Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Nuveen Municipal Value Fund, Inc., omfatter ROBAX - Robinson Tax Advantaged Income Fund Class A Shares, Robinson Capital Management, Llc, Whitaker-Myers Wealth Managers, LTD., Element Wealth, LLC, Golden State Equity Partners, Franklin Resources Inc, Plan Group Financial, LLC, Coordinated Financial Services, Inc., SOUTH STATE Corp, Sofos Investments, Inc., Marshall & Sullivan Inc /wa/, Valley National Advisers Inc, 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.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Golden State Equity Partners | 16.066 | 140 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2.758.585 | 37,10 | 23.972 | 35,86 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 153.522 | 47,53 | 1.334 | 46,27 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 108.596 | 17,51 | 944 | 16,42 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1.785.135 | 13,99 | 15.513 | 12,95 | ||||
| 2025-07-11 | 13F | Congress Park Capital LLC | 551.632 | 9,69 | 4.794 | 8,68 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 72.066 | 3,42 | 626 | 2,45 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 20.941 | 0,21 | 182 | -1,09 | ||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 132.065 | 0,88 | 1.152 | -0,09 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6.718 | 58 | ||||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 11.956 | 1,12 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 14.382 | 0,43 | 125 | -0,80 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 25.163 | 2,83 | 219 | 1,87 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 49.537 | 0,21 | 430 | -0,69 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4.370 | 0,88 | 38 | 0,00 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 27.664 | 240 | ||||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 13.497 | 0,39 | 117 | 0,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 34.026 | 4,14 | 296 | 3,15 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 44.225 | 10,88 | 384 | 10,03 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.753 | 33 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1.942 | 1,89 | 17 | 0,00 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 10.000 | 87 | ||||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 47.337 | 411 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 431.719 | 72,83 | 3.747 | 71,49 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 105.301 | 0,00 | 915 | -0,87 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 1.917.495 | 11,29 | 16.663 | 10,28 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 4.806 | 1,12 | 42 | 0,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2.280 | 20 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 17.359 | 0,28 | 151 | -0,66 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 11.761 | 9,29 | 102 | 8,51 | ||||
| 2025-07-22 | 13F | Orca Wealth Management, LLC | 20.266 | 0,95 | 176 | 0,00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 22.913 | 199 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 750 | 7 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 22.511 | 9,75 | 196 | 8,94 | ||||
| 2025-08-27 | NP | ROBAX - Robinson Tax Advantaged Income Fund Class A Shares | 165.384 | 1.437 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 8.147 | 8,61 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 27.274 | 237 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 14.110 | 0,12 | 123 | -0,81 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 42.700 | 1,06 | 371 | 0,27 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 22.332 | 50,87 | 194 | 50,39 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 2.178 | 1,11 | 19 | 0,00 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 12.978 | 113 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 897 | 8 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 13.060 | 113 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 436 | 0,46 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6.915.017 | 0,47 | 60.091 | -0,45 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 27.021 | 85,67 | 236 | 85,83 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 102.500 | 7,33 | 891 | 6,33 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 19 | 216,67 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 11.938 | 104 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 186.936 | 37,90 | 1.625 | 36,70 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 26.100 | 105,11 | 227 | 103,60 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 125.689 | 0,25 | 1.092 | -0,64 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11.082 | 5,53 | 95 | 2,17 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 5.138 | 0,37 | 45 | 0,00 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 1.000.623 | 0,53 | 9 | 0,00 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 92.765 | 0,20 | 806 | -0,62 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 33.947 | 65,02 | 295 | 63,89 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 35.829 | 1,17 | 311 | 0,32 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 70.000 | 7,69 | 608 | 6,67 | ||||
| 2025-07-18 | 13F | Vicus Capital | 33.234 | 1,13 | 289 | 0,00 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 11.590 | 101 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 33.491 | 99,87 | 291 | 99,32 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 2.000 | 18 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 24.543 | 1,63 | 213 | 0,95 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 491.082 | 25,66 | 4.268 | 24,51 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | 0 | ||||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 224.776 | 1,14 | 1.920 | 1,16 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 16.972 | 147 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 18.983 | 0,90 | 165 | 0,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 89.363 | 24,69 | 777 | 23,57 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 556.349 | 9,21 | 4.834 | 8,19 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 348 | 257,73 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 61.180 | 0,54 | 532 | -0,38 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 12.992 | 2,36 | 113 | 0,90 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1.000 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 110.887 | 25,95 | 964 | 24,74 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1.550.540 | 2,84 | 13.474 | 1,90 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 11.630 | 101 | ||||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 60.402 | 0,83 | 525 | -0,19 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 257 | 1,18 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 142.485 | 0,76 | 1.238 | -0,16 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 32.544 | 6,60 | 283 | 5,62 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 62.799 | 4,73 | 546 | 3,81 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6.873 | 30,76 | 60 | 28,26 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1.190.266 | 3,08 | 10.343 | 2,14 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 16.217 | 27,90 | 141 | 26,13 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 1.840 | 16 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3.877 | 0,21 | 34 | 0,00 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 128.959 | 38,90 | 1.121 | 37,59 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 86.534 | 752 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 91.720 | 101,80 | 797 | 100,25 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 240.372 | 3,97 | 2.089 | 3,01 | ||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 165.384 | 1.437 |
