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。
2022 年第 1 季 13F 持有人
Nuveen Preferred & Income Opportunities Fund 在 2022/3/31 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
- 139
- 較 2021 年第 4 季 +3 家
- 持有股數
- 2,288 萬
- 較 2021 年第 4 季 −5.26 萬 (−0.2%)
- 總市值
- $1.96 億
- 較 2021 年第 4 季 −$2,751 萬 (−12.3%)
- 新進機構
- 22
- 另有 46 家加碼
- 清倉機構
- 19
- 另有 31 家減碼
另有 5 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 3,738,744 | $3,208 萬 | 4.44% | −103,056−2.7% | 減碼 |
| Sit Investment Associates Inc | 1,707,862 | $1,465 萬 | 0.39% | −650,492−27.6% | 減碼 |
| Invesco Ltd. | 1,556,678 | $1,336 萬 | 0.00% | +9,029+0.6% | 加碼 |
| Parametric Portfolio Associates LLC | 1,444,327 | $1,239 萬 | 0.01% | +171,577+13.5% | 加碼 |
| Morgan Stanley | 1,187,566 | $1,019 萬 | 0.00% | −417,004−26.0% | 減碼 |
| Cohen & Steers, Inc. | 974,368 | $836.0 萬 | 0.01% | −64,288−6.2% | 減碼 |
| Penserra Capital Management LLC | 914,543 | $784.6 萬 | 0.19% | +409,486+81.1% | 加碼 |
| Raymond James & Associates | 800,520 | $686.8 萬 | 0.01% | +166,799+26.3% | 加碼 |
| Wells Fargo & Company | 755,692 | $648.4 萬 | 0.00% | +30,450+4.2% | 加碼 |
| Commonwealth Equity Services, LLC | 478,556 | $410.6 萬 | 0.01% | +20,828+4.6% | 加碼 |
| Ibex Wealth Advisors | 456,704 | $391.9 萬 | 0.75% | −26,539−5.5% | 減碼 |
| Protective Life Corp | 440,000 | $377.5 萬 | 3.40% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 393,506 | $337.6 萬 | 1.27% | +23,819+6.4% | 加碼 |
| Brinker Capital Investments, LLC | 335,944 | $288.2 萬 | 0.04% | −4,854−1.4% | 減碼 |
| UBS Group AG | 322,916 | $277.1 萬 | 0.00% | +3,774+1.2% | 加碼 |
| Rivernorth Capital Management, LLC | 311,621 | $267.4 萬 | 0.10% | +311,621 | 新進 |
| First Trust Advisors LP | 310,459 | $266.4 萬 | 0.00% | −326−0.1% | 減碼 |
| Bank of America Corp | 302,701 | $259.7 萬 | 0.00% | −75,337−19.9% | 減碼 |
| Moors & Cabot, Inc. | 282,109 | $242.0 萬 | 0.15% | +18,258+6.9% | 加碼 |
| Ameriprise Financial Inc | 260,576 | $223.6 萬 | 0.00% | +35,971+16.0% | 加碼 |
| Guggenheim Capital LLC | 258,145 | $221.5 萬 | 0.01% | +99,761+63.0% | 加碼 |
| LPL Financial LLC | 252,435 | $216.6 萬 | 0.00% | −973−0.4% | 減碼 |
| Envestnet Asset Management Inc | 233,863 | $200.7 萬 | 0.00% | +12,312+5.6% | 加碼 |
| Truist Financial Corp | 219,757 | $188.5 萬 | 0.00% | −2,003−0.9% | 減碼 |
| Fiera Capital Corp | 215,242 | $184.7 萬 | 0.00% | +44,162+25.8% | 加碼 |
| Claybrook Capital, LLC | 208,330 | $178.7 萬 | 0.89% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 201,639 | $173.0 萬 | 0.14% | −288,287−58.8% | 減碼 |
| Royal Bank of Canada | 193,930 | $166.4 萬 | 0.00% | −3,518−1.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 183,961 | $157.8 萬 | 0.04% | +49,779+37.1% | 加碼 |
| E&G Advisors, LP | 168,700 | $144.7 萬 | 0.40% | −4,600−2.7% | 減碼 |
