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 |
|---|---|---|---|---|---|
| Huntleigh Advisors, Inc. | 16,720 | $126.1K | 0.02% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 16,706 | $126.0K | 0.01% | +11+0.1% | Added |
| EverSource Wealth Advisors, LLC | 16,645 | $125.5K | 0.00% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 16,622 | $125.3K | 0.00% | +3,196+23.8% | Added |
| Horizon Kinetics Asset Management LLC | 16,426 | $123.9K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Group | 16,332 | $123.1K | 0.01% | +220+1.4% | Added |
| Advance Capital Management, Inc. | 15,926 | $120.1K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 15,908 | $119.9K | 0.04% | +240+1.5% | Added |
| PSI Advisors, LLC | 15,861 | $119.6K | 0.03% | +15,861 | New |
| Concorde Asset Management, LLC | 15,722 | $119.5K | 0.06% | −2,760−14.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 15,387 | $117.9K | 0.00% | +10,444+211.3% | Added |
| Perigon Wealth Management, LLC | 15,312 | $115.5K | 0.00% | 00.0% | Unchanged |
| Argentarii, LLC | 15,073 | $113.7K | 0.04% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 14,901 | $112.4K | 0.00% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 14,688 | $110.7K | 0.01% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 14,500 | $109.3K | 0.03% | +500+3.6% | Added |
| Post Resch Tallon Group Inc. | 14,065 | $107.8K | 0.09% | −495−3.4% | Reduced |
| Parsons Capital Management Inc | 14,193 | $107.0K | 0.00% | 00.0% | Unchanged |
| Royal Fund Management, LLC | 14,034 | $105.8K | 0.01% | +211+1.5% | Added |
| Ieq Capital, LLC | 13,843 | $104.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 13,722 | $103.5K | 0.00% | −1,000−6.8% | Reduced |
| Beacon Financial Advisory LLC | 13,705 | $103.3K | 0.02% | +33+0.2% | Added |
| 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 |
| VeraBank, N.A. | 13,658 | $103.0K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 13,610 | $102.6K | 0.00% | −83,822−86.0% | Reduced |
| Tempo Wealth, LLC | 13,233 | $99.8K | 0.02% | +199+1.5% | Added |
| Boothbay Fund Management, LLC | 13,018 | $98.2K | 0.00% | +13,018 | New |
| Halbert Hargrove Global Advisors, LLC | 13,000 | $98.0K | 0.00% | 00.0% | Unchanged |
| 180 Wealth Advisors, LLC | 12,863 | $97.0K | 0.01% | +22+0.2% | Added |
| Smith Shellnut Wilson LLC | 12,855 | $96.9K | 0.04% | 00.0% | Unchanged |
| SFE Investment Counsel | 12,816 | $96.6K | 0.02% | 00.0% | Unchanged |
| Beacon Pointe Advisors, LLC | 12,776 | $96.3K | 0.00% | +12,776 | New |
| Aspire Growth Partners LLC | 12,756 | $96.2K | 0.07% | +192+1.5% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,000 | $95.6K | 0.03% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 12,640 | $95.3K | 0.00% | −572−4.3% | Reduced |
| Capital Investment Advisory Services, LLC | 12,498 | $94.2K | 0.01% | 00.0% | Unchanged |
| Stock Yards Bank & Trust Co | 12,304 | $92.8K | 0.00% | +1,400+12.8% | Added |
| Diesslin Group, Inc. | 12,256 | $92.4K | 0.04% | −272−2.2% | Reduced |
| Coastline Trust Co | 12,143 | $91.6K | 0.01% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 12,108 | $91.3K | 0.01% | 00.0% | Unchanged |
| Dakota Wealth Management | 12,092 | $91.2K | 0.00% | +12,092 | 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 |
| Colony Group, LLC | 11,948 | $90.4K | 0.00% | +11,948 | New |
| Johnson & White Wealth Management, LLC | 11,911 | $89.8K | 0.04% | +144+1.2% | Added |
| Tradition Wealth Management, LLC | 11,838 | $89.3K | 0.01% | −839−6.6% | Reduced |
| Powell Investment Advisors, LLC | 11,627 | $88.4K | 0.03% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 11,609 | $88.0K | 0.00% | −8,462−42.2% | Reduced |
