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 |
|---|---|---|---|---|---|
| Zacks Investment Management | 17,521 | $142.1K | 0.00% | −922−5.0% | Reduced |
| CI Private Wealth, LLC | 17,322 | $140.6K | 0.00% | +791+4.8% | Added |
| Huntleigh Advisors, Inc. | 16,720 | $135.6K | 0.02% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 16,695 | $135.4K | 0.01% | +22+0.1% | Added |
| EverSource Wealth Advisors, LLC | 16,645 | $135.0K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 16,426 | $133.2K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Group | 16,112 | $130.7K | 0.01% | +451+2.9% | Added |
| Alpha Cubed Investments, LLC | 16,109 | $130.6K | 0.00% | −667−4.0% | Reduced |
| Advance Capital Management, Inc. | 15,926 | $129.2K | 0.01% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 15,668 | $127.1K | 0.04% | −5,916−27.4% | Reduced |
| Two Sigma Securities, LLC | 15,362 | $124.6K | 0.02% | +15,362 | New |
| Perigon Wealth Management, LLC | 15,312 | $124.2K | 0.00% | +2,000+15.0% | Added |
| Argentarii, LLC | 15,073 | $122.2K | 0.04% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 15,006 | $121.7K | 0.01% | +15,006 | New |
| Belpointe Asset Management LLC | 14,901 | $120.8K | 0.00% | −1,087−6.8% | Reduced |
| SRS Capital Advisors, Inc. | 14,722 | $119.4K | 0.00% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 14,688 | $119.1K | 0.01% | 00.0% | Unchanged |
| Post Resch Tallon Group Inc. | 14,560 | $118.1K | 0.10% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 14,193 | $115.1K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 14,021 | $113.7K | 0.00% | +8,044+134.6% | Added |
| Warren Averett Asset Management, LLC | 14,011 | $113.6K | 0.00% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 14,000 | $113.5K | 0.04% | +1,000+7.7% | Added |
| Ieq Capital, LLC | 13,843 | $112.3K | 0.00% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 13,823 | $112.1K | 0.01% | +2,636+23.6% | Added |
| Beacon Financial Advisory LLC | 13,672 | $110.9K | 0.03% | +70+0.5% | Added |
| VeraBank, N.A. | 13,658 | $110.8K | 0.02% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 13,426 | $108.9K | 0.00% | +156+1.2% | Added |
| MKT Advisors LLC | 13,388 | $108.6K | 0.04% | −3,170−19.1% | Reduced |
| Wesbanco Bank Inc | 13,212 | $107.1K | 0.00% | −8,299−38.6% | Reduced |
| Tempo Wealth, LLC | 13,034 | $105.7K | 0.02% | +13,034 | New |
| 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 |
| Smith Shellnut Wilson LLC | 12,855 | $104.3K | 0.04% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 12,841 | $104.1K | 0.01% | +22+0.2% | Added |
| SFE Investment Counsel | 12,816 | $103.9K | 0.02% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 12,721 | $103.2K | 0.03% | +12,721 | New |
| Tradition Wealth Management, LLC | 12,677 | $102.8K | 0.01% | 00.0% | Unchanged |
| Aspire Growth Partners LLC | 12,564 | $101.9K | 0.07% | +396+3.3% | Added |
| Strategic Financial Concepts, LLC | 12,554 | $101.8K | 0.09% | +12,554 | New |
| Diesslin Group, Inc. | 12,528 | $101.6K | 0.04% | +12,528 | New |
| Capital Investment Advisory Services, LLC | 12,498 | $101.4K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 12,143 | $98.5K | 0.01% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 12,108 | $98.2K | 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 |
| Titleist Asset Management, LLC | 11,833 | $96.0K | 0.01% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 11,767 | $95.4K | 0.04% | −1,360−10.4% | Reduced |
| Green Square Capital Advisors LLC | 11,653 | $94.5K | 0.01% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 11,627 | $94.3K | 0.03% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 11,520 | $93.4K | 0.06% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 11,428 | $92.7K | 0.02% | 00.0% | Unchanged |
