Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Nuveen Select Tax-Free Income Portfolio includono 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, e Trust Co Of Toledo Na /oh/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 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 |
