Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SIT INVESTMENT ASSOCIATES INC | 26 | 1 | 0.01% | 0.08% | 0.13% | Q2 2013 | Q3 2020 | 27 |
WELLS FARGO & COMPANY/MN | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
COHEN & STEERS, INC. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
MORGAN STANLEY | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
BANK OF AMERICA CORP /DE/ | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 25 | 25 | 0.14% | 0.33% | 0.75% | Q3 2013 | Q3 2019 | 25 |
ROYAL BANK OF CANADA | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2019 | 20 |
UBS Group AG | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2019 | 20 |
Relative Value Partners Group, LLC | 17 | 17 | 0.07% | 0.54% | 0.66% | Q3 2015 | Q3 2019 | 17 |
Global Endowment Management, LP | 16 | 16 | 0.07% | 0.13% | 0.21% | Q3 2013 | Q2 2017 | 16 |
Corbenic Partners LLC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2017 | 15 |
BESSEMER GROUP INC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2019 | 14 |
Invesco Ltd. | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 13 |
Patriot Financial Group Insurance Agency, LLC | 12 | 12 | 0.01% | 0.07% | 0.12% | Q4 2016 | Q3 2019 | 12 |
LPL Financial LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2015 | 12 |
ALTFEST L J & CO INC | 11 | 11 | 0.06% | 0.27% | 0.50% | Q2 2016 | Q4 2018 | 11 |
CITIGROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 11 |
IFP Advisors, Inc | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 11 |
FIDUCIARY TRUST INTERNATIONAL LLC | 9 | 9 | 0.06% | 0.09% | 0.12% | Q2 2017 | Q2 2019 | 9 |
Horizon Kinetics | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
ICON ADVISERS INC/CO | 3 | 2 | 0.02% | 0.06% | 0.11% | Q1 2017 | Q2 2019 | 7 |
American Portfolios Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 7 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Integrated Wealth Concepts LLC | 6 | 6 | 0.04% | 1.01% | 1.63% | Q2 2018 | Q3 2019 | 6 |
US BANCORP \DE\ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
AMERIPRISE FINANCIAL INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 5 |
Saba Capital Management, L.P. | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2013 | Q4 2014 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
MARINER INVESTMENT GROUP LLC | 3 | 1 | 0.06% | 0.09% | 0.15% | Q2 2014 | Q3 2015 | 4 |
PT ASSET MANAGEMENT, LLC | 4 | 4 | 1.00% | 1.12% | 1.22% | Q4 2014 | Q3 2015 | 4 |
Moloney Securities Asset Management, LLC | 4 | 4 | 0.22% | 0.25% | 0.30% | Q4 2016 | Q3 2017 | 4 |
DOLIVER ADVISORS, LP | 3 | 1 | 0.20% | 0.26% | 0.36% | Q2 2013 | Q2 2014 | 4 |
Pine River Capital Management L.P. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2013 | Q1 2014 | 3 |
FARR MILLER & WASHINGTON LLC/DC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q3 2017 | 3 |
Magnus Financial Group LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q3 2019 | 3 |
BARCLAYS PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Merriman Wealth Management, LLC | 2 | 2 | 0.11% | 0.17% | 0.23% | Q3 2013 | Q4 2013 | 2 |
CORNERSTONE ADVISORS INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q2 2014 | 2 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
PNC FINANCIAL SERVICES GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q1 2016 | 2 |
Curi RMB Capital, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 2 |
Yorktown Management & Research Co Inc | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2015 | Q2 2015 | 2 |
Cordasco Financial Network | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Shaker Financial Services, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2015 | Q1 2015 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
DEUTSCHE BANK AG\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CABOT WEALTH MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
External links
This page lists all the filers that currently own NUVEEN MTG OPPTY TERM FD 2 or have owned NUVEEN MTG OPPTY TERM FD 2 in the past.