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。
2023 年第 1 季 13F 持有人
Nuveen Preferred & Income Opportunities Fund 在 2023/3/31 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
- 135
- 較 2022 年第 4 季 −1 家
- 持有股數
- 2,102 萬
- 較 2022 年第 4 季 −38.1 萬 (−1.8%)
- 總市值
- $1.38 億
- 較 2022 年第 4 季 −$1,660 萬 (−10.7%)
- 新進機構
- 20
- 另有 41 家加碼
- 清倉機構
- 21
- 另有 38 家減碼
另有 2 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bramshill Investments, LLC | 1,984,338 | $1,306 萬 | 1.56% | −1,454,487−42.3% | 減碼 |
| Invesco Ltd. | 1,582,422 | $1,041 萬 | 0.00% | −48,444−3.0% | 減碼 |
| Sit Investment Associates Inc | 1,456,466 | $958.4 萬 | 0.26% | −434,579−23.0% | 減碼 |
| Wells Fargo & Company | 1,456,007 | $958.1 萬 | 0.00% | +110,241+8.2% | 加碼 |
| Morgan Stanley | 1,250,658 | $822.9 萬 | 0.00% | −31,948−2.5% | 減碼 |
| Penserra Capital Management LLC | 1,176,722 | $774.2 萬 | 0.16% | +66,002+5.9% | 加碼 |
| Cohen & Steers, Inc. | 925,480 | $609.0 萬 | 0.01% | −10,980−1.2% | 減碼 |
| Rivernorth Capital Management, LLC | 879,730 | $578.9 萬 | 0.28% | +879,730 | 新進 |
| Raymond James & Associates | 767,671 | $505.1 萬 | 0.00% | +79,525+11.6% | 加碼 |
| Commonwealth Equity Services, LLC | 460,473 | $302.9 萬 | 0.01% | +23,561+5.4% | 加碼 |
| Protective Life Corp | 440,000 | $289.5 萬 | 1.92% | 00.0% | 不變 |
| Guggenheim Capital LLC | 382,212 | $251.5 萬 | 0.02% | +45,503+13.5% | 加碼 |
| Moors & Cabot, Inc. | 355,873 | $234.2 萬 | 0.16% | +13,747+4.0% | 加碼 |
| UBS Group AG | 347,550 | $228.7 萬 | 0.00% | +37,934+12.3% | 加碼 |
| Brinker Capital Investments, LLC | 333,750 | $219.6 萬 | 0.03% | +58,702+21.3% | 加碼 |
| Orion Portfolio Solutions, LLC | 333,750 | $219.6 萬 | 0.03% | +274,200+460.5% | 加碼 |
| Bank of America Corp | 332,203 | $218.6 萬 | 0.00% | +72,552+27.9% | 加碼 |
| Claybrook Capital, LLC | 319,268 | $210.1 萬 | 1.17% | +40,518+14.5% | 加碼 |
| Ameriprise Financial Inc | 316,064 | $203.5 萬 | 0.00% | +19,232+6.5% | 加碼 |
| Janney Montgomery Scott LLC | 309,230 | $203.5 萬 | 0.01% | +39,563+14.7% | 加碼 |
| LPL Financial LLC | 277,318 | $182.5 萬 | 0.00% | −39,711−12.5% | 減碼 |
| Fiera Capital Corp | 275,652 | $181.4 萬 | 0.01% | −5,531−2.0% | 減碼 |
| Woodline Partners LP | 232,650 | $153.1 萬 | 0.02% | +232,650 | 新進 |
| First Trust Advisors LP | 230,550 | $151.7 萬 | 0.00% | −58,100−20.1% | 減碼 |
| Envestnet Asset Management Inc | 211,724 | $139.3 萬 | 0.00% | −11,940−5.3% | 減碼 |
| Truist Financial Corp | 194,459 | $128.0 萬 | 0.00% | −15,059−7.2% | 減碼 |
| Stifel Financial Corp | 186,093 | $122.4 萬 | 0.00% | −47,604−20.4% | 減碼 |
| Advisor Group Holdings, Inc. | 181,216 | $119.2 萬 | 0.00% | +8,974+5.2% | 加碼 |
| Shaker Financial Services, LLC | 161,308 | $106.9 萬 | 0.47% | +106,835+196.1% | 加碼 |
