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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | 14,238 | $9.62 萬 | 0.00% | +14,238 | 新進 |
| Moloney Securities Asset Management, LLC | 14,635 | $9.89 萬 | 0.02% | +14,635 | 新進 |
| 180 Wealth Advisors, LLC | 14,502 | $9.91 萬 | 0.02% | +14,502 | 新進 |
| Gerber Kawasaki Wealth & Investment Management | 14,955 | $10.1 萬 | 0.01% | −15,095−50.2% | 減碼 |
| Constitution Capital LLC | 15,113 | $10.2 萬 | 0.06% | +15,113 | 新進 |
| Nwam LLC | 15,175 | $10.3 萬 | 0.01% | +15,175 | 新進 |
| Transcend Wealth Collective, LLC | 15,335 | $10.4 萬 | 0.01% | +15,335 | 新進 |
| HTLF Bank | 15,683 | $10.6 萬 | 0.01% | +15,683 | 新進 |
| Tyche Wealth Partners LLC | 15,726 | $10.6 萬 | 0.03% | +15,726 | 新進 |
| Gill Capital Partners, LLC | 15,735 | $10.6 萬 | 0.04% | +15,735 | 新進 |
| Wetherby Asset Management Inc | 15,837 | $10.7 萬 | 0.01% | +15,837 | 新進 |
| Alpha Cubed Investments, LLC | 15,899 | $10.7 萬 | 0.01% | +15,899 | 新進 |
| MKT Advisors LLC | 16,061 | $11.0 萬 | 0.07% | +16,061 | 新進 |
| Shufro Rose & Co LLC | 17,500 | $11.1 萬 | 0.01% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 16,546 | $11.2 萬 | 0.01% | +16,546 | 新進 |
| Horizon Kinetics Asset Management LLC | 16,714 | $11.3 萬 | 0.00% | +16,714 | 新進 |
| Glass Jacobson Investment Advisors llc | 16,761 | $11.3 萬 | 0.05% | +15,261+1,017.4% | 加碼 |
| Financial Advocates Investment Management | 17,057 | $11.5 萬 | 0.01% | +17,057 | 新進 |
| Ieq Capital, LLC | 17,340 | $11.7 萬 | 0.00% | +17,340 | 新進 |
| Beacon Pointe Advisors, LLC | 17,443 | $11.8 萬 | 0.00% | +2,902+20.0% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 17,892 | $12.1 萬 | 0.02% | +17,892 | 新進 |
| Stonegate Investment Group, LLC | 17,965 | $12.1 萬 | 0.00% | −1,634−8.3% | 減碼 |
| Arnhold LLC | 18,226 | $12.3 萬 | 0.01% | +18,226 | 新進 |
| Clifford Swan Investment Counsel LLC | 18,952 | $12.8 萬 | 0.00% | +18,952 | 新進 |
| Kestra Private Wealth Services, LLC | 18,988 | $12.8 萬 | 0.00% | +5,188+37.6% | 加碼 |
| Steward Partners Investment Advisory, LLC | 19,224 | $13.0 萬 | 0.00% | +2,138+12.5% | 加碼 |
| Carson Advisory Inc. | 19,310 | $13.1 萬 | 0.10% | +19,310 | 新進 |
| Coastal Investment Advisors, Inc. | 19,468 | $13.2 萬 | 0.03% | +19,468 | 新進 |
| Elequin Capital LP | 19,777 | $13.4 萬 | 0.04% | +19,777 | 新進 |
| Western Wealth Management, LLC | 19,838 | $13.4 萬 | 0.01% | +19,838 | 新進 |
| SageView Advisory Group, LLC | 18,441 | $13.4 萬 | 0.01% | +18,441 | 新進 |
| TSFG, LLC | 20,222 | $13.7 萬 | 0.04% | +20,222 | 新進 |
| International Private Wealth Advisors LLC | 20,291 | $13.7 萬 | 0.14% | +20,291 | 新進 |
