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 4 季 13F 持有人
Nuveen Preferred & Income Opportunities Fund 在 2022/12/31 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
- 138
- 較 2022 年第 3 季 +7 家
- 持有股數
- 2,142 萬
- 較 2022 年第 3 季 −5,219 (0.0%)
- 總市值
- $1.55 億
- 較 2022 年第 3 季 +$603.2 萬 (+4.0%)
- 新進機構
- 28
- 另有 34 家加碼
- 清倉機構
- 21
- 另有 44 家減碼
另有 3 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 3,438,825 | $2,503 萬 | 2.94% | −14,423−0.4% | 減碼 |
| Sit Investment Associates Inc | 1,891,045 | $1,377 萬 | 0.39% | −34,027−1.8% | 減碼 |
| Invesco Ltd. | 1,630,866 | $1,187 萬 | 0.00% | +50,070+3.2% | 加碼 |
| Wells Fargo & Company | 1,345,766 | $979.7 萬 | 0.00% | +6,589+0.5% | 加碼 |
| Morgan Stanley | 1,282,606 | $933.7 萬 | 0.00% | −166,069−11.5% | 減碼 |
| Penserra Capital Management LLC | 1,110,720 | $808.6 萬 | 0.18% | +99,784+9.9% | 加碼 |
| Cohen & Steers, Inc. | 936,460 | $681.7 萬 | 0.02% | +21,167+2.3% | 加碼 |
| Raymond James & Associates | 688,146 | $501.0 萬 | 0.00% | −84,405−10.9% | 減碼 |
| Protective Life Corp | 440,000 | $320.3 萬 | 2.57% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 436,912 | $318.0 萬 | 0.01% | −10,536−2.4% | 減碼 |
| Ibex Wealth Advisors | 389,669 | $283.7 萬 | 0.64% | −36,609−8.6% | 減碼 |
| Moors & Cabot, Inc. | 342,126 | $249.1 萬 | 0.17% | +26,790+8.5% | 加碼 |
| Guggenheim Capital LLC | 336,709 | $245.1 萬 | 0.02% | +52,486+18.5% | 加碼 |
| LPL Financial LLC | 317,029 | $230.8 萬 | 0.00% | +54,833+20.9% | 加碼 |
| UBS Group AG | 309,616 | $225.4 萬 | 0.00% | −13,963−4.3% | 減碼 |
| Ameriprise Financial Inc | 296,832 | $216.1 萬 | 0.00% | +52,161+21.3% | 加碼 |
| First Trust Advisors LP | 288,650 | $210.1 萬 | 0.00% | −3,067−1.1% | 減碼 |
| Fiera Capital Corp | 281,183 | $204.7 萬 | 0.01% | +15,173+5.7% | 加碼 |
| Claybrook Capital, LLC | 278,750 | $202.9 萬 | 1.25% | +23,300+9.1% | 加碼 |
| Brinker Capital Investments, LLC | 275,048 | $200.2 萬 | 0.04% | −8,229−2.9% | 減碼 |
| Janney Montgomery Scott LLC | 269,667 | $196.3 萬 | 0.01% | +16,248+6.4% | 加碼 |
| Bank of America Corp | 259,651 | $189.0 萬 | 0.00% | −12,248−4.5% | 減碼 |
| Stifel Financial Corp | 233,697 | $170.1 萬 | 0.00% | +11,984+5.4% | 加碼 |
| Envestnet Asset Management Inc | 223,664 | $162.8 萬 | 0.00% | −2,886−1.3% | 減碼 |
| Truist Financial Corp | 209,518 | $152.5 萬 | 0.00% | −2,643−1.2% | 減碼 |
| Advisor Group Holdings, Inc. | 172,242 | $125.5 萬 | 0.00% | +14,809+9.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 169,547 | $123.4 萬 | 0.03% | −16,189−8.7% | 減碼 |
| Royal Bank of Canada | 155,210 | $113.0 萬 | 0.00% | −28,315−15.4% | 減碼 |
| E&G Advisors, LP | 141,900 | $103.3 萬 | 0.39% | −21,400−13.1% | 減碼 |
| MSH Capital Advisors LLC | 126,195 | $91.9 萬 | 0.42% | +1,381+1.1% | 加碼 |
