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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

51 hedge funds and large institutions have $47.5M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.68%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
11
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MOS
1
MGO One Seven
Ohio
$7.84M
2
Morgan Stanley
2
Morgan Stanley
New York
$5.26M
3
Truist Financial
3
Truist Financial
North Carolina
$4.53M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.67M
5
Bank of America
5
Bank of America
North Carolina
$2.85M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.87M
2
SFS
2
Shaker Financial Services
Virginia
$0
3
CA
3
Cornerstone Advisory
Maryland
$1.55M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$0
5
SIA
5
Sit Investment Associates
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MOS
1
MGO One Seven
Ohio
$7.84M 376,929 +376,929 New
Morgan Stanley
2
Morgan Stanley
New York
$5.26M 252,821 +114,708 +83%
Truist Financial
3
Truist Financial
North Carolina
$4.53M 217,961 +64,691 +42%
Wells Fargo
4
Wells Fargo
California
$3.03M 145,686 -174 -0.1%
Bank of America
5
Bank of America
North Carolina
$2.85M 137,013 +15,138 +12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.68M 129,067 -6,354 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.67M 128,390 +26,359 +26%
Raymond James Financial
8
Raymond James Financial
Florida
$2.08M 100,031 -2,034 -2%
LPL Financial
9
LPL Financial
California
$1.99M 95,622 -5,261 -5%
UBS Group
10
UBS Group
Switzerland
$1.87M 90,037 -69,552 -44%
CPIG
11
Chicago Partners Investment Group
Illinois
$1.67M 82,150 +1,007 +1%
CA
12
Cornerstone Advisory
Maryland
$1.55M 74,595 -29,547 -28%
Ameriprise
13
Ameriprise
Minnesota
$959K 46,108 +4,438 +11%
Stifel Financial
14
Stifel Financial
Missouri
$792K 38,100 -2,656 -7%
Osaic Holdings
15
Osaic Holdings
Arizona
$701K 35,745 -1,385 -4%
EAM
16
Everstar Asset Management
North Carolina
$700K 33,641 -3,000 -8%
EGA
17
E&G Advisors
Texas
$659K 31,677 -1,000 -3%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$617K 29,644 +679 +2%
Lido Advisors
19
Lido Advisors
California
$478K 22,795 – –
KWA
20
Kingswood Wealth Advisors
California
$461K 22,185 -285 -1%
PWA
21
Physician Wealth Advisors
Utah
$323K 15,539 – –
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$323K 15,520 -140 -0.9%
DWM
23
Diversify Wealth Management
Utah
$307K 14,961 +206 +1%
WS
24
Wedbush Securities
California
$306K 14,700 -300 -2%
IWM
25
IHT Wealth Management
Illinois
$264K 12,703 -101 -0.8%
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