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 |
|---|---|---|---|---|---|
| BOK Financial Private Wealth, Inc. | 1,137 | $9.22K | 0.00% | +1,137 | New |
| Turning Point Benefit Group, Inc. | 1,092 | $8.86K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1,043 | $8.46K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 995 | $8.07K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 976 | $7.92K | 0.00% | +15+1.6% | Added |
| Cape Investment Advisory, Inc. | 941 | $7.63K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 902 | $7.32K | 0.00% | −3,300−78.5% | Reduced |
| Wealth Preservation Advisors, LLC | 805 | $6.53K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 748 | $6.07K | 0.00% | −2−0.3% | Reduced |
| Trust Co | 676 | $5.48K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 669 | $5.43K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 667 | $5.41K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 627 | $5.00K | 0.00% | +627 | New |
| Darwin Advisors, LLC | 551 | $4.47K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 427 | $3.46K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 359 | $2.91K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 350 | $2.84K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 300 | $2.43K | 0.00% | 00.0% | Unchanged |
| Navalign, LLC | 277 | $2.25K | 0.00% | +277 | New |
| Trust Co of Toledo NA | 276 | $2.24K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 247 | $2.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 219 | $1.78K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 136 | $1.10K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 95 | $771 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 87 | $706 | 0.00% | +87 | New |
| Pflug Koory, LLC | 66 | $535 | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10 | $81 | 0.00% | −33−76.7% | Reduced |
| GAMMA Investing LLC | 7 | $57 | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 1 | $8 | 0.00% | +1 | New |
| Lloyd Advisory Services, LLC. | 1 | $5 | 0.00% | +1 | New |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −529,686−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −179,162−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −85,144−100.0% | Sold out |
| Everstar Asset Management, LLC | 0 | $0 | 0.00% | −69,074−100.0% | Sold out |
| Portfolio Strategies, Inc. | 0 | $0 | 0.00% | −40,638−100.0% | Sold out |
| Penbrook Management LLC | 0 | $0 | 0.00% | −25,710−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −22,129−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −14,550−100.0% | Sold out |
| TCFG Wealth Management, LLC | 0 | $0 | 0.00% | −14,525−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −10,687−100.0% | Sold out |
| Accredited Investor Services, LLC | 0 | $0 | 0.00% | −10,565−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −10,244−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,162−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −8,771−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,872−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −1,681−100.0% | Sold out |
| Gen-Wealth Partners Inc | 0 | $0 | 0.00% | −429−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Stonegate Investment Group, LLC | – | – | – | – | Not filed |
| Creekmur Asset Management LLC | – | – | – | – | Not filed |