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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

62 hedge funds and large institutions have $90.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
19
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$9.19M
2
SPIA
2
Steward Partners Investment Advisory
New York
$622K
3
BRWA
3
B. Riley Wealth Advisors
Florida
$367K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$317K
5
GC
5
Guggenheim Capital
Illinois
$823K

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$0
2
CA
2
Cornerstone Advisory
Maryland
$11.8M
3
CAN
3
Cetera Advisor Networks
California
$0
4
Citigroup
4
Citigroup
New York
$125K
5
Wells Fargo
5
Wells Fargo
California
$4.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
26
Physician Wealth Advisors
Utah
$613K – – –
IWC
27
Integrated Wealth Concepts
Massachusetts
$527K -$37.2K -1,486 -7%
Bank of America
28
Bank of America
North Carolina
$518K -$404K -16,170 -44%
Osaic Holdings
29
Osaic Holdings
Arizona
$506K +$55K +2,200 +12%
IAIM
30
International Assets Investment Management
Florida
$459K +$231K +9,304 +101%
PAG
31
Private Advisor Group
New Jersey
$439K +$950 +38 +0.2%
TFS
32
TrustCore Financial Services
Tennessee
$430K – – –
Stifel Financial
33
Stifel Financial
Missouri
$390K +$146K +5,825 +60%
KPWS
34
Kestra Private Wealth Services
Texas
$382K -$24.2K -970 -6%
BRWA
35
B. Riley Wealth Advisors
Florida
$367K +$367K +14,636 New
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$317K +$317K +12,667 New
GCP
37
Gill Capital Partners
Colorado
$297K – – –
Goldman Sachs
38
Goldman Sachs
New York
$243K +$243K +9,722 New
RFM
39
Royal Fund Management
Florida
$237K -$5.17K -207 -2%
GLA
40
Good Life Advisors
Pennsylvania
$237K +$7.62K +300 +3%
MHS
41
M Holdings Securities
Oregon
$220K +$220K +8,798 New
SPC
42
Sigma Planning Corp
Michigan
$214K – – –
MAFM
43
Mid Atlantic Financial Management
Pennsylvania
$211K +$211K +8,450 New
AWM
44
AE Wealth Management
Kansas
$201K +$201K +8,025 New
Baird Financial Group
45
Baird Financial Group
Wisconsin
$200K -$669K -26,792 -77%
Lazard Asset Management
46
Lazard Asset Management
New York
$175K -$418K – –
SA
47
SRH Advisors
Kansas
$138K – – –
Citigroup
48
Citigroup
New York
$125K -$853K -34,202 -87%
VBCG
49
Valley Brook Capital Group
Pennsylvania
$105K – – –
GWM
50
Geneos Wealth Management
Colorado
$72K – – –
1
2
3