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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
101
Mercer Global Advisors
Colorado
$448K +$197K +24,386 +70%
IAIM
102
International Assets Investment Management
Florida
$444K +$501 +62 +0.1%
WE
103
Wealth Effects
Massachusetts
$423K +$453K +56,090 New
WLPWM
104
Walled Lake Planning & Wealth Management
Illinois
$417K
MML Investors Services
105
MML Investors Services
Massachusetts
$403K -$19.2K -2,379 -4%
SAI
106
Savvy Advisors Inc
New York
$401K +$80.7K +9,979 +23%
OWCM
107
One Wealth Capital Management
Arizona
$389K
OFA
108
Onyx Financial Advisors
Idaho
$378K
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$377K -$17.8K -2,200 -4%
BRWA
110
B. Riley Wealth Advisors
Florida
$376K -$8.41K -1,041 -2%
CSA
111
Cottage Street Advisors
Massachusetts
$375K +$137 +17 +0%
CIA
112
Concurrent Investment Advisors
Florida
$375K -$121 -15 -0%
IAG
113
Investmark Advisory Group
Connecticut
$362K +$20.5K +2,537 +6%
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$358K +$110K +13,600 +40%
NAS
115
NWF Advisory Services
California
$352K -$2.04K -253 -0.5%
IWM
116
IHT Wealth Management
Illinois
$346K +$111K +13,698 +43%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$337K +$30.4K +3,756 +9%
OA
118
Operose Advisors
Wisconsin
$335K
SCA
119
Sage Capital Advisors
South Dakota
$331K +$13.8K +1,706 +4%
GP
120
Gridiron Partners
Pennsylvania
$327K -$77.7K -9,613 -18%
AAS
121
Ameritas Advisory Services
Nebraska
$318K
CA
122
Carson Advisory
Georgia
$313K -$28.3K -3,500 -8%
EH
123
Equitable Holdings
New York
$307K +$74.1K +9,162 +32%
FMC
124
First Merchants Corp
Indiana
$296K -$99.9K -12,360 -24%
SOS
125
Silver Oak Securities
Tennessee
$294K -$2.57K -318 -0.8%