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Nuveen Preferred & Income Opportunities Fund
JPC

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.4M +$1.31M +132,560 +11%
Wells Fargo
2
Wells Fargo
California
$10.9M -$372K -37,627 -3%
Invesco
3
Invesco
Georgia
$9.1M -$533K -54,015 -6%
Cohen & Steers
4
Cohen & Steers
New York
$6.61M -$75.2K -7,614 -1%
PPA
5
Parametric Portfolio Associates
Washington
$6.1M +$383K +38,824 +7%
AAMU
6
AEGON Asset Management (UK)
United Kingdom
$5.88M +$230K +23,250 +4%
CRC
7
Curi RMB Capital
Illinois
$5.76M -$461K -46,700 -8%
Janus Henderson Group
8
Janus Henderson Group
$5.42M +$945K +95,752 +21%
FFA
9
First Foundation Advisors
California
$4.77M -$146K -14,816 -3%
Bank of America
10
Bank of America
North Carolina
$4.63M -$1.14M -115,022 -20%
BCI
11
Brinker Capital Investments
Pennsylvania
$4.51M +$95.4K +9,660 +2%
UCFA
12
United Capital Financial Advisors
Texas
$4.16M +$287K +29,060 +8%
LPL Financial
13
LPL Financial
California
$4.16M +$1.71M +172,882 +71%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.85M +$1.76M +178,667 +87%
UBS Group
15
UBS Group
Switzerland
$2.94M -$8.23M -833,876 -74%
DHFB
16
Dixon Hubard Feinour & Brown
Virginia
$2.67M +$9.87K +1,000 +0.4%
PAG
17
Private Advisor Group
New Jersey
$2.58M -$662K -67,018 -21%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.51M +$165K +16,753 +7%
First Trust Advisors
19
First Trust Advisors
Illinois
$1.96M +$50.9K +5,150 +3%
EGA
20
E&G Advisors
Texas
$1.94M – – –
Ameriprise
21
Ameriprise
Minnesota
$1.78M +$250K +25,310 +17%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$1.56M +$118K +11,951 +8%
GKWIM
23
Gerber Kawasaki Wealth & Investment Management
California
$1.44M -$570K -57,721 -29%
CIA
24
Capital Investment Advisors
Georgia
$1.28M -$23.5K -2,384 -2%
IWA
25
IBEX Wealth Advisors
New Jersey
$991K +$980K +99,212 New
1
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