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。
2025 年第 1 季 13F 持有人
Nuveen Preferred & Income Opportunities Fund 在 2025/3/31 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
- 284
- 較 2024 年第 4 季 −8 家
- 持有股數
- 6,125 萬
- 較 2024 年第 4 季 −176.4 萬 (−2.8%)
- 總市值
- $4.87 億
- 較 2024 年第 4 季 −$795.8 萬 (−1.6%)
- 新進機構
- 33
- 另有 81 家加碼
- 清倉機構
- 41
- 另有 73 家減碼
另有 6 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 6,780,783 | $5,398 萬 | 0.00% | −875,695−11.4% | 減碼 |
| UBS Group AG | 4,420,477 | $3,519 萬 | 0.01% | +207,372+4.9% | 加碼 |
| Sit Investment Associates Inc | 4,105,995 | $3,268 萬 | 0.77% | −641,964−13.5% | 減碼 |
| Bank of America Corp | 4,097,250 | $3,261 萬 | 0.00% | +300,828+7.9% | 加碼 |
| Wells Fargo & Company | 3,562,951 | $2,836 萬 | 0.01% | +217,498+6.5% | 加碼 |
| Raymond James Financial Inc | 3,339,902 | $2,659 萬 | 0.01% | +47,464+1.4% | 加碼 |
| Invesco Ltd. | 2,929,951 | $2,332 萬 | 0.00% | +15,812+0.5% | 加碼 |
| LPL Financial LLC | 2,378,176 | $1,893 萬 | 0.01% | −1,042,905−30.5% | 減碼 |
| Commonwealth Equity Services, LLC | 2,284,391 | $1,818 萬 | 0.03% | +19,264+0.9% | 加碼 |
| Guggenheim Capital LLC | 1,451,123 | $1,155 萬 | 0.11% | +164,408+12.8% | 加碼 |
| Advisors Asset Management, Inc. | 1,057,956 | $842.1 萬 | 0.16% | −5,570−0.5% | 減碼 |
| Captrust Financial Advisors | 1,003,234 | $798.6 萬 | 0.02% | +99,252+11.0% | 加碼 |
| Greatmark Investment Partners, Inc. | 998,565 | $794.9 萬 | 1.08% | +4,555+0.5% | 加碼 |
| Advisor Group Holdings, Inc. | 965,396 | $768.4 萬 | 0.02% | +153,259+18.9% | 加碼 |
| Cohen & Steers, Inc. | 785,251 | $625.1 萬 | 0.01% | −210,490−21.1% | 減碼 |
| Cerity Partners LLC | 782,487 | $622.9 萬 | 0.01% | +210,802+36.9% | 加碼 |
| Royal Bank of Canada | 746,918 | $594.6 萬 | 0.00% | −30,231−3.9% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 737,390 | $587.0 萬 | 0.26% | −52,292−6.6% | 減碼 |
| Penserra Capital Management LLC | 673,102 | $535.7 萬 | 0.10% | +7,287+1.1% | 加碼 |
| Stifel Financial Corp | 629,798 | $501.3 萬 | 0.01% | +41,581+7.1% | 加碼 |
| Janney Montgomery Scott LLC | 541,845 | $431.3 萬 | 0.01% | −103,273−16.0% | 減碼 |
| Moors & Cabot, Inc. | 531,623 | $423.2 萬 | 0.21% | −27,718−5.0% | 減碼 |
| Ameriprise Financial Inc | 507,885 | $404.3 萬 | 0.00% | −16,038−3.1% | 減碼 |
| Stratos Wealth Partners, LTD. | 503,478 | $400.8 萬 | 0.06% | −18,519−3.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 481,711 | $383.4 萬 | 0.01% | +35,474+7.9% | 加碼 |
| Cetera Investment Advisers | 462,470 | $368.1 萬 | 0.01% | +10,095+2.2% | 加碼 |
| Thoma Capital Management LLC | 443,767 | $353.2 萬 | 2.47% | −23,478−5.0% | 減碼 |
| Protective Life Corp | 440,000 | $350.2 萬 | 100.00% | 00.0% | 不變 |
| Fca Corp | 437,513 | $348.3 萬 | 1.11% | +898+0.2% | 加碼 |
