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 3 季 13F 持有人
Nuveen Preferred & Income Opportunities Fund 在 2024/9/30 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
- 289
- 較 2024 年第 2 季 +10 家
- 持有股數
- 6,528 萬
- 較 2024 年第 2 季 −1,255 萬 (−16.1%)
- 總市值
- $5.24 億
- 較 2024 年第 2 季 −$5,647 萬 (−9.7%)
- 新進機構
- 41
- 另有 97 家加碼
- 清倉機構
- 31
- 另有 73 家減碼
另有 2 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 9,376,929 | $7,567 萬 | 0.01% | −2,994,338−24.2% | 減碼 |
| Sit Investment Associates Inc | 5,229,530 | $4,220 萬 | 0.94% | −971,205−15.7% | 減碼 |
| UBS Group AG | 4,010,312 | $3,236 萬 | 0.01% | +473,948+13.4% | 加碼 |
| Wells Fargo & Company | 3,461,315 | $2,793 萬 | 0.01% | +27,392+0.8% | 加碼 |
| LPL Financial LLC | 3,415,069 | $2,756 萬 | 0.01% | +94,049+2.8% | 加碼 |
| Invesco Ltd. | 3,211,532 | $2,592 萬 | 0.01% | −923,413−22.3% | 減碼 |
| Bank of America Corp | 3,198,706 | $2,581 萬 | 0.00% | −100,772−3.1% | 減碼 |
| Raymond James & Associates | 2,562,498 | $2,068 萬 | 0.01% | +190,036+8.0% | 加碼 |
| Commonwealth Equity Services, LLC | 2,193,784 | $1,770 萬 | 0.03% | +99,924+4.8% | 加碼 |
| Cohen & Steers, Inc. | 1,365,741 | $1,102 萬 | 0.02% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 1,069,296 | $862.9 萬 | 0.18% | +53,059+5.2% | 加碼 |
| Greatmark Investment Partners, Inc. | 1,022,242 | $824.9 萬 | 1.12% | −7,854−0.8% | 減碼 |
| Guggenheim Capital LLC | 1,015,315 | $819.4 萬 | 0.06% | +250,800+32.8% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 918,156 | $741.0 萬 | 0.35% | +98,740+12.1% | 加碼 |
| Advisors Asset Management, Inc. | 857,035 | $691.6 萬 | 0.13% | +167,337+24.3% | 加碼 |
| Captrust Financial Advisors | 844,947 | $681.9 萬 | 0.02% | +136,709+19.3% | 加碼 |
| Royal Bank of Canada | 751,348 | $606.4 萬 | 0.00% | +1,912+0.3% | 加碼 |
| Advisor Group Holdings, Inc. | 714,553 | $576.6 萬 | 0.01% | +4,965+0.7% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 666,648 | $538.0 萬 | 0.01% | +44,876+7.2% | 加碼 |
| Envestnet Asset Management Inc | 622,813 | $502.6 萬 | 0.00% | −112,268−15.3% | 減碼 |
| Penserra Capital Management LLC | 620,969 | $501.1 萬 | 0.11% | −1,276,056−67.3% | 減碼 |
| Janney Montgomery Scott LLC | 611,042 | $493.1 萬 | 0.01% | +74,105+13.8% | 加碼 |
| Thomas J. Herzfeld Advisors, Inc. | 563,822 | $455.0 萬 | 1.52% | −486,730−46.3% | 減碼 |
| Stifel Financial Corp | 554,891 | $447.8 萬 | 0.00% | −1,246−0.2% | 減碼 |
| Ameriprise Financial Inc | 544,682 | $439.6 萬 | 0.00% | −512,873−48.5% | 減碼 |
| Moors & Cabot, Inc. | 541,845 | $437.3 萬 | 0.22% | +2,516+0.5% | 加碼 |
| Stratos Wealth Partners, LTD. | 530,063 | $427.8 萬 | 0.06% | +1,206+0.2% | 加碼 |
| Cerity Partners LLC | 515,543 | $416.0 萬 | 0.01% | +83,119+19.2% | 加碼 |
| Rothschild Investment LLC | 514,042 | $414.8 萬 | 0.27% | −8,843−1.7% | 減碼 |
| Baird Financial Group, Inc. | 484,589 | $391.1 萬 | 0.01% | +7,324+1.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 454,322 | $366.6 萬 | 0.01% | +4,098+0.9% | 加碼 |
| Protective Life Corp | 440,000 | $355.1 萬 | 100.00% | 00.0% | 不變 |
| Cetera Investment Advisers | 422,235 | $340.7 萬 | 0.01% | +23,296+5.8% | 加碼 |
| Lido Advisors, LLC | 396,961 | $320.3 萬 | 0.02% | 00.0% | 不變 |
| Campbell Capital Management Inc | 393,267 | $317.4 萬 | 1.26% | −5,338−1.3% | 減碼 |
| Truist Financial Corp | 330,895 | $267.0 萬 | 0.00% | −16,649−4.8% | 減碼 |
| Chicago Partners Investment Group LLC | 317,337 | $255.1 萬 | 0.09% | +13,510+4.4% | 加碼 |
| Sowell Financial Services LLC | 310,378 | $252.6 萬 | 0.12% | −18,429−5.6% | 減碼 |
| Rareview Capital LLC | 289,928 | $234.0 萬 | 1.75% | 00.0% | 不變 |
| Fiera Capital Corp | 284,541 | $229.6 萬 | 0.01% | +7,288+2.6% | 加碼 |
| First Trust Advisors LP | 275,794 | $222.6 萬 | 0.00% | −11,222−3.9% | 減碼 |
| Davenport & Co LLC | 267,470 | $215.8 萬 | 0.01% | +35,425+15.3% | 加碼 |
| GWM Advisors LLC | 262,070 | $211.5 萬 | 0.01% | +10,212+4.1% | 加碼 |
| Jane Street Group, LLC | 243,162 | $196.2 萬 | 0.00% | +224,283+1,188.0% | 加碼 |
| Prevail Innovative Wealth Advisors, LLC | 238,150 | $192.2 萬 | 0.59% | −137,920−36.7% | 減碼 |
| CoreCap Advisors, LLC | 234,072 | $188.9 萬 | 0.09% | −338−0.1% | 減碼 |
| Fca Corp | 223,366 | $180.3 萬 | 0.55% | +14,422+6.9% | 加碼 |
| Sanctuary Advisors, LLC | 210,234 | $169.2 萬 | 0.01% | +24,849+13.4% | 加碼 |
| MSH Capital Advisors LLC | 204,504 | $165.0 萬 | 0.50% | +442+0.2% | 加碼 |
| Thrivent Financial for Lutherans | 183,412 | $148.0 萬 | 0.00% | +25,000+15.8% | 加碼 |
| Geneos Wealth Management Inc. | 167,238 | $135.0 萬 | 0.05% | +6,135+3.8% | 加碼 |
| Private Advisor Group, LLC | 156,035 | $125.9 萬 | 0.01% | +10,409+7.1% | 加碼 |
| Millennium Management LLC | 122,436 | $98.8 萬 | 0.00% | +84,722+224.6% | 加碼 |
| HighTower Advisors, LLC | 120,390 | $96.9 萬 | 0.00% | +48,689+67.9% | 加碼 |
| RSM US Wealth Management LLC | 119,868 | $96.6 萬 | 0.01% | −37,412−23.8% | 減碼 |
| Kestra Advisory Services, LLC | 116,935 | $94.4 萬 | 0.01% | +12,286+11.7% | 加碼 |
| E&G Advisors, LP | 107,850 | $86.9 萬 | 0.24% | −1,600−1.5% | 減碼 |
| CNH Partners LLC | 103,913 | $83.9 萬 | 0.02% | −1,120,072−91.5% | 減碼 |
| Mariner, LLC | 103,417 | $83.5 萬 | 0.00% | −9,126−8.1% | 減碼 |
| Samalin Investment Counsel, LLC | 101,361 | $81.8 萬 | 0.36% | +6,115+6.4% | 加碼 |
| Palogic Value Management, L.P. | 101,305 | $81.8 萬 | 0.33% | 00.0% | 不變 |
| Melfa Wealth Management, LLC | 101,117 | $81.6 萬 | 0.54% | −3,240−3.1% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 92,904 | $75.0 萬 | 0.03% | −2,300−2.4% | 減碼 |
| Shulman DeMeo Asset Management LLC | 90,566 | $73.1 萬 | 0.18% | +430.0% | 加碼 |
| Wealthcare Advisory Partners LLC | 88,699 | $71.6 萬 | 0.02% | +3,187+3.7% | 加碼 |
| Benchmark Investment Advisors LLC | 88,000 | $71.0 萬 | 0.51% | 00.0% | 不變 |
| National Asset Management, Inc. | 85,114 | $68.6 萬 | 0.02% | +33,773+65.8% | 加碼 |
| Atria Wealth Solutions, Inc. | 84,143 | $68.2 萬 | 0.01% | +856+1.0% | 加碼 |
| Comerica Bank | 84,190 | $67.9 萬 | 0.00% | +12,884+18.1% | 加碼 |
| Bramshill Investments, LLC | 81,091 | $65.4 萬 | 0.07% | +75,569+1,368.5% | 加碼 |
| Triumph Capital Management | 80,211 | $65.3 萬 | 0.23% | +80,211 | 新進 |
| Accel Wealth Management | 80,646 | $65.1 萬 | 0.24% | −1,951−2.4% | 減碼 |
| All Season Financial Advisors, Inc. | 80,239 | $64.8 萬 | 0.55% | +540+0.7% | 加碼 |
| Marino, Stram & Associates LLC | 79,161 | $63.9 萬 | 0.14% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 78,738 | $63.3 萬 | 0.03% | +7,102+9.9% | 加碼 |
| Wedbush Securities Inc | 74,687 | $60.3 萬 | 0.02% | −4,215−5.3% | 減碼 |
| Principal Securities, Inc. | 74,700 | $60.3 萬 | 0.01% | −4,694−5.9% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 73,315 | $59.2 萬 | 0.01% | +73,315 | 新進 |
| Diversify Advisory Services, LLC | 73,000 | $59.1 萬 | 0.03% | 00.0% | 不變 |
| Stolper Co | 67,219 | $54.2 萬 | 0.18% | −1,179−1.7% | 減碼 |
| Spire Wealth Management | 64,947 | $52.4 萬 | 0.02% | +18,727+40.5% | 加碼 |
| Mercer Global Advisors Inc | 63,918 | $51.5 萬 | 0.00% | +27,569+75.8% | 加碼 |
| Wela Strategies, Inc. | 59,040 | $47.6 萬 | 0.21% | −33,495−36.2% | 減碼 |
| RVW Wealth, LLC | 58,500 | $47.2 萬 | 0.04% | 00.0% | 不變 |
| Mosaic Family Wealth Partners, LLC | 58,444 | $47.2 萬 | 0.07% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 58,235 | $47.0 萬 | 0.15% | +58,235 | 新進 |
| Shaker Financial Services, LLC | 57,000 | $46.4 萬 | 0.17% | +57,000 | 新進 |
| Northwestern Mutual Wealth Management Co | 57,388 | $46.3 萬 | 0.00% | −1,045−1.8% | 減碼 |
| Carson Advisory Inc. | 55,638 | $44.9 萬 | 0.28% | +18,128+48.3% | 加碼 |
| Goldman Sachs Group Inc | 55,500 | $44.8 萬 | 0.00% | +55,500 | 新進 |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $44.6 萬 | 0.17% | 00.0% | 不變 |
| Sage Capital Advisors,llc | 54,827 | $44.2 萬 | 0.12% | +2,469+4.7% | 加碼 |
| TownSquare Capital, LLC | 53,802 | $43.4 萬 | 0.01% | +74+0.1% | 加碼 |
| Gridiron Partners, LLC | 52,969 | $42.7 萬 | 0.26% | 00.0% | 不變 |
| Live Oak Private Wealth LLC | 51,460 | $41.5 萬 | 0.07% | 00.0% | 不變 |
| Harbour Investments, Inc. | 50,951 | $41.1 萬 | 0.01% | −988−1.9% | 減碼 |
| XTX Topco Ltd | 48,226 | $38.9 萬 | 0.03% | +36,491+311.0% | 加碼 |
| Oppenheimer & Co Inc | 47,358 | $38.2 萬 | 0.01% | +193+0.4% | 加碼 |
| Ameritas Advisory Services, LLC | 47,052 | $38.0 萬 | 0.02% | −2,658−5.3% | 減碼 |
| Advisory Services Network, LLC | 50,505 | $37.7 萬 | 0.01% | 00.0% | 不變 |