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 3 季 13F 持有人
Nuveen Preferred & Income Opportunities Fund 在 2023/9/30 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
- 140
- 較 2023 年第 2 季 +12 家
- 持有股數
- 2,221 萬
- 較 2023 年第 2 季 +181.3 萬 (+8.9%)
- 總市值
- $1.41 億
- 較 2023 年第 2 季 +$843.7 萬 (+6.4%)
- 新進機構
- 23
- 另有 32 家加碼
- 清倉機構
- 11
- 另有 44 家減碼
另有 1 家機構在 2023 年第 2 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 1,846,795 | $1,169 萬 | 0.00% | +600,841+48.2% | 加碼 |
| Penserra Capital Management LLC | 1,719,629 | $1,089 萬 | 0.22% | +464,683+37.0% | 加碼 |
| Rivernorth Capital Management, LLC | 1,684,591 | $1,073 萬 | 0.56% | +1,684,591 | 新進 |
| Wells Fargo & Company | 1,579,167 | $999.6 萬 | 0.00% | +58,895+3.9% | 加碼 |
| Invesco Ltd. | 1,576,613 | $998.0 萬 | 0.00% | −90,942−5.5% | 減碼 |
| Cohen & Steers, Inc. | 881,424 | $557.9 萬 | 0.01% | −22,495−2.5% | 減碼 |
| Raymond James & Associates | 809,467 | $512.4 萬 | 0.00% | +35,120+4.5% | 加碼 |
| CNH Partners LLC | 802,725 | $508.1 萬 | 0.23% | +461,304+135.1% | 加碼 |
| Commonwealth Equity Services, LLC | 561,216 | $355.3 萬 | 0.01% | +91,287+19.4% | 加碼 |
| Bank of America Corp | 442,262 | $280.0 萬 | 0.00% | +43,394+10.9% | 加碼 |
| Protective Life Corp | 440,000 | $278.5 萬 | 21.03% | 00.0% | 不變 |
| Forum Private Client Group LLC | 440,000 | $278.5 萬 | 21.03% | +440,000 | 新進 |
| Rpo LLC | 428,442 | $271.2 萬 | 4.62% | +428,442 | 新進 |
| Claybrook Capital, LLC | 357,226 | $226.1 萬 | 1.29% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 329,363 | $208.5 萬 | 0.13% | +61,803+23.1% | 加碼 |
| Moors & Cabot, Inc. | 317,164 | $200.8 萬 | 0.14% | −16,923−5.1% | 減碼 |
| Ameriprise Financial Inc | 313,874 | $197.9 萬 | 0.00% | −951−0.3% | 減碼 |
| Guggenheim Capital LLC | 296,466 | $187.7 萬 | 0.02% | −12,267−4.0% | 減碼 |
| Rockefeller Capital Management L.P. | 289,883 | $183.5 萬 | 0.01% | +2,338+0.8% | 加碼 |
| Brinker Capital Investments, LLC | 282,188 | $178.6 萬 | 0.02% | −316,987−52.9% | 減碼 |
| Orion Portfolio Solutions, LLC | 282,188 | $178.6 萬 | 0.02% | −316,987−52.9% | 減碼 |
| Fiera Capital Corp | 275,262 | $174.2 萬 | 0.01% | −390−0.1% | 減碼 |
| UBS Group AG | 268,932 | $170.2 萬 | 0.00% | −101,736−27.4% | 減碼 |
| Stifel Financial Corp | 264,166 | $167.2 萬 | 0.00% | +56,153+27.0% | 加碼 |
| First Trust Advisors LP | 251,317 | $159.1 萬 | 0.00% | −232−0.1% | 減碼 |
| LPL Financial LLC | 248,418 | $157.2 萬 | 0.00% | −2,107−0.8% | 減碼 |
| Janney Montgomery Scott LLC | 233,197 | $147.6 萬 | 0.01% | −71,400−23.4% | 減碼 |
| Advisor Group Holdings, Inc. | 221,285 | $140.1 萬 | 0.00% | +47,204+27.1% | 加碼 |
| Boothbay Fund Management, LLC | 216,799 | $137.2 萬 | 0.05% | +200,799+1,255.0% | 加碼 |
