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 |
|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | 377,548 | $2.98M | 0.01% | −54,127−12.5% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 378,615 | $2.99M | 0.01% | +28,044+8.0% | Added |
| Steward Partners Investment Advisory, LLC | 383,696 | $3.02M | 0.02% | +32,074+9.1% | Added |
| Envestnet Asset Management Inc | 391,171 | $3.08M | 0.00% | −9,227−2.3% | Reduced |
| Protective Life Corp | 440,000 | $3.47M | 24.77% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 447,769 | $3.53M | 0.05% | −221,788−33.1% | Reduced |
| Chicago Partners Investment Group LLC | 463,127 | $3.57M | 0.07% | −25,187−5.2% | Reduced |
| Lido Advisors, LLC | 454,537 | $3.61M | 0.01% | −2000.0% | Reduced |
| Stratos Wealth Partners, LTD. | 476,950 | $3.76M | 0.04% | −12,734−2.6% | Reduced |
| Stifel Financial Corp | 479,664 | $3.78M | 0.00% | +42,061+9.6% | Added |
| Moors & Cabot, Inc. | 544,903 | $4.29M | 0.17% | +5,773+1.1% | Added |
| Fca Corp | 554,077 | $4.37M | 1.08% | +27,583+5.2% | Added |
| Kestra Advisory Services, LLC | 759,329 | $5.98M | 0.02% | +14,941+2.0% | Added |
| Cohen & Steers, Inc. | 785,251 | $6.19M | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 825,013 | $6.50M | 0.00% | +30,024+3.8% | Added |
| Cetera Investment Advisers | 833,198 | $6.57M | 0.01% | +29,858+3.7% | Added |
| Smith Asset Management Co., LLC | 890,862 | $7.02M | 5.52% | −20,542−2.3% | Reduced |
| Truist Financial Corp | 895,417 | $7.06M | 0.01% | +7,194+0.8% | Added |
| We Are One Seven, LLC | 956,230 | $7.54M | 0.12% | −26,582−2.7% | Reduced |
| Greatmark Investment Partners, Inc. | 973,962 | $7.67M | 0.85% | −11,898−1.2% | Reduced |
| Janney Montgomery Scott LLC | 1,107,404 | $8.73M | 0.02% | +2920.0% | Added |
| Cerity Partners LLC | 1,217,956 | $9.60M | 0.01% | +23,691+2.0% | Added |
| Commonwealth Equity Services, LLC | 1,222,486 | $9.63M | 0.01% | +784+0.1% | Added |
| Advisor Group Holdings, Inc. | 1,365,893 | $10.8M | 0.01% | +151,877+12.5% | Added |
| Captrust Financial Advisors | 1,552,780 | $12.2M | 0.02% | +15,868+1.0% | Added |
| Guggenheim Capital LLC | 1,692,635 | $13.3M | 0.09% | −214,837−11.3% | Reduced |
| LPL Financial LLC | 2,411,543 | $19.0M | 0.00% | +131,640+5.8% | Added |
| Invesco Ltd. | 2,704,154 | $21.3M | 0.00% | +129,503+5.0% | Added |
| Royal Bank of Canada | 2,914,736 | $23.0M | 0.00% | +32,784+1.1% | Added |
| Raymond James Financial Inc | 4,146,808 | $32.7M | 0.01% | +74,844+1.8% | Added |
| UBS Group AG | 4,361,872 | $34.4M | 0.01% | −37,322−0.8% | Reduced |
| Wells Fargo & Company | 4,690,122 | $37.0M | 0.01% | +41,331+0.9% | Added |
| Bank of America Corp | 5,038,736 | $39.7M | 0.00% | +261,614+5.5% | Added |
| Morgan Stanley | 5,655,933 | $44.6M | 0.00% | +213,041+3.9% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −99,353−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −47,450−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −32,979−100.0% | Sold out |
| Kingstone Capital Partners Texas, LLC | 0 | $0 | 0.00% | −28,578−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −19,949−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −17,274−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −16,887−100.0% | Sold out |
| Goldman Sachs Group Inc | 0 | $0 | 0.00% | −16,828−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −15,722−100.0% | Sold out |
| Argentarii, LLC | 0 | $0 | 0.00% | −15,073−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −14,901−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −14,034−100.0% | Sold out |
| Asset One Wealth Management LLC | 0 | $0 | 0.00% | −13,011−100.0% | Sold out |
| Integrity Advisory Solutions, LLC | 0 | $0 | 0.00% | −11,663−100.0% | Sold out |
| Sunpointe, LLC | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Sagespring Wealth Partners, LLC | 0 | $0 | 0.00% | −10,931−100.0% | Sold out |
| MKT Advisors LLC | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −3,901−100.0% | Sold out |
| POM Investment Strategies, LLC | 0 | $0 | 0.00% | −699−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −624−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −588−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| BlackRock, Inc. | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | 0 | Sold out |
| Catalina Capital Group, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |