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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

57 hedge funds and large institutions have $87.6M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
-5
Holders Change %
-8.06%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
24
Reduced
13
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$8.97M
2
SPIA
2
Steward Partners Investment Advisory
New York
$1.06M
3
RJA
3
Raymond James & Associates
Florida
$5.3M
4
Ameriprise
4
Ameriprise
Minnesota
$968K
5
Stifel Financial
5
Stifel Financial
Missouri
$681K

Top Sellers

1
EGA
1
E&G Advisors
Texas
$1.33M
2
TC
2
Telemus Capital
Michigan
$0
3
Cohen & Steers
3
Cohen & Steers
New York
$6.94M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$0
5
Truist Financial
5
Truist Financial
North Carolina
$1.68M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
26
Wagner Wealth Management
South Carolina
$575K -$72.2K -2,830 -11%
PAG
27
Private Advisor Group
New Jersey
$563K +$115K +4,518 +26%
Bank of America
28
Bank of America
North Carolina
$541K +$12.5K +490 +2%
Osaic Holdings
29
Osaic Holdings
Arizona
$527K +$10.3K +404 +2%
TFS
30
TrustCore Financial Services
Tennessee
$469K +$30.1K +1,180 +7%
KPWS
31
Kestra Private Wealth Services
Texas
$390K +$637 +25 +0.2%
GCP
32
Gill Capital Partners
Colorado
$303K – – –
BRWA
33
B. Riley Wealth Advisors
Florida
$276K -$97.2K -3,813 -26%
CAN
34
Cetera Advisor Networks
California
$270K +$270K +10,574 New
RFM
35
Royal Fund Management
Florida
$243K +$1.25K +49 +0.5%
IAIM
36
International Assets Investment Management
Florida
$233K -$238K -9,337 -51%
MAFM
37
Mid Atlantic Financial Management
Pennsylvania
$233K +$17.8K +700 +8%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$226K +$226K +8,900 New
SPC
39
Sigma Planning Corp
Michigan
$218K – – –
AWM
40
AE Wealth Management
Kansas
$205K – – –
Lazard Asset Management
41
Lazard Asset Management
New York
$178K -$175K – –
SA
42
SRH Advisors
Kansas
$140K – – –
Citigroup
43
Citigroup
New York
$128K +$178 +7 +0.1%
GWM
44
Geneos Wealth Management
Colorado
$72K – – –
HI
45
Harbour Investments
Wisconsin
$72K +$282 +11 +0.4%
NFG
46
Next Financial Group
Texas
$43K – – –
TFGT
47
TS Financial Group (TSFG)
Illinois
$41K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$41K +$103 +4 +0.3%
AWM
49
Avior Wealth Management
Nebraska
$30K +$30K +1,200 New
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$28K – – –
1
2
3