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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 %
ACMG
76
Anchor Capital Management Group
California
$550K +$550K +70,000 New
CWM
77
Centurion Wealth Management
Virginia
$545K +$87.6K +11,143 +19%
BRWA
78
B. Riley Wealth Advisors
Florida
$527K -$142K -18,064 -21%
SWM
79
Spire Wealth Management
Virginia
$526K +$15.4K +1,956 +3%
SC
80
Stolper & Co
Oklahoma
$518K -$10.5K -1,330 -2%
Comerica Bank
81
Comerica Bank
Texas
$482K -$180K -22,847 -27%
KWA
82
Kingswood Wealth Advisors
California
$475K +$195K +24,872 +70%
AWM
83
Axxcess Wealth Management
California
$471K +$471K +59,935 New
KPWS
84
Kestra Private Wealth Services
Texas
$461K +$122K +15,474 +36%
MFWP
85
Mosaic Family Wealth Partners
Missouri
$459K – – –
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$458K +$270K +34,384 +144%
WLPWM
87
Walled Lake Planning & Wealth Management
Illinois
$434K – – –
IAIM
88
International Assets Investment Management
Florida
$432K -$2.71M -338,395 -86%
TC
89
TownSquare Capital
Utah
$424K +$715 +91 +0.2%
BP
90
Ballentine Partners
Massachusetts
$422K +$422K +53,693 New
AC
91
Aristides Capital
Kentucky
$419K +$419K +53,250 New
GP
92
Gridiron Partners
Pennsylvania
$416K – – –
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$408K -$42.9K -5,460 -10%
LOPW
94
Live Oak Private Wealth
North Carolina
$404K – – –
IAA
95
Independent Advisor Alliance
North Carolina
$404K +$404K +51,348 New
HI
96
Harbour Investments
Wisconsin
$401K +$982 +125 +0.2%
AAS
97
Avantax Advisory Services
Texas
$399K +$76.4K +9,714 +24%
SCA
98
Sage Capital Advisors
South Dakota
$398K -$33K -4,198 -8%
AAS
99
Ameritas Advisory Services
Nebraska
$394K +$24.6K +3,124 +7%
TA
100
Tectonic Advisors
Texas
$393K +$393K +50,000 New
2 3
4
5 6