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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

67 hedge funds and large institutions have $94.3M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
–
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$6.61M
2
RCM
2
Rivernorth Capital Management
Florida
$2.91M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.88M
4
Truist Financial
4
Truist Financial
North Carolina
$7.13M
5
AW
5
Atlas Wealth
Ohio
$8.03M

Top Sellers

1
KWA
1
Kingswood Wealth Advisors
California
$0
2
Invesco
2
Invesco
Georgia
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$3.98M
5
Wells Fargo
5
Wells Fargo
California
$3.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$612K +$612K +35,629 New
HWAM
27
Hennion & Walsh Asset Management
New Jersey
$599K +$4.09K +238 +0.7%
Ameriprise
28
Ameriprise
Minnesota
$594K -$5.79K -337 -1%
CAN
29
Cetera Advisor Networks
California
$533K -$3.01K -175 -0.6%
SPIA
30
Steward Partners Investment Advisory
New York
$525K -$11.4K -662 -2%
CC
31
Claybrook Capital
Massachusetts
$391K – – –
IWM
32
IHT Wealth Management
Illinois
$328K -$89.7K -5,223 -21%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$326K +$10.1K +588 +3%
WS
34
Wedbush Securities
California
$295K -$115K -6,690 -28%
AWA
35
Arete Wealth Advisors
Illinois
$266K – – –
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$260K -$618 -36 -0.2%
PWA
37
Physician Wealth Advisors
Utah
$257K – – –
CRC
38
Curi RMB Capital
Illinois
$235K +$15.2K +884 +7%
DWP
39
Daymark Wealth Partners
Ohio
$222K -$77.4K -4,509 -26%
CL
40
CSS LLC
Illinois
$209K +$1.15K +67 +0.6%
PAG
41
Private Advisor Group
New Jersey
$206K +$498 +29 +0.2%
GCP
42
Gill Capital Partners
Colorado
$201K – – –
RJFSA
43
Raymond James Financial Services Advisors
Florida
$197K +$14.6K +850 +8%
KPWS
44
Kestra Private Wealth Services
Texas
$195K +$195K +11,339 New
CWP
45
Concord Wealth Partners
Virginia
$158K +$2.66K +155 +2%
BCMLT
46
Beacon Capital Management LLC (Tennessee)
Tennessee
$135K – – –
Comerica Bank
47
Comerica Bank
Texas
$107K +$107K +6,240 New
SA
48
SRH Advisors
Kansas
$94.4K – – –
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$89.3K +$89.3K +5,203 New
CSPIA
50
Cary Street Partners Investment Advisory
Virginia
$81.6K – – –
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2
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