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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

62 hedge funds and large institutions have $90.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
19
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$9.19M
2
SPIA
2
Steward Partners Investment Advisory
New York
$622K
3
BRWA
3
B. Riley Wealth Advisors
Florida
$367K
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$317K
5
GC
5
Guggenheim Capital
Illinois
$823K

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$0
2
CA
2
Cornerstone Advisory
Maryland
$11.8M
3
CAN
3
Cetera Advisor Networks
California
$0
4
Citigroup
4
Citigroup
New York
$125K
5
Wells Fargo
5
Wells Fargo
California
$4.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$70K +$70K +2,796 New
FIA
52
FNY Investment Advisers
New York
$59K +$36.8K +1,487 +165%
NFG
53
Next Financial Group
Texas
$42K -$5K -200 -11%
TFGT
54
TS Financial Group (TSFG)
Illinois
$40K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$39K -$27.3K -1,106 -41%
EP
56
Eudaimonia Partners
Tennessee
$38K +$617 +25 +2%
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$28K – – –
TH
58
TCTC Holdings
Texas
$20K – – –
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$20K – – –
SIM
60
Sonora Investment Management
Arizona
$11K – – –
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
AWA
62
Arkadios Wealth Advisors
Georgia
$4K -$1.77K -83 -31%
PAIM
63
Punch & Associates Investment Management
Minnesota
– -$3.5M -142,142 Closed
CAN
64
Cetera Advisor Networks
California
– -$1.45M -59,070 Closed
CSPIA
65
Cary Street Partners Investment Advisory
Virginia
– -$607K -24,661 Closed
Millennium Management
66
Millennium Management
New York
– -$345K -14,000 Closed
SFS
67
Shaker Financial Services
Virginia
– -$203K -8,236 Closed
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
– -$47K -2,000 Closed
OIA
69
Optimum Investment Advisors
Illinois
– -$12K -500 Closed
ASN
70
Advisory Services Network
Georgia
– -$4K -181 Closed
SFS
71
Sowell Financial Services
Arkansas
– -$4K -180 Closed
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