Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Nuveen Preferred & Income Opportunities Fund, omfatter Wealth Effects Llc, McAlister, Sweet & Associates, Inc., Segall Bryant & Hamill, Llc, Dakota Wealth Management, Sagespring Wealth Partners, Llc, Osbon Capital Management Llc, Larson Financial Group LLC, Tucker Asset Management Llc, Leo H. Evart, Inc., POM Investment Strategies, LLC, Motiv8 Investments LLC, Beaird Harris Wealth Management, LLC, Abound Wealth Management, Root Financial Partners, LLC, og Golden State Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-12-16 | 13F | Emergent Wealth Advisors, LLC | 0 | 0 | ||||||
| 2026-02-13 | 13F | Motiv8 Investments LLC | 627 | 0 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 1.681 | 13 | ||||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 53.244 | 23,06 | 401 | 14,57 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 93.553 | 3,37 | 711 | -3,13 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 22.999 | 0,13 | 173 | -6,99 | ||||
| 2026-05-12 | 13F | Creative Planning | 34.277 | 15,94 | 258 | 7,95 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 115.387 | 3,62 | 1 | |||||
| 2026-04-28 | 13F | Abel Hall, LLC | 83.600 | 19,43 | 630 | 11,11 | ||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 22.242 | 0,30 | 168 | -6,70 | ||||
| 2026-05-12 | 13F | Ausdal Financial Partners, Inc. | 16.706 | 0,07 | 126 | -7,41 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 28.466 | 31,18 | 222 | 26,29 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2.881.952 | 154,93 | 21.730 | 136,99 | ||||
| 2026-04-28 | 13F | W.H. Cornerstone Investments Inc. | 10.649 | 1,53 | 80 | -5,88 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 284 | 2 | ||||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 16.887 | 127 | ||||||
| 2026-04-23 | 13F | SageGuard Financial Group, LLC | 27.062 | 1,27 | 204 | -5,56 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 4.071.964 | 6,49 | 30.703 | -1,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 744.388 | 13,28 | 5.613 | 5,31 | ||||
| 2026-05-15 | 13F | TCG Advisory Services, LLC | 37.578 | 53,62 | 283 | 42,93 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 45.844 | 42,61 | 346 | 32,69 | ||||
| 2026-04-21 | 13F | Wealth Effects Llc | 56.090 | 423 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 1.194.265 | 16,44 | 9.005 | 8,26 | ||||
| 2026-04-20 | 13F | Cottage Street Advisors LLC | 49.799 | 0,03 | 375 | -6,95 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 9.084 | 13,55 | 68 | 6,25 | ||||
| 2026-05-01 | 13F | Wealthspire Advisors, LLC | 202.659 | 0,23 | 1.528 | -6,77 | ||||
| 2026-05-15 | 13F | Segall Bryant & Hamill, Llc | 13.015 | 105 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 32.979 | 249 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 86.099 | 514,51 | 649 | 474,34 | ||||
| 2026-04-30 | 13F | Beacon Financial Group | 16.332 | 1,37 | 123 | -5,38 | ||||
| 2026-05-14 | 13F | StoneX Group Inc. | 92.101 | 18,80 | 700 | 11,31 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4.399.194 | 1,95 | 33.170 | -5,22 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 24.017 | 3,93 | 181 | -3,21 | ||||
| 2026-04-22 | 13F | J. L. Bainbridge & Co., Inc. | 21.629 | 13,89 | 163 | 5,84 | ||||
| 2026-04-17 | 13F | Certified Advisory Corp | 11.451 | 1,16 | 86 | -5,49 | ||||
| 2026-05-19 | 13F | Royal Fund Management, LLC | 14.034 | 1,53 | 106 | -6,25 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 27.624 | 67,57 | 224 | 64,71 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 982.812 | 2,17 | 7.410 | -5,01 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 454.737 | 0,04 | 3.457 | -7,89 | ||||
| 2026-05-15 | 13F | Boothbay Fund Management, Llc | 13.018 | 98 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 888.223 | 12,73 | 6.697 | 4,82 | ||||
| 2026-04-24 | 13F | Smithbridge Asset Management Inc/de | 32.062 | 242 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 82.462 | 22,31 | 622 | 13,74 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 11.345 | 28,94 | 86 | |||||
