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 |
|---|---|---|---|---|---|
| Tectonic Advisors LLC | 50,000 | $39.3 萬 | 0.03% | +50,000 | 新進 |
| One Wealth Capital Management, LLC | 47,965 | $37.7 萬 | 0.19% | +47,965 | 新進 |
| Carson Advisory Inc. | 47,433 | $37.3 萬 | 0.26% | −8,205−14.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 47,237 | $37.1 萬 | 0.00% | +17,845+60.7% | 加碼 |
| Investors Asset Management of Georgia Inc | 45,250 | $35.6 萬 | 0.17% | 00.0% | 不變 |
| Investmark Advisory Group LLC | 44,497 | $35.0 萬 | 0.17% | −58−0.1% | 減碼 |
| Northstar Financial Companies, Inc. | 44,483 | $35.0 萬 | 0.33% | +44,483 | 新進 |
| Operose Advisors LLC | 44,465 | $34.9 萬 | 0.12% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 43,127 | $34.1 萬 | 0.00% | −76,741−64.0% | 減碼 |
| Prospera Financial Services Inc | 42,204 | $33.2 萬 | 0.01% | −2,713−6.0% | 減碼 |
| TCG Advisory Services, LLC | 40,906 | $32.2 萬 | 0.01% | −1,282−3.0% | 減碼 |
| Oppenheimer & Co Inc | 40,526 | $31.9 萬 | 0.00% | −6,832−14.4% | 減碼 |
| Rockefeller Capital Management L.P. | 40,218 | $31.6 萬 | 0.00% | +12,359+44.4% | 加碼 |
| IFG Advisory, LLC | 40,081 | $31.5 萬 | 0.02% | +40,081 | 新進 |
| Wetherby Asset Management Inc | 38,073 | $29.9 萬 | 0.01% | 00.0% | 不變 |
| Parr McKnight Wealth Management Group, LLC | 37,846 | $29.7 萬 | 0.04% | +37,846 | 新進 |
| James Investment Research Inc | 36,500 | $28.7 萬 | 0.03% | 00.0% | 不變 |
| StoneX Group Inc. | 34,999 | $27.5 萬 | 0.02% | +2,060+6.3% | 加碼 |
| Burney Co | 34,854 | $27.4 萬 | 0.01% | −6,421−15.6% | 減碼 |
| Mercer Global Advisors Inc | 34,028 | $26.7 萬 | 0.00% | −29,890−46.8% | 減碼 |
| Prairie Wealth Advisors, Inc. | 33,768 | $26.5 萬 | 0.13% | +500+1.5% | 加碼 |
| Pathstone Holdings, LLC | 34,020 | $26.3 萬 | 0.00% | +8,760+34.7% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 33,285 | $26.2 萬 | 0.04% | +110.0% | 加碼 |
| Park Avenue Securities LLC | 33,117 | $26.0 萬 | 0.00% | −7,807−19.1% | 減碼 |
| Private Trust Co NA | 31,169 | $24.5 萬 | 0.03% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 29,807 | $23.4 萬 | 0.02% | −15,703−34.5% | 減碼 |
| Whittier Trust Co | 29,658 | $23.3 萬 | 0.00% | −5,129−14.7% | 減碼 |
| Advisor OS, LLC | 29,299 | $23.0 萬 | 0.03% | +160+0.5% | 加碼 |
| Vivaldi Capital Management, LLC | 28,477 | $22.7 萬 | 0.03% | +28,477 | 新進 |
| Horizon Kinetics Asset Management LLC | 28,538 | $22.4 萬 | 0.00% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 27,501 | $21.6 萬 | 0.01% | +1,248+4.8% | 加碼 |
| Duncker Streett & Co Inc | 27,439 | $21.6 萬 | 0.04% | 00.0% | 不變 |
| Citadel Advisors LLC | 27,180 | $21.4 萬 | 0.00% | +16,061+144.4% | 加碼 |
| Caldwell Sutter Capital, Inc. | 27,144 | $21.3 萬 | 0.10% | 00.0% | 不變 |
| MML Investors Services, LLC | 26,928 | $21.2 萬 | 0.00% | +10,139+60.4% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 26,852 | $21.1 萬 | 0.02% | +2,777+11.5% | 加碼 |
| Private Advisory Group LLC | 26,690 | $21.0 萬 | 0.02% | +26,690 | 新進 |
| Penbrook Management LLC | 25,710 | $20.2 萬 | 0.14% | −7,911−23.5% | 減碼 |
| Uptown Financial Advisors LLC | 25,300 | $19.9 萬 | 0.21% | +25,300 | 新進 |
| Fortitude Advisory Group L.L.C. | 25,220 | $19.8 萬 | 0.12% | 00.0% | 不變 |
| HRT Financial LP | 25,026 | $19.6 萬 | 0.00% | +25,026 | 新進 |
| Keybank National Association | 24,921 | $19.6 萬 | 0.00% | 00.0% | 不變 |
| Fifth Third Bancorp | 24,562 | $19.3 萬 | 0.00% | +766+3.2% | 加碼 |
| Integrated Wealth Concepts LLC | 24,529 | $19.3 萬 | 0.00% | +10,400+73.6% | 加碼 |
| Catalina Capital Group, LLC | 24,437 | $19.2 萬 | 0.06% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 23,922 | $18.8 萬 | 0.06% | +10,520+78.5% | 加碼 |
| Snowden Capital Advisors LLC | 23,732 | $18.7 萬 | 0.01% | 00.0% | 不變 |
| Western Wealth Management, LLC | 23,434 | $18.4 萬 | 0.01% | −2,174−8.5% | 減碼 |
| Berger Financial Group, Inc | 23,167 | $18.2 萬 | 0.01% | −350−1.5% | 減碼 |
