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 |
|---|---|---|---|---|---|
| Mission Hills Financial Advisory, LLC | 14,485 | $11.7 萬 | 0.10% | +14,485 | 新進 |
| Gill Capital Partners, LLC | 14,747 | $11.9 萬 | 0.04% | −988−6.3% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 15,000 | $12.1 萬 | 0.01% | 00.0% | 不變 |
| Financial Advocates Investment Management | 15,151 | $12.2 萬 | 0.01% | +27+0.2% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 15,433 | $12.5 萬 | 0.02% | −6,393−29.3% | 減碼 |
| Titleist Asset Management, LLC | 15,490 | $12.5 萬 | 0.02% | −10.0% | 減碼 |
| Schechter Investment Advisors, LLC | 15,593 | $12.6 萬 | 0.01% | 00.0% | 不變 |
| HTLF Bank | 15,683 | $12.7 萬 | 0.01% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 15,696 | $12.7 萬 | 0.00% | +103+0.7% | 加碼 |
| CI Private Wealth, LLC | 15,704 | $12.7 萬 | 0.00% | −2,472−13.6% | 減碼 |
| Tyche Wealth Partners LLC | 15,726 | $12.7 萬 | 0.03% | 00.0% | 不變 |
| Kovack Advisors, Inc. | 15,809 | $12.8 萬 | 0.01% | −3,954−20.0% | 減碼 |
| Alpha Cubed Investments, LLC | 15,899 | $12.8 萬 | 0.01% | 00.0% | 不變 |
| We Are One Seven, LLC | 15,973 | $12.9 萬 | 0.01% | −1,181−6.9% | 減碼 |
| Stonegate Investment Group, LLC | 15,988 | $12.9 萬 | 0.00% | 00.0% | 不變 |
| MKT Advisors LLC | 16,061 | $12.9 萬 | 0.06% | 00.0% | 不變 |
| PSI Advisors, LLC | 16,116 | $13.0 萬 | 0.04% | +5,300+49.0% | 加碼 |
| D.A. Davidson & Co. | 16,258 | $13.1 萬 | 0.00% | −700−4.1% | 減碼 |
| Belpointe Asset Management LLC | 16,546 | $13.4 萬 | 0.01% | 00.0% | 不變 |
| Royal Fund Management, LLC | 16,550 | $13.4 萬 | 0.01% | +16,550 | 新進 |
| Creative Planning | 16,580 | $13.4 萬 | 0.00% | +4,115+33.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 16,645 | $13.4 萬 | 0.01% | +2,500+17.7% | 加碼 |
| MML Investors Services, LLC | 16,789 | $13.5 萬 | 0.00% | −1,028−5.8% | 減碼 |
| Aptus Capital Advisors, LLC | 16,892 | $13.6 萬 | 0.00% | 00.0% | 不變 |
| Second Line Capital, LLC | 16,892 | $13.8 萬 | 0.04% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 16,678 | $13.8 萬 | 0.00% | −22,611−57.6% | 減碼 |
| Noesis Capital Mangement Corp | 17,233 | $13.9 萬 | 0.03% | +17,233 | 新進 |
| Waterfront Wealth Inc. | 19,772 | $15.8 萬 | 0.04% | 00.0% | 不變 |
| Concorde Asset Management, LLC | 19,751 | $15.9 萬 | 0.09% | +900+4.8% | 加碼 |
| Parsons Capital Management Inc | 19,997 | $16.1 萬 | 0.01% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 20,080 | $16.2 萬 | 0.02% | −1,054−5.0% | 減碼 |
| TSFG, LLC | 20,222 | $16.3 萬 | 0.04% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 20,257 | $16.4 萬 | 0.08% | +41+0.2% | 加碼 |
