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 |
|---|---|---|---|---|---|
| International Assets Investment Management, LLC | 49,302 | $35.3 萬 | 0.04% | +43+0.1% | 加碼 |
| Burney Co | 48,913 | $35.2 萬 | 0.01% | −12,787−20.7% | 減碼 |
| One Wealth Management Investment & Advisory Services, LLC | 47,965 | $34.5 萬 | 0.14% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 47,110 | $33.9 萬 | 0.01% | −20,115−29.9% | 減碼 |
| Centurion Wealth Management LLC | 46,476 | $33.4 萬 | 0.13% | +21,551+86.5% | 加碼 |
| 49 Wealth Management, LLC | 46,409 | $33.2 萬 | 0.07% | 00.0% | 不變 |
| Integrated Capital Management, Inc. | 44,959 | $32.3 萬 | 0.26% | +12,594+38.9% | 加碼 |
| Walleye Capital LLC | 44,724 | $32.2 萬 | 0.00% | +44,724 | 新進 |
| Raymond James Trust N.A. | 44,513 | $32.0 萬 | 0.01% | 00.0% | 不變 |
| Operose Advisors LLC | 44,465 | $32.0 萬 | 0.11% | −16,041−26.5% | 減碼 |
| Sage Capital Advisors,llc | 44,448 | $32.0 萬 | 0.09% | +720+1.6% | 加碼 |
| LexAurum Advisors, LLC | 44,260 | $31.8 萬 | 0.08% | −27,267−38.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 44,151 | $31.7 萬 | 0.01% | +25,163+132.5% | 加碼 |
| Investmark Advisory Group LLC | 42,510 | $30.6 萬 | 0.17% | +480+1.1% | 加碼 |
| Transcend Wealth Collective, LLC | 42,335 | $30.4 萬 | 0.02% | +27,000+176.1% | 加碼 |
| XTX Topco Ltd | 39,998 | $28.8 萬 | 0.04% | +39,998 | 新進 |
| Catalina Capital Group, LLC | 39,429 | $28.3 萬 | 0.12% | 00.0% | 不變 |
| Investors Asset Management of Georgia Inc | 39,000 | $28.0 萬 | 0.13% | −2,000−4.9% | 減碼 |
| Wetherby Asset Management Inc | 38,902 | $28.0 萬 | 0.01% | +23,065+145.6% | 加碼 |
| Mercer Global Advisors Inc | 38,251 | $27.5 萬 | 0.00% | −5,569−12.7% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 37,974 | $27.3 萬 | 0.04% | −1,669−4.2% | 減碼 |
| Millennium Management LLC | 37,714 | $27.1 萬 | 0.00% | −59,099−61.0% | 減碼 |
| Independent Financial Group, LLC | 37,282 | $26.8 萬 | 0.01% | +1,070+3.0% | 加碼 |
| RMB Capital Management, LLC | 37,045 | $26.6 萬 | 0.01% | −540−1.4% | 減碼 |
| James Investment Research Inc | 36,500 | $26.2 萬 | 0.03% | +36,500 | 新進 |
| Avantax Advisory Services, Inc. | 35,676 | $25.7 萬 | 0.00% | −1,343−3.6% | 減碼 |
| Prairie Wealth Advisors, Inc. | 34,227 | $24.8 萬 | 0.12% | +34,227 | 新進 |
| Carson Advisory Inc. | 33,710 | $24.2 萬 | 0.17% | +14,400+74.6% | 加碼 |
| Penbrook Management LLC | 33,621 | $24.2 萬 | 0.15% | 00.0% | 不變 |
| StoneX Group Inc. | 32,860 | $23.7 萬 | 0.02% | +20,588+167.8% | 加碼 |
| Private Trust Co NA | 31,169 | $22.4 萬 | 0.02% | 00.0% | 不變 |
| Shufro Rose & Co LLC | 30,873 | $22.2 萬 | 0.02% | +13,373+76.4% | 加碼 |
