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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 13,610 | $102.6K | 0.00% | −83,822−86.0% | Reduced |
| VeraBank, N.A. | 13,658 | $103.0K | 0.02% | 00.0% | Unchanged |
| Asset One Wealth Management LLC | 13,011 | $103.2K | 0.01% | −16,839−56.4% | Reduced |
| Two Sigma Securities, LLC | 13,684 | $103.2K | 0.01% | −1,678−10.9% | Reduced |
| Beacon Financial Advisory LLC | 13,705 | $103.3K | 0.02% | +33+0.2% | Added |
| SRS Capital Advisors, Inc. | 13,722 | $103.5K | 0.00% | −1,000−6.8% | Reduced |
| Ieq Capital, LLC | 13,843 | $104.4K | 0.00% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 14,034 | $105.8K | 0.01% | +211+1.5% | Added |
| Parsons Capital Management Inc | 14,193 | $107.0K | 0.00% | 00.0% | Unchanged |
| Post Resch Tallon Group Inc. | 14,065 | $107.8K | 0.09% | −495−3.4% | Reduced |
| Etesian Wealth Advisors, Inc. | 14,500 | $109.3K | 0.03% | +500+3.6% | Added |
| River Wealth Advisors LLC | 14,688 | $110.7K | 0.01% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 14,901 | $112.4K | 0.00% | 00.0% | Unchanged |
| Argentarii, LLC | 15,073 | $113.7K | 0.04% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 15,312 | $115.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 15,387 | $117.9K | 0.00% | +10,444+211.3% | Added |
| Concorde Asset Management, LLC | 15,722 | $119.5K | 0.06% | −2,760−14.9% | Reduced |
| PSI Advisors, LLC | 15,861 | $119.6K | 0.03% | +15,861 | New |
| Coastal Investment Advisors, Inc. | 15,908 | $119.9K | 0.04% | +240+1.5% | Added |
| Advance Capital Management, Inc. | 15,926 | $120.1K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Group | 16,332 | $123.1K | 0.01% | +220+1.4% | Added |
| Horizon Kinetics Asset Management LLC | 16,426 | $123.9K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 16,622 | $125.3K | 0.00% | +3,196+23.8% | Added |
| EverSource Wealth Advisors, LLC | 16,645 | $125.5K | 0.00% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 16,706 | $126.0K | 0.01% | +11+0.1% | Added |
| Huntleigh Advisors, Inc. | 16,720 | $126.1K | 0.02% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 16,828 | $126.9K | 0.00% | +16,828 | New |
| Wolverine Asset Management LLC | 16,887 | $127.3K | 0.00% | +16,887 | New |
| Clearstead Advisors, LLC | 16,956 | $127.9K | 0.00% | −946−5.3% | Reduced |
| McAlister, Sweet & Associates, Inc. | 17,191 | $129.6K | 0.08% | +17,191 | New |
| Strategic Financial Concepts, LLC | 17,274 | $130.2K | 0.03% | +4,720+37.6% | Added |
| King Luther Capital Management Corp | – | $132.5K | 0.00% | – | New |
| JB Capital LLC | 17,632 | $132.9K | 0.01% | +64+0.4% | Added |
| Change Path, LLC | 17,887 | $134.9K | 0.00% | +116+0.7% | Added |
| Burney Co | 18,289 | $137.9K | 0.00% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 18,373 | $138.5K | 0.01% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 18,792 | $141.7K | 0.03% | −1,881−9.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 18,952 | $142.9K | 0.00% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 18,955 | $142.9K | 0.00% | +1,315+7.5% | Added |
| WealthTrust Axiom LLC | 19,879 | $149.9K | 0.04% | 00.0% | Unchanged |
| Vines Capital Management, LLC | 19,913 | $150.1K | 0.15% | 00.0% | Unchanged |
| Citadel Advisors LLC | 19,949 | $150.4K | 0.00% | −32,862−62.2% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 20,000 | $150.8K | 0.09% | +7,000+53.8% | Added |
| TSFG, LLC | 20,222 | $152.0K | 0.02% | 00.0% | Unchanged |
| DV Trading LLC | 20,216 | $152.4K | 0.01% | −20.0% | Reduced |
| Valley Brook Capital Group | 20,306 | $153.1K | 0.10% | −2,690−11.7% | Reduced |
| Gill Capital Partners, LLC | 20,874 | $157.4K | 0.05% | −1,874−8.2% | Reduced |
| US Bancorp | 21,521 | $162.3K | 0.00% | +7,500+53.5% | Added |
| J. L. Bainbridge & Co., Inc. | 21,629 | $163.1K | 0.01% | +2,638+13.9% | Added |
| Tyche Wealth Partners LLC | 22,242 | $167.7K | 0.03% | +66+0.3% | Added |
