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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

58 hedge funds and large institutions have $66.5M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$5.26M
2
SIA
2
Sit Investment Associates
Minnesota
$299K
3
GC
3
Guggenheim Capital
Illinois
$294K
4
Morgan Stanley
4
Morgan Stanley
New York
$6.74M
5
AWA
5
Arete Wealth Advisors
Illinois
$255K

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$1.15M
2
Wells Fargo
2
Wells Fargo
California
$2.97M
3
RCM
3
Rivernorth Capital Management
Florida
$334K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.91M
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
26
Claybrook Capital
Massachusetts
$345K – – –
RCM
27
Rivernorth Capital Management
Florida
$334K -$387K -21,002 -54%
Bank of America
28
Bank of America
North Carolina
$321K -$754 -41 -0.2%
TFS
29
TrustCore Financial Services
Tennessee
$305K -$33.6K -1,825 -10%
SIA
30
Sit Investment Associates
Minnesota
$299K +$299K +16,240 New
GC
31
Guggenheim Capital
Illinois
$294K +$294K +15,988 New
PWA
32
Physician Wealth Advisors
Utah
$289K – – –
CRC
33
Curi RMB Capital
Illinois
$285K -$54.9K -2,979 -16%
AWA
34
Arete Wealth Advisors
Illinois
$255K +$255K +13,842 New
PAG
35
Private Advisor Group
New Jersey
$232K -$13.8K -750 -6%
KPWS
36
Kestra Private Wealth Services
Texas
$232K +$19.2K +1,044 +9%
WAP
37
Wealthcare Advisory Partners
Pennsylvania
$229K +$10.7K +580 +5%
GCP
38
Gill Capital Partners
Colorado
$219K – – –
NA
39
NewEdge Advisors
Louisiana
$207K +$5.55K +300 +3%
MHS
40
M Holdings Securities
Oregon
$184K +$184K +10,004 New
WWM
41
Wagner Wealth Management
South Carolina
$160K +$115K +6,206 +252%
BCMLT
42
Beacon Capital Management LLC (Tennessee)
Tennessee
$154K – – –
SA
43
SRH Advisors
Kansas
$101K – – –
GWM
44
Geneos Wealth Management
Colorado
$49K -$25.5K -1,411 -34%
HIA
45
Harbor Investment Advisory
Maryland
$46K – – –
CTC
46
Central Trust Company
Missouri
$39K – – –
SWM
47
Selective Wealth Management
Virginia
$26K +$26K +1,412 New
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$22K +$91 +5 +0.4%
HI
49
Harbour Investments
Wisconsin
$19K – – –
TH
50
TCTC Holdings
Texas
$15K – – –
1
2
3