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。
2024 年第 1 季 13F 持有人
Nuveen Preferred & Income Opportunities Fund 在 2024/3/31 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
- 286
- 較 2023 年第 4 季 −9 家
- 持有股數
- 8,096 萬
- 較 2023 年第 4 季 −313.6 萬 (−3.7%)
- 總市值
- $5.81 億
- 較 2023 年第 4 季 +$1,263 萬 (+2.2%)
- 新進機構
- 37
- 另有 92 家加碼
- 清倉機構
- 46
- 另有 88 家減碼
另有 3 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 13,459,566 | $9,677 萬 | 0.01% | +955,799+7.6% | 加碼 |
| Rivernorth Capital Management, LLC | 7,042,269 | $5,063 萬 | 2.45% | −2,563,375−26.7% | 減碼 |
| Sit Investment Associates Inc | 6,578,667 | $4,730 萬 | 1.09% | +72,775+1.1% | 加碼 |
| Invesco Ltd. | 4,420,583 | $3,178 萬 | 0.01% | +107,415+2.5% | 加碼 |
| Wells Fargo & Company | 3,345,432 | $2,405 萬 | 0.01% | +112,760+3.5% | 加碼 |
| UBS Group AG | 3,319,616 | $2,387 萬 | 0.01% | −66,838−2.0% | 減碼 |
| LPL Financial LLC | 2,809,794 | $2,020 萬 | 0.01% | +1,200,496+74.6% | 加碼 |
| Bank of America Corp | 2,500,025 | $1,798 萬 | 0.00% | +610,025+32.3% | 加碼 |
| Raymond James & Associates | 2,269,985 | $1,632 萬 | 0.01% | +104,414+4.8% | 加碼 |
| Penserra Capital Management LLC | 1,854,872 | $1,334 萬 | 0.17% | +7,373+0.4% | 加碼 |
| CNH Partners LLC | 1,818,591 | $1,308 萬 | 0.46% | −400,525−18.0% | 減碼 |
| Commonwealth Equity Services, LLC | 1,763,421 | $1,268 萬 | 0.02% | −28,336−1.6% | 減碼 |
| Cohen & Steers, Inc. | 1,395,741 | $1,004 萬 | 0.02% | 00.0% | 不變 |
| Algebris (UK) Ltd | 1,429,820 | $952.8 萬 | 4.23% | 00.0% | 不變 |
| Thomas J. Herzfeld Advisors, Inc. | 1,165,060 | $837.7 萬 | 2.96% | −152,496−11.6% | 減碼 |
| Ameriprise Financial Inc | 1,067,338 | $768.3 萬 | 0.00% | −1,481−0.1% | 減碼 |
| Envestnet Asset Management Inc | 996,590 | $716.5 萬 | 0.00% | −165,933−14.3% | 減碼 |
| Greatmark Investment Partners, Inc. | 967,236 | $695.4 萬 | 0.99% | +104,523+12.1% | 加碼 |
| Capital Investment Advisors, LLC | 926,888 | $666.4 萬 | 0.16% | +87,213+10.4% | 加碼 |
| Advisor Group Holdings, Inc. | 815,105 | $586.1 萬 | 0.01% | −15,714−1.9% | 減碼 |
| Royal Bank of Canada | 704,485 | $506.5 萬 | 0.00% | +4,546+0.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 677,633 | $487.2 萬 | 0.26% | +119,218+21.3% | 加碼 |
| Captrust Financial Advisors | 675,202 | $485.5 萬 | 0.02% | +89,054+15.2% | 加碼 |
| Guggenheim Capital LLC | 582,384 | $418.7 萬 | 0.03% | +128,786+28.4% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 578,624 | $416.0 萬 | 0.01% | −8,906−1.5% | 減碼 |
| Stifel Financial Corp | 549,787 | $395.3 萬 | 0.00% | +34,309+6.7% | 加碼 |
| Moors & Cabot, Inc. | 542,696 | $390.2 萬 | 0.21% | −23,952−4.2% | 減碼 |
| Janney Montgomery Scott LLC | 532,770 | $383.1 萬 | 0.01% | +101,383+23.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 532,426 | $382.8 萬 | 0.06% | −4,361−0.8% | 減碼 |
