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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 38,097 | $287.0K | 0.01% | +38,097 | New |
| Silver Oak Securities, Inc | 39,045 | $294.4K | 0.02% | −318−0.8% | Reduced |
| Terry L. Blaker | 39,283 | $296.2K | 0.01% | −12,360−23.9% | Reduced |
| Equitable Holdings, Inc. | 38,221 | $306.9K | 0.00% | +9,162+31.5% | Added |
| Carson Advisory Inc. | 41,561 | $313.4K | 0.16% | −3,500−7.8% | Reduced |
| Ameritas Advisory Services, LLC | 42,211 | $318.3K | 0.01% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 43,356 | $326.9K | 0.20% | −9,613−18.1% | Reduced |
| Sage Capital Advisors,llc | 43,899 | $331.0K | 0.08% | +1,706+4.0% | Added |
| Operose Advisors LLC | 44,465 | $335.3K | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 44,644 | $336.6K | 0.00% | +3,756+9.2% | Added |
| IHT Wealth Management, LLC | 45,844 | $345.7K | 0.01% | +13,698+42.6% | Added |
| NWF Advisory Services Inc. | 46,721 | $352.3K | 0.04% | −253−0.5% | Reduced |
| Susquehanna International Group, LLP | 47,450 | $357.8K | 0.00% | +13,600+40.2% | Added |
| Investmark Advisory Group LLC | 48,023 | $362.1K | 0.15% | +2,537+5.6% | Added |
| Concurrent Investment Advisors, LLC | 49,680 | $374.6K | 0.00% | −150.0% | Reduced |
| Cottage Street Advisors LLC | 49,799 | $375.5K | 0.16% | +170.0% | Added |
| National Asset Management, Inc. | 51,889 | $376.2K | 0.02% | −1,041−2.0% | Reduced |
| Rockefeller Capital Management L.P. | 50,009 | $377.1K | 0.00% | −2,200−4.2% | Reduced |
| Onyx Financial Advisors, LLC | 50,149 | $378.1K | 0.16% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 49,025 | $389.3K | 0.17% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 53,244 | $401.5K | 0.01% | +9,979+23.1% | Added |
| MML Investors Services, LLC | 53,452 | $403.0K | 0.00% | −2,379−4.3% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $416.7K | 0.12% | 00.0% | Unchanged |
| Wealth Effects LLC | 56,090 | $422.9K | 0.15% | +56,090 | New |
| International Assets Investment Management, LLC | 56,984 | $443.9K | 0.03% | +62+0.1% | Added |
| Mercer Global Advisors Inc | 59,402 | $447.9K | 0.00% | +24,386+69.6% | Added |
| RMB Capital Management, LLC | 60,965 | $463.3K | 0.01% | −14,648−19.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 61,444 | $463.3K | 0.05% | +3,000+5.1% | Added |
| Accel Wealth Management | 65,015 | $490.2K | 0.13% | −3,314−4.9% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 65,219 | $491.7K | 0.46% | +65,219 | New |
| Live Oak Private Wealth LLC | 65,572 | $494.4K | 0.07% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 66,075 | $498.2K | 0.27% | +66,075 | New |
| Centurion Wealth Management LLC | 66,984 | $505.1K | 0.11% | −764−1.1% | Reduced |
| Investors Asset Management of Georgia Inc | 67,250 | $507.1K | 0.21% | +4,000+6.3% | Added |
| Principal Securities, Inc. | 67,725 | $510.6K | 0.01% | +94+0.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 68,970 | $520.0K | 0.03% | +34,485+100.0% | Added |
| Fifth Third Bancorp | 70,860 | $534.3K | 0.00% | +60,980+617.2% | Added |
| RVW Wealth, LLC | 70,922 | $534.8K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment LLC | 71,079 | $535.9K | 0.03% | +4,843+7.3% | Added |
| Pathstone Holdings, LLC | 74,508 | $561.8K | 0.00% | +24,938+50.3% | Added |
| Bramshill Investments, LLC | 75,329 | $568.0K | 0.05% | −476−0.6% | Reduced |
| Shulman DeMeo Asset Management LLC | 77,701 | $585.9K | 0.12% | −7,653−9.0% | Reduced |
| Spire Wealth Management | 79,969 | $603.0K | 0.02% | −8,300−9.4% | Reduced |
| Prospera Financial Services Inc | 82,462 | $621.8K | 0.01% | +15,041+22.3% | Added |
| Abel Hall, LLC | 83,600 | $630.3K | 0.13% | +13,600+19.4% | Added |
| Level Four Advisory Services, LLC | 84,083 | $634.0K | 0.02% | +401+0.5% | Added |
| Kestra Private Wealth Services, LLC | 85,035 | $641.2K | 0.01% | −10,389−10.9% | Reduced |
| Mariner, LLC | 85,582 | $644.5K | 0.00% | −212−0.2% | Reduced |
| Warren Averett Asset Management, LLC | 86,099 | $649.2K | 0.00% | +72,088+514.5% | Added |
