Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Nuveen AMT-Free Quality Municipal Income Fund, omfatter BHILX - BHILL Fund Managed Account Completion Shares, Intellectus Partners, LLC, Linscomb & Williams, Inc., Alpha Financial Partners, LLC, Abel Hall, LLC, Brown Brothers Harriman & Co, Cary Street Partners Financial Llc, Duncker Streett & Co Inc, Caitlin John, LLC, Plan Group Financial, LLC, German American Bancorp, Inc., Quantinno Capital Management LP, Riverstone Advisors, LLC, Chung Wu Investment Group, LLC, Traub Capital Management LLC, og Atlantic Union Bankshares Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 24.195 | 106,37 | 264 | 101,53 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 76.086 | 5,68 | 831 | 2,98 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 209.722 | 23,89 | 2.290 | 20,84 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 53.675 | 586 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 9.215 | 0,71 | 101 | -1,96 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 21.088 | 232 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 105.332 | 17,33 | 1.150 | 14,43 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1.463.113 | 1,97 | 15.977 | -0,58 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 37.785 | 2,89 | 413 | 0,24 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 308.000 | 0,33 | 3.363 | -2,18 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 24.363 | 244,01 | 266 | 250,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 39.837 | 8,14 | 435 | 5,58 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 18.800 | 23,28 | 205 | 20,59 | ||||
| 2025-08-14 | 13F | Comerica Bank | 36.309 | 2,67 | 396 | 0,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 63.537 | 51,99 | 694 | 48,08 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 15.981 | 1,68 | 175 | -1,14 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 266.537 | 20,47 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 50.000 | 546 | ||||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 345.091 | 50,45 | 3.741 | 45,64 | ||||
| 2025-08-07 | 13F | PFG Advisors | 19.650 | 13,58 | 215 | 10,88 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 33.884 | 1,50 | 370 | -0,80 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 112.518 | 0,48 | 1.229 | -2,07 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 13.286 | 1,07 | 145 | -1,36 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4.703 | 0,88 | 51 | -1,92 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1.550 | 17 | ||||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 1.243.338 | 0,39 | 14 | 0,00 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 19.852 | 0,56 | 217 | -2,26 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 276.650 | 36,24 | 3.021 | 32,85 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 37.454 | 409 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 71.645 | 68,97 | 782 | 0,77 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 80.772 | 5,11 | 882 | 2,56 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.807.866 | 0,09 | 19.742 | -2,41 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 24.000 | 262 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 2.202 | 1,99 | 24 | 0,00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 17.287 | 3,22 | 189 | 0,53 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 437 | 2,10 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 12.281 | 134 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 69.904 | 7,88 | 763 | 5,24 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 10.860 | 0,23 | 119 | -2,48 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 47.376 | 69,77 | 518 | 64,97 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 12.650 | 138 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 142.101 | 6,48 | 1.552 | 3,82 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 34.785 | 5,02 | 382 | 2,41 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 13.575 | 148 | ||||||
| 2025-08-18 | 13F/A | Nomura Holdings Inc | 10.000 | 109 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 275.329 | 16,82 | 3.008 | 13,94 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 33.643 | 14,98 | 367 | 12,92 | ||||
| 2025-08-29 | NP | BHILX - BHILL Fund Managed Account Completion Shares | 162.569 | 1.775 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1.045.392 | 145,72 | 11.416 | 139,61 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1.575 | 1,61 | 18 | 0,00 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 23.589 | 0,02 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 433.093 | 6,65 | 4.729 | 3,98 | ||||
| 2025-05-29 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 124.000 | 520,00 | 1.389 | 516,89 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 258 | -2,65 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 37.543 | 84,22 | 410 | 79,39 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 132.672 | 43,03 | 1.461 | 40,66 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 92.592 | 1,42 | 1.011 | -1,08 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 17.836 | 47,02 | 195 | 43,70 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 208.557 | 20,38 | 2.277 | 17,37 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21.670 | 9,43 | 237 | 7,27 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 123.554 | 18,55 | 1.349 | 15,60 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 132.458 | 2,12 | 1.446 | -0,41 | ||||
| 2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 19.142 | 0,07 | 209 | -2,34 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 267.635 | 1,26 | 2.923 | -1,28 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 218.223 | 4,97 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 10.604 | 116 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 67.605 | 203,49 | 738 | 196,39 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 201.115 | 6,87 | 2.196 | 4,22 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 6.000 | 66 | ||||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 651.049 | 5,59 | 7.109 | 2,95 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1.201.417 | 0,69 | 13.120 | -1,83 | ||||
