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Nuveen Mtg opportunity term shares owned by LPL Financial

Quarter-by-quarter ownership of Nuveen Mtg opportunity term (JLS) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Nuveen Mtg opportunity term

Tip: Access up to 7 years of quarterly data

All positions including Nuveen Mtg opportunity term held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Nuveen Mtg opportunity term by LPL Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $191k 10k 18.72
2017-03-31 $1.6M 65k 24.77
2016-12-31 $1.4M 60k 23.95
2016-09-30 $1.4M 59k 24.00
2015-12-31 $702k 31k 22.86
2015-09-30 $381k 17k 22.49
2015-06-30 $362k 16k 22.70
2015-03-31 $395k 17k 23.35
2014-12-31 $409k 18k 23.14
2014-09-30 $388k 16k 23.67
2014-06-30 $409k 17k 24.59
2014-03-31 $394k 17k 23.46
2013-12-31 $328k 14k 23.15
2013-09-30 $411k 18k 23.37
2013-06-30 $1.2M 48k 25.40
2012-12-31 $2.7M 96k 27.85
2012-09-30 $1.3M 45k 28.00
2011-09-30 $764k 37k 20.65