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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

49 hedge funds and large institutions have $39.6M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 20 reducing their positions, and 26 closing their positions.

Holders
49
Holders Change
-22
Holders Change %
-30.99%
% of All Funds
0.71%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
8
Reduced
20
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EAM
1
Everstar Asset Management
North Carolina
$832K
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$313K
3
Bank of America
3
Bank of America
North Carolina
$704K
4
Ameriprise
4
Ameriprise
Minnesota
$1M
5
CPIG
5
Chicago Partners Investment Group
Illinois
$1.8M

Top Sellers

1
AW
1
Atlas Wealth
Ohio
$0
2
SIA
2
Sit Investment Associates
Minnesota
$0
3
AC
3
Almitas Capital
California
$0
4
Jane Street
4
Jane Street
New York
$0
5
PAIM
5
Punch & Associates Investment Management
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CA
1
Cornerstone Advisory
Maryland
$6.04M 290,263 -227,423 -44%
Truist Financial
2
Truist Financial
North Carolina
$3.6M 172,720 -260,959 -60%
Wells Fargo
3
Wells Fargo
California
$3.01M 144,426 -40,257 -22%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3M 144,221 -204,488 -59%
UBS Group
5
UBS Group
Switzerland
$2.86M 137,409 -20,853 -13%
Morgan Stanley
6
Morgan Stanley
New York
$2.67M 128,472 -74,716 -37%
RJA
7
Raymond James & Associates
Florida
$2.17M 104,136 -12,198 -10%
LPL Financial
8
LPL Financial
California
$2.06M 98,927 -6,142 -6%
CPIG
9
Chicago Partners Investment Group
Illinois
$1.8M 85,062 +5,672 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.79M 86,186 -1,328 -2%
Ameriprise
11
Ameriprise
Minnesota
$1M 48,179 +7,874 +20%
Stifel Financial
12
Stifel Financial
Missouri
$952K 45,735 -200,426 -81%
EAM
13
Everstar Asset Management
North Carolina
$832K 39,941 +39,941 New
EGA
14
E&G Advisors
Texas
$789K 37,877 -350 -0.9%
Osaic Holdings
15
Osaic Holdings
Arizona
$769K 36,936 -2,153 -6%
SA
16
Sanctuary Advisors
Indiana
$765K 37,623 -464 -1%
Bank of America
17
Bank of America
North Carolina
$704K 33,836 +9,343 +38%
KWA
18
Kingswood Wealth Advisors
California
$554K 27,020 – –
Lido Advisors
19
Lido Advisors
California
$475K 22,795 – –
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$425K 20,414 -16,486 -45%
HWAM
21
Hennion & Walsh Asset Management
New Jersey
$361K 17,352 -17,053 -50%
WS
22
Wedbush Securities
California
$338K 16,233 -1,041 -6%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$337K 16,196 -1,857 -10%
PWA
24
Physician Wealth Advisors
Utah
$326K 15,539 – –
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$313K 15,017 +15,017 New
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