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Nuveen Preferred & Income Opportunities Fund

137 hedge funds and large institutions have $140M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+12
Holders Change %
+9.6%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
23
Increased
32
Reduced
42
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
LPL Financial
26
LPL Financial
California
$1.57M -$13.3K -2,107 -0.8%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.48M -$452K -71,400 -23%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.4M +$299K +47,204 +27%
BFM
29
Boothbay Fund Management
New York
$1.37M +$1.27M +200,799 +1,255%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.34M -$59.6K -9,411 -4%
AU
31
Algebris (UK)
United Kingdom
$1.21M +$936K +147,506 +339%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.19M -$9.8K -1,549 -0.8%
Truist Financial
33
Truist Financial
North Carolina
$1.19M -$84.3K -13,310 -7%
SWP
34
Stratos Wealth Partners
Ohio
$1.15M +$125K +19,732 +12%
JWM
35
Jupiter Wealth Management
Colorado
$1.13M +$1.13M +182,794 New
SFS
36
Shaker Financial Services
Virginia
$1.06M
LCM
37
Landscape Capital Management
New Jersey
$1.06M +$223K +35,172 +27%
EGA
38
E&G Advisors
Texas
$881K -$17.1K -2,700 -2%
MCA
39
MSH Capital Advisors
Arizona
$777K
PAG
40
Private Advisor Group
New Jersey
$759K -$17.2K -2,712 -2%
WAM
41
Wolverine Asset Management
Illinois
$654K +$164K +25,857 +33%
Creative Planning
42
Creative Planning
Kansas
$645K +$645K +101,881 New
CSPIA
43
Cary Street Partners Investment Advisory
Virginia
$639K
RJFSA
44
Raymond James Financial Services Advisors
Florida
$603K +$14.5K +2,289 +2%
CIA
45
Capital Investment Advisors
Georgia
$600K +$600K +94,830 New
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$594K
WP
47
Woodline Partners
California
$565K -$1.13M -177,839 -67%
AAM
48
Advisors Asset Management
Colorado
$536K +$536K +84,692 New
MFWP
49
Mosaic Family Wealth Partners
Missouri
$498K -$36.7K -5,796 -7%
CAN
50
Cetera Advisor Networks
California
$492K -$4.43K -699 -0.9%