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 2 季 13F 持有人
Nuveen Preferred & Income Opportunities Fund 在 2025/6/30 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
- 289
- 較 2025 年第 1 季 +9 家
- 持有股數
- 5,887 萬
- 較 2025 年第 1 季 −226.1 萬 (−3.7%)
- 總市值
- $4.72 億
- 較 2025 年第 1 季 −$1,425 萬 (−2.9%)
- 新進機構
- 31
- 另有 100 家加碼
- 清倉機構
- 22
- 另有 73 家減碼
另有 4 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 6,886,989 | $5,523 萬 | 0.00% | +106,206+1.6% | 加碼 |
| Bank of America Corp | 4,201,219 | $3,369 萬 | 0.00% | +103,969+2.5% | 加碼 |
| UBS Group AG | 4,198,535 | $3,367 萬 | 0.01% | −221,942−5.0% | 減碼 |
| Wells Fargo & Company | 3,761,396 | $3,017 萬 | 0.01% | +198,445+5.6% | 加碼 |
| Raymond James Financial Inc | 3,456,317 | $2,772 萬 | 0.01% | +116,415+3.5% | 加碼 |
| Invesco Ltd. | 2,951,656 | $2,367 萬 | 0.00% | +21,705+0.7% | 加碼 |
| Commonwealth Equity Services, LLC | 2,366,589 | $1,898 萬 | 0.03% | +82,198+3.6% | 加碼 |
| LPL Financial LLC | 1,898,223 | $1,522 萬 | 0.01% | −479,953−20.2% | 減碼 |
| Guggenheim Capital LLC | 1,655,758 | $1,328 萬 | 0.11% | +204,635+14.1% | 加碼 |
| Sit Investment Associates Inc | 1,196,141 | $959.3 萬 | 0.20% | −2,909,854−70.9% | 減碼 |
| Advisor Group Holdings, Inc. | 1,137,158 | $912.0 萬 | 0.02% | +171,762+17.8% | 加碼 |
| Captrust Financial Advisors | 1,092,658 | $876.3 萬 | 0.02% | +89,424+8.9% | 加碼 |
| Advisors Asset Management, Inc. | 1,036,282 | $831.1 萬 | 0.15% | −21,674−2.0% | 減碼 |
| Greatmark Investment Partners, Inc. | 1,011,715 | $811.4 萬 | 1.02% | +13,150+1.3% | 加碼 |
| Cerity Partners LLC | 968,109 | $776.4 萬 | 0.01% | +185,622+23.7% | 加碼 |
| Royal Bank of Canada | 799,968 | $641.5 萬 | 0.00% | +53,050+7.1% | 加碼 |
| Cohen & Steers, Inc. | 785,251 | $629.8 萬 | 0.01% | 00.0% | 不變 |
| Penserra Capital Management LLC | 693,605 | $556.2 萬 | 0.08% | +20,503+3.0% | 加碼 |
| Ameriprise Financial Inc | 611,388 | $490.3 萬 | 0.00% | +103,503+20.4% | 加碼 |
| Stifel Financial Corp | 598,489 | $480.0 萬 | 0.00% | −31,309−5.0% | 減碼 |
| Janney Montgomery Scott LLC | 571,517 | $458.4 萬 | 0.01% | +29,672+5.5% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 570,516 | $457.6 萬 | 0.18% | −166,874−22.6% | 減碼 |
| Moors & Cabot, Inc. | 565,388 | $453.4 萬 | 0.21% | +33,765+6.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 511,842 | $410.5 萬 | 0.06% | +8,364+1.7% | 加碼 |
| Truist Financial Corp | 498,856 | $400.1 萬 | 0.01% | +174,359+53.7% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 471,113 | $377.8 萬 | 0.01% | −10,598−2.2% | 減碼 |
| Cetera Investment Advisers | 470,523 | $377.4 萬 | 0.01% | +8,053+1.7% | 加碼 |
| Fca Corp | 454,604 | $364.6 萬 | 1.09% | +17,091+3.9% | 加碼 |
| Thoma Capital Management LLC | 446,090 | $357.8 萬 | 2.28% | +2,323+0.5% | 加碼 |
| Protective Life Corp | 440,000 | $352.9 萬 | 100.00% | 00.0% | 不變 |
