Grundlæggende statistik
| Institutionelle ejere | 164 total, 164 long only, 0 short only, 0 long/short - change of -4,07% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1232 % - change of -8,22% MRQ |
| Institutionelle aktier (lange) | 32.658.930 (ex 13D/G) - change of -0,30MM shares -0,91% MRQ |
| Institutionel værdi (lang) | $ 433.203 USD ($1000) |
Institutionelt ejerskab og aktionærer
Nuveen S&P 500 Buy-Write Income Fund (US:BXMX) har 164 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 32,658,930 aktier. Største aktionærer omfatter Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, Invesco Ltd., UBS Group AG, PCEF - Invesco CEF Income Composite ETF, Raymond James Financial Inc, Advisors Asset Management, Inc., Allspring Global Investments Holdings, LLC, and Bank Of America Corp /de/ .
Nuveen S&P 500 Buy-Write Income Fund (NYSE:BXMX) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 9, 2025 is 14,34 / share. Previously, on September 10, 2024, the share price was 13,40 / share. This represents an increase of 7,01% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | World Equity Group, Inc. | 26.750 | 102,65 | 371 | 114,45 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 9.597 | 0,00 | 126 | -6,72 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 39.598 | -11,90 | 550 | -6,79 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 8.609 | 0,00 | 119 | 6,25 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2.511 | 35 | ||||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 156.696 | 2.175 | ||||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 432.690 | 4,27 | 6.006 | 10,30 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 10.943 | -10,69 | 152 | -5,62 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5.200 | -7,14 | 72 | -1,37 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 47.367 | 10,33 | 657 | 16,70 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 87.831 | 102,31 | 1.219 | 114,24 | ||||
| 2025-08-11 | 13F | Delta Asset Management Llc/tn | 1.800 | 0,00 | 25 | 4,35 | ||||
| 2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 927.730 | 18,19 | 12.877 | 25,03 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 1.957 | 0,00 | 28 | 3,85 | ||||
| 2025-08-14 | 13F | Apriem Advisors | 17.968 | 0,00 | 249 | 5,96 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 269.380 | 27,32 | 4 | 50,00 | ||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 18.291 | 1,72 | 254 | 7,66 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 7.594 | -21,89 | 0 | |||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 100 | 0,00 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 17.905 | 5,32 | 0 | |||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 380.684 | -45,66 | 5.284 | -42,52 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 26.437 | -20,26 | 373 | -16,03 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.748 | 0,00 | 0 | |||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 28.864 | -0,71 | 0 | |||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 52.681 | -3,03 | 731 | 2,67 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 87.808 | 67,66 | 1.219 | 78,59 | ||||
| 2025-07-29 | 13F | Hoese & Co LLP | 875 | -50,00 | 12 | -45,45 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 167.022 | -4,50 | 2.318 | 1,05 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 465 | 0,00 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 50.446 | 1,03 | 700 | 6,87 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 169.380 | 2.351 | ||||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.629.051 | 0,85 | 22.611 | 6,69 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 104.200 | 99,24 | 1.446 | 110,79 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 479.512 | -3,25 | 6.656 | 2,37 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 17.537 | 0,00 | 243 | 5,65 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 74.671 | 11,09 | 1.036 | 17,59 | ||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 10.000 | 0,00 | 139 | 5,34 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 15.769 | 219 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 1.507.507 | -0,41 | 20.924 | 5,36 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 15.950 | 0,00 | 221 | 5,74 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 81.552 | 3,15 | 1.132 | 9,06 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 21 | 0,00 | 0 | |||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 978 | 0,00 | 14 | 8,33 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 567.331 | 1,63 | 8 | 0,00 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18.292 | 5,02 | 254 | 10,96 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.689.550 | 1,44 | 23.451 | 7,32 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 504 | 0,00 | 7 | 0,00 | ||||
| 2025-03-11 | 13F/A | Elequin Capital Lp | 0 | -100,00 | 0 | |||||
| 2025-07-14 | 13F | Matrix Trust Co | 57.855 | 0,67 | 1 | |||||
