Grundläggande statistik
| Institutionella ägare | 269 total, 269 long only, 0 short only, 0 long/short - change of 0,75% MRQ |
| Genomsnittlig portföljallokering | 0.2471 % - change of −17,73% MRQ |
| Institutionella aktier (lång) | 42 066 692 (ex 13D/G) - change of −2,71MM shares −6,04% MRQ |
| Institutionellt värde (lång) | $ 471 745 USD ($1000) |
Institutionellt ägande och aktieägare
Nuveen Municipal Credit Income Fund (US:NZF) har 269 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 42,066,692 aktier. Största aktieägare inkluderar Morgan Stanley, Mackay Shields Llc, Bank Of America Corp /de/, UBS Group AG, Wells Fargo & Company/mn, Hennion & Walsh Asset Management, Inc., Guggenheim Capital Llc, XMPT - VanEck Vectors CEF Municipal Income ETF, Raymond James Financial Inc, and Van Eck Associates Corp .
Nuveen Municipal Credit Income Fund (NYSE:NZF) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.
The share price as of September 15, 2025 is 12,39 / share. Previously, on September 16, 2024, the share price was 12,98 / share. This represents a decline of 4,55% over that period.
Fondsentimentets poäng
Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.
Uppdateringsfrekvens: Dagligen
Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.
Institutionell sälj/köp-kvot
Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.
Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.
13D/G-Arkiveringar
Vi presenterar 13D/G-arkiveringar separat från 13F-arkiveringar på grund av att de behandlas olika av SEC. 13D/G-arkiveringar kan lämnas in av grupper av investerare (med en ledare), medan 13F-arkiveringar inte kan det. Detta leder till situationer där en investerare kan lämna in en 13D/G-ansökan med ett värde för de totala aktierna (vilket motsvarar alla aktier som ägs av investerargruppen), men sedan lämna in en 13F-ansökan med ett annat värde för de totala aktierna (vilket motsvarar enbart deras eget ägande). Detta innebär att aktieägandet i 13D/G-arkiveringar och 13F-arkiveringar ofta inte är direkt jämförbara, så vi presenterar dem separat.
Notera: Från och med den 16 maj 2021 visar vi inte längre ägare som inte har lämnat in en 13D/G under det senaste året. Tidigare visade vi hela historiken för 13D/G-arkiveringar. I allmänhet måste enheter som är skyldiga att lämna in 13D/G-arkiveringar lämna in minst en gång per år innan de lämnar in en stängningsarkivering. Fonder avslutar dock ibland positioner utan att lämna in en avslutande arkivering (dvs. de avvecklar), så att visa hela historiken resulterade ibland i förvirring om det nuvarande ägandet. För att förhindra förvirring visar vi nu endast "nuvarande" ägare - det vill säga ägare som har lämnat in en ansökan under det senaste året.
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| Fil Datum | Formulär | Investerare | Föregående aktier |
Senaste aktier |
Δ Aktier (Procent) |
Ägande (Procent) |
Δ Ägande (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2024-12-13 | BANK OF AMERICA CORP /DE/ | 2,622 | 2,622 | 0.00 | 19.90 | 3.81 |
13F- och NPORT-arkiveringar
Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | James Investment Research Inc | 18 248 | 0,00 | 218 | −2,69 | ||||
| 2025-08-29 | NP | PIMCO Flexible Municipal Income Fund | 462 380 | 0,00 | 5 512 | −2,53 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 21 431 | 255 | ||||||
| 2025-05-29 | NP | HCIMX - The Intermediate Term Municipal Bond Portfolio HC Strategic Shares | 214 282 | −18,37 | 2 621 | −17,97 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 22 696 | 0,00 | 271 | −2,53 | ||||
| 2025-07-30 | 13F | Meadow Creek Wealth Advisors Llc | 17 425 | 0,00 | 208 | −2,82 | ||||
| 2025-05-02 | 13F | Dakota Wealth Management | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 933 138 | 21,64 | 11 123 | 18,56 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-30 | 13F | Cerity Partners LLC | 0 | −100,00 | 0 | |||||
| 2025-05-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 169 127 | −1,69 | 2 068 | −1,19 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 13 401 | 0,00 | 160 | −2,45 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 18 623 | −3,71 | 222 | −6,36 | ||||
| 2025-08-12 | 13F | Wealth Dimensions Group, Ltd. | 17 900 | 0,00 | 213 | −2,29 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 2 500 | 30 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 78 893 | −8,64 | 940 | −10,98 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 32 092 | 0,00 | 381 | 2,42 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2 660 | −53,00 | 32 | −55,07 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 17 714 | −5,76 | 211 | −7,86 | ||||
| 2025-08-11 | 13F | Kim, Llc | 250 000 | 0,00 | 2 980 | −2,52 | ||||
