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 4 季 13F 持有人
Nuveen Preferred & Income Opportunities Fund 在 2021/12/31 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
- 141
- 較 2021 年第 3 季 +19 家
- 持有股數
- 2,305 萬
- 較 2021 年第 3 季 +270.0 萬 (+13.3%)
- 總市值
- $2.25 億
- 較 2021 年第 3 季 +$2,347 萬 (+11.6%)
- 新進機構
- 33
- 另有 39 家加碼
- 清倉機構
- 14
- 另有 33 家減碼
另有 5 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 3,841,800 | $3,750 萬 | 3.67% | +842,492+28.1% | 加碼 |
| Sit Investment Associates Inc | 2,358,354 | $2,302 萬 | 0.54% | +513,936+27.9% | 加碼 |
| Morgan Stanley | 1,604,570 | $1,566 萬 | 0.00% | +5,781+0.4% | 加碼 |
| Invesco Ltd. | 1,547,649 | $1,511 萬 | 0.00% | +431,270+38.6% | 加碼 |
| Parametric Portfolio Associates LLC | 1,272,750 | $1,242 萬 | 0.01% | +174,165+15.9% | 加碼 |
| Cohen & Steers, Inc. | 1,038,656 | $1,014 萬 | 0.02% | −63,256−5.7% | 減碼 |
| Wells Fargo & Company | 725,242 | $707.8 萬 | 0.00% | −42,768−5.6% | 減碼 |
| Raymond James & Associates | 633,721 | $618.5 萬 | 0.00% | −24,927−3.8% | 減碼 |
| Penserra Capital Management LLC | 505,057 | $492.9 萬 | 0.11% | +7,008+1.4% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 489,926 | $478.1 萬 | 0.38% | +489,768+309,979.7% | 加碼 |
| Ibex Wealth Advisors | 483,243 | $471.6 萬 | 0.83% | −115,202−19.3% | 減碼 |
| Commonwealth Equity Services, LLC | 457,728 | $446.7 萬 | 0.01% | +13,178+3.0% | 加碼 |
| Protective Life Corp | 440,000 | $429.4 萬 | 3.77% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 404,099 | $394.4 萬 | 0.93% | −31,101−7.1% | 減碼 |
| Bank of America Corp | 378,038 | $369.0 萬 | 0.00% | −3,262−0.9% | 減碼 |
| Shaker Financial Services, LLC | 369,687 | $360.8 萬 | 1.27% | +225,845+157.0% | 加碼 |
| Brinker Capital Investments, LLC | 340,798 | $332.6 萬 | 0.05% | −2,441−0.7% | 減碼 |
| UBS Group AG | 319,142 | $311.5 萬 | 0.00% | +4,515+1.4% | 加碼 |
| First Trust Advisors LP | 310,785 | $303.3 萬 | 0.00% | +4,355+1.4% | 加碼 |
| Moors & Cabot, Inc. | 263,851 | $257.5 萬 | 0.16% | −275,783−51.1% | 減碼 |
| LPL Financial LLC | 253,408 | $247.3 萬 | 0.00% | −4,922−1.9% | 減碼 |
| Ameriprise Financial Inc | 224,605 | $219.2 萬 | 0.00% | +17,665+8.5% | 加碼 |
| Truist Financial Corp | 221,760 | $216.5 萬 | 0.00% | +111,896+101.8% | 加碼 |
| Envestnet Asset Management Inc | 221,551 | $216.2 萬 | 0.00% | +108,553+96.1% | 加碼 |
| Claybrook Capital, LLC | 208,330 | $203.3 萬 | 0.95% | +18,585+9.8% | 加碼 |
| Royal Bank of Canada | 197,448 | $192.6 萬 | 0.00% | −103,433−34.4% | 減碼 |
| E&G Advisors, LP | 173,300 | $169.1 萬 | 0.42% | 00.0% | 不變 |
| Fiera Capital Corp | 171,080 | $167.0 萬 | 0.00% | +4,636+2.8% | 加碼 |
| Advisor Group Holdings, Inc. | 160,809 | $157.0 萬 | 0.00% | −34,311−17.6% | 減碼 |
| Guggenheim Capital LLC | 158,384 | $154.6 萬 | 0.01% | +58,045+57.8% | 加碼 |
