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 |
|---|---|---|---|---|---|
| NWF Advisory Services Inc. | 46,618 | $382.3K | 0.04% | +2,998+6.9% | Added |
| D.A. Davidson & Co. | 46,757 | $383.4K | 0.00% | +26,299+128.6% | Added |
| Wetherby Asset Management Inc | 48,995 | $401.8K | 0.02% | +12,000+32.4% | Added |
| One Wealth Capital Management, LLC | 49,025 | $402.0K | 0.18% | +1,060+2.2% | Added |
| Concurrent Investment Advisors, LLC | 49,216 | $403.6K | 0.01% | +14,685+42.5% | Added |
| Tectonic Advisors LLC | 50,000 | $410.0K | 0.02% | 00.0% | Unchanged |
| National Asset Management, Inc. | 52,930 | $434.0K | 0.02% | +2,953+5.9% | Added |
| Gridiron Partners, LLC | 1,661,104 | $434.3K | 0.25% | +1,608,135+3,036.0% | Added |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $453.2K | 0.15% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 56,248 | $461.2K | 0.01% | +18,374+48.5% | Added |
| MML Investors Services, LLC | 56,993 | $467.3K | 0.00% | +27,837+95.5% | Added |
| Mosaic Family Wealth Partners, LLC | 58,444 | $472.8K | 0.06% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 57,800 | $474.0K | 0.03% | +3,649+6.7% | Added |
| Principal Securities, Inc. | 58,714 | $481.5K | 0.01% | −5,656−8.8% | Reduced |
| International Assets Investment Management, LLC | 61,919 | $500.9K | 0.04% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 61,250 | $502.3K | 0.21% | +13,500+28.3% | Added |
| Rockefeller Capital Management L.P. | 62,439 | $512.0K | 0.00% | −204−0.3% | Reduced |
| Comerica Bank | 64,649 | $530.1K | 0.00% | +14,229+28.2% | Added |
| Live Oak Private Wealth LLC | 65,572 | $537.7K | 0.07% | +14,112+27.4% | Added |
| Centurion Wealth Management LLC | 68,050 | $558.0K | 0.13% | −479−0.7% | Reduced |
| Rothschild Investment LLC | 68,510 | $561.8K | 0.03% | −890−1.3% | Reduced |
| Prospera Financial Services Inc | 69,069 | $566.4K | 0.01% | +17,527+34.0% | Added |
| Everstar Asset Management, LLC | 69,074 | $566.4K | 0.32% | +69,074 | New |
| 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 |
| Accel Wealth Management | 70,665 | $579.5K | 0.17% | −2,751−3.7% | Reduced |
| RVW Wealth, LLC | 70,922 | $581.6K | 0.05% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 71,890 | $589.5K | 0.25% | +71,890 | New |
| Umb Bank N A | 72,492 | $594.4K | 0.01% | +16,499+29.5% | Added |
| Mission Hills Financial Advisory, LLC | 73,305 | $601.1K | 0.32% | 00.0% | Unchanged |
| Level Four Advisory Services, LLC | 73,990 | $606.7K | 0.02% | +1,935+2.7% | Added |
| Bramshill Investments, LLC | 75,286 | $617.3K | 0.04% | −12,629−14.4% | Reduced |
| RMB Capital Management, LLC | 75,613 | $623.0K | 0.01% | +38,797+105.4% | Added |
| Harbour Investments, Inc. | 80,866 | $663.1K | 0.02% | +29,790+58.3% | Added |
| Mariner, LLC | 82,511 | $676.6K | 0.00% | −6,570−7.4% | Reduced |
| StoneX Group Inc. | 82,830 | $684.6K | 0.03% | +29,716+55.9% | Added |
| Virtu Financial LLC | 85,144 | $698.0K | 0.04% | +85,144 | New |
| Marino, Stram & Associates LLC | 86,571 | $709.9K | 0.13% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 86,681 | $710.8K | 0.02% | +7,246+9.1% | Added |
| Triumph Capital Management | 87,033 | $713.7K | 0.19% | −23,941−21.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 89,054 | $730.2K | 0.17% | −417−0.5% | Reduced |
| Spire Wealth Management | 89,763 | $736.1K | 0.03% | −2,906−3.1% | Reduced |
| Melfa Wealth Management, LLC | 97,230 | $797.3K | 0.47% | 00.0% | Unchanged |
| Palogic Value Management, L.P. | 100,317 | $822.6K | 0.35% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 106,881 | $872.1K | 0.05% | +33,881+46.4% | Added |
| AlphaCore Capital LLC | 106,866 | $883.2K | 0.03% | +3,907+3.8% | Added |
| Advisory Services Network, LLC | 109,470 | $897.7K | 0.01% | +740+0.7% | Added |
| Citadel Advisors LLC | 111,662 | $915.6K | 0.00% | +111,662 | New |
| Wealthcare Advisory Partners LLC | 112,721 | $924.3K | 0.02% | +35,178+45.4% | Added |
| Jane Street Group, LLC | 115,326 | $945.7K | 0.00% | +68,011+143.7% | Added |
