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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

49 hedge funds and large institutions have $42M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
15
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Smith Asset Management
Florida
$4.91M
2
Raymond James Financial
2
Raymond James Financial
Florida
$2.09M
3
KWA
3
Kingswood Wealth Advisors
California
$942K
4
Bank of America
4
Bank of America
North Carolina
$1.03M
5
DWM
5
Diversify Wealth Management
Utah
$319K

Top Sellers

1
CA
1
Cornerstone Advisory
Maryland
$3.97M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.61M
4
MHS
4
M Holdings Securities
Oregon
$0
5
Truist Financial
5
Truist Financial
North Carolina
$3.2M
Name Market Value Shares Shares
Change 		Shares
Change %
WS
26
Wedbush Securities
California
$304K 15,509 -724 -4%
SFS
27
Shaker Financial Services
Virginia
$292K 14,873 +14,873 New
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$288K 14,714 +14,714 New
IWM
29
IHT Wealth Management
Illinois
$268K 13,694 +3,378 +33%
DWP
30
Daymark Wealth Partners
Ohio
$223K 11,391 – –
SFA
31
Sequoia Financial Advisors
Ohio
$208K 10,628 +10,628 New
KPWS
32
Kestra Private Wealth Services
Texas
$201K 10,230 -195 -2%
CWP
33
Concord Wealth Partners
Virginia
$199K 10,142 +323 +3%
RMP
34
Richards, Merrill & Peterson
Washington
$140K 7,140 +7,140 New
Comerica Bank
35
Comerica Bank
Texas
$133K 6,790 – –
GWM
36
Geneos Wealth Management
Colorado
$53.2K 2,713 – –
HIA
37
Harbor Investment Advisory
Maryland
$49K 2,500 – –
EC
38
Elequin Capital
New York
$48.1K 2,454 +2,454 New
BCMLT
39
Beacon Capital Management LLC (Tennessee)
Tennessee
$46.6K 2,379 – –
HI
40
Harbour Investments
Wisconsin
$45.3K 2,309 +267 +13%
AF
41
Allworth Financial
California
$31.5K 1,568 +340 +28%
PS
42
Principal Securities
Iowa
$28K 1,430 – –
AF
43
Advisornet Financial
Minnesota
$19.6K 999 – –
TH
44
TCTC Holdings
Texas
$15.7K 800 – –
CA
45
CoreCap Advisors
Michigan
$13.7K 700 – –
TAM
46
Tucker Asset Management
Colorado
$9.8K 500 – –
SS
47
Sunbelt Securities
Texas
$6.79K 348 +48 +16%
SIC
48
Salem Investment Counselors
North Carolina
$2.94K 150 – –
WA
49
WPG Advisers
Maryland
$666 34 +34 New
HNB
50
Huntington National Bank
Ohio
– – – –
1
2
3