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 3 季 13F 持有人
Nuveen Preferred & Income Opportunities Fund 在 2025/9/30 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
- 314
- 較 2025 年第 2 季 +29 家
- 持有股數
- 6,756 萬
- 較 2025 年第 2 季 +875.6 萬 (+14.9%)
- 總市值
- $5.41 億
- 較 2025 年第 2 季 +$6,901 萬 (+14.6%)
- 新進機構
- 45
- 另有 120 家加碼
- 清倉機構
- 16
- 另有 58 家減碼
另有 4 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 7,445,312 | $6,105 萬 | 0.00% | +558,323+8.1% | 加碼 |
| Wells Fargo & Company | 4,495,530 | $3,686 萬 | 0.01% | +734,134+19.5% | 加碼 |
| Bank of America Corp | 4,381,849 | $3,593 萬 | 0.00% | +180,630+4.3% | 加碼 |
| UBS Group AG | 4,184,723 | $3,431 萬 | 0.01% | −13,812−0.3% | 減碼 |
| Raymond James Financial Inc | 3,479,392 | $2,853 萬 | 0.01% | +23,075+0.7% | 加碼 |
| Invesco Ltd. | 3,020,882 | $2,477 萬 | 0.00% | +69,226+2.3% | 加碼 |
| LPL Financial LLC | 2,235,019 | $1,833 萬 | 0.01% | +336,796+17.7% | 加碼 |
| Guggenheim Capital LLC | 1,905,196 | $1,562 萬 | 0.12% | +249,438+15.1% | 加碼 |
| Commonwealth Equity Services, LLC | 1,873,917 | $1,537 萬 | 0.02% | −492,672−20.8% | 減碼 |
| Advisor Group Holdings, Inc. | 1,207,173 | $977.1 萬 | 0.01% | +70,015+6.2% | 加碼 |
| Captrust Financial Advisors | 1,167,349 | $957.2 萬 | 0.02% | +74,691+6.8% | 加碼 |
| Royal Bank of Canada | 1,115,379 | $914.6 萬 | 0.00% | +315,411+39.4% | 加碼 |
| Janney Montgomery Scott LLC | 1,106,638 | $907.4 萬 | 0.02% | +535,121+93.6% | 加碼 |
| Truist Financial Corp | 1,028,129 | $843.1 萬 | 0.01% | +529,273+106.1% | 加碼 |
| Advisors Asset Management, Inc. | 1,018,506 | $835.2 萬 | 0.14% | −17,776−1.7% | 減碼 |
| Greatmark Investment Partners, Inc. | 1,006,905 | $825.7 萬 | 0.99% | −4,810−0.5% | 減碼 |
| We Are One Seven, LLC | 998,699 | $818.9 萬 | 0.19% | +998,699 | 新進 |
| Cerity Partners LLC | 998,542 | $818.8 萬 | 0.01% | +30,433+3.1% | 加碼 |
| Smith Asset Management Co., LLC | 944,134 | $774.2 萬 | 6.59% | +591,082+167.4% | 加碼 |
| Penserra Capital Management LLC | 836,745 | $686.1 萬 | 0.08% | +143,140+20.6% | 加碼 |
| Cohen & Steers, Inc. | 785,251 | $643.9 萬 | 0.01% | 00.0% | 不變 |
| Ameriprise Financial Inc | 760,935 | $624.0 萬 | 0.00% | +149,547+24.5% | 加碼 |
| Cetera Investment Advisers | 621,071 | $509.3 萬 | 0.01% | +150,548+32.0% | 加碼 |
| Envestnet Asset Management Inc | 577,429 | $473.5 萬 | 0.00% | +268,939+87.2% | 加碼 |
| Moors & Cabot, Inc. | 537,988 | $441.2 萬 | 0.19% | −27,400−4.8% | 減碼 |
| Sit Investment Associates Inc | 529,686 | $434.3 萬 | 0.09% | −666,455−55.7% | 減碼 |
| Chicago Partners Investment Group LLC | 532,503 | $434.0 萬 | 0.11% | +184,813+53.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 511,302 | $419.3 萬 | 0.15% | −59,214−10.4% | 減碼 |
| Stratos Wealth Partners, LTD. | 509,852 | $418.1 萬 | 0.05% | −1,990−0.4% | 減碼 |
