JPI icon

Nuveen Preferred Securities & Income Opportunities Fund
JPI

Overview Fund Activity

49 hedge funds and large institutions have $41.2M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 18 reducing their positions, and 3 closing their positions.

Holders
49
Holders Change
–
Holders Change %
0%
% of All Funds
0.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
14
Reduced
18
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.4M
2
SFS
2
Shaker Financial Services
Virginia
$689K
3
UBS Group
3
UBS Group
Switzerland
$3.14M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$580K
5
CRC
5
Curi RMB Capital
Illinois
$220K

Top Sellers

1
CA
1
Cornerstone Advisory
Maryland
$2.12M
2
KWA
2
Kingswood Wealth Advisors
California
$442K
3
SFA
3
Sequoia Financial Advisors
Ohio
$0
4
KPWS
4
Kestra Private Wealth Services
Texas
$0
5
Truist Financial
5
Truist Financial
North Carolina
$3.01M
Name Market Value Shares Shares
Change 		Shares
Change %
SAM
1
Smith Asset Management
Florida
$4.87M 247,567 -3,046 -1%
UBS Group
2
UBS Group
Switzerland
$3.14M 159,589 +15,649 +11%
Truist Financial
3
Truist Financial
North Carolina
$3.01M 153,270 -9,923 -6%
Wells Fargo
4
Wells Fargo
California
$2.87M 145,860 +9,512 +7%
Morgan Stanley
5
Morgan Stanley
New York
$2.72M 138,113 -6,085 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.66M 135,421 +2,107 +2%
Bank of America
7
Bank of America
North Carolina
$2.4M 121,875 +69,146 +131%
CA
8
Cornerstone Advisory
Maryland
$2.12M 104,142 -91,677 -47%
Raymond James Financial
9
Raymond James Financial
Florida
$2.01M 102,065 -4,689 -4%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.01M 102,031 +395 +0.4%
LPL Financial
11
LPL Financial
California
$1.98M 100,883 -1,164 -1%
CPIG
12
Chicago Partners Investment Group
Illinois
$1.64M 81,143 -1,005 -1%
Ameriprise
13
Ameriprise
Minnesota
$820K 41,670 -1,287 -3%
Stifel Financial
14
Stifel Financial
Missouri
$802K 40,756 -3,124 -7%
Osaic Holdings
15
Osaic Holdings
Arizona
$730K 37,130 +935 +3%
EAM
16
Everstar Asset Management
North Carolina
$721K 36,641 – –
SFS
17
Shaker Financial Services
Virginia
$689K 34,732 +19,859 +134%
EGA
18
E&G Advisors
Texas
$643K 32,677 -300 -0.9%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$580K 29,474 +14,760 +100%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$570K 28,965 +6,605 +30%
Lido Advisors
21
Lido Advisors
California
$452K 22,795 – –
KWA
22
Kingswood Wealth Advisors
California
$442K 22,470 -25,570 -53%
WAP
23
Wealthcare Advisory Partners
Pennsylvania
$308K 15,660 -1,117 -7%
PWA
24
Physician Wealth Advisors
Utah
$306K 15,539 – –
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$300K 15,227 -1,040 -6%
1
2 3