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Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

49 hedge funds and large institutions have $42M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
9
Increased
15
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Smith Asset Management
Florida
$4.91M
2
Raymond James Financial
2
Raymond James Financial
Florida
$2.09M
3
KWA
3
Kingswood Wealth Advisors
California
$942K
4
Bank of America
4
Bank of America
North Carolina
$1.03M
5
DWM
5
Diversify Wealth Management
Utah
$319K

Top Sellers

1
CA
1
Cornerstone Advisory
Maryland
$3.97M
2
HWAM
2
Hennion & Walsh Asset Management
New Jersey
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$2.61M
4
MHS
4
M Holdings Securities
Oregon
$0
5
Truist Financial
5
Truist Financial
North Carolina
$3.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
1
Smith Asset Management
Florida
$4.91M 250,613 +250,613 New
CA
2
Cornerstone Advisory
Maryland
$3.97M 195,819 -94,444 -33%
Truist Financial
3
Truist Financial
North Carolina
$3.2M 163,193 -9,527 -6%
Morgan Stanley
4
Morgan Stanley
New York
$2.83M 144,198 +15,726 +12%
UBS Group
5
UBS Group
Switzerland
$2.82M 143,940 +6,531 +5%
Wells Fargo
6
Wells Fargo
California
$2.67M 136,348 -8,078 -6%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$2.61M 133,314 -10,907 -8%
Raymond James Financial
8
Raymond James Financial
Florida
$2.09M 106,754 +106,754 New
LPL Financial
9
LPL Financial
California
$2M 102,047 +3,120 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$1.99M 101,636 +15,450 +18%
CPIG
11
Chicago Partners Investment Group
Illinois
$1.62M 82,148 -2,914 -3%
Bank of America
12
Bank of America
North Carolina
$1.03M 52,729 +18,893 +56%
KWA
13
Kingswood Wealth Advisors
California
$942K 48,040 +21,020 +78%
Stifel Financial
14
Stifel Financial
Missouri
$860K 43,880 -1,855 -4%
Ameriprise
15
Ameriprise
Minnesota
$842K 42,957 -5,222 -11%
SA
16
Sanctuary Advisors
Indiana
$756K 37,684 +61 +0.2%
EAM
17
Everstar Asset Management
North Carolina
$718K 36,641 -3,300 -8%
Osaic Holdings
18
Osaic Holdings
Arizona
$709K 36,195 -741 -2%
EGA
19
E&G Advisors
Texas
$646K 32,977 -4,900 -13%
Lido Advisors
20
Lido Advisors
California
$447K 22,795 – –
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$438K 22,360 +1,946 +10%
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$329K 16,777 +581 +4%
DWM
23
Diversify Wealth Management
Utah
$319K 16,153 +16,153 New
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$319K 16,267 +1,250 +8%
PWA
25
Physician Wealth Advisors
Utah
$305K 15,539 – –
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