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Nuveen Preferred & Income Opportunities Fund

284 hedge funds and large institutions have $523M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 95 increasing their positions, 73 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
+7
Holders Change %
+2.53%
% of All Funds
4.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
40
Increased
95
Reduced
73
Closed
31
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
4WM
101
49 Wealth Management
Texas
$375K
TCA
102
Transcend Capital Advisors
New Jersey
$367K -$3.43K -425 -0.9%
IAMOG
103
Investors Asset Management of Georgia
Georgia
$365K +$10.1K +1,250 +3%
PFS
104
Prospera Financial Services
Texas
$362K -$14.8K -1,837 -4%
IAG
105
Investmark Advisory Group
Connecticut
$360K +$5.62K +696 +2%
OA
106
Operose Advisors
Wisconsin
$359K
KPWS
107
Kestra Private Wealth Services
Texas
$349K +$46K +5,700 +15%
HIP
108
HUB Investment Partners
Texas
$340K -$130K -16,067 -28%
GS
109
GTS Securities
New York
$336K +$336K +41,637 New
BC
110
Burney Company
Virginia
$333K +$4.37K +541 +1%
AAS
111
Avantax Advisory Services
Texas
$331K -$5.54K -687 -2%
PAS
112
Park Avenue Securities
New York
$330K -$28.4K -3,523 -8%
LNWWM
113
Laird Norton Wetherby Wealth Management
California
$307K
JIR
114
James Investment Research
Ohio
$295K
KWA
115
Kingswood Wealth Advisors
California
$287K +$287K +35,519 New
WT
116
Whittier Trust
California
$281K -$7.97K -987 -3%
PM
117
Penbrook Management
New York
$271K
PWA
118
Prairie Wealth Advisors
Nebraska
$271K +$1.63K +200 +0.6%
PFGIA
119
Patriot Financial Group Insurance Agency
Massachusetts
$269K +$4.73K +586 +2%
RJT
120
Raymond James Trust
Florida
$258K -$90K -11,152 -26%
PTC
121
Private Trust Company
Ohio
$252K
SRC
122
Shufro Rose & Co
New York
$249K
WAS
123
Wealth Advisory Solutions
Indiana
$248K +$102K +12,701 +70%
SPIA
124
Steward Partners Investment Advisory
New York
$237K +$81.6K +10,113 +52%
AO
125
Advisor OS
Illinois
$235K +$993 +123 +0.4%