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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 %
HF
26
HRT Financial
New York
$261K 12,585 +12,585 New
DWP
27
Daymark Wealth Partners
Ohio
$237K 11,391 – –
CRC
28
Curi RMB Capital
Illinois
$233K 11,114 – –
SOS
29
Silver Oak Securities
Tennessee
$233K 11,196 +11,196 New
CWP
30
Concord Wealth Partners
Virginia
$221K 10,605 +260 +3%
CAMV
31
Concord Asset Management (Virginia)
Virginia
$221K 10,605 +10,605 New
SFA
32
Sequoia Financial Advisors
Ohio
$220K 10,566 +10,566 New
QCM
33
Quantinno Capital Management
New York
$204K 9,820 +9,820 New
WWM
34
Wagner Wealth Management
South Carolina
$202K 9,727 +9,727 New
Comerica Bank
35
Comerica Bank
Texas
$141K 6,790 – –
HI
36
Harbour Investments
Wisconsin
$79.7K 3,833 +1,514 +65%
GWM
37
Geneos Wealth Management
Colorado
$62.8K 3,017 -3,867 -56%
HIA
38
Harbor Investment Advisory
Maryland
$52K 2,500 – –
BCMLT
39
Beacon Capital Management LLC (Tennessee)
Tennessee
$49.5K 2,379 – –
OWA
40
Opal Wealth Advisors
New York
$41.6K 2,000 – –
AF
41
Allworth Financial
California
$33.7K 1,622 +22 +1%
PS
42
Principal Securities
Iowa
$26K 1,250 -180 -13%
TH
43
TCTC Holdings
Texas
$16.6K 800 – –
CA
44
CoreCap Advisors
Michigan
$14.6K 700 – –
AF
45
Advisornet Financial
Minnesota
$13.9K 666 – –
FIA
46
FNY Investment Advisers
New York
$12K 600 – –
AAS
47
Ameritas Advisory Services
Nebraska
$10.4K 500 +500 New
GRP
48
Global Retirement Partners
California
$6.93K 333 +333 New
SS
49
Sunbelt Securities
Texas
$6.82K 348 – –
UB
50
UMB Bank
Missouri
$4.16K 200 +200 New
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