Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Nuveen Floating Rate Income Fund, omfatter Kanen Wealth Management LLC, Readystate Asset Management Lp, Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF, Summit Financial, LLC, Noble Wealth Management PBC, Ronald Blue Trust, Inc., og Evolution Wealth Management Inc. .
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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 191.938 | 130,09 | 1.626 | 130,17 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 43.973 | 7,13 | 372 | 7,20 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 191.695 | 10,64 | 1.624 | 10,63 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 359.399 | 10,63 | 3.044 | 10,65 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 8.417 | 15,03 | 71 | 16,39 | ||||
| 2025-07-11 | 13F | Congress Park Capital LLC | 2.818.767 | 16,40 | 23.875 | 16,40 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 136 | 3,03 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 282.433 | 11,61 | 2.392 | 11,62 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 9.346 | 79 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.167.755 | 0,20 | 9.890 | 0,20 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4.919 | 77,52 | 42 | 86,36 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7.622.877 | 0,63 | 64.566 | 0,62 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 2.086.378 | 3,05 | 18 | 0,00 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 131.286 | 1.112 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 57.247 | 485 | ||||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 223 | 2 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 253.232 | 5,03 | 2.145 | 5,00 | ||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF | 38.180 | 312 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 1.128.692 | 3,23 | 9.560 | 3,24 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 1.331.047 | 13,48 | 11.274 | 13,48 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 25.050 | 212 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 23.914 | 4,16 | 203 | 4,12 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 46.975 | 398 | ||||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 26.605 | 0,55 | 225 | 0,45 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 570 | 5 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 78.780 | 1,16 | 667 | 1,21 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 900 | 8 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 384.971 | 0,27 | 3.261 | 0,28 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 13.364 | 3,12 | 113 | 3,67 | ||||
| 2025-07-17 | 13F | GraniteShares Advisors LLC | 310.253 | 6,67 | 2.628 | 6,66 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 375 | 3 | ||||||
| 2025-06-25 | NP | VPC - Virtus Private Credit Strategy ETF | 119.355 | 14,88 | 976 | 9,29 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 81.774 | 0,09 | 696 | 0,58 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 17.614 | 0,18 | 149 | -4,49 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 14.032 | 2,41 | 119 | 1,72 | ||||
| 2025-08-14 | 13F | UBS Group AG | 984.051 | 7,00 | 8.335 | 7,00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 87.579 | 47,25 | 742 | 47,32 | ||||
| 2025-07-30 | NP | HYIN - WisdomTree Alternative Income Fund N/A | 213.295 | 19,24 | 1.764 | 15,61 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 112.075 | 0,83 | 949 | 0,85 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 105.501 | 8,87 | 899 | 9,51 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 71.767 | 146,49 | 608 | 146,75 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 44.101 | 9,59 | 374 | 9,71 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2.547.116 | 4,19 | 21.574 | 4,19 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 15.287 | 0,31 | 129 | 0,00 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 53.034 | 182,74 | 449 | 184,18 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.985 | 5,19 | 17 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 57.730 | 0,30 | 489 | 0,21 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 22.139 | 2,75 | 188 | 2,75 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 2.089.952 | 4,85 | 17.702 | 4,85 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 46.050 | 338,57 | 390 | 343,18 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 93.438 | 0,56 | 1 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 5.963 | 3,09 | 51 | 4,17 | ||||
| 2025-07-15 | 13F | Kanen Wealth Management LLC | 138.450 | 1.173 | ||||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 13.950 | 7,72 | 118 | 8,26 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 145.407 | 1,28 | 1.232 | 1,23 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 56.021 | 8,43 | 474 | 8,47 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 1.666 | 150,15 | 14 | 180,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 128.855 | 1,65 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 63.664 | 51,36 | 539 | 51,40 | ||||
| 2025-06-30 | NP | CVY - Invesco Zacks Multi-Asset Income 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 | 146.947 | 26,91 | 1.202 | 20,80 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 717.177 | 4,22 | 6.074 | 4,22 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.688 | 94,02 | 14 | 100,00 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 2.065.118 | 2,00 | 17.492 | 1,99 | ||||
| 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 | 1.969.482 | 50,50 | 16.288 | 45,91 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 100.898 | 9,93 | 855 | 9,91 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 1.808.320 | 25,23 | 15.316 | 25,23 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 220.059 | 8,41 | 1.864 | 8,38 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 637.244 | 3,34 | 5.400 | 3,35 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6.216 | 9,49 | 53 | 4,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 540 | 5 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 78.614 | 20,35 | 666 | 20,25 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 14.091 | 121 | ||||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 69.041 | 0,27 | 585 | 0,17 | ||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 35.523 | 17,04 | 301 | 16,73 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2.792.247 | 1,92 | 23.650 | 1,92 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 20.076 | 13,73 | 170 | 14,09 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 24.505 | 4,87 | 208 | 5,08 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 3.742 | 32 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 63.998 | 1,74 | 542 | 1,88 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 43.420 | 5,03 | 368 | 4,86 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 333 | 3 | ||||||
| 2025-08-05 | 13F | Next Capital Management LLC | 29.789 | 252 | ||||||
| 2025-08-29 | NP | GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF | 310.253 | 6,67 | 2.628 | 6,66 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2.683.125 | 0,77 | 22.726 | 0,77 |
