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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

67 hedge funds and large institutions have $81.3M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
16
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Weiss Asset Management
Massachusetts
$2.2M
2
AW
2
Atlas Wealth
Ohio
$6.7M
3
Wells Fargo
3
Wells Fargo
California
$3.58M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.19M
5
AC
5
Almitas Capital
California
$865K

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.14M
2
RJA
2
Raymond James & Associates
Florida
$2.79M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$1.8M
4
UBS Group
4
UBS Group
Switzerland
$2.89M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCMLT
51
Beacon Capital Management LLC (Tennessee)
Tennessee
$135K – – –
SA
52
SRH Advisors
Kansas
$97K – – –
CSPIA
53
Cary Street Partners Investment Advisory
Virginia
$79.8K – – –
HCM
54
Hollencrest Capital Management
California
$59.4K – – –
GWM
55
Geneos Wealth Management
Colorado
$45.6K – – –
HIA
56
Harbor Investment Advisory
Maryland
$42K – – –
CTC
57
Central Trust Company
Missouri
$35.5K – – –
HI
58
Harbour Investments
Wisconsin
$33.6K – – –
AF
59
Allworth Financial
California
$22.4K +$22.4K +1,334 New
US Bancorp
60
US Bancorp
Minnesota
$20.4K – – –
AF
61
Advisornet Financial
Minnesota
$16.8K +$16.8K +1,000 New
TH
62
TCTC Holdings
Texas
$13.4K – – –
FIA
63
FNY Investment Advisers
New York
$10K – – –
HNB
64
Huntington National Bank
Ohio
$9.17K -$9.63K – –
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$8K +$8K +500 New
SS
66
Sunbelt Securities
Texas
$5.04K – – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$4.94K +$84 +5 +2%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$3K – – –
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
– -$182K -10,320 Closed
MHS
70
M Holdings Securities
Oregon
– -$177K -10,068 Closed
PVM
71
Palogic Value Management
Texas
– -$176K -10,000 Closed
AAS
72
Ameritas Advisory Services
Nebraska
– -$25.7K -1,467 Closed
BAM
73
Belpointe Asset Management
Nevada
– -$7.23K -410 Closed
HFS
74
Hantz Financial Services
Michigan
– -$4K -205 Closed
ASN
75
Advisory Services Network
Georgia
– -$3.19K -181 Closed
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