Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Nuveen Select Tax-Free Income Portfolio inkluderar Brown Brothers Harriman & Co, Balyasny Asset Management Llc, Glenmede Investment Management, LP, Plan Group Financial, LLC, Wealth Enhancement Advisory Services, Llc, U.S. Capital Wealth Advisors, LLC, Diligent Investors, LLC, Sound Income Strategies, LLC, Valley National Advisers Inc, och Trust Co Of Toledo Na /oh/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Plan Group Financial, LLC | 16 540 | 232 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 10 774 | 83,79 | 151 | 79,76 | ||||
| 2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 182 240 | 7,64 | 2 550 | 0,99 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 855 | 200,00 | 12 | 200,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 28 108 | 395 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 197 536 | 1,03 | 2 775 | −1,21 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 13 790 | 10,54 | 194 | 7,82 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 24 607 | 346 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13 571 | 190 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 13 207 | 0,60 | 186 | −1,60 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 446 821 | 1,18 | 6 278 | −1,09 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10 000 | 140 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 63 810 | 3,65 | 897 | 1,36 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 31 581 | 16,75 | 444 | 14,18 | ||||
| 2025-05-12 | 13F | Hirtle Callaghan & Co LLC | 909 | −5,11 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 508 084 | 0,10 | 7 139 | −2,13 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 182 | −2,15 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 215 593 | 0,89 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 9 808 | 1,10 | 138 | −1,44 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 11 487 | 1,11 | 161 | −1,23 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 158 104 | 3,26 | 2 207 | 0,46 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 55 | 1 | ||||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 10 000 | 140 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 22 195 | 312 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10 865 | 153 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 020 | 56 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 20 071 | 0,10 | 282 | −2,08 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 51 882 | 63,62 | 729 | 60,22 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3 316 | 47 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 21 893 | 16,45 | 308 | 13,70 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 108 594 | 10,66 | 1 525 | 8,16 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 58 784 | 0,17 | 826 | −2,14 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 184 906 | 2,08 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13 619 | 14,58 | 191 | 12,35 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12 160 | 16,42 | 171 | 13,33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 256 934 | 1,12 | 3 610 | −1,15 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 317 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 41 511 | 3,83 | 583 | 1,57 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 43 029 | 20,86 | 605 | 18,20 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 822 807 | 30,64 | 11 560 | 27,73 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 25 710 | 1,98 | 361 | −0,28 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12 149 | 0,45 | 171 | −1,73 |
