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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

278 hedge funds and large institutions have $483M invested in Nuveen Preferred & Income Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 71 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
278
Holders Change
-16
Holders Change %
-5.44%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
79
Reduced
71
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$32.6M
2
GWM
2
Geneos Wealth Management
Colorado
$3.27M
3
PA
3
PFG Advisors
Arizona
$1.79M
4
Wells Fargo
4
Wells Fargo
California
$28.4M
5
Cerity Partners
5
Cerity Partners
New York
$6.23M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$18.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$54M
3
SIA
3
Sit Investment Associates
Minnesota
$32.7M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$132K
5
Cohen & Steers
5
Cohen & Steers
New York
$6.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
276
Tower Research Capital (TRC)
New York
$398 +$398 +50 New
GG
277
Gleason Group
Kentucky
$181 +$8 +1 +5%
Jones Financial Companies
278
Jones Financial Companies
Missouri
$48 -$17.3K -2,161 -100%
KWA
279
Kingswood Wealth Advisors
California
– -$475K -60,391 Closed
AWM
280
Axxcess Wealth Management
California
– -$471K -59,935 Closed
BP
281
Ballentine Partners
Massachusetts
– -$422K -53,693 Closed
AC
282
Aristides Capital
Kentucky
– -$419K -53,250 Closed
IAA
283
Independent Advisor Alliance
North Carolina
– -$404K -51,348 Closed
Rockefeller Capital Management
284
Rockefeller Capital Management
New York
– -$316K -40,218 Closed
PMWMG
285
Parr McKnight Wealth Management Group
Minnesota
– -$297K -37,846 Closed
Citadel Advisors
286
Citadel Advisors
Florida
– -$214K -27,180 Closed
PAG
287
Private Advisory Group
Washington
– -$210K -26,690 Closed
HF
288
HRT Financial
New York
– -$196K -25,026 Closed
LA
289
LexAurum Advisors
Kansas
– -$168K -21,372 Closed
LSC
290
Logan Stone Capital
Illinois
– -$137K -17,471 Closed
BFA
291
Bragg Financial Advisors
North Carolina
– -$118K -14,955 Closed
MFA
292
Morling Financial Advisors
California
– -$115K -14,674 Closed
Millennium Management
293
Millennium Management
New York
– -$110K -14,007 Closed
Goldman Sachs
294
Goldman Sachs
New York
– -$110K -14,000 Closed
NCM
295
Noesis Capital Mangement
Florida
– -$106K -13,433 Closed
AWM
296
AE Wealth Management
Kansas
– -$103K -13,072 Closed
FA
297
Freestate Advisors
Kansas
– -$98.2K -12,494 Closed
MOS
298
MGO One Seven
Ohio
– -$98K -12,469 Closed
SLC
299
Second Line Capital
Louisiana
– -$93.9K -11,948 Closed
ACA
300
Aptus Capital Advisors
Alabama
– -$93.9K -11,948 Closed
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