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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

67 hedge funds and large institutions have $94.3M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
67
Holders Change
–
Holders Change %
0%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
22
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$6.61M
2
RCM
2
Rivernorth Capital Management
Florida
$2.91M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.88M
4
Truist Financial
4
Truist Financial
North Carolina
$7.13M
5
AW
5
Atlas Wealth
Ohio
$8.03M

Top Sellers

1
KWA
1
Kingswood Wealth Advisors
California
$0
2
Invesco
2
Invesco
Georgia
$0
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
Stifel Financial
4
Stifel Financial
Missouri
$3.98M
5
Wells Fargo
5
Wells Fargo
California
$3.43M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
1
Cornerstone Advisory
Maryland
$11M 641,944 -2,513 -0.4%
AW
2
Atlas Wealth
Ohio
$8.03M 467,865 +72,417 +18%
Truist Financial
3
Truist Financial
North Carolina
$7.13M 415,506 +97,542 +31%
PAIM
4
Punch & Associates Investment Management
Minnesota
$6.63M 386,240 +3,018 +0.8%
SIA
5
Sit Investment Associates
Minnesota
$6.61M 385,211 +174,429 +83%
Morgan Stanley
6
Morgan Stanley
New York
$6.25M 364,141 +54,645 +18%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$5.88M 342,573 +108,754 +47%
Stifel Financial
8
Stifel Financial
Missouri
$3.98M 231,910 -14,937 -6%
Wells Fargo
9
Wells Fargo
California
$3.43M 199,685 -13,691 -6%
Cohen & Steers
10
Cohen & Steers
New York
$2.99M 173,899 – –
RCM
11
Rivernorth Capital Management
Florida
$2.91M 169,728 +126,952 +297%
UBS Group
12
UBS Group
Switzerland
$2.83M 164,641 -7,745 -4%
RJA
13
Raymond James & Associates
Florida
$2.64M 154,035 -12,037 -7%
WAM
14
Weiss Asset Management
Massachusetts
$2.11M 122,783 -7,955 -6%
LPL Financial
15
LPL Financial
California
$1.96M 114,037 +34,115 +43%
AC
16
Almitas Capital
California
$1.91M 111,076 +62,020 +126%
IWC
17
Integrated Wealth Concepts
Massachusetts
$1.69M 98,655 -8,670 -8%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.69M 98,429 -11,516 -10%
CPIG
19
Chicago Partners Investment Group
Illinois
$1.22M 73,790 -2,010 -3%
Rockefeller Capital Management
20
Rockefeller Capital Management
New York
$1.21M 70,550 -535 -0.8%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.16M 67,244 +375 +0.6%
Bank of America
22
Bank of America
North Carolina
$957K 55,764 +37,886 +212%
GC
23
Guggenheim Capital
Illinois
$909K 52,961 +11 +0%
Osaic Holdings
24
Osaic Holdings
Arizona
$894K 52,063 +37,799 +265%
EGA
25
E&G Advisors
Texas
$772K 44,977 -512 -1%
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