| 2025-07-22 | 13F | Kercheville Advisors, LLC | 133.186 | 1,59 | 1.454 | -0,95 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 255.089 | 3,24 | 2.804 | 0,68 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 3.100 | 34 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 13.286 | 2,70 | 146 | 1,39 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 72.852 | 51,42 | 796 | 47,77 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1.509 | 1,96 | 0 | |||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 11.779 | 129 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 16.239 | 177 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 17.480 | 2,40 | 191 | -0,52 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 322.983 | 5,31 | 3.527 | 2,68 | ||||
| 2025-08-06 | 13F | Smh Capital Advisors Inc | 12.201 | 2,37 | 133 | 0,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 33.834 | 2,67 | 369 | 0,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 52.529 | 2,47 | 574 | -0,17 | ||||
| 2025-07-11 | 13F | Congress Park Capital LLC | 1.302.500 | 12,28 | 14.223 | 9,48 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 127.291 | 1.390 | ||||||
| 2025-07-11 | 13F | Myecfo, Llc | 54.200 | 3,24 | 592 | 0,51 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11.840 | 1,03 | 0 | |||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 451.839 | 14,94 | 4.967 | 12,10 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 17.544 | 2,01 | 192 | -0,52 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 18.794 | 0,80 | 205 | -1,44 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 13.450 | 147 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 28.755 | 30,67 | 314 | 27,64 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 32.278 | 11,95 | 352 | 8,98 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 14.073 | 11,02 | 154 | 8,51 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 171.234 | 31,24 | 1.870 | 27,99 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1.950.271 | 0,01 | 21.297 | -2,49 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 46.752 | 38,41 | 511 | 34,92 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 3.030 | 49,26 | 33 | 50,00 | ||||
| 2025-08-05 | 13F | Palogic Value Management, L.P. | 317.146 | 11,96 | 3.463 | 9,17 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 147.369 | 7,28 | 1.609 | 4,62 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 21.322 | 0 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 120.298 | 37,63 | 1.314 | 34,25 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 19.044 | 1,84 | 208 | -0,96 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 15.733 | 14,56 | 172 | 11,76 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 781.188 | 10,20 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10.500 | 115 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 22.659 | 0,71 | 247 | -1,59 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6.630 | 72 | ||||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 4.716 | 1,99 | 52 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25.003 | 8,03 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 20.802 | 8,89 | 223 | 4,69 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1.225.851 | 7,82 | 13.386 | 5,12 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 208.401 | 32,99 | 2.276 | 29,63 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 130.344 | 0,02 | 1.423 | -2,47 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 23.418 | 4,46 | 256 | 1,59 | ||||
| 2025-08-14 | 13F | Capital & Planning, Llc | 125.210 | 4,05 | 1.367 | 1,48 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 427.255 | 7,34 | 4.666 | 4,67 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 152.180 | 1.673 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1.067 | 1.381,94 | 12 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 122.591 | 0,07 | 1.339 | -2,48 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 63.403 | 96,68 | 692 | 91,69 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 22.457 | 814,00 | 245 | 807,41 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 29.552 | 21,37 | 323 | 18,38 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 25.762 | 1,75 | 281 | -0,71 | ||||
| 2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 1.287.198 | 10,59 | 14.056 | 7,82 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1.051.652 | 2,23 | 11.484 | -0,32 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 43.657 | 38,30 | 477 | 34,84 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 27.884 | 42,53 | 304 | 38,81 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 25.716 | 14,73 | 281 | 17,15 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 58.262 | 2,22 | 636 | -0,31 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1.966 | 278,81 | 21 | 320,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 209.829 | 27,05 | 2.291 | 23,90 | ||||
| 2025-08-12 | 13F | Riverstone Advisors, LLC | 10.088 | 110 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 11.839 | 130 | ||||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 15.393 | 7,80 | 168 | 5,66 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 9.200 | 5,75 | 100 | 3,09 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 140.389 | 1.533 | ||||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 70.828 | 0,90 | 773 | -1,65 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 18.541 | 1,16 | 202 | -1,46 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 33.349 | 0,15 | 364 | -2,15 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 49.274 | 538 |
