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 |
|---|---|---|---|---|---|
| Silver Oak Securities, Inc | 36,035 | $284.0K | 0.02% | −3,010−7.7% | Reduced |
| Liberty Wealth Management LLC | 37,890 | $285.7K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 36,305 | $286.1K | 0.00% | −8,339−18.7% | Reduced |
| TCG Advisory Services, LLC | 36,389 | $286.7K | 0.01% | −1,189−3.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 37,182 | $293.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 37,532 | $294.6K | 0.00% | +9,132+32.2% | Added |
| Clear Street Group Inc. | 39,016 | $307.4K | 0.00% | +39,016 | New |
| Terry L. Blaker | 39,283 | $309.6K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 39,903 | $314.4K | 0.00% | +1,682+4.4% | Added |
| RMB Capital Management, LLC | 40,346 | $320.2K | 0.00% | −20,619−33.8% | Reduced |
| IHT Wealth Management, LLC | 41,102 | $323.9K | 0.01% | −4,742−10.3% | Reduced |
| Carson Advisory Inc. | 41,561 | $327.5K | 0.15% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 42,204 | $332.6K | 0.01% | +42,204 | New |
| Advance Capital Management, Inc. | 42,681 | $336.3K | 0.01% | +26,755+168.0% | Added |
| NWF Advisory Services Inc. | 42,721 | $336.6K | 0.03% | −4,000−8.6% | Reduced |
| Operose Advisors LLC | 44,465 | $350.4K | 0.07% | 00.0% | Unchanged |
| Sage Capital Advisors,llc | 44,691 | $352.2K | 0.07% | +792+1.8% | Added |
| HRT Financial LP | 45,587 | $359.0K | 0.00% | +7,900+21.0% | Added |
| Savvy Advisors, Inc. | 47,041 | $370.7K | 0.01% | −6,203−11.7% | Reduced |
| Kestra Private Wealth Services, LLC | 47,502 | $374.3K | 0.00% | −37,533−44.1% | Reduced |
| Investmark Advisory Group LLC | 48,287 | $380.5K | 0.14% | +264+0.5% | Added |
| Onyx Financial Advisors, LLC | 50,149 | $395.2K | 0.14% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 50,771 | $400.1K | 0.15% | +972+2.0% | Added |
| Concurrent Investment Advisors, LLC | 51,605 | $406.7K | 0.00% | +1,925+3.9% | Added |
| National Asset Management, Inc. | 51,889 | $407.3K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 53,132 | $418.7K | 0.00% | −320−0.6% | Reduced |
| Core Wealth Partners LLC | 53,224 | $419.4K | 0.18% | +53,224 | New |
| Rockefeller Capital Management L.P. | 54,009 | $425.6K | 0.00% | +4,000+8.0% | Added |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $435.5K | 0.11% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 55,306 | $435.8K | 0.01% | +55,306 | New |
| Wealth Effects LLC | 56,090 | $442.0K | 0.12% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 57,103 | $450.0K | 0.01% | +14,892+35.3% | Added |
| Centurion Wealth Management LLC | 58,732 | $462.8K | 0.11% | −8,252−12.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 61,444 | $484.2K | 0.03% | 00.0% | Unchanged |
| Accel Wealth Management | 61,818 | $487.1K | 0.11% | −3,197−4.9% | Reduced |
| Mercer Global Advisors Inc | 63,120 | $497.4K | 0.00% | +3,718+6.3% | Added |
| International Assets Investment Management, LLC | 64,859 | $508.5K | 0.03% | +7,875+13.8% | Added |
| Everstar Asset Management, LLC | 64,911 | $511.5K | 0.25% | −1,164−1.8% | Reduced |
| Live Oak Private Wealth LLC | 65,572 | $516.7K | 0.06% | 00.0% | Unchanged |
| Kingsbury Capital Investment Advisors LLC | 65,897 | $519.3K | 0.44% | +678+1.0% | Added |
| KMT Wealth Management, LLC | 65,897 | $519.3K | 0.44% | +65,897 | New |
| Mariner, LLC | 67,074 | $528.5K | 0.00% | −18,508−21.6% | Reduced |
| Principal Securities, Inc. | 67,977 | $535.7K | 0.01% | +252+0.4% | Added |
| SRS Capital Advisors, Inc. | 69,092 | $544.4K | 0.00% | +55,370+403.5% | Added |
| Investors Asset Management of Georgia Inc | 69,250 | $545.7K | 0.19% | +2,000+3.0% | Added |
| RVW Wealth, LLC | 70,922 | $558.9K | 0.04% | 00.0% | Unchanged |
| Fifth Third Bancorp | 71,105 | $560.3K | 0.00% | +245+0.3% | Added |
| Warren Averett Asset Management, LLC | 73,658 | $580.4K | 0.00% | −12,441−14.4% | Reduced |
