Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Nuveen Dow 30 Dynamic Overwrite Fund inkluderar Summit Financial, LLC, Lido Advisors, LLC, HighTower Advisors, LLC, Kapstone Financial Advisors LLC, Fortitude Family Office, LLC, Ameritas Advisory Services, LLC, Smallwood Wealth Investment Management, LLC, Newbridge Financial Services Group, Inc., och GAMMA Investing LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Stolper Co | 35 524 | 7,86 | 1 | |||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 500 | 7 | ||||||
| 2025-08-14 | 13F | Saba Capital Management, L.P. | 712 188 | 144,65 | 10 213 | 142,11 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13 327 | 4,82 | 191 | 3,80 | ||||
| 2025-08-14 | 13F | Quantedge Capital Pte Ltd | 36 100 | 5,87 | 518 | 4,66 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 2 857 | 219,22 | 41 | 233,33 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors, LLC | 472 330 | 1,64 | 6 773 | 0,59 | ||||
| 2025-08-22 | NP | Cornerstone Strategic Value Fund Inc | 337 825 | 5,43 | 4 844 | 4,35 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 13 432 | 193 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 19 000 | 278 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 50 625 | 57,11 | 726 | 55,58 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. 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 | 563 350 | 0,62 | 7 983 | −6,20 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 15 971 | 229 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 59 958 | 106,74 | 860 | 107,49 | ||||
| 2025-07-11 | 13F | Kapstone Financial Advisors LLC | 12 665 | 182 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 459 536 | 70,11 | 6 728 | 68,30 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 14 528 | 3,32 | 208 | 2,46 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 94 562 | 22,62 | 1 356 | 21,40 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 595 485 | 3,63 | 8 539 | 2,56 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 35 | 1 | ||||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 6 060 | 87 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14 341 | 12,40 | 206 | 11,41 | ||||
| 2025-05-07 | 13F | Sheaff Brock Investment Advisors, LLC | 13 427 | 0,03 | 195 | −3,96 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 48 459 | 28,98 | 695 | 27,57 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 85 442 | 1 | ||||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 353 986 | 2 754,96 | 5 076 | 2 735,75 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 100 592 | 15,60 | 1 443 | 14,52 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 25 681 | 0,51 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 196 371 | 40,71 | 2 816 | 39,22 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11 900 | 11,83 | 171 | 10,39 | ||||
| 2025-07-24 | NP | CEFS - Saba Closed-End Funds ETF | 61 569 | 2 952,50 | 872 | 2 806,67 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 78 244 | 7,81 | 1 | 0,00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 61 078 | 9,68 | 876 | 8,56 | ||||
| 2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 1 208 | 2,11 | 17 | 0,00 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 1 104 | 2,03 | 16 | 0,00 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 651 | 9 | ||||||
| 2025-07-16 | 13F | PFS Partners, LLC | 7 401 | 2,10 | 106 | 0,95 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 805 | 12 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 249 718 | 11,79 | 3 581 | 10,63 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 18 436 | 270 |
