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 3 季 13F 持有人
Nuveen Preferred & Income Opportunities Fund 在 2022/9/30 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
- 134
- 較 2022 年第 2 季 −6 家
- 持有股數
- 2,145 萬
- 較 2022 年第 2 季 +242.0 萬 (+12.7%)
- 總市值
- $1.49 億
- 較 2022 年第 2 季 +$355.2 萬 (+2.4%)
- 新進機構
- 16
- 另有 33 家加碼
- 清倉機構
- 22
- 另有 49 家減碼
另有 1 家機構在 2022 年第 2 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 18 | $0 | 0.00% | +18 | 新進 |
| Gradient Investments LLC | 42 | $0 | 0.00% | +42 | 新進 |
| EverSource Wealth Advisors, LLC | 16 | $0 | 0.00% | +16 | 新進 |
| Parallel Advisors, LLC | 136 | $1,000 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 350 | $2,000 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 302 | $2,000 | 0.00% | +302 | 新進 |
| CWM, LLC | 377 | $3,000 | 0.00% | +301+396.1% | 加碼 |
| Caldwell Trust Co | 669 | $4,650 | 0.00% | 00.0% | 不變 |
| Barrett & Company, Inc. | 750 | $5,460 | 0.00% | +750 | 新進 |
| Citigroup Inc | 1,000 | $7,000 | 0.00% | −3,400−77.3% | 減碼 |
| Citizens National Bank Trust Department | 1,400 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 1,580 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| FNY Investment Advisers, LLC | 2,000 | $1.30 萬 | 0.01% | 00.0% | 不變 |
| Householder Group Estate & Retirement Specialist, LLC | 1,939 | $1.30 萬 | 0.01% | +1,939 | 新進 |
| IAG Wealth Partners, LLC | 2,711 | $1.90 萬 | 0.01% | 00.0% | 不變 |
| Accel Wealth Management | 3,050 | $2.20 萬 | 0.01% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 3,385 | $2.40 萬 | 0.01% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 3,672 | $2.50 萬 | 0.02% | +11+0.3% | 加碼 |
| Sound Income Strategies, LLC | 3,900 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Marquette Asset Management, LLC | 4,190 | $2.90 萬 | 0.01% | −917−18.0% | 減碼 |
| Private Trust Co NA | 4,233 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 4,675 | $3.20 萬 | 0.00% | −2,187−31.9% | 減碼 |
| First Horizon Advisors, Inc. | 4,900 | $3.40 萬 | 0.00% | 00.0% | 不變 |
| Islay Capital Management, LLC | 5,000 | $3.50 萬 | 0.04% | −8,308−62.4% | 減碼 |
| Oakworth Capital, Inc. | 5,000 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 5,545 | $3.90 萬 | 0.00% | −7,515−57.5% | 減碼 |
| IFP Advisors, Inc | 3,899 | $4.30 萬 | 0.00% | +199+5.4% | 加碼 |
| Selway Asset Management | 6,750 | $4.70 萬 | 0.03% | +6,750 | 新進 |
| James Investment Research Inc | 7,000 | $4.90 萬 | 0.01% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 7,414 | $5.20 萬 | 0.04% | 00.0% | 不變 |
| Proequities, Inc. | 9,400 | $6.60 萬 | 0.01% | −1,441−13.3% | 減碼 |
| Centaurus Financial, Inc. | 10,126 | $7.00 萬 | 0.01% | +30.0% | 加碼 |
| Covington Capital Management | 10,052 | $7.00 萬 | 0.00% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 10,318 | $7.20 萬 | 0.01% | +206+2.0% | 加碼 |
| SignalPoint Asset Management, LLC | 10,523 | $7.30 萬 | 0.03% | +134+1.3% | 加碼 |
| Private Advisory Group LLC | 10,734 | $7.50 萬 | 0.02% | 00.0% | 不變 |
| Hollencrest Capital Management | 11,087 | $7.70 萬 | 0.01% | 00.0% | 不變 |
| XML Financial, LLC | 11,199 | $7.80 萬 | 0.01% | 00.0% | 不變 |
| Walleye Capital LLC | 11,698 | $8.10 萬 | 0.00% | +11,698 | 新進 |
| Cetera Investment Advisers | 12,444 | $8.60 萬 | 0.00% | −4,210−25.3% | 減碼 |
| National Asset Management, Inc. | 12,387 | $8.70 萬 | 0.00% | +680+5.8% | 加碼 |
| Clarkston Capital Partners, LLC | 13,000 | $9.00 萬 | 0.00% | +13,000 | 新進 |
| Flagship Harbor Advisors, LLC | 13,248 | $9.20 萬 | 0.01% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 13,222 | $9.20 萬 | 0.01% | 00.0% | 不變 |
| Private Wealth Partners, LLC | 13,500 | $9.40 萬 | 0.01% | −3,000−18.2% | 減碼 |
| Sigma Planning Corp | 13,601 | $9.50 萬 | 0.00% | +35+0.3% | 加碼 |
| Beacon Capital Management, LLC | 12,800 | $9.80 萬 | 0.03% | 00.0% | 不變 |
| Davenport & Co LLC | 14,430 | $10.0 萬 | 0.00% | +3,930+37.4% | 加碼 |
| Beacon Pointe Advisors, LLC | 15,073 | $10.5 萬 | 0.00% | +15,073 | 新進 |
