Nuveen Preferred & Income Opportunities Fund

JPC • NYSE

Nuveen Preferred & Income Opportunities Fund is a publicly traded company on NYSE. As of Q3 2025, 282 institutional investors hold shares in this company, with total holdings valued at $470.3M. MORGAN STANLEY is the largest holder with a position valued at $61.1M.

Websitenuveen.com

Overview

Overview of institutional ownership in JPC as of Q3 2025

All Institutions

Institutions: 282
Value Held: $470.3M
Shares Held: 59.0M
Avg Position: $1.7M
Median Position: $197.2K

Hedge Funds

Hedge Funds: 5
Value Held: $3.9M
Shares Held: 473.1K
Avg Position: $775.9K
Median Position: $617.3K

Biggest Investors

Institutions with the largest positions in JPC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$61.1M 0.00% of portfolio	0.00% 7.4M shares	Q4 2022 Held for 2y 11m	$1.65T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$36.9M 0.01% of portfolio	0.00% 4.5M shares	Q4 2022 Held for 2y 11m	$488.50B
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$35.9M 0.00% of portfolio	0.00% 4.4M shares	Q4 2022 Held for 2y 11m	$1.33T
UBS Group AG Institution	Sergio P. Ermotti CEO	$34.3M 0.01% of portfolio	0.00% 4.2M shares	Q4 2022 Held for 2y 11m	$511.54B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$28.5M 0.01% of portfolio	0.00% 3.5M shares	Q4 2024 Held for 11 months	$310.43B
Invesco Ltd. ETF Provider	Brian Christopher Hartigan CEO	$24.8M 0.00% of portfolio	0.00% 3.0M shares	Q4 2022 Held for 2y 11m	$633.08B
L LPL Financial LLC Institution	-	$18.3M 0.01% of portfolio	0.00% 2.2M shares	Q4 2022 Held for 2y 11m	$340.07B
G GUGGENHEIM CAPITAL LLC Institution	-	$15.6M 0.12% of portfolio	0.00% 1.9M shares	Q4 2022 Held for 2y 11m	$13.4B
A Advisor Group Holdings, Inc. Institution	-	$9.8M 0.01% of portfolio	0.00% 1.2M shares	Q4 2022 Held for 2y 11m	$71.0B
CAPTRUST FINANCIAL ADVISORS RIA/Wealth	James Fielding Miller CEO	$9.6M 0.02% of portfolio	0.00% 1.2M shares	Q3 2023 Held for 2y 2m	$48.9B

Net Capital Flow

Institutional buying and selling activity for JPC in Q3 2025

Traded: +$59.4M
Buyers: 158
Sellers: 65
Total Bought: +$66.1M
Total Sold: −$6.7M
Avg Position: $1.6M

Biggest Buyers

Institution	Net Bought	Current Position
We Are One Seven, LLC RIA/Wealth	+$8.2M +998.7K shares	$8.2M 998.7K shares
WELLS FARGO & COMPANY/MN Institution	+$6.0M +734.1K shares	$36.9M 4.5M shares
Smith Asset Management Co., LLC RIA/Wealth	+$4.8M +591.1K shares	$7.7M 944.1K shares
MORGAN STANLEY RIA/Wealth	+$4.6M +558.3K shares	$61.1M 7.4M shares
BB&T CORP Institution	+$4.3M +529.3K shares	$8.4M 1.0M shares
L LPL Financial LLC Institution	+$2.8M +336.8K shares	$18.3M 2.2M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$2.2M +268.9K shares	$4.7M 577.4K shares
Kestra Advisory Services, LLC RIA/Wealth	+$2.1M +260.0K shares	$3.4M 419.1K shares
G GUGGENHEIM CAPITAL LLC Institution	+$2.0M +249.4K shares	$15.6M 1.9M shares
Chicago Partners Investment Group LLC RIA/Wealth	+$1.5M +184.8K shares	$4.3M 532.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
S STIFEL FINANCIAL CORP Long Only Manager	−$1.1M −130.9K shares	$3.8M 467.6K shares
Linscomb & Williams, Inc. RIA/Wealth	−$777.9K −97.0K shares	Sold Off 0 shares
Hennion & Walsh Asset Management, Inc. RIA/Wealth	−$485.6K −59.2K shares	$4.2M 511.3K shares
Shaker Financial Services, LLC RIA/Wealth	−$442.3K −54.7K shares	Sold Off 0 shares
FIRST TRUST ADVISORS LP ETF Provider	−$368.9K −45.0K shares	$1.9M 236.9K shares
X XTX Topco Ltd Institution	−$341.2K −42.5K shares	Sold Off 0 shares
T Thoma Capital Management LLC Institution	−$276.1K −33.7K shares	$3.6M 433.6K shares
CAMPBELL CAPITAL MANAGEMENT INC RIA/Wealth	−$234.7K −28.6K shares	$2.9M 352.4K shares
Moors & Cabot, Inc. RIA/Wealth	−$224.7K −27.4K shares	$4.4M 538.0K shares
Triumph Capital Management RIA/Wealth	−$196.3K −23.9K shares	$713.7K 87.0K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited JPC in Q3 2025

