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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

65 hedge funds and large institutions have $77.3M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 7 closing their positions.

Holders
65
Holders Change
+1
Holders Change %
+1.56%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
22
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AW
1
Atlas Wealth
Ohio
$4.82M
2
CA
2
Cornerstone Advisory
Maryland
$10.8M
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$6.9M
4
SIA
4
Sit Investment Associates
Minnesota
$2.9M
5
GC
5
Guggenheim Capital
Illinois
$856K

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$0
2
RCM
2
Rivernorth Capital Management
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$2.49M
4
CL
4
CSS LLC
Illinois
$231K
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
1
Cornerstone Advisory
Maryland
$10.8M 614,877 +109,802 +22%
PAIM
2
Punch & Associates Investment Management
Minnesota
$6.9M 391,189 +34,121 +10%
Morgan Stanley
3
Morgan Stanley
New York
$5.83M 330,559 -14,910 -4%
Truist Financial
4
Truist Financial
North Carolina
$5.64M 319,772 +18,410 +6%
Stifel Financial
5
Stifel Financial
Missouri
$5.15M 292,265 -10,290 -3%
AW
6
Atlas Wealth
Ohio
$4.82M 273,349 +209,051 +325%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.03M 228,360 -2,097 -0.9%
UBS Group
8
UBS Group
Switzerland
$3.59M 203,607 +3,822 +2%
RJA
9
Raymond James & Associates
Florida
$3.59M 203,382 -3,731 -2%
Cohen & Steers
10
Cohen & Steers
New York
$3.07M 173,899 – –
SIA
11
Sit Investment Associates
Minnesota
$2.9M 164,204 +24,271 +17%
IWC
12
Integrated Wealth Concepts
Massachusetts
$2.53M 143,493 +976 +0.7%
Wells Fargo
13
Wells Fargo
California
$2.49M 141,113 -23,340 -14%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$2.2M 124,778 -17,500 -12%
CPIG
15
Chicago Partners Investment Group
Illinois
$1.34M 78,120 +1,131 +1%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.21M 68,360 +3,263 +5%
GC
17
Guggenheim Capital
Illinois
$856K 48,538 +19,221 +66%
LPL Financial
18
LPL Financial
California
$832K 47,199 +5,437 +13%
EGA
19
E&G Advisors
Texas
$805K 45,689 – –
Ameriprise
20
Ameriprise
Minnesota
$616K 34,913 +11,798 +51%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$594K 33,692 +11,073 +49%
SPIA
22
Steward Partners Investment Advisory
New York
$592K 33,588 -280 -0.8%
CAN
23
Cetera Advisor Networks
California
$514K 29,180 -784 -3%
IWM
24
IHT Wealth Management
Illinois
$444K 25,205 -7,546 -23%
WS
25
Wedbush Securities
California
$419K 23,777 -381 -2%
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