Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Nuveen Municipal Value Fund, Inc. inkluderar ROBAX - Robinson Tax Advantaged Income Fund Class A Shares, Robinson Capital Management, Llc, Whitaker-Myers Wealth Managers, LTD., Element Wealth, LLC, Golden State Equity Partners, Franklin Resources Inc, Plan Group Financial, LLC, Coordinated Financial Services, Inc., SOUTH STATE Corp, Sofos Investments, Inc., Marshall & Sullivan Inc /wa/, Valley National Advisers Inc, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-14 | 13F | Golden State Equity Partners | 16 066 | 140 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 2 758 585 | 37,10 | 23 972 | 35,86 | ||||
| 2025-07-25 | 13F | Dynamic Financial Group | 153 522 | 47,53 | 1 334 | 46,27 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 108 596 | 17,51 | 944 | 16,42 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 785 135 | 13,99 | 15 513 | 12,95 | ||||
| 2025-07-11 | 13F | Congress Park Capital LLC | 551 632 | 9,69 | 4 794 | 8,68 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 72 066 | 3,42 | 626 | 2,45 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 20 941 | 0,21 | 182 | −1,09 | ||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 132 065 | 0,88 | 1 152 | −0,09 | ||||
| 2025-08-06 | 13F | SOUTH STATE Corp | 6 718 | 58 | ||||||
| 2025-07-09 | 13F | Wolff Financial Management Llc | 11 956 | 1,12 | 0 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 14 382 | 0,43 | 125 | −0,80 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 25 163 | 2,83 | 219 | 1,87 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 49 537 | 0,21 | 430 | −0,69 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4 370 | 0,88 | 38 | 0,00 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 27 664 | 240 | ||||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 13 497 | 0,39 | 117 | 0,00 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 34 026 | 4,14 | 296 | 3,15 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 44 225 | 10,88 | 384 | 10,03 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 753 | 33 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 942 | 1,89 | 17 | 0,00 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 10 000 | 87 | ||||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 47 337 | 411 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 431 719 | 72,83 | 3 747 | 71,49 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 105 301 | 0,00 | 915 | −0,87 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 1 917 495 | 11,29 | 16 663 | 10,28 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 4 806 | 1,12 | 42 | 0,00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 280 | 20 | ||||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 17 359 | 0,28 | 151 | −0,66 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 11 761 | 9,29 | 102 | 8,51 | ||||
| 2025-07-22 | 13F | Orca Wealth Management, LLC | 20 266 | 0,95 | 176 | 0,00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 22 913 | 199 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 750 | 7 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 22 511 | 9,75 | 196 | 8,94 | ||||
| 2025-08-27 | NP | ROBAX - Robinson Tax Advantaged Income Fund Class A Shares | 165 384 | 1 437 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 8 147 | 8,61 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 27 274 | 237 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 14 110 | 0,12 | 123 | −0,81 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 42 700 | 1,06 | 371 | 0,27 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 22 332 | 50,87 | 194 | 50,39 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 2 178 | 1,11 | 19 | 0,00 | ||||
| 2025-08-13 | 13F | Plan Group Financial, LLC | 12 978 | 113 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 897 | 8 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 13 060 | 113 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 436 | 0,46 | 4 | 0,00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 6 915 017 | 0,47 | 60 091 | −0,45 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 27 021 | 85,67 | 236 | 85,83 | ||||
| 2025-08-14 | 13F | Harmony Asset Management Llc | 102 500 | 7,33 | 891 | 6,33 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 19 | 216,67 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 11 938 | 104 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 186 936 | 37,90 | 1 625 | 36,70 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 26 100 | 105,11 | 227 | 103,60 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 125 689 | 0,25 | 1 092 | −0,64 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11 082 | 5,53 | 95 | 2,17 | ||||
| 2025-07-28 | 13F | Eq Wealth Advisors, Llc | 5 138 | 0,37 | 45 | 0,00 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 1 000 623 | 0,53 | 9 | 0,00 | ||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 92 765 | 0,20 | 806 | −0,62 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 33 947 | 65,02 | 295 | 63,89 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 35 829 | 1,17 | 311 | 0,32 | ||||
| 2025-07-10 | 13F | High Net Worth Advisory Group LLC | 70 000 | 7,69 | 608 | 6,67 | ||||
| 2025-07-18 | 13F | Vicus Capital | 33 234 | 1,13 | 289 | 0,00 | ||||
| 2025-07-11 | 13F | Annex Advisory Services, LLC | 11 590 | 101 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 33 491 | 99,87 | 291 | 99,32 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 2 000 | 18 | ||||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 24 543 | 1,63 | 213 | 0,95 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 491 082 | 25,66 | 4 268 | 24,51 | ||||
| 2025-07-23 | 13F | 1 North Wealth Services Llc | 0 | 0 | ||||||
| 2025-07-30 | 13F | Roman Butler Fullerton & Co | 224 776 | 1,14 | 1 920 | 1,16 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 16 972 | 147 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 18 983 | 0,90 | 165 | 0,00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 89 363 | 24,69 | 777 | 23,57 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 556 349 | 9,21 | 4 834 | 8,19 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 348 | 257,73 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 61 180 | 0,54 | 532 | −0,38 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 12 992 | 2,36 | 113 | 0,90 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 1 000 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 110 887 | 25,95 | 964 | 24,74 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1 550 540 | 2,84 | 13 474 | 1,90 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 11 630 | 101 | ||||||
| 2025-07-29 | 13F | Disciplined Investments, LLC | 60 402 | 0,83 | 525 | −0,19 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 257 | 1,18 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 142 485 | 0,76 | 1 238 | −0,16 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 32 544 | 6,60 | 283 | 5,62 | ||||
| 2025-07-23 | 13F | Seamount Financial Group Inc | 62 799 | 4,73 | 546 | 3,81 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6 873 | 30,76 | 60 | 28,26 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 190 266 | 3,08 | 10 343 | 2,14 | ||||
| 2025-07-29 | 13F | Dumont & Blake Investment Advisors Llc | 16 217 | 27,90 | 141 | 26,13 | ||||
| 2025-07-11 | 13F | Marshall & Sullivan Inc /wa/ | 1 840 | 16 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 877 | 0,21 | 34 | 0,00 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 128 959 | 38,90 | 1 121 | 37,59 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 86 534 | 752 | ||||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 91 720 | 101,80 | 797 | 100,25 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 240 372 | 3,97 | 2 089 | 3,01 | ||||
| 2025-08-14 | 13F | Robinson Capital Management, Llc | 165 384 | 1 437 |
