Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Nuveen California AMT-Free Quality Municipal Income Fund, omfatter Balyasny Asset Management Llc, Modern Wealth Management, LLC, og Hrt Financial Lp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Wedbush Securities Inc | 57.286 | 0,18 | 1 | |||||
| 2025-08-08 | 13F | Creative Planning | 21.216 | 0,41 | 250 | -6,39 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 2.135 | 0 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 15.229 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 83.841 | 23,03 | 987 | 15,05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21.650 | 47,78 | 255 | 38,59 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 389.784 | 0,36 | 4.588 | -6,18 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 17.026 | 1,19 | 200 | -5,21 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 12.100 | 14,15 | 0 | |||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 536 | 98,52 | 6 | 100,00 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 52.479 | 618 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 19.913 | 3,17 | 234 | -3,70 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 24.574 | 2,08 | 289 | -4,62 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 486.257 | 5,47 | 5.723 | -1,40 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 24.192 | 0,02 | 278 | -8,55 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 45.993 | 2,30 | 541 | -4,42 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15.724 | 185 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 12 | 0 | ||||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 83.221 | 980 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 35.401 | 2,16 | 417 | -4,59 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 510 | 6 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 34.761 | 0,03 | 409 | -6,41 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 19.215 | 0,32 | 226 | -6,22 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 21.185 | 249 | ||||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 33.487 | 0,40 | 394 | -5,97 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.695.981 | 10,58 | 31.732 | 3,38 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 227.772 | 4,84 | 2.681 | -2,01 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.599 | 31 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 152.002 | 0,82 | 1.801 | -5,71 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 27.519 | 0 |