| Rothschild Investment LLC | 528,701 | $380.1 萬 | 0.28% | +8,512+1.6% | 加碼 |
| Baird Financial Group, Inc. | 482,325 | $346.8 萬 | 0.01% | +323,669+204.0% | 加碼 |
| Advisors Asset Management, Inc. | 477,939 | $343.6 萬 | 0.07% | +176,037+58.3% | 加碼 |
| Pathstone Holdings, LLC | 476,282 | $342.7 萬 | 0.02% | −77,165−13.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 475,059 | $341.6 萬 | 0.01% | −7,367−1.5% | 減碼 |
| Protective Life Corp | 440,000 | $316.4 萬 | 100.00% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 438,121 | $315.0 萬 | 0.28% | −346,416−44.2% | 減碼 |
| Lido Advisors, LLC | 400,716 | $290.0 萬 | 0.03% | +33,522+9.1% | 加碼 |
| Campbell Capital Management Inc | 399,064 | $286.9 萬 | 1.26% | +3,207+0.8% | 加碼 |
| Cetera Investment Advisers | 345,396 | $248.3 萬 | 0.01% | +215,668+166.2% | 加碼 |
| Cerity Partners LLC | 343,262 | $246.8 萬 | 0.01% | +68,507+24.9% | 加碼 |
| Truist Financial Corp | 334,445 | $240.5 萬 | 0.00% | +19,435+6.2% | 加碼 |
| Sowell Financial Services LLC | 330,100 | $238.9 萬 | 0.11% | +78,533+31.2% | 加碼 |
| Park Avenue Securities LLC | 326,379 | $234.7 萬 | 0.03% | +56,245+20.8% | 加碼 |
| Chicago Partners Investment Group LLC | 300,509 | $209.8 萬 | 0.09% | +30,974+11.5% | 加碼 |
| Rareview Capital LLC | 289,879 | $208.4 萬 | 2.05% | −118,736−29.1% | 減碼 |
| First Trust Advisors LP | 280,545 | $201.7 萬 | 0.00% | +24,320+9.5% | 加碼 |
| Fiera Capital Corp | 277,253 | $199.3 萬 | 0.01% | +1,991+0.7% | 加碼 |
| GWM Advisors LLC | 245,115 | $176.2 萬 | 0.02% | +33,356+15.8% | 加碼 |
| CoreCap Advisors, LLC | 240,931 | $173.2 萬 | 0.09% | −23,784−9.0% | 減碼 |
| Davenport & Co LLC | 219,873 | $158.1 萬 | 0.01% | −857−0.4% | 減碼 |
| Petra Financial Advisors Inc | 204,892 | $147.3 萬 | 1.08% | −1,597−0.8% | 減碼 |
| Fca Corp | 203,555 | $146.4 萬 | 0.47% | +26,049+14.7% | 加碼 |
| MSH Capital Advisors LLC | 196,211 | $141.1 萬 | 0.50% | +4,079+2.1% | 加碼 |
| Jupiter Wealth Management LLC | 182,794 | $132.0 萬 | 0.70% | 00.0% | 不變 |
| Private Advisor Group, LLC | 175,476 | $126.2 萬 | 0.01% | −7,488−4.1% | 減碼 |
| Shaker Financial Services, LLC | 158,013 | $114.2 萬 | 0.44% | −314,123−66.5% | 減碼 |
| Thrivent Financial for Lutherans | 158,412 | $113.9 萬 | 0.00% | −14,000−8.1% | 減碼 |
| Geneos Wealth Management Inc. | 152,772 | $109.8 萬 | 0.05% | −10,934−6.7% | 減碼 |
| Rockefeller Capital Management L.P. | 128,821 | $92.6 萬 | 0.00% | −517,058−80.1% | 減碼 |
| E&G Advisors, LP | 112,350 | $80.7 萬 | 0.25% | −1,050−0.9% | 減碼 |
| Kestra Advisory Services, LLC | 108,844 | $78.3 萬 | 0.01% | +1,962+1.8% | 加碼 |
| Mariner, LLC | 107,967 | $77.6 萬 | 0.00% | +1,711+1.6% | 加碼 |
| Melfa Wealth Management, LLC | 104,456 | $75.1 萬 | 0.54% | +150.0% | 加碼 |
| Wedbush Securities Inc | 103,154 | $74.2 萬 | 0.03% | −832−0.8% | 減碼 |