| Stifel Financial Corp | 164,156 | $140.9 萬 | 0.00% | +12,882+8.5% | 加碼 |
| Advisor Group Holdings, Inc. | 156,935 | $134.7 萬 | 0.00% | −3,874−2.4% | 減碼 |
| Janney Montgomery Scott LLC | 156,600 | $134.4 萬 | 0.01% | +10,679+7.3% | 加碼 |
| Private Advisor Group, LLC | 146,483 | $125.7 萬 | 0.01% | −10.0% | 減碼 |
| Rockefeller Capital Management L.P. | 143,842 | $123.4 萬 | 0.01% | −12,513−8.0% | 減碼 |
| RMB Capital Management, LLC | 134,587 | $115.5 萬 | 0.04% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 133,645 | $114.7 萬 | 0.15% | +71,140+113.8% | 加碼 |
| Dixon Hubard Feinour & Brown Inc | 127,850 | $109.7 萬 | 0.11% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 123,920 | $106.3 萬 | 0.01% | +123,920 | 新進 |
| MSH Capital Advisors LLC | 123,356 | $105.8 萬 | 0.44% | +18,200+17.3% | 加碼 |
| TCG Advisory Services, LLC | 117,049 | $100.4 萬 | 0.27% | −287,050−71.0% | 減碼 |
| Capital Investment Advisors, LLC | 103,024 | $88.4 萬 | 0.03% | −2,000−1.9% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 78,800 | $67.6 萬 | 0.04% | +17,554+28.7% | 加碼 |
| Logan Stone Capital, LLC | 78,787 | $67.6 萬 | 0.49% | +78,787 | 新進 |
| Thrivent Financial for Lutherans | 71,800 | $61.6 萬 | 0.00% | +32,950+84.8% | 加碼 |
| Wedbush Securities Inc | 70,020 | $60.1 萬 | 0.03% | −9,261−11.7% | 減碼 |
| AE Wealth Management LLC | 68,919 | $59.1 萬 | 0.00% | +10,892+18.8% | 加碼 |
| GWM Advisors LLC | 68,613 | $58.9 萬 | 0.01% | +4,188+6.5% | 加碼 |
| Orion Portfolio Solutions, LLC | 63,672 | $54.6 萬 | 0.02% | −20,801−24.6% | 減碼 |
| Operose Advisors LLC | 63,465 | $54.5 萬 | 0.38% | +22,161+53.7% | 加碼 |
| CNH Partners LLC | 63,508 | $54.5 萬 | 0.01% | +63,508 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 62,531 | $53.7 萬 | 0.00% | +17,925+40.2% | 加碼 |
| Cetera Advisor Networks LLC | 59,170 | $50.8 萬 | 0.01% | +17,438+41.8% | 加碼 |
| LexAurum Advisors, LLC | 57,040 | $48.9 萬 | 0.16% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 57,046 | $48.9 萬 | 0.00% | +713+1.3% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 53,665 | $46.0 萬 | 0.00% | +311+0.6% | 加碼 |
| Carnegie Capital Asset Management, LLC | 51,350 | $44.1 萬 | 0.02% | +5,020+10.8% | 加碼 |
| Arcus Capital Partners, LLC | 50,264 | $43.1 萬 | 0.15% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 46,945 | $40.2 萬 | 0.04% | +3,319+7.6% | 加碼 |
| Jackson Hole Capital Partners, LLC | 43,496 | $37.3 萬 | 0.11% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 43,136 | $37.0 萬 | 0.07% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 39,580 | $34.0 萬 | 0.12% | 00.0% | 不變 |
| Investors Asset Management of Georgia Inc | 35,500 | $30.5 萬 | 0.15% | 00.0% | 不變 |
| Creative Planning | 31,795 | $27.3 萬 | 0.00% | +1,390+4.6% | 加碼 |