| Parsons Capital Management Inc | 30,526 | $21.9 萬 | 0.02% | 00.0% | 不變 |
| NWF Advisory Services Inc. | 30,138 | $21.7 萬 | 0.04% | +1,500+5.2% | 加碼 |
| Advisor OS, LLC | 28,924 | $20.8 萬 | 0.02% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 27,839 | $20.0 萬 | 0.00% | +10,396+59.6% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 27,508 | $19.8 萬 | 0.00% | −6,994−20.3% | 減碼 |
| Duncker Streett & Co Inc | 27,439 | $19.7 萬 | 0.04% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 27,305 | $19.6 萬 | 0.01% | −2,635−8.8% | 減碼 |
| Bank of New York Mellon Corp | 27,289 | $19.6 萬 | 0.00% | +27,289 | 新進 |
| Caldwell Sutter Capital, Inc. | 27,144 | $19.5 萬 | 0.09% | −6,720−19.8% | 減碼 |
| Ieq Capital, LLC | 26,555 | $19.1 萬 | 0.00% | +9,215+53.1% | 加碼 |
| Snowden Capital Advisors LLC | 25,732 | $18.6 萬 | 0.01% | +24+0.1% | 加碼 |
| Berger Financial Group, Inc | 25,012 | $18.0 萬 | 0.01% | −4,007−13.8% | 減碼 |
| Keybank National Association | 24,921 | $17.9 萬 | 0.00% | 00.0% | 不變 |
| Prospera Financial Services Inc | 24,487 | $17.6 萬 | 0.01% | −6,802−21.7% | 減碼 |
| Fortitude Advisory Group L.L.C. | 24,297 | $17.5 萬 | 0.10% | +3,699+18.0% | 加碼 |
| D.A. Davidson & Co. | 23,563 | $16.9 萬 | 0.00% | −3,033−11.4% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 23,399 | $16.8 萬 | 0.02% | +23,399 | 新進 |
| Ausdal Financial Partners, Inc. | 23,190 | $16.7 萬 | 0.02% | +40.0% | 加碼 |
| Susquehanna International Group, LLP | 23,173 | $16.7 萬 | 0.00% | +23,173 | 新進 |
| We Are One Seven, LLC | 22,493 | $16.2 萬 | 0.01% | +1,465+7.0% | 加碼 |
| WealthTrust Axiom LLC | 22,330 | $16.1 萬 | 0.05% | +10.0% | 加碼 |
| Fifth Third Bancorp | 22,115 | $15.9 萬 | 0.00% | −3,514−13.7% | 減碼 |
| Meridian Investment Counsel Inc. | 21,850 | $15.7 萬 | 0.05% | −10,000−31.4% | 減碼 |
| Clifford Swan Investment Counsel LLC | 21,424 | $15.4 萬 | 0.01% | +2,472+13.0% | 加碼 |
| Wesbanco Bank Inc | 21,155 | $15.2 萬 | 0.01% | −30.0% | 減碼 |
| Waterfront Wealth Inc. | 21,749 | $15.2 萬 | 0.04% | −1,471−6.3% | 減碼 |
| International Private Wealth Advisors LLC | 20,674 | $14.9 萬 | 0.29% | +383+1.9% | 加碼 |
| Strategic Financial Concepts, LLC | 20,553 | $14.8 萬 | 0.04% | +9,676+89.0% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 20,404 | $14.7 萬 | 0.02% | +2,512+14.0% | 加碼 |
| TSFG, LLC | 20,222 | $14.5 萬 | 0.04% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 20,096 | $14.4 萬 | 0.00% | +20,096 | 新進 |
| AXS Investments LLC | 20,000 | $14.4 萬 | 0.03% | −7,000−25.9% | 減碼 |
| Coastal Investment Advisors, Inc. | 19,640 | $14.1 萬 | 0.03% | +172+0.9% | 加碼 |
| Stonebrook Private Inc. | 19,421 | $14.0 萬 | 0.04% | −3,594−15.6% | 減碼 |
