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 |
|---|---|---|---|---|---|
| 180 Wealth Advisors, LLC | 12,897 | $101.6K | 0.01% | +34+0.3% | Added |
| Wesbanco Bank Inc | 13,022 | $102.6K | 0.00% | +382+3.0% | Added |
| MAI Capital Management | 12,976 | $102.7K | 0.00% | +7,301+128.7% | Added |
| Wagner Wealth Management, LLC | 13,244 | $104.4K | 0.02% | −10,474−44.2% | Reduced |
| Tempo Wealth, LLC | 13,341 | $105.1K | 0.02% | +108+0.8% | Added |
| First Heartland Consultants, Inc. | 13,428 | $105.8K | 0.01% | +13,428 | New |
| Bank of New York Mellon Corp | 13,540 | $106.7K | 0.00% | −15,342−53.1% | Reduced |
| Colony Group, LLC | 13,547 | $107.1K | 0.00% | +1,599+13.4% | Added |
| Gerber Kawasaki Wealth & Investment Management | 13,631 | $107.4K | 0.00% | −2,991−18.0% | Reduced |
| VeraBank, N.A. | 13,658 | $107.6K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 13,814 | $108.9K | 0.02% | +109+0.8% | Added |
| Ieq Capital, LLC | 13,843 | $109.1K | 0.00% | 00.0% | Unchanged |
| Post Resch Tallon Group Inc. | 14,065 | $110.8K | 0.08% | 00.0% | Unchanged |
| Parsons Capital Management Inc | 14,193 | $111.8K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 14,302 | $112.7K | 0.00% | −1,010−6.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 14,392 | $113.6K | 0.00% | −995−6.5% | Reduced |
| PSI Advisors, LLC | 14,411 | $113.6K | 0.03% | −1,450−9.1% | Reduced |
| Etesian Wealth Advisors, Inc. | 14,500 | $114.3K | 0.03% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 14,688 | $115.7K | 0.01% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 15,081 | $118.8K | 0.00% | +15,081 | New |
| Snowden Capital Advisors LLC | 15,202 | $119.9K | 0.00% | −8,540−36.0% | Reduced |
| Quantinno Capital Management LP | 15,720 | $123.9K | 0.00% | −3,235−17.1% | Reduced |
| Beacon Pointe Advisors, LLC | 16,035 | $126.4K | 0.00% | +3,259+25.5% | Added |
| Burney Co | 16,148 | $127.2K | 0.00% | −2,141−11.7% | Reduced |
| Coastal Investment Advisors, Inc. | 16,295 | $128.4K | 0.04% | +387+2.4% | Added |
| Compass Financial Management LLC | 16,411 | $129.3K | 0.02% | +16,411 | New |
| Horizon Kinetics Asset Management LLC | 16,426 | $129.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 16,645 | $131.2K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Group | 16,682 | $131.5K | 0.01% | +350+2.1% | Added |
| Huntleigh Advisors, Inc. | 16,720 | $131.8K | 0.02% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 16,724 | $131.8K | 0.01% | +18+0.1% | Added |
| Avidian Wealth Solutions, LLC | 16,998 | $133.9K | 0.00% | +16,998 | New |
| Two Sigma Securities, LLC | 17,131 | $135.0K | 0.01% | +3,447+25.2% | Added |
| Clearstead Advisors, LLC | 17,367 | $136.9K | 0.00% | +411+2.4% | Added |
| King Luther Capital Management Corp | – | $138.5K | 0.00% | – | – |
| JB Capital LLC | 17,736 | $139.8K | 0.00% | +104+0.6% | Added |
| Waterfront Wealth Inc. | 17,808 | $140.5K | 0.02% | −984−5.2% | Reduced |
| Valley Brook Capital Group | 17,909 | $141.1K | 0.08% | −2,397−11.8% | Reduced |
| Private Trust Co NA | 18,038 | $142.1K | 0.01% | −13,110−42.1% | Reduced |
| Integrated Wealth Concepts LLC | 18,042 | $142.2K | 0.00% | +4,432+32.6% | Added |
| Change Path, LLC | 18,079 | $142.5K | 0.00% | +192+1.1% | Added |
| Shufro Rose & Co LLC | 18,373 | $144.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 18,527 | $146.0K | 0.00% | +18,527 | New |
| Clifford Swan Investment Counsel LLC | 18,952 | $149.3K | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 19,879 | $156.6K | 0.03% | 00.0% | Unchanged |
| Vines Capital Management, LLC | 19,913 | $156.9K | 0.13% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 20,000 | $157.6K | 0.09% | 00.0% | Unchanged |
| TSFG, LLC | 20,222 | $159.0K | 0.02% | 00.0% | Unchanged |
| DV Trading LLC | 20,216 | $159.3K | 0.01% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 20,347 | $160.3K | 0.01% | −3,620−15.1% | Reduced |
