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Nuveen Preferred Securities & Income Opportunities Fund
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Overview Fund Activity

71 hedge funds and large institutions have $127M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+1
Holders Change %
+1.43%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
11
Increased
17
Reduced
22
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
Atlas Wealth
Ohio
$12.1M
2
Jane Street
2
Jane Street
New York
$8.9M
3
AC
3
Almitas Capital
California
$9.76M
4
IA
4
Icon Advisers
Colorado
$1.7M
5
YCM
5
Yakira Capital Management
Connecticut
$1.09M

Top Sellers

1
SAG
1
SageView Advisory Group
California
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$3.95M
3
CA
3
Cornerstone Advisory
Maryland
$10.1M
4
Bank of America
4
Bank of America
North Carolina
$476K
5
SIA
5
Sit Investment Associates
Minnesota
$10.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
51
Hollencrest Capital Management
California
$68.9K – – –
GWM
52
Geneos Wealth Management
Colorado
$52.8K – – –
HIA
53
Harbor Investment Advisory
Maryland
$48.6K – – –
CTC
54
Central Trust Company
Missouri
$41.1K – – –
HI
55
Harbour Investments
Wisconsin
$39.6K +$175 +9 +0.4%
OWA
56
Opal Wealth Advisors
New York
$38.9K +$38.9K +2,000 New
HNB
57
Huntington National Bank
Ohio
$35.6K -$40K – –
PS
58
Principal Securities
Iowa
$27.8K – – –
AF
59
Allworth Financial
California
$24.1K +$476 +24 +2%
WAM
60
Wolverine Asset Management
Illinois
$23.7K +$23.7K +1,220 New
HGA
61
Hobbs Group Advisors
South Carolina
$19.5K +$19.5K +1,000 New
ATPW
62
Ashton Thomas Private Wealth
Arizona
$19.5K +$19.5K +1,000 New
AF
63
Advisornet Financial
Minnesota
$19.4K – – –
TH
64
TCTC Holdings
Texas
$15.6K – – –
CA
65
CoreCap Advisors
Michigan
$13.6K – – –
TAM
66
Tucker Asset Management
Colorado
$9.73K – – –
SS
67
Sunbelt Securities
Texas
$5.84K – – –
BFEC
68
Benjamin F. Edwards & Company
Missouri
$4K – – –
HGERS
69
Householder Group Estate & Retirement Specialist
Arizona
$4K – – –
SIC
70
Salem Investment Counselors
North Carolina
$2.93K – – –
BWP
71
Baldwin Wealth Partners
Massachusetts
$1.95K +$1.95K +100 New
Fidelity Investments
72
Fidelity Investments
Massachusetts
$19 -$38 -2 -67%
SAG
73
SageView Advisory Group
California
– -$2.59M -117,921 Closed
CRC
74
Curi RMB Capital
Illinois
– -$263K -13,659 Closed
PAG
75
Private Advisor Group
New Jersey
– -$232K -12,033 Closed
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