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 |
|---|---|---|---|---|---|
| Daymark Wealth Partners, LLC | 34,405 | $279.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 34,485 | $279.7K | 0.03% | −123−0.4% | Reduced |
| Mercer Global Advisors Inc | 35,016 | $284.0K | 0.00% | +3,494+11.1% | Added |
| Elevate Capital Advisors, LLC | 35,311 | $286.4K | 0.19% | +729+2.1% | Added |
| D.A. Davidson & Co. | 36,794 | $298.4K | 0.00% | −9,963−21.3% | Reduced |
| Liberty Wealth Management LLC | 38,295 | $310.6K | 0.04% | +38,295 | New |
| Silver Oak Securities, Inc | 39,363 | $319.6K | 0.02% | +8,370+27.0% | Added |
| Northwestern Mutual Wealth Management Co | 40,888 | $331.6K | 0.00% | −771−1.9% | Reduced |
| Sage Capital Advisors,llc | 42,193 | $342.2K | 0.08% | +1,014+2.5% | Added |
| Ameritas Advisory Services, LLC | 42,211 | $342.3K | 0.01% | −15,589−27.0% | Reduced |
| Smith Chas P & Associates Pa Cpas | 42,500 | $344.7K | 0.02% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 43,265 | $350.9K | 0.01% | +43,265 | New |
| Operose Advisors LLC | 44,465 | $360.6K | 0.08% | 00.0% | Unchanged |
| Carson Advisory Inc. | 45,061 | $365.4K | 0.19% | −800−1.7% | Reduced |
| Investmark Advisory Group LLC | 45,486 | $368.9K | 0.16% | +233+0.5% | Added |
| NWF Advisory Services Inc. | 46,974 | $381.0K | 0.04% | +356+0.8% | Added |
| One Wealth Capital Management, LLC | 49,025 | $397.6K | 0.17% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 49,570 | $402.0K | 0.00% | +24,570+98.3% | Added |
| Concurrent Investment Advisors, LLC | 49,695 | $403.0K | 0.00% | +479+1.0% | Added |
| Cottage Street Advisors LLC | 49,782 | $403.7K | 0.17% | −22,108−30.8% | Reduced |
| Tectonic Advisors LLC | 50,000 | $405.5K | 0.02% | 00.0% | Unchanged |
| Onyx Financial Advisors, LLC | 50,149 | $406.7K | 0.17% | +12,301+32.5% | Added |
| Terry L. Blaker | 51,643 | $418.8K | 0.02% | +51,643 | New |
| Rockefeller Capital Management L.P. | 52,209 | $423.4K | 0.00% | −10,230−16.4% | Reduced |
| Global Retirement Partners, LLC | 52,594 | $426.5K | 0.01% | +51,566+5,016.1% | Added |
| Citadel Advisors LLC | 52,811 | $428.3K | 0.00% | −58,851−52.7% | Reduced |
| National Asset Management, Inc. | 52,930 | $429.3K | 0.02% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 52,969 | $429.6K | 0.24% | −1,608,135−96.8% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $448.2K | 0.14% | 00.0% | Unchanged |
| MML Investors Services, LLC | 55,831 | $452.8K | 0.00% | −1,162−2.0% | Reduced |
| Capital Advisors Inc | 55,837 | $452.8K | 0.01% | +55,837 | New |
| International Assets Investment Management, LLC | 56,922 | $461.6K | 0.03% | −4,997−8.1% | Reduced |
| Mosaic Family Wealth Partners, LLC | 58,444 | $474.0K | 0.05% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 63,250 | $513.0K | 0.21% | +2,000+3.3% | Added |
| Comerica Bank | 63,701 | $516.6K | 0.00% | −948−1.5% | Reduced |
| Live Oak Private Wealth LLC | 65,572 | $531.8K | 0.07% | 00.0% | Unchanged |
| Rothschild Investment LLC | 66,236 | $537.2K | 0.03% | −2,274−3.3% | Reduced |
| Prospera Financial Services Inc | 67,421 | $546.8K | 0.01% | −1,648−2.4% | Reduced |
| Principal Securities, Inc. | 67,631 | $548.5K | 0.01% | +8,917+15.2% | Added |
| Centurion Wealth Management LLC | 67,748 | $549.4K | 0.12% | −302−0.4% | Reduced |
| Accel Wealth Management | 68,329 | $554.1K | 0.15% | −2,336−3.3% | Reduced |
| Abel Hall, LLC | 70,000 | $567.7K | 0.13% | 00.0% | Unchanged |
| Anchor Capital Management Group Inc | 70,000 | $574.0K | 0.29% | 00.0% | Unchanged |
| RVW Wealth, LLC | 70,922 | $575.2K | 0.04% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 75,613 | $613.2K | 0.01% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 75,805 | $614.8K | 0.03% | +519+0.7% | Added |
| StoneX Group Inc. | 77,525 | $628.7K | 0.03% | −5,305−6.4% | Reduced |
| Level Four Advisory Services, LLC | 83,682 | $678.7K | 0.02% | +9,692+13.1% | Added |
| Shulman DeMeo Asset Management LLC | 85,354 | $692.2K | 0.16% | −3,700−4.2% | Reduced |
| Mariner, LLC | 85,794 | $695.8K | 0.00% | +3,283+4.0% | Added |
