Patriot Financial Group Insurance Agency, LLC - NUVEEN MTG OPPORTUNITY TERM ownership

NUVEEN MTG OPPORTUNITY TERM's ticker is JLS and the CUSIP is 670735109. A total of 32 filers reported holding NUVEEN MTG OPPORTUNITY TERM in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Patriot Financial Group Insurance Agency, LLC ownership history of NUVEEN MTG OPPORTUNITY TERM
ValueSharesWeighting
Q2 2022$156,000
-15.2%
9,434
-6.6%
0.03%
-3.0%
Q1 2022$184,000
-24.3%
10,101
-12.8%
0.03%
-17.5%
Q4 2021$243,000
-1.2%
11,587
-2.3%
0.04%
-9.1%
Q3 2021$246,000
+4.2%
11,861
+5.0%
0.04%
+2.3%
Q2 2021$236,000
-0.8%
11,292
-1.5%
0.04%
-21.8%
Q1 2021$238,000
+0.8%
11,467
-3.8%
0.06%
-6.8%
Q4 2020$236,000
+4.9%
11,918
+0.2%
0.06%
-19.2%
Q3 2020$225,000
-6.6%
11,898
-3.5%
0.07%
-20.7%
Q2 2020$241,000
+13.1%
12,325
-4.8%
0.09%
-5.2%
Q1 2020$213,000
-34.5%
12,942
-12.6%
0.10%
-20.5%
Q4 2019$325,000
-4.4%
14,811
+0.3%
0.12%
-20.3%
Q3 2019$340,000
-2.0%
14,770
-1.2%
0.15%
+2.0%
Q2 2019$347,000
+5.5%
14,956
+5.9%
0.15%
-11.2%
Q1 2019$329,000
+15.4%
14,123
+10.3%
0.17%
-10.1%
Q4 2018$285,000
-20.6%
12,809
-14.4%
0.19%
-12.1%
Q3 2018$359,000
+53.4%
14,971
+50.6%
0.21%
-14.4%
Q2 2018$234,000
-12.4%
9,941
-11.9%
0.25%
+26.3%
Q1 2018$267,000
+32.2%
11,279
+34.8%
0.20%
+31.1%
Q4 2017$202,000
+13.5%
8,370
+20.9%
0.15%
-5.0%
Q3 2017$178,000
+26.2%
6,921
+25.5%
0.16%
+8.2%
Q2 2017$141,000
+31.8%
5,516
+26.5%
0.15%
+30.1%
Q1 2017$107,000
+69.8%
4,362
+64.1%
0.11%
+31.4%
Q4 2016$63,0002,6580.09%
Other shareholders
NUVEEN MTG OPPORTUNITY TERM shareholders Q3 2021
NameSharesValueWeighting ↓
Thomas J. Herzfeld Advisors, Inc. 190,719$3,028,6181.17%
Matisse Capital 84,000$1,333,9200.94%
SIT INVESTMENT ASSOCIATES INC 1,511,098$23,9960.66%
Relative Value Partners Group, LLC 462,780$7,348,9520.49%
1607 Capital Partners, LLC 291,224$4,624,6370.35%
Ignite Planners, LLC 11,219$179,1670.06%
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 34,367$545,7480.06%
Tortoise Investment Management, LLC 19,644$311,9470.05%
Hilton Capital Management, LLC 12,328$195,7690.03%
Sowell Financial Services LLC 18,481$296,0000.02%
View complete list of NUVEEN MTG OPPORTUNITY TERM shareholders