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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

62 hedge funds and large institutions have $90.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2021 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 11 closing their positions.

Holders
62
Holders Change
-3
Holders Change %
-4.62%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
19
Reduced
18
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$9.19M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$2.15M
3
SPIA
3
Steward Partners Investment Advisory
New York
$622K
4
BRWA
4
B. Riley Wealth Advisors
Florida
$367K
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$317K

Top Sellers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$0
2
CA
2
Cornerstone Advisory
Maryland
$11.8M
3
CAN
3
Cetera Advisor Networks
California
$0
4
Citigroup
4
Citigroup
New York
$125K
5
Wells Fargo
5
Wells Fargo
California
$4.65M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
1
Cornerstone Advisory
Maryland
$11.8M 470,125 -60,658 -11%
SIA
2
Sit Investment Associates
Minnesota
$9.19M 367,287 +107,107 +41%
Morgan Stanley
3
Morgan Stanley
New York
$8.17M 326,679 +4,695 +1%
Cohen & Steers
4
Cohen & Steers
New York
$7.77M 310,499 -10,816 -3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.94M 277,317 -23,404 -8%
Invesco
6
Invesco
Georgia
$6.47M 258,478 +5,485 +2%
RJA
7
Raymond James & Associates
Florida
$4.85M 194,046 -14,655 -7%
Wells Fargo
8
Wells Fargo
California
$4.65M 186,037 -28,935 -13%
UBS Group
9
UBS Group
Switzerland
$2.51M 100,463 +4,086 +4%
IWM
10
IHT Wealth Management
Illinois
$2.46M 98,490 -13,464 -12%
Truist Financial
11
Truist Financial
North Carolina
$2.43M 97,180 +444 +0.5%
CPIG
12
Chicago Partners Investment Group
Illinois
$2.18M 85,904 +2,766 +3%
HWAM
13
Hennion & Walsh Asset Management
New Jersey
$2.15M 85,779 +85,779 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.72M 68,784 +5,311 +8%
EGA
15
E&G Advisors
Texas
$1.31M 52,325 – –
TC
16
Telemus Capital
Michigan
$1M 40,000 – –
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$912K 36,486 -2,247 -6%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$850K 34,003 +396 +1%
CRC
19
Curi RMB Capital
Illinois
$828K 33,114 -1,662 -5%
GC
20
Guggenheim Capital
Illinois
$823K 32,922 +12,615 +62%
LPL Financial
21
LPL Financial
California
$674K 26,968 -5,033 -16%
Ameriprise
22
Ameriprise
Minnesota
$643K 25,704 +7,236 +39%
WS
23
Wedbush Securities
California
$637K 25,465 +521 +2%
WWM
24
Wagner Wealth Management
South Carolina
$635K 25,380 – –
SPIA
25
Steward Partners Investment Advisory
New York
$622K 24,865 +24,365 +4,873%
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