| Palogic Value Management, L.P. | 102,293 | $73.5 萬 | 0.32% | 00.0% | 不變 |
| Cary Street Partner Investment Advisory LLC | 99,742 | $71.7 萬 | 0.03% | +3,637+3.8% | 加碼 |
| Samalin Investment Counsel, LLC | 94,740 | $68.1 萬 | 0.32% | +2,137+2.3% | 加碼 |
| Prevail Innovative Wealth Advisors, LLC | 92,248 | $66.3 萬 | 0.25% | +56,755+159.9% | 加碼 |
| Whittier Trust Co | 91,507 | $65.8 萬 | 0.01% | −7,171−7.3% | 減碼 |
| Wealthcare Advisory Partners LLC | 91,290 | $65.6 萬 | 0.02% | −6,664−6.8% | 減碼 |
| Shulman DeMeo Asset Management LLC | 90,695 | $65.2 萬 | 0.17% | −474−0.5% | 減碼 |
| Wela Strategies, Inc. | 89,226 | $64.2 萬 | 0.30% | −54,690−38.0% | 減碼 |
| HighTower Advisors, LLC | 88,804 | $63.7 萬 | 0.00% | −285,927−76.3% | 減碼 |
| Benchmark Investment Advisors LLC | 88,000 | $63.3 萬 | 0.50% | +88,000 | 新進 |
| Comerica Bank | 87,445 | $62.9 萬 | 0.00% | −2,171−2.4% | 減碼 |
| Spire Wealth Management | 85,649 | $61.6 萬 | 0.02% | +14,348+20.1% | 加碼 |
| Accel Wealth Management | 84,119 | $60.5 萬 | 0.26% | +1,145+1.4% | 加碼 |
| All Season Financial Advisors, Inc. | 83,898 | $60.3 萬 | 0.50% | +4,715+6.0% | 加碼 |
| RSM US Wealth Management LLC | 83,362 | $59.9 萬 | 0.02% | +83,362 | 新進 |
| Principal Securities, Inc. | 80,579 | $57.9 萬 | 0.02% | −864−1.1% | 減碼 |
| Marino, Stram & Associates LLC | 79,161 | $56.9 萬 | 0.13% | 00.0% | 不變 |
| Eudaimonia Partners, LLC | 79,061 | $56.8 萬 | 0.14% | −9,259−10.5% | 減碼 |
| Atria Wealth Solutions, Inc. | 73,869 | $53.4 萬 | 0.01% | −24,648−25.0% | 減碼 |
| Diversify Advisory Services, LLC | 73,000 | $52.3 萬 | 0.03% | +73,000 | 新進 |
| Level Four Advisory Services, LLC | 76,337 | $51.6 萬 | 0.03% | 00.0% | 不變 |
| Financial Enhancement Group LLC | 71,977 | $49.7 萬 | 0.08% | −2,591−3.5% | 減碼 |
| Stolper Co | 68,776 | $49.4 萬 | 0.18% | +676+1.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 61,126 | $43.9 萬 | 0.00% | +1,940+3.3% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 59,470 | $42.8 萬 | 0.07% | −17,117−22.3% | 減碼 |
| RVW Wealth, LLC | 58,500 | $42.1 萬 | 0.04% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 58,268 | $41.9 萬 | 0.02% | +23,489+67.5% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $39.7 萬 | 0.16% | +6,550+13.4% | 加碼 |
| TownSquare Capital, LLC | 54,247 | $39.0 萬 | 0.01% | −1,557−2.8% | 減碼 |
| Gridiron Partners, LLC | 52,969 | $38.1 萬 | 0.24% | 00.0% | 不變 |
| Harbour Investments, Inc. | 51,939 | $37.3 萬 | 0.01% | 00.0% | 不變 |
| CSS LLC | 51,605 | $37.1 萬 | 0.03% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 51,460 | $37.0 萬 | 0.06% | 00.0% | 不變 |
| CI Private Wealth, LLC | 51,293 | $36.9 萬 | 0.00% | +23,553+84.9% | 加碼 |
| Ameritas Advisory Services, LLC | 50,568 | $36.2 萬 | 0.01% | +50,568 | 新進 |
| Marathon Trading Investment Management LLC | 50,000 | $36.0 萬 | 0.14% | −5,000−9.1% | 減碼 |