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Nuveen Preferred & Income Opportunities Fund

284 hedge funds and large institutions have $586M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 89 increasing their positions, 89 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
284
Holders Change
-10
Holders Change %
-3.4%
% of All Funds
4.12%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
37
Increased
89
Reduced
89
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CRC
126
Curi RMB Capital
Illinois
$266K -$3.88K -540 -1%
JIR
127
James Investment Research
Ohio
$262K +$262K +36,500 New
AAS
128
Avantax Advisory Services
Texas
$257K -$9.66K -1,343 -4%
PWA
129
Prairie Wealth Advisors
Nebraska
$248K +$248K +34,227 New
CA
130
Carson Advisory
Georgia
$242K +$104K +14,400 +75%
PM
131
Penbrook Management
New York
$242K
PTC
132
Private Trust Company
Ohio
$224K
SRC
133
Shufro Rose & Co
New York
$222K +$96.2K +13,373 +76%
PCM
134
Parsons Capital Management
Rhode Island
$219K
AO
135
Advisor OS
Illinois
$208K
BPA
136
Beacon Pointe Advisors
California
$200K +$74.7K +10,396 +60%
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$198K -$50.3K -6,994 -20%
DSC
138
Duncker Streett & Co
Missouri
$197K
CIA
139
Concurrent Investment Advisors
Florida
$196K -$18.9K -2,635 -9%
Bank of New York Mellon
140
Bank of New York Mellon
New York
$196K +$196K +27,289 New
CSC
141
Caldwell Sutter Capital
California
$195K -$48.3K -6,720 -20%
IC
142
IEQ Capital
California
$191K +$66.3K +9,215 +53%
SCA
143
Snowden Capital Advisors
New York
$186K +$174 +24 +0.1%
BFG
144
Berger Financial Group
Minnesota
$180K -$28.8K -4,007 -14%
KeyBank National Association
145
KeyBank National Association
Ohio
$179K
PFS
146
Prospera Financial Services
Texas
$176K -$48.9K -6,802 -22%
FAG
147
Fortitude Advisory Group
Washington
$175K +$26.6K +3,699 +18%
DADC
148
D.A. Davidson & Co
Montana
$169K -$21.8K -3,033 -11%
JLBC
149
J.L. Bainbridge & Co
Florida
$168K +$168K +23,399 New
AFP
150
Ausdal Financial Partners
Iowa
$167K +$29 +4 +0%