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 4 季 13F 持有人
Nuveen Preferred & Income Opportunities Fund 在 2023/12/31 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
- 298
- 較 2023 年第 3 季 +160 家
- 持有股數
- 8,410 萬
- 較 2023 年第 3 季 +6,227 萬 (+285.3%)
- 總市值
- $5.68 億
- 較 2023 年第 3 季 +$4.30 億 (+311.0%)
- 新進機構
- 173
- 另有 96 家加碼
- 清倉機構
- 13
- 另有 12 家減碼
另有 2 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 12,503,767 | $8,453 萬 | 0.01% | +10,656,972+577.1% | 加碼 |
| Rivernorth Capital Management, LLC | 9,605,644 | $6,493 萬 | 3.11% | +7,921,053+470.2% | 加碼 |
| Sit Investment Associates Inc | 6,505,892 | $4,398 萬 | 1.08% | +6,505,892 | 新進 |
| Invesco Ltd. | 4,313,168 | $2,916 萬 | 0.01% | +2,736,555+173.6% | 加碼 |
| UBS Group AG | 3,386,454 | $2,289 萬 | 0.01% | +3,117,522+1,159.2% | 加碼 |
| Wells Fargo & Company | 3,232,672 | $2,185 萬 | 0.01% | +1,653,505+104.7% | 加碼 |
| CNH Partners LLC | 2,219,116 | $1,500 萬 | 0.61% | +1,416,391+176.4% | 加碼 |
| Raymond James & Associates | 2,165,571 | $1,464 萬 | 0.01% | +1,356,104+167.5% | 加碼 |
| Bank of America Corp | 1,890,000 | $1,278 萬 | 0.00% | +1,447,738+327.3% | 加碼 |
| Penserra Capital Management LLC | 1,847,499 | $1,249 萬 | 0.23% | +127,870+7.4% | 加碼 |
| Commonwealth Equity Services, LLC | 1,791,757 | $1,211 萬 | 0.02% | +1,230,541+219.3% | 加碼 |
| LPL Financial LLC | 1,609,298 | $1,088 萬 | 0.01% | +1,360,880+547.8% | 加碼 |
| Cohen & Steers, Inc. | 1,395,741 | $943.5 萬 | 0.02% | +514,317+58.4% | 加碼 |
| Thomas J. Herzfeld Advisors, Inc. | 1,317,556 | $890.7 萬 | 3.27% | +1,317,556 | 新進 |
| Algebris (UK) Ltd | 1,429,820 | $875.6 萬 | 4.57% | +1,238,786+648.5% | 加碼 |
| Envestnet Asset Management Inc | 1,162,523 | $785.9 萬 | 0.00% | +950,972+449.5% | 加碼 |
| Ameriprise Financial Inc | 1,068,819 | $732.5 萬 | 0.00% | +754,945+240.5% | 加碼 |
| Saba Capital Management, L.P. | 897,248 | $606.5 萬 | 0.15% | +855,885+2,069.2% | 加碼 |
| Greatmark Investment Partners, Inc. | 862,713 | $583.2 萬 | 0.91% | +862,713 | 新進 |
| Capital Investment Advisors, LLC | 839,675 | $567.6 萬 | 0.14% | +744,845+785.5% | 加碼 |
| Advisor Group Holdings, Inc. | 830,819 | $561.6 萬 | 0.01% | +609,534+275.5% | 加碼 |
| Landscape Capital Management, L.L.C. | 784,537 | $530.3 萬 | 0.47% | +617,164+368.7% | 加碼 |
| Royal Bank of Canada | 699,939 | $473.1 萬 | 0.00% | +511,928+272.3% | 加碼 |
| Rpo LLC | 687,473 | $464.7 萬 | 7.33% | +259,031+60.5% | 加碼 |
| Rockefeller Capital Management L.P. | 645,879 | $436.6 萬 | 0.01% | +355,996+122.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 587,530 | $397.2 萬 | 0.01% | +492,304+517.0% | 加碼 |
| Captrust Financial Advisors | 586,148 | $396.2 萬 | 0.01% | +570,096+3,551.6% | 加碼 |
| Moors & Cabot, Inc. | 566,648 | $383.1 萬 | 0.24% | +249,484+78.7% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 558,415 | $377.5 萬 | 0.22% | +229,052+69.5% | 加碼 |
