Nuveen Preferred Securities & Income Opportunities Fund
JPIDelisted- SEC CIK
- 0001547994
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.
13F holders, Q2 2024
Institutional positions in Nuveen Preferred Securities & Income Opportunities Fund as of Jun 30, 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
- 72
- +2 vs. Q1 2024
- Shares held
- 6.53M
- +982.1K (+17.7%) vs. Q1 2024
- Total value
- $127.1M
- +$20.0M (+18.7%) vs. Q1 2024
- New holders
- 11
- 17 more added
- Sold out
- 9
- 22 more reduced
Compare with Q1 2024: 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1 | $21 |
| Q1 2026 | 1 | $21 |
| Q4 2025 | 1 | $21 |
| Q3 2025 | 3 | $1.43M |
| Q2 2025 | 54 | $56.1M |
| Q1 2025 | 51 | $42.0M |
| Q4 2024 | 50 | $42.0M |
| Q3 2024 | 50 | $43.3M |
| Q2 2024 | 72 | $127.1M |
| Q1 2024 | 70 | $117.9M |
| Q4 2023 | 73 | $102.2M |
| Q3 2023 | 69 | $94.3M |
| Q2 2023 | 69 | $81.3M |
| Q1 2023 | 67 | $77.7M |
| Q4 2022 | 66 | $77.6M |
| Q3 2022 | 60 | $67.2M |
| Q2 2022 | 61 | $70.9M |
| Q1 2022 | 65 | $81.4M |
| Q4 2021 | 62 | $97.3M |
| Q3 2021 | 63 | $83.6M |
| Q2 2021 | 60 | $87.6M |
| Q1 2021 | 63 | $90.8M |
Institutions, Q2 2024
Shares, value and share of portfolio for each institution holding Nuveen Preferred Securities & Income Opportunities Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atlas Wealth LLC | 619,139 | $12.1M | 1.88% | +619,139 | New |
| Sit Investment Associates Inc | 529,800 | $10.3M | 0.24% | −39,428−6.9% | Reduced |
| Cornerstone Advisory, LLC | 517,686 | $10.1M | 1.42% | −60,851−10.5% | Reduced |
| Almitas Capital LLC | 501,903 | $9.76M | 4.06% | +228,966+83.9% | Added |
| Jane Street Group, LLC | 457,623 | $8.90M | 0.01% | +258,189+129.5% | Added |
| Punch & Associates Investment Management, Inc. | 450,411 | $8.76M | 0.52% | +12,692+2.9% | Added |
| Truist Financial Corp | 433,679 | $8.44M | 0.01% | +9,619+2.3% | Added |
| Envestnet Asset Management Inc | 348,709 | $6.78M | 0.00% | +9,093+2.7% | Added |
| Stifel Financial Corp | 246,161 | $4.79M | 0.01% | −145−0.1% | Reduced |
| Rivernorth Capital Management, LLC | 236,776 | $4.61M | 0.22% | 00.0% | Unchanged |
| Morgan Stanley | 203,188 | $3.95M | 0.00% | −77,866−27.7% | Reduced |
| Wells Fargo & Company | 184,683 | $3.59M | 0.00% | −12,860−6.5% | Reduced |
| Cohen & Steers, Inc. | 173,899 | $3.38M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 158,262 | $3.08M | 0.00% | +17,997+12.8% | Added |
| CSS LLC | 141,727 | $2.76M | 0.20% | +32,791+30.1% | Added |
| Raymond James & Associates | 116,334 | $2.26M | 0.00% | −2,139−1.8% | Reduced |
| LPL Financial LLC | 105,069 | $2.04M | 0.00% | −9,567−8.3% | Reduced |
| Royal Bank of Canada | 87,514 | $1.70M | 0.00% | −708−0.8% | Reduced |
| Icon Advisers Inc | 87,119 | $1.70M | 0.38% | +87,119 | New |
| Bulldog Investors, LLP | 85,424 | $1.66M | 0.62% | +35,833+72.3% | Added |
| Chicago Partners Investment Group LLC | 79,390 | $1.58M | 0.06% | +3,150+4.1% | Added |
| Janney Montgomery Scott LLC | 66,384 | $1.29M | 0.00% | −133−0.2% | Reduced |
| Integrated Wealth Concepts LLC | 60,718 | $1.18M | 0.02% | −4,247−6.5% | Reduced |
| Yakira Capital Management, Inc. | 55,942 | $1.09M | 0.43% | +41,691+292.5% | Added |
| Ameriprise Financial Inc | 40,305 | $790.9K | 0.00% | +4,158+11.5% | Added |
| Advisor Group Holdings, Inc. | 39,089 | $760.3K | 0.00% | −9,605−19.7% | Reduced |
| E&G Advisors, LP | 38,227 | $743.5K | 0.22% | −2,300−5.7% | Reduced |
| Cetera Investment Advisers | 36,900 | $717.7K | 0.00% | −8,846−19.3% | Reduced |
| Sanctuary Advisors, LLC | 38,087 | $717.2K | 0.01% | +38,087 | New |