| Sage Capital Management, LLC | 21,000 | $16.9 萬 | 0.08% | +21,000 | 新進 |
| LexAurum Advisors, LLC | 21,372 | $17.2 萬 | 0.04% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 21,424 | $17.3 萬 | 0.01% | 00.0% | 不變 |
| Wesbanco Bank Inc | 21,511 | $17.4 萬 | 0.01% | −39−0.2% | 減碼 |
| International Private Wealth Advisors LLC | 21,572 | $17.4 萬 | 0.26% | +511+2.4% | 加碼 |
| WealthTrust Axiom LLC | 21,782 | $17.6 萬 | 0.05% | +340+1.6% | 加碼 |
| DRW Securities, LLC | 21,800 | $17.6 萬 | 0.01% | +21,800 | 新進 |
| Berger Financial Group, Inc | 23,517 | $19.0 萬 | 0.01% | −165−0.7% | 減碼 |
| Fifth Third Bancorp | 23,796 | $19.2 萬 | 0.00% | +1,681+7.6% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 23,901 | $19.3 萬 | 0.00% | −352−1.5% | 減碼 |
| Snowden Capital Advisors LLC | 23,732 | $19.3 萬 | 0.01% | 00.0% | 不變 |
| J. L. Bainbridge & Co., Inc. | 24,075 | $19.4 萬 | 0.02% | +676+2.9% | 加碼 |
| Catalina Capital Group, LLC | 24,437 | $19.7 萬 | 0.07% | −14,992−38.0% | 減碼 |
| Keybank National Association | 24,921 | $20.1 萬 | 0.00% | 00.0% | 不變 |
| Ieq Capital, LLC | 25,003 | $20.2 萬 | 0.00% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 25,220 | $20.4 萬 | 0.13% | +923+3.8% | 加碼 |
| Pathstone Holdings, LLC | 25,260 | $20.4 萬 | 0.00% | −82,794−76.6% | 減碼 |
| Western Wealth Management, LLC | 25,608 | $20.7 萬 | 0.01% | +25,608 | 新進 |
| Concurrent Investment Advisors, LLC | 26,253 | $21.2 萬 | 0.01% | −1,841−6.6% | 減碼 |
| Caldwell Sutter Capital, Inc. | 27,144 | $21.9 萬 | 0.10% | 00.0% | 不變 |
| Duncker Streett & Co Inc | 27,439 | $22.1 萬 | 0.04% | 00.0% | 不變 |
| Merit Financial Group, LLC | 27,646 | $22.3 萬 | 0.00% | +27,646 | 新進 |
| Rockefeller Capital Management L.P. | 27,859 | $22.5 萬 | 0.00% | −5,386−16.2% | 減碼 |
| Bank of New York Mellon Corp | 28,171 | $22.7 萬 | 0.00% | −1,905−6.3% | 減碼 |
| Horizon Kinetics Asset Management LLC | 28,538 | $23.0 萬 | 0.00% | +11,824+70.7% | 加碼 |
| Calamos Advisors LLC | 29,024 | $23.4 萬 | 0.00% | +4,146+16.7% | 加碼 |
| Virtu Financial LLC | 29,153 | $23.5 萬 | 0.01% | +29,153 | 新進 |
| Advisor OS, LLC | 29,139 | $23.5 萬 | 0.02% | +123+0.4% | 加碼 |
| NWF Advisory Services Inc. | 29,150 | $23.5 萬 | 0.03% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 29,392 | $23.7 萬 | 0.00% | +10,113+52.5% | 加碼 |
| Wealth Advisory Solutions, LLC | 30,773 | $24.8 萬 | 0.07% | +12,701+70.3% | 加碼 |
| Shufro Rose & Co LLC | 33,373 | $24.9 萬 | 0.02% | 00.0% | 不變 |
| Private Trust Co NA | 31,169 | $25.2 萬 | 0.03% | 00.0% | 不變 |
