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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

294 hedge funds and large institutions have $495M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 88 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+10
Holders Change %
+3.52%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
54
Increased
88
Reduced
73
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$29.8M
2
IWA
2
IBEX Wealth Advisors
New Jersey
$2.57M
3
PCM
3
Prelude Capital Management
New York
$2.36M
4
GC
4
Guggenheim Capital
Illinois
$10.1M
5
FC
5
FCA Corp
Texas
$3.43M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.2M
2
CIA
2
Capital Investment Advisors
Georgia
$2.88M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$0
4
SIA
4
Sit Investment Associates
Minnesota
$37.3M
5
Cohen & Steers
5
Cohen & Steers
New York
$7.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSPIA
301
Cary Street Partners Investment Advisory
Virginia
– -$750K -92,904 Closed
DAS
302
Diversify Advisory Services
Utah
– -$591K -73,000 Closed
WS
303
Wela Strategies
Georgia
– -$476K -59,040 Closed
XT
304
XTX Topco
Cayman Islands
– -$389K -48,226 Closed
4WM
305
49 Wealth Management
Texas
– -$375K -46,409 Closed
GS
306
GTS Securities
New York
– -$336K -41,637 Closed
VF
307
Virtu Financial
New York
– -$235K -29,153 Closed
Calamos Advisors
308
Calamos Advisors
Illinois
– -$234K -29,024 Closed
MFG
309
Merit Financial Group
Georgia
– -$223K -27,646 Closed
WWM
310
Western Wealth Management
Colorado
– -$207K -25,608 Closed
DS
311
DRW Securities
Illinois
– -$176K -21,800 Closed
RFM
312
Royal Fund Management
Florida
– -$134K -16,550 Closed
PWPS
313
Pinnacle Wealth Planning Services
Ohio
– -$125K -15,433 Closed
BEI
314
Benjamin Edwards Inc
Missouri
– -$117K -14,456 Closed
EH
315
Equitable Holdings
New York
– -$116K -14,389 Closed
MIC
316
Meridian Investment Counsel
California
– -$112K -13,850 Closed
SFA
317
Sequoia Financial Advisors
Ohio
– -$105K -13,071 Closed
TSS
318
Two Sigma Securities
New York
– -$105K -12,996 Closed
GKWIM
319
Gerber Kawasaki Wealth & Investment Management
California
– -$104K -12,840 Closed
OAM
320
Occidental Asset Management
California
– -$101K -12,524 Closed
Northern Trust
321
Northern Trust
Illinois
– -$95.8K -11,867 Closed
SIMG
322
Sonora Investment Management Group
Arizona
– -$80.7K -10,000 Closed
GJWM
323
Gilliland Jeter Wealth Management
Arkansas
– -$64K -7,930 Closed
ATS
324
Ashton Thomas Securities
New York
– -$40.8K -5,053 Closed
BCWM
325
Bartlett & Co Wealth Management
Ohio
– -$27.8K -3,419 Closed
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13
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