| RFG Advisory, LLC | 22,373 | $168.7K | 0.00% | +3,506+18.6% | Added |
| Sage Capital Management, LLC | 22,500 | $169.7K | 0.08% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 22,572 | $170.2K | 0.06% | +70+0.3% | Added |
| PFG Investments, LLC | 22,999 | $173.4K | 0.01% | +31+0.1% | Added |
| Apollon Wealth Management, LLC | 23,107 | $174.2K | 0.00% | +214+0.9% | Added |
| Allworth Financial LP | 23,291 | $175.6K | 0.00% | −1,580−6.4% | Reduced |
| International Private Wealth Advisors LLC | 23,531 | $177.4K | 0.11% | −858−3.5% | Reduced |
| Wagner Wealth Management, LLC | 23,718 | $178.8K | 0.04% | +253+1.1% | Added |
| Snowden Capital Advisors LLC | 23,742 | $180.5K | 0.00% | −3,882−14.1% | Reduced |
| Western Wealth Management, LLC | 23,967 | $180.7K | 0.01% | +23,967 | New |
| Founders Financial Alliance, LLC | 24,017 | $181.1K | 0.03% | +909+3.9% | Added |
| Berger Financial Group, Inc | 24,344 | $183.6K | 0.01% | +165+0.7% | Added |
| Duncker Streett & Co Inc | 24,474 | $184.5K | 0.04% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 24,475 | $184.5K | 0.01% | +4,000+19.5% | Added |
| Catalina Capital Group, LLC | 24,627 | $185.7K | 0.11% | +62+0.3% | Added |
| Closed-End Fund Advisors, Inc. | 24,785 | $186.9K | 0.19% | 00.0% | Unchanged |
| Sigma Planning Corp | 24,906 | $187.8K | 0.01% | −492−1.9% | Reduced |
| Keybank National Association | 24,921 | $187.9K | 0.00% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 25,340 | $191.1K | 0.00% | −5,838−18.7% | Reduced |
| Summit Financial, LLC | 26,153 | $198.8K | 0.00% | −313−1.2% | Reduced |
| Mueller Wealth, LLC | 26,657 | $201.0K | 0.16% | +7,470+38.9% | Added |
| SageGuard Financial Group, LLC | 27,062 | $204.1K | 0.03% | +340+1.3% | Added |
| Caldwell Sutter Capital, Inc. | 27,144 | $204.7K | 0.08% | 00.0% | Unchanged |
| Concord Wealth Partners | 28,150 | $212.3K | 0.03% | +425+1.5% | Added |
| Kingstone Capital Partners Texas, LLC | 28,578 | $215.0K | 0.13% | +2,581+9.9% | Added |
| Advisor OS, LLC | 28,785 | $217.0K | 0.02% | −705−2.4% | Reduced |
| Whittier Trust Co | 28,400 | $217.5K | 0.00% | +2,565+9.9% | Added |
| Bank of New York Mellon Corp | 28,882 | $217.8K | 0.00% | +10,455+56.7% | Added |
| Vestmark Advisory Solutions, Inc. | 29,081 | $219.3K | 0.00% | −2,674−8.4% | Reduced |
| UMA Financial Services, Inc. | 29,367 | $221.4K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 28,466 | $221.8K | 0.00% | +6,766+31.2% | Added |
| M Holdings Securities, Inc. | 27,930 | $223.0K | 0.02% | −177−0.6% | Reduced |
| Oppenheimer & Co Inc | 29,949 | $225.8K | 0.00% | +54+0.2% | Added |
| Mount Yale Investment Advisors, LLC | 30,081 | $228.7K | 0.01% | −2,174−6.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 30,719 | $231.6K | 0.10% | 00.0% | Unchanged |
| Private Trust Co NA | 31,148 | $234.9K | 0.02% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 32,014 | $241.4K | 0.00% | −1,382−4.1% | Reduced |
| Smithbridge Asset Management Inc | 32,062 | $241.7K | 0.04% | +32,062 | New |
| Fund Advisors of America Inc | 32,203 | $242.8K | 0.25% | −651−2.0% | Reduced |
| Arkadios Wealth Advisors | 32,979 | $248.7K | 0.00% | +32,979 | New |
| D.A. Davidson & Co. | 33,069 | $249.3K | 0.00% | −3,725−10.1% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $258.3K | 0.11% | 0 | Unchanged |
| Creative Planning | 34,277 | $258.4K | 0.00% | +4,713+15.9% | Added |
| Smith Chas P & Associates Pa Cpas | 35,000 | $263.9K | 0.01% | −7,500−17.6% | Reduced |
| Daymark Wealth Partners, LLC | 35,255 | $265.8K | 0.01% | +850+2.5% | Added |
| Kingswood Wealth Advisors, LLC | 37,182 | $280.4K | 0.01% | +5,790+18.4% | Added |
| Kovack Advisors, Inc. | 36,773 | $281.2K | 0.02% | +2,656+7.8% | Added |
| TCG Advisory Services, LLC | 37,578 | $283.3K | 0.01% | +13,116+53.6% | Added |
| HRT Financial LP | 37,687 | $284.0K | 0.00% | +37,687 | New |
| Liberty Wealth Management LLC | 37,890 | $285.7K | 0.04% | −405−1.1% | Reduced |