| Lido Advisors, LLC | 398,064 | $321.9 萬 | 0.02% | −3,169−0.8% | 減碼 |
| Campbell Capital Management Inc | 381,038 | $305.6 萬 | 1.19% | −3,955−1.0% | 減碼 |
| Smith Asset Management Co., LLC | 353,052 | $283.2 萬 | 2.44% | −4,201−1.2% | 減碼 |
| Chicago Partners Investment Group LLC | 347,690 | $279.2 萬 | 0.08% | +21,189+6.5% | 加碼 |
| Capital Investment Advisors, LLC | 339,215 | $272.1 萬 | 0.05% | −12,603−3.6% | 減碼 |
| Ibex Wealth Advisors | 314,819 | $252.5 萬 | 0.27% | +2,212+0.7% | 加碼 |
| Envestnet Asset Management Inc | 308,490 | $247.4 萬 | 0.00% | +21,106+7.3% | 加碼 |
| Prelude Capital Management, LLC | 300,000 | $240.6 萬 | 0.23% | 00.0% | 不變 |
| First Trust Advisors LP | 281,887 | $226.1 萬 | 0.00% | +7,320+2.7% | 加碼 |
| GWM Advisors LLC | 278,520 | $223.4 萬 | 0.01% | +10,341+3.9% | 加碼 |
| Wealth Advisory Solutions, LLC | 274,632 | $220.3 萬 | 0.56% | +30,549+12.5% | 加碼 |
| Fiera Capital Corp | 269,309 | $216.0 萬 | 0.01% | −6,570−2.4% | 減碼 |
| Davenport & Co LLC | 248,714 | $199.5 萬 | 0.01% | −3,571−1.4% | 減碼 |
| CoreCap Advisors, LLC | 237,784 | $190.7 萬 | 0.08% | −775−0.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 220,727 | $179.2 萬 | 0.00% | +72,910+49.3% | 加碼 |
| MSH Capital Advisors LLC | 220,453 | $176.8 萬 | 0.51% | +19,358+9.6% | 加碼 |
| Sanctuary Advisors, LLC | 219,781 | $176.3 萬 | 0.01% | +577+0.3% | 加碼 |
| Geneos Wealth Management Inc. | 208,255 | $167.0 萬 | 0.04% | +19,412+10.3% | 加碼 |
| Wealthspire Advisors, LLC | 193,045 | $154.8 萬 | 0.01% | +193,045 | 新進 |
| Steward Partners Investment Advisory, LLC | 172,897 | $138.7 萬 | 0.01% | +65,744+61.4% | 加碼 |
| Thrivent Financial for Lutherans | 161,712 | $129.6 萬 | 0.00% | −10,000−5.8% | 減碼 |
| Kestra Advisory Services, LLC | 159,139 | $127.6 萬 | 0.01% | +26,551+20.0% | 加碼 |
| Private Advisor Group, LLC | 145,556 | $116.7 萬 | 0.01% | −12,195−7.7% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 142,246 | $114.1 萬 | 0.01% | +6,387+4.7% | 加碼 |
| HighTower Advisors, LLC | 129,078 | $103.5 萬 | 0.00% | −65,850−33.8% | 減碼 |
| Samalin Investment Counsel, LLC | 114,822 | $92.1 萬 | 0.35% | +4,248+3.8% | 加碼 |
| Triumph Capital Management | 110,974 | $89.0 萬 | 0.27% | +10,060+10.0% | 加碼 |
| Advisory Services Network, LLC | 108,730 | $87.7 萬 | 0.01% | −14,559−11.8% | 減碼 |
| AlphaCore Capital LLC | 102,959 | $83.3 萬 | 0.03% | +9,406+10.1% | 加碼 |
| Cary Street Partners Financial LLC | 102,362 | $82.1 萬 | 0.02% | −550−0.5% | 減碼 |
| Palogic Value Management, L.P. | 100,317 | $80.5 萬 | 0.34% | −988−1.0% | 減碼 |
| Melfa Wealth Management, LLC | 97,230 | $78.0 萬 | 0.49% | −2,537−2.5% | 減碼 |
| Linscomb & Williams, Inc. | 97,000 | $77.8 萬 | 0.04% | +97,000 | 新進 |
| Spire Wealth Management | 92,669 | $74.3 萬 | 0.03% | +24,273+35.5% | 加碼 |
