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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 季與 2023 年第 3 季比較

持有 Nuveen Preferred & Income Opportunities Fund 的機構從 2023 年第 3 季到 2023 年第 4 季的變化。

2023 年第 4 季全部持有人2023 年第 3 季全部持有人

JPC 的 13F 持有人:2023 年第 3 季與 2023 年第 4 季比較
項目2023 年第 3 季其中尚未申報 2023 年第 4 季2023 年第 4 季變化
持有家數1402298+160
股數2,221 萬38.2 萬8,410 萬+6,227 萬 (+285.3%)
市值$1.41 億$241.9 萬$5.68 億+$4.30 億 (+311.0%)

2 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季:沒申報不算清倉,所以變化不計入它們。

新進機構(173 家)

2023 年第 4 季季末持有 Nuveen Preferred & Income Opportunities Fund、2023 年第 3 季季末沒有持有的機構。

依市值列出前 100 家,共 173 家。

2023 年第 4 季新進 JPC 的機構
機構股數市值佔組合 %
Sit Investment Associates Inc6,505,892$4,398 萬1.08%
Thomas J. Herzfeld Advisors, Inc.1,317,556$890.7 萬3.27%
Greatmark Investment Partners, Inc.862,713$583.2 萬0.91%
Pathstone Holdings, LLC553,447$374.1 萬0.02%
Rothschild Investment LLC520,189$351.6 萬0.29%
Rareview Capital LLC408,615$276.2 萬2.54%
Campbell Capital Management Inc395,857$267.6 萬1.25%
Lido Advisors, LLC367,194$248.2 萬0.02%
Chicago Partners Investment Group LLC269,535$191.4 萬0.09%
Park Avenue Securities LLC270,134$182.6 萬0.03%
Sowell Financial Services LLC251,567$170.1 萬0.09%
Petra Financial Advisors Inc206,489$139.6 萬1.17%
Sea Otter Advisors LLC200,200$135.3 萬1.29%
Fca Corp177,506$120.0 萬0.41%
Geneos Wealth Management Inc.163,706$110.7 萬0.05%
Wela Strategies, Inc.143,916$97.3 萬0.52%
Matisse Capital122,612$82.9 萬0.44%
Mariner, LLC106,256$71.8 萬0.00%
Whittier Trust Co98,678$66.7 萬0.01%
Millennium Management LLC96,813$65.4 萬0.00%
Samalin Investment Counsel, LLC92,603$62.6 萬0.32%
Shulman DeMeo Asset Management LLC91,169$61.6 萬0.17%
Eudaimonia Partners, LLC88,320$59.7 萬0.16%
Accel Wealth Management82,974$56.1 萬0.28%
Principal Securities, Inc.81,443$55.1 萬0.02%
All Season Financial Advisors, Inc.79,183$53.5 萬0.45%
Marino, Stram & Associates LLC79,161$53.5 萬0.14%
Financial Enhancement Group LLC74,568$50.9 萬0.09%
Stolper Co68,100$46.0 萬0.19%
Nomura Holdings Inc61,942$41.9 萬0.00%
Burney Co61,700$41.7 萬0.02%
TownSquare Capital, LLC55,804$37.7 萬0.01%
Marathon Trading Investment Management LLC55,000$37.2 萬0.07%
Gridiron Partners, LLC52,969$35.8 萬0.25%
CSS LLC51,605$34.9 萬0.03%
International Assets Investment Management, LLC49,259$33.3 萬0.04%
Walled Lake Planning & Wealth Management, LLC48,719$32.9 萬0.15%
One Wealth Management Investment & Advisory Services, LLC47,965$32.4 萬0.14%
49 Wealth Management, LLC46,409$31.4 萬0.08%
Raymond James Trust N.A.44,513$30.1 萬0.01%
Mercer Global Advisors Inc43,820$29.6 萬0.00%
Sage Capital Advisors,llc43,728$29.6 萬0.10%
Investmark Advisory Group LLC42,030$28.4 萬0.17%
Eschler Asset Management LLP39,000$28.2 萬0.22%
Central Trust Co40,832$27.6 萬0.01%
Patriot Financial Group Insurance Agency, LLC39,643$26.8 萬0.05%
Catalina Capital Group, LLC39,429$26.7 萬0.21%
Avantax Advisory Services, Inc.37,019$25.0 萬0.00%
Prevail Innovative Wealth Advisors, LLC35,493$24.0 萬0.11%
Caldwell Sutter Capital, Inc.33,864$22.9 萬0.12%
Daymark Wealth Partners, LLC33,814$22.9 萬0.01%
Penbrook Management LLC33,621$22.7 萬0.15%
Integrated Capital Management, Inc.32,365$21.9 萬0.19%
Parsons Capital Management Inc30,526$20.6 萬0.01%
Concurrent Investment Advisors, LLC29,940$20.2 萬0.01%
Weiss Asset Management LP29,054$19.6 萬0.01%
Berger Financial Group, Inc29,019$19.6 萬0.02%
Advisor OS, LLC28,924$19.6 萬0.03%
CI Private Wealth, LLC27,740$18.8 萬0.00%
Duncker Streett & Co Inc27,439$18.5 萬0.04%
Kovack Advisors, Inc.27,208$18.4 萬0.02%
CTC Alternative Strategies, Ltd.27,185$18.4 萬0.38%
AXS Investments LLC27,000$18.3 萬0.04%
Mairs & Power Inc26,999$18.3 萬0.00%
Emergent Wealth Advisors, LLC26,903$18.2 萬0.17%
D.A. Davidson & Co.26,596$18.0 萬0.00%
Snowden Capital Advisors LLC25,708$17.4 萬0.01%
Centurion Wealth Management LLC24,925$16.8 萬0.07%
Waterfront Wealth Inc.23,220$15.7 萬0.05%
Stonebrook Private Inc.23,015$15.6 萬0.05%
WealthTrust Axiom LLC22,329$15.1 萬0.05%
Wesbanco Bank Inc21,158$14.3 萬0.01%
We Are One Seven, LLC21,028$14.2 萬0.01%
Watershed Private Wealth LLC20,643$14.0 萬0.08%
International Private Wealth Advisors LLC20,291$13.7 萬0.14%
TSFG, LLC20,222$13.7 萬0.04%
SageView Advisory Group, LLC18,441$13.4 萬0.01%
Western Wealth Management, LLC19,838$13.4 萬0.01%
Elequin Capital LP19,777$13.4 萬0.04%
Coastal Investment Advisors, Inc.19,468$13.2 萬0.03%
Carson Advisory Inc.19,310$13.1 萬0.10%
Clifford Swan Investment Counsel LLC18,952$12.8 萬0.00%
Arnhold LLC18,226$12.3 萬0.01%
Pinnacle Wealth Planning Services, Inc.17,892$12.1 萬0.02%
Ieq Capital, LLC17,340$11.7 萬0.00%
Financial Advocates Investment Management17,057$11.5 萬0.01%
Horizon Kinetics Asset Management LLC16,714$11.3 萬0.00%
Belpointe Asset Management LLC16,546$11.2 萬0.01%
MKT Advisors LLC16,061$11.0 萬0.07%
Alpha Cubed Investments, LLC15,899$10.7 萬0.01%
Wetherby Asset Management Inc15,837$10.7 萬0.01%
Gill Capital Partners, LLC15,735$10.6 萬0.04%
Tyche Wealth Partners LLC15,726$10.6 萬0.03%
HTLF Bank15,683$10.6 萬0.01%
Transcend Wealth Collective, LLC15,335$10.4 萬0.01%
Nwam LLC15,175$10.3 萬0.01%
Constitution Capital LLC15,113$10.2 萬0.06%
180 Wealth Advisors, LLC14,502$9.91 萬0.02%
Moloney Securities Asset Management, LLC14,635$9.89 萬0.02%
Integrated Wealth Concepts LLC14,238$9.62 萬0.00%

