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 |
|---|---|---|---|---|---|
| Sfam, LLC | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 0 | $14 | 0.00% | −219−100.0% | Reduced |
| GAMMA Investing LLC | 7 | $53 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 66 | $498 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 87 | $656 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 95 | $717 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 99 | $746 | 0.00% | +99 | New |
| Parallel Advisors, LLC | 136 | $1.02K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 140 | $1.04K | 0.00% | +140 | New |
| Tower Research Capital LLC (TRC) | 184 | $1.39K | 0.00% | +174+1,740.0% | Added |
| BlackRock, Inc. | 265 | $2.00K | 0.00% | +265 | New |
| Golden State Wealth Management, LLC | 275 | $2.07K | 0.00% | +275 | New |
| Trust Co of Toledo NA | 276 | $2.08K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 284 | $2.14K | 0.00% | +284 | New |
| Highline Wealth Partners LLC | 300 | $2.26K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 359 | $2.60K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 350 | $2.64K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 374 | $2.84K | 0.00% | +374 | New |
| LRI Investments, LLC | 427 | $3.22K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 494 | $3.76K | 0.00% | +494 | New |
| Darwin Advisors, LLC | 551 | $4.15K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 588 | $4.43K | 0.00% | +588 | New |
| Beaird Harris Wealth Management, LLC | 624 | $4.71K | 0.00% | +624 | New |
| WPG Advisers, LLC | 638 | $4.81K | 0.00% | −1,836−74.2% | Reduced |
| Medallion Wealth Advisors, LLC | 667 | $5.03K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 669 | $5.04K | 0.00% | 00.0% | Unchanged |
| Trust Co | 681 | $5.14K | 0.00% | +5+0.7% | Added |
| POM Investment Strategies, LLC | 699 | $5.27K | 0.01% | +699 | New |
| Leo H. Evart, Inc. | 741 | $5.59K | 0.00% | +741 | New |
| Atlantic Union Bankshares Corp | 748 | $5.64K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 902 | $6.80K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 976 | $7.36K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 995 | $7.50K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1,043 | $7.86K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,154 | $8.70K | 0.00% | −2,000−63.4% | Reduced |
| Citizens National Bank Trust Department | 1,400 | $10.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,503 | $11.3K | 0.00% | −6,142−80.3% | Reduced |
| Assetmark, Inc | 1,513 | $11.4K | 0.00% | −200−11.7% | Reduced |
| Main Street Group, LTD | 1,681 | $12.7K | 0.00% | +1,681 | New |
| Smartleaf Asset Management LLC | 1,999 | $14.5K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,228 | $16.8K | 0.00% | +999+81.3% | Added |
| Ronald Blue Trust, Inc. | 2,398 | $18.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 2,600 | $19.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,765 | $20.8K | 0.00% | +2,765 | New |
| FNY Investment Advisers, LLC | 3,000 | $22.0K | 0.01% | +3,000 | New |
| Strategic Wealth Partners, Ltd. | 3,000 | $22.6K | 0.00% | −4,908−62.1% | Reduced |
| AdvisorNet Financial, Inc | 3,390 | $25.6K | 0.00% | −794−19.0% | Reduced |
| Financial Consulate, Inc | 3,749 | $28.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3,901 | $30.4K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,039 | $30.5K | 0.00% | +4,039 | New |
| CoreFirst Bank & Trust | 4,197 | $31.6K | 0.02% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 4,700 | $35.4K | 0.01% | +4,700 | New |
| Hazlett, Burt & Watson, Inc. | 4,943 | $36.0K | 0.01% | −23−0.5% | Reduced |
| MAI Capital Management | 5,675 | $42.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $45.2K | 0.00% | – | – |
| Harbor Investment Advisory, LLC | 6,248 | $47.1K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 6,668 | $50.3K | 0.03% | −2,348−26.0% | Reduced |
| Central Trust Co | 7,493 | $56.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 8,135 | $61.3K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 9,084 | $68.5K | 0.00% | +1,084+13.6% | Added |
| Anchor Investment Management, LLC | 9,386 | $70.8K | 0.01% | +29+0.3% | Added |
| Hollencrest Capital Management | 9,645 | $72.7K | 0.00% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 10,290 | $77.6K | 0.04% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10,000 | $79.3K | 0.05% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 10,538 | $79.5K | 0.05% | +158+1.5% | Added |
| Osbon Capital Management LLC | 10,561 | $79.6K | 0.06% | +10,561 | New |
| Fox Hill Wealth Management | 10,633 | $80.2K | 0.04% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 10,649 | $80.3K | 0.05% | +160+1.5% | Added |
| MKT Advisors LLC | 10,700 | $81.6K | 0.03% | −2,688−20.1% | Reduced |
| BankPlus Wealth Management LLC | 10,892 | $82.1K | 0.04% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 10,931 | $82.4K | 0.00% | +10,931 | New |
| Sunpointe, LLC | 11,200 | $84.4K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 11,345 | $85.5K | 0.00% | +2,546+28.9% | Added |
| Certified Advisory Corp | 11,451 | $86.3K | 0.01% | +131+1.2% | Added |
| LifeSteps Financial, Inc. | 11,520 | $86.9K | 0.06% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 11,653 | $87.9K | 0.01% | 00.0% | Unchanged |
| Integrity Advisory Solutions, LLC | 11,663 | $87.9K | 0.01% | +1,006+9.4% | Added |
| Park Avenue Securities LLC | 11,609 | $88.0K | 0.00% | −8,462−42.2% | Reduced |
| Powell Investment Advisors, LLC | 11,627 | $88.4K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 11,838 | $89.3K | 0.01% | −839−6.6% | Reduced |
| Johnson & White Wealth Management, LLC | 11,911 | $89.8K | 0.04% | +144+1.2% | Added |
| Colony Group, LLC | 11,948 | $90.4K | 0.00% | +11,948 | New |
| Baker Avenue Asset Management, LP | 12,000 | $90.5K | 0.00% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 12,000 | $90.5K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 12,092 | $91.2K | 0.00% | +12,092 | New |
| Cahaba Wealth Management, Inc. | 12,108 | $91.3K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 12,143 | $91.6K | 0.01% | 00.0% | Unchanged |
| Diesslin Group, Inc. | 12,256 | $92.4K | 0.04% | −272−2.2% | Reduced |
| Stock Yards Bank & Trust Co | 12,304 | $92.8K | 0.00% | +1,400+12.8% | Added |
| Capital Investment Advisory Services, LLC | 12,498 | $94.2K | 0.01% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 12,640 | $95.3K | 0.00% | −572−4.3% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,000 | $95.6K | 0.03% | 00.0% | Unchanged |
| Aspire Growth Partners LLC | 12,756 | $96.2K | 0.07% | +192+1.5% | Added |
| Beacon Pointe Advisors, LLC | 12,776 | $96.3K | 0.00% | +12,776 | New |
| SFE Investment Counsel | 12,816 | $96.6K | 0.02% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 12,855 | $96.9K | 0.04% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 12,863 | $97.0K | 0.01% | +22+0.2% | Added |
| Halbert Hargrove Global Advisors, LLC | 13,000 | $98.0K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 13,018 | $98.2K | 0.00% | +13,018 | New |
| Tempo Wealth, LLC | 13,233 | $99.8K | 0.02% | +199+1.5% | Added |