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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

67 hedge funds and large institutions have $81.3M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
16
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
1
Weiss Asset Management
Massachusetts
$2.2M
2
AW
2
Atlas Wealth
Ohio
$6.7M
3
Wells Fargo
3
Wells Fargo
California
$3.58M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.19M
5
AC
5
Almitas Capital
California
$865K

Top Sellers

1
Stifel Financial
1
Stifel Financial
Missouri
$4.14M
2
RJA
2
Raymond James & Associates
Florida
$2.79M
3
IWC
3
Integrated Wealth Concepts
Massachusetts
$1.8M
4
UBS Group
4
UBS Group
Switzerland
$2.89M
5
Morgan Stanley
5
Morgan Stanley
New York
$5.2M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
1
Cornerstone Advisory
Maryland
$10.8M 644,457 +29,580 +5%
AW
2
Atlas Wealth
Ohio
$6.7M 395,448 +122,099 +45%
PAIM
3
Punch & Associates Investment Management
Minnesota
$6.43M 383,222 -7,967 -2%
Truist Financial
4
Truist Financial
North Carolina
$5.34M 317,964 -1,808 -0.6%
Morgan Stanley
5
Morgan Stanley
New York
$5.2M 309,496 -21,063 -6%
Stifel Financial
6
Stifel Financial
Missouri
$4.14M 246,847 -45,418 -16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.93M 233,819 +5,459 +2%
Wells Fargo
8
Wells Fargo
California
$3.58M 213,376 +72,263 +51%
SIA
9
Sit Investment Associates
Minnesota
$3.54M 210,782 +46,578 +28%
Cohen & Steers
10
Cohen & Steers
New York
$2.92M 173,899 – –
UBS Group
11
UBS Group
Switzerland
$2.89M 172,386 -31,221 -15%
RJA
12
Raymond James & Associates
Florida
$2.79M 166,072 -37,310 -18%
WAM
13
Weiss Asset Management
Massachusetts
$2.2M 130,738 +130,738 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.85M 109,945 -14,833 -12%
IWC
15
Integrated Wealth Concepts
Massachusetts
$1.8M 107,325 -36,168 -25%
LPL Financial
16
LPL Financial
California
$1.34M 79,922 +32,723 +69%
CPIG
17
Chicago Partners Investment Group
Illinois
$1.33M 75,800 -2,320 -3%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$1.19M 71,085 +60,634 +580%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.12M 66,869 -1,491 -2%
GC
20
Guggenheim Capital
Illinois
$889K 52,950 +4,412 +9%
AC
21
Almitas Capital
California
$865K 49,056 +49,056 New
EGA
22
E&G Advisors
Texas
$764K 45,489 -200 -0.4%
RCM
23
Rivernorth Capital Management
Florida
$718K 42,776 +42,776 New
Ameriprise
24
Ameriprise
Minnesota
$586K 34,908 -5 -0%
HWAM
25
Hennion & Walsh Asset Management
New Jersey
$582K 34,661 +969 +3%
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