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 3 季 13F 持有人
Nuveen Preferred & Income Opportunities Fund 在 2021/9/30 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
- 127
- 較 2021 年第 2 季 +3 家
- 持有股數
- 2,049 萬
- 較 2021 年第 2 季 −16.5 萬 (−0.8%)
- 總市值
- $2.03 億
- 較 2021 年第 2 季 −$480.2 萬 (−2.3%)
- 新進機構
- 14
- 另有 37 家加碼
- 清倉機構
- 11
- 另有 30 家減碼
另有 2 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 2,999,308 | $2,969 萬 | 2.52% | −1,084,152−26.5% | 減碼 |
| Sit Investment Associates Inc | 1,844,418 | $1,826 萬 | 0.47% | +117,434+6.8% | 加碼 |
| Morgan Stanley | 1,598,789 | $1,583 萬 | 0.00% | +59,294+3.9% | 加碼 |
| Invesco Ltd. | 1,116,379 | $1,105 萬 | 0.00% | −31,932−2.8% | 減碼 |
| Cohen & Steers, Inc. | 1,101,912 | $1,091 萬 | 0.02% | −121,038−9.9% | 減碼 |
| Parametric Portfolio Associates LLC | 1,098,585 | $1,088 萬 | 0.01% | −32,032−2.8% | 減碼 |
| Wells Fargo & Company | 768,010 | $760.3 萬 | 0.00% | −21,236−2.7% | 減碼 |
| Raymond James & Associates | 658,648 | $652.1 萬 | 0.01% | +72,624+12.4% | 加碼 |
| Ibex Wealth Advisors | 598,445 | $592.5 萬 | 1.14% | −1,287−0.2% | 減碼 |
| Moors & Cabot, Inc. | 539,634 | $535.8 萬 | 0.34% | +278,641+106.8% | 加碼 |
| Penserra Capital Management LLC | 498,049 | $493.0 萬 | 0.10% | +498,049 | 新進 |
| Commonwealth Equity Services, LLC | 444,550 | $440.1 萬 | 0.01% | +40,460+10.0% | 加碼 |
| Protective Life Corp | 440,000 | $435.6 萬 | 3.79% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 435,200 | $430.8 萬 | 1.13% | +16,518+3.9% | 加碼 |
| Bank of America Corp | 381,300 | $377.5 萬 | 0.00% | +54,292+16.6% | 加碼 |
| Brinker Capital Investments, LLC | 343,239 | $339.8 萬 | 0.05% | +1,897+0.6% | 加碼 |
| UBS Group AG | 314,627 | $311.5 萬 | 0.00% | −12,634−3.9% | 減碼 |
| First Trust Advisors LP | 306,430 | $303.4 萬 | 0.00% | +3,643+1.2% | 加碼 |
| Royal Bank of Canada | 300,881 | $297.9 萬 | 0.00% | +10,034+3.4% | 加碼 |
| LPL Financial LLC | 258,330 | $255.7 萬 | 0.00% | −606−0.2% | 減碼 |
| Cetera Advisor Networks LLC | 208,947 | $206.9 萬 | 0.03% | +19,252+10.1% | 加碼 |
| Ameriprise Financial Inc | 206,940 | $204.9 萬 | 0.00% | +1,231+0.6% | 加碼 |
| Advisor Group Holdings, Inc. | 195,120 | $193.2 萬 | 0.00% | +6,663+3.5% | 加碼 |
| Claybrook Capital, LLC | 189,745 | $187.8 萬 | 0.95% | +189,745 | 新進 |
| E&G Advisors, LP | 173,300 | $171.6 萬 | 0.47% | +173,300 | 加碼 |
| Fiera Capital Corp | 166,444 | $164.8 萬 | 0.00% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 162,400 | $160.7 萬 | 0.01% | +39,722+32.4% | 加碼 |
| Private Advisor Group, LLC | 160,885 | $159.3 萬 | 0.01% | −16,026−9.1% | 減碼 |
| Janney Montgomery Scott LLC | 158,771 | $157.2 萬 | 0.01% | +3,172+2.0% | 加碼 |
| Stifel Financial Corp | 153,352 | $151.8 萬 | 0.00% | −5,355−3.4% | 減碼 |
