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 4 季 13F 持有人
Nuveen Preferred & Income Opportunities Fund 在 2024/12/31 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
- 298
- 較 2024 年第 3 季 +14 家
- 持有股數
- 6,307 萬
- 較 2024 年第 3 季 +113.3 萬 (+1.8%)
- 總市值
- $4.96 億
- 較 2024 年第 3 季 −$79.2 萬 (−0.2%)
- 新進機構
- 53
- 另有 90 家加碼
- 清倉機構
- 39
- 另有 75 家減碼
另有 5 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 7,656,478 | $6,018 萬 | 0.00% | −1,720,451−18.3% | 減碼 |
| Sit Investment Associates Inc | 4,747,959 | $3,732 萬 | 0.85% | −481,571−9.2% | 減碼 |
| UBS Group AG | 4,213,105 | $3,312 萬 | 0.01% | +202,793+5.1% | 加碼 |
| Bank of America Corp | 3,796,422 | $2,984 萬 | 0.00% | +597,716+18.7% | 加碼 |
| LPL Financial LLC | 3,421,081 | $2,689 萬 | 0.01% | +6,012+0.2% | 加碼 |
| Wells Fargo & Company | 3,345,453 | $2,630 萬 | 0.01% | −115,862−3.3% | 減碼 |
| Raymond James Financial Inc | 3,292,438 | $2,588 萬 | 0.01% | +3,292,438 | 新進 |
| Invesco Ltd. | 2,914,139 | $2,291 萬 | 0.00% | −297,393−9.3% | 減碼 |
| Commonwealth Equity Services, LLC | 2,265,127 | $1,780 萬 | 0.03% | +71,343+3.3% | 加碼 |
| Guggenheim Capital LLC | 1,286,715 | $1,011 萬 | 0.08% | +271,400+26.7% | 加碼 |
| Advisors Asset Management, Inc. | 1,063,526 | $835.9 萬 | 0.15% | +206,491+24.1% | 加碼 |
| Cohen & Steers, Inc. | 995,741 | $782.7 萬 | 0.01% | −370,000−27.1% | 減碼 |
| Greatmark Investment Partners, Inc. | 994,010 | $781.3 萬 | 1.06% | −28,232−2.8% | 減碼 |
| Captrust Financial Advisors | 903,982 | $710.5 萬 | 0.02% | +59,035+7.0% | 加碼 |
| Advisor Group Holdings, Inc. | 812,137 | $638.3 萬 | 0.01% | +97,584+13.7% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 789,682 | $620.7 萬 | 0.28% | −128,474−14.0% | 減碼 |
| Royal Bank of Canada | 777,149 | $610.8 萬 | 0.00% | +25,801+3.4% | 加碼 |
| Penserra Capital Management LLC | 665,815 | $523.3 萬 | 0.10% | +44,846+7.2% | 加碼 |
| Janney Montgomery Scott LLC | 645,118 | $507.1 萬 | 0.01% | +34,076+5.6% | 加碼 |
| Stifel Financial Corp | 588,217 | $462.3 萬 | 0.00% | +33,326+6.0% | 加碼 |
| Cerity Partners LLC | 571,685 | $449.3 萬 | 0.01% | +56,142+10.9% | 加碼 |
| Moors & Cabot, Inc. | 559,341 | $439.6 萬 | 0.21% | +17,496+3.2% | 加碼 |
| Ameriprise Financial Inc | 523,923 | $411.8 萬 | 0.00% | −20,759−3.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 521,997 | $410.3 萬 | 0.06% | −8,066−1.5% | 減碼 |
| Rothschild Investment LLC | 503,105 | $395.4 萬 | 0.26% | −10,937−2.1% | 減碼 |
| Thoma Capital Management LLC | 467,245 | $367.3 萬 | 2.52% | +467,245 | 新進 |
| Cetera Investment Advisers | 452,375 | $355.6 萬 | 0.01% | +30,140+7.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 446,237 | $350.7 萬 | 0.01% | −8,085−1.8% | 減碼 |
| Protective Life Corp | 440,000 | $345.8 萬 | 100.00% | 00.0% | 不變 |
| Fca Corp | 436,615 | $343.2 萬 | 1.07% | +213,249+95.5% | 加碼 |
