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 |
|---|---|---|---|---|---|
| MML Investors Services, LLC | 55,831 | $452.8K | 0.00% | −1,162−2.0% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $448.2K | 0.14% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 52,969 | $429.6K | 0.24% | −1,608,135−96.8% | Reduced |
| National Asset Management, Inc. | 52,930 | $429.3K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 52,811 | $428.3K | 0.00% | −58,851−52.7% | Reduced |
| Global Retirement Partners, LLC | 52,594 | $426.5K | 0.01% | +51,566+5,016.1% | Added |
| Rockefeller Capital Management L.P. | 52,209 | $423.4K | 0.00% | −10,230−16.4% | Reduced |
| Terry L. Blaker | 51,643 | $418.8K | 0.02% | +51,643 | New |
| Onyx Financial Advisors, LLC | 50,149 | $406.7K | 0.17% | +12,301+32.5% | Added |
| Tectonic Advisors LLC | 50,000 | $405.5K | 0.02% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 49,782 | $403.7K | 0.17% | −22,108−30.8% | Reduced |
| Concurrent Investment Advisors, LLC | 49,695 | $403.0K | 0.00% | +479+1.0% | Added |
| Pathstone Holdings, LLC | 49,570 | $402.0K | 0.00% | +24,570+98.3% | Added |
| One Wealth Capital Management, LLC | 49,025 | $397.6K | 0.17% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 46,974 | $381.0K | 0.04% | +356+0.8% | Added |
| Investmark Advisory Group LLC | 45,486 | $368.9K | 0.16% | +233+0.5% | Added |
| Carson Advisory Inc. | 45,061 | $365.4K | 0.19% | −800−1.7% | Reduced |
| Operose Advisors LLC | 44,465 | $360.6K | 0.08% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 43,265 | $350.9K | 0.01% | +43,265 | New |
| Smith Chas P & Associates Pa Cpas | 42,500 | $344.7K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 42,211 | $342.3K | 0.01% | −15,589−27.0% | Reduced |
| Sage Capital Advisors,llc | 42,193 | $342.2K | 0.08% | +1,014+2.5% | Added |
| Northwestern Mutual Wealth Management Co | 40,888 | $331.6K | 0.00% | −771−1.9% | Reduced |
| Silver Oak Securities, Inc | 39,363 | $319.6K | 0.02% | +8,370+27.0% | Added |
| Liberty Wealth Management LLC | 38,295 | $310.6K | 0.04% | +38,295 | New |
| D.A. Davidson & Co. | 36,794 | $298.4K | 0.00% | −9,963−21.3% | Reduced |
| Elevate Capital Advisors, LLC | 35,311 | $286.4K | 0.19% | +729+2.1% | Added |
| Mercer Global Advisors Inc | 35,016 | $284.0K | 0.00% | +3,494+11.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 34,485 | $279.7K | 0.03% | −123−0.4% | Reduced |
| Daymark Wealth Partners, LLC | 34,405 | $279.0K | 0.01% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 34,117 | $276.7K | 0.01% | +22,274+188.1% | Added |
| Susquehanna International Group, LLP | 33,850 | $274.5K | 0.00% | +13,924+69.9% | Added |
| Baird Financial Group, Inc. | 33,396 | $270.8K | 0.00% | −200−0.6% | Reduced |
| Fund Advisors of America Inc | 32,854 | $266.4K | 0.24% | +32,854 | New |
| Mount Yale Investment Advisors, LLC | 32,255 | $261.6K | 0.01% | +2,618+8.8% | Added |
| IHT Wealth Management, LLC | 32,146 | $260.7K | 0.01% | −1,407−4.2% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $259.3K | 0.11% | −30,171−100.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 31,755 | $257.5K | 0.00% | +31,755 | New |
| Uptown Financial Advisors LLC | 31,600 | $256.3K | 0.22% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 31,392 | $254.6K | 0.01% | −5,008−13.8% | Reduced |
| Merit Financial Group, LLC | 31,178 | $252.9K | 0.00% | +9,180+41.7% | Added |
| Private Trust Co NA | 31,148 | $252.6K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 30,719 | $249.1K | 0.11% | +5,158+20.2% | Added |
| Asset One Wealth Management LLC | 29,850 | $244.5K | 0.03% | +29,850 | New |
| Oppenheimer & Co Inc | 29,895 | $242.4K | 0.00% | −3,336−10.0% | Reduced |
| Creative Planning | 29,564 | $239.8K | 0.00% | +3,279+12.5% | Added |
| Advisor OS, LLC | 29,490 | $239.2K | 0.02% | −133−0.4% | Reduced |
| UMA Financial Services, Inc. | 29,367 | $238.2K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 29,059 | $235.7K | 0.00% | +3,313+12.9% | Added |
