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Nuveen Preferred & Income Opportunities Fund

137 hedge funds and large institutions have $140M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+12
Holders Change %
+9.6%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
23
Increased
32
Reduced
42
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FSI
101
Flow State Investments
Illinois
$81K +$81K +12,800 New
SFC
102
Strategic Financial Concepts
Texas
$77.5K
KAS
103
Kestra Advisory Services
Texas
$76.4K -$17.4K -2,752 -19%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$73.7K -$185K -29,211 -72%
FAG
105
Fortitude Advisory Group
Washington
$73.2K
LF
106
LifeSteps Financial
California
$72.9K
CHJWM
107
Carlton Hofferkamp & Jenks Wealth Management
Texas
$72K -$51K -8,500 -41%
BRWA
108
B. Riley Wealth Advisors
Florida
$71.9K -$47.9K -7,508 -40%
AWM
109
Apollon Wealth Management
South Carolina
$71K +$1.42K +225 +2%
Wealth Enhancement Advisory Services
110
Wealth Enhancement Advisory Services
Minnesota
$67.5K +$67.5K +10,662 New
CAM
111
Cresset Asset Management
Illinois
$66.9K -$2.49K -391 -4%
DDC
112
DF Dent & Co
Maryland
$66.9K -$2.52K -398 -4%
Cerity Partners
113
Cerity Partners
New York
$63.6K -$15.8K -2,500 -20%
BFEC
114
Benjamin F. Edwards & Company
Missouri
$59K +$14.6K +2,300 +33%
SWM
115
Spire Wealth Management
Virginia
$39K +$646 +102 +2%
CFGS
116
Concourse Financial Group Securities
Alabama
$36K
CA
117
Clearstead Advisors
Ohio
$29.1K +$29.1K +4,600 New
PTC
118
Private Trust Company
Ohio
$26.8K
SIS
119
Sound Income Strategies
Florida
$24.7K
HCP
120
Hexagon Capital Partners
Arkansas
$21.4K
CBT
121
CoreFirst Bank & Trust
Kansas
$21.1K -$25.8K -4,082 -55%
FIA
122
FNY Investment Advisers
New York
$18K
JPMorgan Chase & Co
123
JPMorgan Chase & Co
New York
$14.5K +$14.5K +2,292 New
HBW
124
Hazlett, Burt & Watson
West Virginia
$14K -$9.37K -1,472 -40%
NS
125
NBC Securities
Alabama
$12K +$12K +2,000 New