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Nuveen Preferred & Income Opportunities Fund

135 hedge funds and large institutions have $155M invested in Nuveen Preferred & Income Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 34 increasing their positions, 44 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+3
Holders Change %
+2.27%
% of All Funds
2.18%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
27
Increased
34
Reduced
44
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
101
Apollon Wealth Management
South Carolina
$77.3K +$2.22K +305 +3%
CF
102
Centaurus Financial
California
$74K +$29 +4 +0%
HA
103
Herold Advisors
New York
$73.5K +$73.5K +10,091 New
CBT
104
CoreFirst Bank & Trust
Kansas
$54K
JIR
105
James Investment Research
Ohio
$51K
CFGS
106
Concourse Financial Group Securities
Alabama
$41.1K -$27.3K -3,755 -40%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$40.4K
SWM
108
Spire Wealth Management
Virginia
$35K +$1K +138 +3%
IA
109
IFP Advisors
Florida
$34K -$6.04K -588 -15%
PTC
110
Private Trust Company
Ohio
$31K
SIS
111
Sound Income Strategies
Florida
$28.4K
HBW
112
Hazlett, Burt & Watson
West Virginia
$27K
HCP
113
Hexagon Capital Partners
Arkansas
$24.6K
ASN
114
Advisory Services Network
Georgia
$23.5K +$23.5K +3,231 New
AWM
115
Accel Wealth Management
Iowa
$22.2K
IWP
116
IAG Wealth Partners
Wisconsin
$19.7K
JPMorgan Chase & Co
117
JPMorgan Chase & Co
New York
$15K +$15K +2,113 New
Fidelity Investments
118
Fidelity Investments
Massachusetts
$14.8K +$14.8K +2,035 New
MSCM
119
McElhenny Sheffield Capital Management
Texas
$14.6K +$14.6K +2,000 New
BAM
120
Belpointe Asset Management
Nevada
$11.8K +$11.8K +1,627 New
FWM
121
Focused Wealth Management
New York
$11.5K
GJIA
122
Glass Jacobson Investment Advisors
Maryland
$10.9K +$10.9K +1,500 New
CNBTD
123
Citizens National Bank Trust Department
Mississippi
$10K
Citigroup
124
Citigroup
New York
$7.28K
RBC
125
Romano Brothers & Co
Illinois
$7.28K +$7.28K +1,000 New