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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。

2024 年第 1 季與 2023 年第 4 季比較

持有 Nuveen Preferred & Income Opportunities Fund 的機構從 2023 年第 4 季到 2024 年第 1 季的變化。

2024 年第 1 季全部持有人2023 年第 4 季全部持有人

JPC 的 13F 持有人:2023 年第 4 季與 2024 年第 1 季比較
項目2023 年第 4 季其中尚未申報 2024 年第 1 季2024 年第 1 季變化
持有家數2983286−9
股數8,410 萬7,5518,096 萬−313.6 萬 (−3.7%)
市值$5.68 億$5.09 萬$5.81 億+$1,263 萬 (+2.2%)

3 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(37 家)

2024 年第 1 季季末持有 Nuveen Preferred & Income Opportunities Fund、2023 年第 4 季季末沒有持有的機構。

2024 年第 1 季新進 JPC 的機構
機構股數市值佔組合 %
Benchmark Investment Advisors LLC88,000$63.3 萬0.50%
RSM US Wealth Management LLC83,362$59.9 萬0.02%
Diversify Advisory Services, LLC73,000$52.3 萬0.03%
Ameritas Advisory Services, LLC50,568$36.2 萬0.01%
Walleye Capital LLC44,724$32.2 萬0.00%
XTX Topco Ltd39,998$28.8 萬0.04%
James Investment Research Inc36,500$26.2 萬0.03%
Prairie Wealth Advisors, Inc.34,227$24.8 萬0.12%
Bank of New York Mellon Corp27,289$19.6 萬0.00%
J. L. Bainbridge & Co., Inc.23,399$16.8 萬0.02%
Susquehanna International Group, LLP23,173$16.7 萬0.00%
Aptus Capital Advisors, LLC20,096$14.4 萬0.00%
Empower Advisory Group, LLC17,169$12.3 萬0.00%
Titleist Asset Management, LLC15,491$11.1 萬0.02%
Wealth Advisory Solutions, LLC14,000$10.1 萬0.03%
Second Line Capital, LLC12,551$9.08 萬0.03%
Future Financial Wealth Managment LLC12,000$8.63 萬0.07%
CIBC Private Wealth Group, LLC11,541$8.26 萬0.00%
Deutsche Bank AG10,991$7.90 萬0.00%
Heritage Wealth Management, Inc.10,985$7.90 萬0.08%
RFG Advisory, LLC10,209$7.34 萬0.00%
Good Life Advisors, LLC10,133$7.29 萬0.01%
Smith Chas P & Associates Pa Cpas10,000$7.19 萬0.00%
Pacific Wealth Strategies Group, Inc.10,000$7.19 萬0.06%
Gilliland Jeter Wealth Management LLC7,575$5.45 萬0.02%
Sunbelt Securities, Inc.4,780$3.44 萬0.00%
FNY Investment Advisers, LLC3,000$2.10 萬0.01%
Ronald Blue Trust, Inc.2,398$1.72 萬0.00%
Hilltop National Bank1,977$1.42 萬0.00%
Main Street Group, LTD1,681$1.21 萬0.01%
Gen-Wealth Partners Inc929$6,6800.00%
Assetmark, Inc711$5,1120.00%
LRI Investments, LLC415$2,9820.00%
Boyd Watterson Asset Management LLC395$2,8400.00%
Toth Financial Advisory Corp200$1,4380.00%
CBIZ Investment Advisory Services, LLC87$6260.00%
Tower Research Capital LLC (TRC)44$3160.00%

清倉機構(46 家)

2023 年第 4 季季末持有 Nuveen Preferred & Income Opportunities Fund、2024 年第 1 季有申報但已經沒有持有的機構。

2024 年第 1 季清倉 JPC 的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Saba Capital Management, L.P.897,248$606.5 萬
Rpo LLC687,473$464.7 萬
AE Wealth Management LLC366,678$264.4 萬
Cetera Advisor Networks LLC229,141$154.9 萬
Sea Otter Advisors LLC200,200$135.3 萬
Matisse Capital122,612$82.9 萬
Biechele Royce Advisors34,890$23.6 萬
Daymark Wealth Partners, LLC33,814$22.9 萬
Weiss Asset Management LP29,054$19.6 萬
Kovack Advisors, Inc.27,208$18.4 萬
CTC Alternative Strategies, Ltd.27,185$18.4 萬
Mairs & Power Inc26,999$18.3 萬
Emergent Wealth Advisors, LLC26,903$18.2 萬
Cetera Advisors LLC26,458$17.9 萬
Logan Stone Capital, LLC22,504$15.2 萬
Jane Street Group, LLC22,299$15.1 萬
Western Wealth Management, LLC19,838$13.4 萬
Elequin Capital LP19,777$13.4 萬
Arnhold LLC18,226$12.3 萬
Nwam LLC15,175$10.3 萬
Constitution Capital LLC15,113$10.2 萬
Family Management Corp14,156$9.57 萬
Creative Planning13,763$9.30 萬
NorthCrest Asset Manangement, LLC13,218$8.94 萬
Flagship Harbor Advisors, LLC11,904$8.05 萬
Sound View Wealth Advisors Group, LLC11,770$7.96 萬
Romano Brothers and Company11,550$7.81 萬
Moneta Group Investment Advisors LLC11,356$7.68 萬
Coldstream Capital Management Inc10,935$7.39 萬
J.W. Cole Advisors, Inc.10,408$7.04 萬
Farmers & Merchants Trust Co of Chambersburg PA10,089$6.80 萬
LM Advisors LLC8,800$5.95 萬
Bessemer Group Inc7,209$4.90 萬
Northwest Financial Advisors3,449$2.33 萬
Truvestments Capital LLC3,065$2.07 萬
Clearstead Advisors, LLC2,300$1.55 萬
McGlone Suttner Wealth Management, Inc.1,948$1.32 萬
Focused Wealth Management, Inc1,580$1.07 萬
Planned Solutions, Inc.1,545$1.04 萬
Provenance Wealth Advisors, LLC1,118$7,558
GPS Wealth Strategies Group, LLC909$6,145
Kelly Financial Services LLC670$4,527
Gradient Investments LLC625$4,225
Laurel Wealth Advisors LLC14$95
Rockbridge Investment Management, LCC4$28
DHJJ Financial Advisors, Ltd.2$14

尚未申報 2024 年第 1 季的機構(3 家)

2023 年第 4 季季末持有 Nuveen Preferred & Income Opportunities Fund、還沒有申報 2024 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2023 年第 4 季持有 JPC、尚未申報 2024 年第 1 季的機構
機構2023 年第 4 季股數2023 年第 4 季市值
Bartlett & Co. LLC3,419$2.30 萬
Baystate Wealth Management LLC3,027$2.05 萬
Coppell Advisory Solutions LLC1,105$7,470