| J.W. Cole Advisors, Inc. | 118,918 | $975.1K | 0.02% | +91,812+338.7% | Added |
| Wedbush Securities Inc | 119,215 | $978.0K | 0.03% | +45,926+62.7% | Added |
| Samalin Investment Counsel, LLC | 120,369 | $987.0K | 0.34% | +5,547+4.8% | Added |
| Cary Street Partners Financial LLC | 127,028 | $1.04M | 0.03% | +24,666+24.1% | Added |
| HighTower Advisors, LLC | 130,059 | $1.07M | 0.00% | +981+0.8% | Added |
| Cornerstone Advisory, LLC | 132,318 | $1.09M | 0.11% | +132,318 | New |
| Wiley Bros.-Aintree Capital, LLC | 141,154 | $1.16M | 0.01% | −1,092−0.8% | Reduced |
| Sowell Financial Services LLC | 155,277 | $1.27M | 0.05% | +155,277 | New |
| Private Advisor Group, LLC | 156,103 | $1.28M | 0.01% | +10,547+7.2% | Added |
| Thrivent Financial for Lutherans | 161,712 | $1.33M | 0.00% | 00.0% | Unchanged |
| E&G Advisors, LP | 167,236 | $1.37M | 0.32% | +76,686+84.7% | Added |
| Readystate Asset Management LP | 179,162 | $1.47M | 0.07% | +91,138+103.5% | Added |
| Geneos Wealth Management Inc. | 195,356 | $1.60M | 0.04% | −12,899−6.2% | Reduced |
| Wealthspire Advisors, LLC | 226,486 | $1.86M | 0.01% | +33,441+17.3% | Added |
| CoreCap Advisors, LLC | 231,012 | $1.89M | 0.07% | −6,772−2.8% | Reduced |
| First Trust Advisors LP | 236,904 | $1.94M | 0.00% | −44,983−16.0% | Reduced |
| Davenport & Co LLC | 250,423 | $2.05M | 0.01% | +1,709+0.7% | Added |
| MSH Capital Advisors LLC | 253,766 | $2.08M | 0.56% | +33,313+15.1% | Added |
| Steward Partners Investment Advisory, LLC | 258,868 | $2.12M | 0.01% | +85,971+49.7% | Added |
| Wealth Advisory Solutions, LLC | 274,382 | $2.25M | 0.55% | −250−0.1% | Reduced |
| Fiera Capital Corp | 276,567 | $2.27M | 0.01% | +7,258+2.7% | Added |
| Prelude Capital Management, LLC | 300,000 | $2.46M | 0.19% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 306,017 | $2.51M | 0.00% | +85,290+38.6% | Added |
| Sanctuary Advisors, LLC | 313,737 | $2.57M | 0.01% | +93,956+42.7% | Added |
| Ibex Wealth Advisors | 316,087 | $2.59M | 0.25% | +1,268+0.4% | Added |
| GWM Advisors LLC | 329,703 | $2.70M | 0.01% | +51,183+18.4% | Added |
| Capital Investment Advisors, LLC | 336,171 | $2.76M | 0.05% | −3,044−0.9% | Reduced |
| Campbell Capital Management Inc | 352,416 | $2.89M | 1.11% | −28,622−7.5% | Reduced |
| Kestra Advisory Services, LLC | 419,141 | $3.44M | 0.02% | +260,002+163.4% | Added |
| Thoma Capital Management LLC | 433,571 | $3.56M | 2.04% | −12,519−2.8% | Reduced |
| Protective Life Corp | 440,000 | $3.61M | 100.00% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 456,630 | $3.74M | 0.01% | −14,483−3.1% | Reduced |
| Lido Advisors, LLC | 454,537 | $3.75M | 0.02% | +56,473+14.2% | Added |
| Stifel Financial Corp | 467,628 | $3.83M | 0.00% | −130,861−21.9% | Reduced |
| Fca Corp | 473,561 | $3.88M | 1.08% | +18,957+4.2% | Added |
| Stratos Wealth Partners, LTD. | 509,852 | $4.18M | 0.05% | −1,990−0.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 511,302 | $4.19M | 0.15% | −59,214−10.4% | Reduced |
| Chicago Partners Investment Group LLC | 532,503 | $4.34M | 0.11% | +184,813+53.2% | Added |
| Sit Investment Associates Inc | 529,686 | $4.34M | 0.09% | −666,455−55.7% | Reduced |
| Moors & Cabot, Inc. | 537,988 | $4.41M | 0.19% | −27,400−4.8% | Reduced |
| Envestnet Asset Management Inc | 577,429 | $4.73M | 0.00% | +268,939+87.2% | Added |
| Cetera Investment Advisers | 621,071 | $5.09M | 0.01% | +150,548+32.0% | Added |
| Ameriprise Financial Inc | 760,935 | $6.24M | 0.00% | +149,547+24.5% | Added |
| Cohen & Steers, Inc. | 785,251 | $6.44M | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 836,745 | $6.86M | 0.08% | +143,140+20.6% | Added |
| Smith Asset Management Co., LLC | 944,134 | $7.74M | 6.59% | +591,082+167.4% | Added |
| Cerity Partners LLC | 998,542 | $8.19M | 0.01% | +30,433+3.1% | Added |
| We Are One Seven, LLC | 998,699 | $8.19M | 0.19% | +998,699 | New |
| Greatmark Investment Partners, Inc. | 1,006,905 | $8.26M | 0.99% | −4,810−0.5% | Reduced |
| Advisors Asset Management, Inc. | 1,018,506 | $8.35M | 0.14% | −17,776−1.7% | Reduced |