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, Q1 2026
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Mar 31, 2026. 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
- 326
- +3 vs. Q4 2025
- Shares held
- 65.0M
- −143.9K (−0.2%) vs. Q4 2025
- Total value
- $490.7M
- −$37.7M (−7.1%) vs. Q4 2025
- New holders
- 39
- 107 more added
- Sold out
- 36
- 91 more reduced
7 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 5,442,892 | $41.0M | 0.00% | −1,475,532−21.3% | Reduced |
| Bank of America Corp | 4,777,122 | $36.0M | 0.00% | +254,855+5.6% | Added |
| Wells Fargo & Company | 4,648,791 | $35.1M | 0.01% | +245,746+5.6% | Added |
| UBS Group AG | 4,399,194 | $33.2M | 0.01% | +84,221+2.0% | Added |
| Raymond James Financial Inc | 4,071,964 | $30.7M | 0.01% | +248,042+6.5% | Added |
| Royal Bank of Canada | 2,881,952 | $21.7M | 0.00% | +1,751,478+154.9% | Added |
| Invesco Ltd. | 2,574,651 | $19.4M | 0.00% | −576,795−18.3% | Reduced |
| LPL Financial LLC | 2,279,903 | $17.2M | 0.00% | +26,908+1.2% | Added |
| Guggenheim Capital LLC | 1,907,472 | $14.4M | 0.11% | +10,646+0.6% | Added |
| Captrust Financial Advisors | 1,536,912 | $11.6M | 0.02% | +325,573+26.9% | Added |
| Commonwealth Equity Services, LLC | 1,221,702 | $9.21M | 0.01% | −13,962−1.1% | Reduced |
| Advisor Group Holdings, Inc. | 1,214,016 | $9.15M | 0.01% | +23,710+2.0% | Added |
| Cerity Partners LLC | 1,194,265 | $9.00M | 0.01% | +168,645+16.4% | Added |
| Janney Montgomery Scott LLC | 1,107,112 | $8.35M | 0.02% | −8,808−0.8% | Reduced |
| Greatmark Investment Partners, Inc. | 985,860 | $7.43M | 0.87% | −16,732−1.7% | Reduced |
| We Are One Seven, LLC | 982,812 | $7.41M | 0.15% | +20,859+2.2% | Added |
| Smith Asset Management Co., LLC | 911,404 | $6.87M | 5.90% | −14,620−1.6% | Reduced |
| Truist Financial Corp | 888,223 | $6.70M | 0.01% | +100,313+12.7% | Added |
| Cetera Investment Advisers | 803,340 | $6.06M | 0.01% | +70,033+9.6% | Added |
| Ameriprise Financial Inc | 794,989 | $5.99M | 0.00% | +36,996+4.9% | Added |
| Cohen & Steers, Inc. | 785,251 | $5.92M | 0.01% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 744,388 | $5.61M | 0.02% | +87,270+13.3% | Added |
| Advisors Asset Management, Inc. | 669,557 | $5.05M | 0.08% | −148,540−18.2% | Reduced |
| Moors & Cabot, Inc. | 539,130 | $4.07M | 0.17% | +2,188+0.4% | Added |
| Fca Corp | 526,494 | $3.97M | 1.12% | +10,817+2.1% | Added |
| Chicago Partners Investment Group LLC | 488,314 | $3.89M | 0.09% | −47,818−8.9% | Reduced |
| Stratos Wealth Partners, LTD. | 489,684 | $3.69M | 0.04% | −12,540−2.5% | Reduced |
| Lido Advisors, LLC | 454,737 | $3.46M | 0.01% | +2000.0% | Added |
| Protective Life Corp | 440,000 | $3.32M | 11.03% | 00.0% | Unchanged |
| Stifel Financial Corp | 437,603 | $3.30M | 0.00% | −42,546−8.9% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 431,675 | $3.25M | 0.01% | +8,000+1.9% | Added |
| Envestnet Asset Management Inc | 400,398 | $3.02M | 0.00% | −37,234−8.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 350,571 | $2.69M | 0.01% | −3,027−0.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 351,622 | $2.65M | 0.01% | +24,701+7.6% | Added |
| Sanctuary Advisors, LLC | 338,977 | $2.56M | 0.01% | +2,160+0.6% | Added |
| Fiera Capital Corp | 329,854 | $2.49M | 0.01% | −16,995−4.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 326,333 | $2.46M | 0.08% | −47,575−12.7% | Reduced |
| GWM Advisors LLC | 314,614 | $2.37M | 0.01% | −25,834−7.6% | Reduced |
| Jane Street Group, LLC | 310,476 | $2.34M | 0.00% | −8,429−2.6% | Reduced |
| Ibex Wealth Advisors | 292,047 | $2.20M | 0.21% | −752−0.3% | Reduced |
| Prelude Capital Management, LLC | 289,477 | $2.18M | 0.17% | −10,523−3.5% | Reduced |
| Capital Investment Advisors, LLC | 269,938 | $2.04M | 0.03% | −44,792−14.2% | Reduced |
| MSH Capital Advisors LLC | 252,239 | $1.90M | 0.40% | −6,576−2.5% | Reduced |
| Davenport & Co LLC | 240,022 | $1.81M | 0.01% | −6,598−2.7% | Reduced |
| Wealth Advisory Solutions, LLC | 219,469 | $1.65M | 0.37% | −54,555−19.9% | Reduced |
| CoreCap Advisors, LLC | 218,363 | $1.65M | 0.06% | −3,981−1.8% | Reduced |
| First Trust Advisors LP | 216,026 | $1.63M | 0.00% | −21,830−9.2% | Reduced |
