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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。

2025 年第 1 季與 2024 年第 4 季比較

持有 Nuveen Preferred & Income Opportunities Fund 的機構從 2024 年第 4 季到 2025 年第 1 季的變化。

2025 年第 1 季全部持有人2024 年第 4 季全部持有人

JPC 的 13F 持有人:2024 年第 4 季與 2025 年第 1 季比較
項目2024 年第 4 季其中尚未申報 2025 年第 1 季2025 年第 1 季變化
持有家數2986284−8
股數6,307 萬5.78 萬6,125 萬−176.4 萬 (−2.8%)
市值$4.96 億$45.4 萬$4.87 億−$795.8 萬 (−1.6%)

6 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季:沒申報不算清倉,所以變化不計入它們。

新進機構(33 家)

2025 年第 1 季季末持有 Nuveen Preferred & Income Opportunities Fund、2024 年第 4 季季末沒有持有的機構。

2025 年第 1 季新進 JPC 的機構
機構股數市值佔組合 %
PFG Advisors225,212$179.3 萬0.10%
AlphaCore Capital LLC93,553$75.1 萬0.06%
Umb Bank N A55,993$44.6 萬0.01%
Planning Directions Inc45,549$36.3 萬0.16%
NWF Advisory Services Inc.43,785$34.9 萬0.05%
RMB Capital Management, LLC36,775$29.5 萬0.01%
J.W. Cole Advisors, Inc.21,320$17.0 萬0.01%
Merit Financial Group, LLC15,590$12.4 萬0.00%
Elevate Capital Advisors, LLC15,300$12.2 萬0.11%
Etesian Wealth Advisors, Inc.14,000$11.1 萬0.05%
Fisher Asset Management, LLC13,840$11.0 萬0.00%
Modern Wealth Management, LLC13,407$10.7 萬0.00%
Founders Financial Alliance, LLC13,208$10.5 萬0.03%
Ellis Investment Partners, LLC13,175$10.5 萬0.02%
Gerber Kawasaki Wealth & Investment Management13,049$10.4 萬0.00%
Atomi Financial Group, Inc.12,709$10.1 萬0.00%
Onyx Financial Advisors, LLC12,595$10.0 萬0.05%
Accredited Investor Services, LLC12,011$9.56 萬0.08%
Aspire Growth Partners LLC11,773$9.21 萬0.08%
Leigh Baldwin & Co., LLC11,113$8.85 萬0.07%
Jacobi Capital Management LLC10,400$8.28 萬0.01%
Boston Private Wealth LLC3,677$2.93 萬0.00%
FNY Investment Advisers, LLC3,000$2.30 萬0.01%
Optimum Investment Advisors2,106$1.68 萬0.01%
Bokf, NA1,751$1.39 萬0.00%
HFM Investment Advisors, LLC1,043$8,3030.00%
Coldstream Capital Management Inc1,026$8,1670.00%
Cape Investment Advisory, Inc.941$7,4900.00%
Wealth Preservation Advisors, LLC805$6,4080.00%
Trust Co676$5,3810.00%
Private Wealth Asset Management, LLC500$3,9800.00%
Sandy Spring Bank238$1,8950.00%
Tower Research Capital LLC (TRC)50$3980.00%

清倉機構(41 家)

2024 年第 4 季季末持有 Nuveen Preferred & Income Opportunities Fund、2025 年第 1 季有申報但已經沒有持有的機構。

2025 年第 1 季清倉 JPC 的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Kingswood Wealth Advisors, LLC60,391$47.5 萬
Axxcess Wealth Management, LLC59,935$47.1 萬
Ballentine Partners, LLC53,693$42.2 萬
Aristides Capital LLC53,250$41.9 萬
Independent Advisor Alliance51,348$40.4 萬
Rockefeller Capital Management L.P.40,218$31.6 萬
Parr McKnight Wealth Management Group, LLC37,846$29.7 萬
Citadel Advisors LLC27,180$21.4 萬
Private Advisory Group LLC26,690$21.0 萬
HRT Financial LP25,026$19.6 萬
Western Wealth Management, LLC23,434$18.4 萬
LexAurum Advisors, LLC21,372$16.8 萬
Logan Stone Capital, LLC17,471$13.7 萬
Bragg Financial Advisors, Inc14,955$11.8 萬
Morling Financial Advisors, LLC14,674$11.5 萬
Millennium Management LLC14,007$11.0 萬
Goldman Sachs Group Inc14,000$11.0 萬
Noesis Capital Mangement Corp13,433$10.6 萬
AE Wealth Management LLC13,072$10.3 萬
Freestate Advisors LLC12,494$9.82 萬
We Are One Seven, LLC12,469$9.80 萬
Aptus Capital Advisors, LLC11,948$9.39 萬
Second Line Capital, LLC11,948$9.39 萬
Susquehanna International Group, LLP11,042$8.68 萬
Elequin Capital LP9,238$7.26 萬
Proequities, Inc.8,901$7.13 萬
CoreFirst Bank & Trust7,699$6.05 萬
Washington Trust Co4,440$3.49 萬
Noble Wealth Management PBC2,500$1.97 萬
Hantz Financial Services, Inc.1,977$1.60 萬
Van Hulzen Asset Management, LLC1,920$1.51 萬
Coppell Advisory Solutions LLC1,105$8,730
Transcendent Capital Group LLC1,056$8,300
American National Bank1,003$7,884
Birchbrook, Inc.1,000$7,860
Wingate Wealth Advisors, Inc.880$6,917
Provenance Wealth Advisors, LLC717$5,636
Investment Counsel Co of Nevada135$1,059
FMR LLC1$8
BlackRock, Inc.1$6
GeoWealth Management, LLC0$1

尚未申報 2025 年第 1 季的機構(6 家)

2024 年第 4 季季末持有 Nuveen Preferred & Income Opportunities Fund、還沒有申報 2025 年第 1 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 4 季持有 JPC、尚未申報 2025 年第 1 季的機構
機構2024 年第 4 季股數2024 年第 4 季市值
Wetherby Asset Management Inc38,073$29.9 萬
HTLF Bank15,683$12.3 萬
Oliver Lagore Vanvalin Investment Group2,174$1.71 萬
RE Dickinson Investment Advisors, LLC1,406$1.11 萬
AlphaMark Advisors, LLC314$2,000
Global Retirement Partners, LLC185$1,454