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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

58 hedge funds and large institutions have $66.5M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
58
Holders Change
–
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
18
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$5.26M
2
SIA
2
Sit Investment Associates
Minnesota
$299K
3
GC
3
Guggenheim Capital
Illinois
$294K
4
Morgan Stanley
4
Morgan Stanley
New York
$6.74M
5
AWA
5
Arete Wealth Advisors
Illinois
$255K

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$1.15M
2
Wells Fargo
2
Wells Fargo
California
$2.97M
3
RCM
3
Rivernorth Capital Management
Florida
$334K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.91M
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
1
Cornerstone Advisory
Maryland
$7.96M 432,129 +574 +0.1%
Morgan Stanley
2
Morgan Stanley
New York
$6.74M 365,704 +13,910 +4%
PAIM
3
Punch & Associates Investment Management
Minnesota
$5.26M 285,623 +39,112 +16%
Stifel Financial
4
Stifel Financial
Missouri
$5.18M 281,204 +7,520 +3%
UBS Group
5
UBS Group
Switzerland
$4.21M 228,453 +8,513 +4%
RJA
6
Raymond James & Associates
Florida
$3.67M 199,432 -5,644 -3%
Truist Financial
7
Truist Financial
North Carolina
$3.52M 191,229 +5,099 +3%
Cohen & Steers
8
Cohen & Steers
New York
$3.2M 173,899 – –
Wells Fargo
9
Wells Fargo
California
$2.97M 161,215 -21,970 -12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.91M 158,133 -18,490 -10%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.78M 150,969 +2,846 +2%
IWC
12
Integrated Wealth Concepts
Massachusetts
$2.69M 146,119 +11,153 +8%
CPIG
13
Chicago Partners Investment Group
Illinois
$1.51M 84,458 -1,725 -2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.26M 68,346 +42 +0.1%
IWM
15
IHT Wealth Management
Illinois
$1.17M 63,459 +2,365 +4%
COLIM
16
City of London Investment Management
United Kingdom
$1.15M 62,340 -63,428 -50%
Invesco
17
Invesco
Georgia
$929K 50,461 +8,676 +21%
EGA
18
E&G Advisors
Texas
$891K 48,389 -900 -2%
LPL Financial
19
LPL Financial
California
$683K 37,077 -460 -1%
SPIA
20
Steward Partners Investment Advisory
New York
$625K 33,925 -617 -2%
CAN
21
Cetera Advisor Networks
California
$533K 28,937 +934 +3%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$507K 27,533 -11,525 -30%
WS
23
Wedbush Securities
California
$502K 27,250 -1,580 -5%
Osaic Holdings
24
Osaic Holdings
Arizona
$487K 26,426 +2,236 +9%
Ameriprise
25
Ameriprise
Minnesota
$416K 22,601 -1,020 -4%
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