Grundlæggende statistik
| Institutionelle ejere | 15 total, 15 long only, 0 short only, 0 long/short - change of -89,89% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1128 % - change of 1,05% MRQ |
| Institutionelle aktier (lange) | 728.195 (ex 13D/G) - change of -32,17MM shares -97,79% MRQ |
| Institutionel værdi (lang) | $ 10.691 USD ($1000) |
Institutionelt ejerskab og aktionærer
Nuveen S&P 500 Buy-Write Income Fund (US:BXMX) har 15 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 728,195 aktier. Største aktionærer omfatter Commonwealth Equity Services, Llc, Colony Group, LLC, Prosperity Wealth Management, Inc., Comerica Bank, Puff Wealth Management, Llc, IFP Advisors, Inc, Concurrent Investment Advisors, LLC, Snowden Capital Advisors LLC, Global Retirement Partners, LLC, and Private Trust Co Na .
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 March 27, 2026 is 13,26 / share. Previously, on May 27, 2025, the share price was 13,46 / share. This represents a decline of 1,49% 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
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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.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2026-04-08 | MORGAN STANLEY | 11,325,065 | 0 | -100.00 | 0.00 | -100.00 |
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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Palogic Value Management, L.P. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Quarry LP | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Bayban | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Medallion Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Pasadena Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | NCP Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | PMG Family Office LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | SHP Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 10.339 | 152 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 0 | 0 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Key FInancial Inc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | CoreFirst Bank & Trust | 930 | 0,00 | 14 | 0,00 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 18.947 | -34,55 | 285 | -33,18 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Mariner, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Eastern Bank | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Shaker Financial Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Ameliora Wealth Management Ltd. | 200 | 0,00 | 3 | 0,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Glen Eagle Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Kilter Group LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Commons Capital, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Horizon Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Private Trust Co Na | 2.000 | 0,00 | 27 | -10,34 | ||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Cnh Partners Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Arlington Trust Co LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Islay Capital Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Bank of New York Mellon Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Almitas Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | FNY Investment Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Puff Wealth Management, Llc | 72.819 | -6,50 | 1.070 | -4,89 | ||||
| 2026-05-12 | 13F | Quantedge Capital Pte Ltd | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Summit Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Landscape Capital Management, L.l.c. | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100,00 | 0 | |||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 126.381 | 0,70 | 1.858 | 2,48 | ||||
| 2026-01-05 | 13F | Chesapeake Asset Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | BOK Financial Private Wealth, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Absolute Investment Advisers Llc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Signaturefd, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Creative Planning | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Cwm, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-24 | 13F | Patten Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Cornerstone Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | SOUTH STATE Corp | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Matrix Trust Co | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Triumph Capital Management | 0 | -100,00 | 5 | -98,50 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-01 | 13F | Bangor Savings Bank | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Logan Stone Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Huntington National Bank | 37 | 2,78 | ||||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Colony Group, LLC | 138.187 | 355,48 | 2.025 | 362,10 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | KLCM Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 406 | 6 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 811 | 12 | ||||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 245.449 | -15,98 | 3.608 | 90.100,00 | ||||
| 2026-05-15 | 13F | Wealth Preservation Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Newbridge Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Hoese & Co LLP | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 14.101 | 10,50 | 207 | 12,50 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Commerce Bank | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Invesco Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Allworth Financial LP | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | TPG Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Morgan Stanley | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Northwest Capital Management Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Ionic Capital Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Stifel Financial Corp | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-07 | 13F | Integrated Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wealth Dimensions Group, Ltd. | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | Kovitz Investment Group Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Decision Investments, Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Polar Asset Management Partners Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 0 | -100,00 | 0 | |||||
| 2026-04-20 | 13F | Apella Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Citigroup Inc | 0 | -100,00 | 0 | |||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Apriem Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | Comerica Bank | 92.980 | -3,68 | 1.367 | -1,94 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Green Harvest Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 4.645 | 68 | ||||||
| 2026-02-06 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Sims Investment Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 0 | -100,00 | 0 |