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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

71 hedge funds and large institutions have $102M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+4
Holders Change %
+5.97%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
24
Reduced
18
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.7M
2
AC
2
Almitas Capital
California
$4.99M
3
SIA
3
Sit Investment Associates
Minnesota
$8.62M
4
PAIM
4
Punch & Associates Investment Management
Minnesota
$8.31M
5
RCM
5
Rivernorth Capital Management
Florida
$4.17M

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$0
2
WAM
2
Weiss Asset Management
Massachusetts
$1.07M
3
CA
3
Cornerstone Advisory
Maryland
$10.9M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$569K
5
Creative Planning
5
Creative Planning
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
51
SRH Advisors
Kansas
$101K – – –
HCM
52
Hollencrest Capital Management
California
$64.7K – – –
GWM
53
Geneos Wealth Management
Colorado
$49.6K – – –
HNB
54
Huntington National Bank
Ohio
$47.1K -$9.38K – –
HIA
55
Harbor Investment Advisory
Maryland
$45.7K – – –
TC
56
Truvestments Capital
Florida
$45.7K +$45.7K +2,500 New
CTC
57
Central Trust Company
Missouri
$38.6K – – –
HI
58
Harbour Investments
Wisconsin
$36.9K +$146 +8 +0.4%
PS
59
Principal Securities
Iowa
$26.1K +$26.1K +1,430 New
AF
60
Allworth Financial
California
$21.4K +$366 +20 +2%
HGA
61
Hobbs Group Advisors
South Carolina
$18.3K +$18.3K +1,000 New
AF
62
Advisornet Financial
Minnesota
$18.3K – – –
TH
63
TCTC Holdings
Texas
$14.6K – – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$11.8K +$4.26K +233 +57%
IGWM
65
ICA Group Wealth Management
Colorado
$11.5K +$11.5K +630 New
SS
66
Sunbelt Securities
Texas
$5.48K – – –
BFEC
67
Benjamin F. Edwards & Company
Missouri
$4K – – –
HGERS
68
Householder Group Estate & Retirement Specialist
Arizona
$4K +$4K +250 New
ASN
69
Advisory Services Network
Georgia
$3.31K +$3.31K +181 New
SIC
70
Salem Investment Counselors
North Carolina
$2.74K +$2.74K +150 New
US Bancorp
71
US Bancorp
Minnesota
$274 – – –
TRCT
72
Tower Research Capital (TRC)
New York
$18 +$18 +1 New
AW
73
Atlas Wealth
Ohio
– -$8.03M -467,865 Closed
Creative Planning
74
Creative Planning
Kansas
– -$612K -35,629 Closed
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
– -$260K -15,146 Closed
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