JPC icon

Nuveen Preferred & Income Opportunities Fund

284 hedge funds and large institutions have $586M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 89 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-10
Holders Change %
-3.4%
% of All Funds
4.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
37
Increased
89
Reduced
89
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$3.95M +$247K +34,309 +7%
MC
27
Moors & Cabot
Massachusetts
$3.9M -$172K -23,952 -4%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$3.83M +$729K +101,383 +24%
SWP
29
Stratos Wealth Partners
Ohio
$3.83M -$31.4K -4,361 -0.8%
RIL
30
Rothschild Investment LLC
Illinois
$3.8M +$61.2K +8,512 +2%
SAG
31
SageView Advisory Group
California
$3.59M +$2.82M +67,824 +368%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$3.47M +$2.33M +323,669 +204%
Pathstone Holdings
33
Pathstone Holdings
New Jersey
$3.43M -$555K -77,165 -14%
AAM
34
Advisors Asset Management
Colorado
$3.42M +$1.25M +174,390 +58%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.42M -$53K -7,367 -2%
PL
36
Protective Life
Alabama
$3.16M
LCM
37
Landscape Capital Management
New Jersey
$3.15M -$2.49M -346,416 -44%
Lido Advisors
38
Lido Advisors
California
$2.9M +$243K +33,522 +9%
CCM
39
Campbell Capital Management
Florida
$2.87M +$23.1K +3,207 +0.8%
Cetera Investment Advisers
40
Cetera Investment Advisers
Illinois
$2.48M +$1.55M +215,668 +166%
Cerity Partners
41
Cerity Partners
New York
$2.47M +$493K +68,507 +25%
Truist Financial
42
Truist Financial
North Carolina
$2.4M +$140K +19,435 +6%
SFS
43
Sowell Financial Services
Arkansas
$2.39M +$568K +78,533 +31%
PAS
44
Park Avenue Securities
New York
$2.35M +$404K +56,245 +21%
CPIG
45
Chicago Partners Investment Group
Illinois
$2.1M +$216K +30,974 +11%
RC
46
Rareview Capital
Nevada
$2.08M -$854K -118,736 -29%
First Trust Advisors
47
First Trust Advisors
Illinois
$2.02M +$175K +24,320 +9%
Fiera Capital (Canada)
48
Fiera Capital (Canada)
Quebec, Canada
$1.99M +$14.3K +1,991 +0.7%
NA
49
NewEdge Advisors
Louisiana
$1.76M +$240K +33,356 +16%
CA
50
CoreCap Advisors
Michigan
$1.73M -$171K -23,784 -9%