| Royal Bank of Canada | 158,572 | $104.3 萬 | 0.00% | +3,362+2.2% | 加碼 |
| CNH Partners LLC | 157,223 | $103.5 萬 | 0.03% | +72,874+86.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 156,608 | $103.0 萬 | 0.03% | −12,939−7.6% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 155,565 | $102.4 萬 | 0.06% | +65,857+73.4% | 加碼 |
| E&G Advisors, LP | 142,300 | $93.6 萬 | 0.35% | +400+0.3% | 加碼 |
| MSH Capital Advisors LLC | 125,652 | $82.7 萬 | 0.35% | −543−0.4% | 減碼 |
| Private Advisor Group, LLC | 124,167 | $81.7 萬 | 0.01% | −7,482−5.7% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 116,248 | $76.5 萬 | 0.00% | +47,744+69.7% | 加碼 |
| Rockefeller Capital Management L.P. | 113,349 | $74.5 萬 | 0.00% | +6,585+6.2% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 103,502 | $68.1 萬 | 0.05% | −300−0.3% | 減碼 |
| Capital Investment Advisors, LLC | 96,405 | $63.4 萬 | 0.02% | −2,650−2.7% | 減碼 |
| Thrivent Financial for Lutherans | 93,800 | $61.8 萬 | 0.00% | +7,000+8.1% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 85,863 | $56.5 萬 | 0.12% | −1,203−1.4% | 減碼 |
| Cetera Advisor Networks LLC | 80,086 | $52.7 萬 | 0.00% | −4,417−5.2% | 減碼 |
| Landscape Capital Management, L.L.C. | 74,210 | $48.8 萬 | 0.07% | +24,027+47.9% | 加碼 |
| GWM Advisors LLC | 75,086 | $46.1 萬 | 0.01% | +2,515+3.5% | 加碼 |
| AE Wealth Management LLC | 67,212 | $44.2 萬 | 0.00% | −8,301−11.0% | 減碼 |
| Melfa Wealth Management, LLC | 62,928 | $41.4 萬 | 0.41% | +130.0% | 加碼 |
| Wedbush Securities Inc | 61,764 | $40.6 萬 | 0.02% | +14,318+30.2% | 加碼 |
| RVW Wealth, LLC | 58,500 | $38.5 萬 | 0.05% | +58,500 | 新進 |
| LexAurum Advisors, LLC | 52,940 | $34.8 萬 | 0.12% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 50,570 | $33.3 萬 | 0.03% | −7,091−12.3% | 減碼 |
| Carnegie Capital Asset Management, LLC | 48,325 | $31.8 萬 | 0.01% | −2,600−5.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 47,737 | $31.4 萬 | 0.00% | −2,342−4.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 46,551 | $30.6 萬 | 0.00% | −6,263−11.9% | 減碼 |
| HighTower Advisors, LLC | 44,995 | $29.7 萬 | 0.00% | −1,976−4.2% | 減碼 |
| Operose Advisors LLC | 44,465 | $29.3 萬 | 0.15% | 00.0% | 不變 |
| Algebris (UK) Ltd | 43,528 | $28.7 萬 | 0.12% | −13,070−23.1% | 減碼 |
| Jackson Hole Capital Partners, LLC | 43,496 | $28.6 萬 | 0.08% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 43,136 | $28.4 萬 | 0.06% | 00.0% | 不變 |
| RMB Capital Management, LLC | 43,110 | $28.4 萬 | 0.01% | +3,235+8.1% | 加碼 |
| Harbour Investments, Inc. | 42,240 | $27.8 萬 | 0.02% | 00.0% | 不變 |
| Jane Street Group, LLC | 36,059 | $23.7 萬 | 0.00% | +36,059 | 新進 |
| Level Four Advisory Services, LLC | 35,615 | $23.4 萬 | 0.02% | +7,371+26.1% | 加碼 |
| Meridian Investment Counsel Inc. | 35,080 | $23.1 萬 | 0.09% | −2,750−7.3% | 減碼 |