清倉機構(13 家)

2023 年第 3 季季末持有 Nuveen Preferred & Income Opportunities Fund、2023 年第 4 季有申報但已經沒有持有的機構。

2023 年第 4 季清倉 JPC 的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Forum Private Client Group LLC440,000$278.5 萬
Brinker Capital Investments, LLC282,188$178.6 萬
Orion Portfolio Solutions, LLC282,188$178.6 萬
Woodline Partners LP89,312$56.5 萬
Jackson Hole Capital Partners, LLC43,496$27.5 萬
Ameritas Advisory Services, LLC30,004$18.2 萬
Imprint Wealth LLC18,300$11.7 萬
Exencial Wealth Advisors, LLC15,499$9.81 萬
Flow State Investments, L.P.12,800$8.10 萬
Susquehanna International Group, LLP11,640$7.37 萬
Cresset Asset Management, LLC10,500$6.69 萬
DF Dent & Co Inc10,568$6.69 萬
FNY Investment Advisers, LLC3,000$1.80 萬

尚未申報 2023 年第 4 季的機構(2 家)

2023 年第 3 季季末持有 Nuveen Preferred & Income Opportunities Fund、還沒有申報 2023 年第 4 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 3 季持有 JPC、尚未申報 2023 年第 4 季的機構
機構2023 年第 3 季股數2023 年第 3 季市值
Claybrook Capital, LLC357,226$226.1 萬
Pathstone Family Office, LLC25,000$15.8 萬