Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Nuveen Preferred Securities & Income Opportunities Fund, omfatter SILVER OAK SECURITIES, Inc, Concord Asset Management, LLC/VA, Quantinno Capital Management LP, og Umb Bank N A/mo .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 500 | 10 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 11.196 | 233 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 10.605 | 221 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 128.390 | 25,83 | 2.671 | 33,08 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3.017 | 11,21 | 63 | 16,98 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 252.821 | 83,05 | 5.259 | 93,59 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 217.961 | 42,21 | 4.534 | 50,40 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 200 | 4 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 12.585 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 9.727 | 202 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 10.605 | 2,51 | 221 | 8,37 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 46.108 | 10,65 | 959 | 17,09 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 14.961 | 1,40 | 307 | 5,14 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3.833 | 65,29 | 80 | 75,56 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 10.566 | 220 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 82.150 | 1,24 | 1.670 | 1,64 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 29.644 | 2,34 | 617 | 8,26 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 137.013 | 12,42 | 2.850 | 18,86 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 376.929 | 7.840 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.622 | 1,38 | 34 | 6,45 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 9.820 | 204 |
