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 |
|---|---|---|---|---|---|
| GeoWealth Management, LLC | 0 | $1 | 0.00% | 0 | 不變 |
| BlackRock, Inc. | 1 | $6 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1 | $8 | 0.00% | −2−66.7% | 減碼 |
| NBC Securities, Inc. | 8 | $64 | 0.01% | −8,210−99.9% | 減碼 |
| Gleason Group, Inc. | 22 | $175 | 0.00% | 00.0% | 不變 |
| Pflug Koory, LLC | 66 | $519 | 0.00% | 00.0% | 不變 |
| Investment Counsel Co of Nevada | 135 | $1,059 | 0.00% | +135 | 新進 |
| Global Retirement Partners, LLC | 185 | $1,454 | 0.00% | +4+2.2% | 加碼 |
| Montag A & Associates Inc | 219 | $1,722 | 0.00% | 00.0% | 不變 |
| ORG Partners LLC | 247 | $1,941 | 0.00% | +247 | 新進 |
| AlphaMark Advisors, LLC | 314 | $2,000 | 0.00% | +10+3.3% | 加碼 |
| Wolff Wiese Magana LLC | 350 | $2,751 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 359 | $2,822 | 0.00% | 00.0% | 不變 |
| LRI Investments, LLC | 427 | $3,355 | 0.00% | 00.0% | 不變 |
| Russell Investments Group, Ltd. | 461 | $3,623 | 0.00% | 00.0% | 不變 |
| Darwin Advisors, LLC | 551 | $4,330 | 0.00% | 00.0% | 不變 |
| Assetmark, Inc | 612 | $4,810 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 630 | $4,952 | 0.00% | 00.0% | 不變 |
| Medallion Wealth Advisors, LLC | 667 | $5,243 | 0.00% | +667 | 新進 |
| Richards, Merrill & Peterson, Inc. | 700 | $5,502 | 0.00% | +700 | 新進 |
| Provenance Wealth Advisors, LLC | 717 | $5,636 | 0.00% | 00.0% | 不變 |
| Wingate Wealth Advisors, Inc. | 880 | $6,917 | 0.01% | +880 | 新進 |
| Gen-Wealth Partners Inc | 929 | $7,302 | 0.00% | 00.0% | 不變 |
| SWAN Capital LLC | 995 | $7,821 | 0.00% | +995 | 新進 |
| Birchbrook, Inc. | 1,000 | $7,860 | 0.00% | +1,000 | 新進 |
| American National Bank | 1,003 | $7,884 | 0.00% | 00.0% | 不變 |
| Transcendent Capital Group LLC | 1,056 | $8,300 | 0.00% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 1,105 | $8,730 | 0.00% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 1,229 | $9,660 | 0.00% | −300−19.6% | 減碼 |
| Caldwell Trust Co | 1,266 | $9,951 | 0.00% | −642−33.6% | 減碼 |
| Citizens National Bank Trust Department | 1,400 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| RE Dickinson Investment Advisors, LLC | 1,406 | $1.11 萬 | 0.01% | −3,302−70.1% | 減碼 |
| City Holding Co | 1,435 | $1.13 萬 | 0.00% | 00.0% | 不變 |
| Creekmur Asset Management LLC | 1,459 | $1.15 萬 | 0.00% | +36+2.5% | 加碼 |
| Main Street Group, LTD | 1,681 | $1.32 萬 | 0.00% | 00.0% | 不變 |
| Van Hulzen Asset Management, LLC | 1,920 | $1.51 萬 | 0.00% | +1,920 | 新進 |
| Game Plan Financial Advisors, LLC | 1,977 | $1.56 萬 | 0.01% | 00.0% | 不變 |
| Concord Wealth Partners | 2,028 | $1.59 萬 | 0.00% | +5+0.2% | 加碼 |
| Hantz Financial Services, Inc. | 1,977 | $1.60 萬 | 0.00% | +1,977 | 新進 |
| Jones Financial Companies LLLP | 2,167 | $1.70 萬 | 0.00% | +2,167 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 2,174 | $1.71 萬 | 0.00% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 2,284 | $1.80 萬 | 0.00% | +74+3.3% | 加碼 |
| Ronald Blue Trust, Inc. | 2,398 | $1.88 萬 | 0.00% | 00.0% | 不變 |
| Noble Wealth Management PBC | 2,500 | $1.97 萬 | 0.01% | +2,500 | 新進 |
| Washington Trust Advisors, Inc. | 2,600 | $2.04 萬 | 0.00% | +2,600 | 新進 |
| Farther Finance Advisors, LLC | 2,650 | $2.08 萬 | 0.00% | +10.0% | 加碼 |
| Hexagon Capital Partners LLC | 3,385 | $2.66 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 3,900 | $3.07 萬 | 0.00% | 00.0% | 不變 |
| Washington Trust Co | 4,440 | $3.49 萬 | 0.00% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 4,547 | $3.70 萬 | 0.02% | −1,329−22.6% | 減碼 |
| Allworth Financial LP | 4,714 | $3.74 萬 | 0.00% | +3,726+377.1% | 加碼 |
