Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Nuveen New York Quality Municipal Income Fund, omfatter Lionshead Wealth Management, LLC, Cresset Asset Management, LLC, og Equitable Holdings, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 208.172 | 5,06 | 2.375 | 5,37 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 15.156 | 1,75 | 0 | |||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 714.149 | 4,94 | 8.148 | 5,22 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 72.455 | 67,82 | 827 | 68,23 | ||||
| 2025-07-07 | 13F | OMNI 360 Wealth, Inc. | 27.267 | 12,08 | 311 | 12,68 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 57.758 | 1,99 | 1 | |||||
| 2025-08-12 | 13F | Lionshead Wealth Management, LLC | 63.700 | 731 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 13.826 | 1,80 | 158 | 1,95 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 91.955 | 33,62 | 1.049 | 33,97 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 13.851 | 0,36 | 158 | 0,64 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9.000 | 5,88 | 103 | 6,25 | ||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 33.884 | 59,20 | 389 | 60,33 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 21.893 | 251 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 22.178 | 8,10 | 253 | 8,58 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 27.000 | 170,00 | 301 | 166,37 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 17.355 | 17,62 | 198 | 18,56 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 41.459 | 36,84 | 473 | 37,50 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 18.276 | 209 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 14.930 | 41,26 | 171 | 41,67 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 549.538 | 2,90 | 6.270 | 3,18 | ||||
| 2025-07-14 | 13F | Opal Wealth Advisors, LLC | 12.143 | 1,12 | 139 | 1,47 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 39.769 | 4,33 | 454 | 4,62 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 834 | 0 | ||||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 11.739 | 1,92 | 134 | 1,53 |
