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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 %
CAM
101
Cresset Asset Management
Illinois
$71.1K +$71.1K +10,891 New
SPC
102
Sigma Planning Corp
Michigan
$68.1K -$27K -4,165 -28%
EWM
103
Endurance Wealth Management
Rhode Island
$60K
CBT
104
CoreFirst Bank & Trust
Kansas
$48K
BFEC
105
Benjamin F. Edwards & Company
Missouri
$45K +$45K +7,000 New
SWM
106
Spire Wealth Management
Virginia
$39.3K +$674 +104 +2%
CFGS
107
Concourse Financial Group Securities
Alabama
$36.8K
PTC
108
Private Trust Company
Ohio
$27.4K
SIS
109
Sound Income Strategies
Florida
$25.3K
HBW
110
Hazlett, Burt & Watson
West Virginia
$24K
HCP
111
Hexagon Capital Partners
Arkansas
$21.9K
FIA
112
FNY Investment Advisers
New York
$19K
US Bancorp
113
US Bancorp
Minnesota
$14.5K +$14.5K +2,240 New
FWM
114
Focused Wealth Management
New York
$10.2K
GJIA
115
Glass Jacobson Investment Advisors
Maryland
$9.72K +$9.72K +1,500 New
CNBTD
116
Citizens National Bank Trust Department
Mississippi
$9.07K
Citigroup
117
Citigroup
New York
$6.97K +$492 +76 +8%
CAS
118
Coppell Advisory Solutions
Texas
$5.15K +$5.15K +801 New
HCM
119
Hollencrest Capital Management
California
$5.06K +$5.06K +781 New
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$2.72K
GI
121
Gradient Investments
Minnesota
$2.66K +$2.66K +410 New
WWM
122
Wolff Wiese Magana
California
$2.27K
Carson Wealth (CWM LLC)
123
Carson Wealth (CWM LLC)
Nebraska
$2K -$13.3K -2,000 -87%
PA
124
Parallel Advisors
California
$881
EWA
125
EverSource Wealth Advisors
Alabama
$104