| Shaker Financial Services, LLC | 143,842 | $142.4 萬 | 0.57% | −12,654−8.1% | 減碼 |
| Dixon Hubard Feinour & Brown Inc | 142,300 | $140.9 萬 | 0.30% | 00.0% | 不變 |
| RMB Capital Management, LLC | 134,587 | $133.2 萬 | 0.04% | +1,454+1.1% | 加碼 |
| Envestnet Asset Management Inc | 112,998 | $111.9 萬 | 0.00% | +76,660+211.0% | 加碼 |
| Truist Financial Corp | 109,864 | $108.8 萬 | 0.00% | +86,249+365.2% | 加碼 |
| Capital Investment Advisors, LLC | 105,824 | $104.8 萬 | 0.04% | −5,825−5.2% | 減碼 |
| Guggenheim Capital LLC | 100,339 | $99.3 萬 | 0.01% | +55,877+125.7% | 加碼 |
| Mosaic Family Wealth, LLC | 98,971 | $98.0 萬 | 0.27% | +184+0.2% | 加碼 |
| Orion Portfolio Solutions, LLC | 83,518 | $82.7 萬 | 0.03% | −791−0.9% | 減碼 |
| Wedbush Securities Inc | 78,566 | $77.8 萬 | 0.04% | −1,749−2.2% | 減碼 |
| Mid Atlantic Financial Management Inc | 59,626 | $59.0 萬 | 0.04% | −7,440−11.1% | 減碼 |
| LexAurum Advisors, LLC | 57,040 | $56.5 萬 | 0.17% | 00.0% | 不變 |
| AE Wealth Management LLC | 56,396 | $55.8 萬 | 0.00% | +7,454+15.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 55,147 | $54.6 萬 | 0.00% | +1,908+3.6% | 加碼 |
| Arcus Capital Partners, LLC | 50,264 | $49.8 萬 | 0.19% | 00.0% | 不變 |
| AXS Investments LLC | 50,264 | $49.8 萬 | 0.19% | +50,264 | 新進 |
| Stratos Wealth Partners, LTD. | 49,731 | $49.2 萬 | 0.01% | +29,863+150.3% | 加碼 |
| Spire Wealth Management | 44,905 | $44.5 萬 | 0.01% | −2,832−5.9% | 減碼 |
| Kovack Advisors, Inc. | 43,626 | $43.2 萬 | 0.05% | −369−0.8% | 減碼 |
| Jackson Hole Capital Partners, LLC | 43,496 | $43.1 萬 | 0.14% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 43,136 | $42.7 萬 | 0.09% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 41,705 | $41.3 萬 | 0.15% | −333−0.8% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 36,991 | $36.6 萬 | 0.00% | +792+2.2% | 加碼 |
| Investors Asset Management of Georgia Inc | 36,500 | $36.1 萬 | 0.19% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 34,310 | $33.9 萬 | 0.00% | +3,695+12.1% | 加碼 |
| Cetera Investment Advisers | 32,745 | $32.4 萬 | 0.01% | +3,893+13.5% | 加碼 |
| Wealthcare Advisory Partners LLC | 32,587 | $32.3 萬 | 0.02% | −500−1.5% | 減碼 |
| Creative Planning | 30,405 | $30.1 萬 | 0.00% | −2,869−8.6% | 減碼 |
| Noesis Capital Mangement Corp | 28,900 | $28.6 萬 | 0.06% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 27,977 | $27.7 萬 | 0.00% | +1,957+7.5% | 加碼 |
| United Capital Financial Advisers, LLC | 27,460 | $27.2 萬 | 0.00% | +9,062+49.3% | 加碼 |
| Aj Wealth Strategies, LLC | 27,352 | $27.1 萬 | 0.01% | 00.0% | 不變 |
| HighTower Advisors, LLC | 27,130 | $26.8 萬 | 0.00% | +996+3.8% | 加碼 |
| Ameritas Investment Company, LLC | 26,794 | $26.5 萬 | 0.01% | +2,040+8.2% | 加碼 |
