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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 59,402 | $447.9K | 0.00% | +24,386+69.6% | Added |
| International Assets Investment Management, LLC | 56,984 | $443.9K | 0.03% | +62+0.1% | Added |
| Wealth Effects LLC | 56,090 | $422.9K | 0.15% | +56,090 | New |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $416.7K | 0.12% | 00.0% | Unchanged |
| MML Investors Services, LLC | 53,452 | $403.0K | 0.00% | −2,379−4.3% | Reduced |
| Savvy Advisors, Inc. | 53,244 | $401.5K | 0.01% | +9,979+23.1% | Added |
| One Wealth Capital Management, LLC | 49,025 | $389.3K | 0.17% | 00.0% | Unchanged |
| Onyx Financial Advisors, LLC | 50,149 | $378.1K | 0.16% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 50,009 | $377.1K | 0.00% | −2,200−4.2% | Reduced |
| National Asset Management, Inc. | 51,889 | $376.2K | 0.02% | −1,041−2.0% | Reduced |
| Cottage Street Advisors LLC | 49,799 | $375.5K | 0.16% | +170.0% | Added |
| Concurrent Investment Advisors, LLC | 49,680 | $374.6K | 0.00% | −150.0% | Reduced |
| Investmark Advisory Group LLC | 48,023 | $362.1K | 0.15% | +2,537+5.6% | Added |
| Susquehanna International Group, LLP | 47,450 | $357.8K | 0.00% | +13,600+40.2% | Added |
| NWF Advisory Services Inc. | 46,721 | $352.3K | 0.04% | −253−0.5% | Reduced |
| IHT Wealth Management, LLC | 45,844 | $345.7K | 0.01% | +13,698+42.6% | Added |
| Northwestern Mutual Wealth Management Co | 44,644 | $336.6K | 0.00% | +3,756+9.2% | Added |
| Operose Advisors LLC | 44,465 | $335.3K | 0.08% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 43,899 | $331.0K | 0.08% | +1,706+4.0% | Added |
| Gridiron Partners, LLC | 43,356 | $326.9K | 0.20% | −9,613−18.1% | Reduced |
| Ameritas Advisory Services, LLC | 42,211 | $318.3K | 0.01% | 00.0% | Unchanged |
| Carson Advisory Inc. | 41,561 | $313.4K | 0.16% | −3,500−7.8% | Reduced |
| Equitable Holdings, Inc. | 38,221 | $306.9K | 0.00% | +9,162+31.5% | Added |
| Terry L. Blaker | 39,283 | $296.2K | 0.01% | −12,360−23.9% | Reduced |
| Silver Oak Securities, Inc | 39,045 | $294.4K | 0.02% | −318−0.8% | Reduced |
| Virtu Financial LLC | 38,097 | $287.0K | 0.01% | +38,097 | New |
| Liberty Wealth Management LLC | 37,890 | $285.7K | 0.04% | −405−1.1% | Reduced |
| HRT Financial LP | 37,687 | $284.0K | 0.00% | +37,687 | New |
| TCG Advisory Services, LLC | 37,578 | $283.3K | 0.01% | +13,116+53.6% | Added |
| Kovack Advisors, Inc. | 36,773 | $281.2K | 0.02% | +2,656+7.8% | Added |
| Kingswood Wealth Advisors, LLC | 37,182 | $280.4K | 0.01% | +5,790+18.4% | Added |
| Daymark Wealth Partners, LLC | 35,255 | $265.8K | 0.01% | +850+2.5% | Added |
| Smith Chas P & Associates Pa Cpas | 35,000 | $263.9K | 0.01% | −7,500−17.6% | Reduced |
| Creative Planning | 34,277 | $258.4K | 0.00% | +4,713+15.9% | Added |
| Prairie Wealth Advisors, Inc. | 0 | $258.3K | 0.11% | 0 | Unchanged |
| D.A. Davidson & Co. | 33,069 | $249.3K | 0.00% | −3,725−10.1% | Reduced |
| Arkadios Wealth Advisors | 32,979 | $248.7K | 0.00% | +32,979 | New |
| Fund Advisors of America Inc | 32,203 | $242.8K | 0.25% | −651−2.0% | Reduced |
| Smithbridge Asset Management Inc | 32,062 | $241.7K | 0.04% | +32,062 | New |
| Baird Financial Group, Inc. | 32,014 | $241.4K | 0.00% | −1,382−4.1% | Reduced |
| Private Trust Co NA | 31,148 | $234.9K | 0.02% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 30,719 | $231.6K | 0.10% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 30,081 | $228.7K | 0.01% | −2,174−6.7% | Reduced |
| Oppenheimer & Co Inc | 29,949 | $225.8K | 0.00% | +54+0.2% | Added |
| M Holdings Securities, Inc. | 27,930 | $223.0K | 0.02% | −177−0.6% | Reduced |
| Farther Finance Advisors, LLC | 28,466 | $221.8K | 0.00% | +6,766+31.2% | Added |
| UMA Financial Services, Inc. | 29,367 | $221.4K | 0.03% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 29,081 | $219.3K | 0.00% | −2,674−8.4% | Reduced |
| Bank of New York Mellon Corp | 28,882 | $217.8K | 0.00% | +10,455+56.7% | Added |
