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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 58,714 | $481.5K | 0.01% | −5,656−8.8% | Reduced |
| Ameritas Advisory Services, LLC | 57,800 | $474.0K | 0.03% | +3,649+6.7% | Added |
| Mosaic Family Wealth Partners, LLC | 58,444 | $472.8K | 0.06% | 00.0% | Unchanged |
| MML Investors Services, LLC | 56,993 | $467.3K | 0.00% | +27,837+95.5% | Added |
| Kestra Private Wealth Services, LLC | 56,248 | $461.2K | 0.01% | +18,374+48.5% | Added |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $453.2K | 0.15% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 1,661,104 | $434.3K | 0.25% | +1,608,135+3,036.0% | Added |
| National Asset Management, Inc. | 52,930 | $434.0K | 0.02% | +2,953+5.9% | Added |
| Tectonic Advisors LLC | 50,000 | $410.0K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 49,216 | $403.6K | 0.01% | +14,685+42.5% | Added |
| One Wealth Capital Management, LLC | 49,025 | $402.0K | 0.18% | +1,060+2.2% | Added |
| Wetherby Asset Management Inc | 48,995 | $401.8K | 0.02% | +12,000+32.4% | Added |
| D.A. Davidson & Co. | 46,757 | $383.4K | 0.00% | +26,299+128.6% | Added |
| NWF Advisory Services Inc. | 46,618 | $382.3K | 0.04% | +2,998+6.9% | Added |
| Carson Advisory Inc. | 45,861 | $376.1K | 0.20% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 45,253 | $371.1K | 0.16% | +1,565+3.6% | Added |
| Operose Advisors LLC | 44,465 | $364.6K | 0.09% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 43,107 | $353.5K | 0.00% | +31,960+286.7% | Added |
| Smith Chas P & Associates Pa Cpas | 42,500 | $348.5K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 41,659 | $341.6K | 0.00% | −8,023−16.1% | Reduced |
| Sage Capital Advisors,llc | 41,179 | $337.7K | 0.08% | −810−1.9% | Reduced |
| Portfolio Strategies, Inc. | 40,638 | $333.2K | 0.04% | +40,638 | New |
| Quantinno Capital Management LP | 37,938 | $311.1K | 0.00% | +26,986+246.4% | Added |
| Onyx Financial Advisors, LLC | 37,848 | $310.4K | 0.14% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 36,400 | $298.5K | 0.02% | +36,400 | New |
| IFG Advisory, LLC | 35,685 | $292.6K | 0.01% | +696+2.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 34,608 | $283.8K | 0.04% | +1,969+6.0% | Added |
| Elevate Capital Advisors, LLC | 34,582 | $283.6K | 0.20% | +18,891+120.4% | Added |
| Daymark Wealth Partners, LLC | 34,405 | $282.1K | 0.01% | +34,405 | New |
| Baird Financial Group, Inc. | 33,596 | $275.5K | 0.00% | +16,240+93.6% | Added |
| IHT Wealth Management, LLC | 33,553 | $275.1K | 0.01% | +33,553 | New |
| Oppenheimer & Co Inc | 33,231 | $272.5K | 0.00% | −3,227−8.9% | Reduced |
| RSM US Wealth Management LLC | 31,975 | $264.3K | 0.00% | −2,359−6.9% | Reduced |
| Uptown Financial Advisors LLC | 31,600 | $259.1K | 0.23% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 31,522 | $258.5K | 0.00% | +661+2.1% | Added |
| Private Trust Co NA | 31,148 | $255.4K | 0.02% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 30,993 | $254.1K | 0.02% | +30,993 | New |
| Prairie Wealth Advisors, Inc. | 30,171 | $249.3K | 0.10% | +1,130+3.9% | Added |
| Farther Finance Advisors, LLC | 30,371 | $249.0K | 0.00% | +17,829+142.2% | Added |
| Mount Yale Investment Advisors, LLC | 29,637 | $245.0K | 0.02% | +29,637 | New |
| Fifth Third Bancorp | 29,845 | $244.7K | 0.00% | +28,273+1,798.5% | Added |
| Advisor OS, LLC | 29,623 | $242.9K | 0.02% | +129+0.4% | Added |
| UMA Financial Services, Inc. | 29,367 | $240.8K | 0.03% | +29,367 | New |
| Bank of New York Mellon Corp | 28,037 | $229.9K | 0.00% | −1,544−5.2% | Reduced |
| SageView Advisory Group, LLC | 27,730 | $227.4K | 0.01% | +13,583+96.0% | Added |
| Concord Wealth Partners | 27,561 | $226.0K | 0.03% | +25,245+1,090.0% | Added |
| Caldwell Sutter Capital, Inc. | 27,144 | $222.6K | 0.10% | 00.0% | Unchanged |
| Whittier Trust Co | 27,043 | $220.4K | 0.00% | 00.0% | Unchanged |
