 836,745 | $6.86M | 0.08% | +143,140+20.6% | Added |
| Cohen & Steers, Inc. | 785,251 | $6.44M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 760,935 | $6.24M | 0.00% | +149,547+24.5% | Added |
| Cetera Investment Advisers | 621,071 | $5.09M | 0.01% | +150,548+32.0% | Added |
| Envestnet Asset Management Inc | 577,429 | $4.73M | 0.00% | +268,939+87.2% | Added |
| Moors & Cabot, Inc. | 537,988 | $4.41M | 0.19% | −27,400−4.8% | Reduced |
| Sit Investment Associates Inc | 529,686 | $4.34M | 0.09% | −666,455−55.7% | Reduced |
| Chicago Partners Investment Group LLC | 532,503 | $4.34M | 0.11% | +184,813+53.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 511,302 | $4.19M | 0.15% | −59,214−10.4% | Reduced |
| Stratos Wealth Partners, LTD. | 509,852 | $4.18M | 0.05% | −1,990−0.4% | Reduced |
| Fca Corp | 473,561 | $3.88M | 1.08% | +18,957+4.2% | Added |
| Stifel Financial Corp | 467,628 | $3.83M | 0.00% | −130,861−21.9% | Reduced |
| Lido Advisors, LLC | 454,537 | $3.75M | 0.02% | +56,473+14.2% | Added |
| Cambridge Investment Research Advisors, Inc. | 456,630 | $3.74M | 0.01% | −14,483−3.1% | Reduced |
| Protective Life Corp | 440,000 | $3.61M | 100.00% | 00.0% | Unchanged |
| Thoma Capital Management LLC | 433,571 | $3.56M | 2.04% | −12,519−2.8% | Reduced |
| Kestra Advisory Services, LLC | 419,141 | $3.44M | 0.02% | +260,002+163.4% | Added |
| Campbell Capital Management Inc | 352,416 | $2.89M | 1.11% | −28,622−7.5% | Reduced |
| Capital Investment Advisors, LLC | 336,171 | $2.76M | 0.05% | −3,044−0.9% | Reduced |
| GWM Advisors LLC | 329,703 | $2.70M | 0.01% | +51,183+18.4% | Added |
| Ibex Wealth Advisors | 316,087 | $2.59M | 0.25% | +1,268+0.4% | Added |
| Sanctuary Advisors, LLC | 313,737 | $2.57M | 0.01% | +93,956+42.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 306,017 | $2.51M | 0.00% | +85,290+38.6% | Added |
| Prelude Capital Management, LLC | 300,000 | $2.46M | 0.19% | 00.0% | Unchanged |
| Fiera Capital Corp | 276,567 | $2.27M | 0.01% | +7,258+2.7% | Added |
| Wealth Advisory Solutions, LLC | 274,382 | $2.25M | 0.55% | −250−0.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 258,868 | $2.12M | 0.01% | +85,971+49.7% | Added |
| MSH Capital Advisors LLC | 253,766 | $2.08M | 0.56% | +33,313+15.1% | Added |
| Davenport & Co LLC | 250,423 | $2.05M | 0.01% | +1,709+0.7% | Added |
| First Trust Advisors LP | 236,904 | $1.94M | 0.00% | −44,983−16.0% | Reduced |
| CoreCap Advisors, LLC | 231,012 | $1.89M | 0.07% | −6,772−2.8% | Reduced |
| Wealthspire Advisors, LLC | 226,486 | $1.86M | 0.01% | +33,441+17.3% | Added |
| Geneos Wealth Management Inc. | 195,356 | $1.60M | 0.04% | −12,899−6.2% | Reduced |
| Readystate Asset Management LP | 179,162 | $1.47M | 0.07% | +91,138+103.5% | Added |
| E&G Advisors, LP | 167,236 | $1.37M | 0.32% | +76,686+84.7% | Added |
| Thrivent Financial for Lutherans | 161,712 | $1.33M | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 156,103 | $1.28M | 0.01% | +10,547+7.2% | Added |
| Sowell Financial Services LLC | 155,277 | $1.27M | 0.05% | +155,277 | New |
| Wiley Bros.-Aintree Capital, LLC | 141,154 | $1.16M | 0.01% | −1,092−0.8% | Reduced |
| Cornerstone Advisory, LLC | 132,318 | $1.09M | 0.11% | +132,318 | New |
| HighTower Advisors, LLC | 130,059 | $1.07M | 0.00% | +981+0.8% | Added |
