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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

71 hedge funds and large institutions have $127M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
17
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
Atlas Wealth
Ohio
$12.1M
2
Jane Street
2
Jane Street
New York
$8.9M
3
AC
3
Almitas Capital
California
$9.76M
4
IA
4
Icon Advisers
Colorado
$1.7M
5
YCM
5
Yakira Capital Management
Connecticut
$1.09M

Top Sellers

1
SAG
1
SageView Advisory Group
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$3.95M
3
CA
3
Cornerstone Advisory
Maryland
$10.1M
4
Bank of America
4
Bank of America
North Carolina
$476K
5
SIA
5
Sit Investment Associates
Minnesota
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$760K -$187K -9,605 -20%
EGA
27
E&G Advisors
Texas
$744K -$44.7K -2,300 -6%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$718K -$172K -8,846 -19%
SA
29
Sanctuary Advisors
Indiana
$717K +$717K +38,087 New
WCMNY
30
Westchester Capital Management (New York)
New York
$693K – – –
HWAM
31
Hennion & Walsh Asset Management
New Jersey
$669K -$603 -31 -0.1%
KWA
32
Kingswood Wealth Advisors
California
$526K -$44.7K -2,300 -8%
Bank of America
33
Bank of America
North Carolina
$476K -$1.05M -53,879 -69%
SPIA
34
Steward Partners Investment Advisory
New York
$475K -$54.4K -2,798 -10%
Lido Advisors
35
Lido Advisors
California
$446K – – –
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$395K +$395K +20,288 New
NA
37
NewEdge Advisors
Louisiana
$382K +$46.2K +2,373 +14%
WAP
38
Wealthcare Advisory Partners
Pennsylvania
$351K -$30.4K -1,561 -8%
WS
39
Wedbush Securities
California
$336K +$32.2K +1,655 +11%
GC
40
Guggenheim Capital
Illinois
$320K -$190K -9,781 -37%
AWA
41
Arete Wealth Advisors
Illinois
$306K +$4.86K +250 +2%
PWA
42
Physician Wealth Advisors
Utah
$306K – – –
DWP
43
Daymark Wealth Partners
Ohio
$252K – – –
MHS
44
M Holdings Securities
Oregon
$205K +$205K +10,516 New
KPWS
45
Kestra Private Wealth Services
Texas
$202K -$20.1K -1,035 -9%
IWM
46
IHT Wealth Management
Illinois
$201K -$19.8K -1,020 -9%
CWP
47
Concord Wealth Partners
Virginia
$188K +$2.86K +147 +2%
BCMLT
48
Beacon Capital Management LLC (Tennessee)
Tennessee
$156K – – –
Comerica Bank
49
Comerica Bank
Texas
$132K – – –
IAIM
50
International Assets Investment Management
Florida
$72.7K +$72.7K +3,737 New
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2
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