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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AFP
51
Ausdal Financial Partners
Iowa
$320K
Fiera Capital (Canada)
52
Fiera Capital (Canada)
Quebec, Canada
$293K +$44.3K +4,731 +18%
GKWIM
53
Gerber Kawasaki Wealth & Investment Management
California
$280K -$393K -42,000 -58%
QIM
54
Quest Investment Management
Oregon
$278K
SPIA
55
Steward Partners Investment Advisory
New York
$251K +$51.4K +5,497 +26%
Creative Planning
56
Creative Planning
Kansas
$242K +$63.2K +6,751 +35%
LPT
57
Legacy Private Trust
Wisconsin
$237K
Citigroup
58
Citigroup
New York
$226K +$103K +10,977 +82%
SWP
59
Stratos Wealth Partners
Ohio
$218K -$40.7K -4,350 -16%
WAM
60
Wolverine Asset Management
Illinois
$216K -$151K -16,116 -41%
SIA
61
Starfire Investment Advisers
Michigan
$216K +$218K +23,315 New
HK
62
Horizon Kinetics
New York
$212K -$75.4K -8,063 -26%
CL
63
Choreo LLC
Illinois
$212K +$2.26K +242 +1%
SWM
64
SeaCrest Wealth Management
New York
$192K -$10.4K -1,116 -5%
CAL
65
Capital Advisors Ltd
Ohio
$191K
TC
66
Telemus Capital
Michigan
$190K
TJHA
67
Thomas J. Herzfeld Advisors
Florida
$176K +$178K +18,975 New
Millennium Management
68
Millennium Management
New York
$163K -$57.8K -6,176 -26%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$162K +$23.9K +2,554 +17%
SFS
70
Shaker Financial Services
Virginia
$159K -$8.42K -900 -5%
OC
71
Oppenheimer & Co
New York
$157K +$1.38K +147 +0.9%
MA
72
Mutual Advisors
Nebraska
$156K +$158K +16,864 New
FHA
73
Flagship Harbor Advisors
Massachusetts
$152K
MFW
74
Mosaic Family Wealth
Missouri
$149K +$1.39K +148 +0.9%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$142K