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Get Institutions for : 
Nuveen Mortgage Opportunity Term Fund (JLS)  
$17.35 0.05 (0.29%) as of 4:30 Thu 4/25


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 29    0
Total shares held : 
 3,144,700  
% of shares held : 
 19.79%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -6  
Amount of shares held : 
 26,891  
% of shares held change : 
   0.17%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $15.82  
Last Quarter's Ending Price : 
 $16.88  
Last Quarter's Average Price : 
 $16.34  
Change from last quarter's     
avg. price to the last closing  : 
1.01 (6.18%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 31,564
 1%
 
Increased Positions :
5
 309,844
 9.85%
 
Unchanged Positions :
8
 189,885
 6.04%
 
Decreased Positions :
11
-186,961
-5.95%
 
Closed Positions :
5
-127,556
-4.06%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SIT INVESTMENT ASSOCIATES INC 34 - 2023-12-31 1,545,032 $26,080,000 33,934
   Relative Value Partners Group LLC 43 - 2023-12-31 434,014 $7,326,000 -28,766
   ROYAL BANK OF CANADA 1957 - 2023-12-31 272,018 $4,592,000 271,952
   1607 CAPITAL PARTNERS, LLC 87 - 2023-12-31 234,824 $3,964,000 -56,400
   Allspring Global Investments Holdings LLC 1109 - 2024-03-31 152,310 $2,705,000 0
   THOMAS J. HERZFELD ADVISORS, INC. 49 - 2023-12-31 109,135 $1,842,000 -81,584
   ENVESTNET ASSET MANAGEMENT INC 2649 - 2023-12-31 85,805 $1,448,000 -7,672
   MORGAN STANLEY 4680 - 2023-12-31 70,247 $1,186,000 -428
   Baird Financial Group Inc. 1296 - 2023-12-31 35,830 $605,000 1,869
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 351 - 2023-12-31 34,367 $580,000 0
   FIRST TRUST ADVISORS LP 2180 - 2023-12-31 25,146 $424,000 -1,278
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2492 - 2023-12-31 24,926 $421,000 -1,373
   IFP Advisors Inc 646 - 2023-12-31 22,968 $388,000 -309
   WELLS FARGO & CO/MN 3554 - 2023-12-31 20,968 $354,000 -580
   UBS Group AG 4259 - 2023-12-31 18,854 $318,000 2,075
   Sowell Financial Services LLC - 2023-12-31 15,107 $255,000 -3,374
   MELFA WEALTH MANAGEMENT LLC *New 2023-12-31 10,743 $181,000 10,743
   FINANCIAL NETWORK 2565 *New 2023-12-31 10,156 $171,000 10,156
   Moors & Cabot Inc. 774 *New 2023-12-31 10,000 $169,000 10,000
   Advisor Group Holdings Inc. 4200 - 2023-12-31 7,793 $132,000 -5,197
   BANK OF AMERICA CORP /DE/ 5586 - 2023-12-31 1,850 $31,000 0
   Focused Wealth Management Inc 544 - 2023-12-31 584 $10,000 14
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2586 - 2023-12-31 600 $10,000 0
   EverSource Wealth Advisors LLC 1665 - 2023-12-31 500 $8,000 0
   GRADIENT INVESTMENTS LLC 910 *New 2023-12-31 344 $6,000 344
   ADVISORY SERVICES NETWORK, LLC 3094 *New 2023-12-31 321 $5,000 321
   WHITTIER TRUST CO 1347 - 2023-12-31 240 $4,000 0
   Tortoise Investment Management LLC 761 *Closed 2023-12-31 0 $0 -19,644
   Eagle Bay Advisors LLC 789 - 2023-12-31 18 $0 0
   Foresight Wealth Management LLC 37 *Closed 2022-12-31 0 $0 -11,258
   PROEQUITIES INC. 4400 - 2023-12-31 0 $0 0
   Deschutes Portfolio Strategy LLC 215 *Closed 2023-12-31 0 $0 -84,000
   HILTON CAPITAL MANAGEMENT, LLC 161 *Closed 2023-12-31 0 $0 -12,328
  33 Records found
  1    
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