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 4 季 13F 持有人
Nuveen Preferred & Income Opportunities Fund 在 2025/12/31 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
- 330
- 較 2025 年第 3 季 +19 家
- 持有股數
- 6,525 萬
- 較 2025 年第 3 季 −224.2 萬 (−3.3%)
- 總市值
- $5.30 億
- 較 2025 年第 3 季 −$1,060 萬 (−2.0%)
- 新進機構
- 39
- 另有 100 家加碼
- 清倉機構
- 20
- 另有 96 家減碼
另有 3 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 6,918,424 | $5,611 萬 | 0.00% | −526,888−7.1% | 減碼 |
| Bank of America Corp | 4,522,267 | $3,668 萬 | 0.00% | +140,418+3.2% | 加碼 |
| Wells Fargo & Company | 4,403,045 | $3,571 萬 | 0.01% | −92,485−2.1% | 減碼 |
| UBS Group AG | 4,314,973 | $3,499 萬 | 0.01% | +130,250+3.1% | 加碼 |
| Raymond James Financial Inc | 3,823,922 | $3,101 萬 | 0.01% | +344,530+9.9% | 加碼 |
| Invesco Ltd. | 3,151,446 | $2,556 萬 | 0.00% | +130,564+4.3% | 加碼 |
| LPL Financial LLC | 2,252,995 | $1,827 萬 | 0.00% | +17,976+0.8% | 加碼 |
| Guggenheim Capital LLC | 1,896,826 | $1,538 萬 | 0.11% | −8,370−0.4% | 減碼 |
| Commonwealth Equity Services, LLC | 1,235,664 | $1,002 萬 | 0.01% | −638,253−34.1% | 減碼 |
| Captrust Financial Advisors | 1,211,339 | $982.4 萬 | 0.02% | +43,990+3.8% | 加碼 |
| Advisor Group Holdings, Inc. | 1,190,306 | $965.3 萬 | 0.01% | −16,867−1.4% | 減碼 |
| Royal Bank of Canada | 1,130,474 | $916.9 萬 | 0.00% | +15,095+1.4% | 加碼 |
| Janney Montgomery Scott LLC | 1,115,920 | $905.0 萬 | 0.02% | +9,282+0.8% | 加碼 |
| Cerity Partners LLC | 1,025,620 | $831.8 萬 | 0.01% | +27,078+2.7% | 加碼 |
| Greatmark Investment Partners, Inc. | 1,002,592 | $813.1 萬 | 0.96% | −4,313−0.4% | 減碼 |
| We Are One Seven, LLC | 961,953 | $780.1 萬 | 0.16% | −36,746−3.7% | 減碼 |
| Smith Asset Management Co., LLC | 926,024 | $751.0 萬 | 6.20% | −18,110−1.9% | 減碼 |
| Penserra Capital Management LLC | 922,135 | $747.8 萬 | 0.09% | +85,390+10.2% | 加碼 |
| Advisors Asset Management, Inc. | 818,097 | $663.5 萬 | 0.11% | −200,409−19.7% | 減碼 |
| Truist Financial Corp | 787,910 | $639.0 萬 | 0.01% | −240,219−23.4% | 減碼 |
| Cohen & Steers, Inc. | 785,251 | $636.8 萬 | 0.01% | 00.0% | 不變 |
| Ameriprise Financial Inc | 757,993 | $614.7 萬 | 0.00% | −2,942−0.4% | 減碼 |
| Cetera Investment Advisers | 733,307 | $594.7 萬 | 0.01% | +112,236+18.1% | 加碼 |
| Kestra Advisory Services, LLC | 657,118 | $532.9 萬 | 0.02% | +237,977+56.8% | 加碼 |
| Chicago Partners Investment Group LLC | 536,132 | $436.4 萬 | 0.11% | +3,629+0.7% | 加碼 |
| Moors & Cabot, Inc. | 536,942 | $435.5 萬 | 0.19% | −1,046−0.2% | 減碼 |
| Fca Corp | 515,677 | $418.2 萬 | 1.18% | +42,116+8.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 502,224 | $407.3 萬 | 0.05% | −7,628−1.5% | 減碼 |
| Stifel Financial Corp | 480,149 | $389.4 萬 | 0.00% | +12,521+2.7% | 加碼 |
| Lido Advisors, LLC | 454,537 | $375.4 萬 | 0.01% | 00.0% | 不變 |