| Wealthcare Advisory Partners LLC | 31,087 | $26.7 萬 | 0.02% | −1,500−4.6% | 減碼 |
| Ameritas Advisory Services, LLC | 30,374 | $26.1 萬 | 0.01% | +1,572+5.5% | 加碼 |
| Ausdal Financial Partners, Inc. | 29,787 | $25.6 萬 | 0.03% | +5,952+25.0% | 加碼 |
| Level Four Advisory Services, LLC | 27,000 | $23.2 萬 | 0.02% | +1,000+3.8% | 加碼 |
| HighTower Advisors, LLC | 25,273 | $21.7 萬 | 0.00% | −3,166−11.1% | 減碼 |
| Money Concepts Capital Corp | 24,400 | $20.9 萬 | 0.01% | +24,400 | 新進 |
| Baird Financial Group, Inc. | 24,052 | $20.6 萬 | 0.00% | +1,367+6.0% | 加碼 |
| Lifeworks Advisors, LLC | 22,958 | $19.7 萬 | 0.13% | +22,958 | 新進 |
| Fifth Third Bancorp | 22,115 | $19.0 萬 | 0.00% | 00.0% | 不變 |
| Aj Wealth Strategies, LLC | 21,921 | $18.8 萬 | 0.01% | 00.0% | 不變 |
| Independent Financial Group, LLC | 20,673 | $17.7 萬 | 0.01% | +400+2.0% | 加碼 |
| DF Dent & Co Inc | 19,723 | $16.9 萬 | 0.00% | +19,723 | 新進 |
| Stonegate Investment Group, LLC | 19,599 | $16.8 萬 | 0.01% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 19,052 | $16.5 萬 | 0.00% | −68−0.4% | 減碼 |
| Atria Wealth Solutions, Inc. | 19,125 | $16.5 萬 | 0.00% | +19,125 | 新進 |
| Eudaimonia Partners, LLC | 18,900 | $16.2 萬 | 0.03% | +18,900 | 新進 |
| CoreCap Advisors, LLC | 18,632 | $16.0 萬 | 0.01% | −6,146−24.8% | 減碼 |
| Private Wealth Partners, LLC | 18,000 | $15.4 萬 | 0.01% | 00.0% | 不變 |
| XML Financial, LLC | 17,797 | $15.3 萬 | 0.02% | 00.0% | 不變 |
| Shufro Rose & Co LLC | 17,500 | $15.0 萬 | 0.01% | +7,500+75.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 17,302 | $14.8 萬 | 0.00% | +17+0.1% | 加碼 |
| Oxbow Advisors, LLC | 16,650 | $14.3 萬 | 0.01% | 00.0% | 不變 |
| Western Wealth Management, LLC | 16,624 | $14.2 萬 | 0.01% | +16,624 | 新進 |
| American Portfolios Advisors | 15,674 | $13.4 萬 | 0.00% | +174+1.1% | 加碼 |
| InterOcean Capital Group, LLC | 15,000 | $12.9 萬 | 0.01% | +1,500+11.1% | 加碼 |
| Hollencrest Capital Management | 14,557 | $12.5 萬 | 0.01% | 00.0% | 不變 |
| Pacific Wealth Strategies Group, Inc. | 14,562 | $12.5 萬 | 0.05% | +129+0.9% | 加碼 |
| Comerica Bank | 15,071 | $12.4 萬 | 0.00% | +189+1.3% | 加碼 |
| Cetera Advisors LLC | 14,350 | $12.3 萬 | 0.00% | 00.0% | 不變 |
| Cetera Investment Advisers | 14,138 | $12.1 萬 | 0.00% | −4,930−25.9% | 減碼 |
| The PNC Financial Services Group, Inc. | 13,592 | $11.7 萬 | 0.00% | +532+4.1% | 加碼 |
| United Capital Financial Advisers, LLC | 13,541 | $11.6 萬 | 0.00% | 00.0% | 不變 |
| Islay Capital Management, LLC | 13,308 | $11.4 萬 | 0.09% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 13,248 | $11.4 萬 | 0.01% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 13,222 | $11.3 萬 | 0.01% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 12,800 | $11.0 萬 | 0.03% | +12,800 | 新進 |