| Envestnet Asset Management Inc | 211,551 | $133.9 萬 | 0.00% | −9,411−4.3% | 減碼 |
| Algebris (UK) Ltd | 191,034 | $121.2 萬 | 0.62% | +147,506+338.9% | 加碼 |
| Royal Bank of Canada | 188,011 | $119.0 萬 | 0.00% | −1,549−0.8% | 減碼 |
| Truist Financial Corp | 187,334 | $118.6 萬 | 0.00% | −13,310−6.6% | 減碼 |
| Stratos Wealth Partners, LTD. | 181,566 | $114.9 萬 | 0.02% | +19,732+12.2% | 加碼 |
| Jupiter Wealth Management LLC | 182,794 | $113.1 萬 | 0.73% | +182,794 | 新進 |
| Shaker Financial Services, LLC | 166,631 | $106.2 萬 | 0.50% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 167,373 | $105.9 萬 | 0.14% | +35,172+26.6% | 加碼 |
| E&G Advisors, LP | 139,100 | $88.1 萬 | 0.32% | −2,700−1.9% | 減碼 |
| MSH Capital Advisors LLC | 122,703 | $77.7 萬 | 0.30% | 00.0% | 不變 |
| Private Advisor Group, LLC | 119,943 | $75.9 萬 | 0.01% | −2,712−2.2% | 減碼 |
| Wolverine Asset Management LLC | 103,243 | $65.4 萬 | 0.01% | +25,857+33.4% | 加碼 |
| Creative Planning | 101,881 | $64.5 萬 | 0.00% | +101,881 | 新進 |
| Cary Street Partner Investment Advisory LLC | 101,002 | $63.9 萬 | 0.03% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 95,226 | $60.3 萬 | 0.00% | +2,289+2.5% | 加碼 |
| Capital Investment Advisors, LLC | 94,830 | $60.0 萬 | 0.02% | +94,830 | 新進 |
| Thrivent Financial for Lutherans | 93,800 | $59.4 萬 | 0.00% | 00.0% | 不變 |
| Woodline Partners LP | 89,312 | $56.5 萬 | 0.01% | −177,839−66.6% | 減碼 |
| Advisors Asset Management, Inc. | 84,692 | $53.6 萬 | 0.01% | +84,692 | 新進 |
| Mosaic Family Wealth Partners, LLC | 78,746 | $49.8 萬 | 0.10% | −5,796−6.9% | 減碼 |
| Cetera Advisor Networks LLC | 77,796 | $49.2 萬 | 0.00% | −699−0.9% | 減碼 |
| GWM Advisors LLC | 68,040 | $43.1 萬 | 0.00% | −6,873−9.2% | 減碼 |
| Melfa Wealth Management, LLC | 63,037 | $39.9 萬 | 0.43% | +87+0.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 59,445 | $37.6 萬 | 0.00% | +16,374+38.0% | 加碼 |
| RVW Wealth, LLC | 58,500 | $37.0 萬 | 0.04% | 00.0% | 不變 |
| Bramshill Investments, LLC | 57,761 | $36.6 萬 | 0.04% | −1,868,060−97.0% | 減碼 |
| Live Oak Private Wealth LLC | 51,460 | $32.6 萬 | 0.07% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 49,940 | $31.6 萬 | 0.09% | −3,000−5.7% | 減碼 |
| Operose Advisors LLC | 44,465 | $28.1 萬 | 0.11% | 00.0% | 不變 |
| Jackson Hole Capital Partners, LLC | 43,496 | $27.5 萬 | 0.08% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 43,479 | $27.5 萬 | 0.02% | +2,170+5.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 41,935 | $26.5 萬 | 0.00% | −1,193−2.8% | 減碼 |
| Saba Capital Management, L.P. | 41,363 | $26.2 萬 | 0.01% | +41,363 | 新進 |
| Harbour Investments, Inc. | 41,360 | $26.2 萬 | 0.01% | 00.0% | 不變 |
| Wedbush Securities Inc | 40,696 | $25.8 萬 | 0.01% | −20,300−33.3% | 減碼 |
