Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Nuveen New York AMT-Free Quality Municipal Income Fund, omfatter Traub Capital Management LLC, BCS Private Wealth Management, Inc., Balyasny Asset Management Llc, Financial Network Wealth Management LLC, WPG Advisers, LLC, og Comerica Bank .
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 | Mariner, LLC | 63.813 | 3,98 | 632 | 0,00 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 30.000 | 297 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 445.312 | 1,92 | 4.413 | -1,93 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 16.630 | 9,91 | 165 | 5,81 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 44.500 | 15,58 | 441 | 11,11 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1.056.567 | 9,45 | 10.471 | 5,30 | ||||
| 2025-08-08 | 13F | Creative Planning | 11.281 | 112 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 683.107 | 26,23 | 6.770 | 21,46 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 69.132 | 587,88 | 1 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 43.068 | 307,53 | 429 | 293,58 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 18.765 | 3,23 | 186 | -1,07 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 260.163 | 1,00 | 2.578 | -2,83 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 24.600 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 75.032 | 3,33 | 1 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11.973 | 0,47 | 119 | -2,48 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 128.919 | 8,46 | 1.278 | 4,33 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 0 | |||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9.243 | 45,72 | 92 | 40,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 28.468 | 14,39 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 53.359 | 529 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 81.910 | 27,39 | 779 | 17,52 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 17.174 | 6,69 | 170 | 3,03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 70.210 | 14,69 | 696 | 10,32 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 41.891 | 415 | ||||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 12.123 | 120 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 263.169 | 4,22 | 2.608 | 0,27 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 50.778 | 39,30 | 503 | 34,13 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 57.098 | 47,10 | 566 | 41,60 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 68.929 | 1.449,66 | 683 | 1.417,78 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 14.103 | 140 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1.573 | 16 | ||||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 7.421 | 0 | ||||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 130 | 1 | ||||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 140.575 | 96,66 | 1.393 | 89,27 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 46.763 | 1,15 | 0 | |||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 256.231 | 7,16 | 2.539 | 3,13 | ||||
| 2025-08-14 | 13F | Comerica Bank | 20 | 0 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 206 | 2 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 3.113 | 48,24 | 31 | 42,86 |
