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.
Q4 2024 vs. Q3 2024
How the institutions holding Nuveen Preferred Securities & Income Opportunities Fund changed between Q3 2024 and Q4 2024.
All holders in Q4 2024All holders in Q3 2024
| Measure | Q3 2024 | Of which not filed for Q4 2024 | Q4 2024 | Change |
|---|---|---|---|---|
| Holders | 50 | 1 | 50 | +1 |
| Shares | 1.98M | 104.1K | 2.13M | +261.6K (+14.0%) |
| Value | $43.3M | $2.17M | $42.0M | +$887.2K (+2.2%) |
1 institution that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (9)
Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q4 2024 but not at the end of Q3 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Smith Asset Management Co., LLC | 250,613 | $4.91M | 4.78% |
| Raymond James Financial Inc | 106,754 | $2.09M | 0.00% |
| Diversify Wealth Management, LLC | 16,153 | $319.2K | 0.02% |
| Shaker Financial Services, LLC | 14,873 | $291.5K | 0.11% |
| Susquehanna International Group, LLP | 14,714 | $288.4K | 0.00% |
| Sequoia Financial Advisors, LLC | 10,628 | $208.3K | 0.00% |
| Richards, Merrill & Peterson, Inc. | 7,140 | $139.9K | 0.07% |
| Elequin Capital LP | 2,454 | $48.1K | 0.01% |
| WPG Advisers, LLC | 34 | $666 | 0.00% |
Sold out (8)
Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q3 2024 and filed for Q4 2024 without it.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| International Assets Investment Management, LLC | 77,809 | $3.74M |
| Hennion & Walsh Asset Management, Inc. | 17,352 | $361.3K |
| M Holdings Securities, Inc. | 10,243 | $213.0K |
| Hobbs Group Advisors, LLC | 1,000 | $20.8K |
| IFP Advisors, Inc | 700 | $14.6K |
| FNY Investment Advisers, LLC | 600 | $12.0K |
| Jaffetilchin Investment Partners, LLC | 195 | $4.06K |
| FMR LLC | 1 | $21 |
Not filed for Q4 2024 yet (1)
Institutions that held Nuveen Preferred Securities & Income Opportunities Fund at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2024 | Value, Q3 2024 |
|---|---|---|
| Raymond James & Associates | 104,136 | $2.17M |