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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 58,714 | $48.1 萬 | 0.01% | −5,656−8.8% | 減碼 |
| Ameritas Advisory Services, LLC | 57,800 | $47.4 萬 | 0.03% | +3,649+6.7% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 58,444 | $47.3 萬 | 0.06% | 00.0% | 不變 |
| MML Investors Services, LLC | 56,993 | $46.7 萬 | 0.00% | +27,837+95.5% | 加碼 |
| Kestra Private Wealth Services, LLC | 56,248 | $46.1 萬 | 0.01% | +18,374+48.5% | 加碼 |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $45.3 萬 | 0.15% | 00.0% | 不變 |
| Gridiron Partners, LLC | 1,661,104 | $43.4 萬 | 0.25% | +1,608,135+3,036.0% | 加碼 |
| National Asset Management, Inc. | 52,930 | $43.4 萬 | 0.02% | +2,953+5.9% | 加碼 |
| Tectonic Advisors LLC | 50,000 | $41.0 萬 | 0.02% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 49,216 | $40.4 萬 | 0.01% | +14,685+42.5% | 加碼 |
| One Wealth Capital Management, LLC | 49,025 | $40.2 萬 | 0.18% | +1,060+2.2% | 加碼 |
| Wetherby Asset Management Inc | 48,995 | $40.2 萬 | 0.02% | +12,000+32.4% | 加碼 |
| D.A. Davidson & Co. | 46,757 | $38.3 萬 | 0.00% | +26,299+128.6% | 加碼 |
| NWF Advisory Services Inc. | 46,618 | $38.2 萬 | 0.04% | +2,998+6.9% | 加碼 |
| Carson Advisory Inc. | 45,861 | $37.6 萬 | 0.20% | 00.0% | 不變 |
| Investmark Advisory Group LLC | 45,253 | $37.1 萬 | 0.16% | +1,565+3.6% | 加碼 |
| Operose Advisors LLC | 44,465 | $36.5 萬 | 0.09% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 43,107 | $35.3 萬 | 0.00% | +31,960+286.7% | 加碼 |
| Smith Chas P & Associates Pa Cpas | 42,500 | $34.9 萬 | 0.03% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 41,659 | $34.2 萬 | 0.00% | −8,023−16.1% | 減碼 |
| Sage Capital Advisors,llc | 41,179 | $33.8 萬 | 0.08% | −810−1.9% | 減碼 |
| Portfolio Strategies, Inc. | 40,638 | $33.3 萬 | 0.04% | +40,638 | 新進 |
| Quantinno Capital Management LP | 37,938 | $31.1 萬 | 0.00% | +26,986+246.4% | 加碼 |
| Onyx Financial Advisors, LLC | 37,848 | $31.0 萬 | 0.14% | 00.0% | 不變 |
| Kingswood Wealth Advisors, LLC | 36,400 | $29.8 萬 | 0.02% | +36,400 | 新進 |
| IFG Advisory, LLC | 35,685 | $29.3 萬 | 0.01% | +696+2.0% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 34,608 | $28.4 萬 | 0.04% | +1,969+6.0% | 加碼 |
| Elevate Capital Advisors, LLC | 34,582 | $28.4 萬 | 0.20% | +18,891+120.4% | 加碼 |
| Daymark Wealth Partners, LLC | 34,405 | $28.2 萬 | 0.01% | +34,405 | 新進 |
| Baird Financial Group, Inc. | 33,596 | $27.5 萬 | 0.00% | +16,240+93.6% | 加碼 |
| IHT Wealth Management, LLC | 33,553 | $27.5 萬 | 0.01% | +33,553 | 新進 |
| Oppenheimer & Co Inc | 33,231 | $27.2 萬 | 0.00% | −3,227−8.9% | 減碼 |
