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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

294 hedge funds and large institutions have $495M invested in Nuveen Preferred & Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 88 increasing their positions, 73 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
294
Holders Change
+10
Holders Change %
+3.52%
% of All Funds
3.91%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
54
Increased
88
Reduced
73
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$29.8M
2
IWA
2
IBEX Wealth Advisors
New Jersey
$2.57M
3
PCM
3
Prelude Capital Management
New York
$2.36M
4
GC
4
Guggenheim Capital
Illinois
$10.1M
5
FC
5
FCA Corp
Texas
$3.43M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$60.2M
2
CIA
2
Capital Investment Advisors
Georgia
$2.88M
3
TJHA
3
Thomas J. Herzfeld Advisors
Florida
$0
4
SIA
4
Sit Investment Associates
Minnesota
$37.3M
5
Cohen & Steers
5
Cohen & Steers
New York
$7.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
VBCG
201
Valley Brook Capital Group
Pennsylvania
$106K – – –
NCM
202
Noesis Capital Mangement
Florida
$106K -$29.9K -3,800 -22%
TWM
203
Tradition Wealth Management
Minnesota
$105K – – –
HCM
204
Hollencrest Capital Management
California
$105K – – –
US Bancorp
205
US Bancorp
Minnesota
$105K +$12.8K +1,631 +14%
BFA
206
Beacon Financial Advisory
Ohio
$104K +$15.8K +2,007 +18%
AWM
207
AE Wealth Management
Kansas
$103K +$103K +13,072 New
1WA
208
180 Wealth Advisors
Washington
$103K -$8.94K -1,137 -8%
SSW
209
Smith Shellnut Wilson
Mississippi
$101K – – –
SRC
210
Shufro Rose & Co
New York
$101K -$161K -20,532 -62%
SIC
211
SFE Investment Counsel
California
$101K +$101K +12,816 New
SPC
212
Sigma Planning Corp
Michigan
$98.5K +$802 +102 +0.8%
FA
213
Freestate Advisors
Kansas
$98.2K +$98.2K +12,494 New
TAM
214
Titleist Asset Management
Texas
$98.2K -$23.6K -3,000 -19%
MOS
215
MGO One Seven
Ohio
$98K -$27.5K -3,504 -22%
MCM
216
MAI Capital Management
Ohio
$97.9K +$97.9K +12,458 New
PWM
217
Perigon Wealth Management
California
$97.3K +$3.64K +460 +4%
CHJWM
218
Carlton Hofferkamp & Jenks Wealth Management
Texas
$96.5K – – –
CT
219
Coastline Trust
Rhode Island
$95.4K +$15.7K +2,000 +20%
PI
220
PFG Investments
New York
$95.3K +$95.3K +12,130 New
ACA
221
Aptus Capital Advisors
Alabama
$93.9K -$38.9K -4,944 -29%
SLC
222
Second Line Capital
Louisiana
$93.9K -$38.9K -4,944 -29%
BPA
223
Beacon Pointe Advisors
California
$93.2K +$93.2K +11,859 New
KA
224
Kovack Advisors
Florida
$93.1K -$31.2K -3,966 -25%
PFA
225
Pathway Financial Advisers
Indiana
$92.5K +$888 +113 +1%
7 8
9
10 11