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Nuveen Preferred Securities & Income Opportunities Fund

JPIDelisted Sep 22, 2025

Nuveen Preferred Securities & Income Opportunities Fund was delisted on Sep 22, 2025; its insiders filed their last Form 4 on Dec 19, 2023; 54 institutions reported holding it in 13F filings for Q2 2025, worth $53.4M in total; no superinvestor held it.

13F holders, Q1 2021

Institutional positions in Nuveen Preferred Securities & Income Opportunities Fund as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
63
No complete 13F data for Q4 2020
Shares held
3.60M
No complete 13F data for Q4 2020
Total value
$90.2M
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting JPI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 63 institutions
Q1 2021: 63 institutionsQ2 2021: 60 institutionsQ3 2021: 63 institutionsQ4 2021: 62 institutionsQ1 2022: 65 institutionsQ2 2022: 61 institutionsQ3 2022: 60 institutionsQ4 2022: 66 institutionsQ1 2023: 67 institutionsQ2 2023: 69 institutionsQ3 2023: 69 institutionsQ4 2023: 73 institutionsQ1 2024: 70 institutionsQ2 2024: 72 institutionsQ3 2024: 50 institutionsQ4 2024: 50 institutionsQ1 2025: 51 institutionsQ2 2025: 54 institutionsQ3 2025: 2 institutionsQ4 2025: 1 institutionQ1 2026: 1 institutionQ2 2026: 1 institution
Value heldQ1 2021: $90.2M
Q1 2021: $90.2MQ2 2021: $87.6MQ3 2021: $83.6MQ4 2021: $97.3MQ1 2022: $81.4MQ2 2022: $70.5MQ3 2022: $67.2MQ4 2022: $77.6MQ1 2023: $77.7MQ2 2023: $81.3MQ3 2023: $94.3MQ4 2023: $96.6MQ1 2024: $107.1MQ2 2024: $127.1MQ3 2024: $43.3MQ4 2024: $42.0MQ1 2025: $41.9MQ2 2025: $53.4MQ3 2025: $682.3KQ4 2025: $21Q1 2026: $21Q2 2026: $21
Institutions holding JPI and their total value by quarter
QuarterHoldersValue
Q2 20261$21
Q1 20261$21
Q4 20251$21
Q3 20252$682.3K
Q2 202554$53.4M
Q1 202551$41.9M
Q4 202450$42.0M
Q3 202450$43.3M
Q2 202472$127.1M
Q1 202470$107.1M
Q4 202373$96.6M
Q3 202369$94.3M
Q2 202369$81.3M
Q1 202367$77.7M
Q4 202266$77.6M
Q3 202260$67.2M
Q2 202261$70.5M
Q1 202265$81.4M
Q4 202162$97.3M
Q3 202163$83.6M
Q2 202160$87.6M
Q1 202163$90.2M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Nuveen Preferred Securities & Income Opportunities Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding JPI in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Cornerstone Advisory, LLC470,125$11.8M2.23%––
Sit Investment Associates Inc367,287$9.19M0.24%––
Morgan Stanley326,679$8.17M0.00%––
Cohen & Steers, Inc.310,499$7.77M0.02%––
Royal Bank of Canada277,317$6.94M0.00%––
Invesco Ltd.258,478$6.46M0.00%––
Raymond James & Associates194,046$4.85M0.00%––
Wells Fargo & Company186,037$4.65M0.00%––
UBS Group AG100,463$2.51M0.00%––
IHT Wealth Management, LLC98,490$2.46M0.18%––
Truist Financial Corp97,180$2.43M0.00%––
Chicago Partners Investment Group LLC85,904$2.18M0.18%––
Hennion & Walsh Asset Management, Inc.85,779$2.15M0.13%––
Janney Montgomery Scott LLC68,784$1.72M0.01%––
E&G Advisors, LP52,325$1.31M0.38%––
Telemus Capital, LLC40,000$1.00M0.07%––
Commonwealth Equity Services, LLC36,486$912.0K0.00%––
Thrivent Financial for Lutherans34,003$850.0K0.00%––
RMB Capital Management, LLC33,114$828.0K0.03%––
Guggenheim Capital LLC32,922$823.0K0.01%––
LPL Financial LLC26,968$674.0K0.00%––
Ameriprise Financial Inc25,704$643.0K0.00%––
Wedbush Securities Inc25,465$637.0K0.04%––
Wagner Wealth Management, LLC25,380$635.0K0.50%––
Steward Partners Investment Advisory, LLC24,865$621.9K0.01%––
UMA Financial Services, Inc.24,500$613.0K0.20%––
Integrated Wealth Concepts LLC21,066$527.0K0.02%––
Bank of America Corp20,737$518.0K0.00%––
Advisor Group Holdings, Inc.20,241$506.0K0.00%––
International Assets Investment Management, LLC18,474$459.0K0.04%––
Private Advisor Group, LLC17,557$439.0K0.00%––
Trustcore Financial Services, LLC17,208$430.0K0.05%––
Stifel Financial Corp15,583$390.0K0.00%––
Kestra Private Wealth Services, LLC15,284$382.0K0.03%––
National Asset Management, Inc.14,636$367.0K0.01%––
Envestnet Asset Management Inc12,667$317.0K0.00%––
Gill Capital Partners, LLC11,870$297.0K0.15%––
Goldman Sachs Group Inc9,722$243.0K0.00%––
Good Life Advisors, LLC9,328$237.0K0.05%––
Royal Fund Management, LLC9,487$237.0K0.04%––
M Holdings Securities, Inc.8,798$220.0K0.02%––
Sigma Planning Corp8,550$214.0K0.01%––
Mid Atlantic Financial Management Inc8,450$211.0K0.02%––
AE Wealth Management LLC8,025$201.0K0.00%––
Baird Financial Group, Inc.8,004$200.0K0.00%––
Lazard Asset Management LLC–$175.0K0.00%––
Rocky Mountain Advisers, LLC5,500$138.0K0.20%––
Citigroup Inc5,014$125.0K0.00%––
Valley Brook Capital Group4,200$105.0K0.10%––
Geneos Wealth Management Inc.2,846$72.0K0.00%––
Harbour Investments, Inc.2,796$70.0K0.00%––
FNY Investment Advisers, LLC2,387$59.0K0.02%––
NEXT Financial Group, Inc1,680$42.0K0.00%––
TSFG, LLC1,600$40.0K0.02%––
Northwestern Mutual Wealth Management Co1,581$39.0K0.00%––
Eudaimonia Partners, LLC1,539$38.0K0.01%––
Patriot Financial Group Insurance Agency, LLC1,100$28.0K0.01%––
TCTC Holdings, LLC800$20.0K0.00%––
Rockefeller Capital Management L.P.800$20.0K0.00%––
Sonora Investment Management, LLC430$11.0K0.00%––
CWM, LLC205$5.00K0.00%––
Arkadios Wealth Advisors188$4.00K0.00%––
US Bancorp13$00.00%––