| Rockefeller Capital Management L.P. | 106,764 | $77.7 萬 | 0.00% | +322+0.3% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 103,802 | $75.6 萬 | 0.06% | −19,650−15.9% | 減碼 |
| Weiss Asset Management LP | 101,136 | $73.6 萬 | 0.04% | +101,136 | 新進 |
| Capital Investment Advisors, LLC | 99,055 | $72.1 萬 | 0.02% | −3,364−3.3% | 減碼 |
| Logan Stone Capital, LLC | 91,023 | $66.3 萬 | 0.25% | +10,725+13.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 89,708 | $65.3 萬 | 0.04% | +12,923+16.8% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 87,066 | $63.4 萬 | 0.18% | +87,066 | 新進 |
| Thrivent Financial for Lutherans | 86,800 | $63.1 萬 | 0.00% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 84,503 | $61.5 萬 | 0.00% | +15,594+22.6% | 加碼 |
| CNH Partners LLC | 84,349 | $61.4 萬 | 0.02% | −43,072−33.8% | 減碼 |
| AE Wealth Management LLC | 75,513 | $55.0 萬 | 0.00% | −7,661−9.2% | 減碼 |
| GWM Advisors LLC | 72,571 | $51.9 萬 | 0.01% | −264−0.4% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 68,504 | $49.9 萬 | 0.00% | +2,705+4.1% | 加碼 |
| Melfa Wealth Management, LLC | 62,915 | $45.8 萬 | 0.48% | +62,915 | 新進 |
| Orion Portfolio Solutions, LLC | 59,550 | $43.4 萬 | 0.02% | +57+0.1% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 57,661 | $42.0 萬 | 0.04% | −34,300−37.3% | 減碼 |
| Algebris (UK) Ltd | 56,598 | $41.1 萬 | 0.19% | −69,889−55.3% | 減碼 |
| Shaker Financial Services, LLC | 54,473 | $39.7 萬 | 0.19% | −2,737−4.8% | 減碼 |
| LexAurum Advisors, LLC | 52,940 | $38.5 萬 | 0.14% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 52,814 | $38.4 萬 | 0.00% | −1,436−2.6% | 減碼 |
| Carnegie Capital Asset Management, LLC | 50,925 | $37.1 萬 | 0.02% | −2,147−4.0% | 減碼 |
| Landscape Capital Management, L.L.C. | 50,183 | $36.5 萬 | 0.05% | +12,891+34.6% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 50,079 | $36.5 萬 | 0.00% | −5,830−10.4% | 減碼 |
| Susquehanna International Group, LLP | 49,560 | $36.1 萬 | 0.00% | +49,560 | 新進 |
| Wedbush Securities Inc | 47,446 | $34.5 萬 | 0.02% | −14,550−23.5% | 減碼 |
| HighTower Advisors, LLC | 46,971 | $34.2 萬 | 0.00% | −4,417−8.6% | 減碼 |
| Operose Advisors LLC | 44,465 | $32.4 萬 | 0.17% | −19,000−29.9% | 減碼 |
| Jackson Hole Capital Partners, LLC | 43,496 | $31.7 萬 | 0.09% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 43,136 | $31.4 萬 | 0.06% | 00.0% | 不變 |
| Harbour Investments, Inc. | 42,240 | $30.8 萬 | 0.02% | −2,120−4.8% | 減碼 |
| Investors Asset Management of Georgia Inc | 41,500 | $30.2 萬 | 0.16% | +7,000+20.3% | 加碼 |
| RMB Capital Management, LLC | 39,875 | $29.0 萬 | 0.01% | −48,576−54.9% | 減碼 |
| Ameritas Advisory Services, LLC | 39,624 | $28.8 萬 | 0.01% | +16,797+73.6% | 加碼 |
| Meridian Investment Counsel Inc. | 37,830 | $27.5 萬 | 0.11% | −750−1.9% | 減碼 |
