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Nuveen Preferred & Income Opportunities Fund

281 hedge funds and large institutions have $461M invested in Nuveen Preferred & Income Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 96 increasing their positions, 71 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
281
Holders Change
+3
Holders Change %
+1.08%
% of All Funds
3.77%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
96
Reduced
71
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
DSC
126
Duncker Streett & Co
Missouri
$220K
CSC
127
Caldwell Sutter Capital
California
$218K
JWCA
128
J.W. Cole Advisors
Florida
$217K +$46.4K +5,786 +27%
WT
129
Whittier Trust
California
$217K -$9.31K -1,161 -4%
SF
130
Summit Financial
New Jersey
$214K +$214K +26,404 New
MFG
131
Merit Financial Group
Georgia
$206K +$81.5K +10,156 +65%
FAG
132
Fortitude Advisory Group
Washington
$205K
Pathstone Holdings
133
Pathstone Holdings
New Jersey
$201K
PAS
134
Park Avenue Securities
New York
$200K -$10.5K -1,307 -5%
KeyBank National Association
135
KeyBank National Association
Ohio
$200K
CCG
136
Catalina Capital Group
California
$196K
BFG
137
Berger Financial Group
Minnesota
$190K +$3.43K +428 +2%
SCA
138
Snowden Capital Advisors
New York
$188K -$24.1K -2,972 -11%
IPWA
139
International Private Wealth Advisors
California
$185K +$4.33K +540 +2%
GJIA
140
Glass Jacobson Investment Advisors
Maryland
$180K -$11.7K -1,460 -6%
AWM
141
Apollon Wealth Management
South Carolina
$178K +$2.65K +330 +2%
BC
142
Burney Company
Virginia
$174K -$105K -13,144 -38%
WB
143
WesBanco Bank
West Virginia
$173K
CSIC
144
Clifford Swan Investment Counsel
California
$172K
RIA
145
Realta Investment Advisors
Delaware
$170K +$2.97K +370 +2%
AWS
146
Atria Wealth Solutions
New York
$170K -$513K -63,159 -75%
SCM
147
Sage Capital Management
New Jersey
$164K -$32.1K -4,000 -16%
DADC
148
D.A. Davidson & Co
Montana
$164K +$13.1K +1,634 +9%
TFGT
149
TS Financial Group (TSFG)
Illinois
$162K
WA
150
WealthTrust Axiom
Pennsylvania
$159K