| MML Investors Services, LLC | 19,008 | $13.7 萬 | 0.00% | +8,442+79.9% | 加碼 |
| Sofos Investments, Inc. | 18,442 | $12.9 萬 | 0.02% | +9,221+100.0% | 加碼 |
| Central Trust Co | 17,498 | $12.6 萬 | 0.00% | −23,334−57.1% | 減碼 |
| Glass Jacobson Investment Advisors llc | 17,211 | $12.4 萬 | 0.05% | +450+2.7% | 加碼 |
| Empower Advisory Group, LLC | 17,169 | $12.3 萬 | 0.00% | +17,169 | 新進 |
| Virtu Financial LLC | 17,029 | $12.2 萬 | 0.01% | +3,466+25.6% | 加碼 |
| Watershed Private Wealth LLC | 16,847 | $12.1 萬 | 0.05% | −3,796−18.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 16,744 | $12.0 萬 | 0.00% | −2,480−12.9% | 減碼 |
| Horizon Kinetics Asset Management LLC | 16,714 | $12.0 萬 | 0.00% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 16,546 | $11.9 萬 | 0.01% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 15,988 | $11.5 萬 | 0.00% | −1,977−11.0% | 減碼 |
| Alpha Cubed Investments, LLC | 15,899 | $11.4 萬 | 0.01% | 00.0% | 不變 |
| MKT Advisors LLC | 16,061 | $11.3 萬 | 0.06% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 15,726 | $11.3 萬 | 0.03% | 00.0% | 不變 |
| HTLF Bank | 15,683 | $11.3 萬 | 0.01% | 00.0% | 不變 |
| Titleist Asset Management, LLC | 15,491 | $11.1 萬 | 0.02% | +15,491 | 新進 |
| Gill Capital Partners, LLC | 15,735 | $11.1 萬 | 0.04% | 00.0% | 不變 |
| Financial Advocates Investment Management | 15,107 | $10.9 萬 | 0.01% | −1,950−11.4% | 減碼 |
| 180 Wealth Advisors, LLC | 14,502 | $10.4 萬 | 0.02% | 00.0% | 不變 |
| Nomura Holdings Inc | 14,482 | $10.4 萬 | 0.00% | −47,460−76.6% | 減碼 |
| Moloney Securities Asset Management, LLC | 14,327 | $10.3 萬 | 0.02% | −308−2.1% | 減碼 |
| Integrated Wealth Concepts LLC | 14,129 | $10.2 萬 | 0.00% | −109−0.8% | 減碼 |
| Wealth Advisory Solutions, LLC | 14,000 | $10.1 萬 | 0.03% | +14,000 | 新進 |
| Gerber Kawasaki Wealth & Investment Management | 13,899 | $9.99 萬 | 0.01% | −1,056−7.1% | 減碼 |
| Benjamin F. Edwards & Company, Inc. | 13,733 | $9.90 萬 | 0.00% | −14,205−50.8% | 減碼 |
| Resurgent Financial Advisors LLC | 13,728 | $9.87 萬 | 0.05% | +6,969+103.1% | 加碼 |
| Beacon Financial Group | 13,705 | $9.85 萬 | 0.01% | +273+2.0% | 加碼 |
| VeraBank, N.A. | 13,658 | $9.82 萬 | 0.03% | 00.0% | 不變 |
| Resources Investment Advisors, LLC. | 13,547 | $9.74 萬 | 0.00% | +11+0.1% | 加碼 |
| Valley Brook Capital Group | 13,489 | $9.70 萬 | 0.08% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 13,369 | $9.61 萬 | 0.01% | 00.0% | 不變 |
| Hollencrest Capital Management | 13,362 | $9.61 萬 | 0.00% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 13,312 | $9.57 萬 | 0.00% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 13,222 | $9.51 萬 | 0.01% | 00.0% | 不變 |