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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
3.92%
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 %
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$1.35M -$91.9K -11,700 -6%
GWM
52
Geneos Wealth Management
Colorado
$1.35M +$32.1K +4,078 +2%
KAS
53
Kestra Advisory Services
Texas
$1.22M +$302K +38,367 +33%
PAG
54
Private Advisor Group
New Jersey
$1.15M -$73.6K -9,361 -6%
P
55
&Partners
Tennessee
$1.05M +$462K +57,523 +78%
ASN
56
Advisory Services Network
Georgia
$985K +$588K +74,831 +148%
SIC
57
Samalin Investment Counsel
New York
$835K +$38K +4,830 +5%
CSP
58
Cary Street Partners
Virginia
$814K +$814K +103,559 New
PVM
59
Palogic Value Management
Texas
$796K – – –
MWM
60
Melfa Wealth Management
Massachusetts
$784K -$10.6K -1,350 -1%
EGA
61
E&G Advisors
Texas
$735K -$111K -14,200 -13%
SDAM
62
Shulman DeMeo Asset Management
New York
$712K +$267 +34 +0%
BIA
63
Benchmark Investment Advisors
Illinois
$692K – – –
Mariner
64
Mariner
Kansas
$688K -$125K -15,840 -15%
WAP
65
Wealthcare Advisory Partners
Pennsylvania
$649K -$48.2K -6,126 -7%
BI
66
Bramshill Investments
Florida
$648K +$10.6K +1,350 +2%
TCM
67
Triumph Capital Management
Colorado
$641K +$10.7K +1,367 +2%
MSA
68
Marino Stram & Associates
Massachusetts
$622K – – –
AWM
69
Accel Wealth Management
Iowa
$610K -$24.1K -3,068 -4%
AWS
70
Atria Wealth Solutions
New York
$601K -$60.3K -7,670 -9%
DWM
71
Diversify Wealth Management
Utah
$581K +$581K +73,000 New
LFAS
72
Level Four Advisory Services
Texas
$577K -$41.8K -5,315 -7%
WS
73
Wedbush Securities
California
$573K -$14.3K -1,813 -2%
PS
74
Principal Securities
Iowa
$559K -$28K -3,559 -5%
RW
75
RVW Wealth
California
$557K +$97.6K +12,422 +21%
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3
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