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, Q4 2025
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Dec 31, 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
- 330
- +19 vs. Q3 2025
- Shares held
- 65.2M
- −2.24M (−3.3%) vs. Q3 2025
- Total value
- $529.6M
- −$10.6M (−2.0%) vs. Q3 2025
- New holders
- 39
- 100 more added
- Sold out
- 20
- 96 more reduced
3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 6,918,424 | $56.1M | 0.00% | −526,888−7.1% | Reduced |
| Bank of America Corp | 4,522,267 | $36.7M | 0.00% | +140,418+3.2% | Added |
| Wells Fargo & Company | 4,403,045 | $35.7M | 0.01% | −92,485−2.1% | Reduced |
| UBS Group AG | 4,314,973 | $35.0M | 0.01% | +130,250+3.1% | Added |
| Raymond James Financial Inc | 3,823,922 | $31.0M | 0.01% | +344,530+9.9% | Added |
| Invesco Ltd. | 3,151,446 | $25.6M | 0.00% | +130,564+4.3% | Added |
| LPL Financial LLC | 2,252,995 | $18.3M | 0.00% | +17,976+0.8% | Added |
| Guggenheim Capital LLC | 1,896,826 | $15.4M | 0.11% | −8,370−0.4% | Reduced |
| Commonwealth Equity Services, LLC | 1,235,664 | $10.0M | 0.01% | −638,253−34.1% | Reduced |
| Captrust Financial Advisors | 1,211,339 | $9.82M | 0.02% | +43,990+3.8% | Added |
| Advisor Group Holdings, Inc. | 1,190,306 | $9.65M | 0.01% | −16,867−1.4% | Reduced |
| Royal Bank of Canada | 1,130,474 | $9.17M | 0.00% | +15,095+1.4% | Added |
| Janney Montgomery Scott LLC | 1,115,920 | $9.05M | 0.02% | +9,282+0.8% | Added |
| Cerity Partners LLC | 1,025,620 | $8.32M | 0.01% | +27,078+2.7% | Added |
| Greatmark Investment Partners, Inc. | 1,002,592 | $8.13M | 0.96% | −4,313−0.4% | Reduced |
| We Are One Seven, LLC | 961,953 | $7.80M | 0.16% | −36,746−3.7% | Reduced |
| Smith Asset Management Co., LLC | 926,024 | $7.51M | 6.20% | −18,110−1.9% | Reduced |
| Penserra Capital Management LLC | 922,135 | $7.48M | 0.09% | +85,390+10.2% | Added |
| Advisors Asset Management, Inc. | 818,097 | $6.63M | 0.11% | −200,409−19.7% | Reduced |
| Truist Financial Corp | 787,910 | $6.39M | 0.01% | −240,219−23.4% | Reduced |
| Cohen & Steers, Inc. | 785,251 | $6.37M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 757,993 | $6.15M | 0.00% | −2,942−0.4% | Reduced |
| Cetera Investment Advisers | 733,307 | $5.95M | 0.01% | +112,236+18.1% | Added |
| Kestra Advisory Services, LLC | 657,118 | $5.33M | 0.02% | +237,977+56.8% | Added |
| Chicago Partners Investment Group LLC | 536,132 | $4.36M | 0.11% | +3,629+0.7% | Added |
| Moors & Cabot, Inc. | 536,942 | $4.35M | 0.19% | −1,046−0.2% | Reduced |
| Fca Corp | 515,677 | $4.18M | 1.18% | +42,116+8.9% | Added |
| Stratos Wealth Partners, LTD. | 502,224 | $4.07M | 0.05% | −7,628−1.5% | Reduced |
| Stifel Financial Corp | 480,149 | $3.89M | 0.00% | +12,521+2.7% | Added |
| Lido Advisors, LLC | 454,537 | $3.75M | 0.01% | 00.0% | Unchanged |
| Protective Life Corp | 440,000 | $3.57M | 100.00% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 437,632 | $3.55M | 0.00% | −139,797−24.2% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 423,675 | $3.44M | 0.01% | −32,955−7.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 373,908 | $3.03M | 0.10% | −137,394−26.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 353,598 | $2.89M | 0.00% | +47,581+15.5% | Added |
| Campbell Capital Management Inc | 348,264 | $2.82M | 0.96% | −4,152−1.2% | Reduced |
| Fiera Capital Corp | 346,849 | $2.81M | 0.01% | +70,282+25.4% | Added |
| GWM Advisors LLC | 340,448 | $2.76M | 0.01% | +10,745+3.3% | Added |
| Sanctuary Advisors, LLC | 336,817 | $2.73M | 0.01% | +23,080+7.4% | Added |
| Steward Partners Investment Advisory, LLC | 326,921 | $2.65M | 0.01% | +68,053+26.3% | Added |
| Jane Street Group, LLC | 318,905 | $2.59M | 0.00% | +203,579+176.5% | Added |
| Capital Investment Advisors, LLC | 314,730 | $2.55M | 0.04% | −21,441−6.4% | Reduced |
| Prelude Capital Management, LLC | 300,000 | $2.43M | 0.18% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 292,799 | $2.37M | 0.23% | −23,288−7.4% | Reduced |
| Wealth Advisory Solutions, LLC | 274,024 | $2.22M | 0.52% | −358−0.1% | Reduced |
| MSH Capital Advisors LLC | 258,815 | $2.10M | 0.45% | +5,049+2.0% | Added |
| Davenport & Co LLC | 246,620 | $2.00M | 0.01% | −3,803−1.5% | Reduced |
| First Trust Advisors LP | 237,856 | $1.93M | 0.00% | +952+0.4% | Added |
