Nuveen Preferred & Income Opportunities Fund
JPC- 交易所
- NYSE
- SEC CIK
- 0001216583
近 90 天，Nuveen Preferred & Income Opportunities Fund 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 334 家機構在 13F 申報持有，市值合計 $5.19 億；沒有大師持有。
2021 年第 2 季 13F 持有人
Nuveen Preferred & Income Opportunities Fund 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 126
- 較 2021 年第 1 季 −1 家
- 持有股數
- 2,066 萬
- 較 2021 年第 1 季 +35.8 萬 (+1.8%)
- 總市值
- $2.08 億
- 較 2021 年第 1 季 +$1,506 萬 (+7.8%)
- 新進機構
- 15
- 另有 40 家加碼
- 清倉機構
- 16
- 另有 33 家減碼
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 JPC 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 334 | $5.19 億 |
| 2026 年第 1 季 | 326 | $4.91 億 |
| 2025 年第 4 季 | 330 | $5.30 億 |
| 2025 年第 3 季 | 314 | $5.41 億 |
| 2025 年第 2 季 | 289 | $4.72 億 |
| 2025 年第 1 季 | 284 | $4.87 億 |
| 2024 年第 4 季 | 298 | $4.96 億 |
| 2024 年第 3 季 | 289 | $5.24 億 |
| 2024 年第 2 季 | 281 | $5.80 億 |
| 2024 年第 1 季 | 286 | $5.81 億 |
| 2023 年第 4 季 | 298 | $5.68 億 |
| 2023 年第 3 季 | 140 | $1.41 億 |
| 2023 年第 2 季 | 129 | $1.32 億 |
| 2023 年第 1 季 | 135 | $1.38 億 |
| 2022 年第 4 季 | 138 | $1.55 億 |
| 2022 年第 3 季 | 134 | $1.49 億 |
| 2022 年第 2 季 | 141 | $1.47 億 |
| 2022 年第 1 季 | 139 | $1.96 億 |
| 2021 年第 4 季 | 141 | $2.25 億 |
| 2021 年第 3 季 | 127 | $2.03 億 |
| 2021 年第 2 季 | 126 | $2.08 億 |
| 2021 年第 1 季 | 127 | $1.93 億 |
2021 年第 2 季持有機構
每家機構持有 Nuveen Preferred & Income Opportunities Fund 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $0 | 0.00% | +1 | 新進 |
| CWM, LLC | 122 | $1,000 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 136 | $1,000 | 0.00% | 00.0% | 不變 |
| Valley National Advisers Inc | 215 | $2,000 | 0.00% | +215 | 新進 |
| First Horizon Corp | 400 | $3,000 | 0.00% | +400 | 新進 |
| NEXT Financial Group, Inc | 500 | $5,000 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 669 | $6,677 | 0.00% | 00.0% | 不變 |
| Financial Avengers, Inc. | 869 | $9,000 | 0.01% | 00.0% | 不變 |
| Assetmark, Inc | 922 | $9,000 | 0.00% | +922 | 新進 |
| Parkside Financial Bank & Trust | 998 | $1.00 萬 | 0.00% | +998 | 新進 |
| Jacobi Capital Management LLC | 1,250 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Reilly Financial Advisors, LLC | 1,390 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 1,580 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Advisory Services Network, LLC | 2,211 | $2.20 萬 | 0.00% | +2,211 | 新進 |
| Huntington National Bank | – | $2.50 萬 | 0.00% | – | 新進 |
| Thomas J. Herzfeld Advisors, Inc. | 2,790 | $2.80 萬 | 0.01% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 2,900 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 3,549 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 3,900 | $3.90 萬 | 0.01% | 00.0% | 不變 |
| Carroll Financial Associates, Inc. | 5,000 | $4.90 萬 | 0.00% | 00.0% | 不變 |
| Arkadios Wealth Advisors | 4,930 | $4.90 萬 | 0.01% | +3,970+413.5% | 加碼 |
| Albion Financial Group | 5,000 | $5.00 萬 | 0.00% | +5,000 | 新進 |
| Oakworth Capital, Inc. | 6,000 | $6.00 萬 | 0.01% | 00.0% | 不變 |
