JPC icon

Nuveen Preferred & Income Opportunities Fund

294 hedge funds and large institutions have $652M invested in Nuveen Preferred & Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 93 increasing their positions, 13 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+157
Holders Change %
+114.6%
% of All Funds
4.31%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
172
Increased
93
Reduced
13
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BPA
176
Beacon Pointe Advisors
California
$118K +$19.6K +2,902 +20%
IC
177
IEQ Capital
California
$117K +$117K +17,340 New
FAIM
178
Financial Advocates Investment Management
Washington
$115K +$115K +17,057 New
GJIA
179
Glass Jacobson Investment Advisors
Maryland
$113K +$103K +15,261 +1,017%
HKAM
180
Horizon Kinetics Asset Management
New York
$113K +$113K +16,714 New
BAM
181
Belpointe Asset Management
Nevada
$112K +$112K +16,546 New
SRC
182
Shufro Rose & Co
New York
$111K
MA
183
MKT Advisors
California
$110K +$110K +16,061 New
ACI
184
Alpha Cubed Investments
California
$107K +$107K +15,899 New
LNWWM
185
Laird Norton Wetherby Wealth Management
California
$107K +$107K +15,837 New
GCP
186
Gill Capital Partners
Colorado
$106K +$106K +15,735 New
TWP
187
Tyche Wealth Partners
Texas
$106K +$106K +15,726 New
HB
188
HTLF Bank
Colorado
$106K +$106K +15,683 New
TCA
189
Transcend Capital Advisors
New Jersey
$104K +$104K +15,335 New
NL
190
NWAM LLC
Washington
$103K +$103K +15,175 New
CC
191
Constitution Capital
Connecticut
$102K +$102K +15,113 New
GKWIM
192
Gerber Kawasaki Wealth & Investment Management
California
$101K -$102K -15,095 -50%
1WA
193
180 Wealth Advisors
Washington
$99.1K +$99.1K +14,502 New
MSAM
194
Moloney Securities Asset Management
Missouri
$98.9K +$98.9K +14,635 New
IWC
195
Integrated Wealth Concepts
Massachusetts
$96.2K +$96.2K +14,238 New
FM
196
Family Management
New York
$95.7K +$95.7K +14,156 New
ASN
197
Advisory Services Network
Georgia
$95.5K +$95.5K +14,125 New
Creative Planning
198
Creative Planning
Kansas
$93K -$596K -88,118 -86%
V
199
VeraBank
Texas
$92.3K +$92.3K +13,658 New
VF
200
Virtu Financial
New York
$92K +$92K +13,563 New