| Rockefeller Capital Management L.P. | 156,355 | $152.6 萬 | 0.01% | −6,045−3.7% | 減碼 |
| Stifel Financial Corp | 151,274 | $147.7 萬 | 0.00% | −2,078−1.4% | 減碼 |
| Private Advisor Group, LLC | 146,484 | $143.0 萬 | 0.01% | −14,401−9.0% | 減碼 |
| Janney Montgomery Scott LLC | 145,921 | $142.4 萬 | 0.01% | −12,850−8.1% | 減碼 |
| RMB Capital Management, LLC | 134,587 | $131.4 萬 | 0.04% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 134,182 | $131.0 萬 | 0.03% | +84,451+169.8% | 加碼 |
| Dixon Hubard Feinour & Brown Inc | 127,850 | $124.8 萬 | 0.12% | −14,450−10.2% | 減碼 |
| MSH Capital Advisors LLC | 105,156 | $102.6 萬 | 0.46% | +105,156 | 新進 |
| Capital Investment Advisors, LLC | 105,024 | $102.5 萬 | 0.03% | −800−0.8% | 減碼 |
| Mosaic Family Wealth, LLC | 86,890 | $84.8 萬 | 0.22% | −12,081−12.2% | 減碼 |
| Orion Portfolio Solutions, LLC | 84,473 | $82.4 萬 | 0.03% | +955+1.1% | 加碼 |
| Wedbush Securities Inc | 79,281 | $77.4 萬 | 0.03% | +715+0.9% | 加碼 |
| GWM Advisors LLC | 64,425 | $62.9 萬 | 0.01% | +64,425 | 新進 |
| Landscape Capital Management, L.L.C. | 62,505 | $61.0 萬 | 0.09% | +62,505 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 61,246 | $59.8 萬 | 0.03% | +61,246 | 新進 |
| AE Wealth Management LLC | 58,027 | $56.6 萬 | 0.00% | +1,631+2.9% | 加碼 |
| LexAurum Advisors, LLC | 57,040 | $55.7 萬 | 0.18% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 56,333 | $54.9 萬 | 0.00% | +22,023+64.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 53,354 | $52.1 萬 | 0.00% | −1,793−3.3% | 減碼 |
| Arcus Capital Partners, LLC | 50,264 | $49.1 萬 | 0.17% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 46,330 | $45.2 萬 | 0.01% | +46,330 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 44,606 | $43.5 萬 | 0.00% | +7,615+20.6% | 加碼 |
| Kovack Advisors, Inc. | 43,626 | $42.6 萬 | 0.04% | 00.0% | 不變 |
| Jackson Hole Capital Partners, LLC | 43,496 | $42.5 萬 | 0.13% | 00.0% | 不變 |
| Spire Wealth Management | 42,901 | $42.3 萬 | 0.01% | −2,004−4.5% | 減碼 |
| Live Oak Private Wealth LLC | 43,136 | $42.1 萬 | 0.08% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 41,732 | $40.7 萬 | 0.00% | −167,215−80.0% | 減碼 |
| Operose Advisors LLC | 41,304 | $40.3 萬 | 0.33% | +41,304 | 新進 |
| Meridian Investment Counsel Inc. | 39,580 | $38.6 萬 | 0.13% | −2,125−5.1% | 減碼 |
| Thrivent Financial for Lutherans | 38,850 | $37.9 萬 | 0.00% | +38,850 | 新進 |
| Investors Asset Management of Georgia Inc | 35,500 | $34.6 萬 | 0.16% | −1,000−2.7% | 減碼 |
| Wealthcare Advisory Partners LLC | 32,587 | $31.8 萬 | 0.02% | 00.0% | 不變 |
| Creative Planning | 30,405 | $29.7 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 28,802 | $28.1 萬 | 0.01% | +28,802 | 新進 |
| HighTower Advisors, LLC | 28,439 | $27.8 萬 | 0.00% | +1,309+4.8% | 加碼 |