| 2026-05-07 | 13F | Dakota Wealth Management | 12.092 | 91 | ||||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 66.075 | 498 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 67.725 | 0,14 | 511 | -6,93 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 9.386 | 0,31 | 71 | -6,67 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 71.079 | 7,31 | 536 | -0,37 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 1.249 | 10 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 68.970 | 100,00 | 520 | 86,38 | ||||
| 2026-05-01 | 13F | Mission Hills Financial Advisory, LLC | 112.170 | 29,10 | 846 | 20,03 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 184 | 1.740,00 | 1 | |||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 21.521 | 53,49 | 162 | 43,36 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 18.955 | 7,45 | 143 | -0,70 | ||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 699 | 5 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 23.107 | 0,93 | 174 | -5,95 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 338.977 | 0,64 | 2.556 | -6,44 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 431.675 | 1,89 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 47.450 | 40,18 | 358 | 30,29 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 70.860 | 617,21 | 534 | 567,50 | ||||
| 2026-05-01 | 13F | Concord Wealth Partners | 28.150 | 1,53 | 212 | -5,36 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 49.695 | 0,97 | 403 | 0,00 | ||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 29.949 | 0,18 | 226 | -7,02 | ||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 3.000 | 0 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 12.776 | 96 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 588 | 4 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 59.402 | 69,64 | 448 | 57,95 | ||||
| 2026-05-20 | 13F | Leigh Baldwin & Co., Llc | 10.538 | 1,52 | 79 | -5,95 | ||||
| 2026-04-24 | 13F | Wagner Wealth Management, Llc | 23.718 | 1,08 | 179 | -6,32 | ||||
| 2026-05-14 | 13F | Beaird Harris Wealth Management, LLC | 624 | 5 | ||||||
| 2026-04-28 | 13F | Berger Financial Group, Inc | 24.344 | 0,68 | 184 | -6,63 | ||||
| 2026-04-27 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 67.250 | 6,32 | 507 | -0,98 | ||||
| 2026-05-06 | 13F | Kingstone Capital Partners Texas, LLC | 28.578 | 9,93 | 215 | 1,90 | ||||
| 2026-05-05 | 13F | Prairie Wealth Advisors, Inc. | 0 | 258 | -0,39 | |||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 13.705 | 0,24 | 103 | -6,36 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 37.182 | 18,44 | 280 | 10,24 | ||||
| 2026-04-23 | 13F | Catalina Capital Group, LLC | 24.627 | 0,25 | 186 | -7,04 | ||||
| 2026-05-11 | 13F | Integrity Advisory Solutions, LLC | 11.663 | 9,44 | 88 | 1,16 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 155.624 | 6,06 | 1.173 | -1,43 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 56.984 | 0,11 | 444 | -3,90 | ||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 22.572 | 0,31 | 170 | -6,59 | ||||
| 2026-05-14 | 13F | Hrt Financial Lp | 37.687 | 0 | ||||||
| 2026-05-01 | 13F | 180 Wealth Advisors, Llc | 12.863 | 0,17 | 97 | -7,69 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 15.908 | 1,53 | 120 | -6,30 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 206.694 | 113,37 | 1.558 | 98,47 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 4.777.122 | 5,64 | 36.019 | -1,79 | ||||
| 2026-05-15 | 13F | Huntington National Bank | 45 | 25,00 | ||||||
| 2026-05-14 | 13F | Tempo Wealth, LLC | 13.233 | 1,53 | 100 | -5,71 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 99.353 | 749 | ||||||
| 2026-04-23 | 13F | Etesian Wealth Advisors, Inc. | 14.500 | 3,57 | 109 | -3,54 | ||||
| 2026-04-24 | 13F | Stock Yards Bank & Trust Co | 12.304 | 12,84 | 93 | 4,55 | ||||
| 2026-04-07 | 13F | Sage Capital Advisors,llc | 43.899 | 4,04 | 331 | -3,22 | ||||
| 2026-05-12 | 13F | Clark Wealth Partners | 494 | 4 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 16.828 | 127 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 794.989 | 4,88 | 5.985 | -2,64 | ||||
| 2026-04-14 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 99 | 1 | ||||||
| 2026-04-02 | 13F | McAlister, Sweet & Associates, Inc. | 17.191 | 130 | ||||||
| 2026-05-14 | 13F/A | Leo H. Evart, Inc. | 741 | 6 | ||||||