| 2025-07-09 | 13F | Triumph Capital Management | 17.432 | 0,00 | 242 | 5,70 | ||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 690.062 | 0,00 | 9.054 | -6,22 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 122.039 | -4,13 | 2 | 0,00 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5.680 | 2,64 | 79 | 8,33 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 327.849 | -6,20 | 5 | 0,00 | ||||
| 2025-08-07 | 13F | Commerce Bank | 15.819 | 0,00 | 220 | 5,80 | ||||
| 2025-05-06 | 13F | MCF Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 12.762 | 8,09 | 177 | 14,94 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.090 | 43 | ||||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 0 | -100,00 | 0 | |||||
| 2025-05-08 | 13F | Private Advisory Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 693 | 0,00 | 10 | 0,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 77.062 | -5,89 | 1.070 | -0,47 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2.650 | 0,00 | 37 | 5,88 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 230 | -19,30 | 3 | 0,00 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 333.887 | 1,57 | 4.634 | 7,47 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 37 | 0,00 | 1 | |||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 34.991 | 0,00 | 486 | 5,66 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 16.381 | 12,93 | 227 | 19,47 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1.061 | 15 | ||||||
| 2025-04-15 | 13F | Fiduciary Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1.465.087 | -0,51 | 19.735 | -3,24 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 17.671 | -0,82 | 250 | 5,04 | ||||
| 2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 13.927 | 0,00 | 193 | 6,04 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 48.594 | 0,70 | 674 | 6,48 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.488.300 | -4,04 | 20.658 | 1,52 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 37.364 | 10,23 | 519 | 16,67 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 22.147 | 18,73 | 307 | 25,82 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 123.745 | 1,21 | 1.718 | 7,04 | ||||
| 2025-08-06 | 13F | Marco Investment Management Llc | 27.300 | 0,00 | 379 | 5,59 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 12.908 | -0,20 | 179 | 5,92 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 105.731 | 39,30 | 1.468 | 47,54 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 823.947 | 2,94 | 11.436 | 8,90 | ||||
| 2025-08-12 | 13F | Armor Investment Advisors, LLC | 19.673 | -0,07 | 273 | 5,81 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1.825 | 25 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 31.119 | -70,37 | 432 | -70,66 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2.000 | -12,78 | 28 | -10,00 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 905.057 | 42,10 | 12.562 | 50,34 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 1.850 | 0,00 | 26 | 4,17 | ||||
| 2025-08-14 | 13F | NCP Inc. | 127.332 | 0,82 | 1.767 | 6,64 | ||||
| 2025-07-29 | 13F | Sims Investment Management, Llc | 60.100 | 0,00 | 834 | 5,84 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 15.970 | -21,96 | 222 | -17,54 | ||||
| 2025-08-14 | 13F | Cnh Partners Llc | 361.193 | -23,44 | 4.992 | -18,61 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 29.808 | -4,34 | 414 | 1,23 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 77.595 | -62,94 | 1.106 | -60,77 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 254 | 0,00 | 3 | 0,00 | ||||
| 2025-08-04 | 13F | Horizon Wealth Management, LLC | 11.660 | 0,00 | 162 | 5,92 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 187 | 0,00 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 2.200 | 31 | ||||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 137 | -37,44 | 2 | -50,00 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 3.000 | 0,00 | 42 | 5,13 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 33 | 0,00 | 0 | |||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 255.095 | 2,35 | 3.541 | 8,26 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 978 | 0,00 | 14 | 8,33 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 23.069 | 2,70 | 320 | 8,84 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 20.877 | -6,92 | 290 | -1,70 | ||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 7.655 | 0,00 | 106 | 6,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 35 | 0,00 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 314 | 0,00 | 4 | 0,00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 12.778 | -3,77 | 177 | 1,72 | ||||
| 2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 5.000 | 0,00 | 69 | 6,15 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 41.249 | -0,07 | 573 | 5,73 | ||||
| 2025-07-07 | 13F | Bangor Savings Bank | 1.057 | -45,99 | 15 | -44,00 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 26.414 | 116,45 | 373 | 133,13 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 100.783 | 1,49 | 1.399 | 7,37 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 15.035 | 0,00 | 209 | 8,33 | ||||
