Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Nuveen Nasdaq 100 Dynamic Overwrite Fund inkluderar Advisor OS, LLC, Tulsa Wealth Advisors, INC, Diversify Wealth Management, Llc, XTX Topco Ltd, Golden State Equity Partners, Abound Wealth Management, BlackRock, Inc., SageView Advisory Group, LLC, Hickory Point Bank & Trust, Highline Wealth Partners Llc, och Root Financial Partners, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1 006 | 27 | ||||||
| 2026-05-06 | 13F | WealthTrust Asset Management, LLC | 11 696 | 23,08 | 312 | 14,76 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 16 408 | 19,05 | 438 | 11,20 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 56 321 | 9,71 | 1 502 | 2,60 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3 366 | 46,99 | 96 | 53,23 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 243 838 | 25,02 | 6 503 | 16,92 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 419 171 | 4,25 | 11 179 | −2,51 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 27 895 | 62,40 | 744 | 51,94 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 48 | 1 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 13 567 | 25,10 | 361 | 16,83 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 21 261 | 567 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 75 820 | 5,27 | 2 162 | 216 100,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 73 344 | 590,23 | 1 956 | 545,54 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 745 857 | 0,29 | 19 892 | −6,21 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 708 | 19 | ||||||
| 2026-05-15 | 13F | Millennium Management Llc | 24 688 | 250,93 | 658 | 229,00 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 200 | 5 | ||||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 25 542 | 42,68 | 681 | 33,53 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 10 286 | 10,02 | 274 | 3,01 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 17 486 | 1,50 | 499 | 5,29 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 19 | 12,50 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 235 769 | 0,80 | 6 | 0,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 727 794 | 0,12 | 19 410 | −6,37 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 212 827 | 3,56 | 5 677 | −3,17 | ||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 225 | 1,81 | 6 | 0,00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 9 863 | 0,93 | 269 | −3,24 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 15 786 | 22,60 | 421 | 14,71 | ||||
| 2026-05-08 | 13F | Cypress Capital Management LLC (WY) | 177 931 | 9,43 | 4 854 | 4,68 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 8 997 | 15,49 | 242 | 8,56 | ||||
| 2026-05-15 | 13F | Ionic Capital Management LLC | 66 113 | 6,91 | 1 763 | 0,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 55 703 | 23,86 | 1 486 | 15,83 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 9 196 | 26,34 | 245 | 18,36 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 14 350 | 149,00 | 383 | 132,93 | ||||
| 2026-04-17 | 13F | PMG Family Office LLC | 60 228 | 0,70 | 1 643 | −3,64 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2 708 | 72 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 30 266 | 1,35 | 807 | −5,17 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 18 224 | 9,24 | 486 | 2,32 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 600 | 16 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 291 | 8 | ||||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 23 053 | 4,15 | 615 | −2,69 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 8 821 | 5,00 | 235 | |||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 15 007 | 400 | ||||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 568 698 | 8,06 | 15 167 | 1,06 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 5 714 | 23,84 | 152 | 16,03 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 44 553 | 12,47 | 1 188 | 5,23 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 23 169 | 618 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 375 648 | 3,08 | 10 019 | −3,61 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 8 633 | 230 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 13 216 | 393 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 100 726 | 10,05 | 2 686 | 2,91 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 15 069 | 7,97 | 402 | 0,75 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1 248 095 | 0,62 | 33 287 | −5,91 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 4 050 | 108 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 28 375 | 9,45 | 757 | 2,30 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 9 354 | 9,56 | 267 | 9,47 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 31 567 | 0,16 | 842 | −6,35 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 100 | 3 | ||||||
| 2026-05-12 | 13F | Creative Planning | 11 461 | 10,85 | 306 | 3,74 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 45 829 | 1 222 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 127 390 | 3 398 | ||||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 3 800 | 0 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 11 529 | 307 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1 262 | 34 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 1 022 | 27 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 7 158 | 191 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 636 887 | 8,89 | 16 986 | 1,82 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 598 826 | 7,45 | 15 971 | 0,48 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 21 843 | 100,01 | 583 | 87,14 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 5 404 | 100,00 | 0 | |||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 18 226 | 3,35 | 486 | −3,19 | ||||
| 2026-01-29 | 13F | Comerica Bank | 11 561 | 0,23 | 330 | 4,11 |
