Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Nuveen Select Tax-Free Income Portfolio, to m.in Wedbush Securities Inc, NWF Advisory Services Inc., Gerber Kawasaki Wealth & Investment Management, Redwood Family Wealth LLC, Mml Investors Services, Llc, CAPROCK Group, Inc., Hilltop Holdings Inc., Williams Jones Wealth Management, LLC., MAI Capital Management, Rhl Group, Llc, Wolff Wiese Magana Llc, Noble Wealth Management PBC, Vanguard National Trust Co, Golden State Equity Partners, i Mather Group, Llc. .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
Zaktualizuj aby odblokować dane premii.
| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Raymond James Financial Inc | 315 139 | 38,58 | 4 522 | 41,05 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 43 058 | 618 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 12 700 | 182 | ||||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 13 994 | 37,25 | 201 | 39,86 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 7 | 0 | ||||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 101 012 | 12,19 | 1 450 | 14,18 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 102 794 | 147,25 | 1 475 | 151,71 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 542 458 | 19,50 | 7 784 | 21,63 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 19 859 | 285 | ||||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 13 342 | 191 | ||||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 12 957 | 186 | ||||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 1 316 | 19 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 39 032 | 1 | ||||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 21 802 | 313 | ||||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 21 168 | 304 | ||||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 17 361 | 0,08 | 249 | 2,05 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 8 277 | 119 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 18 616 | 45,67 | 267 | 48,33 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 1 410 | 20 | ||||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 15 733 | 0,50 | 226 | 2,27 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 5 187 | 0,04 | 74 | 1,37 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 1 600 | 23 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 6 708 | 142,43 | 96 | 146,15 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 19 702 | 29,05 | 283 | 31,16 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 19 909 | 281 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 546 428 | 44,07 | 7 841 | 46,64 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 10 305 | 148 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 12 026 | 173 | ||||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 10 391 | 149 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 174 | 2 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 4 000 | 57 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 47 228 | 37,99 | 1 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 107 212 | 65,46 | 1 538 | 68,46 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 109 340 | 62,99 | 1 569 | 66,03 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2 436 | 62,83 | 35 | 61,90 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 209 840 | 0,33 | 3 011 | 2,10 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 1 072 | 15 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 147 201 | 46,02 | 2 112 | 48,63 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 393 980 | 47,40 | 6 | 66,67 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 666 432 | 15,64 | 9 563 | 17,70 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1 426 792 | 9,16 | 20 474 | 11,09 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 15 050 | 216 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 829 | 12 | ||||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 5 784 | 0,45 | 83 | 2,47 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1 988 | 571,62 | 29 | 600,00 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 10 346 | 148 | ||||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 10 176 | 1,11 | 143 | 1,42 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 3 442 | 1,12 | 49 | 2,08 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 22 942 | 0,10 | 329 | 1,86 | ||||
| 2026-04-22 | 13F | Youngs Advisory Group, Inc. | 29 865 | 5,90 | 429 | 7,81 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 34 973 | 82,67 | 502 | 86,25 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 1 346 853 | 32,82 | 19 327 | 35,18 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 81 875 | 47,29 | 1 175 | 49,94 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 486 | 0,83 | 7 | 0,00 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 13 569 | 195 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 34 521 | 42,27 | 495 | 44,74 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 58 025 | 0,63 | 833 | 2,34 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 9 439 | 0,25 | 135 | 2,27 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 14 778 | 20,66 | 212 | 23,26 | ||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 200 | 0 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 45 687 | 74,39 | 656 | 77,51 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 14 146 | 203 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 208 832 | 4,68 | 2 945 | 147 100,00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 20 722 | 4,68 | 297 | 6,45 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 11 169 | 160 | ||||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 34 540 | 11,35 | 496 | 12,50 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 3 456 | 50 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 321 231 | 56,98 | 4 568 | 58,30 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 771 | 11 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 276 768 | 104,99 | 3 972 | 108,67 |
