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 |
|---|---|---|---|---|---|
| Lloyd Advisory Services, LLC. | 1 | $5 | 0.00% | +1 | New |
| Sfam, LLC | 1 | $8 | 0.00% | +1 | New |
| GAMMA Investing LLC | 7 | $57 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10 | $81 | 0.00% | −33−76.7% | Reduced |
| Pflug Koory, LLC | 66 | $535 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 87 | $706 | 0.00% | +87 | New |
| MV Capital Management, Inc. | 95 | $771 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 136 | $1.10K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 219 | $1.78K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 247 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 276 | $2.24K | 0.00% | 00.0% | Unchanged |
| Navalign, LLC | 277 | $2.25K | 0.00% | +277 | New |
| Highline Wealth Partners LLC | 300 | $2.43K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 350 | $2.84K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 359 | $2.91K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 427 | $3.46K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 551 | $4.47K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 627 | $5.00K | 0.00% | +627 | New |
| Medallion Wealth Advisors, LLC | 667 | $5.41K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 669 | $5.43K | 0.00% | 00.0% | Unchanged |
| Trust Co | 676 | $5.48K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 748 | $6.07K | 0.00% | −2−0.3% | Reduced |
| Wealth Preservation Advisors, LLC | 805 | $6.53K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 902 | $7.32K | 0.00% | −3,300−78.5% | Reduced |
| Cape Investment Advisory, Inc. | 941 | $7.63K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 976 | $7.92K | 0.00% | +15+1.6% | Added |
| SWAN Capital LLC | 995 | $8.07K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1,043 | $8.46K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1,092 | $8.86K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,137 | $9.22K | 0.00% | +1,137 | New |
| GHP Investment Advisors, Inc. | 1,229 | $9.97K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,249 | $10.1K | 0.00% | +1,249 | New |
| Citizens National Bank Trust Department | 1,400 | $11.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,713 | $13.9K | 0.00% | +559+48.4% | Added |
| Garton & Associates Financial Advisors LLC | 1,900 | $15.4K | 0.01% | +1,900 | New |
| TCTC Holdings, LLC | 1,999 | $16.2K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2,000 | $16.2K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,999 | $16.2K | 0.00% | +1,999 | New |
| Turim 21 Investimentos Ltda. | 2,215 | $18.0K | 0.01% | −264−10.6% | Reduced |
| Ronald Blue Trust, Inc. | 2,398 | $19.4K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2,474 | $20.1K | 0.01% | −810−24.7% | Reduced |
| Dynamic Wealth Strategies, LLC | 2,499 | $20.3K | 0.01% | +2,499 | New |
| Washington Trust Advisors, Inc. | 2,600 | $21.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 3,154 | $25.6K | 0.00% | +2,000+173.3% | Added |
| Flagship Harbor Advisors, LLC | 3,207 | $26.0K | 0.00% | +3,207 | New |
| Financial Consulate, Inc | 3,749 | $30.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,901 | $31.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,184 | $33.9K | 0.00% | +79+1.9% | Added |
| CoreFirst Bank & Trust | 4,197 | $34.0K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 4,483 | $36.4K | 0.00% | −1,913−29.9% | Reduced |
| Huntington National Bank | – | $36.4K | 0.00% | – | – |
| Hazlett, Burt & Watson, Inc. | 4,966 | $40.0K | 0.01% | +79+1.6% | Added |
| Whittier Trust Co of Nevada Inc | 4,943 | $40.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,675 | $46.0K | 0.00% | −8,523−60.0% | Reduced |
| Harbor Investment Advisory, LLC | 6,248 | $50.7K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 7,493 | $60.8K | 0.00% | −2,669−26.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,645 | $62.0K | 0.01% | +7,645 | New |
| Strategic Wealth Partners, Ltd. | 7,908 | $64.1K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8,000 | $64.9K | 0.00% | +7,131+820.6% | Added |
| NBC Securities, Inc. | 8,135 | $66.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 8,799 | $71.0K | 0.00% | +626+7.7% | Added |
| Ameriflex Group, Inc. | 9,016 | $73.1K | 0.04% | −9,016−50.0% | Reduced |
| Anchor Investment Management, LLC | 9,357 | $75.9K | 0.01% | −1,422−13.2% | Reduced |
| Hollencrest Capital Management | 9,645 | $78.2K | 0.00% | −217−2.2% | Reduced |
| Fifth Third Bancorp | 9,880 | $80.1K | 0.00% | −19,965−66.9% | Reduced |
| Proathlete Wealth Management LLC | 9,888 | $80.2K | 0.02% | +9,888 | New |
| Future Financial Wealth Managment LLC | 10,000 | $80.7K | 0.05% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 10,005 | $81.1K | 0.03% | −40.0% | Reduced |
| Collaborative Wealth Managment Inc. | 10,290 | $83.5K | 0.03% | +10,290 | New |
| Leigh Baldwin & Co., LLC | 10,380 | $84.0K | 0.06% | −2,049−16.5% | Reduced |
| W.H. Cornerstone Investments Inc. | 10,489 | $85.1K | 0.05% | +10,489 | New |
| Fox Hill Wealth Management | 10,633 | $86.2K | 0.04% | +10,633 | New |
| Integrity Advisory Solutions, LLC | 10,657 | $86.4K | 0.01% | +10,657 | New |
| BankPlus Wealth Management LLC | 10,892 | $88.3K | 0.05% | −615−5.3% | Reduced |
| Stock Yards Bank & Trust Co | 10,904 | $88.4K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 10,966 | $88.9K | 0.00% | +10,966 | New |
| Sunpointe, LLC | 11,200 | $90.8K | 0.03% | 00.0% | Unchanged |
| Certified Advisory Corp | 11,320 | $91.8K | 0.01% | +269+2.4% | Added |
| Ironsides Asset Advisors, LLC | 11,428 | $92.7K | 0.02% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 11,520 | $93.4K | 0.06% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 11,627 | $94.3K | 0.03% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 11,653 | $94.5K | 0.01% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 11,767 | $95.4K | 0.04% | −1,360−10.4% | Reduced |
| Titleist Asset Management, LLC | 11,833 | $96.0K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 12,000 | $97.3K | 0.00% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,000 | $97.3K | 0.03% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 12,000 | $97.3K | 0.01% | +12,000 | New |
| Cahaba Wealth Management, Inc. | 12,108 | $98.2K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 12,143 | $98.5K | 0.01% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 12,498 | $101.4K | 0.01% | 00.0% | Unchanged |
| Diesslin Group, Inc. | 12,528 | $101.6K | 0.04% | +12,528 | New |
| Strategic Financial Concepts, LLC | 12,554 | $101.8K | 0.09% | +12,554 | New |
| Aspire Growth Partners LLC | 12,564 | $101.9K | 0.07% | +396+3.3% | Added |
| Tradition Wealth Management, LLC | 12,677 | $102.8K | 0.01% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 12,721 | $103.2K | 0.03% | +12,721 | New |
| SFE Investment Counsel | 12,816 | $103.9K | 0.02% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 12,841 | $104.1K | 0.01% | +22+0.2% | Added |
| Smith Shellnut Wilson LLC | 12,855 | $104.3K | 0.04% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 13,000 | $105.4K | 0.01% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 13,000 | $105.4K | 0.06% | 00.0% | Unchanged |