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 |
|---|---|---|---|---|---|
| Tempo Wealth, LLC | 13,034 | $105.7K | 0.02% | +13,034 | New |
| Wesbanco Bank Inc | 13,212 | $107.1K | 0.00% | −8,299−38.6% | Reduced |
| MKT Advisors LLC | 13,388 | $108.6K | 0.04% | −3,170−19.1% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 13,426 | $108.9K | 0.00% | +156+1.2% | Added |
| VeraBank, N.A. | 13,658 | $110.8K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 13,672 | $110.9K | 0.03% | +70+0.5% | Added |
| Royal Fund Management, LLC | 13,823 | $112.1K | 0.01% | +2,636+23.6% | Added |
| Ieq Capital, LLC | 13,843 | $112.3K | 0.00% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 14,000 | $113.5K | 0.04% | +1,000+7.7% | Added |
| Warren Averett Asset Management, LLC | 14,011 | $113.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 14,021 | $113.7K | 0.00% | +8,044+134.6% | Added |
| Parsons Capital Management Inc | 14,193 | $115.1K | 0.01% | 00.0% | Unchanged |
| Post Resch Tallon Group Inc. | 14,560 | $118.1K | 0.10% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 14,688 | $119.1K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 14,722 | $119.4K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 14,901 | $120.8K | 0.00% | −1,087−6.8% | Reduced |
| Segment Wealth Management, LLC | 15,006 | $121.7K | 0.01% | +15,006 | New |
| Argentarii, LLC | 15,073 | $122.2K | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 15,312 | $124.2K | 0.00% | +2,000+15.0% | Added |
| Two Sigma Securities, LLC | 15,362 | $124.6K | 0.02% | +15,362 | New |
| Coastal Investment Advisors, Inc. | 15,668 | $127.1K | 0.04% | −5,916−27.4% | Reduced |
| Advance Capital Management, Inc. | 15,926 | $129.2K | 0.01% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 16,109 | $130.6K | 0.00% | −667−4.0% | Reduced |
| Beacon Financial Group | 16,112 | $130.7K | 0.01% | +451+2.9% | Added |
| Horizon Kinetics Asset Management LLC | 16,426 | $133.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 16,645 | $135.0K | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 16,695 | $135.4K | 0.01% | +22+0.1% | Added |
| Huntleigh Advisors, Inc. | 16,720 | $135.6K | 0.02% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 17,322 | $140.6K | 0.00% | +791+4.8% | Added |
| Zacks Investment Management | 17,521 | $142.1K | 0.00% | −922−5.0% | Reduced |
| SageView Advisory Group, LLC | 17,539 | $142.2K | 0.00% | −10,191−36.8% | Reduced |
| JB Capital LLC | 17,568 | $142.5K | 0.01% | +3,557+25.4% | Added |
| Quantinno Capital Management LP | 17,640 | $143.1K | 0.00% | −20,298−53.5% | Reduced |
| Change Path, LLC | 17,771 | $144.1K | 0.00% | +3,607+25.5% | Added |
| Clearstead Advisors, LLC | 17,902 | $145.2K | 0.00% | +564+3.3% | Added |
| Burney Co | 18,289 | $148.3K | 0.00% | −3,421−15.8% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 18,352 | $148.8K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 18,373 | $149.0K | 0.01% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 18,427 | $149.4K | 0.00% | −9,610−34.3% | Reduced |
| Concorde Asset Management, LLC | 18,482 | $149.9K | 0.06% | −1,350−6.8% | Reduced |
| RFG Advisory, LLC | 18,867 | $153.0K | 0.00% | +445+2.4% | Added |
| Clifford Swan Investment Counsel LLC | 18,952 | $153.7K | 0.01% | −2,472−11.5% | Reduced |
| J. L. Bainbridge & Co., Inc. | 18,991 | $154.0K | 0.01% | 00.0% | Unchanged |
| Mueller Wealth, LLC | 19,187 | $155.6K | 0.13% | +19,187 | New |
| Summit Trail Advisors, LLC | 19,365 | $157.0K | 0.00% | +610+3.3% | Added |
| WealthTrust Axiom LLC | 19,879 | $161.2K | 0.04% | 00.0% | Unchanged |
| Vines Capital Management, LLC | 19,913 | $161.5K | 0.16% | +19,913 | New |
| Park Avenue Securities LLC | 20,071 | $163.0K | 0.00% | −3,874−16.2% | Reduced |
| DV Trading LLC | 20,218 | $164.0K | 0.01% | +20,218 | New |
| TSFG, LLC | 20,222 | $164.0K | 0.02% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 20,475 | $166.1K | 0.01% | +1,300+6.8% | Added |