| 2026-04-21 | 13F | GHP Investment Advisors, Inc. | 2.228 | 81,29 | 17 | 77,78 | ||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 15.387 | 211,29 | 118 | 192,50 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 74.508 | 50,31 | 562 | 39,55 | ||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 35.255 | 2,47 | 266 | -5,02 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 351.622 | 7,56 | 2.651 | 0,00 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 1.214.016 | 1,99 | 9.154 | -5,18 | ||||
| 2026-05-01 | 13F | Mueller Wealth, LLC | 26.657 | 38,93 | 201 | 29,03 | ||||
| 2026-05-15 | 13F | PSI Advisors, LLC | 15.861 | 120 | ||||||
| 2026-05-08 | 13F | King Luther Capital Management Corp | 133 | |||||||
| 2026-04-29 | 13F | Cary Street Partners Financial Llc | 137.079 | 5,02 | 1.034 | -2,36 | ||||
| 2026-04-17 | 13F | Aspire Growth Partners LLC | 12.756 | 1,53 | 96 | -4,95 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 10.561 | 80 | ||||||
| 2026-05-15 | 13F | Change Path, LLC | 17.887 | 0,65 | 135 | -6,94 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 16.622 | 23,80 | 125 | 15,74 | ||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 17.274 | 37,60 | 130 | 28,71 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 4.700 | 35 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 265 | 2 | ||||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 44.644 | 9,19 | 337 | 1,51 | ||||
| 2026-04-13 | 13F | Trust Co | 681 | 0,74 | 5 | 0,00 | ||||
| 2026-05-13 | 13F | Benchmark Investment Advisors LLC | 88.000 | 664 | ||||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 24.475 | 19,54 | 185 | 10,84 | ||||
| 2026-04-29 | 13F/A | Salem Investment Counselors Inc | 374 | 3 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 137.282 | 11,20 | 1.035 | 3,40 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 1.536.912 | 26,88 | 11.586 | 17,95 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 28.882 | 56,74 | 218 | 45,64 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 52.594 | 5.016,15 | 427 | 5.225,00 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 84.083 | 0,48 | 634 | -6,64 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 36.773 | 7,78 | 281 | 1,81 | ||||
| 2026-04-30 | 13F | Mosaic Family Wealth Partners, Llc | 61.444 | 463 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 198.972 | 1,07 | 1.500 | -6,02 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 803.340 | 9,55 | 6.057 | 1,85 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 1.907.472 | 0,56 | 14.382 | -6,51 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 90.392 | 682 | ||||||
| 2026-05-14 | 13F | Fca Corp /tx | 526.494 | 2,10 | 3.970 | -5,09 | ||||
| 2026-05-15 | 13F | Wright Wealth Llc | 194.179 | 12,25 | 1.464 | 4,42 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 275 | 2 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 98.708 | 0,36 | 780 | -2,99 | ||||
| 2026-05-14 | 13F | Virtu Financial LLC | 38.097 | 0 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 23.967 | 181 | ||||||
| 2026-04-27 | 13F | JB Capital LLC | 17.632 | 0,36 | 133 | -7,04 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 28.400 | 9,93 | 218 | 3,33 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 4.648.791 | 5,58 | 35.052 | -1,84 | ||||
| 2026-05-15 | 13F | Investmark Advisory Group LLC | 48.023 | 5,58 | 362 | -1,63 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 2.765 | 21 | ||||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 38.221 | 31,53 | 307 | 30,21 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 2.279.903 | 1,19 | 17.190 | -5,92 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 4.039 | 30 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 140 | 1 | ||||||
| 2026-04-15 | 13F | Johnson & White Wealth Management, LLC | 11.911 | 1,22 | 90 | -6,32 | ||||
| 2026-04-17 | 13F | RFG Advisory, LLC | 22.373 | 18,58 | 169 | 9,80 | ||||
| 2026-05-14 | 13F | Jupiter Wealth Management LLC | 168.733 | 1.346 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 10.931 | 82 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 17.322 | 4,78 | 141 | 3,70 | ||||
| 2026-05-07 | 13F | Pacific Wealth Strategies Group, Inc. | 20.000 | 53,85 | 151 | 42,86 | ||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 539.130 | 0,41 | 4.065 | -6,64 |
