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 2 季 13F 持有人
Nuveen Preferred & Income Opportunities Fund 在 2024/6/30 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
- 281
- 較 2024 年第 1 季 −2 家
- 持有股數
- 7,786 萬
- 較 2024 年第 1 季 −297.8 萬 (−3.7%)
- 總市值
- $5.80 億
- 較 2024 年第 1 季 +$51.7 萬 (+0.1%)
- 新進機構
- 28
- 另有 82 家加碼
- 清倉機構
- 30
- 另有 90 家減碼
另有 3 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 12,371,267 | $9,241 萬 | 0.01% | −1,088,299−8.1% | 減碼 |
| Sit Investment Associates Inc | 6,200,735 | $4,632 萬 | 1.07% | −377,932−5.7% | 減碼 |
| Rivernorth Capital Management, LLC | 5,055,008 | $3,776 萬 | 1.78% | −1,987,261−28.2% | 減碼 |
| Invesco Ltd. | 4,134,945 | $3,089 萬 | 0.01% | −285,638−6.5% | 減碼 |
| UBS Group AG | 3,536,364 | $2,642 萬 | 0.01% | +216,748+6.5% | 加碼 |
| Wells Fargo & Company | 3,433,923 | $2,565 萬 | 0.01% | +88,491+2.6% | 加碼 |
| LPL Financial LLC | 3,321,020 | $2,481 萬 | 0.01% | +511,226+18.2% | 加碼 |
| Bank of America Corp | 3,299,478 | $2,465 萬 | 0.00% | +799,453+32.0% | 加碼 |
| Raymond James & Associates | 2,372,462 | $1,772 萬 | 0.01% | +102,477+4.5% | 加碼 |
| Commonwealth Equity Services, LLC | 2,093,860 | $1,564 萬 | 0.02% | +330,439+18.7% | 加碼 |
| Penserra Capital Management LLC | 1,897,025 | $1,417 萬 | 0.18% | +42,153+2.3% | 加碼 |
| Cohen & Steers, Inc. | 1,365,741 | $1,020 萬 | 0.02% | −30,000−2.1% | 減碼 |
| Algebris (UK) Ltd | 1,429,820 | $996.9 萬 | 3.21% | 00.0% | 不變 |
| CNH Partners LLC | 1,223,985 | $914.3 萬 | 0.24% | −594,606−32.7% | 減碼 |
| Ameriprise Financial Inc | 1,057,555 | $789.4 萬 | 0.00% | −9,783−0.9% | 減碼 |
| Thomas J. Herzfeld Advisors, Inc. | 1,050,552 | $784.8 萬 | 2.75% | −114,508−9.8% | 減碼 |
| Greatmark Investment Partners, Inc. | 1,030,096 | $769.5 萬 | 1.12% | +62,860+6.5% | 加碼 |
| Capital Investment Advisors, LLC | 1,016,237 | $759.1 萬 | 0.17% | +89,349+9.6% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 819,416 | $612.1 萬 | 0.31% | +141,783+20.9% | 加碼 |
| Guggenheim Capital LLC | 764,515 | $571.1 萬 | 0.04% | +182,131+31.3% | 加碼 |
| Royal Bank of Canada | 749,436 | $559.8 萬 | 0.00% | +44,951+6.4% | 加碼 |
| Envestnet Asset Management Inc | 735,081 | $549.1 萬 | 0.00% | −261,509−26.2% | 減碼 |
| Advisor Group Holdings, Inc. | 709,588 | $530.1 萬 | 0.01% | −105,517−12.9% | 減碼 |
| Captrust Financial Advisors | 708,238 | $529.1 萬 | 0.02% | +33,036+4.9% | 加碼 |
| Advisors Asset Management, Inc. | 689,698 | $515.2 萬 | 0.10% | +211,759+44.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 621,772 | $464.5 萬 | 0.01% | +43,148+7.5% | 加碼 |
| Stifel Financial Corp | 556,137 | $415.4 萬 | 0.00% | +6,350+1.2% | 加碼 |
| Moors & Cabot, Inc. | 539,329 | $402.9 萬 | 0.21% | −3,367−0.6% | 減碼 |
| Janney Montgomery Scott LLC | 536,937 | $401.1 萬 | 0.01% | +4,167+0.8% | 加碼 |