| Summit Financial, LLC | 26,563 | $217.8K | 0.00% | +159+0.6% | Added |
| Duncker Streett & Co Inc | 26,451 | $216.9K | 0.04% | −988−3.6% | Reduced |
| Creative Planning | 26,285 | $215.5K | 0.00% | +13,803+110.6% | Added |
| Equitable Holdings, Inc. | 25,746 | $211.1K | 0.00% | +25,746 | New |
| Penbrook Management LLC | 25,710 | $210.8K | 0.15% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 25,622 | $210.1K | 0.06% | +11,130+76.8% | Added |
| Fortitude Advisory Group L.L.C. | 25,561 | $209.6K | 0.11% | 00.0% | Unchanged |
| Sigma Planning Corp | 25,413 | $208.4K | 0.01% | +25,413 | New |
| Pathstone Holdings, LLC | 25,000 | $205.0K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 24,921 | $204.4K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 24,568 | $201.5K | 0.05% | +24,568 | New |
| Catalina Capital Group, LLC | 24,437 | $200.4K | 0.12% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 23,945 | $196.0K | 0.00% | −968−3.9% | Reduced |
| International Private Wealth Advisors LLC | 23,670 | $194.1K | 0.12% | +541+2.3% | Added |
| Berger Financial Group, Inc | 23,635 | $193.8K | 0.01% | −76−0.3% | Reduced |
| Valley Brook Capital Group | 22,996 | $188.6K | 0.13% | +9,507+70.5% | Added |
| Apollon Wealth Management, LLC | 22,504 | $184.5K | 0.00% | +329+1.5% | Added |
| Sage Capital Management, LLC | 22,500 | $184.5K | 0.08% | +2,000+9.8% | Added |
| Glass Jacobson Investment Advisors llc | 22,462 | $184.2K | 0.07% | 00.0% | Unchanged |
| PFG Investments, LLC | 22,193 | $182.0K | 0.01% | +6,244+39.1% | Added |
| Fisher Asset Management, LLC | 22,129 | $181.5K | 0.00% | +7,555+51.8% | Added |
| Tyche Wealth Partners LLC | 22,075 | $181.0K | 0.03% | +6,349+40.4% | Added |
| Merit Financial Group, LLC | 21,998 | $180.4K | 0.00% | −3,748−14.6% | Reduced |
| Burney Co | 21,710 | $178.0K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 21,584 | $177.0K | 0.06% | +370+1.7% | Added |
| Allworth Financial LP | 21,564 | $176.8K | 0.00% | +3,903+22.1% | Added |
| Wesbanco Bank Inc | 21,511 | $176.4K | 0.00% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 21,424 | $175.7K | 0.01% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 20,716 | $169.9K | 0.03% | +7,508+56.8% | Added |
| Kingstone Capital Partners Texas, LLC | 20,412 | $167.0K | 0.10% | +594+3.0% | Added |
| Waterfront Wealth Inc. | 20,662 | $166.9K | 0.03% | +872+4.4% | Added |
| TCG Advisory Services, LLC | 20,318 | $166.6K | 0.01% | −16,456−44.7% | Reduced |
| TSFG, LLC | 20,222 | $166.0K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 19,926 | $163.4K | 0.00% | +19,926 | New |
| WealthTrust Axiom LLC | 19,879 | $163.0K | 0.04% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 19,832 | $162.5K | 0.07% | +19,832 | New |
| Jacobi Capital Management LLC | 19,175 | $157.2K | 0.01% | +2,475+14.8% | Added |
| J. L. Bainbridge & Co., Inc. | 18,991 | $155.7K | 0.01% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 18,755 | $155.0K | 0.00% | +456+2.5% | Added |
| Zacks Investment Management | 18,443 | $151.2K | 0.00% | +18,443 | New |
| RFG Advisory, LLC | 18,422 | $151.1K | 0.00% | +18,422 | New |
| U.S. Capital Wealth Advisors, LLC | 18,352 | $150.5K | 0.00% | +3,750+25.7% | Added |
| Pensionmark Financial Group, LLC | 18,326 | $150.3K | 0.00% | +18,326 | New |
| Ameriflex Group, Inc. | 18,032 | $147.9K | 0.06% | +9,016+100.0% | Added |
| Shufro Rose & Co LLC | 18,373 | $146.3K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 17,338 | $142.2K | 0.00% | +421+2.5% | Added |
| Alpha Cubed Investments, LLC | 16,776 | $137.6K | 0.00% | +877+5.5% | Added |
| Huntleigh Advisors, Inc. | 16,720 | $137.1K | 0.02% | +16,720 | New |
| Ausdal Financial Partners, Inc. | 16,673 | $136.7K | 0.01% | −2,776−14.3% | Reduced |
| EverSource Wealth Advisors, LLC | 16,645 | $136.5K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 16,485 | $136.3K | 0.00% | −6,722−29.0% | Reduced |
| MKT Advisors LLC | 16,558 | $136.3K | 0.05% | +998+6.4% | Added |