| Creative Planning | 23,105 | $18.2 萬 | 0.00% | +6,525+39.4% | 加碼 |
| International Private Wealth Advisors LLC | 22,243 | $17.5 萬 | 0.17% | +671+3.1% | 加碼 |
| Apollon Wealth Management, LLC | 21,880 | $17.2 萬 | 0.00% | +9,653+78.9% | 加碼 |
| WealthTrust Axiom LLC | 21,782 | $17.1 萬 | 0.05% | 00.0% | 不變 |
| Wesbanco Bank Inc | 21,511 | $16.9 萬 | 0.01% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 21,424 | $16.8 萬 | 0.01% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 21,372 | $16.8 萬 | 0.03% | 00.0% | 不變 |
| Ausdal Financial Partners, Inc. | 21,164 | $16.6 萬 | 0.01% | +1,084+5.4% | 加碼 |
| Coastal Investment Advisors, Inc. | 20,606 | $16.5 萬 | 0.07% | +349+1.7% | 加碼 |
| Sage Capital Management, LLC | 21,000 | $16.5 萬 | 0.08% | 00.0% | 不變 |
| Strategic Financial Concepts, LLC | 20,881 | $16.4 萬 | 0.03% | +10,105+93.8% | 加碼 |
| TSFG, LLC | 20,222 | $15.9 萬 | 0.03% | 00.0% | 不變 |
| Waterfront Wealth Inc. | 19,772 | $15.5 萬 | 0.04% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 19,000 | $14.9 萬 | 0.00% | −9,171−32.6% | 減碼 |
| D.A. Davidson & Co. | 18,890 | $14.8 萬 | 0.00% | +2,632+16.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 18,566 | $14.6 萬 | 0.00% | +17,412+1,508.8% | 加碼 |
| Concorde Asset Management, LLC | 18,351 | $14.4 萬 | 0.08% | −1,400−7.1% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 17,802 | $14.0 萬 | 0.00% | +17,802 | 新進 |
| CI Private Wealth, LLC | 17,587 | $13.8 萬 | 0.00% | +1,883+12.0% | 加碼 |
| Summit Trail Advisors, LLC | 17,547 | $13.8 萬 | 0.01% | +869+5.2% | 加碼 |
| Logan Stone Capital, LLC | 17,471 | $13.7 萬 | 0.05% | +17,471 | 新進 |
| Parsons Capital Management Inc | 17,377 | $13.7 萬 | 0.01% | −2,620−13.1% | 減碼 |
| Kingstone Capital Partners Texas, LLC | 16,888 | $13.3 萬 | 0.11% | +16,888 | 新進 |
| EverSource Wealth Advisors, LLC | 16,645 | $13.1 萬 | 0.01% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 16,546 | $13.0 萬 | 0.01% | 00.0% | 不變 |
| MKT Advisors LLC | 16,061 | $12.7 萬 | 0.06% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 16,125 | $12.7 萬 | 0.00% | +429+2.7% | 加碼 |
| Stonegate Investment Group, LLC | 15,988 | $12.6 萬 | 0.00% | 00.0% | 不變 |
| Alpha Cubed Investments, LLC | 15,899 | $12.5 萬 | 0.01% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 15,726 | $12.4 萬 | 0.03% | 00.0% | 不變 |
| HTLF Bank | 15,683 | $12.3 萬 | 0.01% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 15,593 | $12.3 萬 | 0.01% | 00.0% | 不變 |
| Post Resch Tallon Group Inc. | 15,297 | $12.2 萬 | 0.12% | +15,297 | 新進 |
| Financial Advocates Investment Management | 15,185 | $11.9 萬 | 0.01% | +34+0.2% | 加碼 |
| Argentarii, LLC | 15,157 | $11.9 萬 | 0.06% | +15,157 | 新進 |
| Ieq Capital, LLC | 15,115 | $11.9 萬 | 0.00% | −9,888−39.5% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 15,000 | $11.8 萬 | 0.01% | 00.0% | 不變 |
| Mission Hills Financial Advisory, LLC | 14,985 | $11.8 萬 | 0.09% | +500+3.5% | 加碼 |
| Bragg Financial Advisors, Inc | 14,955 | $11.8 萬 | 0.00% | +14,955 | 新進 |
| Change Path, LLC | 14,834 | $11.7 萬 | 0.00% | +3,717+33.4% | 加碼 |
| Beacon Financial Group | 14,766 | $11.6 萬 | 0.01% | +421+2.9% | 加碼 |
| CWM, LLC | 14,739 | $11.6 萬 | 0.00% | +3,889+35.8% | 加碼 |
| Gill Capital Partners, LLC | 14,747 | $11.6 萬 | 0.04% | 00.0% | 不變 |
| Morling Financial Advisors, LLC | 14,674 | $11.5 萬 | 0.04% | +474+3.3% | 加碼 |
| TCFG Wealth Management, LLC | 14,525 | $11.4 萬 | 0.06% | 00.0% | 不變 |
| Beacon Capital Management, LLC | 14,476 | $11.4 萬 | 0.01% | +1,254+9.5% | 加碼 |
| SageView Advisory Group, LLC | 14,147 | $11.1 萬 | 0.00% | +14,147 | 新進 |
| Millennium Management LLC | 14,007 | $11.0 萬 | 0.00% | −108,429−88.6% | 減碼 |
| Goldman Sachs Group Inc | 14,000 | $11.0 萬 | 0.00% | −41,500−74.8% | 減碼 |
| Shaker Financial Services, LLC | 13,965 | $11.0 萬 | 0.04% | −43,035−75.5% | 減碼 |
| VeraBank, N.A. | 13,658 | $10.7 萬 | 0.03% | 00.0% | 不變 |