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Nuveen Preferred & Income Opportunities Fund

294 hedge funds and large institutions have $495M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 88 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+10
Holders Change %
+3.52%
% of All Funds
3.92%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
54
Increased
88
Reduced
73
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
OWCM
101
One Wealth Capital Management
Arizona
$377K +$377K +47,965 New
CA
102
Carson Advisory
Georgia
$373K -$64.5K -8,205 -15%
SPIA
103
Steward Partners Investment Advisory
New York
$371K +$140K +17,845 +61%
IAMOG
104
Investors Asset Management of Georgia
Georgia
$356K
IAG
105
Investmark Advisory Group
Connecticut
$350K -$456 -58 -0.1%
NFC
106
Northstar Financial Companies
Pennsylvania
$350K +$350K +44,483 New
OA
107
Operose Advisors
Wisconsin
$349K
CL
108
Choreo LLC
Illinois
$341K -$606K -76,741 -64%
PFS
109
Prospera Financial Services
Texas
$332K -$21.3K -2,713 -6%
HIP
110
HUB Investment Partners
Texas
$322K -$10.1K -1,282 -3%
OC
111
Oppenheimer & Co
New York
$319K -$53.7K -6,832 -14%
Rockefeller Capital Management
112
Rockefeller Capital Management
New York
$316K +$97.1K +12,359 +44%
IA
113
IFG Advisory
Georgia
$315K +$315K +40,081 New
LNWWM
114
Laird Norton Wetherby Wealth Management
California
$299K
PMWMG
115
Parr McKnight Wealth Management Group
Minnesota
$297K +$297K +37,846 New
JIR
116
James Investment Research
Ohio
$287K
SG
117
StoneX Group
New York
$275K +$275K +34,999 New
BC
118
Burney Company
Virginia
$274K -$50.5K -6,421 -16%
Mercer Global Advisors
119
Mercer Global Advisors
Colorado
$267K -$235K -29,890 -47%
PWA
120
Prairie Wealth Advisors
Nebraska
$265K +$3.93K +500 +2%
Pathstone Holdings
121
Pathstone Holdings
New Jersey
$263K +$67.6K +8,760 +35%
PFGIA
122
Patriot Financial Group Insurance Agency
Massachusetts
$262K +$86 +11 +0%
PAS
123
Park Avenue Securities
New York
$260K -$61.3K -7,807 -19%
PTC
124
Private Trust Company
Ohio
$245K
TCA
125
Transcend Capital Advisors
New Jersey
$234K -$123K -15,703 -35%