| Millennium Management LLC | 28,452 | $27.8 萬 | 0.00% | +28,452 | 新進 |
| Level Four Advisory Services, LLC | 26,000 | $25.4 萬 | 0.02% | +26,000 | 新進 |
| CoreCap Advisors, LLC | 24,778 | $24.2 萬 | 0.02% | +24,778 | 新進 |
| Ausdal Financial Partners, Inc. | 23,835 | $23.3 萬 | 0.03% | −100−0.4% | 減碼 |
| Noesis Capital Mangement Corp | 22,600 | $22.1 萬 | 0.04% | −6,300−21.8% | 減碼 |
| Baird Financial Group, Inc. | 22,685 | $22.1 萬 | 0.00% | +500+2.3% | 加碼 |
| Fifth Third Bancorp | 22,115 | $21.6 萬 | 0.00% | +22,115 | 新進 |
| Aj Wealth Strategies, LLC | 21,921 | $21.4 萬 | 0.01% | −5,431−19.9% | 減碼 |
| D.A. Davidson & Co. | 21,183 | $20.6 萬 | 0.00% | +191+0.9% | 加碼 |
| Independent Financial Group, LLC | 20,273 | $19.8 萬 | 0.02% | +1,961+10.7% | 加碼 |
| Stonegate Investment Group, LLC | 19,599 | $19.1 萬 | 0.01% | +19,599 | 新進 |
| Avantax Advisory Services, Inc. | 19,120 | $18.7 萬 | 0.00% | +3,251+20.5% | 加碼 |
| Cetera Investment Advisers | 19,068 | $18.6 萬 | 0.00% | −13,677−41.8% | 減碼 |
| Harbour Investments, Inc. | 18,420 | $18.0 萬 | 0.01% | +10,840+143.0% | 加碼 |
| Private Wealth Partners, LLC | 18,000 | $17.6 萬 | 0.01% | +7,000+63.6% | 加碼 |
| XML Financial, LLC | 17,797 | $17.4 萬 | 0.02% | 00.0% | 不變 |
| Autumn Glory Partners, LLC | 17,336 | $17.0 萬 | 0.07% | +17,336 | 新進 |
| Steward Partners Investment Advisory, LLC | 17,285 | $16.9 萬 | 0.00% | +30+0.2% | 加碼 |
| Oxbow Advisors, LLC | 16,650 | $16.3 萬 | 0.02% | 00.0% | 不變 |
| American Portfolios Advisors | 15,500 | $15.1 萬 | 0.01% | +8,200+112.3% | 加碼 |
| Hollencrest Capital Management | 14,557 | $14.2 萬 | 0.01% | −5,631−27.9% | 減碼 |
| Pacific Wealth Strategies Group, Inc. | 14,433 | $14.1 萬 | 0.05% | +120+0.8% | 加碼 |
| Cetera Advisors LLC | 14,350 | $14.0 萬 | 0.00% | +450+3.2% | 加碼 |
| Proequities, Inc. | 14,329 | $14.0 萬 | 0.01% | +2,468+20.8% | 加碼 |
| Comerica Bank | 14,882 | $13.5 萬 | 0.00% | +217+1.5% | 加碼 |
| United Capital Financial Advisers, LLC | 13,541 | $13.2 萬 | 0.00% | −13,919−50.7% | 減碼 |
| InterOcean Capital Group, LLC | 13,500 | $13.2 萬 | 0.01% | +13,500 | 新進 |
| Islay Capital Management, LLC | 13,308 | $13.0 萬 | 0.10% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 13,248 | $12.9 萬 | 0.01% | −1,000−7.0% | 減碼 |
| Schechter Investment Advisors, LLC | 13,222 | $12.9 萬 | 0.01% | +13,222 | 新進 |
| The PNC Financial Services Group, Inc. | 13,060 | $12.8 萬 | 0.00% | 00.0% | 不變 |
| Boenning & Scattergood, Inc. | 12,900 | $12.6 萬 | 0.02% | −1,000−7.2% | 減碼 |
| Walleye Capital LLC | 12,393 | $12.1 萬 | 0.00% | +12,393 | 新進 |
| National Asset Management, Inc. | 11,776 | $11.5 萬 | 0.00% | −64−0.5% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 11,159 | $10.9 萬 | 0.02% | 00.0% | 不變 |