JPI icon

Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

65 hedge funds and large institutions have $77.3M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
22
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
Atlas Wealth
Ohio
$4.82M
2
CA
2
Cornerstone Advisory
Maryland
$10.8M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$6.9M
4
SIA
4
Sit Investment Associates
Minnesota
$2.9M
5
GC
5
Guggenheim Capital
Illinois
$856K

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$0
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$2.49M
4
CL
4
CSS LLC
Illinois
$231K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.2M
Name Market Value Shares Shares
Change 		Shares
Change %
HIA
51
Harbor Investment Advisory
Maryland
$44.1K 2,500 – –
CTC
52
Central Trust Company
Missouri
$37.3K 2,114 – –
HI
53
Harbour Investments
Wisconsin
$35.3K 2,000 – –
AAS
54
Ameritas Advisory Services
Nebraska
$25.7K 1,467 +1,467 New
US Bancorp
55
US Bancorp
Minnesota
$21.4K 1,215 +1,215 New
TH
56
TCTC Holdings
Texas
$14.1K 800 – –
FIA
57
FNY Investment Advisers
New York
$10K 600 +600 New
HNB
58
Huntington National Bank
Ohio
– – – –
BAM
59
Belpointe Asset Management
Nevada
$7.23K 410 – –
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$5.1K 289 +3 +1%
SS
61
Sunbelt Securities
Texas
$5.09K 300 +300 New
BFEC
62
Benjamin F. Edwards & Company
Missouri
$4K 200 +100 +100%
HFS
63
Hantz Financial Services
Michigan
$4K 205 +205 New
ASN
64
Advisory Services Network
Georgia
$3.19K 181 – –
TWA
65
TCI Wealth Advisors
Arizona
$3.02K 171 +171 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$423 23,995 +694 +3%
COLIM
67
City of London Investment Management
United Kingdom
– – -70,808 Closed
RCM
68
Rivernorth Capital Management
Florida
– – -26,726 Closed
KPWS
69
Kestra Private Wealth Services
Texas
– – -11,637 Closed
MCC
70
Money Concepts Capital
Florida
– – -7,513 Closed
EC
71
Elequin Capital
New York
– – -2,838 Closed
HNWAG
72
High Net Worth Advisory Group
Florida
– – -1,000 Closed
Citigroup
73
Citigroup
New York
– – -641 Closed
CFGS
74
Concourse Financial Group Securities
Alabama
– – – –
1 2
3