| 2025-04-11 | 13F | Permanent Capital Management, LP | 11 381 | −8,28 | 140 | −7,28 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 1 798 | 179 700,00 | 21 | 0,00 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 522 984 | −0,44 | 6 234 | −2,97 | ||||
| 2025-07-31 | 13F | Linden Thomas Advisory Services, LLC | 20 000 | 238 | ||||||
| 2025-04-09 | 13F | Integrated Capital Management, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 13 662 | 0,00 | 163 | −2,99 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 19 592 | −1,28 | 234 | −3,72 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 778 579 | 1,58 | 9 242 | −1,41 | ||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 38 924 | 3,57 | 464 | 0,87 | ||||
| 2025-04-24 | 13F | Sunbelt Securities, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-31 | 13F | United Community Bank | 5 | 0,00 | 0 | |||||
| 2025-08-13 | 13F | Rinkey Investments | 40 925 | 0,00 | 488 | −2,60 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 17 976 | −2,60 | 214 | −4,89 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 11 606 | 14,14 | 138 | 11,29 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 42 661 | −37,70 | 509 | −1,93 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 947 023 | −1,04 | 11 | 0,00 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 3 100 | 37 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 28 905 | 345 | ||||||
| 2025-08-14 | 13F | CF Capital LLC | 152 326 | −10,00 | 1 817 | −9,33 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 16 067 | 0,00 | 192 | −2,55 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 22 901 | 31,14 | 273 | 27,70 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 | 0,00 | 0 | |||||
| 2025-08-08 | 13F | Fiera Capital Corp | 411 745 | −1,49 | 4 908 | −3,97 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 5 026 | −4,34 | 60 | −7,81 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 30 565 | 1,99 | 367 | −0,54 | ||||
| 2025-07-17 | 13F | Coastline Trust Co | 6 975 | 0,00 | 83 | −2,35 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 367 800 | 14,61 | 4 385 | 11,75 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 366 353 | −6,14 | 4 367 | −8,53 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 37 326 | 0,00 | 445 | −2,63 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 58 302 | −13,50 | 695 | −15,78 | ||||
| 2025-07-25 | NP | PMSAX - Global Multi-Strategy Fund Class A | 22 907 | 0,00 | 272 | −6,21 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 11 784 | 0,00 | 144 | 0,70 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2 698 | 0,52 | 0 | |||||
| 2025-05-12 | 13F | Sandy Spring Bank | 2 977 | 36 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 1 945 | 0,00 | 23 | 0,00 | ||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 12 664 | −2,85 | 151 | −5,66 | ||||
| 2025-08-14 | 13F | Westchester Capital Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 33 362 | 398 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 64 587 | −12,96 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 160 860 | 4,12 | 1 917 | 1,48 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1 066 | 0,00 | 13 | −7,69 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 11 167 | −19,08 | 133 | −20,83 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 70 722 | 4,37 | 843 | 2,93 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 58 421 | 0,08 | 696 | −2,38 | ||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard Financial Services, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 20 919 | −4,10 | 249 | −6,39 | ||||
| 2025-08-14 | 13F | Gould Capital, LLC | 75 615 | −0,93 | 901 | −3,43 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 5 000 | −0,16 | 60 | −3,28 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 90 100 | −47,63 | 1 074 | −49,00 | ||||
| 2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 962 855 | 1,64 | 11 468 | −3,78 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 873 | 0,00 | 10 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 145 730 | 50,91 | 1 737 | 47,08 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 539 255 | −20,08 | 6 428 | −22,12 | ||||
| 2025-07-22 | 13F | Kercheville Advisors, LLC | 11 000 | −8,33 | 131 | −10,27 | ||||
| 2025-07-22 | 13F | Powell Investment Advisors, LLC | 12 576 | 1,78 | 151 | −1,32 | ||||
| 2025-05-16 | 13F | Capital & Planning, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 184 132 | 6,49 | 2 195 | 3,78 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 21 260 | 0,00 | 253 | −2,69 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 278 678 | 22,48 | 3 | 50,00 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 2 358 | 28 | ||||||
