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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 11 | $0 | 0.00% | −7−38.9% | 減碼 |
| Live Oak Investment Partners | – | $9 | 0.00% | – | 新進 |
| EverSource Wealth Advisors, LLC | 16 | $116 | 0.00% | 00.0% | 不變 |
| Private Advisor Group, LLC | 131,649 | $958 | 0.00% | −8,558−6.1% | 減碼 |
| Parallel Advisors, LLC | 136 | $990 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 350 | $2,548 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 376 | $3,000 | 0.00% | −1−0.3% | 減碼 |
| Caldwell Trust Co | 669 | $4,870 | 0.00% | 00.0% | 不變 |
| Barrett & Company, Inc. | 750 | $5,460 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 801 | $5,831 | 0.00% | +801 | 新進 |
| Coppell Advisory Solutions Corp. | 801 | $5,831 | 0.00% | +801 | 新進 |
| Ronald Blue Trust, Inc. | 1,007 | $7,000 | 0.00% | +1,007 | 新進 |
| Citigroup Inc | 1,000 | $7,280 | 0.00% | 00.0% | 不變 |
| Romano Brothers and Company | 1,000 | $7,280 | 0.00% | +1,000 | 新進 |
| Citizens National Bank Trust Department | 1,400 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 1,500 | $1.09 萬 | 0.01% | +1,500 | 新進 |
| Focused Wealth Management, Inc | 1,580 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 1,627 | $1.18 萬 | 0.00% | +1,627 | 新進 |
| McElhenny Sheffield Capital Management, LLC | 2,000 | $1.46 萬 | 0.01% | +2,000 | 新進 |
| FMR LLC | 2,035 | $1.48 萬 | 0.00% | +2,035 | 新進 |
| JPMorgan Chase & Co | 2,113 | $1.50 萬 | 0.00% | +2,113 | 新進 |
| IAG Wealth Partners, LLC | 2,711 | $1.97 萬 | 0.01% | 00.0% | 不變 |
| Accel Wealth Management | 3,050 | $2.22 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 3,231 | $2.35 萬 | 0.00% | +3,231 | 新進 |
| Hexagon Capital Partners LLC | 3,385 | $2.46 萬 | 0.01% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 3,672 | $2.70 萬 | 0.02% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 3,900 | $2.84 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 4,233 | $3.10 萬 | 0.00% | 00.0% | 不變 |
| IFP Advisors, Inc | 3,311 | $3.40 萬 | 0.00% | −588−15.1% | 減碼 |
| Spire Wealth Management | 4,813 | $3.50 萬 | 0.00% | +138+3.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 5,545 | $4.04 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 5,645 | $4.11 萬 | 0.00% | −3,755−39.9% | 減碼 |
| James Investment Research Inc | 7,000 | $5.10 萬 | 0.01% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 7,414 | $5.40 萬 | 0.04% | 00.0% | 不變 |
| Herold Advisors, Inc. | 10,091 | $7.35 萬 | 0.03% | +10,091 | 新進 |
| Centaurus Financial, Inc. | 10,130 | $7.40 萬 | 0.01% | +40.0% | 加碼 |
| Apollon Wealth Management, LLC | 10,623 | $7.73 萬 | 0.01% | +305+3.0% | 加碼 |
| CIC Wealth, LLC | 10,800 | $7.86 萬 | 0.03% | +10,800 | 新進 |
| Sound View Wealth Advisors Group, LLC | 11,770 | $7.96 萬 | 0.01% | +11,770 | 新進 |
| Cerity Partners LLC | 12,552 | $9.14 萬 | 0.00% | +12,552 | 新進 |
| Beacon Capital Management, LLC | 12,800 | $9.32 萬 | 0.03% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 13,222 | $9.63 萬 | 0.01% | 00.0% | 不變 |
| Walleye Capital LLC | 13,929 | $10.1 萬 | 0.00% | +2,231+19.1% | 加碼 |
| Two Sigma Securities, LLC | 14,331 | $10.4 萬 | 0.01% | +14,331 | 新進 |
| Beacon Pointe Advisors, LLC | 14,341 | $10.4 萬 | 0.00% | −732−4.9% | 減碼 |
| Davenport & Co LLC | 14,430 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 14,589 | $10.6 萬 | 0.00% | +14,589 | 新進 |
| Sigma Planning Corp | 14,653 | $10.7 萬 | 0.00% | +1,052+7.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 15,903 | $11.6 萬 | 0.00% | −2,956−15.7% | 減碼 |
| Cetera Investment Advisers | 16,297 | $11.9 萬 | 0.00% | +3,853+31.0% | 加碼 |
| Oxbow Advisors, LLC | 16,650 | $12.1 萬 | 0.02% | 00.0% | 不變 |
| Sand Hill Global Advisors, LLC | 16,990 | $12.4 萬 | 0.01% | +16,990 | 新進 |
