JPI icon

Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

65 hedge funds and large institutions have $77.3M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
22
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
Atlas Wealth
Ohio
$4.82M
2
CA
2
Cornerstone Advisory
Maryland
$10.8M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$6.9M
4
SIA
4
Sit Investment Associates
Minnesota
$2.9M
5
GC
5
Guggenheim Capital
Illinois
$856K

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$0
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$2.49M
4
CL
4
CSS LLC
Illinois
$231K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CC
26
Claybrook Capital
Massachusetts
$402K 22,795 +1,745 +8%
WAP
27
Wealthcare Advisory Partners
Pennsylvania
$345K 19,544 +2,123 +12%
Invesco
28
Invesco
Georgia
$315K 17,840 -10,456 -37%
DWP
29
Daymark Wealth Partners
Ohio
$308K 17,457 -700 -4%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$277K 15,723 +15,723 New
AWA
31
Arete Wealth Advisors
Illinois
$273K 15,485 +15,485 New
PWA
32
Physician Wealth Advisors
Utah
$265K 15,539 – –
Osaic Holdings
33
Osaic Holdings
Arizona
$257K 14,587 +2,242 +18%
Bank of America
34
Bank of America
North Carolina
$237K 13,415 -2,008 -13%
CL
35
CSS LLC
Illinois
$231K 13,112 -22,008 -63%
CAPTRUST Financial Advisors
36
CAPTRUST Financial Advisors
North Carolina
$228K 12,913 +12,913 New
CRC
37
Curi RMB Capital
Illinois
$225K 12,775 – –
PAG
38
Private Advisor Group
New Jersey
$210K 11,917 -182 -2%
GCP
39
Gill Capital Partners
Colorado
$206K 11,685 -160 -1%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$184K 10,451 +9,651 +1,206%
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$182K 10,320 +10,320 New
MHS
42
M Holdings Securities
Oregon
$177K 10,068 +20 +0.2%
PVM
43
Palogic Value Management
Texas
$176K 10,000 -1,500 -13%
NA
44
NewEdge Advisors
Louisiana
$170K 10,388 -5,610 -35%
CWP
45
Concord Wealth Partners
Virginia
$157K 8,899 +103 +1%
BCMLT
46
Beacon Capital Management LLC (Tennessee)
Tennessee
$141K 8,025 – –
SA
47
SRH Advisors
Kansas
$97K 5,500 – –
CSPIA
48
Cary Street Partners Investment Advisory
Virginia
$83.8K 4,755 – –
HCM
49
Hollencrest Capital Management
California
$62.4K 3,540 – –
GWM
50
Geneos Wealth Management
Colorado
$47.8K 2,713 – –
1
2
3