| Fca Corp | 473,561 | $388.3 萬 | 1.08% | +18,957+4.2% | 加碼 |
| Stifel Financial Corp | 467,628 | $383.5 萬 | 0.00% | −130,861−21.9% | 減碼 |
| Lido Advisors, LLC | 454,537 | $375.4 萬 | 0.02% | +56,473+14.2% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 456,630 | $374.4 萬 | 0.01% | −14,483−3.1% | 減碼 |
| Protective Life Corp | 440,000 | $360.8 萬 | 100.00% | 00.0% | 不變 |
| Thoma Capital Management LLC | 433,571 | $355.5 萬 | 2.04% | −12,519−2.8% | 減碼 |
| Kestra Advisory Services, LLC | 419,141 | $343.7 萬 | 0.02% | +260,002+163.4% | 加碼 |
| Campbell Capital Management Inc | 352,416 | $289.0 萬 | 1.11% | −28,622−7.5% | 減碼 |
| Capital Investment Advisors, LLC | 336,171 | $275.7 萬 | 0.05% | −3,044−0.9% | 減碼 |
| GWM Advisors LLC | 329,703 | $270.4 萬 | 0.01% | +51,183+18.4% | 加碼 |
| Ibex Wealth Advisors | 316,087 | $259.2 萬 | 0.25% | +1,268+0.4% | 加碼 |
| Sanctuary Advisors, LLC | 313,737 | $257.3 萬 | 0.01% | +93,956+42.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 306,017 | $250.6 萬 | 0.00% | +85,290+38.6% | 加碼 |
| Prelude Capital Management, LLC | 300,000 | $246.0 萬 | 0.19% | 00.0% | 不變 |
| Fiera Capital Corp | 276,567 | $226.8 萬 | 0.01% | +7,258+2.7% | 加碼 |
| Wealth Advisory Solutions, LLC | 274,382 | $225.0 萬 | 0.55% | −250−0.1% | 減碼 |
| Steward Partners Investment Advisory, LLC | 258,868 | $212.3 萬 | 0.01% | +85,971+49.7% | 加碼 |
| MSH Capital Advisors LLC | 253,766 | $208.1 萬 | 0.56% | +33,313+15.1% | 加碼 |
| Davenport & Co LLC | 250,423 | $205.3 萬 | 0.01% | +1,709+0.7% | 加碼 |
| First Trust Advisors LP | 236,904 | $194.3 萬 | 0.00% | −44,983−16.0% | 減碼 |
| CoreCap Advisors, LLC | 231,012 | $189.4 萬 | 0.07% | −6,772−2.8% | 減碼 |
| Wealthspire Advisors, LLC | 226,486 | $185.7 萬 | 0.01% | +33,441+17.3% | 加碼 |
| Geneos Wealth Management Inc. | 195,356 | $160.2 萬 | 0.04% | −12,899−6.2% | 減碼 |
| Readystate Asset Management LP | 179,162 | $146.9 萬 | 0.07% | +91,138+103.5% | 加碼 |
| E&G Advisors, LP | 167,236 | $137.0 萬 | 0.32% | +76,686+84.7% | 加碼 |
| Thrivent Financial for Lutherans | 161,712 | $132.6 萬 | 0.00% | 00.0% | 不變 |
| Private Advisor Group, LLC | 156,103 | $128.0 萬 | 0.01% | +10,547+7.2% | 加碼 |
| Sowell Financial Services LLC | 155,277 | $127.3 萬 | 0.05% | +155,277 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 141,154 | $115.7 萬 | 0.01% | −1,092−0.8% | 減碼 |
| Cornerstone Advisory, LLC | 132,318 | $108.5 萬 | 0.11% | +132,318 | 新進 |
| HighTower Advisors, LLC | 130,059 | $106.6 萬 | 0.00% | +981+0.8% | 加碼 |
| Cary Street Partners Financial LLC | 127,028 | $104.2 萬 | 0.03% | +24,666+24.1% | 加碼 |
| Samalin Investment Counsel, LLC | 120,369 | $98.7 萬 | 0.34% | +5,547+4.8% | 加碼 |
| Wedbush Securities Inc | 119,215 | $97.8 萬 | 0.03% | +45,926+62.7% | 加碼 |
| J.W. Cole Advisors, Inc. | 118,918 | $97.5 萬 | 0.02% | +91,812+338.7% | 加碼 |