| Pathstone Holdings, LLC | 74,508 | $587.1K | 0.00% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 74,884 | $590.1K | 0.19% | −30,789−29.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 77,280 | $609.0K | 0.11% | −421−0.5% | Reduced |
| Rothschild Investment LLC | 80,967 | $638.0K | 0.02% | +9,888+13.9% | Added |
| Prospera Financial Services Inc | 82,625 | $651.1K | 0.01% | +163+0.2% | Added |
| Level Four Advisory Services, LLC | 83,222 | $655.8K | 0.02% | −861−1.0% | Reduced |
| Abel Hall, LLC | 83,600 | $658.8K | 0.11% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 86,571 | $682.2K | 0.11% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 87,000 | $689.3K | 0.22% | +87,000 | New |
| Spire Wealth Management | 87,837 | $692.2K | 0.02% | +7,868+9.8% | Added |
| Benchmark Investment Advisors LLC | 88,000 | $693.4K | 0.30% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 96,899 | $763.6K | 0.41% | −116−0.1% | Reduced |
| Diversify Wealth Management, LLC | 99,591 | $765.9K | 0.01% | +883+0.9% | Added |
| Diversify Advisory Services, LLC | 99,591 | $765.9K | 0.01% | +99,591 | New |
| Palogic Value Management, L.P. | 100,564 | $792.4K | 0.28% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 101,328 | $798.5K | 0.23% | +52,303+106.7% | Added |
| Triumph Capital Management | 103,070 | $812.2K | 0.15% | +9,517+10.2% | Added |
| Cornerstone Advisory, LLC | 104,883 | $826.5K | 0.07% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 106,429 | $838.7K | 0.01% | −2,800−2.6% | Reduced |
| Independent Financial Group, LLC | 110,331 | $869.4K | 0.02% | +17,398+18.7% | Added |
| Wedbush Securities Inc | 119,264 | $940.0K | 0.02% | +3,877+3.4% | Added |
| Bramshill Investments, LLC | 126,165 | $994.2K | 0.08% | +50,836+67.5% | Added |
| StoneX Group Inc. | 129,640 | $1.03M | 0.04% | +37,539+40.8% | Added |
| AlphaCore Capital LLC | 130,543 | $1.04M | 0.02% | +31,432+31.7% | Added |
| Wealthcare Advisory Partners LLC | 133,224 | $1.05M | 0.02% | −4,058−3.0% | Reduced |
| Cary Street Partners Financial LLC | 137,079 | $1.08M | 0.02% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 139,246 | $1.10M | 0.01% | +212+0.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 141,288 | $1.11M | 0.03% | −185,045−56.7% | Reduced |
| E&G Advisors, LP | 153,251 | $1.21M | 0.23% | −649−0.4% | Reduced |
| HighTower Advisors, LLC | 154,859 | $1.22M | 0.00% | −765−0.5% | Reduced |
| Jane Street Group, LLC | 157,446 | $1.24M | 0.00% | −153,030−49.3% | Reduced |
| Thrivent Financial for Lutherans | 161,712 | $1.27M | 0.00% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 168,733 | $1.33M | 0.53% | 00.0% | Unchanged |
| Umb Bank N A | 174,854 | $1.38M | 0.02% | +16,000+10.1% | Added |
| Wiley Bros.-Aintree Capital, LLC | 178,942 | $1.41M | 0.01% | −348−0.2% | Reduced |
| Geneos Wealth Management Inc. | 186,542 | $1.47M | 0.03% | −12,430−6.2% | Reduced |
| Wealthspire Advisors, LLC | 199,488 | $1.57M | 0.01% | −3,171−1.6% | Reduced |
| Harbour Investments, Inc. | 202,041 | $1.59M | 0.02% | −4,653−2.3% | Reduced |
| XTX Topco Ltd | 202,045 | $1.59M | 0.02% | +111,653+123.5% | Added |
| Wright Wealth LLC | 210,089 | $1.66M | 0.99% | +15,910+8.2% | Added |
| First Trust Advisors LP | 215,674 | $1.70M | 0.00% | −352−0.2% | Reduced |
| CoreCap Advisors, LLC | 222,698 | $1.75M | 0.05% | +4,335+2.0% | Added |
| Mission Hills Financial Advisory, LLC | 226,584 | $1.79M | 0.78% | +114,414+102.0% | Added |
| Capital Investment Advisors, LLC | 236,459 | $1.86M | 0.02% | −33,479−12.4% | Reduced |
| MSH Capital Advisors LLC | 240,963 | $1.90M | 0.33% | −11,276−4.5% | Reduced |
| Davenport & Co LLC | 241,523 | $1.90M | 0.01% | +1,501+0.6% | Added |
| Wealth Advisory Solutions, LLC | 261,844 | $2.06M | 0.42% | +42,375+19.3% | Added |
| Ibex Wealth Advisors | 288,992 | $2.28M | 0.18% | −3,055−1.0% | Reduced |
| GWM Advisors LLC | 302,561 | $2.38M | 0.01% | −12,053−3.8% | Reduced |
| Sanctuary Advisors, LLC | 316,545 | $2.49M | 0.01% | −22,432−6.6% | Reduced |
| Fiera Capital Corp | 341,744 | $2.69M | 0.01% | +11,890+3.6% | Added |
| Prelude Capital Management, LLC | 350,000 | $2.76M | 0.20% | +60,523+20.9% | Added |