| Pathstone Holdings, LLC | 553,447 | $374.1 萬 | 0.02% | +553,447 | 新進 |
| Stratos Wealth Partners, LTD. | 536,787 | $362.9 萬 | 0.07% | +355,221+195.6% | 加碼 |
| Rothschild Investment LLC | 520,189 | $351.6 萬 | 0.29% | +520,189 | 新進 |
| Stifel Financial Corp | 515,478 | $348.5 萬 | 0.00% | +251,312+95.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 482,426 | $326.1 萬 | 0.01% | +422,981+711.6% | 加碼 |
| Shaker Financial Services, LLC | 472,136 | $319.2 萬 | 1.31% | +305,505+183.3% | 加碼 |
| Guggenheim Capital LLC | 453,598 | $306.6 萬 | 0.02% | +157,132+53.0% | 加碼 |
| Protective Life Corp | 440,000 | $297.4 萬 | 100.00% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 431,387 | $291.6 萬 | 0.01% | +198,190+85.0% | 加碼 |
| Rareview Capital LLC | 408,615 | $276.2 萬 | 2.54% | +408,615 | 新進 |
| Campbell Capital Management Inc | 395,857 | $267.6 萬 | 1.25% | +395,857 | 新進 |
| AE Wealth Management LLC | 366,678 | $264.4 萬 | 0.01% | +338,787+1,214.7% | 加碼 |
| HighTower Advisors, LLC | 374,731 | $253.3 萬 | 0.00% | +338,830+943.8% | 加碼 |
| Lido Advisors, LLC | 367,194 | $248.2 萬 | 0.02% | +367,194 | 新進 |
| Boothbay Fund Management, LLC | 333,363 | $225.4 萬 | 0.08% | +116,564+53.8% | 加碼 |
| Truist Financial Corp | 315,010 | $212.9 萬 | 0.00% | +127,676+68.2% | 加碼 |
| Advisors Asset Management, Inc. | 301,902 | $204.1 萬 | 0.04% | +217,210+256.5% | 加碼 |
| Chicago Partners Investment Group LLC | 269,535 | $191.4 萬 | 0.09% | +269,535 | 新進 |
| Fiera Capital Corp | 275,262 | $186.1 萬 | 0.01% | 00.0% | 不變 |
| Cerity Partners LLC | 274,755 | $185.7 萬 | 0.01% | +264,703+2,633.3% | 加碼 |
| Park Avenue Securities LLC | 270,134 | $182.6 萬 | 0.03% | +270,134 | 新進 |
| CoreCap Advisors, LLC | 264,715 | $178.9 萬 | 0.12% | +247,686+1,454.5% | 加碼 |
| First Trust Advisors LP | 256,225 | $173.2 萬 | 0.00% | +4,908+2.0% | 加碼 |
| Sowell Financial Services LLC | 251,567 | $170.1 萬 | 0.09% | +251,567 | 新進 |
| Cetera Advisor Networks LLC | 229,141 | $154.9 萬 | 0.01% | +151,345+194.5% | 加碼 |
| Davenport & Co LLC | 220,730 | $149.2 萬 | 0.01% | +206,925+1,498.9% | 加碼 |
| GWM Advisors LLC | 211,759 | $146.6 萬 | 0.01% | +143,719+211.2% | 加碼 |
| Petra Financial Advisors Inc | 206,489 | $139.6 萬 | 1.17% | +206,489 | 新進 |
| Sea Otter Advisors LLC | 200,200 | $135.3 萬 | 1.29% | +200,200 | 新進 |
| MSH Capital Advisors LLC | 192,132 | $129.9 萬 | 0.49% | +69,429+56.6% | 加碼 |
| Private Advisor Group, LLC | 182,964 | $123.7 萬 | 0.01% | +63,021+52.5% | 加碼 |
| Jupiter Wealth Management LLC | 182,794 | $123.6 萬 | 0.73% | 00.0% | 不變 |
| Fca Corp | 177,506 | $120.0 萬 | 0.41% | +177,506 | 新進 |
| Wolverine Asset Management LLC | 173,349 | $117.2 萬 | 0.02% | +70,106+67.9% | 加碼 |
| Thrivent Financial for Lutherans | 172,412 | $116.6 萬 | 0.00% | +78,612+83.8% | 加碼 |
