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Nuveen Preferred & Income Opportunities Fund

Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$13.1M +$1.04M +99,132 +9%
Morgan Stanley
2
Morgan Stanley
New York
$13.1M +$215K +20,457 +2%
Invesco
3
Invesco
Georgia
$12.7M +$1.51M +144,205 +14%
Wells Fargo
4
Wells Fargo
California
$11.9M -$1.91M -182,331 -14%
Cohen & Steers
5
Cohen & Steers
New York
$9.1M -$59.8K -5,703 -0.7%
JWM
6
Jacobus Wealth Management
Wisconsin
$6.99M +$203K +19,370 +3%
PAG
7
Private Advisor Group
New Jersey
$6.4M +$1.13M +107,750 +22%
AAMU
8
AEGON Asset Management (UK)
United Kingdom
$5.96M +$496K +47,260 +9%
PPA
9
Parametric Portfolio Associates
Washington
$5.91M +$1.04M +99,195 +22%
Bank of America
10
Bank of America
North Carolina
$5.36M -$73.9K -7,045 -1%
BCI
11
Brinker Capital Investments
Pennsylvania
$5.23M +$818K +78,008 +19%
FFA
12
First Foundation Advisors
California
$5.11M +$176K +16,729 +4%
Janus Henderson Group
13
Janus Henderson Group
$4.54M +$506K +48,192 +13%
UCFA
14
United Capital Financial Advisors
Texas
$3.79M +$220K +20,938 +6%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$3.36M
VIA
16
Vident Investment Advisory
Georgia
$3.18M +$277K +26,370 +10%
DHFB
17
Dixon Hubard Feinour & Brown
Virginia
$2.8M -$106K -10,100 -4%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.55M +$312K +29,711 +14%
LPL Financial
19
LPL Financial
California
$2.37M -$191K -18,203 -8%
EGA
20
E&G Advisors
Texas
$2.13M
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$2.06M +$205K +19,575 +11%
First Trust Advisors
22
First Trust Advisors
Illinois
$1.93M +$284K +27,094 +17%
GKWIM
23
Gerber Kawasaki Wealth & Investment Management
California
$1.86M +$211K +20,125 +13%
CAN
24
Cetera Advisor Networks
California
$1.72M -$29.1K -2,771 -2%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$1.51M +$272K +25,892 +22%