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 |
|---|---|---|---|---|---|
| One Wealth Capital Management, LLC | 47,965 | $38.2 萬 | 0.20% | 00.0% | 不變 |
| Prospera Financial Services Inc | 46,984 | $37.4 萬 | 0.01% | +4,780+11.3% | 加碼 |
| Investors Asset Management of Georgia Inc | 46,250 | $36.8 萬 | 0.19% | +1,000+2.2% | 加碼 |
| Sage Capital Advisors,llc | 46,063 | $36.7 萬 | 0.10% | −4,566−9.0% | 減碼 |
| Planning Directions Inc | 45,549 | $36.3 萬 | 0.16% | +45,549 | 新進 |
| Avantax Advisory Services, Inc. | 44,473 | $35.4 萬 | 0.00% | −6,230−12.3% | 減碼 |
| Operose Advisors LLC | 44,465 | $35.4 萬 | 0.12% | 00.0% | 不變 |
| NWF Advisory Services Inc. | 43,785 | $34.9 萬 | 0.05% | +43,785 | 新進 |
| Investmark Advisory Group LLC | 43,532 | $34.7 萬 | 0.17% | −965−2.2% | 減碼 |
| TCG Advisory Services, LLC | 40,897 | $32.6 萬 | 0.01% | −90.0% | 減碼 |
| IFG Advisory, LLC | 40,632 | $32.3 萬 | 0.02% | +551+1.4% | 加碼 |
| Oppenheimer & Co Inc | 39,538 | $31.5 萬 | 0.00% | −988−2.4% | 減碼 |
| Mercer Global Advisors Inc | 37,694 | $30.0 萬 | 0.00% | +3,666+10.8% | 加碼 |
| RMB Capital Management, LLC | 36,775 | $29.5 萬 | 0.01% | +36,775 | 新進 |
| James Investment Research Inc | 36,500 | $29.1 萬 | 0.04% | 00.0% | 不變 |
| Northstar Financial Companies, Inc. | 35,787 | $28.5 萬 | 0.31% | −8,696−19.5% | 減碼 |
| Burney Co | 34,854 | $27.7 萬 | 0.01% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 34,354 | $27.6 萬 | 0.00% | −8,773−20.3% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 33,290 | $26.5 萬 | 0.04% | +50.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 32,590 | $25.9 萬 | 0.01% | +5,089+18.5% | 加碼 |
| Uptown Financial Advisors LLC | 31,600 | $25.2 萬 | 0.26% | +6,300+24.9% | 加碼 |
| Fifth Third Bancorp | 31,252 | $24.9 萬 | 0.00% | +6,690+27.2% | 加碼 |
| Prairie Wealth Advisors, Inc. | 30,201 | $24.2 萬 | 0.12% | −3,567−10.6% | 減碼 |
| Transcend Wealth Collective, LLC | 29,807 | $23.7 萬 | 0.02% | 00.0% | 不變 |
| Bank of New York Mellon Corp | 29,660 | $23.6 萬 | 0.00% | +10,660+56.1% | 加碼 |
| Advisor OS, LLC | 29,364 | $23.4 萬 | 0.03% | +65+0.2% | 加碼 |
| Private Trust Co NA | 29,287 | $23.3 萬 | 0.02% | −1,882−6.0% | 減碼 |
| Vivaldi Capital Management, LLC | 28,477 | $22.7 萬 | 0.04% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 28,250 | $22.5 萬 | 0.00% | −288−1.0% | 減碼 |
| Whittier Trust Co | 28,204 | $22.4 萬 | 0.00% | −1,454−4.9% | 減碼 |
| Duncker Streett & Co Inc | 27,439 | $21.8 萬 | 0.04% | 00.0% | 不變 |
| Caldwell Sutter Capital, Inc. | 27,144 | $21.6 萬 | 0.10% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 26,179 | $21.0 萬 | 0.01% | +2,447+10.3% | 加碼 |
| Park Avenue Securities LLC | 26,220 | $20.9 萬 | 0.00% | −6,897−20.8% | 減碼 |
| Penbrook Management LLC | 25,710 | $20.5 萬 | 0.15% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 25,000 | $19.9 萬 | 0.00% | −9,020−26.5% | 減碼 |
| Keybank National Association | 24,921 | $19.8 萬 | 0.00% | 00.0% | 不變 |
| Sage Capital Management, LLC | 24,500 | $19.5 萬 | 0.11% | +3,500+16.7% | 加碼 |
| US Bancorp | 24,494 | $19.5 萬 | 0.00% | +11,164+83.8% | 加碼 |
| Catalina Capital Group, LLC | 24,437 | $19.5 萬 | 0.13% | 00.0% | 不變 |
| Glass Jacobson Investment Advisors llc | 23,922 | $18.8 萬 | 0.06% | 00.0% | 不變 |
| Fortitude Advisory Group L.L.C. | 25,561 | $18.7 萬 | 0.13% | +341+1.4% | 加碼 |
| Berger Financial Group, Inc | 23,283 | $18.5 萬 | 0.01% | +116+0.5% | 加碼 |
| International Private Wealth Advisors LLC | 22,589 | $18.0 萬 | 0.17% | +346+1.6% | 加碼 |
| Apollon Wealth Management, LLC | 21,845 | $17.4 萬 | 0.00% | −35−0.2% | 減碼 |
| Wesbanco Bank Inc | 21,511 | $17.1 萬 | 0.01% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 21,424 | $17.1 萬 | 0.01% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 21,320 | $17.0 萬 | 0.01% | +21,320 | 新進 |
| Coastal Investment Advisors, Inc. | 20,844 | $16.6 萬 | 0.08% | +238+1.2% | 加碼 |