| James Investment Research Inc | 7,000 | $7.00 萬 | 0.01% | 00.0% | 不變 |
| Atlas Private Wealth Advisors | 7,000 | $7.00 萬 | 0.04% | 00.0% | 不變 |
| American Portfolios Advisors | 7,300 | $7.29 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 7,580 | $7.60 萬 | 0.00% | +4,580+152.7% | 加碼 |
| FNY Investment Advisers, LLC | 8,000 | $7.90 萬 | 0.03% | +222+2.9% | 加碼 |
| Shufro Rose & Co LLC | 10,000 | $10.0 萬 | 0.01% | 00.0% | 不變 |
| Covington Capital Management | 10,052 | $10.0 萬 | 0.00% | 00.0% | 不變 |
| Kerntke Otto McGlone Wealth Management Group | 10,017 | $10.0 萬 | 0.04% | +10,017 | 新進 |
| Apollon Wealth Management, LLC | 10,089 | $10.1 萬 | 0.02% | +10,089 | 新進 |
| Northern Trust Corp | 10,300 | $10.3 萬 | 0.00% | −30,300−74.6% | 減碼 |
| Boenning & Scattergood, Inc. | 10,600 | $10.6 萬 | 0.02% | +10,600 | 新進 |
| CoreFirst Bank & Trust | 10,746 | $10.7 萬 | 0.07% | −80−0.7% | 減碼 |
| Private Wealth Partners, LLC | 11,000 | $11.0 萬 | 0.01% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 11,159 | $11.1 萬 | 0.02% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 11,384 | $11.4 萬 | 0.02% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 11,846 | $11.8 萬 | 0.00% | +1,475+14.2% | 加碼 |
| Proequities, Inc. | 11,855 | $11.9 萬 | 0.01% | +7+0.1% | 加碼 |
| National Asset Management, Inc. | 11,839 | $11.9 萬 | 0.00% | +11,839 | 新進 |
| The PNC Financial Services Group, Inc. | 13,060 | $13.0 萬 | 0.00% | −5,000−27.7% | 減碼 |
| Homrich & Berg | 13,000 | $13.0 萬 | 0.00% | +13,000 | 新進 |
| Islay Capital Management, LLC | 13,308 | $13.3 萬 | 0.11% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 14,248 | $14.2 萬 | 0.02% | 00.0% | 不變 |
| Comerica Bank | 14,695 | $14.5 萬 | 0.00% | +257+1.8% | 加碼 |
| Clean Yield Group | 15,000 | $15.0 萬 | 0.06% | +15,000 | 新進 |
| Prospera Financial Services Inc | 15,541 | $15.5 萬 | 0.01% | 00.0% | 不變 |
| Oxbow Advisors, LLC | 16,650 | $16.6 萬 | 0.02% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 17,234 | $17.2 萬 | 0.00% | −37,433−68.5% | 減碼 |
| Telemus Capital, LLC | 17,450 | $17.4 萬 | 0.01% | −190−1.1% | 減碼 |
| Avantax Advisory Services, Inc. | 17,470 | $17.5 萬 | 0.00% | +106+0.6% | 加碼 |
| XML Financial, LLC | 17,797 | $17.8 萬 | 0.04% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 18,398 | $18.4 萬 | 0.00% | −1,489−7.5% | 減碼 |
| Eudaimonia Partners, LLC | 18,900 | $18.9 萬 | 0.04% | 00.0% | 不變 |
| Citigroup Inc | 19,321 | $19.3 萬 | 0.00% | −1,218−5.9% | 減碼 |
| Independent Financial Group, LLC | 19,597 | $19.6 萬 | 0.02% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 19,868 | $19.8 萬 | 0.00% | −655−3.2% | 減碼 |
| Hollencrest Capital Management | 20,188 | $20.1 萬 | 0.02% | 00.0% | 不變 |
| Busey Wealth Management | 22,115 | $22.1 萬 | 0.01% | 00.0% | 不變 |
| Truist Financial Corp | 23,615 | $23.6 萬 | 0.00% | −3,898−14.2% | 減碼 |
| Ausdal Financial Partners, Inc. | 24,004 | $24.0 萬 | 0.04% | −52−0.2% | 減碼 |
| Ameritas Investment Company, LLC | 24,754 | $24.7 萬 | 0.01% | +24,324+5,656.7% | 加碼 |
