JPI icon

Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

59 hedge funds and large institutions have $96.6M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
19
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.51M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$3.39M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.84M
4
Truist Financial
4
Truist Financial
North Carolina
$5.14M
5
SIA
5
Sit Investment Associates
Minnesota
$11.2M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$4.7M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$0
3
SFS
3
Shaker Financial Services
Virginia
$0
4
HF
4
HRT Financial
New York
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$677K -$24.3K -940 -3%
PWA
27
Physician Wealth Advisors
Utah
$628K – – –
Osaic Holdings
28
Osaic Holdings
Arizona
$627K +$86.7K +3,344 +16%
Bank of America
29
Bank of America
North Carolina
$617K -$105K -4,053 -15%
PAG
30
Private Advisor Group
New Jersey
$578K +$3.24K +125 +0.6%
TFS
31
TrustCore Financial Services
Tennessee
$476K – – –
KPWS
32
Kestra Private Wealth Services
Texas
$397K +$621 +24 +0.2%
WWM
33
Wagner Wealth Management
South Carolina
$390K -$1.11K -43 -0.3%
GCP
34
Gill Capital Partners
Colorado
$307K – – –
Baird Financial Group
35
Baird Financial Group
Wisconsin
$304K -$33.6K -1,300 -10%
BOPW
36
Brandywine Oak Private Wealth
Pennsylvania
$274K +$274K +10,600 New
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$264K +$264K +10,208 New
NA
38
NewEdge Advisors
Louisiana
$234K +$234K +9,039 New
BRWA
39
B. Riley Wealth Advisors
Florida
$212K -$31.7K -1,219 -13%
CWP
40
Concord Wealth Partners
Virginia
$211K +$211K +8,150 New
SPC
41
Sigma Planning Corp
Michigan
$208K -$12.9K -500 -6%
AWM
42
AE Wealth Management
Kansas
$208K +$208K +8,030 New
Lazard Asset Management
43
Lazard Asset Management
New York
$181K -$173K – –
SA
44
SRH Advisors
Kansas
$142K – – –
GWM
45
Geneos Wealth Management
Colorado
$111K +$37.6K +1,458 +51%
TFGT
46
TS Financial Group (TSFG)
Illinois
$41K – – –
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$41K +$154 +6 +0.4%
CA
48
CoreCap Advisors
Michigan
$35K +$35K +1,350 New
NFG
49
Next Financial Group
Texas
$31K -$12.8K -490 -29%
AWM
50
Avior Wealth Management
Nebraska
$31K – – –
1
2
3