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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 %
Corient Private Wealth
176
Corient Private Wealth
Florida
$127K -$19.9K -2,472 -14%
CA
177
Clearstead Advisors
Ohio
$127K +$831 +103 +0.7%
HB
178
HTLF Bank
Colorado
$127K
SIA
179
Schechter Investment Advisors
Michigan
$126K
TAM
180
Titleist Asset Management
Texas
$125K -$8 -1 -0%
PWPS
181
Pinnacle Wealth Planning Services
Ohio
$125K -$51.6K -6,393 -29%
FAIM
182
Financial Advocates Investment Management
Washington
$122K +$218 +27 +0.2%
CPSAC
183
Chas P. Smith & Associates (CPS)
Florida
$121K
GCP
184
Gill Capital Partners
Colorado
$119K -$7.97K -988 -6%
MHFA
185
Mission Hills Financial Advisory
California
$117K +$117K +14,485 New
TWM
186
TCFG Wealth Management
California
$117K +$117K +14,525 New
BEI
187
Benjamin Edwards Inc
Missouri
$117K +$117K +14,456 New
EH
188
Equitable Holdings
New York
$116K +$10.8K +1,343 +10%
BFG
189
Beacon Financial Group
Texas
$116K +$2.94K +364 +3%
1WA
190
180 Wealth Advisors
Washington
$115K
MFA
191
Morling Financial Advisors
California
$115K +$115K +14,200 New
IWC
192
Integrated Wealth Concepts
Massachusetts
$114K
MIC
193
Meridian Investment Counsel
California
$112K -$48.4K -6,000 -30%
V
194
VeraBank
Texas
$110K
VBCG
195
Valley Brook Capital Group
Pennsylvania
$109K
GJIA
196
Glass Jacobson Investment Advisors
Maryland
$108K -$18.4K -2,274 -15%
TWM
197
Tradition Wealth Management
Minnesota
$108K
HCM
198
Hollencrest Capital Management
California
$108K -$1.59K -197 -1%
BCMLT
199
Beacon Capital Management LLC (Tennessee)
Tennessee
$107K +$89 +11 +0.1%
SFA
200
Sequoia Financial Advisors
Ohio
$105K +$105K +13,071 New