Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Nuveen Taxable Municipal Income Fund includono BCS Private Wealth Management, Inc., Sagespring Wealth Partners, Llc, Kovitz Investment Group Partners, LLC, Modern Wealth Management, LLC, e Evolution Wealth Management Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-15 | 13F | Noble Wealth Management PBC | 46.935 | 1,65 | 752 | 8,68 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 2.050 | 32 | ||||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 51.741 | 2,58 | 819 | 1,24 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 18.214 | 0,52 | 288 | -0,69 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 746.786 | 3,14 | 11.886 | 1,88 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 18 | -5,56 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21.058 | 7,71 | 333 | 6,39 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 16.423 | 3,90 | 260 | 2,37 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1.944.464 | 5,78 | 30.761 | 4,46 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 26.605 | 4.349,00 | 4.203 | 46.600,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 41.765 | 10,05 | 661 | 8,73 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5.157 | 0,84 | 82 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 15.089 | 19,48 | 239 | 17,82 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 31.220 | 23,63 | 494 | 22,03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 161.422 | 24,49 | 2.554 | 22,92 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 33.690 | 536 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18.014 | 0,35 | 285 | -1,05 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 54.069 | 7,16 | 855 | 5,82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 602.451 | 64,39 | 9.531 | 62,32 | ||||
| 2025-05-28 | 13F/A | Modern Wealth Management, LLC | 16.048 | 253 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 49.552 | 2,14 | 784 | 0,77 | ||||
| 2025-08-14 | 13F | UBS Group AG | 697.719 | 0,79 | 11.038 | -0,48 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 55.839 | 1,59 | 883 | 0,34 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 33.127 | 2,71 | 524 | 1,55 | ||||
| 2025-05-02 | 13F | Retirement Planning Co of New England, Inc. | 10.750 | 172 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 19.965 | 2,57 | 316 | 1,29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 16.701 | 3,02 | 264 | 1,93 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 35.507 | 562 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11.900 | 1,71 | 188 | 0,53 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1.038.710 | 3,95 | 16.432 | 2,66 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 12.022 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 73 | 1 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1.332 | 21 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16.121 | 19,87 | 255 | 18,60 | ||||
| 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 | 28.709 | 6,04 | 450 | 1,81 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 20.822 | 0,23 | 329 | -0,90 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 40.855 | 1 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 153.486 | 0,66 | 2.428 | -0,57 |
