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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
AO
126
Advisor OS
Illinois
$234K +$519 +65 +0.2%
PTC
127
Private Trust Company
Ohio
$233K -$15K -1,882 -6%
VCM
128
Vivaldi Capital Management
Illinois
$227K
HKAM
129
Horizon Kinetics Asset Management
New York
$225K -$2.3K -288 -1%
WT
130
Whittier Trust
California
$224K -$11.6K -1,454 -5%
DSC
131
Duncker Streett & Co
Missouri
$218K
CSC
132
Caldwell Sutter Capital
California
$216K
SCA
133
Snowden Capital Advisors
New York
$210K +$19.5K +2,447 +10%
PAS
134
Park Avenue Securities
New York
$209K -$55K -6,897 -21%
PM
135
Penbrook Management
New York
$205K
Pathstone Holdings
136
Pathstone Holdings
New Jersey
$199K -$72K -9,020 -27%
KeyBank National Association
137
KeyBank National Association
Ohio
$198K
SCM
138
Sage Capital Management
New Jersey
$195K +$27.9K +3,500 +17%
US Bancorp
139
US Bancorp
Minnesota
$195K +$89.1K +11,164 +84%
CCG
140
Catalina Capital Group
California
$195K
GJIA
141
Glass Jacobson Investment Advisors
Maryland
$188K
FAG
142
Fortitude Advisory Group
Washington
$187K +$2.72K +341 +1%
BFG
143
Berger Financial Group
Minnesota
$185K +$926 +116 +0.5%
IPWA
144
International Private Wealth Advisors
California
$180K +$2.76K +346 +2%
AWM
145
Apollon Wealth Management
South Carolina
$174K -$279 -35 -0.2%
WB
146
WesBanco Bank
West Virginia
$171K
CSIC
147
Clifford Swan Investment Counsel
California
$171K
JWCA
148
J.W. Cole Advisors
Florida
$170K +$170K +21,320 New
RIA
149
Realta Investment Advisors
Delaware
$166K +$1.9K +238 +1%
Corient Private Wealth
150
Corient Private Wealth
Florida
$165K +$25.1K +3,149 +18%