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Nuveen Preferred & Income Opportunities Fund
JPC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
McGowan Group Asset Management
1
McGowan Group Asset Management
Texas
USD 22.7 M +USD 99.2 k +10,730 +0.4%
Cohen & Steers
2
Cohen & Steers
New York
USD 15.3 M +USD 913 k +98,825 +6%
Wells Fargo
3
Wells Fargo
California
USD 13.7 M +USD 2.15 M +233,103 +19%
Morgan Stanley
4
Morgan Stanley
New York
USD 11.2 M -USD 4.43 M -479,589 -29%
Parametric Portfolio Associates
5
Parametric Portfolio Associates
Washington
USD 10.9 M +USD 2 M +216,805 +23%
Invesco
6
Invesco
Georgia
USD 10.6 M -USD 460 k -49,759 -4%
AEGON Asset Management (UK)
7
AEGON Asset Management (UK)
United Kingdom
USD 6.94 M – – –
UBS Group
8
UBS Group
Switzerland
USD 6.44 M -USD 1.94 M -209,750 -23%
First Foundation Advisors
9
First Foundation Advisors
California
USD 5.76 M +USD 512 k +55,434 +10%
LPL Financial
10
LPL Financial
California
USD 4.62 M +USD 308 k +33,347 +7%
Jacobus Wealth Management
11
Jacobus Wealth Management
Wisconsin
USD 3.48 M +USD 1.34 M +144,705 +64%
Dubuque Bank & Trust
12
Dubuque Bank & Trust
Iowa
USD 2.87 M +USD 84.5 k +9,144 +3%
Capital Investment Advisors
13
Capital Investment Advisors
Georgia
USD 2.51 M -USD 138 k -14,943 -5%
Dixon Hubard Feinour & Brown
14
Dixon Hubard Feinour & Brown
Virginia
USD 2.25 M -USD 209 k -22,650 -9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
USD 2.22 M -USD 111 k -12,052 -5%
Bank of America
16
Bank of America
North Carolina
USD 2.1 M +USD 745 k +80,624 +56%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
USD 1.77 M +USD 1.75 M +189,390 Nuevas
United Capital Financial Advisors
18
United Capital Financial Advisors
Texas
USD 1.53 M +USD 5.18 k +560 +0.3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
USD 1.45 M -USD 7.71 k -834 -0.5%
Vident Investment Advisory
20
Vident Investment Advisory
Georgia
USD 1.43 M +USD 723 k +78,264 +105%
Yorktown Management & Research Company
21
Yorktown Management & Research Company
Virginia
USD 1.31 M +USD 878 k +95,000 +211%
Oxbow Advisors
22
Oxbow Advisors
Texas
USD 1.25 M -USD 55.5 k -6,000 -4%
Investors Asset Management of Georgia
23
Investors Asset Management of Georgia
Georgia
USD 1.07 M -USD 9.24 k -1,000 -0.9%
SeaBridge Investment Advisors
24
SeaBridge Investment Advisors
New Jersey
USD 1.07 M -USD 19.7 k -2,130 -2%
Guggenheim Capital
25
Guggenheim Capital
Illinois
USD 1 M +USD 39 k +4,216 +4%
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