| 2025-07-25 | NP | MFLX - First Trust Municipal CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6 626 | 0,00 | 79 | −7,14 | ||||
| 2025-04-02 | 13F | Kera Capital Partners, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 693 | 0,00 | 8 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 12 325 | 147 | ||||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 29 490 | 0,00 | 352 | −2,50 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 3 445 | 0,00 | 41 | 2,56 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 132 003 | 0,00 | 1 584 | −2,52 | ||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 202 535 | −27,79 | 2 414 | −29,62 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 31 090 | 2,53 | 371 | 0,00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 386 879 | −1,82 | 4 612 | −4,32 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | −100,00 | 0 | |||||
| 2025-08-27 | NP | ROBAX - Robinson Tax Advantaged Income Fund Class A Shares | 202 535 | −27,79 | 2 414 | −29,62 | ||||
| 2025-07-21 | 13F | Hudson Valley Investment Advisors Inc /adv | 10 500 | 0,00 | 125 | −2,34 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 24 889 | 1,05 | 297 | −1,66 | ||||
| 2025-05-09 | 13F | Pathway Financial Advisers, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 11 164 | 0,00 | 133 | −2,21 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3 199 | 0,00 | 38 | −2,56 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 11 508 | 0,00 | 137 | −2,14 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 668 609 | −2,59 | 19 890 | −5,06 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 54 222 | −5,73 | 663 | −5,15 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 10 000 | 0,00 | 119 | −2,46 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 29 604 | 0,00 | 353 | −2,76 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 13 377 | −1,68 | 159 | −4,22 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 1 860 | 0,00 | 22 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 263 265 | −2,38 | 3 | 0,00 | ||||
| 2025-05-15 | 13F | Nomura Holdings Inc | 0 | −100,00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-08-07 | 13F | Commerce Bank | 13 580 | 17,27 | 162 | 14,18 | ||||
| 2025-05-15 | 13F | Occidental Asset Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 12 113 | −53,81 | 144 | −55,00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Burford Brothers, Inc. | 22 850 | 75,77 | 272 | 72,15 | ||||
| 2025-07-31 | 13F | Pacitti Group Inc. | 23 701 | −12,03 | 283 | −14,29 | ||||
| 2025-04-28 | 13F | Keybank National Association/oh | 0 | −100,00 | 0 | |||||
| 2025-04-15 | 13F | Murphy, Middleton, Hinkle & Parker, Inc. | 0 | −100,00 | 0 | |||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 57 882 | 3,50 | 690 | 0,88 | ||||
| 2025-07-14 | 13F | Gridiron Partners, LLC | 271 681 | 0,00 | 3 238 | −2,53 | ||||
| 2025-05-29 | NP | JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A) | 15 624 | 0,00 | 191 | 0,53 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 58 952 | 0,29 | 707 | −1,53 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 26 670 | 1,34 | 309 | −2,22 | ||||
| 2025-08-15 | 13F | Hayek Kallen Investment Management | 24 528 | 38,48 | 0 | |||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 19 800 | 0,00 | 236 | −2,48 | ||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 10 395 | 125 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 959 153 | 1,73 | 35 273 | −0,85 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 386 | 17 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 37 858 | −1,02 | 454 | −3,40 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 6 686 | 0,00 | 80 | −2,47 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 7 053 | 2,00 | 84 | 0,00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 14 119 | 22,75 | 168 | 20,00 | ||||
| 2025-08-28 | NP | RiverNorth Managed Duration Municipal Income Fund, Inc. | 286 174 | −44,08 | 3 411 | −45,49 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 30 096 | 4,18 | 359 | 1,42 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 3 253 | −3,61 | 39 | −7,32 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2 697 412 | −1,96 | 32 153 | −4,44 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 21 061 | 251 | ||||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 17 697 | 0,00 | 211 | −2,78 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 11 356 | 135 | ||||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 917 | 0,00 | 11 | −9,09 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 27 516 | 1,43 | 328 | −1,21 | ||||
| 2025-07-24 | 13F | Mackay Shields Llc | 2 972 732 | −0,23 | 35 435 | −2,76 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 796 | 0,00 | 0 | |||||