| Whittier Trust Co of Nevada Inc | 4,943 | $3.89 萬 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 6,274 | $4.93 萬 | 0.05% | +6,274 | 新進 |
| CoreFirst Bank & Trust | 7,699 | $6.05 萬 | 0.04% | 00.0% | 不變 |
| Proequities, Inc. | 8,901 | $7.13 萬 | 0.00% | −4,000−31.0% | 減碼 |
| Elequin Capital LP | 9,238 | $7.26 萬 | 0.01% | +9,238 | 新進 |
| Central Trust Co | 9,866 | $7.75 萬 | 0.00% | 00.0% | 不變 |
| Pacific Wealth Strategies Group, Inc. | 10,000 | $7.86 萬 | 0.05% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 10,000 | $7.86 萬 | 0.06% | 00.0% | 不變 |
| Philip James Wealth Mangement, LLC | 10,000 | $7.86 萬 | 0.01% | 00.0% | 不變 |
| Abel Hall, LLC | 10,000 | $7.86 萬 | 0.05% | 00.0% | 不變 |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10,073 | $7.92 萬 | 0.02% | +10,073 | 新進 |
| CIBC Private Wealth Group, LLC | 9,968 | $7.97 萬 | 0.00% | −1,574−13.6% | 減碼 |
| PSI Advisors, LLC | 10,258 | $8.06 萬 | 0.02% | −5,858−36.3% | 減碼 |
| Certified Advisory Corp | 10,518 | $8.27 萬 | 0.01% | +252+2.5% | 加碼 |
| Anchor Investment Management, LLC | 10,658 | $8.38 萬 | 0.01% | +57+0.5% | 加碼 |
| Blue Barn Wealth, LLC | 10,840 | $8.52 萬 | 0.04% | 00.0% | 不變 |
| Elm3 Financial Group, LLC | 10,910 | $8.58 萬 | 0.07% | +10,910 | 新進 |
| Susquehanna International Group, LLP | 11,042 | $8.68 萬 | 0.00% | +11,042 | 新進 |
| LifeSteps Financial, Inc. | 11,520 | $9.05 萬 | 0.07% | 00.0% | 不變 |
| Ameriflex Group, Inc. | 11,459 | $9.12 萬 | 0.04% | +11,459 | 新進 |
| Powell Investment Advisors, LLC | 11,627 | $9.14 萬 | 0.04% | +11,627 | 新進 |
| Green Square Capital Advisors LLC | 11,653 | $9.16 萬 | 0.01% | 00.0% | 不變 |
| Pathway Financial Advisers, LLC | 11,774 | $9.25 萬 | 0.03% | +113+1.0% | 加碼 |
| Kovack Advisors, Inc. | 11,843 | $9.31 萬 | 0.01% | −3,966−25.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 11,859 | $9.32 萬 | 0.00% | +11,859 | 新進 |
| Second Line Capital, LLC | 11,948 | $9.39 萬 | 0.03% | −4,944−29.3% | 減碼 |
| Aptus Capital Advisors, LLC | 11,948 | $9.39 萬 | 0.00% | −4,944−29.3% | 減碼 |
| PFG Investments, LLC | 12,130 | $9.53 萬 | 0.01% | +12,130 | 新進 |
| Coastline Trust Co | 12,143 | $9.54 萬 | 0.01% | +2,000+19.7% | 加碼 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 12,000 | $9.65 萬 | 0.04% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 12,302 | $9.73 萬 | 0.00% | +460+3.9% | 加碼 |
| MAI Capital Management | 12,458 | $9.79 萬 | 0.00% | +12,458 | 新進 |
| We Are One Seven, LLC | 12,469 | $9.80 萬 | 0.00% | −3,504−21.9% | 減碼 |
| Titleist Asset Management, LLC | 12,490 | $9.82 萬 | 0.01% | −3,000−19.4% | 減碼 |
| Freestate Advisors LLC | 12,494 | $9.82 萬 | 0.10% | +12,494 | 新進 |
| Sigma Planning Corp | 12,537 | $9.85 萬 | 0.00% | +102+0.8% | 加碼 |
| SFE Investment Counsel | 12,816 | $10.1 萬 | 0.02% | +12,816 | 新進 |
| Shufro Rose & Co LLC | 12,841 | $10.1 萬 | 0.01% | −20,532−61.5% | 減碼 |
| Smith Shellnut Wilson LLC | 12,855 | $10.1 萬 | 0.04% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 13,069 | $10.3 萬 | 0.02% | −1,137−8.0% | 減碼 |
| AE Wealth Management LLC | 13,072 | $10.3 萬 | 0.00% | +13,072 | 新進 |
| Beacon Financial Advisory LLC | 13,198 | $10.4 萬 | 0.03% | +2,007+17.9% | 加碼 |
| US Bancorp | 13,330 | $10.5 萬 | 0.00% | +1,631+13.9% | 加碼 |
| Hollencrest Capital Management | 13,362 | $10.5 萬 | 0.00% | 00.0% | 不變 |
| Tradition Wealth Management, LLC | 13,369 | $10.5 萬 | 0.01% | 00.0% | 不變 |
| Noesis Capital Mangement Corp | 13,433 | $10.6 萬 | 0.02% | −3,800−22.1% | 減碼 |
| Valley Brook Capital Group | 13,489 | $10.6 萬 | 0.08% | 00.0% | 不變 |
| VeraBank, N.A. | 13,658 | $10.7 萬 | 0.03% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 13,965 | $11.0 萬 | 0.04% | −43,035−75.5% | 減碼 |