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Nuveen Preferred & Income Opportunities Fund
JPC

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1
Bramshill Investments
Florida
$37.5M +$8.15M +842,492 +28%
SIA
2
Sit Investment Associates
Minnesota
$23M +$4.97M +513,936 +28%
Morgan Stanley
3
Morgan Stanley
New York
$15.7M +$55.9K +5,781 +0.4%
Invesco
4
Invesco
Georgia
$15.1M +$4.17M +431,270 +39%
PPA
5
Parametric Portfolio Associates
Washington
$12.4M +$1.68M +174,165 +16%
Cohen & Steers
6
Cohen & Steers
New York
$10.1M -$612K -63,256 -6%
Wells Fargo
7
Wells Fargo
California
$7.08M -$414K -42,768 -6%
RJA
8
Raymond James & Associates
Florida
$6.18M -$241K -24,927 -4%
PCM
9
Penserra Capital Management
California
$4.93M +$67.8K +7,008 +1%
GKWIM
10
Gerber Kawasaki Wealth & Investment Management
California
$4.78M +$4.74M +489,768 +309,980%
IWA
11
IBEX Wealth Advisors
New Jersey
$4.72M -$1.11M -115,202 -19%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.47M +$127K +13,178 +3%
PL
13
Protective Life
Alabama
$4.29M – – –
HIP
14
HUB Investment Partners
Texas
$3.94M -$301K -31,101 -7%
Bank of America
15
Bank of America
North Carolina
$3.69M -$31.6K -3,262 -0.9%
SFS
16
Shaker Financial Services
Virginia
$3.61M +$2.18M +225,845 +157%
BCI
17
Brinker Capital Investments
Pennsylvania
$3.33M -$23.6K -2,441 -0.7%
UBS Group
18
UBS Group
Switzerland
$3.12M +$43.7K +4,515 +1%
First Trust Advisors
19
First Trust Advisors
Illinois
$3.03M +$42.1K +4,355 +1%
MC
20
Moors & Cabot
Massachusetts
$2.58M -$2.67M -275,783 -51%
LPL Financial
21
LPL Financial
California
$2.47M -$47.6K -4,922 -2%
Ameriprise
22
Ameriprise
Minnesota
$2.19M +$171K +17,665 +9%
Truist Financial
23
Truist Financial
North Carolina
$2.17M +$1.08M +111,896 +102%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.16M +$1.05M +108,553 +96%
CC
25
Claybrook Capital
Massachusetts
$2.03M +$180K +18,585 +10%
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