Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Nuveen AMT-Free Municipal Credit Income Fund, omfatter FSA Advisors, Inc., CI Private Wealth, LLC, Burford Brothers, Inc., Duncker Streett & Co Inc, Plan Group Financial, LLC, Midwest Trust Co, German American Bancorp, Inc., Heritage Wealth Architects, Inc., Outlook Wealth Advisors, LLC, Chung Wu Investment Group, LLC, Traub Capital Management LLC, Ameriflex Group, Inc., Hurley Capital, LLC, Smallwood Wealth Investment Management, LLC, Atlantic Union Bankshares Corp, og Salomon & Ludwin, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Allworth Financial LP | 31.684 | 4.678,88 | 378 | 5.285,71 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 16.200 | 8,65 | 193 | 4,89 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 153.711 | 5,20 | 1.834 | 1,38 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 360.211 | 1,48 | 4.297 | -2,21 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 24.473 | 0 | ||||||
| 2025-08-14 | 13F | Gould Capital, LLC | 172.692 | 2,08 | 2.060 | -1,62 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 40.935 | 0,33 | 488 | -3,37 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 149.145 | 0,26 | 1.779 | -3,37 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 11.831 | 0,31 | 141 | -3,42 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 162 | 2 | ||||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 95.035 | 2,29 | 1.125 | -2,17 | ||||
| 2025-08-07 | 13F | Midwest Trust Co | 16.365 | 195 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 1.955.927 | 6,11 | 23.334 | 2,25 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 105 | 1,94 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 12.450 | 148 | ||||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 235.800 | 496,96 | 2.813 | 475,26 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2.037 | 0,39 | 24 | -4,00 | ||||
| 2025-05-29 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 18.447 | 228 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1.468 | 18 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 113.823 | 14,78 | 1.358 | 10,59 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 25.044 | 19,82 | 299 | 15,50 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 85.610 | 1.022 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 69.461 | 113.770,49 | 829 | -2,24 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 17.844 | 213 | ||||||
| 2025-07-15 | 13F | Main Street Group, LTD | 3.038 | 31,52 | 36 | 28,57 | ||||
| 2025-07-30 | 13F | Cornerstone Advisory, LLC | 607.480 | 25,99 | 7.247 | 25,27 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 111.719 | 4,47 | 1.333 | 0,68 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 20.369 | 10,08 | 243 | 7,05 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 20 | 0 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 70.179 | 2,86 | 837 | -0,83 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1.029 | 0,68 | 12 | 0,00 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 10.020 | 0,10 | 120 | -3,25 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 533 | 6 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 385.003 | 9,78 | 4.595 | 5,83 | ||||
| 2025-08-18 | 13F/A | Nomura Holdings Inc | 10.000 | 119 | ||||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 13.751 | 1,97 | 164 | -1,20 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 75.307 | 0,98 | 898 | -2,71 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1.475 | 0,48 | 18 | 5,88 | ||||
| 2025-08-12 | 13F | Left Brain Wealth Management, LLC | 42.550 | 36,16 | 508 | 31,35 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 43.426 | 518 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 385.314 | 3,44 | 4.597 | -0,30 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 48.505 | 1,04 | 579 | -2,69 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 10.173 | 121 | ||||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 21.993 | 30,67 | 262 | 25,96 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 253.368 | 72,54 | 3.023 | 66,32 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 270 | 91,49 | 3 | -66,67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 44.245 | 528 | ||||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 14.933 | 178 | ||||||
| 2025-07-22 | 13F | Kercheville Advisors, LLC | 25.534 | 0,09 | 305 | -3,49 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 3.426 | 41 | ||||||
| 2025-07-16 | 13F | American National Bank | 24.716 | 93,65 | 295 | 86,08 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 12.511 | 0,36 | 150 | -3,23 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 42.644 | 509 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 615 | 7 | ||||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 5.302 | 63 | ||||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 6.000 | 72 | ||||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 183.082 | 0,11 | 2.184 | -3,49 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 182.142 | 6,28 | 2.173 | 2,40 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 15.105 | 5,90 | 180 | 2,27 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 25.849 | 0,44 | 308 | -3,14 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 109.625 | 6,82 | 1.316 | 2,90 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 172.743 | 12,87 | 2.061 | 8,76 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2.703.366 | 6,64 | 32.251 | 2,76 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 98.885 | 0,00 | 1.180 | -3,68 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 13.858 | 7,98 | 165 | 4,43 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 68.018 | 63,92 | 811 | 58,09 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 64.131 | 39,22 | 769 | 34,91 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 37.131 | 0,09 | 443 | -3,70 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 12.000 | 9,09 | 143 | 5,15 | ||||
| 2025-07-17 | 13F | XML Financial, LLC | 17.000 | 25,93 | 203 | 20,96 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 12.540 | 2,14 | 150 | -1,32 | ||||
| 2025-08-07 | 13F | Commerce Bank | 14.645 | 15,82 | 175 | 11,54 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 23.120 | 20,77 | 276 | 16,03 | ||||
| 2025-08-05 | 13F | Palogic Value Management, L.P. | 224.241 | 4,81 | 2.675 | 1,02 | ||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 22.730 | 271 | ||||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 16.433 | 196 | ||||||
| 2025-07-09 | 13F | Heritage Wealth Architects, Inc. | 12.723 | 152 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4.431 | 53 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 79.427 | 4,08 | 956 | 1,17 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 51.133 | 5,89 | 610 | 2,18 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 15.554 | 186 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 449.781 | 4,25 | 5 | 0,00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 10.780 | 6,57 | 129 | 2,40 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3.775 | 65,06 | 45 | 60,71 | ||||
| 2025-07-14 | 13F | Chapin Davis, Inc. | 17.341 | 2,97 | 207 | -0,96 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 23.711 | 0,58 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 32.723 | 390 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 267.403 | 5,33 | 3.190 | 1,53 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 1.047.013 | 0,35 | 12 | 0,00 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 6.338 | 0 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 88.542 | 24,88 | 1.056 | 20,41 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 3.169 | 38 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1.469.883 | 7,26 | 17.536 | 3,36 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 317 | 52,40 | 4 | 50,00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 73.693 | 77,70 | 879 | 71,35 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 16.783 | 1.132,23 | 200 | 1.150,00 | ||||
| 2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 407.364 | 4,18 | 4.860 | 0,37 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 52.211 | 1,44 | 623 | -2,35 | ||||
| 2025-08-14 | 13F | Hirtle Callaghan & Co LLC | 402 | -3,60 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 107.014 | 1,43 | 1.277 | -2,30 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 103.750 | 7,59 | 1.238 | 3,69 | ||||
| 2025-07-17 | 13F | Lee Johnson Capital Management, Llc | 13.772 | 1,96 | 164 | -1,80 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 49.370 | 14,28 | 589 | 10,11 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 34.336 | 0,64 | 410 | -3,08 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 433.333 | 0,87 | 5.170 | -2,80 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 11.559 | 138 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 67.167 | 0,63 | 801 | -3,03 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 2.301 | 28 | ||||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 120.263 | 0,21 | 1.435 | -3,43 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 22.069 | 263 |
