NUVEEN MTG OPPTY TERM FD 2 (JMT)
Institutional ownership reported to the SEC as of Q3 2019, across 4 quarters.
20
Reporting holders
$23.6M
Reported value
0.0%
Held as options
-2
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 |
|---|---|---|---|---|---|
| Relative Value Partners Group, LLC | $4.4M | 192,744 | 0.45% | 4q | +2.8%+$122.7K |
| WELLS FARGO & COMPANY/MN | $4.3M | 193,334 | 0.00% | 4q | -4.6%-$208.9K |
| BANK OF AMERICA CORP /DE/ | $4.1M | 186,984 | 0.00% | 4q | -0.7%-$28.7K |
| SIT INVESTMENT ASSOCIATES INC | $3.9M | 175,975 | 0.12% | 4q | -7.2%-$304.4K |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | $3.0M | 134,084 | 0.13% | 4q | -37.4%-$1.8M |
| COHEN & STEERS, INC. | $1.2M | 55,806 | 0.00% | 4q | HELD |
| MORGAN STANLEY | $773.0K | 34,850 | 0.00% | 8q | -59.1%-$1.1M |
| BESSEMER GROUP INC | $548.0K | 24,705 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $351.0K | 15,826 | 0.04% | 4q | -96.8%-$10.8M |
| UBS Group AG | $280.0K | 12,608 | 0.00% | 4q | -18.7%-$64.3K |
| Magnus Financial Group LLC | $202.0K | 9,100 | 0.04% | 3q | +2.2%+$4.4K |
| Patriot Financial Group Insurance Agency, LLC | $168.0K | 7,580 | 0.08% | 4q | HELD |
| FNY Investment Advisers, LLC | $126.0K | 5,700 | 0.04% | new | NEW |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | $63.0K | 2,843 | 0.00% | 4q | +65.1%+$24.8K |
| Advisor Group, Inc. | $14.0K | 623 | 0.00% | 4q | HELD |
| PATHSTONE FAMILY OFFICE, LLC | $13.0K | 588 | 0.00% | new | NEW |
| ROYAL BANK OF CANADA | $12.0K | 540 | 0.00% | 4q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $12.0K | 529 | 0.00% | 4q | HELD |
| American Portfolios Advisors | $2.2K | 100 | 0.00% | 7q | HELD |
| Tower Research Capital LLC (TRC) | $1.0K | 27 | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2019 | 20 | $23.6M | 1,054,546 | 3 | 3 | 7 | 0.0% |
| Q2 2019 | 22 | $39.9M | 1,783,979 | 0 | 9 | 4 | 0.0% |
| Q1 2019 | 23 | $39.3M | 1,746,470 | 5 | 4 | 5 | 0.0% |
| Q4 2018 | 19 | $36.9M | 1,665,725 | 0 | 0 | 1 | 0.0% |