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Get Institutions for : 
Nuveen Mortgage Opportunity Term Fund (JLS)  
$17.66 0.16 (0.91%) as of 4:30 Fri 5/3


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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  : 
1.32 (8.08%)  




 
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
   Relative Value Partners Group LLC 43 - 2023-12-31 434,014 $7,326,000 -28,766
   1607 CAPITAL PARTNERS, LLC 87 - 2023-12-31 234,824 $3,964,000 -56,400
   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
   FIRST TRUST ADVISORS LP 2180 - 2023-12-31 25,146 $424,000 -1,278
   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
   Sowell Financial Services LLC - 2024-03-31 14,609 $262,000 -498
   Advisor Group Holdings Inc. 4200 - 2023-12-31 7,793 $132,000 -5,197

  10 Records found
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