| Harbor Financial Services, LLC | 25,000 | $25.0 萬 | 0.11% | 00.0% | 不變 |
| HighTower Advisors, LLC | 26,134 | $25.8 萬 | 0.00% | +2,548+10.8% | 加碼 |
| Kestra Advisory Services, LLC | 26,020 | $26.0 萬 | 0.00% | −5,333−17.0% | 減碼 |
| Aj Wealth Strategies, LLC | 27,352 | $27.3 萬 | 0.02% | 00.0% | 不變 |
| Noesis Capital Mangement Corp | 28,900 | $28.6 萬 | 0.06% | 00.0% | 不變 |
| Cetera Investment Advisers | 28,852 | $28.8 萬 | 0.00% | +6,887+31.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 30,615 | $30.5 萬 | 0.00% | +1,034+3.5% | 加碼 |
| Wealthcare Advisory Partners LLC | 33,087 | $33.0 萬 | 0.02% | +300+0.9% | 加碼 |
| Creative Planning | 33,274 | $33.2 萬 | 0.00% | −801−2.4% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 36,199 | $36.1 萬 | 0.00% | −470−1.3% | 減碼 |
| Envestnet Asset Management Inc | 36,338 | $36.3 萬 | 0.00% | −21,502−37.2% | 減碼 |
| Investors Asset Management of Georgia Inc | 36,500 | $36.4 萬 | 0.20% | −3,500−8.8% | 減碼 |
| Edge Wealth Management LLC | 36,996 | $37.1 萬 | 0.08% | +308+0.8% | 加碼 |
| Meridian Investment Counsel Inc. | 42,038 | $42.0 萬 | 0.15% | −1,592−3.6% | 減碼 |
| Live Oak Private Wealth LLC | 43,136 | $43.0 萬 | 0.09% | 00.0% | 不變 |
| Jackson Hole Capital Partners, LLC | 43,496 | $43.4 萬 | 0.15% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 43,995 | $43.9 萬 | 0.05% | +1,000+2.3% | 加碼 |
| Guggenheim Capital LLC | 44,462 | $44.4 萬 | 0.00% | +10,419+30.6% | 加碼 |
| Spire Wealth Management | 47,737 | $47.6 萬 | 0.01% | −798−1.6% | 減碼 |
| AE Wealth Management LLC | 48,942 | $48.8 萬 | 0.00% | +5,224+11.9% | 加碼 |
| Arcus Capital Partners, LLC | 50,264 | $50.2 萬 | 0.23% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 53,239 | $53.1 萬 | 0.00% | −9,958−15.8% | 減碼 |
| LexAurum Advisors, LLC | 57,040 | $56.9 萬 | 0.17% | +57,040 | 新進 |
| Mid Atlantic Financial Management Inc | 67,066 | $66.9 萬 | 0.05% | −6,000−8.2% | 減碼 |
| Landscape Capital Management, L.L.C. | 70,417 | $70.3 萬 | 0.09% | −57,242−44.8% | 減碼 |
| First Foundation Advisors | 70,465 | $70.3 萬 | 0.03% | +8,361+13.5% | 加碼 |
| Wedbush Securities Inc | 80,315 | $80.2 萬 | 0.04% | +2,256+2.9% | 加碼 |
| Orion Portfolio Solutions, LLC | 84,309 | $84.1 萬 | 0.03% | −1,993−2.3% | 減碼 |
| Mosaic Family Wealth, LLC | 98,787 | $98.6 萬 | 0.29% | +1,115+1.1% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 106,272 | $106.1 萬 | 0.05% | −644−0.6% | 減碼 |
| Capital Investment Advisors, LLC | 111,649 | $111.4 萬 | 0.04% | −200−0.2% | 減碼 |
| Rockefeller Capital Management L.P. | 122,678 | $122.4 萬 | 0.01% | +38,178+45.2% | 加碼 |
| RMB Capital Management, LLC | 133,133 | $132.9 萬 | 0.04% | −15,465−10.4% | 減碼 |
| Dixon Hubard Feinour & Brown Inc | 142,300 | $142.0 萬 | 0.30% | −600−0.4% | 減碼 |
| Janney Montgomery Scott LLC | 155,599 | $155.3 萬 | 0.01% | +11,110+7.7% | 加碼 |
| Shaker Financial Services, LLC | 156,496 | $156.2 萬 | 0.58% | −27,864−15.1% | 減碼 |
| Stifel Financial Corp | 158,707 | $158.4 萬 | 0.00% | +1,324+0.8% | 加碼 |