| Lido Advisors, LLC | 401,233 | $315.4 萬 | 0.02% | +4,272+1.1% | 加碼 |
| Campbell Capital Management Inc | 384,993 | $302.6 萬 | 1.18% | −8,274−2.1% | 減碼 |
| Capital Investment Advisors, LLC | 366,653 | $288.2 萬 | 0.06% | −702,643−65.7% | 減碼 |
| Smith Asset Management Co., LLC | 360,091 | $283.0 萬 | 2.76% | +360,091 | 新進 |
| Baird Financial Group, Inc. | 351,192 | $276.0 萬 | 0.01% | −133,397−27.5% | 減碼 |
| Envestnet Asset Management Inc | 333,734 | $262.3 萬 | 0.00% | −289,079−46.4% | 減碼 |
| Chicago Partners Investment Group LLC | 321,537 | $257.2 萬 | 0.09% | +4,200+1.3% | 加碼 |
| Truist Financial Corp | 326,913 | $257.0 萬 | 0.00% | −3,982−1.2% | 減碼 |
| Ibex Wealth Advisors | 326,705 | $256.8 萬 | 0.30% | +326,705 | 新進 |
| Sowell Financial Services LLC | 313,912 | $246.7 萬 | 0.13% | +3,534+1.1% | 加碼 |
| Prelude Capital Management, LLC | 300,000 | $235.8 萬 | 0.20% | +300,000 | 新進 |
| First Trust Advisors LP | 280,632 | $220.6 萬 | 0.00% | +4,838+1.8% | 加碼 |
| Fiera Capital Corp | 275,879 | $216.8 萬 | 0.01% | −8,662−3.0% | 減碼 |
| Davenport & Co LLC | 262,100 | $206.0 萬 | 0.01% | −5,370−2.0% | 減碼 |
| GWM Advisors LLC | 256,971 | $202.0 萬 | 0.01% | −5,099−1.9% | 減碼 |
| CoreCap Advisors, LLC | 239,134 | $188.0 萬 | 0.09% | +5,062+2.2% | 加碼 |
| Sanctuary Advisors, LLC | 222,582 | $176.7 萬 | 0.01% | +12,348+5.9% | 加碼 |
| MSH Capital Advisors LLC | 200,704 | $157.8 萬 | 0.50% | −3,800−1.9% | 減碼 |
| Wealth Advisory Solutions, LLC | 200,593 | $157.7 萬 | 0.44% | +169,820+551.8% | 加碼 |
| HighTower Advisors, LLC | 198,911 | $156.3 萬 | 0.00% | +78,521+65.2% | 加碼 |
| Thrivent Financial for Lutherans | 171,712 | $134.9 萬 | 0.00% | −11,700−6.4% | 減碼 |
| Geneos Wealth Management Inc. | 171,316 | $134.7 萬 | 0.05% | +4,078+2.4% | 加碼 |
| Kestra Advisory Services, LLC | 155,302 | $122.1 萬 | 0.01% | +38,367+32.8% | 加碼 |
| Private Advisor Group, LLC | 146,674 | $115.3 萬 | 0.01% | −9,361−6.0% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 130,838 | $105.0 萬 | 0.01% | +57,523+78.5% | 加碼 |
| Advisory Services Network, LLC | 125,336 | $98.5 萬 | 0.02% | +74,831+148.2% | 加碼 |
| Samalin Investment Counsel, LLC | 106,191 | $83.5 萬 | 0.36% | +4,830+4.8% | 加碼 |
| Cary Street Partners Financial LLC | 103,559 | $81.4 萬 | 0.03% | +103,559 | 新進 |
| Palogic Value Management, L.P. | 101,305 | $79.6 萬 | 0.32% | 00.0% | 不變 |
| Melfa Wealth Management, LLC | 99,767 | $78.4 萬 | 0.52% | −1,350−1.3% | 減碼 |
| E&G Advisors, LP | 93,650 | $73.5 萬 | 0.20% | −14,200−13.2% | 減碼 |
| Shulman DeMeo Asset Management LLC | 90,600 | $71.2 萬 | 0.19% | +340.0% | 加碼 |
| Benchmark Investment Advisors LLC | 88,000 | $69.2 萬 | 0.45% | 00.0% | 不變 |
| Mariner, LLC | 87,577 | $68.8 萬 | 0.00% | −15,840−15.3% | 減碼 |