| M Holdings Securities, Inc. | 28,107 | $228.0K | 0.02% | +28,107 | New |
| Concord Wealth Partners | 27,725 | $224.8K | 0.03% | +164+0.6% | Added |
| Snowden Capital Advisors LLC | 27,624 | $224.0K | 0.01% | +11,139+67.6% | Added |
| Caldwell Sutter Capital, Inc. | 27,144 | $220.1K | 0.09% | 00.0% | Unchanged |
| SageGuard Financial Group, LLC | 26,722 | $216.7K | 0.03% | +26,722 | New |
| Summit Financial, LLC | 26,466 | $214.6K | 0.00% | −97−0.4% | Reduced |
| Kingstone Capital Partners Texas, LLC | 25,997 | $211.0K | 0.12% | +5,585+27.4% | Added |
| Whittier Trust Co | 25,835 | $210.8K | 0.00% | −1,208−4.5% | Reduced |
| IFG Advisory, LLC | 25,661 | $208.1K | 0.01% | −10,024−28.1% | Reduced |
| Sigma Planning Corp | 25,398 | $206.0K | 0.01% | −15−0.1% | Reduced |
| Keybank National Association | 24,921 | $202.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 24,871 | $201.7K | 0.00% | +3,307+15.3% | Added |
| Closed-End Fund Advisors, Inc. | 24,785 | $201.0K | 0.12% | +24,785 | New |
| Catalina Capital Group, LLC | 24,565 | $199.2K | 0.12% | +128+0.5% | Added |
| Duncker Streett & Co Inc | 24,474 | $198.5K | 0.04% | −1,977−7.5% | Reduced |
| TCG Advisory Services, LLC | 24,462 | $198.4K | 0.01% | +4,144+20.4% | Added |
| International Private Wealth Advisors LLC | 24,389 | $197.8K | 0.12% | +719+3.0% | Added |
| Berger Financial Group, Inc | 24,179 | $196.1K | 0.01% | +544+2.3% | Added |
| RSM US Wealth Management LLC | 23,723 | $194.1K | 0.00% | −8,252−25.8% | Reduced |
| Wagner Wealth Management, LLC | 23,465 | $190.3K | 0.04% | −1,103−4.5% | Reduced |
| Founders Financial Alliance, LLC | 23,108 | $187.4K | 0.04% | +2,392+11.5% | Added |
| Valley Brook Capital Group | 22,996 | $186.5K | 0.12% | 00.0% | Unchanged |
| PFG Investments, LLC | 22,968 | $186.3K | 0.01% | +775+3.5% | Added |
| Apollon Wealth Management, LLC | 22,893 | $185.7K | 0.00% | +389+1.7% | Added |
| Gill Capital Partners, LLC | 22,748 | $184.5K | 0.06% | −2,874−11.2% | Reduced |
| Glass Jacobson Investment Advisors llc | 22,502 | $182.5K | 0.07% | +40+0.2% | Added |
| Sage Capital Management, LLC | 22,500 | $182.5K | 0.08% | 00.0% | Unchanged |
| Tyche Wealth Partners LLC | 22,176 | $179.9K | 0.03% | +101+0.5% | Added |
| Farther Finance Advisors, LLC | 21,700 | $176.0K | 0.00% | −8,671−28.6% | Reduced |
| Waterfront Wealth Inc. | 20,673 | $168.3K | 0.03% | +11+0.1% | Added |
| Jacobi Capital Management LLC | 20,475 | $166.1K | 0.01% | +1,300+6.8% | Added |
| TSFG, LLC | 20,222 | $164.0K | 0.02% | 00.0% | Unchanged |
| DV Trading LLC | 20,218 | $164.0K | 0.01% | +20,218 | New |
| Park Avenue Securities LLC | 20,071 | $163.0K | 0.00% | −3,874−16.2% | Reduced |
| Vines Capital Management, LLC | 19,913 | $161.5K | 0.16% | +19,913 | New |
| WealthTrust Axiom LLC | 19,879 | $161.2K | 0.04% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 19,365 | $157.0K | 0.00% | +610+3.3% | Added |
| Mueller Wealth, LLC | 19,187 | $155.6K | 0.13% | +19,187 | New |
| J. L. Bainbridge & Co., Inc. | 18,991 | $154.0K | 0.01% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 18,952 | $153.7K | 0.01% | −2,472−11.5% | Reduced |
| RFG Advisory, LLC | 18,867 | $153.0K | 0.00% | +445+2.4% | Added |
| Concorde Asset Management, LLC | 18,482 | $149.9K | 0.06% | −1,350−6.8% | Reduced |
| Bank of New York Mellon Corp | 18,427 | $149.4K | 0.00% | −9,610−34.3% | Reduced |
| Shufro Rose & Co LLC | 18,373 | $149.0K | 0.01% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 18,352 | $148.8K | 0.00% | 00.0% | Unchanged |
| Burney Co | 18,289 | $148.3K | 0.00% | −3,421−15.8% | Reduced |
| Clearstead Advisors, LLC | 17,902 | $145.2K | 0.00% | +564+3.3% | Added |
| Change Path, LLC | 17,771 | $144.1K | 0.00% | +3,607+25.5% | Added |
| Quantinno Capital Management LP | 17,640 | $143.1K | 0.00% | −20,298−53.5% | Reduced |
| JB Capital LLC | 17,568 | $142.5K | 0.01% | +3,557+25.4% | Added |
| SageView Advisory Group, LLC | 17,539 | $142.2K | 0.00% | −10,191−36.8% | Reduced |