| Westchester Capital Management, LLC | 35,640 | $693.2K | 0.03% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 34,405 | $669.2K | 0.03% | −31−0.1% | Reduced |
| Kingswood Wealth Advisors, LLC | 27,020 | $525.5K | 0.05% | −2,300−7.8% | Reduced |
| Bank of America Corp | 24,493 | $476.4K | 0.00% | −53,879−68.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 24,426 | $475.1K | 0.01% | −2,798−10.3% | Reduced |
| Lido Advisors, LLC | 22,795 | $445.6K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 20,288 | $394.6K | 0.00% | +20,288 | New |
| GWM Advisors LLC | 19,665 | $382.5K | 0.00% | +2,373+13.7% | Added |
| Wealthcare Advisory Partners LLC | 18,053 | $351.1K | 0.01% | −1,561−8.0% | Reduced |
| Wedbush Securities Inc | 17,274 | $336.0K | 0.01% | +1,655+10.6% | Added |
| Guggenheim Capital LLC | 16,445 | $319.9K | 0.00% | −9,781−37.3% | Reduced |
| Arete Wealth Advisors, LLC | 15,735 | $306.0K | 0.03% | +250+1.6% | Added |
| UMA Financial Services, Inc. | 15,539 | $305.7K | 0.06% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 12,948 | $251.8K | 0.01% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 10,516 | $205.0K | 0.03% | +10,516 | New |
| Kestra Private Wealth Services, LLC | 10,397 | $202.2K | 0.00% | −1,035−9.1% | Reduced |
| IHT Wealth Management, LLC | 10,316 | $200.6K | 0.01% | −1,020−9.0% | Reduced |
| Concord Wealth Partners | 9,674 | $188.2K | 0.03% | +147+1.5% | Added |
| Beacon Capital Management, LLC | 8,004 | $155.7K | 0.03% | 00.0% | Unchanged |
| Comerica Bank | 6,790 | $132.1K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 3,737 | $72.7K | 0.01% | +3,737 | New |
| Hollencrest Capital Management | 3,540 | $68.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,713 | $52.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2,500 | $48.6K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 2,114 | $41.1K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 2,034 | $39.6K | 0.00% | +9+0.4% | Added |
| Opal Wealth Advisors, LLC | 2,000 | $38.9K | 0.01% | +2,000 | New |
| Huntington National Bank | – | $35.6K | 0.00% | – | – |
| Principal Securities, Inc. | 1,430 | $27.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,216 | $24.1K | 0.00% | +24+2.0% | Added |
| Wolverine Asset Management LLC | 1,220 | $23.7K | 0.00% | +1,220 | New |
| Hobbs Group Advisors, LLC | 1,000 | $19.4K | 0.01% | +1,000 | New |
| Ashton Thomas Private Wealth, LLC | 1,000 | $19.4K | 0.00% | +1,000 | New |
| AdvisorNet Financial, Inc | 999 | $19.4K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 800 | $15.6K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 700 | $13.6K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 500 | $9.72K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 300 | $5.83K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 250 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 150 | $2.93K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $1.95K | 0.00% | +100 | New |
| FMR LLC | 1 | $19 | 0.00% | −2−66.7% | Reduced |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −117,921−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −13,659−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −12,033−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −10,152−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −3,800−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −647−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Chesapeake Asset Management LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |