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 |
|---|---|---|---|---|---|
| Titleist Asset Management, LLC | 15,491 | $11.6 萬 | 0.02% | 00.0% | 不變 |
| Central Trust Co | 15,521 | $11.6 萬 | 0.00% | −1,977−11.3% | 減碼 |
| Clearstead Advisors, LLC | 15,593 | $11.6 萬 | 0.00% | +15,593 | 新進 |
| Schechter Investment Advisors, LLC | 15,593 | $11.6 萬 | 0.01% | +2,371+17.9% | 加碼 |
| Glass Jacobson Investment Advisors llc | 15,676 | $11.7 萬 | 0.04% | −1,535−8.9% | 減碼 |
| HTLF Bank | 15,683 | $11.7 萬 | 0.01% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 15,726 | $11.7 萬 | 0.03% | 00.0% | 不變 |
| Gill Capital Partners, LLC | 15,735 | $11.8 萬 | 0.05% | 00.0% | 不變 |
| Alpha Cubed Investments, LLC | 15,899 | $11.9 萬 | 0.01% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 15,988 | $11.9 萬 | 0.00% | 00.0% | 不變 |
| MKT Advisors LLC | 16,061 | $12.1 萬 | 0.06% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 16,546 | $12.4 萬 | 0.01% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 16,714 | $12.5 萬 | 0.00% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 16,892 | $12.6 萬 | 0.00% | −3,204−15.9% | 減碼 |
| D.A. Davidson & Co. | 16,958 | $12.7 萬 | 0.00% | −6,605−28.0% | 減碼 |
| Second Line Capital, LLC | 16,892 | $12.7 萬 | 0.04% | +4,341+34.6% | 加碼 |
| We Are One Seven, LLC | 17,154 | $12.8 萬 | 0.01% | −5,339−23.7% | 減碼 |
| MML Investors Services, LLC | 17,817 | $13.3 萬 | 0.00% | −1,191−6.3% | 減碼 |
| Wealth Advisory Solutions, LLC | 18,072 | $13.5 萬 | 0.04% | +4,072+29.1% | 加碼 |
| CI Private Wealth, LLC | 18,176 | $13.6 萬 | 0.00% | −33,117−64.6% | 減碼 |
| CIBC Private Wealth Group, LLC | 18,119 | $13.6 萬 | 0.00% | +6,578+57.0% | 加碼 |
| Concorde Asset Management, LLC | 18,851 | $14.1 萬 | 0.09% | +18,851 | 新進 |
| Jane Street Group, LLC | 18,879 | $14.1 萬 | 0.00% | +18,879 | 新進 |
| Steward Partners Investment Advisory, LLC | 19,279 | $14.4 萬 | 0.00% | +2,535+15.1% | 加碼 |
| J.W. Cole Advisors, Inc. | 19,534 | $14.6 萬 | 0.01% | +19,534 | 新進 |
| Kovack Advisors, Inc. | 19,763 | $14.8 萬 | 0.02% | +19,763 | 新進 |
| Waterfront Wealth Inc. | 19,772 | $14.8 萬 | 0.04% | −1,977−9.1% | 減碼 |
| Meridian Investment Counsel Inc. | 19,850 | $14.8 萬 | 0.05% | −2,000−9.2% | 減碼 |
| Parsons Capital Management Inc | 19,997 | $14.9 萬 | 0.01% | −10,529−34.5% | 減碼 |
| TSFG, LLC | 20,222 | $15.1 萬 | 0.04% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 20,216 | $15.1 萬 | 0.03% | +576+2.9% | 加碼 |
| Beacon Pointe Advisors, LLC | 20,793 | $15.5 萬 | 0.00% | −7,046−25.3% | 減碼 |
| International Private Wealth Advisors LLC | 21,061 | $15.7 萬 | 0.27% | +387+1.9% | 加碼 |
| Ausdal Financial Partners, Inc. | 21,134 | $15.8 萬 | 0.02% | −2,056−8.9% | 減碼 |
| LexAurum Advisors, LLC | 21,372 | $16.0 萬 | 0.04% | −22,888−51.7% | 減碼 |
| Clifford Swan Investment Counsel LLC | 21,424 | $16.0 萬 | 0.01% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 21,442 | $16.0 萬 | 0.05% | −888−4.0% | 減碼 |
| Wesbanco Bank Inc | 21,550 | $16.1 萬 | 0.01% | +395+1.9% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 21,826 | $16.3 萬 | 0.02% | +1,422+7.0% | 加碼 |
| Fifth Third Bancorp | 22,115 | $16.5 萬 | 0.00% | 00.0% | 不變 |
| J. L. Bainbridge & Co., Inc. | 23,399 | $17.5 萬 | 0.02% | 00.0% | 不變 |
| Berger Financial Group, Inc | 23,682 | $17.7 萬 | 0.01% | −1,330−5.3% | 減碼 |
| Snowden Capital Advisors LLC | 23,732 | $17.9 萬 | 0.01% | −2,000−7.8% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 24,253 | $18.1 萬 | 0.00% | −3,255−11.8% | 減碼 |
| Fortitude Advisory Group L.L.C. | 24,297 | $18.1 萬 | 0.11% | 00.0% | 不變 |
| CSS LLC | 24,805 | $18.5 萬 | 0.01% | −26,800−51.9% | 減碼 |
| Calamos Advisors LLC | 24,878 | $18.6 萬 | 0.00% | +24,878 | 新進 |
| Keybank National Association | 24,921 | $18.6 萬 | 0.00% | 00.0% | 不變 |
| Ieq Capital, LLC | 25,003 | $18.7 萬 | 0.00% | −1,552−5.8% | 減碼 |
| Caldwell Sutter Capital, Inc. | 27,144 | $20.3 萬 | 0.10% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 27,439 | $20.5 萬 | 0.04% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 28,094 | $21.0 萬 | 0.01% | +789+2.9% | 加碼 |
| Advisor OS, LLC | 29,016 | $21.7 萬 | 0.02% | +92+0.3% | 加碼 |
| NWF Advisory Services Inc. | 29,150 | $21.8 萬 | 0.03% | −988−3.3% | 減碼 |
| Bank of New York Mellon Corp | 30,076 | $22.5 萬 | 0.00% | +2,787+10.2% | 加碼 |
| Private Trust Co NA | 31,169 | $23.3 萬 | 0.03% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 32,688 | $24.4 萬 | 0.04% | −5,286−13.9% | 減碼 |
| StoneX Group Inc. | 32,694 | $24.6 萬 | 0.02% | −166−0.5% | 減碼 |
| Rockefeller Capital Management L.P. | 33,245 | $24.8 萬 | 0.00% | −95,576−74.2% | 減碼 |
| Prairie Wealth Advisors, Inc. | 33,068 | $24.9 萬 | 0.13% | −1,159−3.4% | 減碼 |
| Shufro Rose & Co LLC | 33,373 | $24.9 萬 | 0.02% | +2,500+8.1% | 加碼 |
| Penbrook Management LLC | 33,621 | $25.1 萬 | 0.15% | 00.0% | 不變 |
| Whittier Trust Co | 35,774 | $26.7 萬 | 0.00% | −55,733−60.9% | 減碼 |
| Mercer Global Advisors Inc | 36,349 | $27.2 萬 | 0.00% | −1,902−5.0% | 減碼 |
| James Investment Research Inc | 36,500 | $27.3 萬 | 0.03% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 37,504 | $28.0 萬 | 0.01% | −6,647−15.1% | 減碼 |
| Carson Advisory Inc. | 37,510 | $28.0 萬 | 0.20% | +3,800+11.3% | 加碼 |
| Millennium Management LLC | 37,714 | $28.2 萬 | 0.00% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 38,073 | $28.4 萬 | 0.01% | −829−2.1% | 減碼 |
| Catalina Capital Group, LLC | 39,429 | $29.5 萬 | 0.11% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 39,289 | $29.6 萬 | 0.01% | +39,289 | 新進 |
| Burney Co | 40,734 | $30.4 萬 | 0.01% | −8,179−16.7% | 減碼 |
| Avantax Advisory Services, Inc. | 41,676 | $31.1 萬 | 0.00% | +6,000+16.8% | 加碼 |
| Raymond James Trust N.A. | 43,103 | $32.2 萬 | 0.01% | −1,410−3.2% | 減碼 |
| Investmark Advisory Group LLC | 43,859 | $32.8 萬 | 0.17% | +1,349+3.2% | 加碼 |
| Investors Asset Management of Georgia Inc | 44,000 | $32.9 萬 | 0.16% | +5,000+12.8% | 加碼 |
| Independent Financial Group, LLC | 44,394 | $33.2 萬 | 0.01% | +7,112+19.1% | 加碼 |
| Park Avenue Securities LLC | 44,447 | $33.2 萬 | 0.00% | −281,932−86.4% | 減碼 |
| Operose Advisors LLC | 44,465 | $33.2 萬 | 0.12% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 45,935 | $34.3 萬 | 0.02% | +3,600+8.5% | 加碼 |
| Spire Wealth Management | 46,220 | $34.5 萬 | 0.01% | −39,429−46.0% | 減碼 |
| 49 Wealth Management, LLC | 46,409 | $34.6 萬 | 0.07% | 00.0% | 不變 |
| Prospera Financial Services Inc | 46,754 | $34.9 萬 | 0.01% | +22,267+90.9% | 加碼 |
| Oppenheimer & Co Inc | 47,165 | $35.2 萬 | 0.01% | +55+0.1% | 加碼 |
| One Wealth Management Investment & Advisory Services, LLC | 47,965 | $35.8 萬 | 0.14% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 48,575 | $36.3 萬 | 0.03% | −727−1.5% | 減碼 |
| Ameritas Advisory Services, LLC | 49,710 | $37.1 萬 | 0.01% | −858−1.7% | 減碼 |
| Advisory Services Network, LLC | 50,505 | $37.7 萬 | 0.01% | +38,520+321.4% | 加碼 |
| Live Oak Private Wealth LLC | 51,460 | $38.4 萬 | 0.07% | 00.0% | 不變 |
| National Asset Management, Inc. | 51,341 | $38.7 萬 | 0.01% | +40,056+354.9% | 加碼 |
| Harbour Investments, Inc. | 51,939 | $38.8 萬 | 0.01% | 00.0% | 不變 |
| Sage Capital Advisors,llc | 52,358 | $39.1 萬 | 0.11% | +7,910+17.8% | 加碼 |
| Gridiron Partners, LLC | 52,969 | $39.6 萬 | 0.25% | 00.0% | 不變 |
| TownSquare Capital, LLC | 53,728 | $40.1 萬 | 0.01% | −519−1.0% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $41.3 萬 | 0.17% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 58,255 | $43.5 萬 | 0.02% | −130.0% | 減碼 |
| Northwestern Mutual Wealth Management Co | 58,433 | $43.6 萬 | 0.00% | −2,693−4.4% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 58,444 | $43.7 萬 | 0.07% | −1,026−1.7% | 減碼 |
| RVW Wealth, LLC | 58,500 | $43.7 萬 | 0.04% | 00.0% | 不變 |
| Stolper Co | 68,398 | $51.1 萬 | 0.18% | −378−0.5% | 減碼 |