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 |
|---|---|---|---|---|---|
| CI Private Wealth, LLC | 16,531 | $135.6K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 16,426 | $134.7K | 0.00% | −11,824−41.9% | Reduced |
| Belpointe Asset Management LLC | 15,988 | $131.1K | 0.01% | +1,024+6.8% | Added |
| Advance Capital Management, Inc. | 15,926 | $130.6K | 0.01% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 11,187 | $130.5K | 0.02% | +11,187 | New |
| Beacon Financial Group | 15,661 | $128.4K | 0.01% | +339+2.2% | Added |
| Stonegate Investment Group, LLC | 15,488 | $127.0K | 0.00% | 00.0% | Unchanged |
| Argentarii, LLC | 15,073 | $123.6K | 0.05% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14,722 | $120.7K | 0.00% | −871−5.6% | Reduced |
| River Wealth Advisors LLC | 14,688 | $120.4K | 0.01% | +14,688 | New |
| Post Resch Tallon Group Inc. | 14,560 | $119.4K | 0.11% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 14,550 | $119.3K | 0.00% | +14,550 | New |
| TCFG Wealth Management, LLC | 14,525 | $119.1K | 0.05% | 00.0% | Unchanged |
| MAI Capital Management | 14,198 | $116.4K | 0.00% | +1,226+9.5% | Added |
| Parsons Capital Management Inc | 14,193 | $116.4K | 0.01% | +498+3.6% | Added |
| Change Path, LLC | 14,164 | $116.1K | 0.00% | −438−3.0% | Reduced |
| Warren Averett Asset Management, LLC | 14,011 | $114.9K | 0.00% | +2,499+21.7% | Added |
| JB Capital LLC | 14,011 | $114.9K | 0.00% | +14,011 | New |
| Ieq Capital, LLC | 13,843 | $113.5K | 0.00% | 00.0% | Unchanged |
| VeraBank, N.A. | 13,658 | $112.0K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 13,602 | $111.5K | 0.03% | +318+2.4% | Added |
| Perigon Wealth Management, LLC | 13,312 | $109.2K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 13,270 | $108.8K | 0.00% | +111+0.8% | Added |
| Johnson & White Wealth Management, LLC | 13,127 | $107.6K | 0.05% | 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 |
| Smith Shellnut Wilson LLC | 12,855 | $105.4K | 0.04% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 12,819 | $105.1K | 0.01% | −250−1.9% | Reduced |
| SFE Investment Counsel | 12,816 | $105.1K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 12,677 | $104.0K | 0.01% | −692−5.2% | Reduced |
| Capital Investment Advisory Services, LLC | 12,498 | $102.5K | 0.01% | +12,498 | New |
| Leigh Baldwin & Co., LLC | 12,429 | $101.9K | 0.06% | +12,429 | New |
| Aspire Growth Partners LLC | 12,168 | $99.8K | 0.07% | +296+2.5% | Added |
| Coastline Trust Co | 12,143 | $99.6K | 0.01% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 12,108 | $99.3K | 0.01% | +12,108 | New |
| Baker Avenue Asset Management, LP | 12,000 | $98.4K | 0.00% | −500−4.0% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,000 | $97.7K | 0.03% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 11,843 | $97.1K | 0.01% | −3,000−20.2% | Reduced |
| Titleist Asset Management, LLC | 11,833 | $97.0K | 0.01% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 11,627 | $96.1K | 0.03% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 11,520 | $94.5K | 0.06% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 11,507 | $94.4K | 0.06% | +11,507 | New |
| Ironsides Asset Advisors, LLC | 11,428 | $93.7K | 0.02% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 11,653 | $93.5K | 0.01% | 00.0% | Unchanged |
| Sunpointe, LLC | 11,200 | $92.6K | 0.03% | 00.0% | Unchanged |
| Certified Advisory Corp | 11,051 | $90.6K | 0.01% | +201+1.9% | Added |
| Stock Yards Bank & Trust Co | 10,904 | $89.4K | 0.00% | +10,904 | New |
| Anchor Investment Management, LLC | 10,779 | $88.4K | 0.01% | +46+0.4% | Added |
