Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Nuveen Taxable Municipal Income Fund inkluderar BCS Private Wealth Management, Inc., Sagespring Wealth Partners, Llc, Kovitz Investment Group Partners, LLC, Modern Wealth Management, LLC, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-15 | 13F | Noble Wealth Management PBC | 46 935 | 1,65 | 752 | 8,68 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 2 050 | 32 | ||||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 51 741 | 2,58 | 819 | 1,24 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 18 214 | 0,52 | 288 | −0,69 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 746 786 | 3,14 | 11 886 | 1,88 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 18 | −5,56 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21 058 | 7,71 | 333 | 6,39 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 16 423 | 3,90 | 260 | 2,37 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 944 464 | 5,78 | 30 761 | 4,46 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 26 605 | 4 349,00 | 4 203 | 46 600,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 41 765 | 10,05 | 661 | 8,73 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5 157 | 0,84 | 82 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 15 089 | 19,48 | 239 | 17,82 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 31 220 | 23,63 | 494 | 22,03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 161 422 | 24,49 | 2 554 | 22,92 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 33 690 | 536 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18 014 | 0,35 | 285 | −1,05 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 54 069 | 7,16 | 855 | 5,82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 602 451 | 64,39 | 9 531 | 62,32 | ||||
| 2025-05-28 | 13F/A | Modern Wealth Management, LLC | 16 048 | 253 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 49 552 | 2,14 | 784 | 0,77 | ||||
| 2025-08-14 | 13F | UBS Group AG | 697 719 | 0,79 | 11 038 | −0,48 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 55 839 | 1,59 | 883 | 0,34 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 33 127 | 2,71 | 524 | 1,55 | ||||
| 2025-05-02 | 13F | Retirement Planning Co of New England, Inc. | 10 750 | 172 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 19 965 | 2,57 | 316 | 1,29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 16 701 | 3,02 | 264 | 1,93 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 35 507 | 562 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11 900 | 1,71 | 188 | 0,53 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 038 710 | 3,95 | 16 432 | 2,66 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 12 022 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 73 | 1 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 332 | 21 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16 121 | 19,87 | 255 | 18,60 | ||||
| 2025-07-25 | NP | FCEF - First Trust 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 | 28 709 | 6,04 | 450 | 1,81 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 20 822 | 0,23 | 329 | −0,90 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 40 855 | 1 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 153 486 | 0,66 | 2 428 | −0,57 |