| Protective Life Corp | 440,000 | $356.8 萬 | 100.00% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 437,632 | $354.9 萬 | 0.00% | −139,797−24.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 423,675 | $343.6 萬 | 0.01% | −32,955−7.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 373,908 | $303.2 萬 | 0.10% | −137,394−26.9% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 353,598 | $288.5 萬 | 0.00% | +47,581+15.5% | 加碼 |
| Campbell Capital Management Inc | 348,264 | $282.4 萬 | 0.96% | −4,152−1.2% | 減碼 |
| Fiera Capital Corp | 346,849 | $281.3 萬 | 0.01% | +70,282+25.4% | 加碼 |
| GWM Advisors LLC | 340,448 | $276.1 萬 | 0.01% | +10,745+3.3% | 加碼 |
| Sanctuary Advisors, LLC | 336,817 | $273.2 萬 | 0.01% | +23,080+7.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 326,921 | $265.1 萬 | 0.01% | +68,053+26.3% | 加碼 |
| Jane Street Group, LLC | 318,905 | $258.6 萬 | 0.00% | +203,579+176.5% | 加碼 |
| Capital Investment Advisors, LLC | 314,730 | $255.2 萬 | 0.04% | −21,441−6.4% | 減碼 |
| Prelude Capital Management, LLC | 300,000 | $243.3 萬 | 0.18% | 00.0% | 不變 |
| Ibex Wealth Advisors | 292,799 | $237.5 萬 | 0.23% | −23,288−7.4% | 減碼 |
| Wealth Advisory Solutions, LLC | 274,024 | $222.2 萬 | 0.52% | −358−0.1% | 減碼 |
| MSH Capital Advisors LLC | 258,815 | $209.9 萬 | 0.45% | +5,049+2.0% | 加碼 |
| Davenport & Co LLC | 246,620 | $200.0 萬 | 0.01% | −3,803−1.5% | 減碼 |
| First Trust Advisors LP | 237,856 | $192.9 萬 | 0.00% | +952+0.4% | 加碼 |
| CoreCap Advisors, LLC | 222,344 | $180.3 萬 | 0.06% | −8,668−3.8% | 減碼 |
| J.W. Cole Advisors, Inc. | 209,431 | $169.2 萬 | 0.04% | +90,513+76.1% | 加碼 |
| Wealthspire Advisors, LLC | 202,186 | $164.0 萬 | 0.01% | −24,300−10.7% | 減碼 |
| Geneos Wealth Management Inc. | 196,865 | $159.7 萬 | 0.04% | +1,509+0.8% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 189,627 | $153.8 萬 | 0.01% | +48,473+34.3% | 加碼 |
| Wright Wealth LLC | 172,985 | $140.3 萬 | 0.91% | +172,985 | 新進 |
| Thrivent Financial for Lutherans | 161,712 | $131.2 萬 | 0.00% | 00.0% | 不變 |
| Umb Bank N A | 158,854 | $128.8 萬 | 0.02% | +86,362+119.1% | 加碼 |
| E&G Advisors, LP | 158,245 | $128.2 萬 | 0.29% | −8,991−5.4% | 減碼 |
| Sowell Financial Services LLC | 154,997 | $125.7 萬 | 0.05% | −280−0.2% | 減碼 |
| Thoma Capital Management LLC | 154,498 | $125.3 萬 | 0.72% | −279,073−64.4% | 減碼 |
| Private Advisor Group, LLC | 150,238 | $121.8 萬 | 0.01% | −5,865−3.8% | 減碼 |
| HighTower Advisors, LLC | 146,735 | $119.0 萬 | 0.00% | +16,676+12.8% | 加碼 |
| Cary Street Partners Financial LLC | 130,528 | $105.9 萬 | 0.03% | +3,500+2.8% | 加碼 |
| Wealthcare Advisory Partners LLC | 123,451 | $100.1 萬 | 0.02% | +10,730+9.5% | 加碼 |
| Samalin Investment Counsel, LLC | 118,931 | $96.5 萬 | 0.34% | −1,438−1.2% | 減碼 |
