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NUVEEN MTG OPPORTUNITY TERM
CUSIP: 670735109
Class: COM
Holders for Q4 2025
Position Changes for Q4 2025
Note: Option positions (PUT/CALL) are excluded.
Institution
Shares
Value ($000)
SIT INVESTMENT ASSOCIATES INC
1,090,797
$20
AMERIPRISE FINANCIAL INC
249,900
$4,546
Advisors Asset Management, Inc.
155,352
$2,826
ENVESTNET ASSET MANAGEMENT INC
123,701
$2,250
MORGAN STANLEY
99,988
$1,819
Thomas J. Herzfeld Advisors, Inc.
80,720
$1,468
OSAIC HOLDINGS, INC.
78,419
$1,426
Fiera Capital Corp
67,693
$1,231
WELLS FARGO & COMPANY/MN
50,102
$911
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
48,428
$881
RAYMOND JAMES FINANCIAL INC
43,672
$794
Venture Visionary Partners LLC
41,740
$759
Compound Planning, Inc.
41,705
$759
Invesco Ltd.
38,179
$694
FIRST TRUST ADVISORS LP
31,841
$579
Concorde Asset Management, LLC
22,850
$416
Baird Financial Group, Inc.
21,851
$397
Closed-End Fund Advisors, Inc.
20,810
$379
MELFA WEALTH MANAGEMENT, LLC
18,624
$339
Sowell Financial Services LLC
18,576
$338
Cetera Investment Advisers
17,511
$319
Hennion & Walsh Asset Management, Inc.
13,578
$247
STIFEL FINANCIAL CORP
11,970
$218
LPL Financial LLC
11,564
$210
Cambridge Investment Research Advisors, Inc.
10,857
$0
CHOREO, LLC
10,758
$195
UBS Group AG
7,065
$129
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
2,960
$54
Eagle Bay Advisors LLC
1,384
$25
EverSource Wealth Advisors, LLC
500
$9
Rockefeller Capital Management L.P.
229
$4
HIGHLINE WEALTH PARTNERS LLC
150
$3
Total (32 institutions)
2,433,474
$24,246