| 2025-07-21 | 13F | Pflug Koory, LLC | 33.682 | 0,00 | 468 | 5,90 | ||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 31.103 | 1,49 | 432 | 7,21 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 313.236 | -21,45 | 4.334 | -17,17 | ||||
| 2025-08-20 | NP | ADANX - AQR Diversified Arbitrage Fund Class N | 119.046 | -13,55 | 1.652 | -8,53 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 73.052 | -44,65 | 1.014 | -41,48 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 153.547 | 8,89 | 2.131 | 15,19 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9.252 | -1,76 | 128 | 4,07 | ||||
| 2025-07-08 | 13F | Arlington Trust Co LLC | 6.000 | 0,00 | 83 | 6,41 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 25.640 | 0,07 | 356 | 5,65 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 930 | 13 | ||||||
| 2025-08-22 | NP | Cornerstone Total Return Fund Inc | 87.486 | -63,05 | 1.214 | -60,91 | ||||
| 2025-07-16 | 13F | Encompass Wealth Advisors, Llc | 14.207 | -37,20 | 197 | -33,45 | ||||
| 2025-04-23 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 47.387 | 3,15 | 658 | 9,14 | ||||
| 2025-05-15 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 951.409 | -0,65 | 13.206 | 5,11 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 36.858 | 244,79 | 512 | 278,52 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 37.334 | -13,43 | 518 | -8,32 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 12.318 | 0,00 | 171 | -1,16 | ||||
| 2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Commons Capital, Llc | 15.127 | 1,34 | 210 | 7,18 | ||||
| 2025-07-24 | 13F | Eastern Bank | 2.199 | 0,00 | 31 | 7,14 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 47.955 | 10,48 | 666 | 16,87 | ||||
| 2025-06-04 | 13F | Pvg Asset Management Corp | 0 | -100,00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2.468 | 0,00 | 34 | 6,25 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 14.914 | -69,25 | 211 | -67,34 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 27.630 | 0,93 | 384 | 6,69 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 32.256 | 29,21 | 448 | 36,70 | ||||
| 2025-05-14 | 13F | ICONIQ Capital, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 37.219 | -0,24 | 517 | 5,52 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 250 | 0,00 | 3 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 34.524 | 1,75 | 479 | 7,64 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 4.027 | 53 | ||||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 257.967 | -2,18 | 3.581 | 3,50 | ||||
| 2025-08-12 | 13F | Bokf, Na | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 114.171 | 95,73 | 1.585 | 107,06 | ||||
| 2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100,00 | 0 | |||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 13.188 | -0,08 | 173 | -5,98 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 380.959 | 3,05 | 5.288 | 9,03 | ||||
| 2025-08-14 | 13F | Quantedge Capital Pte Ltd | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | TPG Advisors LLC | 138.713 | -0,49 | 1.925 | 5,31 | ||||
| 2025-08-05 | 13F | Palogic Value Management, L.P. | 21.371 | -2,29 | 297 | 3,50 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100,00 | 0 | |||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 96.095 | -0,12 | 1.334 | 5,63 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2.895 | 40 | ||||||
| 2025-08-08 | 13F | Creative Planning | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 683 | -35,63 | 9 | -30,77 | ||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 15.760 | 0,00 | 219 | 5,83 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 76.317 | -4,91 | 1.059 | 0,67 | ||||
| 2025-08-14 | 13F | Comerica Bank | 92.866 | 3,05 | 1.289 | 8,97 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 20.656 | 55,19 | 287 | 64,37 | ||||
| 2025-06-12 | 13F/A | Deutsche Bank Ag\ | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 26.302 | 109,85 | 365 | 108,57 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2.528 | 4,08 | 35 | 12,90 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 723.627 | 8,17 | 10.044 | 14,44 | ||||
| 2025-05-02 | 13F | Legacy Capital Wealth Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 302.608 | 7,54 | 4.200 | 13,79 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 5.000 | 0,00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 11.835.003 | 2,03 | 164.270 | 7,94 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 25.251 | 5,92 | 353 | 15,41 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 30.143 | 21,39 | 418 | 28,62 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 58.215 | -0,73 | 808 | 5,07 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 68.604 | 0,24 | 952 | 6,13 | ||||
| 2025-08-07 | 13F | Clarity Wealth Advisors, LLC | 10.091 | -17,10 | 140 | -11,95 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3.600 | 380,00 | 50 | 444,44 | ||||
| 2025-07-23 | 13F | Ameliora Wealth Management Ltd. | 200 | 0,00 | 3 | 0,00 | ||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 293.198 | -36,79 | 4.070 | -33,13 |
