NUVEEN HIGH INCOME 2020 TARG (JHY)
Institutional ownership reported to the SEC as of Q3 2020, across 8 quarters.
27
Reporting holders
$43.3M
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| Integrated Wealth Concepts LLC | $17.8M | 1,881,845 | 1.10% | 8q | -11.4%-$2.3M |
| MORGAN STANLEY | $10.8M | 1,140,542 | 0.00% | 12q | -4.9%-$560.6K |
| Baird Financial Group, Inc. | $1.8M | 185,791 | 0.01% | 8q | +1.2%+$21.6K |
| Gerber Kawasaki Wealth & Investment Management | $1.7M | 177,078 | 0.36% | 8q | -34.5%-$882.9K |
| RAYMOND JAMES & ASSOCIATES | $1.1M | 113,396 | 0.00% | 8q | -12.8%-$157.8K |
| WELLS FARGO & COMPANY/MN | $1.1M | 112,478 | 0.00% | 8q | +7.2%+$71.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 112,167 | 0.00% | 2q | +251.7%+$758.6K |
| D.A. DAVIDSON & CO. | $936.0K | 99,008 | 0.02% | 7q | +6.6%+$58.2K |
| ROYAL BANK OF CANADA | $752.0K | 79,567 | 0.00% | 8q | +5.6%+$40.0K |
| ENVESTNET ASSET MANAGEMENT INC | $699.0K | 73,891 | 0.00% | 5q | +12.2%+$75.8K |
| PARK AVENUE SECURITIES LLC | $694.0K | 73,407 | 0.02% | 3q | +12.2%+$75.6K |
| American Institute for Advanced Investment Management, LLP | $632.0K | 66,806 | 0.57% | 4q | -11.7%-$83.7K |
| Stratos Wealth Partners, LTD. | $614.0K | 64,993 | 0.02% | 8q | -5.8%-$37.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $563.0K | 59,602 | 0.00% | 8q | +3.0%+$16.5K |
| Arlington Capital Management, Inc. | $449.0K | 47,523 | 0.92% | 3q | -5.4%-$25.6K |
| TRUIST FINANCIAL CORP | $428.0K | 45,322 | 0.00% | 4q | +1.0%+$4.0K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $372.0K | 39,384 | 0.02% | new | NEW |
| B. Riley Wealth Management, Inc. | $348.0K | 36,767 | 0.04% | 8q | HELD |
| M&T Bank Corp | $336.0K | 35,528 | 0.00% | 8q | HELD |
| LPL Financial LLC | $322.0K | 34,098 | 0.00% | 8q | -12.8%-$47.2K |
| Steward Partners Investment Advisory, LLC | $302.0K | 31,896 | 0.01% | 3q | +6.0%+$17.0K |
| BANK OF AMERICA CORP /DE/ | $171.0K | 18,134 | 0.00% | 8q | -4.0%-$7.2K |
| ADVISOR GROUP HOLDINGS, INC. | $150.0K | 15,908 | 0.00% | 3q | HELD |
| StoneX Group Inc. | $119.0K | 12,550 | 0.04% | new | NEW |
| UBS Group AG | $116.0K | 12,306 | 0.00% | 8q | +14.2%+$14.4K |
| Integrated Capital Management, Inc. | $106.0K | 11,259 | 0.09% | new | NEW |
| CITIGROUP INC | $14.0K | 1,500 | 0.00% | 2q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2020 | 27 | $43.3M | 4,582,746 | 3 | 11 | 9 | 0.0% |
| Q2 2020 | 27 | $45.0M | 4,836,036 | 4 | 8 | 11 | 0.0% |
| Q1 2020 | 27 | $42.3M | 4,791,785 | 5 | 7 | 10 | 0.0% |
| Q4 2019 | 29 | $43.0M | 4,396,733 | 4 | 10 | 8 | 0.0% |
| Q3 2019 | 25 | $39.1M | 3,939,968 | 4 | 8 | 10 | 0.0% |
| Q2 2019 | 30 | $34.3M | 3,516,006 | 5 | 11 | 9 | 0.0% |
| Q1 2019 | 28 | $32.7M | 3,294,427 | 4 | 11 | 5 | 0.0% |
| Q4 2018 | 25 | $27.5M | 2,771,102 | 0 | 1 | 1 | 0.0% |