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 |
|---|---|---|---|---|---|
| Daymark Wealth Partners, LLC | 34,405 | $27.9 萬 | 0.01% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 34,485 | $28.0 萬 | 0.03% | −123−0.4% | 減碼 |
| Mercer Global Advisors Inc | 35,016 | $28.4 萬 | 0.00% | +3,494+11.1% | 加碼 |
| Elevate Capital Advisors, LLC | 35,311 | $28.6 萬 | 0.19% | +729+2.1% | 加碼 |
| D.A. Davidson & Co. | 36,794 | $29.8 萬 | 0.00% | −9,963−21.3% | 減碼 |
| Liberty Wealth Management LLC | 38,295 | $31.1 萬 | 0.04% | +38,295 | 新進 |
| Silver Oak Securities, Inc | 39,363 | $32.0 萬 | 0.02% | +8,370+27.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 40,888 | $33.2 萬 | 0.00% | −771−1.9% | 減碼 |
| Sage Capital Advisors,llc | 42,193 | $34.2 萬 | 0.08% | +1,014+2.5% | 加碼 |
| Ameritas Advisory Services, LLC | 42,211 | $34.2 萬 | 0.01% | −15,589−27.0% | 減碼 |
| Smith Chas P & Associates Pa Cpas | 42,500 | $34.5 萬 | 0.02% | 00.0% | 不變 |
| Savvy Advisors, Inc. | 43,265 | $35.1 萬 | 0.01% | +43,265 | 新進 |
| Operose Advisors LLC | 44,465 | $36.1 萬 | 0.08% | 00.0% | 不變 |
| Carson Advisory Inc. | 45,061 | $36.5 萬 | 0.19% | −800−1.7% | 減碼 |
| Investmark Advisory Group LLC | 45,486 | $36.9 萬 | 0.16% | +233+0.5% | 加碼 |
| NWF Advisory Services Inc. | 46,974 | $38.1 萬 | 0.04% | +356+0.8% | 加碼 |
| One Wealth Capital Management, LLC | 49,025 | $39.8 萬 | 0.17% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 49,570 | $40.2 萬 | 0.00% | +24,570+98.3% | 加碼 |
| Concurrent Investment Advisors, LLC | 49,695 | $40.3 萬 | 0.00% | +479+1.0% | 加碼 |
| Cottage Street Advisors LLC | 49,782 | $40.4 萬 | 0.17% | −22,108−30.8% | 減碼 |
| Tectonic Advisors LLC | 50,000 | $40.5 萬 | 0.02% | 00.0% | 不變 |
| Onyx Financial Advisors, LLC | 50,149 | $40.7 萬 | 0.17% | +12,301+32.5% | 加碼 |
| Terry L. Blaker | 51,643 | $41.9 萬 | 0.02% | +51,643 | 新進 |
| Rockefeller Capital Management L.P. | 52,209 | $42.3 萬 | 0.00% | −10,230−16.4% | 減碼 |
| Global Retirement Partners, LLC | 52,594 | $42.7 萬 | 0.01% | +51,566+5,016.1% | 加碼 |
| Citadel Advisors LLC | 52,811 | $42.8 萬 | 0.00% | −58,851−52.7% | 減碼 |
| National Asset Management, Inc. | 52,930 | $42.9 萬 | 0.02% | 00.0% | 不變 |
| Gridiron Partners, LLC | 52,969 | $43.0 萬 | 0.24% | −1,608,135−96.8% | 減碼 |
| Walled Lake Planning & Wealth Management, LLC | 55,269 | $44.8 萬 | 0.14% | 00.0% | 不變 |
| MML Investors Services, LLC | 55,831 | $45.3 萬 | 0.00% | −1,162−2.0% | 減碼 |
| Capital Advisors Inc | 55,837 | $45.3 萬 | 0.01% | +55,837 | 新進 |
| International Assets Investment Management, LLC | 56,922 | $46.2 萬 | 0.03% | −4,997−8.1% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 58,444 | $47.4 萬 | 0.05% | 00.0% | 不變 |