| Gill Capital Partners, LLC | 20,874 | $164.5K | 0.04% | 00.0% | Unchanged |
| Gridiron Partners, LLC | 21,023 | $165.7K | 0.09% | −22,333−51.5% | Reduced |
| Tyche Wealth Partners LLC | 21,273 | $167.6K | 0.02% | −969−4.4% | Reduced |
| PFG Investments, LLC | 21,305 | $167.9K | 0.01% | −1,694−7.4% | Reduced |
| EP Wealth Advisors, LLC | 22,146 | $174.5K | 0.00% | +22,146 | New |
| Sage Capital Management, LLC | 22,500 | $177.3K | 0.07% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 22,692 | $178.8K | 0.06% | +120+0.5% | Added |
| Boothbay Fund Management, LLC | 24,008 | $189.2K | 0.00% | +10,990+84.4% | Added |
| Founders Financial Alliance, LLC | 24,056 | $189.6K | 0.03% | +39+0.2% | Added |
| International Private Wealth Advisors LLC | 24,089 | $189.8K | 0.10% | +558+2.4% | Added |
| Apollon Wealth Management, LLC | 24,143 | $190.2K | 0.00% | +1,036+4.5% | Added |
| US Bancorp | 24,262 | $191.2K | 0.00% | +2,741+12.7% | Added |
| RFG Advisory, LLC | 24,434 | $192.5K | 0.00% | +2,061+9.2% | Added |
| Merit Financial Group, LLC | 24,468 | $192.8K | 0.00% | −872−3.4% | Reduced |
| Duncker Streett & Co Inc | 24,474 | $192.9K | 0.03% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 24,565 | $193.6K | 0.01% | +221+0.9% | Added |
| Sigma Planning Corp | 24,728 | $194.9K | 0.00% | −178−0.7% | Reduced |
| Closed-End Fund Advisors, Inc. | 24,785 | $195.3K | 0.19% | 00.0% | Unchanged |
| Summit Financial, LLC | 24,611 | $195.7K | 0.00% | −1,542−5.9% | Reduced |
| Keybank National Association | 24,921 | $196.4K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 26,144 | $206.0K | 0.00% | −8,133−23.7% | Reduced |
| Allworth Financial LP | 26,244 | $206.8K | 0.00% | +2,953+12.7% | Added |
| Pensionmark Financial Group, LLC | 27,191 | $208.7K | 0.00% | −72,736−72.8% | Reduced |
| Jacobi Capital Management LLC | 26,550 | $209.2K | 0.01% | +2,075+8.5% | Added |
| Caldwell Sutter Capital, Inc. | 27,144 | $213.9K | 0.08% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 27,262 | $214.8K | 0.00% | +27,262 | New |
| SageGuard Financial Group, LLC | 27,604 | $217.5K | 0.03% | +542+2.0% | Added |
| Advisor OS, LLC | 27,802 | $219.1K | 0.01% | −983−3.4% | Reduced |
| Mueller Wealth, LLC | 28,255 | $222.6K | 0.15% | +1,598+6.0% | Added |
| Farther Finance Advisors, LLC | 28,264 | $222.7K | 0.00% | −202−0.7% | Reduced |
| Joel Isaacson & Co., LLC | 28,563 | $225.1K | 0.01% | +28,563 | New |
| UMA Financial Services, Inc. | 29,367 | $231.4K | 0.03% | 00.0% | Unchanged |
| McAlister, Sweet & Associates, Inc. | 29,583 | $233.1K | 0.12% | +12,392+72.1% | Added |
| Oppenheimer & Co Inc | 29,877 | $235.4K | 0.00% | −72−0.2% | Reduced |
| Marex Group plc | 30,000 | $236.4K | 0.00% | +30,000 | New |
| J. L. Bainbridge & Co., Inc. | 30,571 | $240.9K | 0.02% | +8,942+41.3% | Added |
| Vestmark Advisory Solutions, Inc. | 30,609 | $241.2K | 0.00% | +1,528+5.3% | Added |
| Fortitude Advisory Group L.L.C. | 30,719 | $242.1K | 0.09% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 30,609 | $243.0K | 0.00% | +528+1.8% | Added |
| D.A. Davidson & Co. | 31,089 | $245.0K | 0.00% | −1,980−6.0% | Reduced |
| M Holdings Securities, Inc. | 31,161 | $245.0K | 0.03% | +3,231+11.6% | Added |
| Concord Wealth Partners | 31,296 | $246.6K | 0.03% | +3,146+11.2% | Added |
| Kovack Advisors, Inc. | 32,082 | $251.6K | 0.01% | −4,691−12.8% | Reduced |
| Smithbridge Asset Management Inc | 32,000 | $252.2K | 0.03% | −62−0.2% | Reduced |
| Baird Financial Group, Inc. | 32,014 | $252.3K | 0.00% | 00.0% | Unchanged |
| Fund Advisors of America Inc | 32,903 | $259.3K | 0.24% | +700+2.2% | Added |
| Prairie Wealth Advisors, Inc. | 0 | $269.8K | 0.06% | 0 | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 34,258 | $270.0K | 0.03% | −34,712−50.3% | Reduced |
| Daymark Wealth Partners, LLC | 34,405 | $271.1K | 0.01% | −850−2.4% | Reduced |
| Smith Chas P & Associates Pa Cpas | 35,000 | $275.8K | 0.01% | 00.0% | Unchanged |