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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
$23.7M -$569K -57,562 -2%
Wells Fargo
2
Wells Fargo
California
$15.8M +$1.13M +114,194 +8%
Cohen & Steers
3
Cohen & Steers
New York
$12.5M -$3.79M -382,700 -23%
Invesco
4
Invesco
Georgia
$9.15M -$2.18M -220,075 -19%
Morgan Stanley
5
Morgan Stanley
New York
$8.1M -$3.85M -389,619 -33%
AAMU
6
AEGON Asset Management (UK)
United Kingdom
$7.87M +$436K +44,060 +6%
UBS Group
7
UBS Group
Switzerland
$7.15M +$250K +25,241 +4%
FFA
8
First Foundation Advisors
California
$6.11M -$61.1K -6,178 -1%
JWM
9
Jacobus Wealth Management
Wisconsin
$4.71M +$976K +98,694 +27%
Bank of America
10
Bank of America
North Carolina
$3.68M +$1.42M +143,344 +64%
LPL Financial
11
LPL Financial
California
$3.54M -$1.42M -143,725 -29%
CIA
12
Capital Investment Advisors
Georgia
$3.34M +$640K +64,712 +24%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.4M +$24.1K +2,441 +1%
DHFB
14
Dixon Hubard Feinour & Brown
Virginia
$2.26M
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$1.84M -$53.3K -5,390 -3%
UCFA
16
United Capital Financial Advisors
Texas
$1.44M -$193K -19,531 -12%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.42M -$130K -13,134 -8%
OA
18
Oxbow Advisors
Texas
$1.31M -$29.4K -2,976 -2%
Stifel Financial
19
Stifel Financial
Missouri
$1.18M +$160K +16,219 +16%
SIA
20
SeaBridge Investment Advisors
New Jersey
$1.17M +$26.1K +2,640 +2%
IAMOG
21
Investors Asset Management of Georgia
Georgia
$1.14M -$4.95K -500 -0.4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.07M +$193K +19,543 +22%
EGA
23
E&G Advisors
Texas
$1M
GC
24
Guggenheim Capital
Illinois
$950K -$122K -12,316 -11%
First Trust Advisors
25
First Trust Advisors
Illinois
$937K -$37.8K -3,820 -4%