| Harbor Financial Services, LLC | 25,000 | $24.8 萬 | 0.11% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 23,935 | $23.7 萬 | 0.04% | −69−0.3% | 減碼 |
| Baird Financial Group, Inc. | 22,185 | $22.0 萬 | 0.00% | +10,339+87.3% | 加碼 |
| Busey Wealth Management | 22,115 | $21.9 萬 | 0.01% | 00.0% | 不變 |
| D.A. Davidson & Co. | 20,992 | $20.8 萬 | 0.00% | +20,992 | 新進 |
| Hollencrest Capital Management | 20,188 | $20.0 萬 | 0.02% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 18,900 | $18.7 萬 | 0.03% | 00.0% | 不變 |
| Independent Financial Group, LLC | 18,312 | $18.1 萬 | 0.02% | −1,285−6.6% | 減碼 |
| XML Financial, LLC | 17,797 | $17.6 萬 | 0.02% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 17,255 | $17.1 萬 | 0.00% | +21+0.1% | 加碼 |
| Oxbow Advisors, LLC | 16,650 | $16.5 萬 | 0.02% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 15,869 | $15.8 萬 | 0.00% | −1,601−9.2% | 減碼 |
| Clean Yield Group | 15,000 | $14.8 萬 | 0.05% | 00.0% | 不變 |
| Prospera Financial Services Inc | 14,698 | $14.6 萬 | 0.01% | −843−5.4% | 減碼 |
| Comerica Bank | 14,665 | $14.6 萬 | 0.00% | −30−0.2% | 減碼 |
| Flagship Harbor Advisors, LLC | 14,248 | $14.2 萬 | 0.02% | 00.0% | 不變 |
| Pacific Wealth Strategies Group, Inc. | 14,313 | $14.2 萬 | 0.05% | +14,313 | 新進 |
| Cetera Advisors LLC | 13,900 | $13.8 萬 | 0.00% | +13,900 | 新進 |
| Boenning & Scattergood, Inc. | 13,900 | $13.7 萬 | 0.02% | +3,300+31.1% | 加碼 |
| Islay Capital Management, LLC | 13,308 | $13.2 萬 | 0.10% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 13,060 | $13.0 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 11,861 | $11.8 萬 | 0.01% | +6+0.1% | 加碼 |
| National Asset Management, Inc. | 11,840 | $11.8 萬 | 0.00% | +10.0% | 加碼 |
| Moloney Securities Asset Management, LLC | 11,384 | $11.3 萬 | 0.02% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 11,159 | $11.0 萬 | 0.02% | 00.0% | 不變 |
| Private Wealth Partners, LLC | 11,000 | $10.9 萬 | 0.01% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 10,746 | $10.6 萬 | 0.07% | 00.0% | 不變 |
| Private Advisory Group LLC | 10,734 | $10.6 萬 | 0.03% | +10,734 | 新進 |
| Homrich & Berg | 10,500 | $10.4 萬 | 0.00% | −2,500−19.2% | 減碼 |
| Covington Capital Management | 10,052 | $10.0 萬 | 0.00% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 10,117 | $10.0 萬 | 0.01% | +10,117 | 新進 |
| Shufro Rose & Co LLC | 10,000 | $9.90 萬 | 0.01% | 00.0% | 不變 |
| SignalPoint Asset Management, LLC | 10,042 | $9.90 萬 | 0.03% | +10,042 | 新進 |
| Herold Advisors, Inc. | 8,452 | $8.30 萬 | 0.03% | +8,452 | 新進 |
| FNY Investment Advisers, LLC | 8,000 | $7.90 萬 | 0.04% | 00.0% | 不變 |
| Harbour Investments, Inc. | 7,580 | $7.50 萬 | 0.00% | 00.0% | 不變 |