| Whittier Trust Co | 28,400 | $217.5K | 0.00% | +2,565+9.9% | Added |
| Advisor OS, LLC | 28,785 | $217.0K | 0.02% | −705−2.4% | Reduced |
| Kingstone Capital Partners Texas, LLC | 28,578 | $215.0K | 0.13% | +2,581+9.9% | Added |
| Concord Wealth Partners | 28,150 | $212.3K | 0.03% | +425+1.5% | Added |
| Caldwell Sutter Capital, Inc. | 27,144 | $204.7K | 0.08% | 00.0% | Unchanged |
| SageGuard Financial Group, LLC | 27,062 | $204.1K | 0.03% | +340+1.3% | Added |
| Mueller Wealth, LLC | 26,657 | $201.0K | 0.16% | +7,470+38.9% | Added |
| Summit Financial, LLC | 26,153 | $198.8K | 0.00% | −313−1.2% | Reduced |
| Merit Financial Group, LLC | 25,340 | $191.1K | 0.00% | −5,838−18.7% | Reduced |
| Keybank National Association | 24,921 | $187.9K | 0.00% | 00.0% | Unchanged |
| Sigma Planning Corp | 24,906 | $187.8K | 0.01% | −492−1.9% | Reduced |
| Closed-End Fund Advisors, Inc. | 24,785 | $186.9K | 0.19% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 24,627 | $185.7K | 0.11% | +62+0.3% | Added |
| Jacobi Capital Management LLC | 24,475 | $184.5K | 0.01% | +4,000+19.5% | Added |
| Duncker Streett & Co Inc | 24,474 | $184.5K | 0.04% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 24,344 | $183.6K | 0.01% | +165+0.7% | Added |
| Founders Financial Alliance, LLC | 24,017 | $181.1K | 0.03% | +909+3.9% | Added |
| Western Wealth Management, LLC | 23,967 | $180.7K | 0.01% | +23,967 | New |
| Snowden Capital Advisors LLC | 23,742 | $180.5K | 0.00% | −3,882−14.1% | Reduced |
| Wagner Wealth Management, LLC | 23,718 | $178.8K | 0.04% | +253+1.1% | Added |
| International Private Wealth Advisors LLC | 23,531 | $177.4K | 0.11% | −858−3.5% | Reduced |
| Allworth Financial LP | 23,291 | $175.6K | 0.00% | −1,580−6.4% | Reduced |
| Apollon Wealth Management, LLC | 23,107 | $174.2K | 0.00% | +214+0.9% | Added |
| PFG Investments, LLC | 22,999 | $173.4K | 0.01% | +31+0.1% | Added |
| Glass Jacobson Investment Advisors llc | 22,572 | $170.2K | 0.06% | +70+0.3% | Added |
| Sage Capital Management, LLC | 22,500 | $169.7K | 0.08% | 00.0% | Unchanged |
| RFG Advisory, LLC | 22,373 | $168.7K | 0.00% | +3,506+18.6% | Added |
| Tyche Wealth Partners LLC | 22,242 | $167.7K | 0.03% | +66+0.3% | Added |
| J. L. Bainbridge & Co., Inc. | 21,629 | $163.1K | 0.01% | +2,638+13.9% | Added |
| US Bancorp | 21,521 | $162.3K | 0.00% | +7,500+53.5% | Added |
| Gill Capital Partners, LLC | 20,874 | $157.4K | 0.05% | −1,874−8.2% | Reduced |
| Valley Brook Capital Group | 20,306 | $153.1K | 0.10% | −2,690−11.7% | Reduced |
| DV Trading LLC | 20,216 | $152.4K | 0.01% | −20.0% | Reduced |
| TSFG, LLC | 20,222 | $152.0K | 0.02% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 20,000 | $150.8K | 0.09% | +7,000+53.8% | Added |
| Citadel Advisors LLC | 19,949 | $150.4K | 0.00% | −32,862−62.2% | Reduced |
| Vines Capital Management, LLC | 19,913 | $150.1K | 0.15% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 19,879 | $149.9K | 0.04% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 18,955 | $142.9K | 0.00% | +1,315+7.5% | Added |
| Clifford Swan Investment Counsel LLC | 18,952 | $142.9K | 0.00% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 18,792 | $141.7K | 0.03% | −1,881−9.1% | Reduced |
| Shufro Rose & Co LLC | 18,373 | $138.5K | 0.01% | 00.0% | Unchanged |
| Burney Co | 18,289 | $137.9K | 0.00% | 00.0% | Unchanged |
| Change Path, LLC | 17,887 | $134.9K | 0.00% | +116+0.7% | Added |
| JB Capital LLC | 17,632 | $132.9K | 0.01% | +64+0.4% | Added |
| King Luther Capital Management Corp | – | $132.5K | 0.00% | – | New |
| Strategic Financial Concepts, LLC | 17,274 | $130.2K | 0.03% | +4,720+37.6% | Added |
| McAlister, Sweet & Associates, Inc. | 17,191 | $129.6K | 0.08% | +17,191 | New |
| Clearstead Advisors, LLC | 16,956 | $127.9K | 0.00% | −946−5.3% | Reduced |
| Wolverine Asset Management LLC | 16,887 | $127.3K | 0.00% | +16,887 | New |
| Goldman Sachs Group Inc | 16,828 | $126.9K | 0.00% | +16,828 | New |