Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Nuveen Real Asset Income and Growth Fund, omfatter Abel Hall, LLC, Merit Financial Group, LLC, Alteri Wealth LLC, Mount Yale Investment Advisors, LLC, Ronald Blue Trust, Inc., Tsfg, Llc, og Creekmur Asset 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.
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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 | Patriot Financial Group Insurance Agency, LLC | 23.383 | 2,27 | 316 | 6,78 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 132.136 | 10,40 | 1.784 | 15,18 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 6 | 0 | ||||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 13.591 | 0,11 | 183 | 4,57 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 10.277 | 139 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2.935 | 40 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 113.496 | 14,96 | 1.499 | 16,56 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 48.728 | 658 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 96.176 | 49,63 | 1.298 | 56,01 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 234.930 | 2,05 | 3 | 50,00 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 9.005 | 3,53 | 122 | 8,04 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 751.974 | 3,04 | 10 | 11,11 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.446.203 | 3,85 | 19.524 | 8,34 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 32.701 | 59,45 | 441 | 66,42 | ||||
| 2025-08-14 | 13F | UBS Group AG | 135.514 | 66,48 | 1.829 | 73,69 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp 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 | 52.179 | 1,82 | 675 | 1,20 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 118.098 | 0,79 | 1.594 | 5,15 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 156.265 | 37,51 | 2.110 | 43,47 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 179.215 | 10,89 | 2.419 | 15,69 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12.076 | 0,68 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 148.954 | 2,25 | 2.011 | 6,68 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 102 | 0 | ||||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 25.008 | 3,10 | 338 | 7,67 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 162.777 | 4,97 | 2.197 | 9,52 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 33.000 | 446 | ||||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 744.314 | 1,99 | 10.048 | 6,41 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 400 | 5 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 200 | 3 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6.822 | 1,61 | 92 | 13,58 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 47.219 | 10,95 | 1 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 67.025 | 3,06 | 905 | 7,49 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 16.365 | 221 | ||||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 1.206 | 16 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 12.772 | 172 | ||||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 29.916 | 0,66 | 404 | 4,95 |
