JPS

Nuveen Preferred & Income Securities Fund
JPS

Overview Fund Activity
Delisted

JPS was delisted on the 3rd of November, 2023.

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210 hedge funds and large institutions have $313M invested in Nuveen Preferred & Income Securities Fund in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 63 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
210
Holders Change
+1
Holders Change %
+0.48%
% of All Funds
3.31%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
63
Reduced
69
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$40M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$7.47M
3
RCM
3
Rivernorth Capital Management
Florida
$60M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.52M
5
SFS
5
Sowell Financial Services
Arkansas
$2.23M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$30.7M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$149K
3
CIA
3
Capital Investment Advisors
Georgia
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$292K
5
UBS Group
5
UBS Group
Switzerland
$19.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$292K -$1.52M -237,680 -84%
MWM
77
Melfa Wealth Management
Massachusetts
$292K +$24.5K +3,847 +9%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$274K +$146K +22,928 +114%
RJT
79
Raymond James Trust
Florida
$273K -$7.42K -1,162 -3%
Susquehanna International Group
80
Susquehanna International Group
Pennsylvania
$271K +$271K +42,450 New
WLPWM
81
Walled Lake Planning & Wealth Management
Illinois
$264K – – –
SIC
82
Samalin Investment Counsel
New York
$257K +$125K +19,530 +94%
IAG
83
Investmark Advisory Group
Connecticut
$254K +$23.9K +3,749 +10%
DWP
84
Daymark Wealth Partners
Ohio
$219K +$18.5K +2,900 +9%
CSC
85
Caldwell Sutter Capital
California
$219K – – –
IAIM
86
International Assets Investment Management
Florida
$213K -$19.1K -2,995 -8%
AI
87
AXS Investments
New York
$204K +$204K +32,000 New
AAS
88
Ameritas Advisory Services
Nebraska
$201K -$16.5K -2,580 -8%
PCM
89
Parsons Capital Management
Rhode Island
$197K – – –
AAS
90
Avantax Advisory Services
Texas
$192K +$32.1K +5,034 +20%
PM
91
Penbrook Management
New York
$191K +$12.8K +2,000 +7%
BFG
92
Berger Financial Group
Minnesota
$190K -$3.99K -625 -2%
SWM
93
Spire Wealth Management
Virginia
$183K +$2.44K +382 +1%
LA
94
LexAurum Advisors
Kansas
$181K +$396 +62 +0.2%
CAM
95
Cresset Asset Management
Illinois
$177K +$177K +27,625 New
DSC
96
Duncker Streett & Co
Missouri
$177K – – –
AO
97
Advisor OS
Illinois
$171K +$14.4K +2,260 +9%
TWM
98
Tradition Wealth Management
Minnesota
$168K – – –
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$167K -$50.4K -7,902 -23%
ASN
100
Advisory Services Network
Georgia
$162K +$8.95K +1,403 +6%
2 3
4
5 6