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Nuveen Preferred & Income Opportunities Fund
JPC

Overview Fund Activity

278 hedge funds and large institutions have $483M invested in Nuveen Preferred & Income Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 79 increasing their positions, 71 reducing their positions, and 39 closing their positions.

Holders
278
Holders Change
-16
Holders Change %
-5.44%
% of All Funds
3.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
33
Increased
79
Reduced
71
Closed
39
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$32.6M
2
GWM
2
Geneos Wealth Management
Colorado
$3.27M
3
PA
3
PFG Advisors
Arizona
$1.79M
4
Wells Fargo
4
Wells Fargo
California
$28.4M
5
Cerity Partners
5
Cerity Partners
New York
$6.23M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$18.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$54M
3
SIA
3
Sit Investment Associates
Minnesota
$32.7M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$132K
5
Cohen & Steers
5
Cohen & Steers
New York
$6.25M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54M 6,780,783 -875,695 -11%
UBS Group
2
UBS Group
Switzerland
$35.2M 4,420,477 +207,372 +5%
SIA
3
Sit Investment Associates
Minnesota
$32.7M 4,105,995 -641,964 -14%
Bank of America
4
Bank of America
North Carolina
$32.6M 4,097,250 +300,828 +8%
Wells Fargo
5
Wells Fargo
California
$28.4M 3,562,951 +217,498 +7%
Raymond James Financial
6
Raymond James Financial
Florida
$26.6M 3,339,902 +47,464 +1%
Invesco
7
Invesco
Georgia
$23.3M 2,929,951 +15,812 +0.5%
LPL Financial
8
LPL Financial
California
$18.9M 2,378,176 -1,042,905 -30%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$18.2M 2,284,391 +19,264 +0.9%
GC
10
Guggenheim Capital
Illinois
$11.6M 1,451,123 +164,408 +13%
AAM
11
Advisors Asset Management
Colorado
$8.42M 1,057,956 -3,923 -0.4%
CAPTRUST Financial Advisors
12
CAPTRUST Financial Advisors
North Carolina
$7.99M 1,003,234 +99,252 +11%
GIP
13
Greatmark Investment Partners
Georgia
$7.95M 998,565 +4,555 +0.5%
Osaic Holdings
14
Osaic Holdings
Arizona
$7.68M 965,396 +153,259 +19%
Cohen & Steers
15
Cohen & Steers
New York
$6.25M 785,251 -210,490 -21%
Cerity Partners
16
Cerity Partners
New York
$6.23M 782,487 +210,802 +37%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.95M 746,918 -30,231 -4%
HWAM
18
Hennion & Walsh Asset Management
New Jersey
$5.87M 737,390 -52,292 -7%
PCM
19
Penserra Capital Management
California
$5.36M 673,102 +7,287 +1%
Stifel Financial
20
Stifel Financial
Missouri
$5.01M 629,798 +41,581 +7%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$4.31M 541,845 -103,273 -16%
MC
22
Moors & Cabot
Massachusetts
$4.23M 531,623 -27,718 -5%
Ameriprise
23
Ameriprise
Minnesota
$4.04M 507,885 -16,038 -3%
SWP
24
Stratos Wealth Partners
Ohio
$4.01M 503,478 -18,519 -4%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$3.83M 481,711 +35,474 +8%
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