| Stratos Wealth Partners, LTD. | 528,857 | $395.1 萬 | 0.06% | −3,569−0.7% | 減碼 |
| Rothschild Investment LLC | 522,885 | $390.6 萬 | 0.27% | −5,816−1.1% | 減碼 |
| Baird Financial Group, Inc. | 477,265 | $356.5 萬 | 0.01% | −5,060−1.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 450,224 | $336.3 萬 | 0.01% | −24,835−5.2% | 減碼 |
| Protective Life Corp | 440,000 | $328.7 萬 | 100.00% | 00.0% | 不變 |
| Cerity Partners LLC | 432,424 | $323.0 萬 | 0.01% | +89,162+26.0% | 加碼 |
| Lido Advisors, LLC | 396,961 | $299.2 萬 | 0.02% | −3,755−0.9% | 減碼 |
| Cetera Investment Advisers | 398,939 | $298.0 萬 | 0.01% | +53,543+15.5% | 加碼 |
| Campbell Capital Management Inc | 398,605 | $297.8 萬 | 1.28% | −459−0.1% | 減碼 |
| Prevail Innovative Wealth Advisors, LLC | 376,070 | $280.9 萬 | 0.99% | +283,822+307.7% | 加碼 |
| Truist Financial Corp | 347,544 | $259.6 萬 | 0.00% | +13,099+3.9% | 加碼 |
| Sowell Financial Services LLC | 328,807 | $247.8 萬 | 0.12% | −1,293−0.4% | 減碼 |
| Chicago Partners Investment Group LLC | 303,827 | $232.4 萬 | 0.09% | +3,318+1.1% | 加碼 |
| Rareview Capital LLC | 289,928 | $216.6 萬 | 2.07% | +490.0% | 加碼 |
| First Trust Advisors LP | 287,016 | $214.4 萬 | 0.00% | +6,471+2.3% | 加碼 |
| Fiera Capital Corp | 277,253 | $207.1 萬 | 0.01% | 00.0% | 不變 |
| GWM Advisors LLC | 251,858 | $188.1 萬 | 0.01% | +6,743+2.8% | 加碼 |
| CoreCap Advisors, LLC | 234,410 | $175.1 萬 | 0.18% | −6,521−2.7% | 減碼 |
| Davenport & Co LLC | 232,045 | $173.3 萬 | 0.01% | +12,172+5.5% | 加碼 |
| Fca Corp | 208,944 | $156.1 萬 | 0.50% | +5,389+2.6% | 加碼 |
| MSH Capital Advisors LLC | 204,062 | $152.4 萬 | 0.51% | +7,851+4.0% | 加碼 |
| Petra Financial Advisors Inc | 200,937 | $150.1 萬 | 1.08% | −3,955−1.9% | 減碼 |
| Jupiter Wealth Management LLC | 182,794 | $140.4 萬 | 0.74% | 00.0% | 不變 |
| Sanctuary Advisors, LLC | 185,385 | $130.0 萬 | 0.01% | +185,385 | 新進 |
| Geneos Wealth Management Inc. | 161,103 | $120.3 萬 | 0.05% | +8,331+5.5% | 加碼 |
| Thrivent Financial for Lutherans | 158,412 | $118.3 萬 | 0.00% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 157,280 | $117.2 萬 | 0.02% | +73,918+88.7% | 加碼 |
| Private Advisor Group, LLC | 145,626 | $108.8 萬 | 0.01% | −29,850−17.0% | 減碼 |
| Mariner, LLC | 112,543 | $84.1 萬 | 0.00% | +4,576+4.2% | 加碼 |
| E&G Advisors, LP | 109,450 | $81.7 萬 | 0.24% | −2,900−2.6% | 減碼 |
| Pathstone Holdings, LLC | 108,054 | $80.7 萬 | 0.00% | −368,228−77.3% | 減碼 |
| Kestra Advisory Services, LLC | 104,649 | $78.2 萬 | 0.00% | −4,195−3.9% | 減碼 |
| Melfa Wealth Management, LLC | 104,357 | $78.0 萬 | 0.54% | −99−0.1% | 減碼 |
| Palogic Value Management, L.P. | 101,305 | $75.7 萬 | 0.32% | −988−1.0% | 減碼 |
| Samalin Investment Counsel, LLC | 95,246 | $71.1 萬 | 0.33% | +506+0.5% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 95,204 | $71.1 萬 | 0.03% | −4,538−4.5% | 減碼 |