New Positions: 31
New Value: $5.7M
Exited Positions: 16
Exited Value: $2.4M

New Positions

Institution	Position Value
C Cornerstone Advisory, LLP RIA/Wealth	$1.1M 132.3K shares
C Cottage Street Advisors LLC Institution	$589.5K 71.9K shares
Everstar Asset Management, LLC Hedge Fund•Multi-Strategy	$566.4K 69.1K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$467.3K 57.0K shares
P Portfolio Strategies, Inc. RIA/Wealth	$333.2K 40.6K shares
IHT Wealth Management, LLC RIA/Wealth	$275.1K 33.6K shares
SILVER OAK SECURITIES, Inc RIA/Wealth	$254.1K 31.0K shares
Mount Yale Investment Advisors, LLC RIA/Wealth	$245.0K 29.6K shares
U UMA Financial Services, Inc. RIA/Wealth	$240.8K 29.4K shares
W Wagner Wealth Management, LLC Institution	$201.5K 24.6K shares

Exited Positions

Institution	Previous Position
Linscomb & Williams, Inc. RIA/Wealth	$777.9K 97.0K shares
Shaker Financial Services, LLC RIA/Wealth	$442.3K 54.7K shares
X XTX Topco Ltd Institution	$341.2K 42.5K shares
PSI Advisors, LLC RIA/Wealth	$157.7K 19.7K shares
B Beacon Capital Management, LLC RIA/Wealth	$114.3K 14.3K shares
Brookstone Capital Management RIA/Wealth	$112.2K 14.0K shares
Atomi Financial Group, Inc. RIA/Wealth	$103.5K 12.9K shares
Northstar Financial Companies, Inc. RIA/Wealth	$100.1K 12.5K shares
Beacon Pointe Advisors, LLC RIA/Wealth	$88.7K 11.1K shares
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. Private Equity	$80.8K 10.1K shares

Options Activity

Institutions with the largest Call and Put options positions in JPC as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with JPC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Smith Asset Management Co., LLC RIA/Wealth	Benjamin Larry Smith President	6.59% $7.7M	0.00% 944.1K shares	Q4 2024 Held for 11 months	$117.4M
T Thoma Capital Management LLC Institution	-	2.04% $3.6M	0.00% 433.6K shares	Q3 2025 Held for 2 months	$174.1M
CAMPBELL CAPITAL MANAGEMENT INC RIA/Wealth	Clay Gile Campbell President	1.11% $2.9M	0.00% 352.4K shares	Q2 2024 Held for 1y 5m	$259.7M
FCA CORP /TX RIA/Wealth	Robert Warner Scharar CEO	1.10% $3.9M	0.00% 473.6K shares	Q4 2023 Held for 1y 11m	$353.4M
GREATMARK INVESTMENT PARTNERS, INC. RIA/Wealth	Jeffrey Guy Adams CCO	0.99% $8.3M	0.00% 1.0M shares	Q4 2023 Held for 1y 11m	$833.9M
MSH Capital Advisors LLC RIA/Wealth	Katrina Patricia Santamaria CEO	0.56% $2.1M	0.00% 253.8K shares	Q4 2021 Held for 3y 11m	$371.2M
Wealth Advisory Solutions, LLC RIA/Wealth	Tyler Ray Needler Managing Partner	0.55% $2.2M	0.00% 274.4K shares	Q1 2024 Held for 1y 8m	$412.4M
MELFA WEALTH MANAGEMENT, LLC RIA/Wealth	Christopher L Wayne CEO	0.47% $797.3K	0.00% 97.2K shares	Q4 2022 Held for 2y 11m	$169.9M
P Palogic Value Management, L.P. RIA/Wealth	Scott Aubrey Williams Partner	0.35% $822.6K	0.00% 100.3K shares	Q4 2022 Held for 2y 11m	$233.1M
Samalin Investment Counsel, LLC RIA/Wealth	Andrew Evan Samalin Managing Partner	0.34% $987.0K	0.00% 120.4K shares	Q4 2023 Held for 1y 11m	$289.2M

Hedge Fund Spotlight

Discover hedge funds investing in JPC

READYSTATE ASSET MANAGEMENT LP

Hedge Fund • Multi-Strategy

Portfolio ManagerDavid Barnett Grossman

Portfolio Value: $1.0B
Positions: 259
Last Reported: Q3 2025

Sector Allocation

Position in Nuveen Preferred & Income Opportunities Fund

Market Value: $1.5M
Shares Held: 179.2K
Portfolio Weight: 0.15%
Owned Since: 2025-Q2

Top Holding	Sector	Market Value	Weight
1 iShares iBoxx $ Investment Grade Corporate Bond LQD	ETF ETF	$61.1M	6.10%
2 CyberArk Software CYBR	Software - Infrastructure Technology	$54.5M	5.44%
3 Exact Sciences EXAS	Medical - Diagnostics & Research Healthcare	$47.6M	4.75%