Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Nuveen S&P 500 Dynamic Overwrite Fund, omfatter Bank of New York Mellon Corp, Principal Securities, Inc., Smallwood Wealth Investment Management, LLC, Farther Finance Advisors, LLC, Ameritas Advisory Services, LLC, og First Horizon Advisors, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Private Advisor Group, LLC | 39.276 | 2,31 | 697 | 7,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 71.075 | 1.272 | ||||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 17.859 | 0,70 | 302 | -4,14 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 106.129 | 106,42 | 1.883 | 116,82 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 10.772 | 191 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3.200 | 57 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 96 | 2 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 29.740 | 42,09 | 528 | 49,29 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 300.086 | 9,19 | 5.324 | 14,62 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 80.135 | 22,52 | 1.422 | 28,60 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 318 | 6 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 12.504 | 0,75 | 222 | 5,74 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 19.046 | 5,90 | 338 | 11,22 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 44.681 | 3,49 | 793 | 8,64 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 250.586 | 58,75 | 4.445 | 66,67 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 213.809 | 0,84 | 3.793 | 5,83 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 19.205 | 1.331,07 | 341 | 1.519,05 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 757 | 13 | ||||||
| 2025-08-12 | 13F | Fortem Financial Group, Llc | 58.419 | 7,13 | 1.036 | 12,49 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 25.095 | 0,36 | 0 | |||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 14.368 | 255 |
