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 |
|---|---|---|---|---|---|
| Clearstead Advisors, LLC | 17,367 | $136.9K | 0.00% | +411+2.4% | Added |
| Two Sigma Securities, LLC | 17,131 | $135.0K | 0.01% | +3,447+25.2% | Added |
| Avidian Wealth Solutions, LLC | 16,998 | $133.9K | 0.00% | +16,998 | New |
| Ausdal Financial Partners, Inc. | 16,724 | $131.8K | 0.01% | +18+0.1% | Added |
| Huntleigh Advisors, Inc. | 16,720 | $131.8K | 0.02% | 00.0% | Unchanged |
| Beacon Financial Group | 16,682 | $131.5K | 0.01% | +350+2.1% | Added |
| EverSource Wealth Advisors, LLC | 16,645 | $131.2K | 0.00% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 16,426 | $129.4K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 16,411 | $129.3K | 0.02% | +16,411 | New |
| Coastal Investment Advisors, Inc. | 16,295 | $128.4K | 0.04% | +387+2.4% | Added |
| Burney Co | 16,148 | $127.2K | 0.00% | −2,141−11.7% | Reduced |
| Beacon Pointe Advisors, LLC | 16,035 | $126.4K | 0.00% | +3,259+25.5% | Added |
| Quantinno Capital Management LP | 15,720 | $123.9K | 0.00% | −3,235−17.1% | Reduced |
| Snowden Capital Advisors LLC | 15,202 | $119.9K | 0.00% | −8,540−36.0% | Reduced |
| CI Private Wealth, LLC | 15,081 | $118.8K | 0.00% | +15,081 | New |
| River Wealth Advisors LLC | 14,688 | $115.7K | 0.01% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 14,500 | $114.3K | 0.03% | 00.0% | Unchanged |
| PSI Advisors, LLC | 14,411 | $113.6K | 0.03% | −1,450−9.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 14,392 | $113.6K | 0.00% | −995−6.5% | Reduced |
| Perigon Wealth Management, LLC | 14,302 | $112.7K | 0.00% | −1,010−6.6% | Reduced |
| Parsons Capital Management Inc | 14,193 | $111.8K | 0.01% | 00.0% | Unchanged |
| Post Resch Tallon Group Inc. | 14,065 | $110.8K | 0.08% | 00.0% | Unchanged |
| Ieq Capital, LLC | 13,843 | $109.1K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 13,814 | $108.9K | 0.02% | +109+0.8% | Added |
| VeraBank, N.A. | 13,658 | $107.6K | 0.02% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 13,631 | $107.4K | 0.00% | −2,991−18.0% | Reduced |
| Colony Group, LLC | 13,547 | $107.1K | 0.00% | +1,599+13.4% | Added |
| Bank of New York Mellon Corp | 13,540 | $106.7K | 0.00% | −15,342−53.1% | Reduced |
| First Heartland Consultants, Inc. | 13,428 | $105.8K | 0.01% | +13,428 | New |
| Tempo Wealth, LLC | 13,341 | $105.1K | 0.02% | +108+0.8% | Added |
| Wagner Wealth Management, LLC | 13,244 | $104.4K | 0.02% | −10,474−44.2% | Reduced |
| MAI Capital Management | 12,976 | $102.7K | 0.00% | +7,301+128.7% | Added |
| Wesbanco Bank Inc | 13,022 | $102.6K | 0.00% | +382+3.0% | Added |
| 180 Wealth Advisors, LLC | 12,897 | $101.6K | 0.01% | +34+0.3% | Added |
| Smith Shellnut Wilson LLC | 12,855 | $101.3K | 0.04% | 00.0% | Unchanged |
| SFE Investment Counsel | 12,816 | $101.0K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 12,688 | $100.0K | 0.00% | +12,688 | New |
| Diesslin Group, Inc. | 12,501 | $98.5K | 0.04% | +245+2.0% | Added |
| Capital Investment Advisory Services, LLC | 12,498 | $98.5K | 0.01% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 12,284 | $97.6K | 0.03% | +657+5.7% | Added |
| LifeSteps Financial, Inc. | 12,320 | $97.1K | 0.05% | +800+6.9% | Added |
| Stock Yards Bank & Trust Co | 12,304 | $97.0K | 0.00% | 00.0% | Unchanged |
| Dakota Wealth Management | 12,236 | $96.4K | 0.00% | +144+1.2% | Added |
| Aspire Growth Partners LLC | 12,226 | $96.3K | 0.06% | −530−4.2% | Reduced |
| Johnson & White Wealth Management, LLC | 12,159 | $95.8K | 0.04% | +248+2.1% | Added |
| Coastline Trust Co | 12,143 | $95.7K | 0.01% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 12,108 | $95.4K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 12,090 | $95.3K | 0.00% | +12,090 | New |
