Who owns Nuveen Mtg opportunity term fd?
- Ticker: JLS
- CUSIP Number: 670735109
Tip: Access positions for across all investors
Analyze quarterly positions in Nuveen Mtg opportunity term with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Nuveen Mtg opportunity term fd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Private Client Services | 134k | $2.5M | 39% | Sep 2024 |
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Advisors Asset Management | 103k | $1.9M | 203% | Sep 2024 |
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Morgan Stanley | 96k | $2.4M | 10% | Jun 2024 |
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Envestnet Asset Management | 89k | $1.6M | 17% | Sep 2024 |
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Thomas J. Herzfeld Advisors | 81k | $1.5M | 2% | Sep 2024 |
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Allspring Global Investments Holdings | 75k | $1.4M | -51% | Sep 2024 |
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1607 Capital Partners | 68k | $1.3M | -40% | Sep 2024 |
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Kovitz Investment Group Partners | 63k | $1.1M | 100% | Sep 2024 |
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International Assets Investment Management | 55k | $3.0M | 1743% | Sep 2024 |
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Nations Financial Group | 53k | $980k | 46% | Sep 2024 |
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Wells Fargo & Company | 42k | $769k | 72% | Sep 2024 |
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Venture Visionary Partners | 42k | $768k | 0% | Sep 2024 |
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IFP Advisors | 31k | $560k | 41% | Jun 2024 |
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Fiera Capital Corporation | 27k | $506k | 100% | Sep 2024 |
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First Trust Advisors | 27k | $489k | 0% | Sep 2024 |
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Raymond James Financial Services Advisors | 26k | $473k | 4% | Sep 2024 |
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Robinson Capital Management | 25k | $470k | 100% | Sep 2024 |
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Melfa Wealth Management | 16k | $292k | 0% | Sep 2024 |
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Rsm Us Wealth Management | 16k | $288k | 4% | Sep 2024 |
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Sowell Financial Services | 15k | $271k | 0% | Sep 2024 |
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Advisor Group Holdings | 15k | $269k | 39% | Sep 2024 |
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Cetera Investment Advisers | 11k | $198k | 2% | Jun 2024 |
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Atomi Financial Group | 10k | $192k | 100% | Sep 2024 |
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Clear Point Advisors | 2.0k | $38k | 3% | Sep 2024 |
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Eagle Bay Advisors | 1.3k | $24k | 86% | Sep 2024 |
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EverSource Wealth Advisors | 500.00 | $9.2k | 0% | Sep 2024 |
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Whittier Trust | 240.00 | $4.4k | 0% | Sep 2024 |
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Clear Street | 41.00 | $999.998200 | 100% | Jun 2024 |
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Brian McDonald | 7.00 | $131.000100 | 100% | Sep 2024 |
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Who sold out of Nuveen Mtg opportunity term?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Relative Value Partners | Mar 2024 | 434k | $7.4M |
Bank of America Corporation | Jun 2024 | 2.0k | $36k |
Jpmorgan Chase & Co | Jun 2024 | 767.00 | $14k |