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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 2025

Institutional positions in Nuveen Preferred Securities & Income Opportunities Fund as of Mar 31, 2025. 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
51
+1 vs. Q4 2024
Shares held
2.12M
−12.7K (−0.6%) vs. Q4 2024
Total value
$41.9M
−$139.9K (−0.3%) vs. Q4 2024
New holders
5
14 more added
Sold out
4
18 more reduced

Compare with Q4 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.

Institutional holdersQ1 2025: 51 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 2025: $41.9M
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 2025

Shares, value and share of portfolio for each institution holding Nuveen Preferred Securities & Income Opportunities Fund; share changes are against Q4 2024.

Institutions holding JPI in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Smith Asset Management Co., LLC247,567$4.87M4.59%−3,046−1.2%Reduced
UBS Group AG159,589$3.14M0.00%+15,649+10.9%Added
Truist Financial Corp153,270$3.01M0.00%−9,923−6.1%Reduced
Wells Fargo & Company145,860$2.87M0.00%+9,512+7.0%Added
Morgan Stanley138,113$2.72M0.00%−6,085−4.2%Reduced
Envestnet Asset Management Inc135,421$2.66M0.00%+2,107+1.6%Added
Bank of America Corp121,875$2.40M0.00%+69,146+131.1%Added
Cornerstone Advisory, LLC104,142$2.12M0.25%−91,677−46.8%Reduced
Raymond James Financial Inc102,065$2.01M0.00%−4,689−4.4%Reduced
Royal Bank of Canada102,031$2.01M0.00%+395+0.4%Added
LPL Financial LLC100,883$1.98M0.00%−1,164−1.1%Reduced
Chicago Partners Investment Group LLC81,143$1.64M0.05%−1,005−1.2%Reduced
Ameriprise Financial Inc41,670$819.7K0.00%−1,287−3.0%Reduced
Stifel Financial Corp40,756$801.7K0.00%−3,124−7.1%Reduced
Sanctuary Advisors, LLC37,778$743.1K0.01%+94+0.2%Added
Advisor Group Holdings, Inc.37,130$730.4K0.00%+935+2.6%Added
Everstar Asset Management, LLC36,641$720.7K0.48%00.0%Unchanged
Shaker Financial Services, LLC34,732$688.9K0.27%+19,859+133.5%Added
E&G Advisors, LP32,677$642.7K0.18%−300−0.9%Reduced
Susquehanna International Group, LLP29,474$579.8K0.00%+14,760+100.3%Added
Cetera Investment Advisers28,965$569.7K0.00%+6,605+29.5%Added
Lido Advisors, LLC22,795$452.2K0.00%00.0%Unchanged
Kingswood Wealth Advisors, LLC22,470$441.8K0.04%−25,570−53.2%Reduced
Wealthcare Advisory Partners LLC15,660$308.0K0.01%−1,117−6.7%Reduced
UMA Financial Services, Inc.15,539$305.7K0.05%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.15,227$300.0K0.00%−1,040−6.4%Reduced
Wedbush Securities Inc15,000$295.0K0.01%−509−3.3%Reduced
Diversify Wealth Management, LLC14,755$292.2K0.02%−1,398−8.7%Reduced
IHT Wealth Management, LLC12,804$251.9K0.01%−890−6.5%Reduced
Daymark Wealth Partners, LLC11,391$224.1K0.01%00.0%Unchanged
RMB Capital Management, LLC11,114$220.5K0.01%+11,114New
Concord Wealth Partners10,345$203.5K0.03%+203+2.0%Added
Sit Investment Associates Inc8,375$165.0K0.00%+8,375New
Comerica Bank6,790$133.6K0.00%00.0%Unchanged
Richards, Merrill & Peterson, Inc.3,740$73.6K0.04%−3,400−47.6%Reduced
Wolverine Asset Management LLC3,255$64.0K0.00%+3,255New
Elequin Capital LP3,031$59.6K0.01%+577+23.5%Added
Geneos Wealth Management Inc.2,713$53.4K0.00%00.0%Unchanged
Harbor Investment Advisory, LLC2,500$49.2K0.00%00.0%Unchanged
Beacon Capital Management, LLC2,379$46.8K0.01%00.0%Unchanged
Harbour Investments, Inc.2,319$45.6K0.00%+10+0.4%Added
Opal Wealth Advisors, LLC2,000$39.3K0.01%+2,000New
Allworth Financial LP1,600$31.9K0.00%+32+2.0%Added
Principal Securities, Inc.1,430$28.0K0.00%00.0%Unchanged
TCTC Holdings, LLC800$15.7K0.00%00.0%Unchanged
CoreCap Advisors, LLC700$13.8K0.00%00.0%Unchanged
AdvisorNet Financial, Inc666$13.1K0.00%−333−33.3%Reduced
FNY Investment Advisers, LLC600$11.0K0.01%+600New
Sunbelt Securities, Inc.348$6.84K0.00%00.0%Unchanged
Salem Investment Counselors Inc150$2.98K0.00%00.0%Unchanged
Huntington National Bank–$200.00%––
Sequoia Financial Advisors, LLC0$00.00%−10,628−100.0%Sold out
Kestra Private Wealth Services, LLC0$00.00%−10,230−100.0%Sold out
Tucker Asset Management LLC0$00.00%−500−100.0%Sold out
WPG Advisers, LLC0$00.00%−34−100.0%Sold out