| Oppenheimer & Co Inc | 37,649 | $23.8 萬 | 0.00% | −286−0.8% | 減碼 |
| RMB Capital Management, LLC | 37,585 | $23.8 萬 | 0.01% | −5,525−12.8% | 減碼 |
| HighTower Advisors, LLC | 35,901 | $22.7 萬 | 0.00% | +856+2.4% | 加碼 |
| Investors Asset Management of Georgia Inc | 35,000 | $22.1 萬 | 0.12% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 34,835 | $22.1 萬 | 0.03% | +68+0.2% | 加碼 |
| Biechele Royce Advisors | 34,090 | $21.6 萬 | 0.08% | 00.0% | 不變 |
| Meridian Investment Counsel Inc. | 32,850 | $20.8 萬 | 0.08% | 00.0% | 不變 |
| Keybank National Association | 32,000 | $20.3 萬 | 0.00% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 30,050 | $19.0 萬 | 0.01% | −7,420−19.8% | 減碼 |
| Ameritas Advisory Services, LLC | 30,004 | $18.2 萬 | 0.01% | +9,100+43.5% | 加碼 |
| AE Wealth Management LLC | 27,891 | $17.7 萬 | 0.00% | −16,953−37.8% | 減碼 |
| Wealthcare Advisory Partners LLC | 26,940 | $17.1 萬 | 0.01% | +2,030+8.1% | 加碼 |
| Jane Street Group, LLC | 26,656 | $16.9 萬 | 0.00% | +26,656 | 新進 |
| Pathstone Family Office, LLC | 25,000 | $15.8 萬 | 0.00% | +25,000 | 新進 |
| Palogic Value Management, L.P. | 24,737 | $15.7 萬 | 0.08% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 24,336 | $15.4 萬 | 0.02% | −71−0.3% | 減碼 |
| Baird Financial Group, Inc. | 22,511 | $14.2 萬 | 0.00% | −950−4.0% | 減碼 |
| Fifth Third Bancorp | 22,115 | $14.0 萬 | 0.00% | −1,185−5.1% | 減碼 |
| NWF Advisory Services Inc. | 21,200 | $13.4 萬 | 0.03% | −1,000−4.5% | 減碼 |
| Comerica Bank | 20,442 | $12.9 萬 | 0.00% | +20,442 | 新進 |
| Stonegate Investment Group, LLC | 19,599 | $12.4 萬 | 0.00% | 00.0% | 不變 |
| Cetera Investment Advisers | 18,958 | $12.0 萬 | 0.00% | +4,591+32.0% | 加碼 |
| Imprint Wealth LLC | 18,300 | $11.7 萬 | 0.10% | 00.0% | 不變 |
| Shufro Rose & Co LLC | 17,500 | $11.1 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 17,086 | $10.8 萬 | 0.00% | +32+0.2% | 加碼 |
| CoreCap Advisors, LLC | 17,029 | $10.8 萬 | 0.01% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 16,425 | $10.5 萬 | 0.00% | +100+0.6% | 加碼 |
| Captrust Financial Advisors | 16,052 | $10.2 萬 | 0.00% | +16,052 | 新進 |
| Exencial Wealth Advisors, LLC | 15,499 | $9.81 萬 | 0.00% | −696−4.3% | 減碼 |
| Logan Stone Capital, LLC | 15,000 | $9.49 萬 | 0.03% | +15,000 | 新進 |
| Beacon Pointe Advisors, LLC | 14,541 | $9.20 萬 | 0.00% | +200+1.4% | 加碼 |
| Davenport & Co LLC | 13,805 | $8.74 萬 | 0.00% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 13,800 | $8.74 萬 | 0.00% | +13,800 | 新進 |
| Independent Financial Group, LLC | 13,704 | $8.67 萬 | 0.01% | −2,529−15.6% | 減碼 |
| Prospera Financial Services Inc | 13,630 | $8.63 萬 | 0.00% | +13,630 | 新進 |
| Cetera Advisors LLC | 13,317 | $8.43 萬 | 0.00% | 00.0% | 不變 |