| Wedbush Securities Inc | 111,354 | $90.3 萬 | 0.03% | −7,861−6.6% | 減碼 |
| Advisory Services Network, LLC | 109,682 | $89.0 萬 | 0.01% | +212+0.2% | 加碼 |
| Cornerstone Advisory, LLC | 104,883 | $85.1 萬 | 0.08% | −27,435−20.7% | 減碼 |
| AlphaCore Capital LLC | 101,834 | $82.6 萬 | 0.02% | −5,032−4.7% | 減碼 |
| Palogic Value Management, L.P. | 100,564 | $81.6 萬 | 0.35% | +247+0.2% | 加碼 |
| Pensionmark Financial Group, LLC | 100,323 | $81.4 萬 | 0.01% | +81,997+447.4% | 加碼 |
| Diversify Wealth Management, LLC | 98,358 | $80.4 萬 | 0.04% | −8,523−8.0% | 減碼 |
| Integrated Wealth Concepts LLC | 97,432 | $79.0 萬 | 0.01% | +54,325+126.0% | 加碼 |
| Melfa Wealth Management, LLC | 97,108 | $78.8 萬 | 0.45% | −122−0.1% | 減碼 |
| Harbour Investments, Inc. | 96,870 | $78.6 萬 | 0.02% | +16,004+19.8% | 加碼 |
| Kestra Private Wealth Services, LLC | 95,424 | $77.4 萬 | 0.01% | +39,176+69.6% | 加碼 |
| Independent Financial Group, LLC | 93,673 | $76.0 萬 | 0.02% | +6,992+8.1% | 加碼 |
| Triumph Capital Management | 90,506 | $73.4 萬 | 0.16% | +3,473+4.0% | 加碼 |
| Spire Wealth Management | 88,269 | $71.6 萬 | 0.02% | −1,494−1.7% | 減碼 |
| Mission Hills Financial Advisory, LLC | 86,884 | $70.5 萬 | 0.37% | +13,579+18.5% | 加碼 |
| Marino, Stram & Associates LLC | 86,571 | $70.2 萬 | 0.13% | 00.0% | 不變 |
| Mariner, LLC | 85,794 | $69.6 萬 | 0.00% | +3,283+4.0% | 加碼 |
| Shulman DeMeo Asset Management LLC | 85,354 | $69.2 萬 | 0.16% | −3,700−4.2% | 減碼 |
| Level Four Advisory Services, LLC | 83,682 | $67.9 萬 | 0.02% | +9,692+13.1% | 加碼 |
| StoneX Group Inc. | 77,525 | $62.9 萬 | 0.03% | −5,305−6.4% | 減碼 |
| Bramshill Investments, LLC | 75,805 | $61.5 萬 | 0.03% | +519+0.7% | 加碼 |
| RMB Capital Management, LLC | 75,613 | $61.3 萬 | 0.01% | 00.0% | 不變 |
| RVW Wealth, LLC | 70,922 | $57.5 萬 | 0.04% | 00.0% | 不變 |
| Anchor Capital Management Group Inc | 70,000 | $57.4 萬 | 0.29% | 00.0% | 不變 |
| Abel Hall, LLC | 70,000 | $56.8 萬 | 0.13% | 00.0% | 不變 |
| Accel Wealth Management | 68,329 | $55.4 萬 | 0.15% | −2,336−3.3% | 減碼 |
| Centurion Wealth Management LLC | 67,748 | $54.9 萬 | 0.12% | −302−0.4% | 減碼 |
| Principal Securities, Inc. | 67,631 | $54.8 萬 | 0.01% | +8,917+15.2% | 加碼 |
| Prospera Financial Services Inc | 67,421 | $54.7 萬 | 0.01% | −1,648−2.4% | 減碼 |
| Rothschild Investment LLC | 66,236 | $53.7 萬 | 0.03% | −2,274−3.3% | 減碼 |
| Live Oak Private Wealth LLC | 65,572 | $53.2 萬 | 0.07% | 00.0% | 不變 |
| Comerica Bank | 63,701 | $51.7 萬 | 0.00% | −948−1.5% | 減碼 |
| Investors Asset Management of Georgia Inc | 63,250 | $51.3 萬 | 0.21% | +2,000+3.3% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 58,444 | $47.4 萬 | 0.05% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 56,922 | $46.2 萬 | 0.03% | −4,997−8.1% | 減碼 |
| Capital Advisors Inc | 55,837 | $45.3 萬 | 0.01% | +55,837 | 新進 |