| Avantax Advisory Services, Inc. | 16,164 | $11.2 萬 | 0.00% | −3,566−18.1% | 減碼 |
| Oxbow Advisors, LLC | 16,650 | $11.6 萬 | 0.02% | 00.0% | 不變 |
| Shufro Rose & Co LLC | 17,500 | $12.2 萬 | 0.01% | 00.0% | 不變 |
| Western Wealth Management, LLC | 17,963 | $12.5 萬 | 0.01% | +90+0.5% | 加碼 |
| CoreCap Advisors, LLC | 18,632 | $12.9 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 18,859 | $13.1 萬 | 0.00% | +29+0.2% | 加碼 |
| Independent Financial Group, LLC | 19,063 | $13.2 萬 | 0.01% | −860−4.3% | 減碼 |
| Stonegate Investment Group, LLC | 19,599 | $13.6 萬 | 0.01% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 19,725 | $13.8 萬 | 0.00% | +19,725 | 新進 |
| American Portfolios Advisors | 20,000 | $13.9 萬 | 0.01% | +4,500+29.0% | 加碼 |
| InterOcean Capital Group, LLC | 20,000 | $13.9 萬 | 0.01% | +5,000+33.3% | 加碼 |
| Virtu Financial LLC | 20,020 | $13.9 萬 | 0.01% | +20,020 | 新進 |
| Creative Planning | 20,795 | $14.5 萬 | 0.00% | −8,347−28.6% | 減碼 |
| Baird Financial Group, Inc. | 22,061 | $15.3 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 22,115 | $15.4 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 22,827 | $15.9 萬 | 0.01% | 00.0% | 不變 |
| DF Dent & Co Inc | 24,978 | $17.4 萬 | 0.00% | +2,880+13.0% | 加碼 |
| Biechele Royce Advisors | 26,500 | $18.4 萬 | 0.09% | +26,500 | 新進 |
| Level Four Advisory Services, LLC | 26,849 | $18.7 萬 | 0.02% | −18,083−40.2% | 減碼 |
| Exencial Wealth Advisors, LLC | 27,713 | $19.3 萬 | 0.01% | +10,568+61.6% | 加碼 |
| Wealthcare Advisory Partners LLC | 28,819 | $20.0 萬 | 0.01% | −2,268−7.3% | 減碼 |
| Investors Asset Management of Georgia Inc | 34,500 | $24.0 萬 | 0.12% | −1,000−2.8% | 減碼 |
| Ausdal Financial Partners, Inc. | 34,794 | $24.2 萬 | 0.04% | +2,004+6.1% | 加碼 |
| Keybank National Association | 35,000 | $24.3 萬 | 0.00% | +35,000 | 新進 |
| Landscape Capital Management, L.L.C. | 37,292 | $25.9 萬 | 0.03% | −29,807−44.4% | 減碼 |
| Meridian Investment Counsel Inc. | 38,580 | $26.8 萬 | 0.12% | −1,000−2.5% | 減碼 |
| Live Oak Private Wealth LLC | 43,136 | $30.0 萬 | 0.07% | 00.0% | 不變 |
| Jackson Hole Capital Partners, LLC | 43,496 | $30.2 萬 | 0.09% | 00.0% | 不變 |
| Harbour Investments, Inc. | 44,360 | $33.9 萬 | 0.02% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 48,947 | $34.0 萬 | 0.10% | −8,114−14.2% | 減碼 |
| HighTower Advisors, LLC | 51,388 | $35.6 萬 | 0.00% | +25,372+97.5% | 加碼 |
| LexAurum Advisors, LLC | 52,940 | $36.8 萬 | 0.14% | −4,100−7.2% | 減碼 |
| Carnegie Capital Asset Management, LLC | 53,072 | $36.9 萬 | 0.02% | +37+0.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 54,250 | $37.7 萬 | 0.00% | −1,767−3.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 55,909 | $38.9 萬 | 0.00% | +194+0.3% | 加碼 |
| Shaker Financial Services, LLC | 57,210 | $39.8 萬 | 0.20% | +43,050+304.0% | 加碼 |
| Orion Portfolio Solutions, LLC | 59,493 | $41.3 萬 | 0.02% | −2,361−3.8% | 減碼 |
| Wedbush Securities Inc | 61,996 | $43.1 萬 | 0.02% | −14,025−18.4% | 減碼 |
| Operose Advisors LLC | 63,465 | $44.1 萬 | 0.29% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 65,799 | $45.7 萬 | 0.00% | −873−1.3% | 減碼 |
| Cetera Advisor Networks LLC | 68,909 | $47.9 萬 | 0.01% | −661−1.0% | 減碼 |
| GWM Advisors LLC | 72,835 | $50.7 萬 | 0.01% | −2,417−3.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 76,785 | $53.4 萬 | 0.04% | −1,663−2.1% | 減碼 |
| Logan Stone Capital, LLC | 80,298 | $55.8 萬 | 0.37% | +80,298 | 新進 |
| AE Wealth Management LLC | 83,174 | $57.8 萬 | 0.00% | +3,164+4.0% | 加碼 |
| Thrivent Financial for Lutherans | 86,800 | $60.3 萬 | 0.00% | 00.0% | 不變 |
| RMB Capital Management, LLC | 88,451 | $61.5 萬 | 0.02% | −19,441−18.0% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 91,961 | $63.9 萬 | 0.06% | −23,828−20.6% | 減碼 |
| AXS Investments LLC | 95,190 | $66.2 萬 | 0.26% | −74,810−44.0% | 減碼 |
| Capital Investment Advisors, LLC | 102,419 | $71.2 萬 | 0.02% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 106,442 | $73.9 萬 | 0.00% | −41,744−28.2% | 減碼 |