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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
MGAM
1
McGowan Group Asset Management
Texas
$22.7M +$99.2K +10,730 +0.4%
Cohen & Steers
2
Cohen & Steers
New York
$15.3M +$913K +98,825 +6%
Wells Fargo
3
Wells Fargo
California
$13.7M +$2.15M +233,103 +19%
Morgan Stanley
4
Morgan Stanley
New York
$11.2M -$4.43M -479,589 -29%
PPA
5
Parametric Portfolio Associates
Washington
$10.9M +$2M +216,805 +23%
Invesco
6
Invesco
Georgia
$10.6M -$460K -49,759 -4%
AAMU
7
AEGON Asset Management (UK)
United Kingdom
$6.94M
UBS Group
8
UBS Group
Switzerland
$6.45M -$1.94M -209,750 -23%
FFA
9
First Foundation Advisors
California
$5.76M +$512K +55,434 +10%
LPL Financial
10
LPL Financial
California
$4.62M +$308K +33,347 +7%
JWM
11
Jacobus Wealth Management
Wisconsin
$3.48M +$1.34M +144,705 +64%
DBT
12
Dubuque Bank & Trust
Iowa
$2.87M +$84.5K +9,144 +3%
CIA
13
Capital Investment Advisors
Georgia
$2.51M -$138K -14,943 -5%
DHFB
14
Dixon Hubard Feinour & Brown
Virginia
$2.25M -$209K -22,650 -9%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.22M -$111K -12,052 -5%
Bank of America
16
Bank of America
North Carolina
$2.1M +$745K +80,624 +56%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$1.77M +$1.75M +189,390 New
UCFA
18
United Capital Financial Advisors
Texas
$1.53M +$5.18K +560 +0.3%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.45M -$7.71K -834 -0.5%
VIA
20
Vident Investment Advisory
Georgia
$1.43M +$723K +78,264 +105%
YMRC
21
Yorktown Management & Research Company
Virginia
$1.31M +$878K +95,000 +211%
OA
22
Oxbow Advisors
Texas
$1.25M -$55.5K -6,000 -4%
IAMOG
23
Investors Asset Management of Georgia
Georgia
$1.07M -$9.24K -1,000 -0.9%
SIA
24
SeaBridge Investment Advisors
New Jersey
$1.07M -$19.7K -2,130 -2%
GC
25
Guggenheim Capital
Illinois
$1M +$39K +4,216 +4%