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Nuveen CR Opportunities 2022

Q4 2021 vs Q1 2022

Comparing institutional holders between quarters

Quarters

Q1 2022Q4 2021Q3 2021Q2 2021Q1 2021
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Morgan Stanley
DECREASED
Shares1,329,298 from 2,313,337
Change-984,039 (-43%)
Value$10.6K (-$8.1K)
Filed 2022-10-27
Wells Fargo & Company
DECREASED
Shares408,074 from 431,457
Change-23,383 (-5%)
Value$3.3K (-$234)
Filed 2022-05-16
Relative Value Partners Group, LLC
DECREASED
Shares403,906 from 424,445
Change-20,539 (-5%)
Value$3.2K (-$197)
Filed 2022-05-13
Integrated Wealth Concepts LLC
INCREASED
Shares378,859 from 366,148
Change+12,711 (+3%)
Value$3.0K (+$61)
Filed 2022-05-12
Royal Bank of Canada
INCREASED
Shares207,643 from 196,600
Change+11,043 (+6%)
Value$1.7K (+$67)
Filed 2022-05-16
UBS Group AG
INCREASED
Shares157,683 from 137,319
Change+20,364 (+15%)
Value$1.3K (+$148)
Filed 2022-05-16
Jane Street Group, LLC
INCREASED
Shares113,942 from 48,297
Change+65,645 (+136%)
Value$909 (+$518)
Filed 2022-05-17
Nations Financial Group Inc,
INCREASED
Shares96,955 from 96,685
Change+270 (+0%)
Value$774 (-$8)
Filed 2022-05-13
Arlington Capital Management Inc
DECREASED
Shares96,583 from 97,428
Change-845 (-1%)
Value$771 (-$17)
Filed 2022-04-21
Commonwealth Equity Services, LLC
DECREASED
Shares80,418 from 94,190
Change-13,772 (-15%)
Value$641 (-$121)
Filed 2022-05-04
American Institute for Advanced Investment Management, LLP
UNCHANGED
Shares79,100 from 79,100
Change0 (0%)
Value$631 (-$9)
Filed 2022-04-20
Independent Financial Group, LLC
INCREASED
Shares76,636 from 52,956
Change+23,680 (+45%)
Value$611.6K (+$183.1K)
Filed 2026-06-12
Steward Partners Investment Advisory, LLC
INCREASED
Shares67,589 from 40,128
Change+27,461 (+68%)
Value$539 (+$214)
Filed 2022-05-02
CoreCap Advisors, LLC
DECREASED
Shares49,000 from 49,132
Change-132 (0%)
Value$391 (-$6)
Filed 2022-04-29
CFS Investment Advisory Services, LLC
NEW
Shares39,900
Change+39,900
Value$5
Filed 2022-05-27
Stratos Wealth Partners, Ltd.
DECREASED
Shares39,723 from 39,774
Change-51 (0%)
Value$317 (-$5)
Filed 2022-04-26
B. Riley Wealth Advisors, Inc.
INCREASED
Shares36,145 from 34,991
Change+1,154 (+3%)
Value$289 (+$5)
Filed 2022-05-02
Marble Harbor Investment Counsel, LLC
UNCHANGED
Shares30,000 from 30,000
Change0 (0%)
Value$239 (-$4)
Filed 2022-05-09
Cypress Wealth Services, LLC
INCREASED
Shares28,418 from 28,306
Change+112 (+0%)
Value$227 (-$2)
Filed 2022-04-22
Stifel Financial Corp
DECREASED
Shares17,177 from 17,917
Change-740 (-4%)
Value$137 (-$8)
Filed 2022-05-13
Private Advisor Group, LLC
DECREASED
Shares14,375 from 17,375
Change-3,000 (-17%)
Value$115 (-$26)
Filed 2022-05-12
LPL Financial LLC
INCREASED
Shares13,302 from 11,990
Change+1,312 (+11%)
Value$106 (+$9)
Filed 2022-05-16
Truist Financial Corp
DECREASED
Shares13,300 from 13,800
Change-500 (-4%)
Value$106 (-$6)
Filed 2022-04-22
Kestra Advisory Services, LLC
DECREASED
Shares13,104 from 18,604
Change-5,500 (-30%)
Value$105 (-$46)
Filed 2022-07-20
Oder Investment Management, LLC
INCREASED
Shares11,199 from 11,164
Change+35 (+0%)
Value$89 (-$1)
Filed 2022-05-10
Northern Trust Corp
NEW
Shares10,042
Change+10,042
Value$1
Filed 2022-05-13
Laidlaw Wealth Management LLC
NEW
Shares10,000
Change+10,000
Value$80
Filed 2022-05-12
Ellis Investment Partners, LLC
INCREASED
Shares5,105 from 5,063
Change+42 (+1%)
Value$40 ($0)
Filed 2022-05-03
Rockefeller Capital Management L.P.
UNCHANGED
Shares4,075 from 4,075
Change0 (0%)
Value$32 ($0)
Filed 2022-05-13
Osaic Holdings, Inc.
DECREASED
Shares3,327 from 4,327
Change-1,000 (-23%)
Value$27 (-$8)
Filed 2022-05-04
Avior Wealth Management, LLC
INCREASED
Shares514 from 510
Change+4 (+1%)
Value$4 ($0)
Filed 2022-05-13
FNY Investment Advisers, LLC
NEW
Shares200
Change+200
Value$1
Filed 2022-04-25
Tower Research Capital LLC (TRC)
DECREASED
Shares109 from 370
Change-261 (-71%)
Value$1 (-$2)
Filed 2022-05-12
Rivernorth Capital Management, LLC
CLOSED
Shares0 from 65,860
Change-65,860 (-100%)
