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Nuveen Preferred Securities & Income Opportunities Fund

51 hedge funds and large institutions have $47.5M invested in Nuveen Preferred Securities & Income Opportunities Fund in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
11
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MOS
1
MGO One Seven
Ohio
$7.84M +$7.84M +376,929 New
Morgan Stanley
2
Morgan Stanley
New York
$5.26M +$2.39M +114,708 +83%
Truist Financial
3
Truist Financial
North Carolina
$4.53M +$1.35M +64,691 +42%
Wells Fargo
4
Wells Fargo
California
$3.03M -$3.62K -174 -0.1%
Bank of America
5
Bank of America
North Carolina
$2.85M +$315K +15,138 +12%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.68M -$132K -6,354 -5%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.67M +$548K +26,359 +26%
Raymond James Financial
8
Raymond James Financial
Florida
$2.08M -$42.3K -2,034 -2%
LPL Financial
9
LPL Financial
California
$1.99M -$109K -5,261 -5%
UBS Group
10
UBS Group
Switzerland
$1.87M -$1.45M -69,552 -44%
CPIG
11
Chicago Partners Investment Group
Illinois
$1.67M +$20.5K +1,007 +1%
CA
12
Cornerstone Advisory
Maryland
$1.55M -$615K -29,547 -28%
Ameriprise
13
Ameriprise
Minnesota
$959K +$92.3K +4,438 +11%
Stifel Financial
14
Stifel Financial
Missouri
$792K -$55.2K -2,656 -7%
Osaic Holdings
15
Osaic Holdings
Arizona
$701K -$27.1K -1,385 -4%
EAM
16
Everstar Asset Management
North Carolina
$700K -$62.4K -3,000 -8%
EGA
17
E&G Advisors
Texas
$659K -$20.8K -1,000 -3%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$617K +$14.1K +679 +2%
Lido Advisors
19
Lido Advisors
California
$478K
KWA
20
Kingswood Wealth Advisors
California
$461K -$5.93K -285 -1%
PWA
21
Physician Wealth Advisors
Utah
$323K
WAP
22
Wealthcare Advisory Partners
Pennsylvania
$323K -$2.91K -140 -0.9%
DWM
23
Diversify Wealth Management
Utah
$307K +$4.23K +206 +1%
WS
24
Wedbush Securities
California
$306K -$6.25K -300 -2%
IWM
25
IHT Wealth Management
Illinois
$264K -$2.1K -101 -0.8%