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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 季與 2024 年第 3 季比較

持有 Nuveen Preferred & Income Opportunities Fund 的機構從 2024 年第 3 季到 2024 年第 4 季的變化。

2024 年第 4 季全部持有人2024 年第 3 季全部持有人

JPC 的 13F 持有人：2024 年第 3 季與 2024 年第 4 季比較
項目2024 年第 3 季其中尚未申報 2024 年第 4 季2024 年第 4 季變化
持有家數2895298+14
股數6,528 萬334.3 萬6,307 萬+113.3 萬 (+1.8%)
市值$5.24 億$2,698 萬$4.96 億−$79.2 萬 (−0.2%)

5 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 季：沒申報不算清倉，所以變化不計入它們。

新進機構（53 家）

2024 年第 4 季季末持有 Nuveen Preferred & Income Opportunities Fund、2024 年第 3 季季末沒有持有的機構。

2024 年第 4 季新進 JPC 的機構
機構股數市值佔組合 %
Raymond James Financial Inc3,292,438$2,588 萬0.01%
Thoma Capital Management LLC467,245$367.3 萬2.52%
Smith Asset Management Co., LLC360,091$283.0 萬2.76%
Ibex Wealth Advisors326,705$256.8 萬0.30%
Prelude Capital Management, LLC300,000$235.8 萬0.20%
Cary Street Partners Financial LLC103,559$81.4 萬0.03%
Diversify Wealth Management, LLC73,000$58.1 萬0.05%
Anchor Capital Management Group Inc70,000$55.0 萬0.20%
Axxcess Wealth Management, LLC59,935$47.1 萬0.01%
Ballentine Partners, LLC53,693$42.2 萬0.01%
Aristides Capital LLC53,250$41.9 萬0.13%
Independent Advisor Alliance51,348$40.4 萬0.01%
Tectonic Advisors LLC50,000$39.3 萬0.03%
One Wealth Capital Management, LLC47,965$37.7 萬0.19%
Northstar Financial Companies, Inc.44,483$35.0 萬0.33%
IFG Advisory, LLC40,081$31.5 萬0.02%
Parr McKnight Wealth Management Group, LLC37,846$29.7 萬0.04%
Vivaldi Capital Management, LLC28,477$22.7 萬0.03%
Private Advisory Group LLC26,690$21.0 萬0.02%
Uptown Financial Advisors LLC25,300$19.9 萬0.21%
HRT Financial LP25,026$19.6 萬0.00%
U.S. Capital Wealth Advisors, LLC17,802$14.0 萬0.00%
Logan Stone Capital, LLC17,471$13.7 萬0.05%
Kingstone Capital Partners Texas, LLC16,888$13.3 萬0.11%
Post Resch Tallon Group Inc.15,297$12.2 萬0.12%
Argentarii, LLC15,157$11.9 萬0.06%
Bragg Financial Advisors, Inc14,955$11.8 萬0.00%
SageView Advisory Group, LLC14,147$11.1 萬0.00%
AE Wealth Management LLC13,072$10.3 萬0.00%
SFE Investment Counsel12,816$10.1 萬0.02%
Freestate Advisors LLC12,494$9.82 萬0.10%
MAI Capital Management12,458$9.79 萬0.00%
PFG Investments, LLC12,130$9.53 萬0.01%
Beacon Pointe Advisors, LLC11,859$9.32 萬0.00%
Powell Investment Advisors, LLC11,627$9.14 萬0.04%
Ameriflex Group, Inc.11,459$9.12 萬0.04%
Susquehanna International Group, LLP11,042$8.68 萬0.00%
Elm3 Financial Group, LLC10,910$8.58 萬0.07%
Thurston, Springer, Miller, Herd & Titak, Inc.10,073$7.92 萬0.02%
Elequin Capital LP9,238$7.26 萬0.01%
WPG Advisers, LLC6,274$4.93 萬0.05%
Washington Trust Advisors, Inc.2,600$2.04 萬0.00%
Noble Wealth Management PBC2,500$1.97 萬0.01%
Jones Financial Companies LLLP2,167$1.70 萬0.00%
Hantz Financial Services, Inc.1,977$1.60 萬0.00%
Van Hulzen Asset Management, LLC1,920$1.51 萬0.00%
Birchbrook, Inc.1,000$7,8600.00%
SWAN Capital LLC995$7,8210.00%
Wingate Wealth Advisors, Inc.880$6,9170.01%
Richards, Merrill & Peterson, Inc.700$5,5020.00%
Medallion Wealth Advisors, LLC667$5,2430.00%
ORG Partners LLC247$1,9410.00%
Investment Counsel Co of Nevada135$1,0590.00%