| Investors Asset Management of Georgia Inc | 63,250 | $51.3 萬 | 0.21% | +2,000+3.3% | 加碼 |
| Comerica Bank | 63,701 | $51.7 萬 | 0.00% | −948−1.5% | 減碼 |
| Live Oak Private Wealth LLC | 65,572 | $53.2 萬 | 0.07% | 00.0% | 不變 |
| Rothschild Investment LLC | 66,236 | $53.7 萬 | 0.03% | −2,274−3.3% | 減碼 |
| Prospera Financial Services Inc | 67,421 | $54.7 萬 | 0.01% | −1,648−2.4% | 減碼 |
| Principal Securities, Inc. | 67,631 | $54.8 萬 | 0.01% | +8,917+15.2% | 加碼 |
| Centurion Wealth Management LLC | 67,748 | $54.9 萬 | 0.12% | −302−0.4% | 減碼 |
| Accel Wealth Management | 68,329 | $55.4 萬 | 0.15% | −2,336−3.3% | 減碼 |
| Abel Hall, LLC | 70,000 | $56.8 萬 | 0.13% | 00.0% | 不變 |
| Anchor Capital Management Group Inc | 70,000 | $57.4 萬 | 0.29% | 00.0% | 不變 |
| RVW Wealth, LLC | 70,922 | $57.5 萬 | 0.04% | 00.0% | 不變 |
| RMB Capital Management, LLC | 75,613 | $61.3 萬 | 0.01% | 00.0% | 不變 |
| Bramshill Investments, LLC | 75,805 | $61.5 萬 | 0.03% | +519+0.7% | 加碼 |
| StoneX Group Inc. | 77,525 | $62.9 萬 | 0.03% | −5,305−6.4% | 減碼 |
| Level Four Advisory Services, LLC | 83,682 | $67.9 萬 | 0.02% | +9,692+13.1% | 加碼 |
| Shulman DeMeo Asset Management LLC | 85,354 | $69.2 萬 | 0.16% | −3,700−4.2% | 減碼 |
| Mariner, LLC | 85,794 | $69.6 萬 | 0.00% | +3,283+4.0% | 加碼 |
| Marino, Stram & Associates LLC | 86,571 | $70.2 萬 | 0.13% | 00.0% | 不變 |
| Mission Hills Financial Advisory, LLC | 86,884 | $70.5 萬 | 0.37% | +13,579+18.5% | 加碼 |
| Spire Wealth Management | 88,269 | $71.6 萬 | 0.02% | −1,494−1.7% | 減碼 |
| Triumph Capital Management | 90,506 | $73.4 萬 | 0.16% | +3,473+4.0% | 加碼 |
| Independent Financial Group, LLC | 93,673 | $76.0 萬 | 0.02% | +6,992+8.1% | 加碼 |
| Kestra Private Wealth Services, LLC | 95,424 | $77.4 萬 | 0.01% | +39,176+69.6% | 加碼 |
| Harbour Investments, Inc. | 96,870 | $78.6 萬 | 0.02% | +16,004+19.8% | 加碼 |
| Melfa Wealth Management, LLC | 97,108 | $78.8 萬 | 0.45% | −122−0.1% | 減碼 |
| Integrated Wealth Concepts LLC | 97,432 | $79.0 萬 | 0.01% | +54,325+126.0% | 加碼 |
| Diversify Wealth Management, LLC | 98,358 | $80.4 萬 | 0.04% | −8,523−8.0% | 減碼 |
| Pensionmark Financial Group, LLC | 100,323 | $81.4 萬 | 0.01% | +81,997+447.4% | 加碼 |
| Palogic Value Management, L.P. | 100,564 | $81.6 萬 | 0.35% | +247+0.2% | 加碼 |
| AlphaCore Capital LLC | 101,834 | $82.6 萬 | 0.02% | −5,032−4.7% | 減碼 |
| Cornerstone Advisory, LLC | 104,883 | $85.1 萬 | 0.08% | −27,435−20.7% | 減碼 |
| Advisory Services Network, LLC | 109,682 | $89.0 萬 | 0.01% | +212+0.2% | 加碼 |
| Wedbush Securities Inc | 111,354 | $90.3 萬 | 0.03% | −7,861−6.6% | 減碼 |
| Samalin Investment Counsel, LLC | 118,931 | $96.5 萬 | 0.34% | −1,438−1.2% | 減碼 |
