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 2 季 13F 持有人
Nuveen Preferred & Income Opportunities Fund 在 2023/6/30 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
- 129
- 較 2023 年第 1 季 −4 家
- 持有股數
- 2,041 萬
- 較 2023 年第 1 季 −60.6 萬 (−2.9%)
- 總市值
- $1.32 億
- 較 2023 年第 1 季 −$595.3 萬 (−4.3%)
- 新進機構
- 17
- 另有 33 家加碼
- 清倉機構
- 21
- 另有 40 家減碼
另有 2 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Live Oak Investment Partners | – | $9 | 0.00% | – | – |
| EverSource Wealth Advisors, LLC | 16 | $104 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 136 | $881 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 300 | $2,000 | 0.00% | −2,000−87.0% | 減碼 |
| Wolff Wiese Magana LLC | 350 | $2,268 | 0.00% | 00.0% | 不變 |
| Gradient Investments LLC | 410 | $2,657 | 0.00% | +410 | 新進 |
| The PNC Financial Services Group, Inc. | 420 | $2,719 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 669 | $4,335 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 781 | $5,061 | 0.00% | +781 | 新進 |
| Coppell Advisory Solutions LLC | 801 | $5,150 | 0.00% | +801 | 新進 |
| Citigroup Inc | 1,076 | $6,972 | 0.00% | +76+7.6% | 加碼 |
| Citizens National Bank Trust Department | 1,400 | $9,072 | 0.00% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 1,500 | $9,720 | 0.00% | +1,500 | 新進 |
| Focused Wealth Management, Inc | 1,580 | $1.02 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 2,240 | $1.45 萬 | 0.00% | +2,240 | 新進 |
| FNY Investment Advisers, LLC | 3,000 | $1.90 萬 | 0.02% | 00.0% | 不變 |
| Hexagon Capital Partners LLC | 3,385 | $2.19 萬 | 0.01% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 3,672 | $2.40 萬 | 0.02% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 3,900 | $2.53 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 4,233 | $2.74 萬 | 0.00% | 00.0% | 不變 |
| Proequities, Inc. | 5,645 | $3.68 萬 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 6,057 | $3.92 萬 | 0.00% | +104+1.7% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 7,000 | $4.50 萬 | 0.00% | +7,000 | 新進 |
| CoreFirst Bank & Trust | 7,414 | $4.80 萬 | 0.03% | 00.0% | 不變 |
| Endurance Wealth Management, Inc. | 9,328 | $6.00 萬 | 0.01% | 00.0% | 不變 |
| Sigma Planning Corp | 10,510 | $6.81 萬 | 0.00% | −4,165−28.4% | 減碼 |
| Cresset Asset Management, LLC | 10,891 | $7.11 萬 | 0.00% | +10,891 | 新進 |
| DF Dent & Co Inc | 10,966 | $7.11 萬 | 0.00% | +10,966 | 新進 |
| Apollon Wealth Management, LLC | 10,984 | $7.12 萬 | 0.00% | +230+2.1% | 加碼 |
| Csenge Advisory Group | 11,509 | $7.46 萬 | 0.01% | +11,509 | 新進 |
| LifeSteps Financial, Inc. | 11,520 | $7.46 萬 | 0.07% | −7,580−39.7% | 減碼 |
| Fortitude Advisory Group L.L.C. | 11,571 | $7.50 萬 | 0.06% | +11,571 | 新進 |
| Strategic Financial Concepts, LLC | 12,250 | $7.94 萬 | 0.03% | 00.0% | 不變 |
| Cerity Partners LLC | 12,552 | $8.13 萬 | 0.00% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 12,800 | $8.29 萬 | 0.02% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 13,222 | $8.57 萬 | 0.01% | 00.0% | 不變 |
| Cetera Advisors LLC | 13,317 | $8.63 萬 | 0.00% | +767+6.1% | 加碼 |
| Davenport & Co LLC | 13,805 | $8.95 萬 | 0.00% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 14,341 | $9.29 萬 | 0.00% | 00.0% | 不變 |
| Cetera Investment Advisers | 14,367 | $9.31 萬 | 0.00% | −3,388−19.1% | 減碼 |
| Kestra Advisory Services, LLC | 14,824 | $9.67 萬 | 0.00% | +14,824 | 新進 |
| Boothbay Fund Management, LLC | 16,000 | $10.4 萬 | 0.00% | +16,000 | 新進 |
| Exencial Wealth Advisors, LLC | 16,195 | $10.5 萬 | 0.00% | −3,234−16.6% | 減碼 |
| Independent Financial Group, LLC | 16,233 | $10.5 萬 | 0.01% | −543−3.2% | 減碼 |
| Atria Wealth Solutions, Inc. | 16,325 | $10.7 萬 | 0.00% | −1,300−7.4% | 減碼 |
| CoreCap Advisors, LLC | 17,029 | $11.0 萬 | 0.01% | +17,029 | 新進 |
| Steward Partners Investment Advisory, LLC | 17,054 | $11.1 萬 | 0.00% | +1,133+7.1% | 加碼 |
| Shufro Rose & Co LLC | 17,500 | $11.3 萬 | 0.01% | 00.0% | 不變 |
| Imprint Wealth LLC | 18,300 | $11.9 萬 | 0.08% | 00.0% | 不變 |