| Fortitude Advisory Group L.L.C. | 20,598 | $13.9 萬 | 0.08% | +9,027+78.0% | 加碼 |
| Watershed Private Wealth LLC | 20,643 | $14.0 萬 | 0.08% | +20,643 | 新進 |
| We Are One Seven, LLC | 21,028 | $14.2 萬 | 0.01% | +21,028 | 新進 |
| Wesbanco Bank Inc | 21,158 | $14.3 萬 | 0.01% | +21,158 | 新進 |
| Jane Street Group, LLC | 22,299 | $15.1 萬 | 0.00% | −4,357−16.3% | 減碼 |
| WealthTrust Axiom LLC | 22,329 | $15.1 萬 | 0.05% | +22,329 | 新進 |
| Logan Stone Capital, LLC | 22,504 | $15.2 萬 | 0.03% | +7,504+50.0% | 加碼 |
| Stonebrook Private Inc. | 23,015 | $15.6 萬 | 0.05% | +23,015 | 新進 |
| Ausdal Financial Partners, Inc. | 23,186 | $15.7 萬 | 0.02% | −1,150−4.7% | 減碼 |
| Waterfront Wealth Inc. | 23,220 | $15.7 萬 | 0.05% | +23,220 | 新進 |
| Keybank National Association | 24,921 | $16.8 萬 | 0.00% | −7,079−22.1% | 減碼 |
| Centurion Wealth Management LLC | 24,925 | $16.8 萬 | 0.07% | +24,925 | 新進 |
| Fifth Third Bancorp | 25,629 | $17.3 萬 | 0.00% | +3,514+15.9% | 加碼 |
| Snowden Capital Advisors LLC | 25,708 | $17.4 萬 | 0.01% | +25,708 | 新進 |
| Cetera Advisors LLC | 26,458 | $17.9 萬 | 0.00% | +13,141+98.7% | 加碼 |
| D.A. Davidson & Co. | 26,596 | $18.0 萬 | 0.00% | +26,596 | 新進 |
| Emergent Wealth Advisors, LLC | 26,903 | $18.2 萬 | 0.17% | +26,903 | 新進 |
| Mairs & Power Inc | 26,999 | $18.3 萬 | 0.00% | +26,999 | 新進 |
| AXS Investments LLC | 27,000 | $18.3 萬 | 0.04% | +27,000 | 新進 |
| CTC Alternative Strategies, Ltd. | 27,185 | $18.4 萬 | 0.38% | +27,185 | 新進 |
| Kovack Advisors, Inc. | 27,208 | $18.4 萬 | 0.02% | +27,208 | 新進 |
| Duncker Streett & Co Inc | 27,439 | $18.5 萬 | 0.04% | +27,439 | 新進 |
| CI Private Wealth, LLC | 27,740 | $18.8 萬 | 0.00% | +27,740 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 27,938 | $18.9 萬 | 0.00% | +18,638+200.4% | 加碼 |
| NWF Advisory Services Inc. | 28,638 | $19.4 萬 | 0.04% | +7,438+35.1% | 加碼 |
| Advisor OS, LLC | 28,924 | $19.6 萬 | 0.03% | +28,924 | 新進 |
| Berger Financial Group, Inc | 29,019 | $19.6 萬 | 0.02% | +29,019 | 新進 |
| Weiss Asset Management LP | 29,054 | $19.6 萬 | 0.01% | +29,054 | 新進 |
| Concurrent Investment Advisors, LLC | 29,940 | $20.2 萬 | 0.01% | +29,940 | 新進 |
| Parsons Capital Management Inc | 30,526 | $20.6 萬 | 0.01% | +30,526 | 新進 |
| Private Trust Co NA | 31,169 | $21.1 萬 | 0.02% | +26,936+636.3% | 加碼 |
| Prospera Financial Services Inc | 31,289 | $21.2 萬 | 0.01% | +17,659+129.6% | 加碼 |
| Meridian Investment Counsel Inc. | 31,850 | $21.5 萬 | 0.07% | −1,000−3.0% | 減碼 |
| Integrated Capital Management, Inc. | 32,365 | $21.9 萬 | 0.19% | +32,365 | 新進 |
