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 |
|---|---|---|---|---|---|
| GAMMA Investing LLC | 7 | $57 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 43 | $353 | 0.00% | −378−89.8% | Reduced |
| Pflug Koory, LLC | 66 | $541 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 95 | $779 | 0.00% | +95 | New |
| Parallel Advisors, LLC | 136 | $1.11K | 0.00% | −494−78.4% | Reduced |
| Montag A & Associates Inc | 219 | $1.81K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 247 | $2.02K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 266 | $2.13K | 0.00% | −7,774−96.7% | Reduced |
| Trust Co of Toledo NA | 276 | $2.26K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 300 | $2.46K | 0.00% | +300 | New |
| Wolff Wiese Magana LLC | 350 | $2.87K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 359 | $2.94K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 374 | $3.07K | 0.00% | +374 | New |
| LRI Investments, LLC | 427 | $3.50K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 429 | $3.52K | 0.00% | −500−53.8% | Reduced |
| Darwin Advisors, LLC | 551 | $4.52K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 667 | $5.47K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 669 | $5.49K | 0.00% | −417−38.4% | Reduced |
| Trust Co | 676 | $5.54K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 750 | $6.15K | 0.00% | +750 | New |
| Wealth Preservation Advisors, LLC | 805 | $6.60K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 869 | $7.13K | 0.00% | +869 | New |
| Cape Investment Advisory, Inc. | 941 | $7.72K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 961 | $7.88K | 0.00% | +500+108.5% | Added |
| SWAN Capital LLC | 995 | $8.16K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,028 | $8.43K | 0.00% | +836+435.4% | Added |
| HFM Investment Advisors, LLC | 1,043 | $8.55K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1,092 | $8.99K | 0.01% | +1,092 | New |
| The PNC Financial Services Group, Inc. | 1,154 | $9.46K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,154 | $9.46K | 0.00% | +542+88.6% | Added |
| GHP Investment Advisors, Inc. | 1,229 | $10.1K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,400 | $11.5K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,549 | $12.7K | 0.00% | +34+2.2% | Added |
| Main Street Group, LTD | 1,681 | $13.8K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,999 | $16.4K | 0.00% | +1,999 | New |
| Aventura Private Wealth, LLC | 2,000 | $16.4K | 0.01% | +2,000 | New |
| Ronald Blue Trust, Inc. | 2,398 | $19.7K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 2,479 | $20.3K | 0.01% | +2,479 | New |
| Washington Trust Advisors, Inc. | 2,600 | $21.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,872 | $23.5K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,000 | $24.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3,284 | $26.9K | 0.02% | −243−6.9% | Reduced |
| Financial Consulate, Inc | 3,749 | $30.7K | 0.00% | +3,749 | New |
| Sound Income Strategies, LLC | 3,901 | $32.0K | 0.00% | −2,833−42.1% | Reduced |
| AdvisorNet Financial, Inc | 4,105 | $33.7K | 0.00% | +1,723+72.3% | Added |
| CoreFirst Bank & Trust | 4,197 | $34.4K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4,202 | $34.5K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | – | $36.8K | 0.00% | – | – |
| Hazlett, Burt & Watson, Inc. | 4,887 | $40.0K | 0.01% | +59+1.2% | Added |
| Whittier Trust Co of Nevada Inc | 4,943 | $40.3K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 5,977 | $49.0K | 0.00% | +4,000+202.3% | Added |
| Harbor Investment Advisory, LLC | 6,248 | $51.2K | 0.00% | +6,248 | New |
| CIBC Private Wealth Group, LLC | 6,396 | $52.4K | 0.00% | −2,754−30.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 7,908 | $64.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 8,135 | $66.7K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 8,173 | $67.0K | 0.00% | −318−3.7% | Reduced |
| Pathway Financial Advisers, LLC | 8,771 | $71.9K | 0.02% | −3,193−26.7% | Reduced |
| Hollencrest Capital Management | 9,862 | $80.9K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10,000 | $82.0K | 0.05% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 10,009 | $82.1K | 0.03% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 10,162 | $83.3K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 10,162 | $83.3K | 0.00% | +296+3.0% | Added |
| Ellis Investment Partners, LLC | 10,244 | $84.0K | 0.02% | +184+1.8% | Added |
| Accredited Investor Services, LLC | 10,565 | $86.6K | 0.06% | −1,045−9.0% | Reduced |
| Arkadios Wealth Advisors | 10,687 | $87.6K | 0.00% | +10,687 | New |
| Anchor Investment Management, LLC | 10,779 | $88.4K | 0.01% | +46+0.4% | Added |
| Stock Yards Bank & Trust Co | 10,904 | $89.4K | 0.00% | +10,904 | New |
| Certified Advisory Corp | 11,051 | $90.6K | 0.01% | +201+1.9% | Added |
| Sunpointe, LLC | 11,200 | $92.6K | 0.03% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 11,653 | $93.5K | 0.01% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 11,428 | $93.7K | 0.02% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 11,507 | $94.4K | 0.06% | +11,507 | New |
| LifeSteps Financial, Inc. | 11,520 | $94.5K | 0.06% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 11,627 | $96.1K | 0.03% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 11,833 | $97.0K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,843 | $97.1K | 0.01% | −3,000−20.2% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,000 | $97.7K | 0.03% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 12,000 | $98.4K | 0.00% | −500−4.0% | Reduced |
| Cahaba Wealth Management, Inc. | 12,108 | $99.3K | 0.01% | +12,108 | New |
| Coastline Trust Co | 12,143 | $99.6K | 0.01% | 00.0% | Unchanged |
| Aspire Growth Partners LLC | 12,168 | $99.8K | 0.07% | +296+2.5% | Added |
| Leigh Baldwin & Co., LLC | 12,429 | $101.9K | 0.06% | +12,429 | New |
| Capital Investment Advisory Services, LLC | 12,498 | $102.5K | 0.01% | +12,498 | New |
| Tradition Wealth Management, LLC | 12,677 | $104.0K | 0.01% | −692−5.2% | Reduced |
| SFE Investment Counsel | 12,816 | $105.1K | 0.02% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 12,819 | $105.1K | 0.01% | −250−1.9% | Reduced |
| Smith Shellnut Wilson LLC | 12,855 | $105.4K | 0.04% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 13,000 | $106.6K | 0.04% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 13,000 | $106.6K | 0.07% | +3,000+30.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 13,000 | $106.6K | 0.01% | +13,000 | New |
| Johnson & White Wealth Management, LLC | 13,127 | $107.6K | 0.05% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 13,270 | $108.8K | 0.00% | +111+0.8% | Added |
| Perigon Wealth Management, LLC | 13,312 | $109.2K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 13,602 | $111.5K | 0.03% | +318+2.4% | Added |
| VeraBank, N.A. | 13,658 | $112.0K | 0.02% | 00.0% | Unchanged |
| Ieq Capital, LLC | 13,843 | $113.5K | 0.00% | 00.0% | Unchanged |
| JB Capital LLC | 14,011 | $114.9K | 0.00% | +14,011 | New |
| Warren Averett Asset Management, LLC | 14,011 | $114.9K | 0.00% | +2,499+21.7% | Added |
| Change Path, LLC | 14,164 | $116.1K | 0.00% | −438−3.0% | Reduced |
| Parsons Capital Management Inc | 14,193 | $116.4K | 0.01% | +498+3.6% | Added |