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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 3 季與 2025 年第 2 季比較

持有 Nuveen Preferred & Income Opportunities Fund 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

JPC 的 13F 持有人:2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數2894314+29
股數5,887 萬6.71 萬6,756 萬+875.6 萬 (+14.9%)
市值$4.72 億$54.0 萬$5.41 億+$6,901 萬 (+14.6%)

4 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(45 家)

2025 年第 3 季季末持有 Nuveen Preferred & Income Opportunities Fund、2025 年第 2 季季末沒有持有的機構。

2025 年第 3 季新進 JPC 的機構
機構股數市值佔組合 %
We Are One Seven, LLC998,699$818.9 萬0.19%
Sowell Financial Services LLC155,277$127.3 萬0.05%
Cornerstone Advisory, LLC132,318$108.5 萬0.11%
Citadel Advisors LLC111,662$91.6 萬0.00%
Virtu Financial LLC85,144$69.8 萬0.04%
Cottage Street Advisors LLC71,890$58.9 萬0.25%
Everstar Asset Management, LLC69,074$56.6 萬0.32%
Portfolio Strategies, Inc.40,638$33.3 萬0.04%
Kingswood Wealth Advisors, LLC36,400$29.8 萬0.02%
Daymark Wealth Partners, LLC34,405$28.2 萬0.01%
IHT Wealth Management, LLC33,553$27.5 萬0.01%
Silver Oak Securities, Inc30,993$25.4 萬0.02%
Mount Yale Investment Advisors, LLC29,637$24.5 萬0.02%
UMA Financial Services, Inc.29,367$24.1 萬0.03%
Equitable Holdings, Inc.25,746$21.1 萬0.00%
Sigma Planning Corp25,413$20.8 萬0.01%
Wagner Wealth Management, LLC24,568$20.1 萬0.05%
Susquehanna International Group, LLP19,926$16.3 萬0.00%
Concorde Asset Management, LLC19,832$16.3 萬0.07%
Zacks Investment Management18,443$15.1 萬0.00%
RFG Advisory, LLC18,422$15.1 萬0.00%
Pensionmark Financial Group, LLC18,326$15.0 萬0.00%
Huntleigh Advisors, Inc.16,720$13.7 萬0.02%
Royal Fund Management, LLC11,187$13.0 萬0.02%
River Wealth Advisors LLC14,688$12.0 萬0.01%
Ritholtz Wealth Management14,550$11.9 萬0.00%
JB Capital LLC14,011$11.5 萬0.00%
Halbert Hargrove Global Advisors, LLC13,000$10.7 萬0.01%
Capital Investment Advisory Services, LLC12,498$10.2 萬0.01%
Leigh Baldwin & Co., LLC12,429$10.2 萬0.06%
Cahaba Wealth Management, Inc.12,108$9.93 萬0.01%
BankPlus Wealth Management LLC11,507$9.44 萬0.06%
Stock Yards Bank & Trust Co10,904$8.94 萬0.00%
Arkadios Wealth Advisors10,687$8.76 萬0.00%
Harbor Investment Advisory, LLC6,248$5.12 萬0.00%
Financial Consulate, Inc3,749$3.07 萬0.00%
Turim 21 Investimentos Ltda.2,479$2.03 萬0.01%
Aventura Private Wealth, LLC2,000$1.64 萬0.01%
TCTC Holdings, LLC1,999$1.64 萬0.00%
Turning Point Benefit Group, Inc.1,092$8,9870.01%
Sunbelt Securities, Inc.869$7,1260.00%
Atlantic Union Bankshares Corp750$6,1490.00%
Salem Investment Counselors Inc374$3,0670.00%
Highline Wealth Partners LLC300$2,4600.00%
MV Capital Management, Inc.95$7790.00%

清倉機構(16 家)

2025 年第 2 季季末持有 Nuveen Preferred & Income Opportunities Fund、2025 年第 3 季有申報但已經沒有持有的機構。

2025 年第 3 季清倉 JPC 的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Linscomb & Williams, Inc.97,000$77.8 萬
Stolper Co69,231$55.5 萬
Shaker Financial Services, LLC54,700$44.2 萬
XTX Topco Ltd42,539$34.1 萬
PSI Advisors, LLC19,669$15.8 萬
Beacon Capital Management, LLC14,258$11.4 萬
Brookstone Capital Management13,992$11.2 萬
Atomi Financial Group, Inc.12,910$10.4 萬
Northstar Financial Companies, Inc.12,475$10.0 萬
Beacon Pointe Advisors, LLC11,059$8.87 萬
Thurston, Springer, Miller, Herd & Titak, Inc.10,073$8.08 萬
Philip James Wealth Mangement, LLC10,000$8.02 萬
Game Plan Financial Advisors, LLC1,977$1.59 萬
Plante Moran Financial Advisors, LLC1,550$1.24 萬
Annis Gardner Whiting Capital Advisors, LLC654$5,246
Gleason Group, Inc.23$187

尚未申報 2025 年第 3 季的機構(4 家)

2025 年第 2 季季末持有 Nuveen Preferred & Income Opportunities Fund、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 2 季持有 JPC、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Avantax Advisory Services, Inc.43,649$35.0 萬
Atria Wealth Solutions, Inc.20,922$17.0 萬
Oliver Lagore Vanvalin Investment Group2,174$1.73 萬
Financial Gravity Companies, Inc.388$3,112