| E&G Advisors, LP | 90,550 | $72.5 萬 | 0.19% | −1,300−1.4% | 減碼 |
| Shulman DeMeo Asset Management LLC | 89,471 | $71.8 萬 | 0.18% | −183−0.2% | 減碼 |
| Mariner, LLC | 89,081 | $71.4 萬 | 0.00% | +11,753+15.2% | 加碼 |
| Readystate Asset Management LP | 88,024 | $70.6 萬 | 0.03% | +88,024 | 新進 |
| Bramshill Investments, LLC | 87,915 | $70.5 萬 | 0.07% | +5,357+6.5% | 加碼 |
| Marino, Stram & Associates LLC | 86,571 | $69.4 萬 | 0.14% | 00.0% | 不變 |
| Independent Financial Group, LLC | 79,435 | $63.7 萬 | 0.02% | +3,524+4.6% | 加碼 |
| Wealthcare Advisory Partners LLC | 77,543 | $62.2 萬 | 0.01% | −6,779−8.0% | 減碼 |
| Diversify Wealth Management, LLC | 73,000 | $58.9 萬 | 0.04% | 00.0% | 不變 |
| Accel Wealth Management | 73,416 | $58.9 萬 | 0.20% | +346+0.5% | 加碼 |
| Wedbush Securities Inc | 73,289 | $58.8 萬 | 0.02% | −2,898−3.8% | 減碼 |
| Mission Hills Financial Advisory, LLC | 73,305 | $58.8 萬 | 0.36% | +58,320+389.2% | 加碼 |
| Level Four Advisory Services, LLC | 72,055 | $57.8 萬 | 0.02% | +169+0.2% | 加碼 |
| RVW Wealth, LLC | 70,922 | $56.9 萬 | 0.05% | 00.0% | 不變 |
| Anchor Capital Management Group Inc | 70,000 | $56.1 萬 | 0.26% | 00.0% | 不變 |
| Abel Hall, LLC | 70,000 | $56.1 萬 | 0.26% | +60,000+600.0% | 加碼 |
| Rothschild Investment LLC | 69,400 | $55.7 萬 | 0.03% | −358,119−83.8% | 減碼 |
| Stolper Co | 69,231 | $55.5 萬 | 0.18% | +2,584+3.9% | 加碼 |
| Centurion Wealth Management LLC | 68,529 | $55.0 萬 | 0.16% | −849−1.2% | 減碼 |
| Principal Securities, Inc. | 64,370 | $51.6 萬 | 0.01% | −6,771−9.5% | 減碼 |
| Rockefeller Capital Management L.P. | 62,643 | $50.2 萬 | 0.00% | +62,643 | 新進 |
| International Assets Investment Management, LLC | 61,919 | $49.7 萬 | 0.04% | +10,694+20.9% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 58,444 | $46.9 萬 | 0.06% | 00.0% | 不變 |
| Umb Bank N A | 55,993 | $44.9 萬 | 0.01% | 00.0% | 不變 |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $44.3 萬 | 0.14% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 54,700 | $44.2 萬 | 0.16% | +1,700+3.2% | 加碼 |
| Ameritas Advisory Services, LLC | 54,151 | $43.4 萬 | 0.02% | +3,975+7.9% | 加碼 |
| StoneX Group Inc. | 53,114 | $42.9 萬 | 0.02% | +2,334+4.6% | 加碼 |
| Gridiron Partners, LLC | 52,969 | $42.5 萬 | 0.26% | 00.0% | 不變 |
| Prospera Financial Services Inc | 51,542 | $41.3 萬 | 0.01% | +4,558+9.7% | 加碼 |
| Live Oak Private Wealth LLC | 51,460 | $41.3 萬 | 0.06% | 00.0% | 不變 |
| Harbour Investments, Inc. | 51,076 | $41.0 萬 | 0.01% | 00.0% | 不變 |
| Comerica Bank | 50,420 | $40.4 萬 | 0.00% | −9,897−16.4% | 減碼 |
| Tectonic Advisors LLC | 50,000 | $40.1 萬 | 0.02% | 00.0% | 不變 |
| National Asset Management, Inc. | 49,977 | $40.1 萬 | 0.02% | −17,314−25.7% | 減碼 |
| Northwestern Mutual Wealth Management Co | 49,682 | $39.8 萬 | 0.00% | −1,414−2.8% | 減碼 |