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 |
|---|---|---|---|---|---|
| MAI Capital Management | 14,198 | $116.4K | 0.00% | +1,226+9.5% | Added |
| TCFG Wealth Management, LLC | 14,525 | $119.1K | 0.05% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 14,550 | $119.3K | 0.00% | +14,550 | New |
| Post Resch Tallon Group Inc. | 14,560 | $119.4K | 0.11% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 14,688 | $120.4K | 0.01% | +14,688 | New |
| SRS Capital Advisors, Inc. | 14,722 | $120.7K | 0.00% | −871−5.6% | Reduced |
| Argentarii, LLC | 15,073 | $123.6K | 0.05% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 15,488 | $127.0K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Group | 15,661 | $128.4K | 0.01% | +339+2.2% | Added |
| Royal Fund Management, LLC | 11,187 | $130.5K | 0.02% | +11,187 | New |
| Advance Capital Management, Inc. | 15,926 | $130.6K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 15,988 | $131.1K | 0.01% | +1,024+6.8% | Added |
| Horizon Kinetics Asset Management LLC | 16,426 | $134.7K | 0.00% | −11,824−41.9% | Reduced |
| CI Private Wealth, LLC | 16,531 | $135.6K | 0.00% | 00.0% | Unchanged |
| MKT Advisors LLC | 16,558 | $136.3K | 0.05% | +998+6.4% | Added |
| Snowden Capital Advisors LLC | 16,485 | $136.3K | 0.00% | −6,722−29.0% | Reduced |
| EverSource Wealth Advisors, LLC | 16,645 | $136.5K | 0.01% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 16,673 | $136.7K | 0.01% | −2,776−14.3% | Reduced |
| Huntleigh Advisors, Inc. | 16,720 | $137.1K | 0.02% | +16,720 | New |
| Alpha Cubed Investments, LLC | 16,776 | $137.6K | 0.00% | +877+5.5% | Added |
| Clearstead Advisors, LLC | 17,338 | $142.2K | 0.00% | +421+2.5% | Added |
| Shufro Rose & Co LLC | 18,373 | $146.3K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 18,032 | $147.9K | 0.06% | +9,016+100.0% | Added |
| Pensionmark Financial Group, LLC | 18,326 | $150.3K | 0.00% | +18,326 | New |
| U.S. Capital Wealth Advisors, LLC | 18,352 | $150.5K | 0.00% | +3,750+25.7% | Added |
| RFG Advisory, LLC | 18,422 | $151.1K | 0.00% | +18,422 | New |
| Zacks Investment Management | 18,443 | $151.2K | 0.00% | +18,443 | New |
| Summit Trail Advisors, LLC | 18,755 | $155.0K | 0.00% | +456+2.5% | Added |
| J. L. Bainbridge & Co., Inc. | 18,991 | $155.7K | 0.01% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 19,175 | $157.2K | 0.01% | +2,475+14.8% | Added |
| Concorde Asset Management, LLC | 19,832 | $162.5K | 0.07% | +19,832 | New |
| WealthTrust Axiom LLC | 19,879 | $163.0K | 0.04% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 19,926 | $163.4K | 0.00% | +19,926 | New |
| TSFG, LLC | 20,222 | $166.0K | 0.03% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 20,318 | $166.6K | 0.01% | −16,456−44.7% | Reduced |
| Waterfront Wealth Inc. | 20,662 | $166.9K | 0.03% | +872+4.4% | Added |
| Kingstone Capital Partners Texas, LLC | 20,412 | $167.0K | 0.10% | +594+3.0% | Added |
| Founders Financial Alliance, LLC | 20,716 | $169.9K | 0.03% | +7,508+56.8% | Added |
| Clifford Swan Investment Counsel LLC | 21,424 | $175.7K | 0.01% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 21,511 | $176.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 21,564 | $176.8K | 0.00% | +3,903+22.1% | Added |
| Coastal Investment Advisors, Inc. | 21,584 | $177.0K | 0.06% | +370+1.7% | Added |
| Burney Co | 21,710 | $178.0K | 0.01% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 21,998 | $180.4K | 0.00% | −3,748−14.6% | Reduced |
| Tyche Wealth Partners LLC | 22,075 | $181.0K | 0.03% | +6,349+40.4% | Added |
| Fisher Asset Management, LLC | 22,129 | $181.5K | 0.00% | +7,555+51.8% | Added |
| PFG Investments, LLC | 22,193 | $182.0K | 0.01% | +6,244+39.1% | Added |
| Glass Jacobson Investment Advisors llc | 22,462 | $184.2K | 0.07% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 22,500 | $184.5K | 0.08% | +2,000+9.8% | Added |
| Apollon Wealth Management, LLC | 22,504 | $184.5K | 0.00% | +329+1.5% | Added |
