JPC icon

Nuveen Preferred & Income Opportunities Fund

284 hedge funds and large institutions have $523M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+7
Holders Change %
+2.53%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
40
Increased
95
Reduced
73
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
WS
76
Wedbush Securities
California
$603K -$34K -4,215 -5%
PS
77
Principal Securities
Iowa
$603K -$37.9K -4,694 -6%
P
78
&Partners
Tennessee
$592K +$592K +73,315 New
DAS
79
Diversify Advisory Services
Utah
$591K
SC
80
Stolper & Co
Oklahoma
$542K -$9.51K -1,179 -2%
SWM
81
Spire Wealth Management
Virginia
$524K +$151K +18,727 +41%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$515K +$222K +27,569 +76%
WS
83
Wela Strategies
Georgia
$476K -$270K -33,495 -36%
RW
84
RVW Wealth
California
$472K
MFWP
85
Mosaic Family Wealth Partners
Missouri
$472K
CWM
86
Centurion Wealth Management
Virginia
$470K +$470K +58,235 New
SFS
87
Shaker Financial Services
Virginia
$464K +$464K +57,000 New
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$463K -$8.43K -1,045 -2%
CA
89
Carson Advisory
Georgia
$449K +$146K +18,128 +48%
Goldman Sachs
90
Goldman Sachs
New York
$448K +$448K +55,500 New
WLPWM
91
Walled Lake Planning & Wealth Management
Illinois
$446K
SCA
92
Sage Capital Advisors
South Dakota
$442K +$19.9K +2,469 +5%
TC
93
TownSquare Capital
Utah
$434K +$597 +74 +0.1%
GP
94
Gridiron Partners
Pennsylvania
$427K
LOPW
95
Live Oak Private Wealth
North Carolina
$415K
HI
96
Harbour Investments
Wisconsin
$411K -$7.97K -988 -2%
XT
97
XTX Topco
Cayman Islands
$389K +$294K +36,491 +311%
OC
98
Oppenheimer & Co
New York
$382K +$1.56K +193 +0.4%
AAS
99
Ameritas Advisory Services
Nebraska
$380K -$21.5K -2,658 -5%
ASN
100
Advisory Services Network
Georgia
$377K