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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.

13F holders, Q1 2024

Institutional positions in Nuveen Preferred Securities & Income Opportunities Fund as of Mar 31, 2024. 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
70
−2 vs. Q4 2023
Shares held
5.55M
+267.5K (+5.1%) vs. Q4 2023
Total value
$107.1M
+$10.5M (+10.8%) vs. Q4 2023
New holders
10
16 more added
Sold out
12
20 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2023: new holders, sold out and not filed yet

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 2024: 70 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 2024: $107.1M
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 2024

Shares, value and share of portfolio for each institution holding Nuveen Preferred Securities & Income Opportunities Fund; share changes are against Q4 2023.

Institutions holding JPI in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
FMR LLC3$580.00%+3New
Salem Investment Counselors Inc150$2.90K0.00%00.0%Unchanged
Chesapeake Asset Management LLC200$3.85K0.00%00.0%Unchanged
Benjamin F. Edwards & Company, Inc.200$4.00K0.00%00.0%Unchanged
Householder Group Estate & Retirement Specialist, LLC250$4.81K0.00%00.0%Unchanged
Sunbelt Securities, Inc.300$5.77K0.00%00.0%Unchanged
Tucker Asset Management LLC500$9.62K0.00%+500New
FNY Investment Advisers, LLC600$11.0K0.01%+600New
ICA Group Wealth Management, LLC630$12.1K0.00%00.0%Unchanged
Northwestern Mutual Wealth Management Co647$12.5K0.00%+3+0.5%Added
CoreCap Advisors, LLC700$13.5K0.00%+700New
TCTC Holdings, LLC800$15.4K0.00%00.0%Unchanged
AdvisorNet Financial, Inc999$19.2K0.00%00.0%Unchanged
Allworth Financial LP1,192$22.9K0.00%+19+1.6%Added
Principal Securities, Inc.1,430$27.5K0.00%00.0%Unchanged
Harbour Investments, Inc.2,025$39.0K0.00%+8+0.4%Added
Huntington National Bank–$40.0K0.00%––
Central Trust Co2,114$40.7K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC2,500$48.1K0.01%00.0%Unchanged
Geneos Wealth Management Inc.2,713$52.2K0.00%00.0%Unchanged
Hollencrest Capital Management3,540$68.1K0.00%00.0%Unchanged
Blue Bell Private Wealth Management, LLC3,800$73.1K0.02%+3,800New
Comerica Bank6,790$130.6K0.00%00.0%Unchanged
Beacon Capital Management, LLC8,004$154.0K0.03%−20.0%Reduced
Concord Wealth Partners9,527$183.3K0.03%+98+1.0%Added
Deutsche Bank AG10,152$195.3K0.00%+10,152New
IHT Wealth Management, LLC11,336$218.1K0.01%−192−1.7%Reduced
Kestra Private Wealth Services, LLC11,432$220.0K0.00%+29+0.3%Added
Private Advisor Group, LLC12,033$231.5K0.00%+18+0.1%Added
Daymark Wealth Partners, LLC12,948$249.1K0.01%00.0%Unchanged
RMB Capital Management, LLC13,659$262.8K0.01%00.0%Unchanged
Yakira Capital Management, Inc.14,251$274.2K0.10%+14,251New
UMA Financial Services, Inc.15,539$294.2K0.06%00.0%Unchanged
Arete Wealth Advisors, LLC15,485$297.9K0.03%00.0%Unchanged
Wedbush Securities Inc15,619$301.0K0.01%−987−5.9%Reduced
GWM Advisors LLC17,292$332.7K0.00%+3,874+28.9%Added
Wealthcare Advisory Partners LLC19,614$377.4K0.01%−1,185−5.7%Reduced
Lido Advisors, LLC22,795$440.8K0.00%00.0%Unchanged
Guggenheim Capital LLC26,226$504.6K0.00%−14,417−35.5%Reduced
Steward Partners Investment Advisory, LLC27,224$523.8K0.01%−2,000−6.8%Reduced
Kingswood Wealth Advisors, LLC29,320$564.1K0.07%00.0%Unchanged
Hennion & Walsh Asset Management, Inc.34,436$662.5K0.04%−198−0.6%Reduced
Westchester Capital Management, LLC35,640$685.7K0.03%00.0%Unchanged
Ameriprise Financial Inc36,147$695.5K0.00%−5,989−14.2%Reduced
E&G Advisors, LP40,527$779.7K0.24%00.0%Unchanged
Cetera Investment Advisers45,746$880.1K0.00%+30,868+207.5%Added
Advisor Group Holdings, Inc.48,694$936.9K0.00%+1,281+2.7%Added
Bulldog Investors, LLP49,591$954.1K0.32%+49,591New
Integrated Wealth Concepts LLC64,965$1.25M0.02%−16,265−20.0%Reduced
Janney Montgomery Scott LLC66,517$1.28M0.00%−469−0.7%Reduced
Chicago Partners Investment Group LLC76,240$1.44M0.06%−2,919−3.7%Reduced
Bank of America Corp78,372$1.51M0.00%−2,705−3.3%Reduced
Royal Bank of Canada88,222$1.70M0.00%+103+0.1%Added
CSS LLC108,936$2.10M0.17%+54,350+99.6%Added
LPL Financial LLC114,636$2.21M0.00%+6,796+6.3%Added
Raymond James & Associates118,473$2.28M0.00%−12,613−9.6%Reduced
SageView Advisory Group, LLC117,921$2.59M0.15%+117,921New
UBS Group AG140,265$2.70M0.00%−27,854−16.6%Reduced
Cohen & Steers, Inc.173,899$3.35M0.01%00.0%Unchanged
Wells Fargo & Company197,543$3.80M0.00%−2,542−1.3%Reduced
Jane Street Group, LLC199,434$3.84M0.00%+199,434New
Rivernorth Capital Management, LLC236,776$4.56M0.22%+8,516+3.7%Added
Stifel Financial Corp246,306$4.74M0.01%−459−0.2%Reduced
Almitas Capital LLC272,937$5.25M2.17%+171+0.1%Added
Morgan Stanley281,054$5.41M0.00%−12,212−4.2%Reduced
Envestnet Asset Management Inc339,616$6.53M0.00%−5,351−1.6%Reduced
Truist Financial Corp424,060$8.16M0.01%+2,681+0.6%Added
Punch & Associates Investment Management, Inc.437,719$8.42M0.48%−16,945−3.7%Reduced
Sit Investment Associates Inc569,228$11.0M0.25%+97,850+20.8%Added
Cornerstone Advisory, LLC578,537$11.1M1.59%−16,415−2.8%Reduced
Weiss Asset Management LP0$00.00%−58,598−100.0%Sold out
Rockefeller Capital Management L.P.0$00.00%−31,144−100.0%Sold out
Cetera Advisor Networks LLC0$00.00%−30,245−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−24,679−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−18,284−100.0%Sold out
JPMorgan Chase & Co0$00.00%−11,813−100.0%Sold out
Gill Capital Partners, LLC0$00.00%−11,435−100.0%Sold out
Rocky Mountain Advisers, LLC0$00.00%−5,500−100.0%Sold out
Truvestments Capital LLC0$00.00%−2,500−100.0%Sold out
Advisory Services Network, LLC0$00.00%−181−100.0%Sold out
US Bancorp0$00.00%−15−100.0%Sold out
Tower Research Capital LLC (TRC)0$00.00%−1−100.0%Sold out
Hobbs Group Advisors, LLC––––Not filed