Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Nuveen S&P 500 Buy-Write Income Fund includono Polar Asset Management Partners Inc., Smallwood Wealth Investment Management, LLC, e Colonial Trust Advisors .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-15 | 13F | World Equity Group, Inc. | 26.750 | 102,65 | 371 | 114,45 | ||||
2025-08-11 | 13F | Alteri Wealth LLC | 47.955 | 10,48 | 666 | 16,87 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 27.630 | 0,93 | 384 | 6,69 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 32.256 | 29,21 | 448 | 36,70 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 2.511 | 35 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18.292 | 5,02 | 254 | 10,96 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1.689.550 | 1,44 | 23.451 | 7,32 | ||||
2025-08-14 | 13F | Polar Asset Management Partners Inc. | 156.696 | 2.175 | ||||||
2025-07-14 | 13F | Matrix Trust Co | 57.855 | 0,67 | 1 | |||||
2025-07-16 | 13F | Twelve Points Wealth Management LLC | 432.690 | 4,27 | 6.006 | 10,30 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 2.200 | 31 | ||||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 34.524 | 1,75 | 479 | 7,64 | ||||
2025-08-05 | 13F | Sage Capital Management, LLC | 255.095 | 2,35 | 3.541 | 8,26 | ||||
2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 4.027 | 53 | ||||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5.680 | 2,64 | 79 | 8,33 | ||||
2025-07-25 | 13F | Integrated Capital Management, Inc. | 23.069 | 2,70 | 320 | 8,84 | ||||
2025-08-12 | 13F | Richmond Investment Services, LLC | 114.171 | 95,73 | 1.585 | 107,06 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 47.367 | 10,33 | 657 | 16,70 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 87.831 | 102,31 | 1.219 | 114,24 | ||||
2025-08-05 | 13F | Huntington National Bank | 35 | 0,00 | ||||||
2025-08-12 | 13F | Advisors Asset Management, Inc. | 927.730 | 18,19 | 12.877 | 25,03 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 380.959 | 3,05 | 5.288 | 9,03 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 12.762 | 8,09 | 177 | 14,94 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 269.380 | 27,32 | 4 | 50,00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.090 | 43 | ||||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 18.291 | 1,72 | 254 | 7,66 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2.895 | 40 | ||||||
2025-07-15 | 13F | Focused Wealth Management, Inc | 333.887 | 1,57 | 4.634 | 7,47 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 26.414 | 116,45 | 373 | 133,13 | ||||
2025-08-14 | 13F | Comerica Bank | 92.866 | 3,05 | 1.289 | 8,97 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 17.905 | 5,32 | 0 | |||||
2025-08-06 | 13F | Prospera Financial Services Inc | 100.783 | 1,49 | 1.399 | 7,37 | ||||
2025-08-14 | 13F | Mariner, LLC | 16.381 | 12,93 | 227 | 19,47 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1.061 | 15 | ||||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 31.103 | 1,49 | 432 | 7,21 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 20.656 | 55,19 | 287 | 64,37 | ||||
2025-08-14 | 13F | Wetherby Asset Management Inc | 26.302 | 109,85 | 365 | 108,57 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 87.808 | 67,66 | 1.219 | 78,59 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 48.594 | 0,70 | 674 | 6,48 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 2.528 | 4,08 | 35 | 12,90 | ||||
2025-08-13 | 13F | Guggenheim Capital Llc | 723.627 | 8,17 | 10.044 | 14,44 | ||||
2025-08-04 | 13F | Spire Wealth Management | 37.364 | 10,23 | 519 | 16,67 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 22.147 | 18,73 | 307 | 25,82 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 50.446 | 1,03 | 700 | 6,87 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 169.380 | 2.351 | ||||||
2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 123.745 | 1,21 | 1.718 | 7,04 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 302.608 | 7,54 | 4.200 | 13,79 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 105.731 | 39,30 | 1.468 | 47,54 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 823.947 | 2,94 | 11.436 | 8,90 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 153.547 | 8,89 | 2.131 | 15,19 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1.629.051 | 0,85 | 22.611 | 6,69 | ||||
2025-08-15 | 13F | Morgan Stanley | 11.835.003 | 2,03 | 164.270 | 7,94 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 104.200 | 99,24 | 1.446 | 110,79 | ||||
2025-07-23 | 13F | Tyche Wealth Partners LLC | 25.640 | 0,07 | 356 | 5,65 | ||||
2025-07-16 | 13F | Instrumental Wealth, Llc | 25.251 | 5,92 | 353 | 15,41 | ||||
2025-08-14 | 13F | Colony Group, LLC | 30.143 | 21,39 | 418 | 28,62 | ||||
2025-08-14 | 13F | CoreFirst Bank & Trust | 930 | 13 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1.825 | 25 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 74.671 | 11,09 | 1.036 | 17,59 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 15.769 | 219 | ||||||
2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 905.057 | 42,10 | 12.562 | 50,34 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 47.387 | 3,15 | 658 | 9,14 | ||||
2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 68.604 | 0,24 | 952 | 6,13 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 3.600 | 380,00 | 50 | 444,44 | ||||
2025-08-15 | 13F | Puff Wealth Management, Llc | 81.552 | 3,15 | 1.132 | 9,06 | ||||
2025-08-07 | 13F | Allworth Financial LP | 36.858 | 244,79 | 512 | 278,52 | ||||
2025-08-14 | 13F | NCP Inc. | 127.332 | 0,82 | 1.767 | 6,64 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 567.331 | 1,63 | 8 | 0,00 | ||||
2025-07-29 | 13F | Commons Capital, Llc | 15.127 | 1,34 | 210 | 7,18 |