| Harbour Investments, Inc. | 206,694 | $1.56M | 0.02% | +109,824+113.4% | Added |
| Wealthspire Advisors, LLC | 202,659 | $1.53M | 0.01% | +473+0.2% | Added |
| Geneos Wealth Management Inc. | 198,972 | $1.50M | 0.03% | +2,107+1.1% | Added |
| Wright Wealth LLC | 194,179 | $1.46M | 0.98% | +21,194+12.3% | Added |
| Wiley Bros.-Aintree Capital, LLC | 179,290 | $1.35M | 0.01% | −10,337−5.5% | Reduced |
| Jupiter Wealth Management LLC | 168,733 | $1.35M | 0.53% | +168,733 | New |
| Thrivent Financial for Lutherans | 161,712 | $1.22M | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 158,854 | $1.20M | 0.02% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 155,624 | $1.17M | 0.00% | +8,889+6.1% | Added |
| E&G Advisors, LP | 153,900 | $1.16M | 0.26% | −4,345−2.7% | Reduced |
| Private Advisor Group, LLC | 139,034 | $1.05M | 0.00% | −11,204−7.5% | Reduced |
| Wealthcare Advisory Partners LLC | 137,282 | $1.04M | 0.02% | +13,831+11.2% | Added |
| Cary Street Partners Financial LLC | 137,079 | $1.03M | 0.03% | +6,551+5.0% | Added |
| Wedbush Securities Inc | 115,387 | $870.0K | 0.03% | +4,033+3.6% | Added |
| Mission Hills Financial Advisory, LLC | 112,170 | $845.8K | 0.43% | +25,286+29.1% | Added |
| Advisory Services Network, LLC | 109,229 | $823.6K | 0.01% | −453−0.4% | Reduced |
| Samalin Investment Counsel, LLC | 105,673 | $796.8K | 0.28% | −13,258−11.1% | Reduced |
| Cornerstone Advisory, LLC | 104,883 | $790.8K | 0.07% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 98,708 | $779.8K | 0.01% | +350+0.4% | Added |
| Palogic Value Management, L.P. | 100,564 | $758.3K | 0.33% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 99,111 | $753.5K | 0.02% | −2,723−2.7% | Reduced |
| Pensionmark Financial Group, LLC | 99,927 | $753.5K | 0.01% | −396−0.4% | Reduced |
| Millennium Management LLC | 99,353 | $749.1K | 0.00% | +99,353 | New |
| Melfa Wealth Management, LLC | 97,015 | $731.5K | 0.42% | −93−0.1% | Reduced |
| Triumph Capital Management | 93,553 | $711.0K | 0.14% | +3,047+3.4% | Added |
| Independent Financial Group, LLC | 92,933 | $700.7K | 0.02% | −740−0.8% | Reduced |
| StoneX Group Inc. | 92,101 | $699.5K | 0.04% | +14,576+18.8% | Added |
| XTX Topco Ltd | 90,392 | $681.6K | 0.01% | +90,392 | New |
| Benchmark Investment Advisors LLC | 88,000 | $663.5K | 0.39% | +88,000 | New |
| Marino, Stram & Associates LLC | 86,571 | $652.7K | 0.12% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 86,099 | $649.2K | 0.00% | +72,088+514.5% | Added |
| Mariner, LLC | 85,582 | $644.5K | 0.00% | −212−0.2% | Reduced |
| Kestra Private Wealth Services, LLC | 85,035 | $641.2K | 0.01% | −10,389−10.9% | Reduced |
| Level Four Advisory Services, LLC | 84,083 | $634.0K | 0.02% | +401+0.5% | Added |
| Abel Hall, LLC | 83,600 | $630.3K | 0.13% | +13,600+19.4% | Added |
| Prospera Financial Services Inc | 82,462 | $621.8K | 0.01% | +15,041+22.3% | Added |
| Spire Wealth Management | 79,969 | $603.0K | 0.02% | −8,300−9.4% | Reduced |
| Shulman DeMeo Asset Management LLC | 77,701 | $585.9K | 0.12% | −7,653−9.0% | Reduced |
| Bramshill Investments, LLC | 75,329 | $568.0K | 0.05% | −476−0.6% | Reduced |
| Pathstone Holdings, LLC | 74,508 | $561.8K | 0.00% | +24,938+50.3% | Added |
| Rothschild Investment LLC | 71,079 | $535.9K | 0.03% | +4,843+7.3% | Added |
| RVW Wealth, LLC | 70,922 | $534.8K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 70,860 | $534.3K | 0.00% | +60,980+617.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 68,970 | $520.0K | 0.03% | +34,485+100.0% | Added |
| Principal Securities, Inc. | 67,725 | $510.6K | 0.01% | +94+0.1% | Added |
| Investors Asset Management of Georgia Inc | 67,250 | $507.1K | 0.21% | +4,000+6.3% | Added |
| Centurion Wealth Management LLC | 66,984 | $505.1K | 0.11% | −764−1.1% | Reduced |
| Everstar Asset Management, LLC | 66,075 | $498.2K | 0.27% | +66,075 | New |
| Live Oak Private Wealth LLC | 65,572 | $494.4K | 0.07% | 00.0% | Unchanged |
| Kingsbury Capital Investment Advisors LLC | 65,219 | $491.7K | 0.46% | +65,219 | New |
| Accel Wealth Management | 65,015 | $490.2K | 0.13% | −3,314−4.9% | Reduced |
| Mosaic Family Wealth Partners, LLC | 61,444 | $463.3K | 0.05% | +3,000+5.1% | Added |
| RMB Capital Management, LLC | 60,965 | $463.3K | 0.01% | −14,648−19.4% | Reduced |