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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

71 hedge funds and large institutions have $102M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
24
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.7M
2
AC
2
Almitas Capital
California
$4.99M
3
SIA
3
Sit Investment Associates
Minnesota
$8.62M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$8.31M
5
RCM
5
Rivernorth Capital Management
Florida
$4.17M

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$0
2
WAM
2
Weiss Asset Management
Massachusetts
$1.07M
3
CA
3
Cornerstone Advisory
Maryland
$10.9M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$569K
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCMNY
26
Westchester Capital Management (New York)
New York
$651K +$651K +35,640 New
HWAM
27
Hennion & Walsh Asset Management
New Jersey
$633K -$4.84K -265 -0.8%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$569K -$720K -39,406 -56%
CAN
29
Cetera Advisor Networks
California
$553K -$14.2K -775 -2%
KWA
30
Kingswood Wealth Advisors
California
$536K +$536K +29,320 New
SPIA
31
Steward Partners Investment Advisory
New York
$534K -$24.8K -1,358 -4%
LCM
32
Landscape Capital Management
New Jersey
$451K +$451K +24,679 New
Lido Advisors
33
Lido Advisors
California
$417K +$417K +22,795 New
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$380K +$33.6K +1,839 +10%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$334K +$334K +18,284 New
WS
36
Wedbush Securities
California
$304K -$10.5K -571 -3%
PWA
37
Physician Wealth Advisors
Utah
$288K – – –
AWA
38
Arete Wealth Advisors
Illinois
$283K – – –
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$272K +$272K +14,878 New
CRC
40
Curi RMB Capital
Illinois
$250K – – –
NA
41
NewEdge Advisors
Louisiana
$249K +$245K +13,221 +6,711%
DWP
42
Daymark Wealth Partners
Ohio
$237K – – –
PAG
43
Private Advisor Group
New Jersey
$220K +$713 +39 +0.3%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$216K +$121K +6,610 +127%
IWM
45
IHT Wealth Management
Illinois
$211K -$139K -7,585 -40%
GCP
46
Gill Capital Partners
Colorado
$209K -$4.57K -250 -2%
KPWS
47
Kestra Private Wealth Services
Texas
$208K +$1.17K +64 +0.6%
CWP
48
Concord Wealth Partners
Virginia
$172K +$3.86K +211 +2%
BCMLT
49
Beacon Capital Management LLC (Tennessee)
Tennessee
$137K -$326 -19 -0.2%
Comerica Bank
50
Comerica Bank
Texas
$124K +$10.1K +550 +9%
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