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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

61 hedge funds and large institutions have $83.6M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
18
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.47M
2
EGA
2
E&G Advisors
Texas
$1.27M
3
Truist Financial
3
Truist Financial
North Carolina
$2.73M
4
SIA
4
Sit Investment Associates
Minnesota
$9.36M
5
UBS Group
5
UBS Group
Switzerland
$3.4M

Top Sellers

1
Invesco
1
Invesco
Georgia
$1.36M
2
IWM
2
IHT Wealth Management
Illinois
$1.02M
3
Cohen & Steers
3
Cohen & Steers
New York
$5.7M
4
RJA
4
Raymond James & Associates
Florida
$4.46M
5
HWAM
5
Hennion & Walsh Asset Management
New Jersey
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$664K +$1.61K +65 +0.2%
PWA
27
Physician Wealth Advisors
Utah
$622K – – –
PAG
28
Private Advisor Group
New Jersey
$551K +$3.13K +126 +0.6%
SFS
29
Shaker Financial Services
Virginia
$536K +$536K +21,610 New
Osaic Holdings
30
Osaic Holdings
Arizona
$518K +$5.07K +204 +1%
HF
31
HRT Financial
New York
$498K +$498K +20,100 New
Jane Street
32
Jane Street
New York
$473K +$473K +19,092 New
WAM
33
Wolverine Asset Management
Illinois
$463K +$463K +18,701 New
TFS
34
TrustCore Financial Services
Tennessee
$456K – – –
WWM
35
Wagner Wealth Management
South Carolina
$388K -$191K -7,441 -33%
KPWS
36
Kestra Private Wealth Services
Texas
$380K +$422 +17 +0.1%
Baird Financial Group
37
Baird Financial Group
Wisconsin
$324K +$324K +13,054 New
CAN
38
Cetera Advisor Networks
California
$313K +$50.8K +2,051 +19%
GCP
39
Gill Capital Partners
Colorado
$294K – – –
MAFM
40
Mid Atlantic Financial Management
Pennsylvania
$259K +$32.2K +1,301 +14%
BRWA
41
B. Riley Wealth Advisors
Florida
$233K -$35.8K -1,443 -13%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$220K – – –
SPC
43
Sigma Planning Corp
Michigan
$212K – – –
IAIM
44
International Assets Investment Management
Florida
$204K -$22.8K -918 -10%
Lazard Asset Management
45
Lazard Asset Management
New York
$173K -$178K – –
SA
46
SRH Advisors
Kansas
$136K – – –
GWM
47
Geneos Wealth Management
Colorado
$71K – – –
HI
48
Harbour Investments
Wisconsin
$70K +$25 +1 +0%
HA
49
Herold Advisors
New York
$56K +$56K +2,280 New
Citigroup
50
Citigroup
New York
$43K -$82.8K -3,305 -66%
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