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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 %
DC
51
Davenport & Co
Virginia
$1.58M -$6.16K -857 -0.4%
PFA
52
Petra Financial Advisors
Colorado
$1.47M -$11.5K -1,597 -0.8%
FC
53
FCA Corp
Texas
$1.46M +$187K +26,049 +15%
MCA
54
MSH Capital Advisors
Arizona
$1.41M +$29.3K +4,079 +2%
JWM
55
Jupiter Wealth Management
Colorado
$1.32M
CAN
56
Cetera Advisor Networks
California
$1.27M -$381K -53,053 -23%
PAG
57
Private Advisor Group
New Jersey
$1.26M -$53.8K -7,488 -4%
SFS
58
Shaker Financial Services
Virginia
$1.14M -$2.27M -314,123 -67%
Thrivent Financial for Lutherans
59
Thrivent Financial for Lutherans
Minnesota
$1.14M -$101K -14,000 -8%
GWM
60
Geneos Wealth Management
Colorado
$1.1M -$78.6K -10,934 -7%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$926K -$3.72M -517,058 -80%
CA
62
Cetera Advisors
Colorado
$882K +$691K +96,164 +363%
EGA
63
E&G Advisors
Texas
$807K -$7.54K -1,050 -0.9%
KAS
64
Kestra Advisory Services
Texas
$783K +$14.1K +1,962 +2%
Mariner
65
Mariner
Kansas
$776K +$12.3K +1,711 +2%
MWM
66
Melfa Wealth Management
Massachusetts
$751K +$108 +15 +0%
WS
67
Wedbush Securities
California
$742K -$5.99K -832 -0.8%
PVM
68
Palogic Value Management
Texas
$735K
CSPIA
69
Cary Street Partners Investment Advisory
Virginia
$717K +$26.2K +3,637 +4%
SIC
70
Samalin Investment Counsel
New York
$681K +$15.4K +2,137 +2%
PIWA
71
Prevail Innovative Wealth Advisors
Kansas
$663K +$408K +56,755 +160%
WT
72
Whittier Trust
California
$658K -$51.6K -7,171 -7%
WAP
73
Wealthcare Advisory Partners
Pennsylvania
$656K -$47.9K -6,664 -7%
SDAM
74
Shulman DeMeo Asset Management
New York
$652K -$3.41K -474 -0.5%
WS
75
Wela Strategies
Georgia
$642K -$393K -54,690 -38%