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Get Institutions for : 
Nuveen Mortgage Opportunity Term Fund (JLS)  
$17.62 0.05 (0.25%) as of 4:30 Mon 5/6


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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  : 
1.28 (7.8%)  




 
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  
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            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
   ROYAL BANK OF CANADA 1957 - 2023-12-31 272,018 $4,592,000 271,952
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 359 - 2024-03-31 35,542 $631,000 1,175
   Baird Financial Group Inc. 1296 - 2023-12-31 35,830 $605,000 1,869
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2576 - 2024-03-31 25,248 $448,000 322
   UBS Group AG 4259 - 2023-12-31 18,854 $318,000 2,075
   MELFA WEALTH MANAGEMENT LLC 117 - 2024-03-31 15,835 $281,000 5,092
   Focused Wealth Management Inc 544 - 2023-12-31 584 $10,000 14

  8 Records found
  1    
  Page 1 of 1
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