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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 %
CFGS
201
Concourse Financial Group Securities
Alabama
$105K +$44.7K +5,492 +74%
TSS
202
Two Sigma Securities
New York
$105K +$11.8K +1,467 +13%
SSW
203
Smith Shellnut Wilson
Mississippi
$104K
GKWIM
204
Gerber Kawasaki Wealth & Investment Management
California
$104K +$104K +12,840 New
OAM
205
Occidental Asset Management
California
$101K -$7.16K -887 -7%
SPC
206
Sigma Planning Corp
Michigan
$100K +$5.17K +640 +5%
AWM
207
Apollon Wealth Management
South Carolina
$98.7K -$5.55K -688 -5%
CHJWM
208
Carlton Hofferkamp & Jenks Wealth Management
Texas
$96.1K
Northern Trust
209
Northern Trust
Illinois
$95.8K +$95.8K +11,867 New
PWM
210
Perigon Wealth Management
California
$95.6K -$3.89K -482 -4%
US Bancorp
211
US Bancorp
Minnesota
$94.4K +$36.9K +4,569 +64%
PFA
212
Pathway Financial Advisers
Indiana
$94.1K +$678 +84 +0.7%
SGCA
213
Steel Grove Capital Advisors
Tennessee
$93.9K +$93.9K +11,653 New
CIBC Private Wealth Group
214
CIBC Private Wealth Group
Georgia
$93.1K -$53.1K -6,577 -36%
LF
215
LifeSteps Financial
California
$93K
BFA
216
Beacon Financial Advisory
Ohio
$90.3K +$161 +20 +0.2%
Citadel Advisors
217
Citadel Advisors
Florida
$89.7K +$89.7K +11,119 New
CW
218
CreativeOne Wealth
Kansas
$89.7K +$89.7K +11,117 New
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$88K +$13.3K +1,643 +18%
BBW
220
Blue Barn Wealth
Utah
$87.5K
SFC
221
Strategic Financial Concepts
Texas
$87K -$658K -81,518 -88%
AIM
222
Anchor Investment Management
South Carolina
$85.6K +$347 +43 +0.4%
CAC
223
Certified Advisory Corp
Florida
$82.8K +$1.54K +191 +2%
CT
224
Coastline Trust
Rhode Island
$81.9K
FFWM
225
Future Financial Wealth Management
Ohio
$80.7K -$16.1K -2,000 -17%