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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

64 hedge funds and large institutions have $76.9M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
20
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$2.6M
2
Truist Financial
2
Truist Financial
North Carolina
$5.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.28M
4
CA
4
Cornerstone Advisory
Maryland
$9.38M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$6.63M

Top Sellers

1
IWM
1
IHT Wealth Management
Illinois
$609K
2
UBS Group
2
UBS Group
Switzerland
$3.71M
3
Invesco
3
Invesco
Georgia
$526K
4
Morgan Stanley
4
Morgan Stanley
New York
$6.42M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
26
Rivernorth Capital Management
Florida
$497K +$159K +8,581 +47%
WS
27
Wedbush Securities
California
$449K -$57.5K -3,092 -11%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$432K -$78.5K -4,232 -15%
Ameriprise
29
Ameriprise
Minnesota
$429K +$9.54K +514 +2%
HWAM
30
Hennion & Walsh Asset Management
New Jersey
$420K +$420K +22,619 New
CC
31
Claybrook Capital
Massachusetts
$391K +$43.6K +2,345 +13%
DWP
32
Daymark Wealth Partners
Ohio
$337K +$337K +18,157 New
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$324K +$93K +5,003 +40%
PWA
34
Physician Wealth Advisors
Utah
$308K – – –
TFS
35
TrustCore Financial Services
Tennessee
$308K – – –
NA
36
NewEdge Advisors
Louisiana
$295K +$88.6K +4,810 +43%
Bank of America
37
Bank of America
North Carolina
$287K -$37.9K -2,039 -12%
CRC
38
Curi RMB Capital
Illinois
$237K -$50K -2,690 -17%
Osaic Holdings
39
Osaic Holdings
Arizona
$229K -$262K -14,081 -53%
GCP
40
Gill Capital Partners
Colorado
$220K -$464 -25 -0.2%
KPWS
41
Kestra Private Wealth Services
Texas
$216K -$17.6K -946 -8%
PVM
42
Palogic Value Management
Texas
$214K +$214K +11,500 New
MHS
43
M Holdings Securities
Oregon
$187K +$819 +44 +0.4%
CWP
44
Concord Wealth Partners
Virginia
$163K +$163K +8,796 New
BCMLT
45
Beacon Capital Management LLC (Tennessee)
Tennessee
$149K – – –
MCC
46
Money Concepts Capital
Florida
$140K +$140K +7,513 New
SA
47
SRH Advisors
Kansas
$102K – – –
CSPIA
48
Cary Street Partners Investment Advisory
Virginia
$88.3K +$88.3K +4,755 New
HCM
49
Hollencrest Capital Management
California
$65.8K +$65.8K +3,540 New
EC
50
Elequin Capital
New York
$52.7K +$52.7K +2,838 New
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2
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