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Nuveen Preferred Securities & Income Opportunities Fund

67 hedge funds and large institutions have $94.3M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
67
Holders Change
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
22
Reduced
22
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
51
Hollencrest Capital Management
California
$60.8K
GWM
52
Geneos Wealth Management
Colorado
$46.6K
HIA
53
Harbor Investment Advisory
Maryland
$42.9K
CTC
54
Central Trust Company
Missouri
$36.3K
HI
55
Harbour Investments
Wisconsin
$34.5K +$154 +9 +0.5%
TPCW
56
TD Private Client Wealth
New York
$27K +$27K +1,574 New
AF
57
Allworth Financial
California
$19.8K -$3.11K -181 -14%
AF
58
Advisornet Financial
Minnesota
$17.2K -$17 -1 -0.1%
TH
59
TCTC Holdings
Texas
$13.7K
FIA
60
FNY Investment Advisers
New York
$10K
HNB
61
Huntington National Bank
Ohio
$9.38K -$9.17K
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$7.06K +$2.01K +117 +40%
IPW
63
Impact Partnership Wealth
Georgia
$6.28K +$6.28K +366 New
SS
64
Sunbelt Securities
Texas
$5.15K
NA
65
NewEdge Advisors
Louisiana
$3.38K -$175K -10,191 -98%
BFEC
66
Benjamin F. Edwards & Company
Missouri
$3K
US Bancorp
67
US Bancorp
Minnesota
$258 -$20.6K -1,200 -99%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$17 +$17 +1 New
KWA
69
Kingswood Wealth Advisors
California
-$492K -29,320 Closed
Invesco
70
Invesco
Georgia
-$300K -17,860 Closed
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
-$281K -15,723 Closed
CAPTRUST Financial Advisors
72
CAPTRUST Financial Advisors
North Carolina
-$202K -12,013 Closed
SC
73
Sykon Capital
New York
-$185K -11,000 Closed
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
-$171K -10,200 Closed
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
-$8K -500 Closed