Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Nuveen Select Tax-Free Income Portfolio, omfatter Brown Brothers Harriman & Co, Balyasny Asset Management Llc, Glenmede Investment Management, LP, Plan Group Financial, LLC, Wealth Enhancement Advisory Services, Llc, U.S. Capital Wealth Advisors, LLC, Diligent Investors, LLC, Sound Income Strategies, LLC, Valley National Advisers Inc, og Trust Co Of Toledo Na /oh/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Plan Group Financial, LLC | 16.540 | 232 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 10.774 | 83,79 | 151 | 79,76 | ||||
| 2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 182.240 | 7,64 | 2.550 | 0,99 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 855 | 200,00 | 12 | 200,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 28.108 | 395 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 197.536 | 1,03 | 2.775 | -1,21 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 13.790 | 10,54 | 194 | 7,82 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 24.607 | 346 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13.571 | 190 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 13.207 | 0,60 | 186 | -1,60 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 446.821 | 1,18 | 6.278 | -1,09 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10.000 | 140 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 63.810 | 3,65 | 897 | 1,36 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 31.581 | 16,75 | 444 | 14,18 | ||||
| 2025-05-12 | 13F | Hirtle Callaghan & Co LLC | 909 | -5,11 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 508.084 | 0,10 | 7.139 | -2,13 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 182 | -2,15 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 215.593 | 0,89 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 9.808 | 1,10 | 138 | -1,44 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 11.487 | 1,11 | 161 | -1,23 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 158.104 | 3,26 | 2.207 | 0,46 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 55 | 1 | ||||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 10.000 | 140 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 22.195 | 312 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10.865 | 153 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4.020 | 56 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 20.071 | 0,10 | 282 | -2,08 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 51.882 | 63,62 | 729 | 60,22 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3.316 | 47 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 21.893 | 16,45 | 308 | 13,70 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 108.594 | 10,66 | 1.525 | 8,16 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 58.784 | 0,17 | 826 | -2,14 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 184.906 | 2,08 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13.619 | 14,58 | 191 | 12,35 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12.160 | 16,42 | 171 | 13,33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 256.934 | 1,12 | 3.610 | -1,15 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 317 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 41.511 | 3,83 | 583 | 1,57 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 43.029 | 20,86 | 605 | 18,20 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 822.807 | 30,64 | 11.560 | 27,73 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 25.710 | 1,98 | 361 | -0,28 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12.149 | 0,45 | 171 | -1,73 |