| Keybank National Association | 35,000 | $25.5 萬 | 0.00% | 00.0% | 不變 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 31,500 | $24.5 萬 | 0.11% | +31,500 | 新進 |
| Palogic Value Management, L.P. | 31,216 | $22.7 萬 | 0.12% | +31,216 | 新進 |
| Wealthcare Advisory Partners LLC | 28,361 | $20.6 萬 | 0.01% | −458−1.6% | 減碼 |
| Level Four Advisory Services, LLC | 28,244 | $20.6 萬 | 0.02% | +1,395+5.2% | 加碼 |
| Elequin Capital LP | 26,179 | $19.1 萬 | 0.05% | +26,179 | 新進 |
| Veritable, L.P. | 25,000 | $18.2 萬 | 0.00% | +25,000 | 新進 |
| Ausdal Financial Partners, Inc. | 24,743 | $18.0 萬 | 0.03% | −10,051−28.9% | 減碼 |
| Virtu Financial LLC | 24,469 | $17.8 萬 | 0.02% | +4,449+22.2% | 加碼 |
| Baird Financial Group, Inc. | 23,961 | $17.5 萬 | 0.00% | +1,900+8.6% | 加碼 |
| Fifth Third Bancorp | 22,115 | $16.1 萬 | 0.00% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 20,623 | $15.0 萬 | 0.01% | −7,090−25.6% | 減碼 |
| Money Concepts Capital Corp | 20,364 | $14.8 萬 | 0.01% | +20,364 | 新進 |
| InterOcean Capital Group, LLC | 20,000 | $14.6 萬 | 0.01% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 19,599 | $14.3 萬 | 0.01% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 19,225 | $14.0 萬 | 0.00% | −500−2.5% | 減碼 |
| LifeSteps Financial, Inc. | 19,100 | $13.9 萬 | 0.14% | +19,100 | 新進 |
| Independent Financial Group, LLC | 19,063 | $13.9 萬 | 0.01% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 19,049 | $13.9 萬 | 0.01% | +417+2.2% | 加碼 |
| National Asset Management, Inc. | 18,793 | $13.7 萬 | 0.00% | +6,406+51.7% | 加碼 |
| Creative Planning | 18,685 | $13.6 萬 | 0.00% | −2,110−10.1% | 減碼 |
| Shufro Rose & Co LLC | 17,500 | $12.7 萬 | 0.01% | 00.0% | 不變 |
| Sand Hill Global Advisors, LLC | 16,990 | $12.4 萬 | 0.01% | +16,990 | 新進 |
| Oxbow Advisors, LLC | 16,650 | $12.1 萬 | 0.02% | 00.0% | 不變 |
| Cetera Investment Advisers | 16,297 | $11.9 萬 | 0.00% | +3,853+31.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 15,903 | $11.6 萬 | 0.00% | −2,956−15.7% | 減碼 |
| Sigma Planning Corp | 14,653 | $10.7 萬 | 0.00% | +1,052+7.7% | 加碼 |
| Wolverine Asset Management LLC | 14,589 | $10.6 萬 | 0.00% | +14,589 | 新進 |
| Davenport & Co LLC | 14,430 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 14,341 | $10.4 萬 | 0.00% | −732−4.9% | 減碼 |
| Two Sigma Securities, LLC | 14,331 | $10.4 萬 | 0.01% | +14,331 | 新進 |
| Walleye Capital LLC | 13,929 | $10.1 萬 | 0.00% | +2,231+19.1% | 加碼 |
| Schechter Investment Advisors, LLC | 13,222 | $9.63 萬 | 0.01% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 12,800 | $9.32 萬 | 0.03% | 00.0% | 不變 |
| Cerity Partners LLC | 12,552 | $9.14 萬 | 0.00% | +12,552 | 新進 |
| Sound View Wealth Advisors Group, LLC | 11,770 | $7.96 萬 | 0.01% | +11,770 | 新進 |