| Raymond James Trust N.A. | 31,951 | $25.8 萬 | 0.01% | −11,152−25.9% | 減碼 |
| StoneX Group Inc. | 32,939 | $26.8 萬 | 0.02% | +245+0.7% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 33,274 | $26.9 萬 | 0.04% | +586+1.8% | 加碼 |
| Prairie Wealth Advisors, Inc. | 33,268 | $27.1 萬 | 0.13% | +200+0.6% | 加碼 |
| Penbrook Management LLC | 33,621 | $27.1 萬 | 0.18% | 00.0% | 不變 |
| Whittier Trust Co | 34,787 | $28.1 萬 | 0.00% | −987−2.8% | 減碼 |
| Kingswood Wealth Advisors, LLC | 35,519 | $28.7 萬 | 0.02% | +35,519 | 新進 |
| James Investment Research Inc | 36,500 | $29.5 萬 | 0.03% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 38,073 | $30.7 萬 | 0.01% | 00.0% | 不變 |
| Park Avenue Securities LLC | 40,924 | $33.0 萬 | 0.00% | −3,523−7.9% | 減碼 |
| Avantax Advisory Services, Inc. | 40,989 | $33.1 萬 | 0.00% | −687−1.6% | 減碼 |
| Burney Co | 41,275 | $33.3 萬 | 0.01% | +541+1.3% | 加碼 |
| GTS Securities LLC | 41,637 | $33.6 萬 | 0.01% | +41,637 | 新進 |
| TCG Advisory Services, LLC | 42,188 | $34.0 萬 | 0.01% | −16,067−27.6% | 減碼 |
| Kestra Private Wealth Services, LLC | 43,204 | $34.9 萬 | 0.01% | +5,700+15.2% | 加碼 |
| Operose Advisors LLC | 44,465 | $35.9 萬 | 0.12% | 00.0% | 不變 |
| Investmark Advisory Group LLC | 44,555 | $36.0 萬 | 0.17% | +696+1.6% | 加碼 |
| Independent Financial Group, LLC | 44,743 | $36.1 萬 | 0.01% | +349+0.8% | 加碼 |
| Prospera Financial Services Inc | 44,917 | $36.2 萬 | 0.01% | −1,837−3.9% | 減碼 |
| Investors Asset Management of Georgia Inc | 45,250 | $36.5 萬 | 0.17% | +1,250+2.8% | 加碼 |
| Transcend Wealth Collective, LLC | 45,510 | $36.7 萬 | 0.02% | −425−0.9% | 減碼 |
| 49 Wealth Management, LLC | 46,409 | $37.5 萬 | 0.06% | 00.0% | 不變 |
| Advisory Services Network, LLC | 50,505 | $37.7 萬 | 0.01% | 00.0% | 不變 |
| Ameritas Advisory Services, LLC | 47,052 | $38.0 萬 | 0.02% | −2,658−5.3% | 減碼 |
| Oppenheimer & Co Inc | 47,358 | $38.2 萬 | 0.01% | +193+0.4% | 加碼 |
| XTX Topco Ltd | 48,226 | $38.9 萬 | 0.03% | +36,491+311.0% | 加碼 |
| Harbour Investments, Inc. | 50,951 | $41.1 萬 | 0.01% | −988−1.9% | 減碼 |
| Live Oak Private Wealth LLC | 51,460 | $41.5 萬 | 0.07% | 00.0% | 不變 |
| Gridiron Partners, LLC | 52,969 | $42.7 萬 | 0.26% | 00.0% | 不變 |
| TownSquare Capital, LLC | 53,802 | $43.4 萬 | 0.01% | +74+0.1% | 加碼 |
| Sage Capital Advisors,llc | 54,827 | $44.2 萬 | 0.12% | +2,469+4.7% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $44.6 萬 | 0.17% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 55,500 | $44.8 萬 | 0.00% | +55,500 | 新進 |
| Carson Advisory Inc. | 55,638 | $44.9 萬 | 0.28% | +18,128+48.3% | 加碼 |