| National Asset Management, Inc. | 18,793 | $12.3 萬 | 0.00% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 19,599 | $12.7 萬 | 0.00% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 20,904 | $13.4 萬 | 0.02% | −1,440−6.4% | 減碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 20,500 | $13.4 萬 | 0.06% | −11,000−34.9% | 減碼 |
| NWF Advisory Services Inc. | 22,200 | $14.4 萬 | 0.03% | 00.0% | 不變 |
| Fifth Third Bancorp | 23,300 | $15.1 萬 | 0.00% | +1,185+5.4% | 加碼 |
| Baird Financial Group, Inc. | 23,461 | $15.2 萬 | 0.00% | −500−2.1% | 減碼 |
| Ausdal Financial Partners, Inc. | 24,407 | $15.8 萬 | 0.02% | −338−1.4% | 減碼 |
| Palogic Value Management, L.P. | 24,737 | $16.0 萬 | 0.08% | −3,000−10.8% | 減碼 |
| Wealthcare Advisory Partners LLC | 24,910 | $16.1 萬 | 0.01% | +24,910 | 新進 |
| Veritable, L.P. | 25,000 | $16.2 萬 | 0.00% | 00.0% | 不變 |
| Keybank National Association | 32,000 | $20.7 萬 | 0.00% | −3,000−8.6% | 減碼 |
| Meridian Investment Counsel Inc. | 32,850 | $21.3 萬 | 0.08% | −2,230−6.4% | 減碼 |
| Biechele Royce Advisors | 34,090 | $22.1 萬 | 0.08% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 34,767 | $22.5 萬 | 0.04% | +10.0% | 加碼 |
| Investors Asset Management of Georgia Inc | 35,000 | $22.7 萬 | 0.12% | 00.0% | 不變 |
| HighTower Advisors, LLC | 35,045 | $22.7 萬 | 0.00% | −9,950−22.1% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 37,470 | $24.3 萬 | 0.02% | −13,100−25.9% | 減碼 |
| Oppenheimer & Co Inc | 37,935 | $24.6 萬 | 0.00% | +37,935 | 新進 |
| Susquehanna International Group, LLP | 40,851 | $26.5 萬 | 0.00% | +40,851 | 新進 |
| Level Four Advisory Services, LLC | 41,309 | $26.8 萬 | 0.02% | +5,694+16.0% | 加碼 |
| Harbour Investments, Inc. | 41,360 | $26.8 萬 | 0.01% | −880−2.1% | 減碼 |
| Carnegie Capital Asset Management, LLC | 42,102 | $27.3 萬 | 0.01% | −6,223−12.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 43,071 | $27.9 萬 | 0.00% | −4,666−9.8% | 減碼 |
| RMB Capital Management, LLC | 43,110 | $27.9 萬 | 0.01% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 43,128 | $27.9 萬 | 0.00% | −3,423−7.4% | 減碼 |
| Algebris (UK) Ltd | 43,528 | $28.1 萬 | 0.14% | 00.0% | 不變 |
| Jackson Hole Capital Partners, LLC | 43,496 | $28.2 萬 | 0.08% | 00.0% | 不變 |
| Operose Advisors LLC | 44,465 | $28.8 萬 | 0.13% | 00.0% | 不變 |
| AE Wealth Management LLC | 44,844 | $29.1 萬 | 0.00% | −22,368−33.3% | 減碼 |
| Live Oak Private Wealth LLC | 51,460 | $33.3 萬 | 0.07% | +8,324+19.3% | 加碼 |
| LexAurum Advisors, LLC | 52,940 | $34.3 萬 | 0.10% | 00.0% | 不變 |
| Almitas Capital LLC | 53,916 | $35.6 萬 | 0.15% | +53,916 | 新進 |
| RVW Wealth, LLC | 58,500 | $37.9 萬 | 0.04% | 00.0% | 不變 |
| Wedbush Securities Inc | 60,996 | $39.5 萬 | 0.02% | −768−1.2% | 減碼 |
| Melfa Wealth Management, LLC | 62,950 | $40.8 萬 | 0.41% | +220.0% | 加碼 |
| GWM Advisors LLC | 74,913 | $48.5 萬 | 0.01% | −173−0.2% | 減碼 |
| Wolverine Asset Management LLC | 77,386 | $50.1 萬 | 0.01% | +47,506+159.0% | 加碼 |
| Cetera Advisor Networks LLC | 78,495 | $50.9 萬 | 0.00% | −1,591−2.0% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 84,542 | $54.8 萬 | 0.11% | −1,321−1.5% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 92,937 | $60.2 萬 | 0.00% | −23,311−20.1% | 減碼 |
| Thrivent Financial for Lutherans | 93,800 | $60.8 萬 | 0.00% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 101,002 | $65.4 萬 | 0.04% | −2,500−2.4% | 減碼 |
| Private Advisor Group, LLC | 122,655 | $79.5 萬 | 0.01% | −1,512−1.2% | 減碼 |
| MSH Capital Advisors LLC | 122,703 | $79.5 萬 | 0.29% | −2,949−2.3% | 減碼 |
| Landscape Capital Management, L.L.C. | 132,201 | $85.7 萬 | 0.11% | +57,991+78.1% | 加碼 |
| E&G Advisors, LP | 141,800 | $91.9 萬 | 0.32% | −500−0.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 161,834 | $104.9 萬 | 0.02% | +5,226+3.3% | 加碼 |
| Shaker Financial Services, LLC | 166,631 | $108.7 萬 | 0.47% | +5,323+3.3% | 加碼 |
| Advisor Group Holdings, Inc. | 174,081 | $112.8 萬 | 0.00% | −7,135−3.9% | 減碼 |
| Royal Bank of Canada | 189,560 | $122.8 萬 | 0.00% | +30,988+19.5% | 加碼 |