| 2025-08-11 | 13F | Edgemoor Investment Advisors, Inc. | 199 882 | 5,03 | 2 383 | 2,36 | ||||
| 2025-04-17 | 13F | Bayshore Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-07-07 | 13F | Wealth Alliance Advisory Group, LLC | 66 321 | 1,53 | 791 | −1,00 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 30 000 | −34,78 | 358 | −36,36 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 26 811 | 1,33 | 320 | −1,24 | ||||
| 2025-07-22 | 13F | Compass Financial Group, INC/SD | 162 205 | 96,88 | 1 933 | 91,96 | ||||
| 2025-05-13 | 13F | Russell Investments Group, Ltd. | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-16 | 13F | Novem Group | 12 500 | 0,00 | 149 | −1,97 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 25 901 | 12,35 | 309 | 9,61 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 32 173 | 0,00 | 384 | −2,54 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 17 281 | −30,17 | 206 | −32,12 | ||||
| 2025-05-14 | 13F | Thomas J. Herzfeld Advisors, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-28 | NP | RTAI - RAREVIEW TAX ADVANTAGED INCOME ETF | 218 922 | −3,24 | 2 677 | −2,76 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 5 790 | 0,00 | 69 | −1,43 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 179 052 | −31,57 | 2 134 | −33,31 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 10 747 | −12,97 | 128 | −15,23 | ||||
| 2025-04-17 | 13F | North Star Investment Management Corp. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 4 837 | 0,00 | 58 | −3,39 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 55 930 | 1,96 | 667 | −0,60 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | −100,00 | 0 | |||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 1 528 015 | −4,47 | 18 214 | −6,89 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | −100,00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 21 148 | 0,00 | 252 | −2,33 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 746 | 0,00 | 9 | −11,11 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 462 448 | 3,74 | 5 512 | 1,12 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 32 099 | 0 | ||||||
| 2025-04-09 | 13F | Milestone Asset Management, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 42 314 | 413,83 | 504 | 404,00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 24 039 | −53,52 | 287 | −54,75 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 23 121 | 2,21 | 276 | −0,36 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 310 | 0,00 | 4 | 0,00 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 52 453 | 0,00 | 625 | 3,31 | ||||
| 2025-05-27 | NP | WCERX - WCM Alternatives: Event-Driven Fund - Investor Class Shares | 44 153 | 0,00 | 540 | 0,37 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 77 079 | −5,58 | 919 | −8,02 | ||||
| 2025-08-07 | 13F | Atala Financial Inc | 78 556 | −46,04 | 936 | −47,42 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 22 654 | 0,04 | 270 | −2,17 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3 300 | 0,00 | 39 | −2,50 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 29 786 | −1,74 | 355 | −4,05 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 40 409 | 482 | ||||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Karpus Management, Inc. | 25 203 | −52,91 | 300 | −54,13 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 85 039 | 0,00 | 1 014 | −0,59 | ||||
| 2025-08-14 | 13F | Comerica Bank | 24 716 | 0,13 | 295 | −2,33 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 38 007 | 0,00 | 453 | −2,37 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 55 087 | 657 | ||||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 24 966 | 0 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 27 767 | 9,55 | 331 | 6,80 | ||||
| 2025-05-05 | 13F | Transce3nd, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 202 857 | 159,55 | 2 418 | 153,19 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 12 297 | 0,00 | 147 | −2,67 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 14 900 | 0,00 | 179 | −2,73 | ||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 1 954 | 2,04 | 23 | 0,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 3 065 | 0,00 | 37 | −2,70 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1 470 | −35,30 | 18 | −37,04 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 171 | −2,29 | ||||||
| 2025-05-29 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 240 | −74,68 | 3 | −83,33 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 23 152 | 0,57 | 276 | −2,14 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 6 244 | 19,07 | 74 | 15,63 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 85 383 | 0,87 | 1 018 | −1,74 | ||||