| Integrity Advisory Solutions, LLC | 11,663 | $87.9K | 0.01% | +1,006+9.4% | Added |
| Green Square Capital Advisors LLC | 11,653 | $87.9K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 11,520 | $86.9K | 0.06% | 00.0% | Unchanged |
| Certified Advisory Corp | 11,451 | $86.3K | 0.01% | +131+1.2% | Added |
| CWM, LLC | 11,345 | $85.5K | 0.00% | +2,546+28.9% | Added |
| Sunpointe, LLC | 11,200 | $84.4K | 0.03% | 00.0% | Unchanged |
| Sagespring Wealth Partners, LLC | 10,931 | $82.4K | 0.00% | +10,931 | New |
| BankPlus Wealth Management LLC | 10,892 | $82.1K | 0.04% | 00.0% | Unchanged |
| MKT Advisors LLC | 10,700 | $81.6K | 0.03% | −2,688−20.1% | Reduced |
| W.H. Cornerstone Investments Inc. | 10,649 | $80.3K | 0.05% | +160+1.5% | Added |
| Fox Hill Wealth Management | 10,633 | $80.2K | 0.04% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 10,561 | $79.6K | 0.06% | +10,561 | New |
| Leigh Baldwin & Co., LLC | 10,538 | $79.5K | 0.05% | +158+1.5% | Added |
| Future Financial Wealth Managment LLC | 10,000 | $79.3K | 0.05% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 10,290 | $77.6K | 0.04% | 00.0% | Unchanged |
| Hollencrest Capital Management | 9,645 | $72.7K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 9,386 | $70.8K | 0.01% | +29+0.3% | Added |
| Sunbelt Securities, Inc. | 9,084 | $68.5K | 0.00% | +1,084+13.6% | Added |
| NBC Securities, Inc. | 8,135 | $61.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 7,493 | $56.5K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 6,668 | $50.3K | 0.03% | −2,348−26.0% | Reduced |
| Harbor Investment Advisory, LLC | 6,248 | $47.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $45.2K | 0.00% | – | – |
| MAI Capital Management | 5,675 | $42.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 4,943 | $36.0K | 0.01% | −23−0.5% | Reduced |
| Opal Wealth Advisors, LLC | 4,700 | $35.4K | 0.01% | +4,700 | New |
| CoreFirst Bank & Trust | 4,197 | $31.6K | 0.02% | 00.0% | Unchanged |
| Mather Group, LLC. | 4,039 | $30.5K | 0.00% | +4,039 | New |
| Sound Income Strategies, LLC | 3,901 | $30.4K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 3,749 | $28.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,390 | $25.6K | 0.00% | −794−19.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 3,000 | $22.6K | 0.00% | −4,908−62.1% | Reduced |
| FNY Investment Advisers, LLC | 3,000 | $22.0K | 0.01% | +3,000 | New |
| Larson Financial Group LLC | 2,765 | $20.8K | 0.00% | +2,765 | New |
| Washington Trust Advisors, Inc. | 2,600 | $19.6K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,398 | $18.1K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2,228 | $16.8K | 0.00% | +999+81.3% | Added |
| Smartleaf Asset Management LLC | 1,999 | $14.5K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 1,681 | $12.7K | 0.00% | +1,681 | New |
| Assetmark, Inc | 1,513 | $11.4K | 0.00% | −200−11.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,503 | $11.3K | 0.00% | −6,142−80.3% | Reduced |
| Citizens National Bank Trust Department | 1,400 | $10.6K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,154 | $8.70K | 0.00% | −2,000−63.4% | Reduced |
| HFM Investment Advisors, LLC | 1,043 | $7.86K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 995 | $7.50K | 0.00% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 976 | $7.36K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 902 | $6.80K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 748 | $5.64K | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 741 | $5.59K | 0.00% | +741 | New |
| POM Investment Strategies, LLC | 699 | $5.27K | 0.01% | +699 | New |
| Trust Co | 681 | $5.14K | 0.00% | +5+0.7% | Added |