| CoreCap Advisors, LLC | 222,344 | $1.80M | 0.06% | −8,668−3.8% | Reduced |
| J.W. Cole Advisors, Inc. | 209,431 | $1.69M | 0.04% | +90,513+76.1% | Added |
| Wealthspire Advisors, LLC | 202,186 | $1.64M | 0.01% | −24,300−10.7% | Reduced |
| Geneos Wealth Management Inc. | 196,865 | $1.60M | 0.04% | +1,509+0.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 189,627 | $1.54M | 0.01% | +48,473+34.3% | Added |
| Wright Wealth LLC | 172,985 | $1.40M | 0.91% | +172,985 | New |
| Thrivent Financial for Lutherans | 161,712 | $1.31M | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 158,854 | $1.29M | 0.02% | +86,362+119.1% | Added |
| E&G Advisors, LP | 158,245 | $1.28M | 0.29% | −8,991−5.4% | Reduced |
| Sowell Financial Services LLC | 154,997 | $1.26M | 0.05% | −280−0.2% | Reduced |
| Thoma Capital Management LLC | 154,498 | $1.25M | 0.72% | −279,073−64.4% | Reduced |
| Private Advisor Group, LLC | 150,238 | $1.22M | 0.01% | −5,865−3.8% | Reduced |
| HighTower Advisors, LLC | 146,735 | $1.19M | 0.00% | +16,676+12.8% | Added |
| Cary Street Partners Financial LLC | 130,528 | $1.06M | 0.03% | +3,500+2.8% | Added |
| Wealthcare Advisory Partners LLC | 123,451 | $1.00M | 0.02% | +10,730+9.5% | Added |
| Samalin Investment Counsel, LLC | 118,931 | $964.5K | 0.34% | −1,438−1.2% | Reduced |
| Wedbush Securities Inc | 111,354 | $903.0K | 0.03% | −7,861−6.6% | Reduced |
| Advisory Services Network, LLC | 109,682 | $889.5K | 0.01% | +212+0.2% | Added |
| Cornerstone Advisory, LLC | 104,883 | $850.6K | 0.08% | −27,435−20.7% | Reduced |
| AlphaCore Capital LLC | 101,834 | $825.9K | 0.02% | −5,032−4.7% | Reduced |
| Palogic Value Management, L.P. | 100,564 | $815.6K | 0.35% | +247+0.2% | Added |
| Pensionmark Financial Group, LLC | 100,323 | $813.6K | 0.01% | +81,997+447.4% | Added |
| Diversify Wealth Management, LLC | 98,358 | $803.6K | 0.04% | −8,523−8.0% | Reduced |
| Integrated Wealth Concepts LLC | 97,432 | $790.2K | 0.01% | +54,325+126.0% | Added |
| Melfa Wealth Management, LLC | 97,108 | $787.5K | 0.45% | −122−0.1% | Reduced |
| Harbour Investments, Inc. | 96,870 | $785.6K | 0.02% | +16,004+19.8% | Added |
| Kestra Private Wealth Services, LLC | 95,424 | $773.9K | 0.01% | +39,176+69.6% | Added |
| Independent Financial Group, LLC | 93,673 | $759.7K | 0.02% | +6,992+8.1% | Added |
| Triumph Capital Management | 90,506 | $734.0K | 0.16% | +3,473+4.0% | Added |
| Spire Wealth Management | 88,269 | $715.9K | 0.02% | −1,494−1.7% | Reduced |
| Mission Hills Financial Advisory, LLC | 86,884 | $704.6K | 0.37% | +13,579+18.5% | Added |
| Marino, Stram & Associates LLC | 86,571 | $702.1K | 0.13% | 00.0% | Unchanged |
| Mariner, LLC | 85,794 | $695.8K | 0.00% | +3,283+4.0% | Added |
| Shulman DeMeo Asset Management LLC | 85,354 | $692.2K | 0.16% | −3,700−4.2% | Reduced |
| Level Four Advisory Services, LLC | 83,682 | $678.7K | 0.02% | +9,692+13.1% | Added |
| StoneX Group Inc. | 77,525 | $628.7K | 0.03% | −5,305−6.4% | Reduced |
| Bramshill Investments, LLC | 75,805 | $614.8K | 0.03% | +519+0.7% | Added |
| RMB Capital Management, LLC | 75,613 | $613.2K | 0.01% | 00.0% | Unchanged |
| RVW Wealth, LLC | 70,922 | $575.2K | 0.04% | 00.0% | Unchanged |
| Anchor Capital Management Group Inc | 70,000 | $574.0K | 0.29% | 00.0% | Unchanged |
| Abel Hall, LLC | 70,000 | $567.7K | 0.13% | 00.0% | Unchanged |
| Accel Wealth Management | 68,329 | $554.1K | 0.15% | −2,336−3.3% | Reduced |
| Centurion Wealth Management LLC | 67,748 | $549.4K | 0.12% | −302−0.4% | Reduced |
| Principal Securities, Inc. | 67,631 | $548.5K | 0.01% | +8,917+15.2% | Added |
| Prospera Financial Services Inc | 67,421 | $546.8K | 0.01% | −1,648−2.4% | Reduced |
| Rothschild Investment LLC | 66,236 | $537.2K | 0.03% | −2,274−3.3% | Reduced |
| Live Oak Private Wealth LLC | 65,572 | $531.8K | 0.07% | 00.0% | Unchanged |
| Comerica Bank | 63,701 | $516.6K | 0.00% | −948−1.5% | Reduced |
| Investors Asset Management of Georgia Inc | 63,250 | $513.0K | 0.21% | +2,000+3.3% | Added |
| Mosaic Family Wealth Partners, LLC | 58,444 | $474.0K | 0.05% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 56,922 | $461.6K | 0.03% | −4,997−8.1% | Reduced |
| Capital Advisors Inc | 55,837 | $452.8K | 0.01% | +55,837 | New |