Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Nuveen New York AMT-Free Quality Municipal Income Fund inkluderar Traub Capital Management LLC, BCS Private Wealth Management, Inc., Balyasny Asset Management Llc, Financial Network Wealth Management LLC, WPG Advisers, LLC, och Comerica Bank .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mariner, LLC | 63 813 | 3,98 | 632 | 0,00 | ||||
| 2025-07-17 | 13F | Stockman Wealth Management, Inc. | 30 000 | 297 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 445 312 | 1,92 | 4 413 | −1,93 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 16 630 | 9,91 | 165 | 5,81 | ||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 44 500 | 15,58 | 441 | 11,11 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1 056 567 | 9,45 | 10 471 | 5,30 | ||||
| 2025-08-08 | 13F | Creative Planning | 11 281 | 112 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 683 107 | 26,23 | 6 770 | 21,46 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 69 132 | 587,88 | 1 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 43 068 | 307,53 | 429 | 293,58 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 18 765 | 3,23 | 186 | −1,07 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 260 163 | 1,00 | 2 578 | −2,83 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 24 600 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 75 032 | 3,33 | 1 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11 973 | 0,47 | 119 | −2,48 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 128 919 | 8,46 | 1 278 | 4,33 | ||||
| 2025-08-14 | 13F | Lazard Asset Management Llc | 0 | |||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9 243 | 45,72 | 92 | 40,00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 28 468 | 14,39 | 0 | |||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 53 359 | 529 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 81 910 | 27,39 | 779 | 17,52 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 17 174 | 6,69 | 170 | 3,03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 70 210 | 14,69 | 696 | 10,32 | ||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 41 891 | 415 | ||||||
| 2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 12 123 | 120 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 263 169 | 4,22 | 2 608 | 0,27 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 50 778 | 39,30 | 503 | 34,13 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 57 098 | 47,10 | 566 | 41,60 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 68 929 | 1 449,66 | 683 | 1 417,78 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 14 103 | 140 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1 573 | 16 | ||||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 7 421 | 0 | ||||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 130 | 1 | ||||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 140 575 | 96,66 | 1 393 | 89,27 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 46 763 | 1,15 | 0 | |||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 256 231 | 7,16 | 2 539 | 3,13 | ||||
| 2025-08-14 | 13F | Comerica Bank | 20 | 0 | ||||||
| 2025-08-14 | 13F | Fmr Llc | 206 | 2 | ||||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 3 113 | 48,24 | 31 | 42,86 |
