Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Nuveen AMT-Free Quality Municipal Income Fund inkluderar BHILX - BHILL Fund Managed Account Completion Shares, Intellectus Partners, LLC, Linscomb & Williams, Inc., Alpha Financial Partners, LLC, Abel Hall, LLC, Brown Brothers Harriman & Co, Cary Street Partners Financial Llc, Duncker Streett & Co Inc, Caitlin John, LLC, Plan Group Financial, LLC, German American Bancorp, Inc., Quantinno Capital Management LP, Riverstone Advisors, LLC, Chung Wu Investment Group, LLC, Traub Capital Management LLC, och Atlantic Union Bankshares Corp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 24 195 | 106,37 | 264 | 101,53 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 76 086 | 5,68 | 831 | 2,98 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 209 722 | 23,89 | 2 290 | 20,84 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 53 675 | 586 | ||||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 9 215 | 0,71 | 101 | −1,96 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 21 088 | 232 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 105 332 | 17,33 | 1 150 | 14,43 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 1 463 113 | 1,97 | 15 977 | −0,58 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 37 785 | 2,89 | 413 | 0,24 | ||||
| 2025-08-14 | 13F | Cura Wealth Advisors, Llc | 308 000 | 0,33 | 3 363 | −2,18 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 24 363 | 244,01 | 266 | 250,00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 39 837 | 8,14 | 435 | 5,58 | ||||
| 2025-08-05 | 13F | Seelaus Asset Management LLC | 18 800 | 23,28 | 205 | 20,59 | ||||
| 2025-08-14 | 13F | Comerica Bank | 36 309 | 2,67 | 396 | 0,00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 63 537 | 51,99 | 694 | 48,08 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 15 981 | 1,68 | 175 | −1,14 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 266 537 | 20,47 | 3 | 0,00 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 50 000 | 546 | ||||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 345 091 | 50,45 | 3 741 | 45,64 | ||||
| 2025-08-07 | 13F | PFG Advisors | 19 650 | 13,58 | 215 | 10,88 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 33 884 | 1,50 | 370 | −0,80 | ||||
| 2025-07-07 | 13F | Wesbanco Bank Inc | 112 518 | 0,48 | 1 229 | −2,07 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 13 286 | 1,07 | 145 | −1,36 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4 703 | 0,88 | 51 | −1,92 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 1 550 | 17 | ||||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 1 243 338 | 0,39 | 14 | 0,00 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 19 852 | 0,56 | 217 | −2,26 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 276 650 | 36,24 | 3 021 | 32,85 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 37 454 | 409 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 71 645 | 68,97 | 782 | 0,77 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 80 772 | 5,11 | 882 | 2,56 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 807 866 | 0,09 | 19 742 | −2,41 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 24 000 | 262 | ||||||
| 2025-07-15 | 13F | Financial Management Professionals, Inc. | 2 202 | 1,99 | 24 | 0,00 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 17 287 | 3,22 | 189 | 0,53 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 437 | 2,10 | 5 | 0,00 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 12 281 | 134 | ||||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 69 904 | 7,88 | 763 | 5,24 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 10 860 | 0,23 | 119 | −2,48 | ||||
| 2025-05-15 | 13F | Concorde Asset Management, LLC | 47 376 | 69,77 | 518 | 64,97 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 12 650 | 138 | ||||||
| 2025-07-09 | 13F | Breakwater Capital Group | 142 101 | 6,48 | 1 552 | 3,82 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 34 785 | 5,02 | 382 | 2,41 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 13 575 | 148 | ||||||
| 2025-08-18 | 13F/A | Nomura Holdings Inc | 10 000 | 109 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 275 329 | 16,82 | 3 008 | 13,94 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 33 643 | 14,98 | 367 | 12,92 | ||||
| 2025-08-29 | NP | BHILX - BHILL Fund Managed Account Completion Shares | 162 569 | 1 775 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 1 045 392 | 145,72 | 11 416 | 139,61 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 1 575 | 1,61 | 18 | 0,00 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 23 589 | 0,02 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 433 093 | 6,65 | 4 729 | 3,98 | ||||
| 2025-05-29 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 124 000 | 520,00 | 1 389 | 516,89 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 258 | −2,65 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 37 543 | 84,22 | 410 | 79,39 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 132 672 | 43,03 | 1 461 | 40,66 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 92 592 | 1,42 | 1 011 | −1,08 | ||||
| 2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 17 836 | 47,02 | 195 | 43,70 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 208 557 | 20,38 | 2 277 | 17,37 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 21 670 | 9,43 | 237 | 7,27 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 123 554 | 18,55 | 1 349 | 15,60 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 132 458 | 2,12 | 1 446 | −0,41 | ||||
| 2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 19 142 | 0,07 | 209 | −2,34 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 267 635 | 1,26 | 2 923 | −1,28 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 218 223 | 4,97 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | German American Bancorp, Inc. | 10 604 | 116 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 67 605 | 203,49 | 738 | 196,39 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 201 115 | 6,87 | 2 196 | 4,22 | ||||
