Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Nuveen S&P 500 Dynamic Overwrite Fund, to m.in Saba Capital Management, L.P., HighTower Advisors, LLC, Absolute Investment Advisers Llc, Twelve Points Wealth Management LLC, Capital Investment Advisors, LLC, Wiley Bros.-aintree Capital, Llc, MONECO Advisors, LLC, Quarry LP, Sage Capital Management, LLC, Park Avenue Securities Llc, Altium Capital Management LP, Advisory Advocates, LLC, Bulldog Investors, LLP, Lighthouse Financial Services Inc /adv, Rivernorth Capital Management, Llc, TPG Advisors LLC, Cypress Capital Management LLC (WY), Richmond Investment Services, LLC, Almitas Capital LLC, i Mml Investors Services, 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.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Islay Capital Management, Llc | 66 611 | 1 070 | ||||||
| 2026-04-09 | 13F | PFS Partners, LLC | 7 000 | 112 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 43 841 | 705 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1 836 213 | 428,95 | 29 508 | 371,21 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 581 | 9 | ||||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 42 941 | 690 | ||||||
| 2026-05-14 | 13F | Kilter Group LLC | 1 634 | 26 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 36 321 | 2 216,39 | 592 | 2 014,29 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 3 036 | 49 | ||||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 64 783 | 43,95 | 1 041 | 28,36 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 1 194 048 | 2 062,43 | 19 188 | 1 826,51 | ||||
| 2026-04-21 | 13F | Sims Investment Management, Llc | 50 462 | 811 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 36 510 | 252,31 | 1 | |||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 52 563 | 845 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 89 052 | 1 431 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 2 896 | 47 | ||||||
| 2026-04-21 | 13F | Wealth Effects Llc | 16 426 | 264 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 209 707 | 5 290,93 | 3 370 | 4 712,86 | ||||
| 2026-04-24 | 13F | Bayban | 4 198 | 67 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 468 | 8 | ||||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 14 929 | 240 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 328 | 5 | ||||||
| 2026-05-15 | 13F | Rivernorth Capital Management, Llc | 99 335 | 1 596 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 200 | 3 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 677 | 16,52 | 11 | 10,00 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 28 336 | 455 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 19 171 | 313 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3 878 | 62 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 98 953 | 1 590 | ||||||
| 2026-04-17 | 13F | PMG Family Office LLC | 111 427 | 148,29 | 1 806 | 123,11 | ||||
| 2026-04-21 | 13F | Decision Investments, Inc | 32 747 | 218,86 | 526 | 184,32 | ||||
| 2026-05-15 | 13F | 1607 Capital Partners, LLC | 118 391 | 726,12 | 1 903 | 637,21 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 38 104 | 31,67 | 612 | 17,24 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 10 594 | 170 | ||||||
| 2026-04-20 | 13F | TrueMark Investments, LLC | 11 381 | 183 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 92 005 | 193,42 | 1 479 | 161,59 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 20 092 | 323 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 13 953 | 31,82 | 224 | 17,89 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 1 773 | 28 | ||||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 22 531 | 362 | ||||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 528 | 8 | ||||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 325 501 | 5 231 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 8 588 | 138 | ||||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 13 889 | 223 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 60 930 | 230,08 | 979 | 194,88 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 46 544 | 748 | ||||||
| 2026-05-15 | 13F | Quarry LP | 201 584 | 3 239 | ||||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 1 511 | 24 | ||||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2 525 | 41 | ||||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 4 599 | 748,52 | 74 | 711,11 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 40 816 | 656 | ||||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2 518 | 40 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 13 954 | 224 | ||||||
| 2026-05-01 | 13F | Altium Capital Management LP | 157 395 | 2 529 | ||||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 16 343 | 263 | ||||||
| 2026-05-15 | 13F | Almitas Capital LLC | 88 552 | 1 423 | ||||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 11 560 | 186 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 44 639 | 717 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 18 779 | 302 | ||||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 551 | 9 | ||||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 26 871 | 432 | ||||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 15 609 | 251 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 12 227 809 | 5 199,76 | 196 501 | 4 621,29 | ||||
| 2026-04-30 | 13F | Commons Capital, Llc | 29 548 | 475 | ||||||
| 2026-05-12 | 13F | Quantedge Capital Pte Ltd | 30 576 | 491 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 14 417 | 232 | ||||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 24 307 | 391 | ||||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 80 204 | 40 002,00 | 1 289 | 42 833,33 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1 326 539 | 1 677,49 | 21 317 | 1 483,73 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 19 453 | 313 | ||||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 210 579 | 1 333,49 | 3 384 | 1 176,98 | ||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 28 801 | 463 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 12 493 | 204 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 430 893 | 967,84 | 6 915 | 851,03 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 14 845 | 239 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 85 582 | 1 375 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 287 314 | 2 576,92 | 5 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 36 051 | 579 | ||||||
| 2026-05-15 | 13F | Saba Capital Management, L.P. | 1 537 423 | 24 706 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 5 341 | 86 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 203 365 | 3 268 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 191 | 3 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 45 572 | 2 541,86 | 732 | 2 261,29 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 1 550 | 25 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 28 | |||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 68 250 | 1 097 | ||||||
| 2026-05-15 | 13F | Ionic Capital Management LLC | 130 987 | 2 105 | ||||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 301 | 5 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 10 116 | 163 | ||||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 12 605 | 203 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 532 | 41,87 | 9 | 33,33 | ||||
| 2026-05-15 | 13F | Logan Stone Capital, LLC | 51 308 | 369,68 | 825 | 318,27 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 1 049 466 | 466,89 | 16 865 | 405,06 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 1 423 | 23 | ||||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 390 | 6 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 208 680 | 3 353 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 16 386 | 267 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 262 227 | 856,09 | 4 214 | 752,83 | ||||