| Shufro Rose & Co LLC | 17,500 | $12.7 萬 | 0.01% | 00.0% | 不變 |
| Creative Planning | 18,685 | $13.6 萬 | 0.00% | −2,110−10.1% | 減碼 |
| National Asset Management, Inc. | 18,793 | $13.7 萬 | 0.00% | +6,406+51.7% | 加碼 |
| CoreCap Advisors, LLC | 19,049 | $13.9 萬 | 0.01% | +417+2.2% | 加碼 |
| Independent Financial Group, LLC | 19,063 | $13.9 萬 | 0.01% | 00.0% | 不變 |
| LifeSteps Financial, Inc. | 19,100 | $13.9 萬 | 0.14% | +19,100 | 新進 |
| Atria Wealth Solutions, Inc. | 19,225 | $14.0 萬 | 0.00% | −500−2.5% | 減碼 |
| Stonegate Investment Group, LLC | 19,599 | $14.3 萬 | 0.01% | 00.0% | 不變 |
| InterOcean Capital Group, LLC | 20,000 | $14.6 萬 | 0.01% | 00.0% | 不變 |
| Money Concepts Capital Corp | 20,364 | $14.8 萬 | 0.01% | +20,364 | 新進 |
| Exencial Wealth Advisors, LLC | 20,623 | $15.0 萬 | 0.01% | −7,090−25.6% | 減碼 |
| Fifth Third Bancorp | 22,115 | $16.1 萬 | 0.00% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 23,961 | $17.5 萬 | 0.00% | +1,900+8.6% | 加碼 |
| Virtu Financial LLC | 24,469 | $17.8 萬 | 0.02% | +4,449+22.2% | 加碼 |
| Ausdal Financial Partners, Inc. | 24,743 | $18.0 萬 | 0.03% | −10,051−28.9% | 減碼 |
| Veritable, L.P. | 25,000 | $18.2 萬 | 0.00% | +25,000 | 新進 |
| Elequin Capital LP | 26,179 | $19.1 萬 | 0.05% | +26,179 | 新進 |
| Level Four Advisory Services, LLC | 28,244 | $20.6 萬 | 0.02% | +1,395+5.2% | 加碼 |
| Wealthcare Advisory Partners LLC | 28,361 | $20.6 萬 | 0.01% | −458−1.6% | 減碼 |
| Palogic Value Management, L.P. | 31,216 | $22.7 萬 | 0.12% | +31,216 | 新進 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 31,500 | $24.5 萬 | 0.11% | +31,500 | 新進 |
| Keybank National Association | 35,000 | $25.5 萬 | 0.00% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 37,830 | $27.5 萬 | 0.11% | −750−1.9% | 減碼 |
| Ameritas Advisory Services, LLC | 39,624 | $28.8 萬 | 0.01% | +16,797+73.6% | 加碼 |
| RMB Capital Management, LLC | 39,875 | $29.0 萬 | 0.01% | −48,576−54.9% | 減碼 |
| Investors Asset Management of Georgia Inc | 41,500 | $30.2 萬 | 0.16% | +7,000+20.3% | 加碼 |
| Harbour Investments, Inc. | 42,240 | $30.8 萬 | 0.02% | −2,120−4.8% | 減碼 |
| Live Oak Private Wealth LLC | 43,136 | $31.4 萬 | 0.06% | 00.0% | 不變 |
| Jackson Hole Capital Partners, LLC | 43,496 | $31.7 萬 | 0.09% | 00.0% | 不變 |
| Operose Advisors LLC | 44,465 | $32.4 萬 | 0.17% | −19,000−29.9% | 減碼 |
| HighTower Advisors, LLC | 46,971 | $34.2 萬 | 0.00% | −4,417−8.6% | 減碼 |
| Wedbush Securities Inc | 47,446 | $34.5 萬 | 0.02% | −14,550−23.5% | 減碼 |
| Susquehanna International Group, LLP | 49,560 | $36.1 萬 | 0.00% | +49,560 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 50,079 | $36.5 萬 | 0.00% | −5,830−10.4% | 減碼 |
| Landscape Capital Management, L.L.C. | 50,183 | $36.5 萬 | 0.05% | +12,891+34.6% | 加碼 |
| Carnegie Capital Asset Management, LLC | 50,925 | $37.1 萬 | 0.02% | −2,147−4.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 52,814 | $38.4 萬 | 0.00% | −1,436−2.6% | 減碼 |
| LexAurum Advisors, LLC | 52,940 | $38.5 萬 | 0.14% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 54,473 | $39.7 萬 | 0.19% | −2,737−4.8% | 減碼 |
| Algebris (UK) Ltd | 56,598 | $41.1 萬 | 0.19% | −69,889−55.3% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 57,661 | $42.0 萬 | 0.04% | −34,300−37.3% | 減碼 |
| Orion Portfolio Solutions, LLC | 59,550 | $43.4 萬 | 0.02% | +57+0.1% | 加碼 |
| Melfa Wealth Management, LLC | 62,915 | $45.8 萬 | 0.48% | +62,915 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 68,504 | $49.9 萬 | 0.00% | +2,705+4.1% | 加碼 |
| GWM Advisors LLC | 72,571 | $51.9 萬 | 0.01% | −264−0.4% | 減碼 |
| AE Wealth Management LLC | 75,513 | $55.0 萬 | 0.00% | −7,661−9.2% | 減碼 |
| CNH Partners LLC | 84,349 | $61.4 萬 | 0.02% | −43,072−33.8% | 減碼 |
| Cetera Advisor Networks LLC | 84,503 | $61.5 萬 | 0.00% | +15,594+22.6% | 加碼 |