JPC icon

Nuveen Preferred & Income Opportunities Fund

277 hedge funds and large institutions have $580M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 81 increasing their positions, 88 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
277
Holders Change
-7
Holders Change %
-2.46%
% of All Funds
4.03%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
28
Increased
81
Reduced
88
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TCA
101
Transcend Capital Advisors
New Jersey
$343K +$26.9K +3,600 +9%
OA
102
Operose Advisors
Wisconsin
$332K
PAS
103
Park Avenue Securities
New York
$332K -$2.11M -281,932 -86%
IAMOG
104
Investors Asset Management of Georgia
Georgia
$329K +$37.4K +5,000 +13%
IAG
105
Investmark Advisory Group
Connecticut
$328K +$10.1K +1,349 +3%
RJT
106
Raymond James Trust
Florida
$322K -$10.5K -1,410 -3%
AAS
107
Avantax Advisory Services
Texas
$311K +$44.8K +6,000 +17%
BC
108
Burney Company
Virginia
$304K -$61.1K -8,179 -17%
STA
109
Summit Trail Advisors
New York
$296K +$296K +39,289 New
CCG
110
Catalina Capital Group
California
$295K
LNWWM
111
Laird Norton Wetherby Wealth Management
California
$284K -$6.19K -829 -2%
Millennium Management
112
Millennium Management
New York
$282K
CA
113
Carson Advisory
Georgia
$280K +$28.4K +3,800 +11%
KPWS
114
Kestra Private Wealth Services
Texas
$280K -$49.7K -6,647 -15%
JIR
115
James Investment Research
Ohio
$273K
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$272K -$14.2K -1,902 -5%
WT
117
Whittier Trust
California
$267K -$416K -55,733 -61%
PM
118
Penbrook Management
New York
$251K
SRC
119
Shufro Rose & Co
New York
$249K +$18.7K +2,500 +8%
PWA
120
Prairie Wealth Advisors
Nebraska
$249K -$8.74K -1,159 -3%
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$248K -$714K -95,576 -74%
PFGIA
122
Patriot Financial Group Insurance Agency
Massachusetts
$244K -$39.5K -5,286 -14%
PTC
123
Private Trust Company
Ohio
$233K
Bank of New York Mellon
124
Bank of New York Mellon
New York
$225K +$20.8K +2,787 +10%
AO
125
Advisor OS
Illinois
$217K +$687 +92 +0.3%