| RSM US Wealth Management LLC | 31,975 | $26.4 萬 | 0.00% | −2,359−6.9% | 減碼 |
| Uptown Financial Advisors LLC | 31,600 | $25.9 萬 | 0.23% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 31,522 | $25.8 萬 | 0.00% | +661+2.1% | 加碼 |
| Private Trust Co NA | 31,148 | $25.5 萬 | 0.02% | 00.0% | 不變 |
| Silver Oak Securities, Inc | 30,993 | $25.4 萬 | 0.02% | +30,993 | 新進 |
| Prairie Wealth Advisors, Inc. | 30,171 | $24.9 萬 | 0.10% | +1,130+3.9% | 加碼 |
| Farther Finance Advisors, LLC | 30,371 | $24.9 萬 | 0.00% | +17,829+142.2% | 加碼 |
| Mount Yale Investment Advisors, LLC | 29,637 | $24.5 萬 | 0.02% | +29,637 | 新進 |
| Fifth Third Bancorp | 29,845 | $24.5 萬 | 0.00% | +28,273+1,798.5% | 加碼 |
| Advisor OS, LLC | 29,623 | $24.3 萬 | 0.02% | +129+0.4% | 加碼 |
| UMA Financial Services, Inc. | 29,367 | $24.1 萬 | 0.03% | +29,367 | 新進 |
| Bank of New York Mellon Corp | 28,037 | $23.0 萬 | 0.00% | −1,544−5.2% | 減碼 |
| SageView Advisory Group, LLC | 27,730 | $22.7 萬 | 0.01% | +13,583+96.0% | 加碼 |
| Concord Wealth Partners | 27,561 | $22.6 萬 | 0.03% | +25,245+1,090.0% | 加碼 |
| Caldwell Sutter Capital, Inc. | 27,144 | $22.3 萬 | 0.10% | 00.0% | 不變 |
| Whittier Trust Co | 27,043 | $22.0 萬 | 0.00% | 00.0% | 不變 |
| Summit Financial, LLC | 26,563 | $21.8 萬 | 0.00% | +159+0.6% | 加碼 |
| Duncker Streett & Co Inc | 26,451 | $21.7 萬 | 0.04% | −988−3.6% | 減碼 |
| Creative Planning | 26,285 | $21.6 萬 | 0.00% | +13,803+110.6% | 加碼 |
| Equitable Holdings, Inc. | 25,746 | $21.1 萬 | 0.00% | +25,746 | 新進 |
| Penbrook Management LLC | 25,710 | $21.1 萬 | 0.15% | 00.0% | 不變 |
| Gill Capital Partners, LLC | 25,622 | $21.0 萬 | 0.06% | +11,130+76.8% | 加碼 |
| Fortitude Advisory Group L.L.C. | 25,561 | $21.0 萬 | 0.11% | 00.0% | 不變 |
| Sigma Planning Corp | 25,413 | $20.8 萬 | 0.01% | +25,413 | 新進 |
| Pathstone Holdings, LLC | 25,000 | $20.5 萬 | 0.00% | 00.0% | 不變 |
| Keybank National Association | 24,921 | $20.4 萬 | 0.00% | 00.0% | 不變 |
| Wagner Wealth Management, LLC | 24,568 | $20.1 萬 | 0.05% | +24,568 | 新進 |
| Catalina Capital Group, LLC | 24,437 | $20.0 萬 | 0.12% | 00.0% | 不變 |
| Park Avenue Securities LLC | 23,945 | $19.6 萬 | 0.00% | −968−3.9% | 減碼 |
| International Private Wealth Advisors LLC | 23,670 | $19.4 萬 | 0.12% | +541+2.3% | 加碼 |
| Berger Financial Group, Inc | 23,635 | $19.4 萬 | 0.01% | −76−0.3% | 減碼 |
| Valley Brook Capital Group | 22,996 | $18.9 萬 | 0.13% | +9,507+70.5% | 加碼 |
| Apollon Wealth Management, LLC | 22,504 | $18.5 萬 | 0.00% | +329+1.5% | 加碼 |
| Sage Capital Management, LLC | 22,500 | $18.4 萬 | 0.08% | +2,000+9.8% | 加碼 |
