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Nuveen Preferred Securities & Income Opportunities Fund

JPIDelisted

Nuveen Preferred Securities & Income Opportunities Fund was delisted in 2025; its insiders filed their last Form 4 on Dec 19, 2023; 54 institutions reported holding it in 13F filings for Q2 2025, worth $56.1M in total; no superinvestor held it.

Key figures

Insider buys
0
Open market, last 90 days
Insider sells
0
Open market, last 90 days
13F holders
54
Q2 2025, +3 vs. previous quarter
13F value
$53.4M
Reported value at the end of Q2 2025
Superinvestors holding
0
At the end of Q2 2025

Superinvestors holding JPI, Q2 2025

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No superinvestor reported holding JPI at the end of Q2 2025.

Latest insider trades

Open-market purchases and sales by Nuveen Preferred Securities & Income Opportunities Fund insiders from Form 4, newest first.

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Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Dec 19, 2023 (view filing)Dec 19Same dayEvans JackOther: TrusteeSSale−1.00K$18.19−$18.2K−100.0%0 after

Top 10 13F holders, Q2 2025

The largest institutional positions in Nuveen Preferred Securities & Income Opportunities Fund at the end of Q2 2025; share changes are against Q1 2025.

See all 54 holders
Institutions holding JPI in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
We Are One Seven, LLC376,929$7.84M0.25%+376,929New
Morgan Stanley252,821$5.26M0.00%+114,708+83.1%Added
Smith Asset Management Co., LLC241,976$5.03M4.34%−5,591−2.3%Reduced
Truist Financial Corp217,961$4.53M0.01%+64,691+42.2%Added
Wells Fargo & Company145,686$3.03M0.00%−174−0.1%Reduced
Bank of America Corp137,013$2.85M0.00%+15,138+12.4%Added
Envestnet Asset Management Inc129,067$2.68M0.00%−6,354−4.7%Reduced
Royal Bank of Canada128,390$2.67M0.00%+26,359+25.8%Added
Raymond James Financial Inc100,031$2.08M0.00%−2,034−2.0%Reduced
LPL Financial LLC95,622$1.99M0.00%−5,261−5.2%Reduced