| Valley Brook Capital Group | 22,996 | $188.6K | 0.13% | +9,507+70.5% | Added |
| Berger Financial Group, Inc | 23,635 | $193.8K | 0.01% | −76−0.3% | Reduced |
| International Private Wealth Advisors LLC | 23,670 | $194.1K | 0.12% | +541+2.3% | Added |
| Park Avenue Securities LLC | 23,945 | $196.0K | 0.00% | −968−3.9% | Reduced |
| Catalina Capital Group, LLC | 24,437 | $200.4K | 0.12% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 24,568 | $201.5K | 0.05% | +24,568 | New |
| Keybank National Association | 24,921 | $204.4K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 25,000 | $205.0K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 25,413 | $208.4K | 0.01% | +25,413 | New |
| Fortitude Advisory Group L.L.C. | 25,561 | $209.6K | 0.11% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 25,622 | $210.1K | 0.06% | +11,130+76.8% | Added |
| Penbrook Management LLC | 25,710 | $210.8K | 0.15% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 25,746 | $211.1K | 0.00% | +25,746 | New |
| Creative Planning | 26,285 | $215.5K | 0.00% | +13,803+110.6% | Added |
| Duncker Streett & Co Inc | 26,451 | $216.9K | 0.04% | −988−3.6% | Reduced |
| Summit Financial, LLC | 26,563 | $217.8K | 0.00% | +159+0.6% | Added |
| Whittier Trust Co | 27,043 | $220.4K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 27,144 | $222.6K | 0.10% | 00.0% | Unchanged |
| Concord Wealth Partners | 27,561 | $226.0K | 0.03% | +25,245+1,090.0% | Added |
| SageView Advisory Group, LLC | 27,730 | $227.4K | 0.01% | +13,583+96.0% | Added |
| Bank of New York Mellon Corp | 28,037 | $229.9K | 0.00% | −1,544−5.2% | Reduced |
| UMA Financial Services, Inc. | 29,367 | $240.8K | 0.03% | +29,367 | New |
| Advisor OS, LLC | 29,623 | $242.9K | 0.02% | +129+0.4% | Added |
| Fifth Third Bancorp | 29,845 | $244.7K | 0.00% | +28,273+1,798.5% | Added |
| Mount Yale Investment Advisors, LLC | 29,637 | $245.0K | 0.02% | +29,637 | New |
| Farther Finance Advisors, LLC | 30,371 | $249.0K | 0.00% | +17,829+142.2% | Added |
| Prairie Wealth Advisors, Inc. | 30,171 | $249.3K | 0.10% | +1,130+3.9% | Added |
| Silver Oak Securities, Inc | 30,993 | $254.1K | 0.02% | +30,993 | New |
| Private Trust Co NA | 31,148 | $255.4K | 0.02% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 31,522 | $258.5K | 0.00% | +661+2.1% | Added |
| Uptown Financial Advisors LLC | 31,600 | $259.1K | 0.23% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 31,975 | $264.3K | 0.00% | −2,359−6.9% | Reduced |
| Oppenheimer & Co Inc | 33,231 | $272.5K | 0.00% | −3,227−8.9% | Reduced |
| IHT Wealth Management, LLC | 33,553 | $275.1K | 0.01% | +33,553 | New |
| Baird Financial Group, Inc. | 33,596 | $275.5K | 0.00% | +16,240+93.6% | Added |
| Daymark Wealth Partners, LLC | 34,405 | $282.1K | 0.01% | +34,405 | New |
| Elevate Capital Advisors, LLC | 34,582 | $283.6K | 0.20% | +18,891+120.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 34,608 | $283.8K | 0.04% | +1,969+6.0% | Added |
| IFG Advisory, LLC | 35,685 | $292.6K | 0.01% | +696+2.0% | Added |
| Kingswood Wealth Advisors, LLC | 36,400 | $298.5K | 0.02% | +36,400 | New |
| Onyx Financial Advisors, LLC | 37,848 | $310.4K | 0.14% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 37,938 | $311.1K | 0.00% | +26,986+246.4% | Added |
| Portfolio Strategies, Inc. | 40,638 | $333.2K | 0.04% | +40,638 | New |
| Sage Capital Advisors,llc | 41,179 | $337.7K | 0.08% | −810−1.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 41,659 | $341.6K | 0.00% | −8,023−16.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 42,500 | $348.5K | 0.03% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 43,107 | $353.5K | 0.00% | +31,960+286.7% | Added |
| Operose Advisors LLC | 44,465 | $364.6K | 0.09% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 45,253 | $371.1K | 0.16% | +1,565+3.6% | Added |
| Carson Advisory Inc. | 45,861 | $376.1K | 0.20% | 00.0% | Unchanged |