| 2025-04-25 | 13F | WASHINGTON TRUST Co | 0 | −100,00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 172 450 | 3,27 | 2 056 | 0,64 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 21 540 | −0,41 | 0 | |||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 376 295 | −7,72 | 4 | 0,00 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 18 148 | −9,42 | 216 | −11,84 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 0 | −100,00 | 0 | |||||
| 2025-07-09 | 13F | Summit Financial Consulting LLC | 23 596 | 13,22 | 281 | 10,63 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 31 993 | 0,36 | 381 | −2,06 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 32 847 | −4,58 | 392 | −7,13 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 168 362 | 33,50 | 2 007 | 30,09 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 1 791 | 21 | ||||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 4 267 | 0,00 | 51 | −3,85 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 1 000 | 0,00 | 12 | −8,33 | ||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 16 319 | 2,24 | 195 | −0,51 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 513 512 | 8,06 | 6 121 | 5,33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 957 530 | 10,32 | 11 414 | 7,53 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3 168 | 0,00 | 38 | −2,63 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 62 835 | −11,82 | 749 | −14,12 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 33 423 | −0,52 | 398 | −2,93 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 119 615 | −2,23 | 1 426 | −4,75 | ||||
| 2025-08-01 | 13F | Motco | 6 189 | 72 | ||||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 145 938 | −1,53 | 1 740 | −4,03 | ||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 307 593 | −4,65 | 4 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 37 251 | 1 729,62 | 444 | 1 830,43 | ||||
| 2025-05-14 | 13F | Mml Investors Services, Llc | 0 | −100,00 | 0 | |||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 10 138 | 0,75 | 121 | −2,44 | ||||
| 2025-04-17 | 13F | Warther Private Wealth, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 322 050 | 6,53 | 3 839 | 3,81 | ||||
| 2025-05-30 | NP | RiverNorth Flexible Municipal Income Fund II, Inc. | 50 107 | 0,00 | 613 | 0,49 | ||||
| 2025-05-29 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 312 | −48,00 | 4 | −57,14 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | −100,00 | 0 | |||||
| 2025-08-12 | 13F | Sfmg, Llc | 12 680 | 0,00 | 151 | −2,58 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1 218 | 0,00 | 15 | 0,00 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 547 | 7 | ||||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 74 077 | 136,09 | 1 | |||||
| 2025-07-11 | 13F | Congress Park Capital LLC | 590 000 | −7,45 | 7 033 | −9,80 | ||||
| 2025-07-09 | 13F | Sunpointe, LLC | 53 225 | −0,18 | 639 | −2,74 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 44 383 | −21,97 | 529 | −23,88 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4 463 182 | 7,13 | 53 201 | 4,41 | ||||
| 2025-05-14 | 13F | Main Street Group, LTD | 0 | −100,00 | 0 | |||||
| 2025-07-10 | 13F | Piscataqua Savings Bank | 4 760 | 0,00 | 57 | −3,45 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 1 069 | 0,00 | 13 | −7,69 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 182 | 2 | ||||||
| 2025-07-10 | 13F | Ahl Investment Management, Inc. | 207 067 | −0,12 | 2 468 | −2,64 | ||||
| 2025-06-24 | NP | MMHVX - MainStay MacKay High Yield Municipal Bond Fund Investor Class | 721 308 | 0,00 | 8 591 | −5,33 | ||||
| 2025-07-17 | 13F | Park Place Capital Corp | 64 484 | −23,88 | 773 | −25,48 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 230 525 | 10,44 | 2 748 | 7,64 | ||||
| 2025-07-28 | 13F | Allianz Asset Management GmbH | 462 380 | 0,00 | 5 512 | −2,53 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 169 285 | −8,37 | 2 018 | −10,71 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | −100,00 | 0 | |||||
| 2025-08-28 | NP | RiverNorth Opportunistic Municipal Income Fund, Inc. | 102 470 | −42,14 | 1 221 | −43,63 | ||||
| 2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 30 830 | 0,00 | 367 | −2,65 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 20 502 | 0,00 | 244 | −2,40 | ||||
| 2025-08-05 | 13F | Palogic Value Management, L.P. | 41 710 | 0,00 | 497 | −2,55 | ||||
| 2025-07-11 | 13F | UMA Financial Services, Inc. | 0 | −100,00 | 0 | |||||
| 2025-05-14 | 13F | Landscape Capital Management, L.l.c. | 0 | −100,00 | 0 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 65 855 | −2,26 | 785 | −4,85 | ||||
