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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

67 hedge funds and large institutions have $81.3M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
16
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Weiss Asset Management
Massachusetts
$2.2M
2
AW
2
Atlas Wealth
Ohio
$6.7M
3
Wells Fargo
3
Wells Fargo
California
$3.58M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.19M
5
AC
5
Almitas Capital
California
$865K

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.14M
2
RJA
2
Raymond James & Associates
Florida
$2.79M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$1.8M
4
UBS Group
4
UBS Group
Switzerland
$2.89M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$525K -$39.4K -2,344 -7%
CAN
27
Cetera Advisor Networks
California
$524K +$33.8K +2,015 +7%
KWA
28
Kingswood Wealth Advisors
California
$492K +$492K +29,320 New
IWM
29
IHT Wealth Management
Illinois
$409K -$14.6K -869 -3%
WS
30
Wedbush Securities
California
$401K +$1.51K +90 +0.4%
CC
31
Claybrook Capital
Massachusetts
$383K – – –
WAP
32
Wealthcare Advisory Partners
Pennsylvania
$308K -$19.7K -1,172 -6%
Bank of America
33
Bank of America
North Carolina
$300K +$74.9K +4,463 +33%
Invesco
34
Invesco
Georgia
$300K +$336 +20 +0.1%
DWP
35
Daymark Wealth Partners
Ohio
$293K – – –
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$281K – – –
PWA
37
Physician Wealth Advisors
Utah
$263K – – –
AWA
38
Arete Wealth Advisors
Illinois
$260K – – –
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$255K -$148K -8,813 -37%
Osaic Holdings
40
Osaic Holdings
Arizona
$240K -$5.42K -323 -2%
CRC
41
Curi RMB Capital
Illinois
$214K – – –
CL
42
CSS LLC
Illinois
$203K -$16.8K -1,000 -8%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$202K -$15.1K -900 -7%
PAG
44
Private Advisor Group
New Jersey
$201K +$504 +30 +0.3%
GCP
45
Gill Capital Partners
Colorado
$196K – – –
SC
46
Sykon Capital
New York
$185K +$185K +11,000 New
RJFSA
47
Raymond James Financial Services Advisors
Florida
$178K +$178K +10,629 New
NA
48
NewEdge Advisors
Louisiana
$174K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$171K +$171K +10,200 New
CWP
50
Concord Wealth Partners
Virginia
$152K +$2.75K +164 +2%
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2
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