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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
TCA
126
Transcend Capital Advisors
New Jersey
$234K -$126K -15,703 -35%
WT
127
Whittier Trust
California
$233K -$41.3K -5,129 -15%
AO
128
Advisor OS
Illinois
$230K +$1.29K +160 +0.5%
VCM
129
Vivaldi Capital Management
Illinois
$227K +$229K +28,477 New
HKAM
130
Horizon Kinetics Asset Management
New York
$224K
CIA
131
Concurrent Investment Advisors
Florida
$216K +$10K +1,248 +5%
DSC
132
Duncker Streett & Co
Missouri
$216K
Citadel Advisors
133
Citadel Advisors
Florida
$214K +$129K +16,061 +144%
CSC
134
Caldwell Sutter Capital
California
$213K
MML Investors Services
135
MML Investors Services
Massachusetts
$212K +$81.6K +10,139 +60%
JLBC
136
J.L. Bainbridge & Co
Florida
$211K +$22.3K +2,777 +12%
PAG
137
Private Advisory Group
Washington
$210K +$215K +26,690 New
PM
138
Penbrook Management
New York
$202K -$63.6K -7,911 -24%
UFA
139
Uptown Financial Advisors
Texas
$199K +$204K +25,300 New
FAG
140
Fortitude Advisory Group
Washington
$198K
HF
141
HRT Financial
New York
$196K +$201K +25,026 New
KeyBank National Association
142
KeyBank National Association
Ohio
$196K
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$193K +$6.16K +766 +3%
IWC
144
Integrated Wealth Concepts
Massachusetts
$193K +$83.7K +10,400 +74%
CCG
145
Catalina Capital Group
California
$192K
GJIA
146
Glass Jacobson Investment Advisors
Maryland
$188K +$84.6K +10,520 +78%
SCA
147
Snowden Capital Advisors
New York
$187K
WWM
148
Western Wealth Management
Colorado
$184K -$17.5K -2,174 -8%
BFG
149
Berger Financial Group
Minnesota
$182K -$2.81K -350 -1%
Creative Planning
150
Creative Planning
Kansas
$182K +$52.5K +6,525 +39%