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Nuveen Preferred & Income Opportunities Fund

125 hedge funds and large institutions have $132M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 39 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-6
Holders Change %
-4.58%
% of All Funds
1.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
33
Reduced
39
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CHJWM
76
Carlton Hofferkamp & Jenks Wealth Management
Texas
$134K -$72.2K -11,000 -35%
AAS
77
Ameritas Advisory Services
Nebraska
$134K -$9.26K -1,440 -6%
SIG
78
Stonegate Investment Group
Alabama
$127K
BRWA
79
B. Riley Wealth Advisors
Florida
$123K
IW
80
Imprint Wealth
South Carolina
$119K
SRC
81
Shufro Rose & Co
New York
$113K
SPIA
82
Steward Partners Investment Advisory
New York
$111K +$7.34K +1,133 +7%
CA
83
CoreCap Advisors
Michigan
$110K +$110K +17,029 New
AWS
84
Atria Wealth Solutions
New York
$107K -$8.48K -1,300 -7%
EWA
85
Exencial Wealth Advisors
Oklahoma
$105K -$21K -3,234 -17%
BFM
86
Boothbay Fund Management
New York
$104K +$104K +16,000 New
KAS
87
Kestra Advisory Services
Texas
$96.7K +$96.7K +14,824 New
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$93.1K -$22K -3,388 -19%
BPA
89
Beacon Pointe Advisors
California
$92.9K
DC
90
Davenport & Co
Virginia
$89.5K
CA
91
Cetera Advisors
Colorado
$86.3K +$4.97K +767 +6%
SIA
92
Schechter Investment Advisors
Michigan
$85.7K
BCMLT
93
Beacon Capital Management LLC (Tennessee)
Tennessee
$82.9K
Cerity Partners
94
Cerity Partners
New York
$81.3K
SFC
95
Strategic Financial Concepts
Texas
$79.4K
FAG
96
Fortitude Advisory Group
Washington
$75K +$75K +11,571 New
LF
97
LifeSteps Financial
California
$74.7K -$49.1K -7,580 -40%
CAG
98
Csenge Advisory Group
Florida
$74.6K +$74.6K +11,509 New
AWM
99
Apollon Wealth Management
South Carolina
$71.2K +$1.49K +230 +2%
DDC
100
DF Dent & Co
Maryland
$71.1K +$71.1K +10,966 New