| Collaborative Wealth Managment Inc. | 12,076 | $95.2K | 0.04% | +1,786+17.4% | Added |
| 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 |
| Virtu Financial LLC | 11,967 | $94.0K | 0.00% | −26,130−68.6% | Reduced |
| Tradition Wealth Management, LLC | 11,838 | $93.3K | 0.01% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,000 | $93.2K | 0.03% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 11,685 | $92.8K | 0.01% | +11,685 | New |
| Fox Hill Wealth Management | 11,669 | $92.0K | 0.04% | +1,036+9.7% | Added |
| Certified Advisory Corp | 11,661 | $91.9K | 0.01% | +210+1.8% | Added |
| Green Square Capital Advisors LLC | 11,653 | $91.8K | 0.01% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 11,561 | $91.0K | 0.00% | −48−0.4% | Reduced |
| Foundations Investment Advisors, LLC | 10,994 | $86.6K | 0.00% | +10,994 | New |
| W.H. Cornerstone Investments Inc. | 10,904 | $85.9K | 0.05% | +255+2.4% | Added |
| BankPlus Wealth Management LLC | 10,892 | $85.8K | 0.04% | 00.0% | Unchanged |
| Leigh Baldwin & Co., LLC | 10,794 | $85.1K | 0.05% | +256+2.4% | Added |
| NewEdge Wealth, LLC | 10,077 | $79.4K | 0.00% | +10,077 | New |
| Maryland Capital Advisors Inc. | 10,005 | $78.8K | 0.03% | +10,005 | New |
| Southeast Asset Advisors Inc. | 10,000 | $78.8K | 0.01% | +10,000 | New |
| Future Financial Wealth Managment LLC | 10,000 | $77.0K | 0.05% | 00.0% | Unchanged |
| Hollencrest Capital Management | 9,645 | $76.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 9,434 | $74.3K | 0.01% | +48+0.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 9,000 | $70.9K | 0.00% | −4,000−30.8% | Reduced |
| NBC Securities, Inc. | 7,847 | $61.8K | 0.00% | −288−3.5% | Reduced |
| Central Trust Co | 7,493 | $59.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 6,668 | $52.5K | 0.02% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 6,341 | $50.0K | 0.02% | +6,341 | New |
| Harbor Investment Advisory, LLC | 6,248 | $49.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 6,000 | $47.0K | 0.00% | +6,000 | New |
| Mather Group, LLC. | 5,222 | $41.1K | 0.00% | +1,183+29.3% | Added |
| Hazlett, Burt & Watson, Inc. | 5,002 | $40.0K | 0.01% | +59+1.2% | Added |
| CoreFirst Bank & Trust | 4,197 | $33.1K | 0.02% | 00.0% | Unchanged |
| Financial Consulate, Inc | 3,749 | $29.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3,452 | $27.2K | 0.00% | +62+1.8% | Added |
| Strategic Wealth Partners, Ltd. | 3,000 | $23.6K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 3,000 | $23.0K | 0.01% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 2,893 | $22.8K | 0.00% | +1,917+196.4% | Added |
| Quent Capital, LLC | 2,700 | $21.3K | 0.00% | +2,700 | New |
| Washington Trust Advisors, Inc. | 2,600 | $20.5K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 2,569 | $20.2K | 0.01% | +2,569 | New |
| Aventura Private Wealth, LLC | 2,564 | $20.2K | 0.01% | +2,564 | New |
| Ronald Blue Trust, Inc. | 2,398 | $18.9K | 0.00% | 00.0% | Unchanged |
| Regatta Research & Money Management | 2,171 | $17.1K | 0.02% | +2,171 | New |
| Action Point Financial Planning, LLC | 2,018 | $15.9K | 0.00% | +2,018 | New |
| Smartleaf Asset Management LLC | 1,999 | $15.7K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,991 | $15.7K | 0.00% | +1,991 | New |
| Johnson Financial Group, Inc. | 1,705 | $13.4K | 0.00% | +1,705 | New |
| Main Street Group, LTD | 1,681 | $13.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $13.0K | 0.00% | – | – |
| Assetmark, Inc | 1,521 | $12.0K | 0.00% | +8+0.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,503 | $11.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,500 | $11.8K | 0.00% | +752+100.5% | Added |
| Citizens National Bank Trust Department | 1,400 | $11.0K | 0.00% | 00.0% | Unchanged |