| 2025-07-22 | 13F | Chung Wu Investment Group, LLC | 6 000 | 66 | ||||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 651 049 | 5,59 | 7 109 | 2,95 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1 201 417 | 0,69 | 13 120 | −1,83 | ||||
| 2025-07-22 | 13F | Kercheville Advisors, LLC | 133 186 | 1,59 | 1 454 | −0,95 | ||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 255 089 | 3,24 | 2 804 | 0,68 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 3 100 | 34 | ||||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 13 286 | 2,70 | 146 | 1,39 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 72 852 | 51,42 | 796 | 47,77 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1 509 | 1,96 | 0 | |||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 11 779 | 129 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 16 239 | 177 | ||||||
| 2025-08-04 | 13F | Simon Quick Advisors, Llc | 17 480 | 2,40 | 191 | −0,52 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 322 983 | 5,31 | 3 527 | 2,68 | ||||
| 2025-08-06 | 13F | Smh Capital Advisors Inc | 12 201 | 2,37 | 133 | 0,00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 33 834 | 2,67 | 369 | 0,00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 52 529 | 2,47 | 574 | −0,17 | ||||
| 2025-07-11 | 13F | Congress Park Capital LLC | 1 302 500 | 12,28 | 14 223 | 9,48 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 127 291 | 1 390 | ||||||
| 2025-07-11 | 13F | Myecfo, Llc | 54 200 | 3,24 | 592 | 0,51 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11 840 | 1,03 | 0 | |||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 451 839 | 14,94 | 4 967 | 12,10 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 17 544 | 2,01 | 192 | −0,52 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 18 794 | 0,80 | 205 | −1,44 | ||||
| 2025-07-14 | 13F | Caitlin John, LLC | 13 450 | 147 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 28 755 | 30,67 | 314 | 27,64 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 32 278 | 11,95 | 352 | 8,98 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 14 073 | 11,02 | 154 | 8,51 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 171 234 | 31,24 | 1 870 | 27,99 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1 950 271 | 0,01 | 21 297 | −2,49 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 46 752 | 38,41 | 511 | 34,92 | ||||
| 2025-07-15 | 13F | Fortitude Family Office, LLC | 3 030 | 49,26 | 33 | 50,00 | ||||
| 2025-08-05 | 13F | Palogic Value Management, L.P. | 317 146 | 11,96 | 3 463 | 9,17 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 147 369 | 7,28 | 1 609 | 4,62 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 21 322 | 0 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 120 298 | 37,63 | 1 314 | 34,25 | ||||
| 2025-07-29 | 13F | Mezzasalma Advisors, LLC | 19 044 | 1,84 | 208 | −0,96 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 15 733 | 14,56 | 172 | 11,76 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 781 188 | 10,20 | 9 | 14,29 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10 500 | 115 | ||||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 22 659 | 0,71 | 247 | −1,59 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6 630 | 72 | ||||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 4 716 | 1,99 | 52 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25 003 | 8,03 | 0 | |||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 20 802 | 8,89 | 223 | 4,69 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1 225 851 | 7,82 | 13 386 | 5,12 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 208 401 | 32,99 | 2 276 | 29,63 | ||||
| 2025-08-01 | 13F | Petra Financial Advisors Inc | 130 344 | 0,02 | 1 423 | −2,47 | ||||
| 2025-08-14 | 13F | Leisure Capital Management | 23 418 | 4,46 | 256 | 1,59 | ||||
| 2025-08-14 | 13F | Capital & Planning, Llc | 125 210 | 4,05 | 1 367 | 1,48 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 427 255 | 7,34 | 4 666 | 4,67 | ||||
| 2025-08-05 | 13F | Intellectus Partners, LLC | 152 180 | 1 673 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1 067 | 1 381,94 | 12 | |||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 122 591 | 0,07 | 1 339 | −2,48 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 63 403 | 96,68 | 692 | 91,69 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 22 457 | 814,00 | 245 | 807,41 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 29 552 | 21,37 | 323 | 18,38 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 25 762 | 1,75 | 281 | −0,71 | ||||
| 2025-08-13 | 13F | McGowan Group Asset Management, Inc. | 1 287 198 | 10,59 | 14 056 | 7,82 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 1 051 652 | 2,23 | 11 484 | −0,32 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 43 657 | 38,30 | 477 | 34,84 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 27 884 | 42,53 | 304 | 38,81 | ||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 25 716 | 14,73 | 281 | 17,15 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 58 262 | 2,22 | 636 | −0,31 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 966 | 278,81 | 21 | 320,00 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 209 829 | 27,05 | 2 291 | 23,90 | ||||
| 2025-08-12 | 13F | Riverstone Advisors, LLC | 10 088 | 110 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 11 839 | 130 | ||||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 15 393 | 7,80 | 168 | 5,66 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 9 200 | 5,75 | 100 | 3,09 | ||||
| 2025-07-28 | 13F | IFC Advisors LLC | 140 389 | 1 533 | ||||||
| 2025-08-05 | 13F | Uniting Wealth Partners, LLC | 70 828 | 0,90 | 773 | −1,65 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 18 541 | 1,16 | 202 | −1,46 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 33 349 | 0,15 | 364 | −2,15 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 49 274 | 538 |