| Glass Jacobson Investment Advisors llc | 22,462 | $18.4 萬 | 0.07% | 00.0% | 不變 |
| PFG Investments, LLC | 22,193 | $18.2 萬 | 0.01% | +6,244+39.1% | 加碼 |
| Fisher Asset Management, LLC | 22,129 | $18.1 萬 | 0.00% | +7,555+51.8% | 加碼 |
| Tyche Wealth Partners LLC | 22,075 | $18.1 萬 | 0.03% | +6,349+40.4% | 加碼 |
| Merit Financial Group, LLC | 21,998 | $18.0 萬 | 0.00% | −3,748−14.6% | 減碼 |
| Burney Co | 21,710 | $17.8 萬 | 0.01% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 21,584 | $17.7 萬 | 0.06% | +370+1.7% | 加碼 |
| Allworth Financial LP | 21,564 | $17.7 萬 | 0.00% | +3,903+22.1% | 加碼 |
| Wesbanco Bank Inc | 21,511 | $17.6 萬 | 0.00% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 21,424 | $17.6 萬 | 0.01% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 20,716 | $17.0 萬 | 0.03% | +7,508+56.8% | 加碼 |
| Kingstone Capital Partners Texas, LLC | 20,412 | $16.7 萬 | 0.10% | +594+3.0% | 加碼 |
| Waterfront Wealth Inc. | 20,662 | $16.7 萬 | 0.03% | +872+4.4% | 加碼 |
| TCG Advisory Services, LLC | 20,318 | $16.7 萬 | 0.01% | −16,456−44.7% | 減碼 |
| TSFG, LLC | 20,222 | $16.6 萬 | 0.03% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 19,926 | $16.3 萬 | 0.00% | +19,926 | 新進 |
| WealthTrust Axiom LLC | 19,879 | $16.3 萬 | 0.04% | 00.0% | 不變 |
| Concorde Asset Management, LLC | 19,832 | $16.3 萬 | 0.07% | +19,832 | 新進 |
| Jacobi Capital Management LLC | 19,175 | $15.7 萬 | 0.01% | +2,475+14.8% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 18,991 | $15.6 萬 | 0.01% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 18,755 | $15.5 萬 | 0.00% | +456+2.5% | 加碼 |
| Zacks Investment Management | 18,443 | $15.1 萬 | 0.00% | +18,443 | 新進 |
| RFG Advisory, LLC | 18,422 | $15.1 萬 | 0.00% | +18,422 | 新進 |
| U.S. Capital Wealth Advisors, LLC | 18,352 | $15.0 萬 | 0.00% | +3,750+25.7% | 加碼 |
| Pensionmark Financial Group, LLC | 18,326 | $15.0 萬 | 0.00% | +18,326 | 新進 |
| Ameriflex Group, Inc. | 18,032 | $14.8 萬 | 0.06% | +9,016+100.0% | 加碼 |
| Shufro Rose & Co LLC | 18,373 | $14.6 萬 | 0.01% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 17,338 | $14.2 萬 | 0.00% | +421+2.5% | 加碼 |
| Alpha Cubed Investments, LLC | 16,776 | $13.8 萬 | 0.00% | +877+5.5% | 加碼 |
| Huntleigh Advisors, Inc. | 16,720 | $13.7 萬 | 0.02% | +16,720 | 新進 |
| Ausdal Financial Partners, Inc. | 16,673 | $13.7 萬 | 0.01% | −2,776−14.3% | 減碼 |
| EverSource Wealth Advisors, LLC | 16,645 | $13.6 萬 | 0.01% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 16,485 | $13.6 萬 | 0.00% | −6,722−29.0% | 減碼 |
| MKT Advisors LLC | 16,558 | $13.6 萬 | 0.05% | +998+6.4% | 加碼 |