| Rothschild Investment LLC | 427,519 | $340.3 萬 | 0.23% | −75,586−15.0% | 減碼 |
| Lido Advisors, LLC | 401,233 | $322.0 萬 | 0.02% | 00.0% | 不變 |
| Campbell Capital Management Inc | 384,993 | $306.5 萬 | 1.79% | 00.0% | 不變 |
| Smith Asset Management Co., LLC | 357,253 | $284.4 萬 | 2.68% | −2,838−0.8% | 減碼 |
| Capital Investment Advisors, LLC | 351,818 | $280.0 萬 | 0.05% | −14,835−4.0% | 減碼 |
| Truist Financial Corp | 324,497 | $258.3 萬 | 0.00% | −2,416−0.7% | 減碼 |
| Chicago Partners Investment Group LLC | 326,501 | $255.3 萬 | 0.08% | +4,964+1.5% | 加碼 |
| Ibex Wealth Advisors | 312,607 | $248.8 萬 | 0.33% | −14,098−4.3% | 減碼 |
| Prelude Capital Management, LLC | 300,000 | $238.8 萬 | 0.24% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 287,384 | $228.8 萬 | 0.00% | −46,350−13.9% | 減碼 |
| Fiera Capital Corp | 275,879 | $219.6 萬 | 0.01% | 00.0% | 不變 |
| First Trust Advisors LP | 274,567 | $218.6 萬 | 0.00% | −6,065−2.2% | 減碼 |
| GWM Advisors LLC | 268,179 | $213.5 萬 | 0.01% | +11,208+4.4% | 加碼 |
| Sowell Financial Services LLC | 252,300 | $200.8 萬 | 0.09% | −61,612−19.6% | 減碼 |
| Davenport & Co LLC | 252,285 | $200.8 萬 | 0.01% | −9,815−3.7% | 減碼 |
| Wealth Advisory Solutions, LLC | 244,083 | $194.3 萬 | 0.51% | +43,490+21.7% | 加碼 |
| CoreCap Advisors, LLC | 238,559 | $189.9 萬 | 0.08% | −575−0.2% | 減碼 |
| PFG Advisors | 225,212 | $179.3 萬 | 0.10% | +225,212 | 新進 |
| Sanctuary Advisors, LLC | 219,204 | $174.5 萬 | 0.01% | −3,378−1.5% | 減碼 |
| MSH Capital Advisors LLC | 201,095 | $160.1 萬 | 0.50% | +391+0.2% | 加碼 |
| HighTower Advisors, LLC | 194,928 | $155.2 萬 | 0.00% | −3,983−2.0% | 減碼 |
| Geneos Wealth Management Inc. | 188,843 | $150.3 萬 | 0.05% | +17,527+10.2% | 加碼 |
| Thrivent Financial for Lutherans | 171,712 | $136.7 萬 | 0.00% | 00.0% | 不變 |
| Private Advisor Group, LLC | 157,751 | $125.6 萬 | 0.01% | +11,077+7.6% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 147,817 | $117.7 萬 | 0.00% | +89,532+153.6% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 135,859 | $107.6 萬 | 0.01% | +5,021+3.8% | 加碼 |
| Kestra Advisory Services, LLC | 132,588 | $105.5 萬 | 0.01% | −22,714−14.6% | 減碼 |
| Advisory Services Network, LLC | 123,289 | $98.1 萬 | 0.02% | −2,047−1.6% | 減碼 |
| Samalin Investment Counsel, LLC | 110,574 | $88.0 萬 | 0.36% | +4,383+4.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 107,153 | $85.3 萬 | 0.01% | +59,916+126.8% | 加碼 |
| Cary Street Partners Financial LLC | 102,912 | $81.9 萬 | 0.03% | −647−0.6% | 減碼 |
| Palogic Value Management, L.P. | 101,305 | $80.6 萬 | 0.35% | 00.0% | 不變 |
| Triumph Capital Management | 100,914 | $80.3 萬 | 0.27% | +19,336+23.7% | 加碼 |
| Melfa Wealth Management, LLC | 99,767 | $79.4 萬 | 0.54% | 00.0% | 不變 |
| AlphaCore Capital LLC | 93,553 | $75.1 萬 | 0.06% | +93,553 | 新進 |
