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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Corient Private Wealth
101
Corient Private Wealth
Florida
$369K +$167K +23,553 +85%
AAS
102
Ameritas Advisory Services
Nebraska
$362K +$359K +50,568 New
MTIM
103
Marathon Trading Investment Management
Pennsylvania
$360K -$35.5K -5,000 -9%
IAIM
104
International Assets Investment Management
Florida
$353K +$305 +43 +0.1%
BC
105
Burney Company
Virginia
$352K -$90.8K -12,787 -21%
OWMIAS
106
One Wealth Management Investment & Advisory Services
Florida
$345K
OC
107
Oppenheimer & Co
New York
$339K -$143K -20,115 -30%
CWM
108
Centurion Wealth Management
Virginia
$334K +$153K +21,551 +86%
4WM
109
49 Wealth Management
Texas
$332K
ICMP
110
Integrated Capital Management (Pennsylvania)
Pennsylvania
$323K +$89.4K +12,594 +39%
Walleye Capital
111
Walleye Capital
New York
$322K +$317K +44,724 New
RJT
112
Raymond James Trust
Florida
$320K
OA
113
Operose Advisors
Wisconsin
$320K -$114K -16,041 -27%
SCA
114
Sage Capital Advisors
South Dakota
$320K +$5.11K +720 +2%
LA
115
LexAurum Advisors
Kansas
$318K -$194K -27,267 -38%
KPWS
116
Kestra Private Wealth Services
Texas
$317K +$179K +25,163 +133%
IAG
117
Investmark Advisory Group
Connecticut
$306K +$3.41K +480 +1%
TCA
118
Transcend Capital Advisors
New Jersey
$304K +$192K +27,000 +176%
XT
119
XTX Topco
Cayman Islands
$288K +$284K +39,998 New
CCG
120
Catalina Capital Group
California
$283K
IAMOG
121
Investors Asset Management of Georgia
Georgia
$280K -$14.2K -2,000 -5%
LNWWM
122
Laird Norton Wetherby Wealth Management
California
$280K +$164K +23,065 +146%
Mercer Global Advisors
123
Mercer Global Advisors
Colorado
$275K -$39.5K -5,569 -13%
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$273K -$11.8K -1,669 -4%
Millennium Management
125
Millennium Management
New York
$271K -$419K -59,099 -61%