| Jane Street Group, LLC | 115,326 | $94.6 萬 | 0.00% | +68,011+143.7% | 加碼 |
| Wealthcare Advisory Partners LLC | 112,721 | $92.4 萬 | 0.02% | +35,178+45.4% | 加碼 |
| Citadel Advisors LLC | 111,662 | $91.6 萬 | 0.00% | +111,662 | 新進 |
| Advisory Services Network, LLC | 109,470 | $89.8 萬 | 0.01% | +740+0.7% | 加碼 |
| AlphaCore Capital LLC | 106,866 | $88.3 萬 | 0.03% | +3,907+3.8% | 加碼 |
| Diversify Wealth Management, LLC | 106,881 | $87.2 萬 | 0.05% | +33,881+46.4% | 加碼 |
| Palogic Value Management, L.P. | 100,317 | $82.3 萬 | 0.35% | 00.0% | 不變 |
| Melfa Wealth Management, LLC | 97,230 | $79.7 萬 | 0.47% | 00.0% | 不變 |
| Spire Wealth Management | 89,763 | $73.6 萬 | 0.03% | −2,906−3.1% | 減碼 |
| Shulman DeMeo Asset Management LLC | 89,054 | $73.0 萬 | 0.17% | −417−0.5% | 減碼 |
| Triumph Capital Management | 87,033 | $71.4 萬 | 0.19% | −23,941−21.6% | 減碼 |
| Independent Financial Group, LLC | 86,681 | $71.1 萬 | 0.02% | +7,246+9.1% | 加碼 |
| Marino, Stram & Associates LLC | 86,571 | $71.0 萬 | 0.13% | 00.0% | 不變 |
| Virtu Financial LLC | 85,144 | $69.8 萬 | 0.04% | +85,144 | 新進 |
| StoneX Group Inc. | 82,830 | $68.5 萬 | 0.03% | +29,716+55.9% | 加碼 |
| Mariner, LLC | 82,511 | $67.7 萬 | 0.00% | −6,570−7.4% | 減碼 |
| Harbour Investments, Inc. | 80,866 | $66.3 萬 | 0.02% | +29,790+58.3% | 加碼 |
| RMB Capital Management, LLC | 75,613 | $62.3 萬 | 0.01% | +38,797+105.4% | 加碼 |
| Bramshill Investments, LLC | 75,286 | $61.7 萬 | 0.04% | −12,629−14.4% | 減碼 |
| Level Four Advisory Services, LLC | 73,990 | $60.7 萬 | 0.02% | +1,935+2.7% | 加碼 |
| Mission Hills Financial Advisory, LLC | 73,305 | $60.1 萬 | 0.32% | 00.0% | 不變 |
| Umb Bank N A | 72,492 | $59.4 萬 | 0.01% | +16,499+29.5% | 加碼 |
| Cottage Street Advisors LLC | 71,890 | $58.9 萬 | 0.25% | +71,890 | 新進 |
| RVW Wealth, LLC | 70,922 | $58.2 萬 | 0.05% | 00.0% | 不變 |
| Accel Wealth Management | 70,665 | $57.9 萬 | 0.17% | −2,751−3.7% | 減碼 |
| Anchor Capital Management Group Inc | 70,000 | $57.4 萬 | 0.29% | 00.0% | 不變 |
| Abel Hall, LLC | 70,000 | $57.4 萬 | 0.23% | 00.0% | 不變 |
| Everstar Asset Management, LLC | 69,074 | $56.6 萬 | 0.32% | +69,074 | 新進 |
| Prospera Financial Services Inc | 69,069 | $56.6 萬 | 0.01% | +17,527+34.0% | 加碼 |
| Rothschild Investment LLC | 68,510 | $56.2 萬 | 0.03% | −890−1.3% | 減碼 |
| Centurion Wealth Management LLC | 68,050 | $55.8 萬 | 0.13% | −479−0.7% | 減碼 |
| Live Oak Private Wealth LLC | 65,572 | $53.8 萬 | 0.07% | +14,112+27.4% | 加碼 |
| Comerica Bank | 64,649 | $53.0 萬 | 0.00% | +14,229+28.2% | 加碼 |
| Rockefeller Capital Management L.P. | 62,439 | $51.2 萬 | 0.00% | −204−0.3% | 減碼 |
| Investors Asset Management of Georgia Inc | 61,250 | $50.2 萬 | 0.21% | +13,500+28.3% | 加碼 |
| International Assets Investment Management, LLC | 61,919 | $50.1 萬 | 0.04% | 00.0% | 不變 |