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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

49 hedge funds and large institutions have $42M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
15
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWA
1
Kingswood Wealth Advisors
California
$942K
2
Bank of America
2
Bank of America
North Carolina
$1.03M
3
DWM
3
Diversify Wealth Management
Utah
$319K
4
Morgan Stanley
4
Morgan Stanley
New York
$2.83M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.99M

Top Sellers

1
CA
1
Cornerstone Advisory
Maryland
$3.97M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.61M
4
MHS
4
M Holdings Securities
Oregon
$0
5
Truist Financial
5
Truist Financial
North Carolina
$3.2M
Name Market Value Shares Shares
Change 		Shares
Change %
IAIM
51
International Assets Investment Management
Florida
– – -77,809 Closed
HWAM
52
Hennion & Walsh Asset Management
New Jersey
– – -17,352 Closed
MHS
53
M Holdings Securities
Oregon
– – -10,243 Closed
HGA
54
Hobbs Group Advisors
South Carolina
– – -1,000 Closed
IA
55
IFP Advisors
Florida
– – -700 Closed
FIA
56
FNY Investment Advisers
New York
– – -600 Closed
JIP
57
Jaffetilchin Investment Partners
Florida
– – -195 Closed
Fidelity Investments
58
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
59
Concourse Financial Group Securities
Alabama
– – – –
1 2
3