| Wealthcare Advisory Partners LLC | 123,451 | $100.1 萬 | 0.02% | +10,730+9.5% | 加碼 |
| Cary Street Partners Financial LLC | 130,528 | $105.9 萬 | 0.03% | +3,500+2.8% | 加碼 |
| HighTower Advisors, LLC | 146,735 | $119.0 萬 | 0.00% | +16,676+12.8% | 加碼 |
| Private Advisor Group, LLC | 150,238 | $121.8 萬 | 0.01% | −5,865−3.8% | 減碼 |
| Thoma Capital Management LLC | 154,498 | $125.3 萬 | 0.72% | −279,073−64.4% | 減碼 |
| Sowell Financial Services LLC | 154,997 | $125.7 萬 | 0.05% | −280−0.2% | 減碼 |
| E&G Advisors, LP | 158,245 | $128.2 萬 | 0.29% | −8,991−5.4% | 減碼 |
| Umb Bank N A | 158,854 | $128.8 萬 | 0.02% | +86,362+119.1% | 加碼 |
| Thrivent Financial for Lutherans | 161,712 | $131.2 萬 | 0.00% | 00.0% | 不變 |
| Wright Wealth LLC | 172,985 | $140.3 萬 | 0.91% | +172,985 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 189,627 | $153.8 萬 | 0.01% | +48,473+34.3% | 加碼 |
| Geneos Wealth Management Inc. | 196,865 | $159.7 萬 | 0.04% | +1,509+0.8% | 加碼 |
| Wealthspire Advisors, LLC | 202,186 | $164.0 萬 | 0.01% | −24,300−10.7% | 減碼 |
| J.W. Cole Advisors, Inc. | 209,431 | $169.2 萬 | 0.04% | +90,513+76.1% | 加碼 |
| CoreCap Advisors, LLC | 222,344 | $180.3 萬 | 0.06% | −8,668−3.8% | 減碼 |
| First Trust Advisors LP | 237,856 | $192.9 萬 | 0.00% | +952+0.4% | 加碼 |
| Davenport & Co LLC | 246,620 | $200.0 萬 | 0.01% | −3,803−1.5% | 減碼 |
| MSH Capital Advisors LLC | 258,815 | $209.9 萬 | 0.45% | +5,049+2.0% | 加碼 |
| Wealth Advisory Solutions, LLC | 274,024 | $222.2 萬 | 0.52% | −358−0.1% | 減碼 |
| Ibex Wealth Advisors | 292,799 | $237.5 萬 | 0.23% | −23,288−7.4% | 減碼 |
| Prelude Capital Management, LLC | 300,000 | $243.3 萬 | 0.18% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 314,730 | $255.2 萬 | 0.04% | −21,441−6.4% | 減碼 |
| Jane Street Group, LLC | 318,905 | $258.6 萬 | 0.00% | +203,579+176.5% | 加碼 |
| Steward Partners Investment Advisory, LLC | 326,921 | $265.1 萬 | 0.01% | +68,053+26.3% | 加碼 |
| Sanctuary Advisors, LLC | 336,817 | $273.2 萬 | 0.01% | +23,080+7.4% | 加碼 |
| GWM Advisors LLC | 340,448 | $276.1 萬 | 0.01% | +10,745+3.3% | 加碼 |
| Fiera Capital Corp | 346,849 | $281.3 萬 | 0.01% | +70,282+25.4% | 加碼 |
| Campbell Capital Management Inc | 348,264 | $282.4 萬 | 0.96% | −4,152−1.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 353,598 | $288.5 萬 | 0.00% | +47,581+15.5% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 373,908 | $303.2 萬 | 0.10% | −137,394−26.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 423,675 | $343.6 萬 | 0.01% | −32,955−7.2% | 減碼 |
| Envestnet Asset Management Inc | 437,632 | $354.9 萬 | 0.00% | −139,797−24.2% | 減碼 |
| Protective Life Corp | 440,000 | $356.8 萬 | 100.00% | 00.0% | 不變 |