清倉機構（39 家）

2024 年第 3 季季末持有 Nuveen Preferred & Income Opportunities Fund、2024 年第 4 季有申報但已經沒有持有的機構。

2024 年第 4 季清倉 JPC 的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Thomas J. Herzfeld Advisors, Inc.563,822$455.0 萬
Rareview Capital LLC289,928$234.0 萬
Jane Street Group, LLC243,162$196.2 萬
Prevail Innovative Wealth Advisors, LLC238,150$192.2 萬
CNH Partners LLC103,913$83.9 萬
Cary Street Partner Investment Advisory LLC92,904$75.0 萬
Diversify Advisory Services, LLC73,000$59.1 萬
Wela Strategies, Inc.59,040$47.6 萬
XTX Topco Ltd48,226$38.9 萬
49 Wealth Management, LLC46,409$37.5 萬
GTS Securities LLC41,637$33.6 萬
NWF Advisory Services Inc.29,150$23.5 萬
Virtu Financial LLC29,153$23.5 萬
Calamos Advisors LLC29,024$23.4 萬
Merit Financial Group, LLC27,646$22.3 萬
DRW Securities, LLC21,800$17.6 萬
Royal Fund Management, LLC16,550$13.4 萬
Pinnacle Wealth Planning Services, Inc.15,433$12.5 萬
Benjamin Edwards Inc14,456$11.7 萬
Equitable Holdings, Inc.14,389$11.6 萬
Meridian Investment Counsel Inc.13,850$11.2 萬
Sequoia Financial Advisors, LLC13,071$10.5 萬
Two Sigma Securities, LLC12,996$10.5 萬
Gerber Kawasaki Wealth & Investment Management12,840$10.4 萬
Occidental Asset Management, LLC12,524$10.1 萬
Northern Trust Corp11,867$9.58 萬
Sonora Investment Management Group, LLC10,000$8.07 萬
Gilliland Jeter Wealth Management LLC7,930$6.40 萬
Ashton Thomas Securities, LLC5,053$4.08 萬
Bartlett & Co. Wealth Management LLC3,419$2.78 萬
Jaffetilchin Investment Partners, LLC3,057$2.47 萬
FNY Investment Advisers, LLC3,000$2.40 萬
Clear Street Markets LLC2,599$2.10 萬
Householder Group Estate & Retirement Specialist, LLC2,386$1.90 萬
Hilltop National Bank1,977$1.60 萬
Planned Solutions, Inc.1,545$1.25 萬
CBIZ Investment Advisory Services, LLC87$702
Tower Research Capital LLC (TRC)26$210
Northwest Financial Advisors24$190

尚未申報 2024 年第 4 季的機構（5 家）

2024 年第 3 季季末持有 Nuveen Preferred & Income Opportunities Fund、還沒有申報 2024 年第 4 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 3 季持有 JPC、尚未申報 2024 年第 4 季的機構
機構2024 年第 3 季股數2024 年第 3 季市值
Raymond James & Associates2,562,498$2,068 萬
Raymond James Financial Services Advisors, Inc.666,648$538.0 萬
All Season Financial Advisors, Inc.80,239$64.8 萬
Raymond James Trust N.A.31,951$25.8 萬
FinTrust Capital Advisors, LLC1,342$1.08 萬