| Investors Asset Management of Georgia Inc | 35,000 | $23.0 萬 | 0.12% | −6,500−15.7% | 減碼 |
| Keybank National Association | 35,000 | $23.0 萬 | 0.00% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 34,766 | $22.9 萬 | 0.05% | +34,766 | 新進 |
| Biechele Royce Advisors | 34,090 | $22.4 萬 | 0.08% | +34,090 | 新進 |
| Wolverine Asset Management LLC | 29,880 | $19.7 萬 | 0.00% | +15,291+104.8% | 加碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 31,500 | $19.2 萬 | 0.09% | 00.0% | 不變 |
| Palogic Value Management, L.P. | 27,737 | $18.3 萬 | 0.09% | −3,479−11.1% | 減碼 |
| HRT Financial LP | 25,328 | $16.6 萬 | 0.00% | +25,328 | 新進 |
| Veritable, L.P. | 25,000 | $16.4 萬 | 0.00% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 24,745 | $16.3 萬 | 0.02% | +20.0% | 加碼 |
| Baird Financial Group, Inc. | 23,961 | $15.8 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 22,344 | $14.7 萬 | 0.01% | −17,280−43.6% | 減碼 |
| Fifth Third Bancorp | 22,115 | $14.6 萬 | 0.00% | 00.0% | 不變 |
| NWF Advisory Services Inc. | 22,200 | $14.4 萬 | 0.03% | +22,200 | 新進 |
| JPMorgan Chase & Co | 21,424 | $14.1 萬 | 0.00% | +19,311+913.9% | 加碼 |
| Daymark Wealth Partners, LLC | 19,609 | $12.9 萬 | 0.02% | +19,609 | 新進 |
| Stonegate Investment Group, LLC | 19,599 | $12.9 萬 | 0.00% | 00.0% | 不變 |
| Exencial Wealth Advisors, LLC | 19,429 | $12.8 萬 | 0.01% | −1,194−5.8% | 減碼 |
| LifeSteps Financial, Inc. | 19,100 | $12.6 萬 | 0.13% | 00.0% | 不變 |
| National Asset Management, Inc. | 18,793 | $12.5 萬 | 0.00% | 00.0% | 不變 |
| Imprint Wealth LLC | 18,300 | $12.1 萬 | 0.08% | +18,300 | 新進 |
| Atria Wealth Solutions, Inc. | 17,625 | $11.7 萬 | 0.00% | −1,600−8.3% | 減碼 |
| Cetera Investment Advisers | 17,755 | $11.7 萬 | 0.00% | +1,458+8.9% | 加碼 |
| Shufro Rose & Co LLC | 17,500 | $11.5 萬 | 0.01% | 00.0% | 不變 |
| Independent Financial Group, LLC | 16,776 | $11.0 萬 | 0.01% | −2,287−12.0% | 減碼 |
| Steward Partners Investment Advisory, LLC | 15,921 | $10.5 萬 | 0.00% | +18+0.1% | 加碼 |
| Sigma Planning Corp | 14,675 | $9.66 萬 | 0.00% | +22+0.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 14,341 | $9.44 萬 | 0.00% | 00.0% | 不變 |
| Creative Planning | 14,060 | $9.25 萬 | 0.00% | −4,625−24.8% | 減碼 |
| Davenport & Co LLC | 13,805 | $9.08 萬 | 0.00% | −625−4.3% | 減碼 |
| Schechter Investment Advisors, LLC | 13,222 | $8.70 萬 | 0.01% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 12,800 | $8.42 萬 | 0.02% | 00.0% | 不變 |
| Cerity Partners LLC | 12,552 | $8.26 萬 | 0.00% | 00.0% | 不變 |
| Cetera Advisors LLC | 12,550 | $8.26 萬 | 0.00% | +12,550 | 新進 |
| Strategic Financial Concepts, LLC | 12,250 | $8.06 萬 | 0.03% | +12,250 | 新進 |
| Mariner, LLC | 11,584 | $7.60 萬 | 0.00% | +11,584 | 新進 |