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 |
|---|---|---|---|---|---|
| Mosaic Family Wealth Partners, LLC | 61,444 | $484.2K | 0.03% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 58,732 | $462.8K | 0.11% | −8,252−12.3% | Reduced |
| Ameritas Advisory Services, LLC | 57,103 | $450.0K | 0.01% | +14,892+35.3% | Added |
| Wealth Effects LLC | 56,090 | $442.0K | 0.12% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 55,306 | $435.8K | 0.01% | +55,306 | New |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $435.5K | 0.11% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 54,009 | $425.6K | 0.00% | +4,000+8.0% | Added |
| Core Wealth Partners LLC | 53,224 | $419.4K | 0.18% | +53,224 | New |
| MML Investors Services, LLC | 53,132 | $418.7K | 0.00% | −320−0.6% | Reduced |
| National Asset Management, Inc. | 51,889 | $407.3K | 0.02% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 51,605 | $406.7K | 0.00% | +1,925+3.9% | Added |
| Cottage Street Advisors LLC | 50,771 | $400.1K | 0.15% | +972+2.0% | Added |
| Onyx Financial Advisors, LLC | 50,149 | $395.2K | 0.14% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 48,287 | $380.5K | 0.14% | +264+0.5% | Added |
| Kestra Private Wealth Services, LLC | 47,502 | $374.3K | 0.00% | −37,533−44.1% | Reduced |
| Savvy Advisors, Inc. | 47,041 | $370.7K | 0.01% | −6,203−11.7% | Reduced |
| HRT Financial LP | 45,587 | $359.0K | 0.00% | +7,900+21.0% | Added |
| Sage Capital Advisors,llc | 44,691 | $352.2K | 0.07% | +792+1.8% | Added |
| Operose Advisors LLC | 44,465 | $350.4K | 0.07% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 42,721 | $336.6K | 0.03% | −4,000−8.6% | Reduced |
| Advance Capital Management, Inc. | 42,681 | $336.3K | 0.01% | +26,755+168.0% | Added |
| Global Retirement Partners, LLC | 42,204 | $332.6K | 0.01% | +42,204 | New |
| Carson Advisory Inc. | 41,561 | $327.5K | 0.15% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 41,102 | $323.9K | 0.01% | −4,742−10.3% | Reduced |
| RMB Capital Management, LLC | 40,346 | $320.2K | 0.00% | −20,619−33.8% | Reduced |
| Equitable Holdings, Inc. | 39,903 | $314.4K | 0.00% | +1,682+4.4% | Added |
| Terry L. Blaker | 39,283 | $309.6K | 0.01% | 00.0% | Unchanged |
| Clear Street Group Inc. | 39,016 | $307.4K | 0.00% | +39,016 | New |
| Whittier Trust Co | 37,532 | $294.6K | 0.00% | +9,132+32.2% | Added |
| Kingswood Wealth Advisors, LLC | 37,182 | $293.0K | 0.01% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 36,389 | $286.7K | 0.01% | −1,189−3.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 36,305 | $286.1K | 0.00% | −8,339−18.7% | Reduced |
| Liberty Wealth Management LLC | 37,890 | $285.7K | 0.04% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 36,035 | $284.0K | 0.02% | −3,010−7.7% | Reduced |
| Smith Chas P & Associates Pa Cpas | 35,000 | $275.8K | 0.01% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 34,405 | $271.1K | 0.01% | −850−2.4% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 34,258 | $270.0K | 0.03% | −34,712−50.3% | Reduced |
| Prairie Wealth Advisors, Inc. | 0 | $269.8K | 0.06% | 0 | Unchanged |
| Fund Advisors of America Inc | 32,903 | $259.3K | 0.24% | +700+2.2% | Added |
| Baird Financial Group, Inc. | 32,014 | $252.3K | 0.00% | 00.0% | Unchanged |
| Smithbridge Asset Management Inc | 32,000 | $252.2K | 0.03% | −62−0.2% | Reduced |
| Kovack Advisors, Inc. | 32,082 | $251.6K | 0.01% | −4,691−12.8% | Reduced |
| Concord Wealth Partners | 31,296 | $246.6K | 0.03% | +3,146+11.2% | Added |
| M Holdings Securities, Inc. | 31,161 | $245.0K | 0.03% | +3,231+11.6% | Added |
| D.A. Davidson & Co. | 31,089 | $245.0K | 0.00% | −1,980−6.0% | Reduced |
| Mount Yale Investment Advisors, LLC | 30,609 | $243.0K | 0.00% | +528+1.8% | Added |
| Fortitude Advisory Group L.L.C. | 30,719 | $242.1K | 0.09% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 30,609 | $241.2K | 0.00% | +1,528+5.3% | Added |
| J. L. Bainbridge & Co., Inc. | 30,571 | $240.9K | 0.02% | +8,942+41.3% | Added |
