NUVEEN CR OPPORTUNITIES 2022 (JCO)
Institutional ownership reported to the SEC as of Q1 2022, across 14 quarters.
31
Reporting holders
$30.1M
Reported value
0.0%
Held as options
-4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $10.6M | 1,329,298 | 0.00% | 18q | -42.5%-$7.9M |
| WELLS FARGO & COMPANY/MN | $3.3M | 408,074 | 0.00% | 14q | -5.4%-$186.6K |
| Relative Value Partners Group, LLC | $3.2M | 403,906 | 0.22% | 2q | -4.8%-$164.6K |
| Integrated Wealth Concepts LLC | $3.0M | 378,859 | 0.09% | 12q | +3.5%+$101.4K |
| ROYAL BANK OF CANADA | $1.7M | 207,643 | 0.00% | 14q | +5.6%+$88.1K |
| UBS Group AG | $1.3M | 157,682 | 0.00% | 14q | +14.8%+$162.5K |
| JANE STREET GROUP, LLC | $909.0K | 113,942 | 0.00% | 2q | +135.9%+$523.7K |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $774.0K | 96,955 | 0.09% | 14q | HELD |
| Arlington Capital Management, Inc. | $771.0K | 96,583 | 3.13% | 2q | -0.9%-$6.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $641.0K | 80,418 | 0.00% | 12q | -14.6%-$109.8K |
| American Institute for Advanced Investment Management, LLP | $631.0K | 79,100 | 0.46% | 3q | HELD |
| Steward Partners Investment Advisory, LLC | $539.0K | 67,589 | 0.01% | 2q | +68.4%+$219.0K |
| BANK OF AMERICA CORP /DE/ | $452.0K | 56,635 | 0.00% | 14q | -6.3%-$30.1K |
| CoreCap Advisors, LLC | $391.0K | 49,000 | 0.03% | 2q | HELD |
| Stratos Wealth Partners, LTD. | $317.0K | 39,723 | 0.01% | 10q | HELD |
| National Asset Management, Inc. | $289.0K | 36,145 | 0.01% | 5q | +3.3%+$9.2K |
| Marble Harbor Investment Counsel, LLC | $239.0K | 30,000 | 0.03% | 4q | HELD |
| Cypress Wealth Services, LLC | $227.0K | 28,418 | 0.06% | 13q | HELD |
| STIFEL FINANCIAL CORP | $137.0K | 17,177 | 0.00% | 14q | -4.1%-$5.9K |
| Private Advisor Group, LLC | $115.0K | 14,375 | 0.00% | 10q | -17.3%-$24.0K |
| TRUIST FINANCIAL CORP | $106.0K | 13,300 | 0.00% | 10q | -3.6%-$4.0K |
| LPL Financial LLC | $106.0K | 13,302 | 0.00% | 4q | +10.9%+$10.5K |
| Kestra Advisory Services, LLC | $105.0K | 13,104 | 0.00% | 7q | -29.6%-$44.1K |
| Oder Investment Management, LLC | $89.0K | 11,199 | 0.10% | 6q | HELD |
| Laidlaw Wealth Management LLC | $80.0K | 10,000 | 0.01% | new | NEW |
| Ellis Investment Partners, LLC | $40.0K | 5,105 | 0.01% | 2q | +0.8% |
| Rockefeller Capital Management L.P. | $32.0K | 4,075 | 0.00% | 5q | HELD |
| ADVISOR GROUP HOLDINGS, INC. | $27.0K | 3,327 | 0.00% | 9q | -23.1%-$8.1K |
| CFS Investment Advisory Services, LLC | $5.0K | 39,900 | 0.02% | new | NEW |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | $4.0K | 514 | 0.00% | 3q | +0.8% |
| NORTHERN TRUST CORP | $1.0K | 10,042 | 0.00% | new | NEW |
| Tower Research Capital LLC (TRC) | $1.0K | 109 | 0.00% | 2q | -70.5%-$2.4K |
| FNY Investment Advisers, LLC | $1.0K | 200 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2022 | 31 | $30.1M | 3,765,757 | 2 | 9 | 12 | 0.0% |
| Q4 2021 | 35 | $38.8M | 4,800,495 | 11 | 7 | 9 | 0.0% |
| Q3 2021 | 28 | $36.6M | 4,468,975 | 4 | 9 | 10 | 0.0% |
| Q2 2021 | 27 | $36.9M | 4,437,277 | 5 | 11 | 8 | 0.0% |
| Q1 2021 | 26 | $35.3M | 4,204,400 | 5 | 9 | 11 | 0.0% |
| Q4 2020 | 26 | $33.6M | 4,178,211 | 4 | 9 | 10 | 0.0% |
| Q3 2020 | 22 | $31.0M | 3,904,113 | 2 | 12 | 5 | 0.7% |
| Q2 2020 | 19 | $34.4M | 4,037,163 | 0 | 9 | 9 | 0.0% |
| Q1 2020 | 23 | $31.0M | 3,877,673 | 2 | 9 | 9 | 0.0% |
| Q4 2019 | 28 | $36.3M | 3,621,791 | 5 | 7 | 10 | 0.0% |
| Q3 2019 | 27 | $35.7M | 3,616,030 | 7 | 11 | 4 | 0.0% |
| Q2 2019 | 24 | $34.3M | 3,594,188 | 7 | 8 | 4 | 0.0% |
| Q1 2019 | 20 | $32.9M | 3,417,395 | 5 | 11 | 2 | 0.0% |
| Q4 2018 | 22 | $27.0M | 3,189,262 | 0 | 0 | 1 | 0.0% |