| 2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | −100,00 | 0 | −100,00 | ||||
| 2025-07-15 | 13F | Shulman DeMeo Asset Management LLC | 16 450 | −0,07 | 196 | −2,49 | ||||
| 2025-08-11 | 13F | Walter & Keenan Financial Consulting Co /mi/ /adv | 40 742 | −40,04 | 486 | −41,57 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 12 496 | 1,99 | 149 | −0,67 | ||||
| 2025-08-01 | 13F | Chilton Capital Management Llc | 2 633 | 0,00 | 31 | −3,12 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 2 581 | 0,00 | 31 | −3,23 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | −100,00 | 0 | |||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 8 000 | 0,00 | 95 | −2,06 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 208 900 | 48,42 | 2 490 | 44,68 | ||||
| 2025-04-29 | 13F | Brookstone Capital Management | 0 | −100,00 | 0 | |||||
| 2025-05-07 | 13F | WMS Partners, LLC | 0 | −100,00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 27 200 | 0,00 | 0 | |||||
| 2025-07-30 | 13F | St. Johns Investment Management Company, LLC | 1 058 | 0,00 | 13 | 0,00 | ||||
| 2025-08-05 | 13F | Mountain Hill Investment Partners Corp. | 11 319 | 0,00 | 135 | −2,90 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 33 380 | 398 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | −100,00 | 0 | |||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | −100,00 | 0 | |||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 119 698 | 1,27 | 1 427 | −1,31 | ||||
| 2025-08-28 | NP | RiverNorth Managed Duration Municipal Income Fund II, Inc. | 80 922 | −36,34 | 965 | −37,97 | ||||
| 2025-05-15 | 13F | Buckingham Strategic Partners | 0 | −100,00 | 0 | |||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 1 600 | 0,00 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 39 627 | 464 | ||||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 4 140 | 2,00 | 49 | 0,00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1 456 992 | 12,91 | 17 367 | 10,06 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 869 | 10 | ||||||
| 2025-07-22 | 13F | Iron Horse Wealth Management, LLC | 3 201 | 0,00 | 38 | −2,56 | ||||
| 2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 381 053 | 4,53 | 4 542 | 1,88 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 31 191 | 0,00 | 372 | −2,62 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 12 596 | 25,01 | 150 | 21,95 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 2 517 | −39,74 | 31 | −40,00 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 463 | 0,00 | 6 | 0,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5 051 | 40,31 | 60 | 39,53 | ||||
| 2025-08-27 | NP | RMMBX - Aspiriant Risk-Managed Municipal Bond Fund | 36 371 | 0,00 | 434 | −2,48 | ||||
| 2025-08-28 | NP | RiverNorth Flexible Municipal Income Fund, Inc. | 155 340 | −31,50 | 1 852 | −33,25 | ||||
| 2025-05-30 | NP | Rivernorth Opportunities Fund, Inc. | 165 021 | −49,31 | 2 018 | −49,05 | ||||
| 2025-08-05 | 13F | Carson Advisory Inc. | 137 038 | −3,99 | 1 633 | −6,42 | ||||
| 2025-08-28 | NP | RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R | 185 540 | −62,89 | 2 212 | −63,84 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 576 183 | −12,26 | 6 868 | −14,48 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 225 560 | −12,25 | 2 689 | −14,48 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 629 | 3,28 | 7 | 0,00 | ||||
| 2025-05-30 | NP | RNCOX - RiverNorth Core Opportunity Fund Class R | 27 121 | −60,98 | 332 | −60,83 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 23 242 | 6,49 | 277 | 4,14 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 15 141 | −14,88 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 11 279 | −90,05 | 134 | −90,34 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 24 473 | −6,62 | 292 | −9,06 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 144 | 0,00 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Archetype Wealth Partners | 42 174 | −28,05 | 1 | |||||
| 2025-07-29 | 13F | Primoris Wealth Advisors, Llc | 60 755 | −7,60 | 724 | −9,95 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 38 952 | 0,00 | 464 | −2,52 | ||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 810 446 | −65,00 | 9 661 | −65,89 | ||||
| 2025-08-14 | 13F | Family Management Corp | 14 889 | 0,00 | 177 | −2,75 | ||||
| 2025-08-05 | 13F | Rareview Capital LLC | 10 442 | −97,38 | 124 | −97,46 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 17 422 | 0,00 | 208 | −2,82 | ||||
| 2025-08-25 | NP | QWVQX - Clearwater Tax-Exempt Bond Fund | 92 222 | 0,00 | 1 099 | −2,48 | ||||
| 2025-08-08 | 13F | Renasant Bank | 70 284 | −21,05 | 838 | −23,07 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 29 237 | 31,96 | 349 | 28,89 |
