Nuveen Preferred Securities & Income Opportunities Fund
JPIDelisted Sep 22, 2025- SEC CIK
- 0001547994
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.
Q2 2023 vs. Q1 2023
How the institutions holding Nuveen Preferred Securities & Income Opportunities Fund changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 67 | 69 | +2 |
| Shares | 4.41M | 4.83M | +420.0K (+9.5%) |
| Value | $77.7M | $81.3M | +$3.60M (+4.6%) |
New holders (10)
Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Weiss Asset Management LP | 130,738 | $2.20M | 0.28% |
| Almitas Capital LLC | 49,056 | $864.9K | 0.37% |
| Rivernorth Capital Management, LLC | 42,776 | $718.2K | 0.04% |
| Kingswood Wealth Advisors, LLC | 29,320 | $492.3K | 0.16% |
| Sykon Capital LLC | 11,000 | $184.7K | 0.13% |
| Raymond James Financial Services Advisors, Inc. | 10,629 | $178.5K | 0.00% |
| The PNC Financial Services Group, Inc. | 10,200 | $171.3K | 0.00% |
| Allworth Financial LP | 1,334 | $22.4K | 0.00% |
| AdvisorNet Financial, Inc | 1,000 | $16.8K | 0.00% |
| CWM, LLC | 500 | $8.00K | 0.00% |
Sold out (8)
Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Susquehanna International Group, LLP | 10,320 | $181.9K |
| M Holdings Securities, Inc. | 10,068 | $177.0K |
| Palogic Value Management, L.P. | 10,000 | $176.3K |
| Ameritas Advisory Services, LLC | 1,467 | $25.7K |
| Belpointe Asset Management LLC | 410 | $7.23K |
| Hantz Financial Services, Inc. | 205 | $4.00K |
| Advisory Services Network, LLC | 181 | $3.19K |
| TCI Wealth Advisors, Inc. | 171 | $3.02K |