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