| Geneos Wealth Management Inc. | 163,706 | $110.7 萬 | 0.05% | +163,706 | 新進 |
| Baird Financial Group, Inc. | 158,656 | $107.3 萬 | 0.00% | +136,145+604.8% | 加碼 |
| Wela Strategies, Inc. | 143,916 | $97.3 萬 | 0.52% | +143,916 | 新進 |
| Cetera Investment Advisers | 129,728 | $87.7 萬 | 0.01% | +110,770+584.3% | 加碼 |
| Matisse Capital | 122,612 | $82.9 萬 | 0.44% | +122,612 | 新進 |
| E&G Advisors, LP | 113,400 | $76.6 萬 | 0.27% | −25,700−18.5% | 減碼 |
| Kestra Advisory Services, LLC | 106,882 | $72.3 萬 | 0.01% | +94,810+785.4% | 加碼 |
| Mariner, LLC | 106,256 | $71.8 萬 | 0.00% | +106,256 | 新進 |
| Melfa Wealth Management, LLC | 104,441 | $70.6 萬 | 0.66% | +41,404+65.7% | 加碼 |
| Wedbush Securities Inc | 103,986 | $70.3 萬 | 0.03% | +63,290+155.5% | 加碼 |
| Palogic Value Management, L.P. | 102,293 | $69.2 萬 | 0.31% | +77,556+313.5% | 加碼 |
| Whittier Trust Co | 98,678 | $66.7 萬 | 0.01% | +98,678 | 新進 |
| Atria Wealth Solutions, Inc. | 98,517 | $66.6 萬 | 0.01% | +82,092+499.8% | 加碼 |
| Wealthcare Advisory Partners LLC | 97,954 | $66.2 萬 | 0.03% | +71,014+263.6% | 加碼 |
| Millennium Management LLC | 96,813 | $65.4 萬 | 0.00% | +96,813 | 新進 |
| Cary Street Partner Investment Advisory LLC | 96,105 | $65.0 萬 | 0.03% | −4,897−4.8% | 減碼 |
| Samalin Investment Counsel, LLC | 92,603 | $62.6 萬 | 0.32% | +92,603 | 新進 |
| Shulman DeMeo Asset Management LLC | 91,169 | $61.6 萬 | 0.17% | +91,169 | 新進 |
| Comerica Bank | 89,616 | $60.6 萬 | 0.00% | +69,174+338.4% | 加碼 |
| Eudaimonia Partners, LLC | 88,320 | $59.7 萬 | 0.16% | +88,320 | 新進 |
| Accel Wealth Management | 82,974 | $56.1 萬 | 0.28% | +82,974 | 新進 |
| Principal Securities, Inc. | 81,443 | $55.1 萬 | 0.02% | +81,443 | 新進 |
| All Season Financial Advisors, Inc. | 79,183 | $53.5 萬 | 0.45% | +79,183 | 新進 |
| Marino, Stram & Associates LLC | 79,161 | $53.5 萬 | 0.14% | +79,161 | 新進 |
| Mosaic Family Wealth Partners, LLC | 76,587 | $51.8 萬 | 0.09% | −2,159−2.7% | 減碼 |
| Level Four Advisory Services, LLC | 76,337 | $51.6 萬 | 0.03% | +32,858+75.6% | 加碼 |
| Financial Enhancement Group LLC | 74,568 | $50.9 萬 | 0.09% | +74,568 | 新進 |
| Spire Wealth Management | 71,301 | $49.8 萬 | 0.02% | +65,142+1,057.7% | 加碼 |
| LexAurum Advisors, LLC | 71,527 | $48.4 萬 | 0.13% | +21,587+43.2% | 加碼 |
| Stolper Co | 68,100 | $46.0 萬 | 0.19% | +68,100 | 新進 |
| Bramshill Investments, LLC | 67,237 | $45.5 萬 | 0.04% | +9,476+16.4% | 加碼 |
| Oppenheimer & Co Inc | 67,225 | $45.4 萬 | 0.01% | +29,576+78.6% | 加碼 |
| Nomura Holdings Inc | 61,942 | $41.9 萬 | 0.00% | +61,942 | 新進 |
| Burney Co | 61,700 | $41.7 萬 | 0.02% | +61,700 | 新進 |
| Operose Advisors LLC | 60,506 | $40.9 萬 | 0.16% | +16,041+36.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 59,186 | $40.0 萬 | 0.00% | +17,251+41.1% | 加碼 |