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, Q2 2026
Institutional positions in Nuveen Preferred & Income Opportunities Fund as of Jun 30, 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
- 334
- +11 vs. Q1 2026
- Shares held
- 65.9M
- +946.5K (+1.5%) vs. Q1 2026
- Total value
- $519.3M
- +$28.9M (+5.9%) vs. Q1 2026
- New holders
- 40
- 113 more added
- Sold out
- 29
- 83 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Nuveen Preferred & Income Opportunities Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sfam, LLC | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 20 | $158 | 0.00% | +20 | New |
| GAMMA Investing LLC | 28 | $221 | 0.00% | +21+300.0% | Added |
| Pflug Koory, LLC | 66 | $520 | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 67 | $528 | 0.00% | +67 | New |
| CBIZ Investment Advisory Services, LLC | 87 | $656 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 98 | $779 | 0.00% | +98 | New |
| Parallel Advisors, LLC | 136 | $1.07K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 276 | $2.17K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 300 | $2.36K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 335 | $2.64K | 0.00% | +335 | New |
| Wolff Wiese Magana LLC | 350 | $2.76K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 374 | $2.97K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 400 | $3.14K | 0.00% | +41+11.4% | Added |
| LRI Investments, LLC | 427 | $3.36K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 494 | $3.92K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 551 | $4.34K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 632 | $4.98K | 0.00% | −6−0.9% | Reduced |
| Medallion Wealth Advisors, LLC | 667 | $5.26K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 669 | $5.27K | 0.00% | 00.0% | Unchanged |
| Trust Co | 681 | $5.37K | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 741 | $5.84K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 774 | $6.10K | 0.00% | +499+181.5% | Added |
| IFP Advisors, Inc | 816 | $6.43K | 0.00% | +816 | New |
| Pinnacle Bancorp, Inc. | 902 | $7.11K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 918 | $7.23K | 0.01% | −9,643−91.3% | Reduced |
| Larson Financial Group LLC | 921 | $7.26K | 0.00% | −1,844−66.7% | Reduced |
| Private Wealth Asset Management, LLC | 960 | $7.57K | 0.00% | +960 | New |
| SWAN Capital LLC | 995 | $7.84K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,000 | $7.88K | 0.00% | +1,000 | New |
| Security National Bank of Sioux City Iowa | 1,006 | $7.93K | 0.00% | +1,006 | New |
| HFM Investment Advisors, LLC | 1,043 | $8.22K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,154 | $9.09K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,229 | $9.69K | 0.00% | −999−44.8% | Reduced |
| Citizens National Bank Trust Department | 1,400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,500 | $11.8K | 0.00% | +752+100.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,503 | $11.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 1,521 | $12.0K | 0.00% | +8+0.5% | Added |
| Huntington National Bank | – | $13.0K | 0.00% | – | – |
| Main Street Group, LTD | 1,681 | $13.2K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,705 | $13.4K | 0.00% | +1,705 | New |
| Cape Investment Advisory, Inc. | 1,991 | $15.7K | 0.00% | +1,991 | New |
| Smartleaf Asset Management LLC | 1,999 | $15.7K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 2,018 | $15.9K | 0.00% | +2,018 | New |
| Regatta Research & Money Management | 2,171 | $17.1K | 0.02% | +2,171 | New |
| Ronald Blue Trust, Inc. | 2,398 | $18.9K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2,564 | $20.2K | 0.01% | +2,564 | New |
| Abound Financial, LLC | 2,569 | $20.2K | 0.01% | +2,569 | New |
| Washington Trust Advisors, Inc. | 2,600 | $20.5K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,700 | $21.3K | 0.00% | +2,700 | New |