| E&G Advisors, LP | 91,850 | $73.0 萬 | 0.21% | −1,800−1.9% | 減碼 |
| Shulman DeMeo Asset Management LLC | 89,654 | $71.4 萬 | 0.20% | −946−1.0% | 減碼 |
| Benchmark Investment Advisors LLC | 88,000 | $70.0 萬 | 0.45% | 00.0% | 不變 |
| Marino, Stram & Associates LLC | 86,571 | $68.9 萬 | 0.15% | +7,410+9.4% | 加碼 |
| Atria Wealth Solutions, Inc. | 84,081 | $67.3 萬 | 0.01% | +7,608+9.9% | 加碼 |
| Wealthcare Advisory Partners LLC | 84,322 | $67.1 萬 | 0.02% | +1,749+2.1% | 加碼 |
| Bramshill Investments, LLC | 82,558 | $65.7 萬 | 0.07% | +117+0.1% | 加碼 |
| Mariner, LLC | 77,328 | $61.6 萬 | 0.00% | −10,249−11.7% | 減碼 |
| Wedbush Securities Inc | 76,187 | $60.6 萬 | 0.02% | +3,313+4.5% | 加碼 |
| Independent Financial Group, LLC | 75,911 | $60.4 萬 | 0.02% | +25,101+49.4% | 加碼 |
| Accel Wealth Management | 73,070 | $58.2 萬 | 0.21% | −4,508−5.8% | 減碼 |
| Level Four Advisory Services, LLC | 71,886 | $57.2 萬 | 0.02% | −1,537−2.1% | 減碼 |
| RVW Wealth, LLC | 70,922 | $56.5 萬 | 0.05% | 00.0% | 不變 |
| Diversify Wealth Management, LLC | 73,000 | $56.4 萬 | 0.04% | 00.0% | 不變 |
| Principal Securities, Inc. | 71,141 | $55.9 萬 | 0.01% | 00.0% | 不變 |
| Anchor Capital Management Group Inc | 70,000 | $55.7 萬 | 0.26% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 69,378 | $54.5 萬 | 0.17% | 00.0% | 不變 |
| Spire Wealth Management | 68,396 | $54.4 萬 | 0.02% | +1,493+2.2% | 加碼 |
| National Asset Management, Inc. | 67,291 | $53.6 萬 | 0.02% | +241+0.4% | 加碼 |
| Stolper Co | 66,647 | $53.1 萬 | 0.17% | +758+1.2% | 加碼 |
| Comerica Bank | 60,317 | $48.0 萬 | 0.00% | −1,026−1.7% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 58,444 | $46.5 萬 | 0.07% | 00.0% | 不變 |
| Umb Bank N A | 55,993 | $44.6 萬 | 0.01% | +55,993 | 新進 |
| TownSquare Capital, LLC | 55,308 | $44.0 萬 | 0.00% | +1,415+2.6% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $44.0 萬 | 0.16% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 53,000 | $42.2 萬 | 0.16% | +39,035+279.5% | 加碼 |
| Gridiron Partners, LLC | 52,969 | $42.2 萬 | 0.27% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 52,417 | $41.7 萬 | 0.01% | −6,261−10.7% | 減碼 |
| Live Oak Private Wealth LLC | 51,460 | $41.0 萬 | 0.07% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 51,225 | $40.8 萬 | 0.04% | −2,789−5.2% | 減碼 |
| StoneX Group Inc. | 50,780 | $40.7 萬 | 0.02% | +15,781+45.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 51,096 | $40.7 萬 | 0.00% | −832−1.6% | 減碼 |
| Harbour Investments, Inc. | 51,076 | $40.7 萬 | 0.01% | 00.0% | 不變 |
| Tectonic Advisors LLC | 50,000 | $39.8 萬 | 0.02% | 00.0% | 不變 |
| Carson Advisory Inc. | 49,861 | $39.7 萬 | 0.27% | +2,428+5.1% | 加碼 |
| Ameritas Advisory Services, LLC | 50,176 | $39.4 萬 | 0.02% | 00.0% | 不變 |