| Penbrook Management LLC | 33,621 | $22.7 萬 | 0.15% | +33,621 | 新進 |
| Daymark Wealth Partners, LLC | 33,814 | $22.9 萬 | 0.01% | +33,814 | 新進 |
| Caldwell Sutter Capital, Inc. | 33,864 | $22.9 萬 | 0.12% | +33,864 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 34,502 | $23.3 萬 | 0.00% | +23,840+223.6% | 加碼 |
| TCG Advisory Services, LLC | 34,779 | $23.5 萬 | 0.02% | −56−0.2% | 減碼 |
| Biechele Royce Advisors | 34,890 | $23.6 萬 | 0.08% | +800+2.3% | 加碼 |
| Prevail Innovative Wealth Advisors, LLC | 35,493 | $24.0 萬 | 0.11% | +35,493 | 新進 |
| Independent Financial Group, LLC | 36,212 | $24.5 萬 | 0.01% | +22,508+164.2% | 加碼 |
| Avantax Advisory Services, Inc. | 37,019 | $25.0 萬 | 0.00% | +37,019 | 新進 |
| RMB Capital Management, LLC | 37,585 | $25.4 萬 | 0.01% | 00.0% | 不變 |
| Catalina Capital Group, LLC | 39,429 | $26.7 萬 | 0.21% | +39,429 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 39,643 | $26.8 萬 | 0.05% | +39,643 | 新進 |
| Investors Asset Management of Georgia Inc | 41,000 | $27.6 萬 | 0.14% | +6,000+17.1% | 加碼 |
| Central Trust Co | 40,832 | $27.6 萬 | 0.01% | +40,832 | 新進 |
| Eschler Asset Management LLP | 39,000 | $28.2 萬 | 0.22% | +39,000 | 新進 |
| Investmark Advisory Group LLC | 42,030 | $28.4 萬 | 0.17% | +42,030 | 新進 |
| Sage Capital Advisors,llc | 43,728 | $29.6 萬 | 0.10% | +43,728 | 新進 |
| Mercer Global Advisors Inc | 43,820 | $29.6 萬 | 0.00% | +43,820 | 新進 |
| Raymond James Trust N.A. | 44,513 | $30.1 萬 | 0.01% | +44,513 | 新進 |
| 49 Wealth Management, LLC | 46,409 | $31.4 萬 | 0.08% | +46,409 | 新進 |
| One Wealth Management Investment & Advisory Services, LLC | 47,965 | $32.4 萬 | 0.14% | +47,965 | 新進 |
| National Asset Management, Inc. | 48,676 | $32.9 萬 | 0.01% | +37,391+331.3% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 48,719 | $32.9 萬 | 0.15% | +48,719 | 新進 |
| International Assets Investment Management, LLC | 49,259 | $33.3 萬 | 0.04% | +49,259 | 新進 |
| Live Oak Private Wealth LLC | 51,460 | $34.8 萬 | 0.07% | 00.0% | 不變 |
| CSS LLC | 51,605 | $34.9 萬 | 0.03% | +51,605 | 新進 |
| Harbour Investments, Inc. | 51,939 | $35.1 萬 | 0.01% | +10,579+25.6% | 加碼 |
| Gridiron Partners, LLC | 52,969 | $35.8 萬 | 0.25% | +52,969 | 新進 |
| Marathon Trading Investment Management LLC | 55,000 | $37.2 萬 | 0.07% | +55,000 | 新進 |
| TownSquare Capital, LLC | 55,804 | $37.7 萬 | 0.01% | +55,804 | 新進 |
| RVW Wealth, LLC | 58,500 | $39.5 萬 | 0.04% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 59,186 | $40.0 萬 | 0.00% | +17,251+41.1% | 加碼 |
| Operose Advisors LLC | 60,506 | $40.9 萬 | 0.16% | +16,041+36.1% | 加碼 |