Value$0 (-$533)
Filed 2022-05-16
Bank of America Corp
CLOSED
Shares0 from 60,412
Change-60,412 (-100%)
Value$0 (-$489)
Filed 2022-06-07
Landscape Capital Management, L.L.C.
CLOSED
Shares0 from 21,113
Change-21,113 (-100%)
Value$0 (-$171)
Filed 2022-05-11
Neuberger Berman Group LLC
CLOSED
Shares0 from 15,000
Change-15,000 (-100%)
Value$0 (-$121)
Filed 2022-05-23
Wunderlich Securities, Inc.
CLOSED
Shares0 from 12,878
Change-12,878 (-100%)
Value$0 (-$104)
Filed 2022-05-10
Ameriprise Financial Inc
CLOSED
Shares0 from 10,000
Change-10,000 (-100%)
Value$0 (-$81)
Filed 2022-05-16
Sandy Spring Bank
CLOSED
Shares0 from 2,700
Change-2,700 (-100%)
Value$0 (-$22)
Filed 2022-05-03
FMR LLC
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-05
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2022-05-09
Status
Morgan Stanley
DECREASED1,329,2982,313,337-984,039-43%$18.7K$10.6K-$8.1K2022-10-27
Wells Fargo & Company
DECREASED408,074431,457-23,383-5%$3.5K$3.3K-$2342022-05-16
Relative Value Partners Group, LLC
DECREASED403,906424,445-20,539-5%$3.4K$3.2K-$1972022-05-13
Integrated Wealth Concepts LLC
INCREASED378,859366,148+12,711+3%$3.0K$3.0K+$612022-05-12
Royal Bank of Canada
INCREASED207,643196,600+11,043+6%$1.6K$1.7K+$672022-05-16
UBS Group AG
INCREASED157,683137,319+20,364+15%$1.1K$1.3K+$1482022-05-16
Jane Street Group, LLC
INCREASED113,94248,297+65,645+136%$391$909+$5182022-05-17
Nations Financial Group Inc,
INCREASED96,95596,685+270+0%$782$774-$82022-05-13
Arlington Capital Management Inc
DECREASED96,58397,428-845-1%$788$771-$172022-04-21
Commonwealth Equity Services, LLC
DECREASED80,41894,190-13,772-15%$762$641-$1212022-05-04
American Institute for Advanced Investment Management, LLP
UNCHANGED79,10079,10000%$640$631-$92022-04-20
Independent Financial Group, LLC
INCREASED76,63652,956+23,680+45%$428.4K$611.6K+$183.1K2026-06-12
Steward Partners Investment Advisory, LLC
INCREASED67,58940,128+27,461+68%$325$539+$2142022-05-02
CoreCap Advisors, LLC
DECREASED49,00049,132-1320%$397$391-$62022-04-29
CFS Investment Advisory Services, LLC
NEW39,900—+39,900——$5—2022-05-27
Stratos Wealth Partners, Ltd.
DECREASED39,72339,774-510%$322$317-$52022-04-26
B. Riley Wealth Advisors, Inc.
INCREASED36,14534,991+1,154+3%$284$289+$52022-05-02
Marble Harbor Investment Counsel, LLC
UNCHANGED30,00030,00000%$243$239-$42022-05-09
Cypress Wealth Services, LLC
INCREASED28,41828,306+112+0%$229$227-$22022-04-22
Stifel Financial Corp
DECREASED17,17717,917-740-4%$145$137-$82022-05-13
Private Advisor Group, LLC
DECREASED14,37517,375-3,000-17%$141$115-$262022-05-12
LPL Financial LLC
INCREASED13,30211,990+1,312+11%$97$106+$92022-05-16
Truist Financial Corp
DECREASED13,30013,800-500-4%$112$106-$62022-04-22
Kestra Advisory Services, LLC
DECREASED13,10418,604-5,500-30%$151$105-$462022-07-20
Oder Investment Management, LLC
INCREASED11,19911,164+35+0%$90$89-$12022-05-10
Northern Trust Corp
NEW10,042—+10,042——$1—2022-05-13
Laidlaw Wealth Management LLC
NEW10,000—+10,000——$80—2022-05-12
Ellis Investment Partners, LLC
INCREASED5,1055,063+42+1%$40$40$02022-05-03
Rockefeller Capital Management L.P.
UNCHANGED4,0754,07500%$32$32$02022-05-13
Osaic Holdings, Inc.
DECREASED3,3274,327-1,000-23%$35$27-$82022-05-04
Avior Wealth Management, LLC
INCREASED514510+4+1%$4$4$02022-05-13
FNY Investment Advisers, LLC
NEW200—+200——$1—2022-04-25
Tower Research Capital LLC (TRC)
DECREASED109370-261-71%$3$1-$22022-05-12
Rivernorth Capital Management, LLC
CLOSED065,860-65,860-100%$533$0-$5332022-05-16
Bank of America Corp
CLOSED060,412-60,412-100%$489$0-$4892022-06-07
Landscape Capital Management, L.L.C.
CLOSED021,113-21,113-100%$171$0-$1712022-05-11
Neuberger Berman Group LLC
CLOSED015,000-15,000-100%$121$0-$1212022-05-23
Wunderlich Securities, Inc.
CLOSED012,878-12,878-100%$104$0-$1042022-05-10
Ameriprise Financial Inc
CLOSED010,000-10,000-100%$81$0-$812022-05-16
Sandy Spring Bank
CLOSED02,700-2,700-100%$22$0-$222022-05-03
FMR LLC
CLOSED01-1-100%$0$0$02026-11-05
Proequities, Inc.
UNCHANGED000—$0$0$02022-05-09
Showing 42 of 42 institutions