Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Nuveen Nasdaq 100 Dynamic Overwrite Fund inkluderar Summit Financial, LLC, Trust Co Of Vermont, Bell Investment Advisors, Inc, och Motco .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 161 035 | 150,43 | 4 353 | 178,44 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 11 865 | 0,59 | 322 | 15,00 | ||||
| 2025-07-08 | 13F | Next Level Private LLC | 8 055 | 213 | ||||||
| 2025-05-14 | 13F | Huntington National Bank | 17 | −11,11 | ||||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 189 421 | 481,96 | 5 014 | 548,51 | ||||
| 2025-07-30 | 13F | Schnieders Capital Management Llc | 48 895 | 6,54 | 1 294 | 18,72 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 223 017 | 6,32 | 32 373 | 18,50 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 2 818 | 66,94 | 74 | 85,00 | ||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 3 349 | 89 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 47 559 | 21,91 | 1 259 | 35,85 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 047 158 | 15,18 | 54 188 | 28,38 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 34 481 | 2,74 | 913 | 14,43 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 82 701 | 2,29 | 2 | 100,00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 9 | 12,50 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 9 905 | 267 | ||||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 15 390 | 20,64 | 366 | 5,80 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 7 587 | 201 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 862 | 102 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 186 894 | 5,87 | 4 948 | 18,01 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7 738 | 205 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 7 836 | 207 | ||||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 13 414 | 0,04 | 355 | 11,64 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 21 869 | 3,26 | 579 | 15,14 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 18 130 | 0,42 | 480 | 11,92 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 413 | 339,36 | 11 | 400,00 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 9 433 | 1,97 | 250 | 13,70 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 492 | 28,46 | 13 | 44,44 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 2 219 | 59 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 81 | 2 | ||||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 19 643 | 0,15 | 520 | 11,61 | ||||
| 2025-08-01 | 13F | Vision Financial Markets Llc | 410 | 2,50 | 11 | 11,11 | ||||
| 2025-07-16 | 13F | Diversified Enterprises, LLC | 12 434 | 0,78 | 329 | 12,29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 4 545 | 120 | ||||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17 810 | 10,70 | 450 | 7,93 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 59 620 | 8,11 | 2 | 0,00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 412 622 | 17,22 | 10 922 | 30,65 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13 298 | 19,34 | 352 | 32,95 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 7 935 | 210 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 125 155 | 2,68 | 3 | 50,00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 27 889 | 197,93 | 738 | 233,94 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 87 851 | 3,46 | 2 325 | 15,33 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 20 128 | 19,92 | 533 | 33,67 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 13 934 | 0,87 | 369 | 12,20 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 78 927 | 2 089 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 101 016 | 27,09 | 2 674 | 41,65 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 19 951 | 2,60 | 528 | 14,53 | ||||
| 2025-08-14 | 13F | 1607 Capital Partners, LLC | 522 323 | 1,04 | 13 826 | 12,61 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 18 922 | 501 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 35 381 | 3,95 | 937 | 15,84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 524 643 | 11,49 | 13 887 | 24,26 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 394 570 | 3,97 | 10 444 | 15,88 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 823 010 | 1,02 | 21 785 | 12,60 | ||||
| 2025-08-01 | 13F | Motco | 700 | 19 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4 766 | 58,08 | 126 | 77,46 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 820 | 68,52 | 48 | 92,00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 26 144 | 44,57 | 692 | 61,31 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 658 | 17 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 521 | 223,21 | 67 | 266,67 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 11 135 | 4,93 | 295 | 16,67 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 503 646 | 20,40 | 13 332 | 34,18 | ||||
| 2025-07-15 | 13F | Bay Capital Advisors, LLC | 10 003 | 0,53 | 265 | 11,86 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 7 783 | 206 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 23 566 | 624 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 12 344 | 1,45 | 327 | 13,19 |
