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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
101
Transcend Capital Advisors
New Jersey
$343K +$25.9K +3,600 +9%
OA
102
Operose Advisors
Wisconsin
$332K
PAS
103
Park Avenue Securities
New York
$332K -$2.03M -281,932 -86%
IFG
104
Independent Financial Group
California
$332K +$51.1K +7,112 +19%
IAMOG
105
Investors Asset Management of Georgia
Georgia
$329K +$35.9K +5,000 +13%
IAG
106
Investmark Advisory Group
Connecticut
$328K +$9.69K +1,349 +3%
RJT
107
Raymond James Trust
Florida
$322K -$10.1K -1,410 -3%
AAS
108
Avantax Advisory Services
Texas
$311K +$43.1K +6,000 +17%
BC
109
Burney Company
Virginia
$304K -$58.7K -8,179 -17%
STA
110
Summit Trail Advisors
New York
$296K +$282K +39,289 New
CCG
111
Catalina Capital Group
California
$295K
LNWWM
112
Laird Norton Wetherby Wealth Management
California
$284K -$5.96K -829 -2%
Millennium Management
113
Millennium Management
New York
$282K
CA
114
Carson Advisory
Georgia
$280K +$27.3K +3,800 +11%
KPWS
115
Kestra Private Wealth Services
Texas
$280K -$47.7K -6,647 -15%
JIR
116
James Investment Research
Ohio
$273K
Mercer Global Advisors
117
Mercer Global Advisors
Colorado
$272K -$13.7K -1,902 -5%
WT
118
Whittier Trust
California
$267K -$400K -55,733 -61%
PM
119
Penbrook Management
New York
$251K
SRC
120
Shufro Rose & Co
New York
$249K +$18K +2,500 +8%
PWA
121
Prairie Wealth Advisors
Nebraska
$249K -$8.32K -1,159 -3%
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$248K -$687K -95,576 -74%
SG
123
StoneX Group
New York
$246K -$1.19K -166 -0.5%
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
$244K -$38K -5,286 -14%
PTC
125
Private Trust Company
Ohio
$233K