Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Nuveen Dow 30 Dynamic Overwrite Fund, omfatter Summit Financial, LLC, Lido Advisors, LLC, HighTower Advisors, LLC, Kapstone Financial Advisors LLC, Fortitude Family Office, LLC, Ameritas Advisory Services, LLC, Smallwood Wealth Investment Management, LLC, Newbridge Financial Services Group, Inc., og GAMMA Investing LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Stolper Co | 35.524 | 7,86 | 1 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 500 | 7 | ||||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 712.188 | 144,65 | 10.213 | 142,11 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13.327 | 4,82 | 191 | 3,80 | ||||
| 2025-08-14 | 13F | Quantedge Capital Pte Ltd | 36.100 | 5,87 | 518 | 4,66 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 2.857 | 219,22 | 41 | 233,33 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 472.330 | 1,64 | 6.773 | 0,59 | ||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 337.825 | 5,43 | 4.844 | 4,35 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 13.432 | 193 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 19.000 | 278 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 50.625 | 57,11 | 726 | 55,58 | ||||
| 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 | 563.350 | 0,62 | 7.983 | -6,20 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 15.971 | 229 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 59.958 | 106,74 | 860 | 107,49 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 12.665 | 182 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 459.536 | 70,11 | 6.728 | 68,30 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 14.528 | 3,32 | 208 | 2,46 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 94.562 | 22,62 | 1.356 | 21,40 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 595.485 | 3,63 | 8.539 | 2,56 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 35 | 1 | ||||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 6.060 | 87 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14.341 | 12,40 | 206 | 11,41 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 13.427 | 0,03 | 195 | -3,96 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 48.459 | 28,98 | 695 | 27,57 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 85.442 | 1 | ||||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 353.986 | 2.754,96 | 5.076 | 2.735,75 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 100.592 | 15,60 | 1.443 | 14,52 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 25.681 | 0,51 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 196.371 | 40,71 | 2.816 | 39,22 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11.900 | 11,83 | 171 | 10,39 | ||||
| 2025-07-24 | NP | CEFS - Saba Closed-End Funds ETF | 61.569 | 2.952,50 | 872 | 2.806,67 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 78.244 | 7,81 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 61.078 | 9,68 | 876 | 8,56 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1.208 | 2,11 | 17 | 0,00 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1.104 | 2,03 | 16 | 0,00 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 651 | 9 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 7.401 | 2,10 | 106 | 0,95 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 805 | 12 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 249.718 | 11,79 | 3.581 | 10,63 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 18.436 | 270 |
