Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Nuveen Floating Rate Income Fund inkluderar Kanen Wealth Management LLC, Readystate Asset Management Lp, Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF, Summit Financial, LLC, Noble Wealth Management PBC, Ronald Blue Trust, Inc., och Evolution Wealth Management Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 191 938 | 130,09 | 1 626 | 130,17 | ||||
| 2025-07-15 | 13F | World Equity Group, Inc. | 43 973 | 7,13 | 372 | 7,20 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 191 695 | 10,64 | 1 624 | 10,63 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 359 399 | 10,63 | 3 044 | 10,65 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 8 417 | 15,03 | 71 | 16,39 | ||||
| 2025-07-11 | 13F | Congress Park Capital LLC | 2 818 767 | 16,40 | 23 875 | 16,40 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 136 | 3,03 | 1 | 0,00 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 282 433 | 11,61 | 2 392 | 11,62 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 9 346 | 79 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 167 755 | 0,20 | 9 890 | 0,20 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 4 919 | 77,52 | 42 | 86,36 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 7 622 877 | 0,63 | 64 566 | 0,62 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 2 086 378 | 3,05 | 18 | 0,00 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 131 286 | 1 112 | ||||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 57 247 | 485 | ||||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 223 | 2 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 253 232 | 5,03 | 2 145 | 5,00 | ||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos CEF Income & Arbitrage ETF | 38 180 | 312 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 1 128 692 | 3,23 | 9 560 | 3,24 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 1 331 047 | 13,48 | 11 274 | 13,48 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 25 050 | 212 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 23 914 | 4,16 | 203 | 4,12 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 46 975 | 398 | ||||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 26 605 | 0,55 | 225 | 0,45 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 570 | 5 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 78 780 | 1,16 | 667 | 1,21 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 900 | 8 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 384 971 | 0,27 | 3 261 | 0,28 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 13 364 | 3,12 | 113 | 3,67 | ||||
| 2025-07-17 | 13F | GraniteShares Advisors LLC | 310 253 | 6,67 | 2 628 | 6,66 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 375 | 3 | ||||||
| 2025-06-25 | NP | VPC - Virtus Private Credit Strategy ETF | 119 355 | 14,88 | 976 | 9,29 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 81 774 | 0,09 | 696 | 0,58 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 17 614 | 0,18 | 149 | −4,49 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 14 032 | 2,41 | 119 | 1,72 | ||||
| 2025-08-14 | 13F | UBS Group AG | 984 051 | 7,00 | 8 335 | 7,00 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 87 579 | 47,25 | 742 | 47,32 | ||||
| 2025-07-30 | NP | HYIN - WisdomTree Alternative Income Fund N/A | 213 295 | 19,24 | 1 764 | 15,61 | ||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 112 075 | 0,83 | 949 | 0,85 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 105 501 | 8,87 | 899 | 9,51 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 71 767 | 146,49 | 608 | 146,75 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 44 101 | 9,59 | 374 | 9,71 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2 547 116 | 4,19 | 21 574 | 4,19 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 15 287 | 0,31 | 129 | 0,00 | ||||
| 2025-08-13 | 13F | Financial & Tax Architects, LLC | 53 034 | 182,74 | 449 | 184,18 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 985 | 5,19 | 17 | 0,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 57 730 | 0,30 | 489 | 0,21 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 22 139 | 2,75 | 188 | 2,75 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 2 089 952 | 4,85 | 17 702 | 4,85 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 46 050 | 338,57 | 390 | 343,18 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 93 438 | 0,56 | 1 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 5 963 | 3,09 | 51 | 4,17 | ||||
| 2025-07-15 | 13F | Kanen Wealth Management LLC | 138 450 | 1 173 | ||||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 13 950 | 7,72 | 118 | 8,26 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 145 407 | 1,28 | 1 232 | 1,23 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 56 021 | 8,43 | 474 | 8,47 | ||||
| 2025-07-09 | 13F | Byrne Asset Management LLC | 1 666 | 150,15 | 14 | 180,00 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 128 855 | 1,65 | 1 | 0,00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 63 664 | 51,36 | 539 | 51,40 | ||||
| 2025-06-30 | NP | CVY - Invesco Zacks Multi-Asset Income 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 | 146 947 | 26,91 | 1 202 | 20,80 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 717 177 | 4,22 | 6 074 | 4,22 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1 688 | 94,02 | 14 | 100,00 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 2 065 118 | 2,00 | 17 492 | 1,99 | ||||
| 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 | 1 969 482 | 50,50 | 16 288 | 45,91 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 100 898 | 9,93 | 855 | 9,91 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 1 808 320 | 25,23 | 15 316 | 25,23 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 220 059 | 8,41 | 1 864 | 8,38 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 637 244 | 3,34 | 5 400 | 3,35 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 6 216 | 9,49 | 53 | 4,00 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 540 | 5 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 78 614 | 20,35 | 666 | 20,25 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 14 091 | 121 | ||||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 69 041 | 0,27 | 585 | 0,17 | ||||
| 2025-08-08 | 13F | City Of London Investment Management Co Ltd | 35 523 | 17,04 | 301 | 16,73 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 2 792 247 | 1,92 | 23 650 | 1,92 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 20 076 | 13,73 | 170 | 14,09 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 24 505 | 4,87 | 208 | 5,08 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 3 742 | 32 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 63 998 | 1,74 | 542 | 1,88 | ||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 43 420 | 5,03 | 368 | 4,86 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 333 | 3 | ||||||
| 2025-08-05 | 13F | Next Capital Management LLC | 29 789 | 252 | ||||||
| 2025-08-29 | NP | GraniteShares ETF Trust - GraniteShares HIPS US High Income ETF | 310 253 | 6,67 | 2 628 | 6,66 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 2 683 125 | 0,77 | 22 726 | 0,77 |