| Russell Investments Group, Ltd. | 2,893 | $22.8K | 0.00% | +1,917+196.4% | Added |
| FNY Investment Advisers, LLC | 3,000 | $23.0K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 3,000 | $23.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,452 | $27.2K | 0.00% | +62+1.8% | Added |
| Financial Consulate, Inc | 3,749 | $29.5K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 4,197 | $33.1K | 0.02% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 5,002 | $40.0K | 0.01% | +59+1.2% | Added |
| Mather Group, LLC. | 5,222 | $41.1K | 0.00% | +1,183+29.3% | Added |
| Bessemer Group Inc | 6,000 | $47.0K | 0.00% | +6,000 | New |
| Harbor Investment Advisory, LLC | 6,248 | $49.2K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 6,341 | $50.0K | 0.02% | +6,341 | New |
| Ameriflex Group, Inc. | 6,668 | $52.5K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 7,493 | $59.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 7,847 | $61.8K | 0.00% | −288−3.5% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 9,000 | $70.9K | 0.00% | −4,000−30.8% | Reduced |
| Anchor Investment Management, LLC | 9,434 | $74.3K | 0.01% | +48+0.5% | Added |
| Hollencrest Capital Management | 9,645 | $76.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 10,000 | $77.0K | 0.05% | 00.0% | Unchanged |
| Southeast Asset Advisors Inc. | 10,000 | $78.8K | 0.01% | +10,000 | New |
| Maryland Capital Advisors Inc. | 10,005 | $78.8K | 0.03% | +10,005 | New |
| NewEdge Wealth, LLC | 10,077 | $79.4K | 0.00% | +10,077 | New |
| Leigh Baldwin & Co., LLC | 10,794 | $85.1K | 0.05% | +256+2.4% | Added |
| BankPlus Wealth Management LLC | 10,892 | $85.8K | 0.04% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 10,904 | $85.9K | 0.05% | +255+2.4% | Added |
| Foundations Investment Advisors, LLC | 10,994 | $86.6K | 0.00% | +10,994 | New |
| Park Avenue Securities LLC | 11,561 | $91.0K | 0.00% | −48−0.4% | Reduced |
| Green Square Capital Advisors LLC | 11,653 | $91.8K | 0.01% | 00.0% | Unchanged |
| Certified Advisory Corp | 11,661 | $91.9K | 0.01% | +210+1.8% | Added |
| Fox Hill Wealth Management | 11,669 | $92.0K | 0.04% | +1,036+9.7% | Added |
| Naples Global Advisors, LLC | 11,685 | $92.8K | 0.01% | +11,685 | New |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,000 | $93.2K | 0.03% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 11,838 | $93.3K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 11,967 | $94.0K | 0.00% | −26,130−68.6% | Reduced |
| Baker Avenue Asset Management, LP | 12,000 | $94.6K | 0.00% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 12,000 | $94.6K | 0.01% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 12,076 | $95.2K | 0.04% | +1,786+17.4% | Added |
| IFG Advisory, LLC | 12,090 | $95.3K | 0.00% | +12,090 | New |
| Cahaba Wealth Management, Inc. | 12,108 | $95.4K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 12,143 | $95.7K | 0.01% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 12,159 | $95.8K | 0.04% | +248+2.1% | Added |
| Aspire Growth Partners LLC | 12,226 | $96.3K | 0.06% | −530−4.2% | Reduced |
| Dakota Wealth Management | 12,236 | $96.4K | 0.00% | +144+1.2% | Added |
| Stock Yards Bank & Trust Co | 12,304 | $97.0K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 12,320 | $97.1K | 0.05% | +800+6.9% | Added |
| Powell Investment Advisors, LLC | 12,284 | $97.6K | 0.03% | +657+5.7% | Added |
| Capital Investment Advisory Services, LLC | 12,498 | $98.5K | 0.01% | 00.0% | Unchanged |
| Diesslin Group, Inc. | 12,501 | $98.5K | 0.04% | +245+2.0% | Added |
| Moneta Group Investment Advisors LLC | 12,688 | $100.0K | 0.00% | +12,688 | New |
| SFE Investment Counsel | 12,816 | $101.0K | 0.01% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 12,855 | $101.3K | 0.04% | 00.0% | Unchanged |