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 |
|---|---|---|---|---|---|
| Caldwell Trust Co | 669 | $5.04K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 667 | $5.03K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 638 | $4.81K | 0.00% | −1,836−74.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 624 | $4.71K | 0.00% | +624 | New |
| Abound Wealth Management | 588 | $4.43K | 0.00% | +588 | New |
| Darwin Advisors, LLC | 551 | $4.15K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 494 | $3.76K | 0.00% | +494 | New |
| LRI Investments, LLC | 427 | $3.22K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 374 | $2.84K | 0.00% | +374 | New |
| Wolff Wiese Magana LLC | 350 | $2.64K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 359 | $2.60K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 300 | $2.26K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 284 | $2.14K | 0.00% | +284 | New |
| Trust Co of Toledo NA | 276 | $2.08K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 275 | $2.07K | 0.00% | +275 | New |
| BlackRock, Inc. | 265 | $2.00K | 0.00% | +265 | New |
| Tower Research Capital LLC (TRC) | 184 | $1.39K | 0.00% | +174+1,740.0% | Added |
| Jones Financial Companies LLLP | 140 | $1.04K | 0.00% | +140 | New |
| Parallel Advisors, LLC | 136 | $1.02K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 99 | $746 | 0.00% | +99 | New |
| MV Capital Management, Inc. | 95 | $717 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 87 | $656 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 66 | $498 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 7 | $53 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 0 | $14 | 0.00% | −219−100.0% | Reduced |
| Sfam, LLC | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −922,135−100.0% | Sold out |
| Campbell Capital Management Inc | 0 | $0 | 0.00% | −348,264−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −209,431−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −154,997−100.0% | Sold out |
| Thoma Capital Management LLC | 0 | $0 | 0.00% | −154,498−100.0% | Sold out |
| Anchor Capital Management Group Inc | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Capital Advisors Inc | 0 | $0 | 0.00% | −55,837−100.0% | Sold out |
| Tectonic Advisors LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Elevate Capital Advisors, LLC | 0 | $0 | 0.00% | −35,311−100.0% | Sold out |
| Uptown Financial Advisors LLC | 0 | $0 | 0.00% | −31,600−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −25,661−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −23,723−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −19,365−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −18,352−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −17,539−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −17,521−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −17,322−100.0% | Sold out |
| Segment Wealth Management, LLC | 0 | $0 | 0.00% | −15,006−100.0% | Sold out |
| Client 1st Advisory Group, LLC | 0 | $0 | 0.00% | −12,721−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −11,833−100.0% | Sold out |
| Ironsides Asset Advisors, LLC | 0 | $0 | 0.00% | −11,428−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −10,966−100.0% | Sold out |
| Proathlete Wealth Management LLC | 0 | $0 | 0.00% | −9,888−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −3,207−100.0% | Sold out |
| Dynamic Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,499−100.0% | Sold out |
| Turim 21 Investimentos Ltda. | 0 | $0 | 0.00% | −2,215−100.0% | Sold out |
| Aventura Private Wealth, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −1,999−100.0% | Sold out |
| Garton & Associates Financial Advisors LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −1,249−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −1,137−100.0% | Sold out |
| Turning Point Benefit Group, Inc. | 0 | $0 | 0.00% | −1,092−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −941−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −805−100.0% | Sold out |
| Navalign, LLC | 0 | $0 | 0.00% | −277−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Alpha Cubed Investments, LLC | – | – | – | – | Not filed |
| Maryland Capital Advisors Inc. | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |
| Motiv8 Investments LLC | – | – | – | – | Not filed |
| ORG Partners LLC | – | – | – | – | Not filed |