| Marex Group plc | 30,000 | $236.4K | 0.00% | +30,000 | New |
| Oppenheimer & Co Inc | 29,877 | $235.4K | 0.00% | −72−0.2% | Reduced |
| McAlister, Sweet & Associates, Inc. | 29,583 | $233.1K | 0.12% | +12,392+72.1% | Added |
| UMA Financial Services, Inc. | 29,367 | $231.4K | 0.03% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 28,563 | $225.1K | 0.01% | +28,563 | New |
| Farther Finance Advisors, LLC | 28,264 | $222.7K | 0.00% | −202−0.7% | Reduced |
| Mueller Wealth, LLC | 28,255 | $222.6K | 0.15% | +1,598+6.0% | Added |
| Advisor OS, LLC | 27,802 | $219.1K | 0.01% | −983−3.4% | Reduced |
| SageGuard Financial Group, LLC | 27,604 | $217.5K | 0.03% | +542+2.0% | Added |
| J.W. Cole Advisors, Inc. | 27,262 | $214.8K | 0.00% | +27,262 | New |
| Caldwell Sutter Capital, Inc. | 27,144 | $213.9K | 0.08% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 26,550 | $209.2K | 0.01% | +2,075+8.5% | Added |
| Pensionmark Financial Group, LLC | 27,191 | $208.7K | 0.00% | −72,736−72.8% | Reduced |
| Allworth Financial LP | 26,244 | $206.8K | 0.00% | +2,953+12.7% | Added |
| Creative Planning | 26,144 | $206.0K | 0.00% | −8,133−23.7% | Reduced |
| Keybank National Association | 24,921 | $196.4K | 0.00% | 00.0% | Unchanged |
| Summit Financial, LLC | 24,611 | $195.7K | 0.00% | −1,542−5.9% | Reduced |
| Closed-End Fund Advisors, Inc. | 24,785 | $195.3K | 0.19% | 00.0% | Unchanged |
| Sigma Planning Corp | 24,728 | $194.9K | 0.00% | −178−0.7% | Reduced |
| Berger Financial Group, Inc | 24,565 | $193.6K | 0.01% | +221+0.9% | Added |
| Duncker Streett & Co Inc | 24,474 | $192.9K | 0.03% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 24,468 | $192.8K | 0.00% | −872−3.4% | Reduced |
| RFG Advisory, LLC | 24,434 | $192.5K | 0.00% | +2,061+9.2% | Added |
| US Bancorp | 24,262 | $191.2K | 0.00% | +2,741+12.7% | Added |
| Apollon Wealth Management, LLC | 24,143 | $190.2K | 0.00% | +1,036+4.5% | Added |
| International Private Wealth Advisors LLC | 24,089 | $189.8K | 0.10% | +558+2.4% | Added |
| Founders Financial Alliance, LLC | 24,056 | $189.6K | 0.03% | +39+0.2% | Added |
| Boothbay Fund Management, LLC | 24,008 | $189.2K | 0.00% | +10,990+84.4% | Added |
| Glass Jacobson Investment Advisors llc | 22,692 | $178.8K | 0.06% | +120+0.5% | Added |
| Sage Capital Management, LLC | 22,500 | $177.3K | 0.07% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 22,146 | $174.5K | 0.00% | +22,146 | New |
| PFG Investments, LLC | 21,305 | $167.9K | 0.01% | −1,694−7.4% | Reduced |
| Tyche Wealth Partners LLC | 21,273 | $167.6K | 0.02% | −969−4.4% | Reduced |
| Gridiron Partners, LLC | 21,023 | $165.7K | 0.09% | −22,333−51.5% | Reduced |
| Gill Capital Partners, LLC | 20,874 | $164.5K | 0.04% | 00.0% | Unchanged |
| Western Wealth Management, LLC | 20,347 | $160.3K | 0.01% | −3,620−15.1% | Reduced |
| DV Trading LLC | 20,216 | $159.3K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 20,222 | $159.0K | 0.02% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 20,000 | $157.6K | 0.09% | 00.0% | Unchanged |
| Vines Capital Management, LLC | 19,913 | $156.9K | 0.13% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 19,879 | $156.6K | 0.03% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 18,952 | $149.3K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 18,527 | $146.0K | 0.00% | +18,527 | New |
| Shufro Rose & Co LLC | 18,373 | $144.8K | 0.01% | 00.0% | Unchanged |
| Change Path, LLC | 18,079 | $142.5K | 0.00% | +192+1.1% | Added |
| Integrated Wealth Concepts LLC | 18,042 | $142.2K | 0.00% | +4,432+32.6% | Added |
| Private Trust Co NA | 18,038 | $142.1K | 0.01% | −13,110−42.1% | Reduced |
| Valley Brook Capital Group | 17,909 | $141.1K | 0.08% | −2,397−11.8% | Reduced |
| Waterfront Wealth Inc. | 17,808 | $140.5K | 0.02% | −984−5.2% | Reduced |
| JB Capital LLC | 17,736 | $139.8K | 0.00% | +104+0.6% | Added |
| King Luther Capital Management Corp | – | $138.5K | 0.00% | – | – |