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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

62 hedge funds and large institutions have $80.6M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 15 increasing their positions, 21 reducing their positions, and 7 closing their positions.

Holders
62
Holders Change
+3
Holders Change %
+5.08%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
15
Reduced
21
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$6.09M
2
Stifel Financial
2
Stifel Financial
Missouri
$5.44M
3
Morgan Stanley
3
Morgan Stanley
New York
$8.42M
4
COLIM
4
City of London Investment Management
United Kingdom
$724K
5
UBS Group
5
UBS Group
Switzerland
$3.61M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$4.85M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$4.48M
3
AWA
3
Arete Wealth Advisors
Illinois
$285K
4
Ameriprise
4
Ameriprise
Minnesota
$609K
5
GC
5
Guggenheim Capital
Illinois
$572K
Name Market Value Shares Shares
Change 		Shares
Change %
CTC
51
Central Trust Company
Missouri
$46K 2,114 +2,114 New
TFGT
52
TS Financial Group (TSFG)
Illinois
$35K 1,600 – –
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$35K 1,598 +3 +0.2%
AWM
54
Avior Wealth Management
Nebraska
$26K 1,200 – –
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$22K 1,000 -100 -9%
TH
56
TCTC Holdings
Texas
$18K 800 – –
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$17K 800 – –
HNWAG
58
High Net Worth Advisory Group
Florida
$15K 700 – –
Citigroup
59
Citigroup
New York
$14K 624 – –
HNB
60
Huntington National Bank
Ohio
– – – –
APA
61
American Portfolios Advisors
New York
$8.8K 400 – –
CIAS
62
CFS Investment Advisory Services
New Jersey
$1K 27,080 +27,080 New
WWM
63
Wagner Wealth Management
South Carolina
– – -15,066 Closed
Baird Financial Group
64
Baird Financial Group
Wisconsin
– – -11,754 Closed
BRWA
65
B. Riley Wealth Advisors
Florida
– – -8,161 Closed
SPC
66
Sigma Planning Corp
Michigan
– – -8,050 Closed
AWM
67
AE Wealth Management
Kansas
– – -8,030 Closed
CA
68
CoreCap Advisors
Michigan
– – -1,350 Closed
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
– – -2 Closed
CFGS
70
Concourse Financial Group Securities
Alabama
– – – –
Fidelity Investments
71
Fidelity Investments
Massachusetts
$0 1 – –
US Bancorp
72
US Bancorp
Minnesota
$0 13 – –
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