Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Nuveen Municipal Credit Opportunities Fund inkluderar Allspring Global Investments Holdings, LLC, Modern Wealth Management, LLC, StoneX Group Inc., Geneos Wealth Management Inc., Advyzon Investment Management, LLC, Atria Wealth Solutions, Inc., Smith, Moore & Co., Cetera Investment Advisers, River Street Advisors LLC, Bernard Wealth Management Corp., och Allworth Financial LP .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | River Street Advisors LLC | 10 703 | 115 | ||||||
| 2025-07-17 | 13F | Paradigm Financial Partners, Llc | 18 912 | 1,97 | 203 | 2,02 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 112 988 | 0,71 | 1 212 | 1,00 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 098 | 12 | ||||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 25 248 | 271 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18 456 | 75,02 | 198 | 76,79 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 28 500 | 1,79 | 306 | 2,01 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 11 711 | 11,48 | 126 | 11,61 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 35 286 | 379 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 18 900 | 40,00 | 203 | 40,28 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 12 418 | 0,22 | 0 | |||||
| 2025-05-29 | 13F/A | Modern Wealth Management, LLC | 45 000 | 496 | ||||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 2 800 | 30 | ||||||
| 2025-08-13 | 13F | StoneX Group Inc. | 37 605 | 404 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 84 927 | 0,58 | 911 | 0,89 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 106 565 | 1 143 | ||||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 264 000 | 3,94 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 15 762 | 169 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 21 762 | 234 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 95 030 | 132,04 | 1 020 | 132,65 | ||||
| 2025-07-08 | 13F | Melone Private Wealth, LLC | 595 983 | 8,31 | 6 341 | 7,71 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1 210 | 1,94 | 13 | 0,00 | ||||
| 2025-05-30 | NP | RiverNorth Opportunistic Municipal Income Fund, Inc. | 33 329 | 94,39 | 357 | 96,69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 299 187 | 22,40 | 3 210 | 22,75 | ||||
| 2025-08-28 | NP | Cohen & Steers Closed-end Opportunity Fund, Inc. | 210 000 | 5,00 | 2 253 | 5,28 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 147 818 | 1,93 | 2 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 351 072 | 2,43 | 3 767 | 2,73 | ||||
| 2025-05-02 | 13F | Retirement Planning Co of New England, Inc. | 19 000 | 203 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 11 796 | 0 | ||||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 158 479 | 1 700 | ||||||
| 2025-08-05 | 13F | Wakefield Asset Management LLLP | 85 531 | 2,41 | 918 | 2,68 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 13 867 | 149 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 128 398 | 4,09 | 1 378 | 4,40 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 292 | 3 | ||||||
| 2025-05-30 | NP | RiverNorth Flexible Municipal Income Fund, Inc. | 31 804 | 94,39 | 340 | 96,53 | ||||
| 2025-08-14 | 13F | Comerica Bank | 24 173 | 5,73 | 259 | 6,15 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 19 000 | 205 |