| Cary Street Partners Financial LLC | 127,028 | $1.04M | 0.03% | +24,666+24.1% | Added |
| Samalin Investment Counsel, LLC | 120,369 | $987.0K | 0.34% | +5,547+4.8% | Added |
| Wedbush Securities Inc | 119,215 | $978.0K | 0.03% | +45,926+62.7% | Added |
| J.W. Cole Advisors, Inc. | 118,918 | $975.1K | 0.02% | +91,812+338.7% | Added |
| Jane Street Group, LLC | 115,326 | $945.7K | 0.00% | +68,011+143.7% | Added |
| Wealthcare Advisory Partners LLC | 112,721 | $924.3K | 0.02% | +35,178+45.4% | Added |
| Citadel Advisors LLC | 111,662 | $915.6K | 0.00% | +111,662 | New |
| Advisory Services Network, LLC | 109,470 | $897.7K | 0.01% | +740+0.7% | Added |
| AlphaCore Capital LLC | 106,866 | $883.2K | 0.03% | +3,907+3.8% | Added |
| Diversify Wealth Management, LLC | 106,881 | $872.1K | 0.05% | +33,881+46.4% | Added |
| Palogic Value Management, L.P. | 100,317 | $822.6K | 0.35% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 97,230 | $797.3K | 0.47% | 00.0% | Unchanged |
| Spire Wealth Management | 89,763 | $736.1K | 0.03% | −2,906−3.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 89,054 | $730.2K | 0.17% | −417−0.5% | Reduced |
| Triumph Capital Management | 87,033 | $713.7K | 0.19% | −23,941−21.6% | Reduced |
| Independent Financial Group, LLC | 86,681 | $710.8K | 0.02% | +7,246+9.1% | Added |
| Marino, Stram & Associates LLC | 86,571 | $709.9K | 0.13% | 00.0% | Unchanged |
| Virtu Financial LLC | 85,144 | $698.0K | 0.04% | +85,144 | New |
| StoneX Group Inc. | 82,830 | $684.6K | 0.03% | +29,716+55.9% | Added |
| Mariner, LLC | 82,511 | $676.6K | 0.00% | −6,570−7.4% | Reduced |
| Harbour Investments, Inc. | 80,866 | $663.1K | 0.02% | +29,790+58.3% | Added |
| RMB Capital Management, LLC | 75,613 | $623.0K | 0.01% | +38,797+105.4% | Added |
| Bramshill Investments, LLC | 75,286 | $617.3K | 0.04% | −12,629−14.4% | Reduced |
| Level Four Advisory Services, LLC | 73,990 | $606.7K | 0.02% | +1,935+2.7% | Added |
| Mission Hills Financial Advisory, LLC | 73,305 | $601.1K | 0.32% | 00.0% | Unchanged |
| Umb Bank N A | 72,492 | $594.4K | 0.01% | +16,499+29.5% | Added |
| Cottage Street Advisors LLC | 71,890 | $589.5K | 0.25% | +71,890 | New |
| RVW Wealth, LLC | 70,922 | $581.6K | 0.05% | 00.0% | Unchanged |
| Accel Wealth Management | 70,665 | $579.5K | 0.17% | −2,751−3.7% | Reduced |
| Anchor Capital Management Group Inc | 70,000 | $574.0K | 0.29% | 00.0% | Unchanged |
| Abel Hall, LLC | 70,000 | $574.0K | 0.23% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 69,074 | $566.4K | 0.32% | +69,074 | New |
| Prospera Financial Services Inc | 69,069 | $566.4K | 0.01% | +17,527+34.0% | Added |
| Rothschild Investment LLC | 68,510 | $561.8K | 0.03% | −890−1.3% | Reduced |
| Centurion Wealth Management LLC | 68,050 | $558.0K | 0.13% | −479−0.7% | Reduced |
| Live Oak Private Wealth LLC | 65,572 | $537.7K | 0.07% | +14,112+27.4% | Added |
| Comerica Bank | 64,649 | $530.1K | 0.00% | +14,229+28.2% | Added |
| Rockefeller Capital Management L.P. | 62,439 | $512.0K | 0.00% | −204−0.3% | Reduced |
| Investors Asset Management of Georgia Inc | 61,250 | $502.3K | 0.21% | +13,500+28.3% | Added |
| International Assets Investment Management, LLC | 61,919 | $500.9K | 0.04% | 00.0% | Unchanged |