| Arkadios Wealth Advisors | 10,687 | $87.6K | 0.00% | +10,687 | New |
| Accredited Investor Services, LLC | 10,565 | $86.6K | 0.06% | −1,045−9.0% | Reduced |
| Ellis Investment Partners, LLC | 10,244 | $84.0K | 0.02% | +184+1.8% | Added |
| Central Trust Co | 10,162 | $83.3K | 0.00% | +296+3.0% | Added |
| Evolution Wealth Advisors, LLC | 10,162 | $83.3K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 10,009 | $82.1K | 0.03% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10,000 | $82.0K | 0.05% | 00.0% | Unchanged |
| Hollencrest Capital Management | 9,862 | $80.9K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 8,771 | $71.9K | 0.02% | −3,193−26.7% | Reduced |
| CWM, LLC | 8,173 | $67.0K | 0.00% | −318−3.7% | Reduced |
| NBC Securities, Inc. | 8,135 | $66.7K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 7,908 | $64.8K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 6,396 | $52.4K | 0.00% | −2,754−30.1% | Reduced |
| Harbor Investment Advisory, LLC | 6,248 | $51.2K | 0.00% | +6,248 | New |
| US Bancorp | 5,977 | $49.0K | 0.00% | +4,000+202.3% | Added |
| Whittier Trust Co of Nevada Inc | 4,943 | $40.3K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 4,887 | $40.0K | 0.01% | +59+1.2% | Added |
| Huntington National Bank | – | $36.8K | 0.00% | – | – |
| Pinnacle Bancorp, Inc. | 4,202 | $34.5K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,197 | $34.4K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,105 | $33.7K | 0.00% | +1,723+72.3% | Added |
| Sound Income Strategies, LLC | 3,901 | $32.0K | 0.00% | −2,833−42.1% | Reduced |
| Financial Consulate, Inc | 3,749 | $30.7K | 0.00% | +3,749 | New |
| WPG Advisers, LLC | 3,284 | $26.9K | 0.02% | −243−6.9% | Reduced |
| FNY Investment Advisers, LLC | 3,000 | $24.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,872 | $23.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,600 | $21.3K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 2,479 | $20.3K | 0.01% | +2,479 | New |
| Ronald Blue Trust, Inc. | 2,398 | $19.7K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2,000 | $16.4K | 0.01% | +2,000 | New |
| TCTC Holdings, LLC | 1,999 | $16.4K | 0.00% | +1,999 | New |
| Main Street Group, LTD | 1,681 | $13.8K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1,549 | $12.7K | 0.00% | +34+2.2% | Added |
| Citizens National Bank Trust Department | 1,400 | $11.5K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,229 | $10.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,154 | $9.46K | 0.00% | +542+88.6% | Added |
| The PNC Financial Services Group, Inc. | 1,154 | $9.46K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1,092 | $8.99K | 0.01% | +1,092 | New |
| HFM Investment Advisors, LLC | 1,043 | $8.55K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,028 | $8.43K | 0.00% | +836+435.4% | Added |
| SWAN Capital LLC | 995 | $8.16K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 961 | $7.88K | 0.00% | +500+108.5% | Added |
| Cape Investment Advisory, Inc. | 941 | $7.72K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 869 | $7.13K | 0.00% | +869 | New |
| Wealth Preservation Advisors, LLC | 805 | $6.60K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 750 | $6.15K | 0.00% | +750 | New |
| Trust Co | 676 | $5.54K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 669 | $5.49K | 0.00% | −417−38.4% | Reduced |
| Medallion Wealth Advisors, LLC | 667 | $5.47K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 551 | $4.52K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 429 | $3.52K | 0.00% | −500−53.8% | Reduced |