We are live on ! Find out more
JPC icon

Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
WS
76
Wedbush Securities
California
$603K -$32.7K -4,215 -5%
PS
77
Principal Securities
Iowa
$603K -$36.4K -4,694 -6%
P
78
&Partners
Tennessee
$592K +$569K +73,315 New
DAS
79
Diversify Advisory Services
Utah
$591K
SC
80
Stolper & Co
Oklahoma
$542K -$9.15K -1,179 -2%
SWM
81
Spire Wealth Management
Virginia
$524K +$145K +18,727 +41%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$515K +$214K +27,569 +76%
WS
83
Wela Strategies
Georgia
$476K -$260K -33,495 -36%
RW
84
RVW Wealth
California
$472K
MFWP
85
Mosaic Family Wealth Partners
Missouri
$472K
CWM
86
Centurion Wealth Management
Virginia
$470K +$452K +58,235 New
SFS
87
Shaker Financial Services
Virginia
$464K +$442K +57,000 New
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$463K -$8.11K -1,045 -2%
CA
89
Carson Advisory
Georgia
$449K +$141K +18,128 +48%
Goldman Sachs
90
Goldman Sachs
New York
$448K +$431K +55,500 New
WLPWM
91
Walled Lake Planning & Wealth Management
Illinois
$446K
SCA
92
Sage Capital Advisors
South Dakota
$442K +$19.2K +2,469 +5%
TC
93
TownSquare Capital
Utah
$434K +$574 +74 +0.1%
GP
94
Gridiron Partners
Pennsylvania
$427K
LOPW
95
Live Oak Private Wealth
North Carolina
$415K
HI
96
Harbour Investments
Wisconsin
$411K -$7.67K -988 -2%
IAIM
97
International Assets Investment Management
Florida
$392K +$396 +51 +0.1%
XT
98
XTX Topco
Cayman Islands
$389K +$283K +36,491 +311%
OC
99
Oppenheimer & Co
New York
$382K +$1.5K +193 +0.4%
AAS
100
Ameritas Advisory Services
Nebraska
$380K -$20.6K -2,658 -5%