| Certified Advisory Corp | 11,320 | $91.8K | 0.01% | +269+2.4% | Added |
| Sunpointe, LLC | 11,200 | $90.8K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 10,966 | $88.9K | 0.00% | +10,966 | New |
| Stock Yards Bank & Trust Co | 10,904 | $88.4K | 0.00% | 00.0% | Unchanged |
| BankPlus Wealth Management LLC | 10,892 | $88.3K | 0.05% | −615−5.3% | Reduced |
| Integrity Advisory Solutions, LLC | 10,657 | $86.4K | 0.01% | +10,657 | New |
| Fox Hill Wealth Management | 10,633 | $86.2K | 0.04% | +10,633 | New |
| W.H. Cornerstone Investments Inc. | 10,489 | $85.1K | 0.05% | +10,489 | New |
| Leigh Baldwin & Co., LLC | 10,380 | $84.0K | 0.06% | −2,049−16.5% | Reduced |
| Collaborative Wealth Managment Inc. | 10,290 | $83.5K | 0.03% | +10,290 | New |
| Maryland Capital Advisors Inc. | 10,005 | $81.1K | 0.03% | −40.0% | Reduced |
| Future Financial Wealth Managment LLC | 10,000 | $80.7K | 0.05% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 9,888 | $80.2K | 0.02% | +9,888 | New |
| Fifth Third Bancorp | 9,880 | $80.1K | 0.00% | −19,965−66.9% | Reduced |
| Hollencrest Capital Management | 9,645 | $78.2K | 0.00% | −217−2.2% | Reduced |
| Anchor Investment Management, LLC | 9,357 | $75.9K | 0.01% | −1,422−13.2% | Reduced |
| Ameriflex Group, Inc. | 9,016 | $73.1K | 0.04% | −9,016−50.0% | Reduced |
| CWM, LLC | 8,799 | $71.0K | 0.00% | +626+7.7% | Added |
| NBC Securities, Inc. | 8,135 | $66.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 8,000 | $64.9K | 0.00% | +7,131+820.6% | Added |
| Strategic Wealth Partners, Ltd. | 7,908 | $64.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 7,645 | $62.0K | 0.01% | +7,645 | New |
| Central Trust Co | 7,493 | $60.8K | 0.00% | −2,669−26.3% | Reduced |
| Harbor Investment Advisory, LLC | 6,248 | $50.7K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 5,675 | $46.0K | 0.00% | −8,523−60.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,943 | $40.3K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 4,966 | $40.0K | 0.01% | +79+1.6% | Added |
| Huntington National Bank | – | $36.4K | 0.00% | – | – |
| CIBC Private Wealth Group, LLC | 4,483 | $36.4K | 0.00% | −1,913−29.9% | Reduced |
| CoreFirst Bank & Trust | 4,197 | $34.0K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,184 | $33.9K | 0.00% | +79+1.9% | Added |
| Sound Income Strategies, LLC | 3,901 | $31.3K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 3,749 | $30.4K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 3,207 | $26.0K | 0.00% | +3,207 | New |
| The PNC Financial Services Group, Inc. | 3,154 | $25.6K | 0.00% | +2,000+173.3% | Added |
| Washington Trust Advisors, Inc. | 2,600 | $21.1K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 2,499 | $20.3K | 0.01% | +2,499 | New |
| WPG Advisers, LLC | 2,474 | $20.1K | 0.01% | −810−24.7% | Reduced |
| Ronald Blue Trust, Inc. | 2,398 | $19.4K | 0.00% | 00.0% | Unchanged |
| Turim 21 Investimentos Ltda. | 2,215 | $18.0K | 0.01% | −264−10.6% | Reduced |
| Smartleaf Asset Management LLC | 1,999 | $16.2K | 0.00% | +1,999 | New |
| Aventura Private Wealth, LLC | 2,000 | $16.2K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 1,999 | $16.2K | 0.00% | 00.0% | Unchanged |
| Garton & Associates Financial Advisors LLC | 1,900 | $15.4K | 0.01% | +1,900 | New |
| Assetmark, Inc | 1,713 | $13.9K | 0.00% | +559+48.4% | Added |
| Citizens National Bank Trust Department | 1,400 | $11.4K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1,249 | $10.1K | 0.00% | +1,249 | New |
| GHP Investment Advisors, Inc. | 1,229 | $9.97K | 0.00% | 00.0% | Unchanged |