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Nuveen Preferred & Income Opportunities Fund

277 hedge funds and large institutions have $580M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 88 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
-7
Holders Change %
-2.46%
% of All Funds
4.03%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
81
Reduced
88
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PFA
51
Petra Financial Advisors
Colorado
$1.5M -$29.5K -3,955 -2%
JWM
52
Jupiter Wealth Management
Colorado
$1.4M
SA
53
Sanctuary Advisors
Indiana
$1.3M +$1.3M +185,385 New
GWM
54
Geneos Wealth Management
Colorado
$1.2M +$62.2K +8,331 +5%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$1.18M
CL
56
Choreo LLC
Illinois
$1.17M +$551K +73,918 +89%
PAG
57
Private Advisor Group
New Jersey
$1.09M -$223K -29,850 -17%
Mariner
58
Mariner
Kansas
$841K +$34.2K +4,576 +4%
EGA
59
E&G Advisors
Texas
$817K -$21.6K -2,900 -3%
Pathstone Holdings
60
Pathstone Holdings
New Jersey
$807K -$2.75M -368,228 -77%
KAS
61
Kestra Advisory Services
Texas
$782K -$31.3K -4,195 -4%
MWM
62
Melfa Wealth Management
Massachusetts
$780K -$740 -99 -0.1%
PVM
63
Palogic Value Management
Texas
$757K -$7.38K -988 -1%
SIC
64
Samalin Investment Counsel
New York
$711K +$3.78K +506 +0.5%
CSPIA
65
Cary Street Partners Investment Advisory
Virginia
$711K -$33.9K -4,538 -5%
WS
66
Wela Strategies
Georgia
$691K +$24.7K +3,309 +4%
SDAM
67
Shulman DeMeo Asset Management
New York
$676K -$1.29K -172 -0.2%
BIA
68
Benchmark Investment Advisors
Illinois
$657K
WAP
69
Wealthcare Advisory Partners
Pennsylvania
$639K -$43.2K -5,778 -6%
AWS
70
Atria Wealth Solutions
New York
$626K +$70.8K +9,418 +13%
AWM
71
Accel Wealth Management
Iowa
$617K -$11.4K -1,522 -2%
LCM
72
Landscape Capital Management
New Jersey
$602K -$2.67M -357,537 -82%
ASFA
73
All Season Financial Advisors
Colorado
$595K -$31.4K -4,199 -5%
PS
74
Principal Securities
Iowa
$593K -$8.85K -1,185 -1%
MSA
75
Marino Stram & Associates
Massachusetts
$591K