Nuveen Preferred & Income Opportunities Fund
US ˙ NYSE ˙ US67073B1061

SecurityJPC / Nuveen Preferred & Income Opportunities Fund
InstitutionSandy Spring Bank
Latest Disclosed Ownership238 shares
Latest Disclosed Value $ 1,895
Sandy Spring Bank ownership in JPC / Nuveen Preferred & Income Opportunities Fund

On May 12, 2025 - Sandy Spring Bank filed a 13F-HR form disclosing ownership of 238 shares of Nuveen Preferred & Income Opportunities Fund (US:JPC) valued at $1,894 USD as of March 31, 2025. The entity filed a previous 13F-HR on August 6, 2021 disclosing 0 shares of Nuveen Preferred & Income Opportunities Fund. The current value of the position is $1,859 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2025-05-12 2025-03-31 13F NUVEEN PFD & INCOME OPPORTUN COM 67073B106 238 238 2 0.0001
2021-08-06 2021-06-30 13F NUVEEN PFD & INCOME OPPORTUN COM 67073B106 0 -6,600 -100.00 0 -100.00
2021-05-03 2021-03-31 13F NUVEEN PFD & INCOME OPPORTUN COM 67073B106 6,600 0 0.00 63 0.00 0.0036
2021-02-03 2020-12-31 13F NUVEEN PFD & INCOME OPPORTUN COM 67073B106 6,600 0 0.00 63 12.50 0.0038
2020-11-09 2020-09-30 13F NUVEEN PFD & INCOME OPPORTUN COM 67073B106 6,600 0 0.00 56 3.70 0.0038
2020-08-12 2020-06-30 13F NUVEEN PFD & INCOME OPPORTUN COM 67073B106 6,600 0 0.00 54 12.50 0.0040
2020-05-01 2020-03-31 13F NUVEEN PFD & INCOME OPPORTUN COM 67073B106 6,600 0 0.00 48 -30.43 0.0043
2020-02-06 2019-12-31 13F NUVEEN PFD & INCM OPPORTNYS COM 67073B106 6,600 0 0.00 69 4.55 0.0050
2019-11-01 2019-09-30 13F NUVEEN PFD & INCM OPPORTNYS COM 67073B106 6,600 0 0.00 66 1.54 0.0052
2019-08-01 2019-06-30 13F NUVEEN PFD & INCM OPPORTNYS COM 67073B106 6,600 0 0.00 65 3.17 0.0052
2019-05-06 2019-03-31 13F NUVEEN PFD & INCM OPPORTNY COM 67073B106 6,600 0 0.00 63 14.55 0.0053
2019-02-08 2018-12-31 13F NUVEEN PFD & INCM OPPORTNYS COM 67073B106 6,600 0 0.00 55 -9.84 0.0053
2018-11-07 2018-09-30 13F NUVEEN PFD & INCM OPPORTNYS COM 67073B106 6,600 0 0.00 61 -1.61 0.0050
2018-08-03 2018-06-30 13F NUVEEN PFD & INCM OPPORTNYS COM 67073B106 6,600 0 0.00 62 -6.06 0.0054
2018-05-04 2018-03-31 13F NUVEEN PFD & INCM OPPORTNYS COM 67073B106 6,600 0 0.00 66 -2.94 0.0058
2018-02-02 2017-12-31 13F NUVEEN PFD & INCM OPPORT COM 67073B106 6,600 0 0.00 68 -2.86 0.0062
2017-11-03 2017-09-30 13F NUVEEN PFD & INCM OPPORTNYS COM 67073B106 6,600 0 0.00 70 1.45 0.0067
2017-08-11 2017-06-30 13F NUVEEN PFD INCOME OPPRTNY FD COM 67073B106 6,600 0 0.00 69 6.15 0.0068
2017-05-11 2017-03-31 13F/A-1 NUVEEN PFD INCOME OPPRTN COM 67073B106 6,600 0 0.00 65 0.00 0.0065
2017-05-10 2017-03-31 13F NUVEEN PFD INCOME OPPRTN COM 67073B106 6,600 65
2017-02-06 2016-12-31 13F NUVEEN PFD INCOME OPPRTNY COM 67073B106 6,600 0 0.00 65 -1.52 0.0067
2016-11-07 2016-09-30 13F NUVEEN PFD INCOME OPPRTNY F COM 67073B106 6,600 0 0.00 66 0.00 0.0071
2016-08-09 2016-06-30 13F NUVEEN PFD INCOME OPPRTNY FD COM 67073B106 6,600 0 0.00 66 6.45 0.0075
2016-05-04 2016-03-31 13F NUVEEN PFD INCOME OPPRTNY FD COM 67073B106 6,600 0 0.00 62 3.33 0.0071
2016-02-03 2015-12-31 13F NUVEEN PFD INCOME OPPRTNY COM 67073B106 6,600 -1,625 -19.76 60 -18.92 0.0070
2015-11-04 2015-09-30 13F NUVEEN PFD INCOME OPPRTNY COM 67073B106 8,225 -1,625 -16.50 74 -17.78 0.0091
2015-08-07 2015-06-30 13F NUVEEN PFD INCOME OPPRTNY F COM 67073B106 9,850 0 0.00 90 -4.26 0.0102
2015-05-13 2015-03-31 13F/A-1 NUVEEN PFD INCOME OPPRTNY FD COM 67073B106 9,850 9,850 94 0.0109
2015-05-11 2015-03-31 13F NUVEEN PFD INCOME OPPRTNY FD COM 67073B106 9,850 94
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.