| Marino, Stram & Associates LLC | 86,571 | $652.7K | 0.12% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 88,000 | $663.5K | 0.39% | +88,000 | New |
| XTX Topco Ltd | 90,392 | $681.6K | 0.01% | +90,392 | New |
| StoneX Group Inc. | 92,101 | $699.5K | 0.04% | +14,576+18.8% | Added |
| Independent Financial Group, LLC | 92,933 | $700.7K | 0.02% | −740−0.8% | Reduced |
| Triumph Capital Management | 93,553 | $711.0K | 0.14% | +3,047+3.4% | Added |
| Melfa Wealth Management, LLC | 97,015 | $731.5K | 0.42% | −93−0.1% | Reduced |
| Millennium Management LLC | 99,353 | $749.1K | 0.00% | +99,353 | New |
| Pensionmark Financial Group, LLC | 99,927 | $753.5K | 0.01% | −396−0.4% | Reduced |
| AlphaCore Capital LLC | 99,111 | $753.5K | 0.02% | −2,723−2.7% | Reduced |
| Palogic Value Management, L.P. | 100,564 | $758.3K | 0.33% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 98,708 | $779.8K | 0.01% | +350+0.4% | Added |
| Cornerstone Advisory, LLC | 104,883 | $790.8K | 0.07% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 105,673 | $796.8K | 0.28% | −13,258−11.1% | Reduced |
| Advisory Services Network, LLC | 109,229 | $823.6K | 0.01% | −453−0.4% | Reduced |
| Mission Hills Financial Advisory, LLC | 112,170 | $845.8K | 0.43% | +25,286+29.1% | Added |
| Wedbush Securities Inc | 115,387 | $870.0K | 0.03% | +4,033+3.6% | Added |
| Cary Street Partners Financial LLC | 137,079 | $1.03M | 0.03% | +6,551+5.0% | Added |
| Wealthcare Advisory Partners LLC | 137,282 | $1.04M | 0.02% | +13,831+11.2% | Added |
| Private Advisor Group, LLC | 139,034 | $1.05M | 0.00% | −11,204−7.5% | Reduced |
| E&G Advisors, LP | 153,900 | $1.16M | 0.26% | −4,345−2.7% | Reduced |
| HighTower Advisors, LLC | 155,624 | $1.17M | 0.00% | +8,889+6.1% | Added |
| Umb Bank N A | 158,854 | $1.20M | 0.02% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 161,712 | $1.22M | 0.00% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 168,733 | $1.35M | 0.53% | +168,733 | New |
| Wiley Bros.-Aintree Capital, LLC | 179,290 | $1.35M | 0.01% | −10,337−5.5% | Reduced |
| Wright Wealth LLC | 194,179 | $1.46M | 0.98% | +21,194+12.3% | Added |
| Geneos Wealth Management Inc. | 198,972 | $1.50M | 0.03% | +2,107+1.1% | Added |
| Wealthspire Advisors, LLC | 202,659 | $1.53M | 0.01% | +473+0.2% | Added |
| Harbour Investments, Inc. | 206,694 | $1.56M | 0.02% | +109,824+113.4% | Added |
| First Trust Advisors LP | 216,026 | $1.63M | 0.00% | −21,830−9.2% | Reduced |
| CoreCap Advisors, LLC | 218,363 | $1.65M | 0.06% | −3,981−1.8% | Reduced |
| Wealth Advisory Solutions, LLC | 219,469 | $1.65M | 0.37% | −54,555−19.9% | Reduced |
| Davenport & Co LLC | 240,022 | $1.81M | 0.01% | −6,598−2.7% | Reduced |
| MSH Capital Advisors LLC | 252,239 | $1.90M | 0.40% | −6,576−2.5% | Reduced |
| Capital Investment Advisors, LLC | 269,938 | $2.04M | 0.03% | −44,792−14.2% | Reduced |
| Prelude Capital Management, LLC | 289,477 | $2.18M | 0.17% | −10,523−3.5% | Reduced |
| Ibex Wealth Advisors | 292,047 | $2.20M | 0.21% | −752−0.3% | Reduced |
| Jane Street Group, LLC | 310,476 | $2.34M | 0.00% | −8,429−2.6% | Reduced |
| GWM Advisors LLC | 314,614 | $2.37M | 0.01% | −25,834−7.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 326,333 | $2.46M | 0.08% | −47,575−12.7% | Reduced |
| Fiera Capital Corp | 329,854 | $2.49M | 0.01% | −16,995−4.9% | Reduced |
| Sanctuary Advisors, LLC | 338,977 | $2.56M | 0.01% | +2,160+0.6% | Added |
| Steward Partners Investment Advisory, LLC | 351,622 | $2.65M | 0.01% | +24,701+7.6% | Added |
| Wealth Enhancement Advisory Services, LLC | 350,571 | $2.69M | 0.01% | −3,027−0.9% | Reduced |
| Envestnet Asset Management Inc | 400,398 | $3.02M | 0.00% | −37,234−8.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 431,675 | $3.25M | 0.01% | +8,000+1.9% | Added |
| Stifel Financial Corp | 437,603 | $3.30M | 0.00% | −42,546−8.9% | Reduced |
| Protective Life Corp | 440,000 | $3.32M | 11.03% | 00.0% | Unchanged |
| Lido Advisors, LLC | 454,737 | $3.46M | 0.01% | +2000.0% | Added |
| Stratos Wealth Partners, LTD. | 489,684 | $3.69M | 0.04% | −12,540−2.5% | Reduced |