| Marino, Stram & Associates LLC | 86,571 | $702.1K | 0.13% | 00.0% | Unchanged |
| Mission Hills Financial Advisory, LLC | 86,884 | $704.6K | 0.37% | +13,579+18.5% | Added |
| Spire Wealth Management | 88,269 | $715.9K | 0.02% | −1,494−1.7% | Reduced |
| Triumph Capital Management | 90,506 | $734.0K | 0.16% | +3,473+4.0% | Added |
| Independent Financial Group, LLC | 93,673 | $759.7K | 0.02% | +6,992+8.1% | Added |
| Kestra Private Wealth Services, LLC | 95,424 | $773.9K | 0.01% | +39,176+69.6% | Added |
| Harbour Investments, Inc. | 96,870 | $785.6K | 0.02% | +16,004+19.8% | Added |
| Melfa Wealth Management, LLC | 97,108 | $787.5K | 0.45% | −122−0.1% | Reduced |
| Integrated Wealth Concepts LLC | 97,432 | $790.2K | 0.01% | +54,325+126.0% | Added |
| Diversify Wealth Management, LLC | 98,358 | $803.6K | 0.04% | −8,523−8.0% | Reduced |
| Pensionmark Financial Group, LLC | 100,323 | $813.6K | 0.01% | +81,997+447.4% | Added |
| Palogic Value Management, L.P. | 100,564 | $815.6K | 0.35% | +247+0.2% | Added |
| AlphaCore Capital LLC | 101,834 | $825.9K | 0.02% | −5,032−4.7% | Reduced |
| Cornerstone Advisory, LLC | 104,883 | $850.6K | 0.08% | −27,435−20.7% | Reduced |
| Advisory Services Network, LLC | 109,682 | $889.5K | 0.01% | +212+0.2% | Added |
| Wedbush Securities Inc | 111,354 | $903.0K | 0.03% | −7,861−6.6% | Reduced |
| Samalin Investment Counsel, LLC | 118,931 | $964.5K | 0.34% | −1,438−1.2% | Reduced |
| Wealthcare Advisory Partners LLC | 123,451 | $1.00M | 0.02% | +10,730+9.5% | Added |
| Cary Street Partners Financial LLC | 130,528 | $1.06M | 0.03% | +3,500+2.8% | Added |
| HighTower Advisors, LLC | 146,735 | $1.19M | 0.00% | +16,676+12.8% | Added |
| Private Advisor Group, LLC | 150,238 | $1.22M | 0.01% | −5,865−3.8% | Reduced |
| Thoma Capital Management LLC | 154,498 | $1.25M | 0.72% | −279,073−64.4% | Reduced |
| Sowell Financial Services LLC | 154,997 | $1.26M | 0.05% | −280−0.2% | Reduced |
| E&G Advisors, LP | 158,245 | $1.28M | 0.29% | −8,991−5.4% | Reduced |
| Umb Bank N A | 158,854 | $1.29M | 0.02% | +86,362+119.1% | Added |
| Thrivent Financial for Lutherans | 161,712 | $1.31M | 0.00% | 00.0% | Unchanged |
| Wright Wealth LLC | 172,985 | $1.40M | 0.91% | +172,985 | New |
| Wiley Bros.-Aintree Capital, LLC | 189,627 | $1.54M | 0.01% | +48,473+34.3% | Added |
| Geneos Wealth Management Inc. | 196,865 | $1.60M | 0.04% | +1,509+0.8% | Added |
| Wealthspire Advisors, LLC | 202,186 | $1.64M | 0.01% | −24,300−10.7% | Reduced |
| J.W. Cole Advisors, Inc. | 209,431 | $1.69M | 0.04% | +90,513+76.1% | Added |
| CoreCap Advisors, LLC | 222,344 | $1.80M | 0.06% | −8,668−3.8% | Reduced |
| First Trust Advisors LP | 237,856 | $1.93M | 0.00% | +952+0.4% | Added |
| Davenport & Co LLC | 246,620 | $2.00M | 0.01% | −3,803−1.5% | Reduced |
| MSH Capital Advisors LLC | 258,815 | $2.10M | 0.45% | +5,049+2.0% | Added |
| Wealth Advisory Solutions, LLC | 274,024 | $2.22M | 0.52% | −358−0.1% | Reduced |
| Ibex Wealth Advisors | 292,799 | $2.37M | 0.23% | −23,288−7.4% | Reduced |
| Prelude Capital Management, LLC | 300,000 | $2.43M | 0.18% | 00.0% | Unchanged |
| Capital Investment Advisors, LLC | 314,730 | $2.55M | 0.04% | −21,441−6.4% | Reduced |
| Jane Street Group, LLC | 318,905 | $2.59M | 0.00% | +203,579+176.5% | Added |
| Steward Partners Investment Advisory, LLC | 326,921 | $2.65M | 0.01% | +68,053+26.3% | Added |
| Sanctuary Advisors, LLC | 336,817 | $2.73M | 0.01% | +23,080+7.4% | Added |
| GWM Advisors LLC | 340,448 | $2.76M | 0.01% | +10,745+3.3% | Added |
| Fiera Capital Corp | 346,849 | $2.81M | 0.01% | +70,282+25.4% | Added |
| Campbell Capital Management Inc | 348,264 | $2.82M | 0.96% | −4,152−1.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 353,598 | $2.89M | 0.00% | +47,581+15.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 373,908 | $3.03M | 0.10% | −137,394−26.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 423,675 | $3.44M | 0.01% | −32,955−7.2% | Reduced |
| Envestnet Asset Management Inc | 437,632 | $3.55M | 0.00% | −139,797−24.2% | Reduced |
| Protective Life Corp | 440,000 | $3.57M | 100.00% | 00.0% | Unchanged |