| Wealthcare Advisory Partners LLC | 82,573 | $64.9 萬 | 0.02% | −6,126−6.9% | 減碼 |
| Bramshill Investments, LLC | 82,441 | $64.8 萬 | 0.10% | +1,350+1.7% | 加碼 |
| Triumph Capital Management | 81,578 | $64.1 萬 | 0.22% | +1,367+1.7% | 加碼 |
| Marino, Stram & Associates LLC | 79,161 | $62.2 萬 | 0.14% | 00.0% | 不變 |
| Accel Wealth Management | 77,578 | $61.0 萬 | 0.23% | −3,068−3.8% | 減碼 |
| Atria Wealth Solutions, Inc. | 76,473 | $60.1 萬 | 0.01% | −7,670−9.1% | 減碼 |
| Diversify Wealth Management, LLC | 73,000 | $58.1 萬 | 0.05% | +73,000 | 新進 |
| Level Four Advisory Services, LLC | 73,423 | $57.7 萬 | 0.02% | −5,315−6.8% | 減碼 |
| Wedbush Securities Inc | 72,874 | $57.3 萬 | 0.02% | −1,813−2.4% | 減碼 |
| Principal Securities, Inc. | 71,141 | $55.9 萬 | 0.01% | −3,559−4.8% | 減碼 |
| RVW Wealth, LLC | 70,922 | $55.7 萬 | 0.05% | +12,422+21.2% | 加碼 |
| Anchor Capital Management Group Inc | 70,000 | $55.0 萬 | 0.20% | +70,000 | 新進 |
| Centurion Wealth Management LLC | 69,378 | $54.5 萬 | 0.17% | +11,143+19.1% | 加碼 |
| National Asset Management, Inc. | 67,050 | $52.7 萬 | 0.02% | −18,064−21.2% | 減碼 |
| Spire Wealth Management | 66,903 | $52.6 萬 | 0.02% | +1,956+3.0% | 加碼 |
| Stolper Co | 65,889 | $51.8 萬 | 0.17% | −1,330−2.0% | 減碼 |
| Comerica Bank | 61,343 | $48.2 萬 | 0.00% | −22,847−27.1% | 減碼 |
| Kingswood Wealth Advisors, LLC | 60,391 | $47.5 萬 | 0.04% | +24,872+70.0% | 加碼 |
| Axxcess Wealth Management, LLC | 59,935 | $47.1 萬 | 0.01% | +59,935 | 新進 |
| Kestra Private Wealth Services, LLC | 58,678 | $46.1 萬 | 0.01% | +15,474+35.8% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 58,444 | $45.9 萬 | 0.07% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 58,285 | $45.8 萬 | 0.00% | +34,384+143.9% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $43.4 萬 | 0.16% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 54,014 | $43.2 萬 | 0.04% | −338,395−86.2% | 減碼 |
| TownSquare Capital, LLC | 53,893 | $42.4 萬 | 0.00% | +91+0.2% | 加碼 |
| Ballentine Partners, LLC | 53,693 | $42.2 萬 | 0.01% | +53,693 | 新進 |
| Aristides Capital LLC | 53,250 | $41.9 萬 | 0.13% | +53,250 | 新進 |
| Gridiron Partners, LLC | 52,969 | $41.6 萬 | 0.26% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 51,928 | $40.8 萬 | 0.00% | −5,460−9.5% | 減碼 |
| Live Oak Private Wealth LLC | 51,460 | $40.4 萬 | 0.07% | 00.0% | 不變 |
| Independent Advisor Alliance | 51,348 | $40.4 萬 | 0.01% | +51,348 | 新進 |
| Harbour Investments, Inc. | 51,076 | $40.1 萬 | 0.01% | +125+0.2% | 加碼 |
| Independent Financial Group, LLC | 50,810 | $39.9 萬 | 0.01% | +6,067+13.6% | 加碼 |
| Avantax Advisory Services, Inc. | 50,703 | $39.9 萬 | 0.00% | +9,714+23.7% | 加碼 |
| Sage Capital Advisors,llc | 50,629 | $39.8 萬 | 0.10% | −4,198−7.7% | 減碼 |
| Ameritas Advisory Services, LLC | 50,176 | $39.4 萬 | 0.01% | +3,124+6.6% | 加碼 |