| Waterfront Wealth Inc. | 20,673 | $168.3K | 0.03% | +11+0.1% | Added |
| Farther Finance Advisors, LLC | 21,700 | $176.0K | 0.00% | −8,671−28.6% | Reduced |
| Tyche Wealth Partners LLC | 22,176 | $179.9K | 0.03% | +101+0.5% | Added |
| Sage Capital Management, LLC | 22,500 | $182.5K | 0.08% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 22,502 | $182.5K | 0.07% | +40+0.2% | Added |
| Gill Capital Partners, LLC | 22,748 | $184.5K | 0.06% | −2,874−11.2% | Reduced |
| Apollon Wealth Management, LLC | 22,893 | $185.7K | 0.00% | +389+1.7% | Added |
| PFG Investments, LLC | 22,968 | $186.3K | 0.01% | +775+3.5% | Added |
| Valley Brook Capital Group | 22,996 | $186.5K | 0.12% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 23,108 | $187.4K | 0.04% | +2,392+11.5% | Added |
| Wagner Wealth Management, LLC | 23,465 | $190.3K | 0.04% | −1,103−4.5% | Reduced |
| RSM US Wealth Management LLC | 23,723 | $194.1K | 0.00% | −8,252−25.8% | Reduced |
| Berger Financial Group, Inc | 24,179 | $196.1K | 0.01% | +544+2.3% | Added |
| International Private Wealth Advisors LLC | 24,389 | $197.8K | 0.12% | +719+3.0% | Added |
| TCG Advisory Services, LLC | 24,462 | $198.4K | 0.01% | +4,144+20.4% | Added |
| Duncker Streett & Co Inc | 24,474 | $198.5K | 0.04% | −1,977−7.5% | Reduced |
| Catalina Capital Group, LLC | 24,565 | $199.2K | 0.12% | +128+0.5% | Added |
| Closed-End Fund Advisors, Inc. | 24,785 | $201.0K | 0.12% | +24,785 | New |
| Allworth Financial LP | 24,871 | $201.7K | 0.00% | +3,307+15.3% | Added |
| Keybank National Association | 24,921 | $202.1K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 25,398 | $206.0K | 0.01% | −15−0.1% | Reduced |
| IFG Advisory, LLC | 25,661 | $208.1K | 0.01% | −10,024−28.1% | Reduced |
| Whittier Trust Co | 25,835 | $210.8K | 0.00% | −1,208−4.5% | Reduced |
| Kingstone Capital Partners Texas, LLC | 25,997 | $211.0K | 0.12% | +5,585+27.4% | Added |
| Summit Financial, LLC | 26,466 | $214.6K | 0.00% | −97−0.4% | Reduced |
| SageGuard Financial Group, LLC | 26,722 | $216.7K | 0.03% | +26,722 | New |
| Caldwell Sutter Capital, Inc. | 27,144 | $220.1K | 0.09% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 27,624 | $224.0K | 0.01% | +11,139+67.6% | Added |
| Concord Wealth Partners | 27,725 | $224.8K | 0.03% | +164+0.6% | Added |
| M Holdings Securities, Inc. | 28,107 | $228.0K | 0.02% | +28,107 | New |
| Equitable Holdings, Inc. | 29,059 | $235.7K | 0.00% | +3,313+12.9% | Added |
| UMA Financial Services, Inc. | 29,367 | $238.2K | 0.03% | 00.0% | Unchanged |
| Advisor OS, LLC | 29,490 | $239.2K | 0.02% | −133−0.4% | Reduced |
| Creative Planning | 29,564 | $239.8K | 0.00% | +3,279+12.5% | Added |
| Oppenheimer & Co Inc | 29,895 | $242.4K | 0.00% | −3,336−10.0% | Reduced |
| Asset One Wealth Management LLC | 29,850 | $244.5K | 0.03% | +29,850 | New |
| Fortitude Advisory Group L.L.C. | 30,719 | $249.1K | 0.11% | +5,158+20.2% | Added |
| Private Trust Co NA | 31,148 | $252.6K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 31,178 | $252.9K | 0.00% | +9,180+41.7% | Added |
| Kingswood Wealth Advisors, LLC | 31,392 | $254.6K | 0.01% | −5,008−13.8% | Reduced |
| Uptown Financial Advisors LLC | 31,600 | $256.3K | 0.22% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 31,755 | $257.5K | 0.00% | +31,755 | New |
| Prairie Wealth Advisors, Inc. | 0 | $259.3K | 0.11% | −30,171−100.0% | Reduced |
| IHT Wealth Management, LLC | 32,146 | $260.7K | 0.01% | −1,407−4.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 32,255 | $261.6K | 0.01% | +2,618+8.8% | Added |
| Fund Advisors of America Inc | 32,854 | $266.4K | 0.24% | +32,854 | New |
| Baird Financial Group, Inc. | 33,396 | $270.8K | 0.00% | −200−0.6% | Reduced |
| Susquehanna International Group, LLP | 33,850 | $274.5K | 0.00% | +13,924+69.9% | Added |
| Kovack Advisors, Inc. | 34,117 | $276.7K | 0.01% | +22,274+188.1% | Added |