| CI Private Wealth, LLC | 20,736 | $16.5 萬 | 0.00% | +3,149+17.9% | 加碼 |
| TSFG, LLC | 20,222 | $16.1 萬 | 0.03% | 00.0% | 不變 |
| WealthTrust Axiom LLC | 19,879 | $15.8 萬 | 0.05% | −1,903−8.7% | 減碼 |
| Waterfront Wealth Inc. | 19,779 | $15.7 萬 | 0.04% | +70.0% | 加碼 |
| Strategic Financial Concepts, LLC | 19,768 | $15.7 萬 | 0.03% | −1,113−5.3% | 減碼 |
| Ausdal Financial Partners, Inc. | 19,432 | $15.5 萬 | 0.01% | −1,732−8.2% | 減碼 |
| PSI Advisors, LLC | 19,427 | $15.5 萬 | 0.05% | +9,169+89.4% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 18,991 | $15.1 萬 | 0.02% | −7,861−29.3% | 減碼 |
| D.A. Davidson & Co. | 18,824 | $15.0 萬 | 0.00% | −66−0.3% | 減碼 |
| Kingstone Capital Partners Texas, LLC | 18,598 | $14.8 萬 | 0.12% | +1,710+10.1% | 加碼 |
| Shufro Rose & Co LLC | 18,373 | $14.6 萬 | 0.01% | +5,532+43.1% | 加碼 |
| Summit Trail Advisors, LLC | 17,841 | $14.3 萬 | 0.00% | +294+1.7% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 17,500 | $13.9 萬 | 0.01% | +2,500+16.7% | 加碼 |
| MML Investors Services, LLC | 17,000 | $13.5 萬 | 0.00% | −9,928−36.9% | 減碼 |
| Concorde Asset Management, LLC | 17,651 | $13.3 萬 | 0.07% | −700−3.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 16,645 | $13.2 萬 | 0.01% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 16,606 | $13.2 萬 | 0.00% | −334,586−95.3% | 減碼 |
| Belpointe Asset Management LLC | 16,546 | $13.2 萬 | 0.01% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 16,395 | $13.1 萬 | 0.00% | +270+1.7% | 加碼 |
| Stonegate Investment Group, LLC | 15,988 | $12.7 萬 | 0.00% | 00.0% | 不變 |
| Alpha Cubed Investments, LLC | 15,899 | $12.7 萬 | 0.01% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 15,726 | $12.5 萬 | 0.03% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 15,593 | $12.4 萬 | 0.01% | 00.0% | 不變 |
| Merit Financial Group, LLC | 15,590 | $12.4 萬 | 0.00% | +15,590 | 新進 |
| Elevate Capital Advisors, LLC | 15,300 | $12.2 萬 | 0.11% | +15,300 | 新進 |
| Argentarii, LLC | 15,157 | $12.1 萬 | 0.06% | 00.0% | 不變 |
| Mission Hills Financial Advisory, LLC | 14,985 | $11.9 萬 | 0.08% | 00.0% | 不變 |
| Beacon Financial Group | 14,983 | $11.9 萬 | 0.01% | +217+1.5% | 加碼 |
| Change Path, LLC | 14,921 | $11.9 萬 | 0.00% | +87+0.6% | 加碼 |
| Ieq Capital, LLC | 14,831 | $11.8 萬 | 0.00% | −284−1.9% | 減碼 |
| Gill Capital Partners, LLC | 14,747 | $11.7 萬 | 0.04% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 14,602 | $11.6 萬 | 0.00% | −3,200−18.0% | 減碼 |
| TCFG Wealth Management, LLC | 14,525 | $11.6 萬 | 0.06% | 00.0% | 不變 |
| Post Resch Tallon Group Inc. | 14,560 | $11.5 萬 | 0.12% | −737−4.8% | 減碼 |
| Beacon Capital Management, LLC | 14,258 | $11.3 萬 | 0.02% | −218−1.5% | 減碼 |
| MKT Advisors LLC | 16,061 | $11.3 萬 | 0.05% | 00.0% | 不變 |
| SageView Advisory Group, LLC | 14,147 | $11.3 萬 | 0.00% | 00.0% | 不變 |
| Etesian Wealth Advisors, Inc. | 14,000 | $11.1 萬 | 0.05% | +14,000 | 新進 |
| Fisher Asset Management, LLC | 13,840 | $11.0 萬 | 0.00% | +13,840 | 新進 |
| Parsons Capital Management Inc | 13,695 | $10.9 萬 | 0.01% | −3,682−21.2% | 減碼 |
| VeraBank, N.A. | 13,658 | $10.9 萬 | 0.03% | 00.0% | 不變 |
| Valley Brook Capital Group | 13,489 | $10.7 萬 | 0.08% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 13,427 | $10.7 萬 | 0.00% | −5,139−27.7% | 減碼 |
| Modern Wealth Management, LLC | 13,407 | $10.7 萬 | 0.00% | +13,407 | 新進 |
| Tradition Wealth Management, LLC | 13,369 | $10.6 萬 | 0.01% | 00.0% | 不變 |
| Financial Advocates Investment Management | 13,264 | $10.6 萬 | 0.01% | −1,921−12.7% | 減碼 |
| Beacon Financial Advisory LLC | 13,232 | $10.5 萬 | 0.03% | +34+0.3% | 加碼 |
| Founders Financial Alliance, LLC | 13,208 | $10.5 萬 | 0.03% | +13,208 | 新進 |
| Ellis Investment Partners, LLC | 13,175 | $10.5 萬 | 0.02% | +13,175 | 新進 |
| Gerber Kawasaki Wealth & Investment Management | 13,049 | $10.4 萬 | 0.00% | +13,049 | 新進 |
| 180 Wealth Advisors, LLC | 13,069 | $10.4 萬 | 0.02% | 00.0% | 不變 |