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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

64 hedge funds and large institutions have $76.9M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 6 closing their positions.

Holders
64
Holders Change
+6
Holders Change %
+10.34%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
20
Reduced
19
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$2.6M
2
Truist Financial
2
Truist Financial
North Carolina
$5.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$4.28M
4
CA
4
Cornerstone Advisory
Maryland
$9.38M
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$6.63M

Top Sellers

1
IWM
1
IHT Wealth Management
Illinois
$609K
2
UBS Group
2
UBS Group
Switzerland
$3.71M
3
Invesco
3
Invesco
Georgia
$526K
4
Morgan Stanley
4
Morgan Stanley
New York
$6.42M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.64M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
1
Cornerstone Advisory
Maryland
$9.38M 505,075 +72,946 +17%
PAIM
2
Punch & Associates Investment Management
Minnesota
$6.63M 357,068 +71,445 +25%
Morgan Stanley
3
Morgan Stanley
New York
$6.42M 345,469 -20,235 -6%
Stifel Financial
4
Stifel Financial
Missouri
$5.62M 302,555 +21,351 +8%
Truist Financial
5
Truist Financial
North Carolina
$5.6M 301,362 +110,133 +58%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.28M 230,457 +79,488 +53%
RJA
7
Raymond James & Associates
Florida
$3.85M 207,113 +7,681 +4%
UBS Group
8
UBS Group
Switzerland
$3.71M 199,785 -28,668 -13%
Cohen & Steers
9
Cohen & Steers
New York
$3.23M 173,899 – –
Wells Fargo
10
Wells Fargo
California
$3.06M 164,453 +3,238 +2%
IWC
11
Integrated Wealth Concepts
Massachusetts
$2.65M 142,517 -3,602 -2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$2.64M 142,278 -15,855 -10%
SIA
13
Sit Investment Associates
Minnesota
$2.6M 139,933 +123,693 +762%
CPIG
14
Chicago Partners Investment Group
Illinois
$1.56M 76,989 -7,469 -9%
COLIM
15
City of London Investment Management
United Kingdom
$1.31M 70,808 +8,468 +14%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.21M 65,097 -3,249 -5%
AW
17
Atlas Wealth
Ohio
$1.19M 64,298 +64,298 New
EGA
18
E&G Advisors
Texas
$849K 45,689 -2,700 -6%
LPL Financial
19
LPL Financial
California
$776K 41,762 +4,685 +13%
CL
20
CSS LLC
Illinois
$653K 35,120 +35,120 New
SPIA
21
Steward Partners Investment Advisory
New York
$629K 33,868 -57 -0.2%
IWM
22
IHT Wealth Management
Illinois
$609K 32,751 -30,708 -48%
CAN
23
Cetera Advisor Networks
California
$557K 29,964 +1,027 +4%
GC
24
Guggenheim Capital
Illinois
$545K 29,317 +13,329 +83%
Invesco
25
Invesco
Georgia
$526K 28,296 -22,165 -44%
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