| Wela Strategies, Inc. | 92,535 | $69.1 萬 | 0.32% | +3,309+3.7% | 加碼 |
| Shulman DeMeo Asset Management LLC | 90,523 | $67.6 萬 | 0.18% | −172−0.2% | 減碼 |
| Benchmark Investment Advisors LLC | 88,000 | $65.7 萬 | 0.48% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 85,512 | $63.9 萬 | 0.02% | −5,778−6.3% | 減碼 |
| Atria Wealth Solutions, Inc. | 83,287 | $62.6 萬 | 0.01% | +9,418+12.7% | 加碼 |
| Accel Wealth Management | 82,597 | $61.7 萬 | 0.25% | −1,522−1.8% | 減碼 |
| Landscape Capital Management, L.L.C. | 80,584 | $60.2 萬 | 0.05% | −357,537−81.6% | 減碼 |
| All Season Financial Advisors, Inc. | 79,699 | $59.5 萬 | 0.54% | −4,199−5.0% | 減碼 |
| Principal Securities, Inc. | 79,394 | $59.3 萬 | 0.02% | −1,185−1.5% | 減碼 |
| Marino, Stram & Associates LLC | 79,161 | $59.1 萬 | 0.14% | 00.0% | 不變 |
| Wedbush Securities Inc | 78,902 | $58.9 萬 | 0.02% | −24,252−23.5% | 減碼 |
| Diversify Advisory Services, LLC | 73,000 | $54.9 萬 | 0.03% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 71,636 | $53.5 萬 | 0.02% | −4,701−6.2% | 減碼 |
| HighTower Advisors, LLC | 71,701 | $53.3 萬 | 0.00% | −17,103−19.3% | 減碼 |
| Comerica Bank | 71,306 | $53.3 萬 | 0.00% | −16,139−18.5% | 減碼 |
| Stolper Co | 68,398 | $51.1 萬 | 0.18% | −378−0.5% | 減碼 |
| RVW Wealth, LLC | 58,500 | $43.7 萬 | 0.04% | 00.0% | 不變 |
| Mosaic Family Wealth Partners, LLC | 58,444 | $43.7 萬 | 0.07% | −1,026−1.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 58,433 | $43.6 萬 | 0.00% | −2,693−4.4% | 減碼 |
| TCG Advisory Services, LLC | 58,255 | $43.5 萬 | 0.02% | −130.0% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $41.3 萬 | 0.17% | 00.0% | 不變 |
| TownSquare Capital, LLC | 53,728 | $40.1 萬 | 0.01% | −519−1.0% | 減碼 |
| Gridiron Partners, LLC | 52,969 | $39.6 萬 | 0.25% | 00.0% | 不變 |
| Sage Capital Advisors,llc | 52,358 | $39.1 萬 | 0.11% | +7,910+17.8% | 加碼 |
| Harbour Investments, Inc. | 51,939 | $38.8 萬 | 0.01% | 00.0% | 不變 |
| National Asset Management, Inc. | 51,341 | $38.7 萬 | 0.01% | +40,056+354.9% | 加碼 |
| Live Oak Private Wealth LLC | 51,460 | $38.4 萬 | 0.07% | 00.0% | 不變 |
| Advisory Services Network, LLC | 50,505 | $37.7 萬 | 0.01% | +38,520+321.4% | 加碼 |
| Ameritas Advisory Services, LLC | 49,710 | $37.1 萬 | 0.01% | −858−1.7% | 減碼 |
| International Assets Investment Management, LLC | 48,575 | $36.3 萬 | 0.03% | −727−1.5% | 減碼 |
| One Wealth Management Investment & Advisory Services, LLC | 47,965 | $35.8 萬 | 0.14% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 47,165 | $35.2 萬 | 0.01% | +55+0.1% | 加碼 |
| Prospera Financial Services Inc | 46,754 | $34.9 萬 | 0.01% | +22,267+90.9% | 加碼 |
| 49 Wealth Management, LLC | 46,409 | $34.6 萬 | 0.07% | 00.0% | 不變 |
| Spire Wealth Management | 46,220 | $34.5 萬 | 0.01% | −39,429−46.0% | 減碼 |