| 2026-04-27 | 13F | Northeast Planning Associates, Inc. / Nh / | 14 388 | 231 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 1 780 | 0 | ||||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 840 | 13 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 12 624 | 220 | ||||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 35 071 | 564 | ||||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 209 | 3 | ||||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 15 637 | 251 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 37 084 | 645 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 150 | 2 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 18 995 | 305 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 14 058 | 226 | ||||||
| 2026-04-22 | 13F | Absolute Investment Advisers Llc | 430 433 | 6 917 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 1 142 | 18 | ||||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 285 535 | 4 589 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 13 832 | 222 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 5 015 | 81 | ||||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 11 929 | 192 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 15 215 | 245 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 70 | 1 | ||||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 109 192 | 1 896 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 528 707 | 612,31 | 8 497 | 534,58 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 11 216 | 180 | ||||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 213 | 3 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 178 | 3 | ||||||
| 2026-05-15 | 13F | Css Llc/il | 14 886 | 239 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 1 780 | 29 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 840 | 13 | ||||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 31 874 | 512 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 173 | 3 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 29 685 | 477 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 4 067 | 713,40 | 65 | 622,22 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 35 965 | 579 | ||||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 36 350 | 584 | ||||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 149 092 | 2 396 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 49 590 | 797 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 1 884 150 | 383,98 | 30 278 | 331,19 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 93 | 1 | ||||||
| 2026-05-08 | 13F | Cypress Capital Management LLC (WY) | 94 482 | 1 518 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 34 633 | 557 | ||||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 60 031 | 139,63 | 965 | 113,75 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 4 198 | 67 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 10 069 | 162 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 663 | 12 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 51 232 | 823 | ||||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 57 379 | 922 | ||||||
| 2026-04-24 | 13F | Patten Group, Inc. | 39 918 | 641 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 91 536 | 1 471 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 181 127 | 3 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1 000 | 16 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 40 321 | 648 | ||||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 2 000 | 0 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 96 | 2 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 32 937 | 529 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 50 384 | 810 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 1 621 647 | 4 171,20 | 26 060 | 3 709,80 | ||||
| 2026-05-11 | 13F | Commerce Bank | 13 283 | 213 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 593 941 | 425,71 | 10 | 350,00 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 13 820 | 222 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 126 | 2 | ||||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 85 297 | 1 371 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 246 272 | 3 958 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2 500 | 45 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 14 907 | 240 | ||||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 25 753 | 414 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 16 295 | 19,60 | 262 | 6,53 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 247 485 | 3 977 | ||||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 25 980 | 417 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 45 100 | 4 410,00 | 725 | 3 922,22 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 15 087 | 242 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 434 | 7 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 592 916 | 9 528 | ||||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 145 | 2 | ||||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 14 207 | 228 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 17 267 | 277 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 10 343 | 166 | ||||||
| 2026-05-07 | 13F | Integrated Capital Management, Inc. | 34 434 | 553 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 42 076 | 686 | ||||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 16 102 | 259 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 36 787 | 591 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 215 | 3 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 66 309 | 24,21 | 1 066 | 10,59 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 74 952 | 1 204 | ||||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 136 490 | 2 193 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 590 763 | 292,54 | 9 494 | 249,65 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 49 651 | 798 | ||||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 92 | 1 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 2 852 | 46 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 47 702 | 767 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 141 506 | 410,56 | 2 274 | 355,71 | ||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 549 588 | 70 541,13 | 8 832 | 62 978,57 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 197 501 | 3 174 | ||||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 6 717 | 108 | ||||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 32 861 | 528 | ||||||
| 2026-05-08 | 13F | Bulldog Investors, LLP | 125 415 | 2 015 | ||||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 32 232 | 518 | ||||||
| 2026-05-12 | 13F | Creative Planning | 23 963 | 385 | ||||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 130 912 | 83,91 | 2 104 | 63,79 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 52 163 | 806,71 | 838 | 713,59 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 1 408 | 23 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 1 946 994 | 459,23 | 31 288 | 398,22 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 12 341 | 198 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 63 048 | 226,84 | 1 013 | 191,93 | ||||
| 2026-05-15 | 13F | Palogic Value Management, L.P. | 17 944 | 288 | ||||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 39 827 | 640 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 3 151 | 51 | ||||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 49 854 | 801 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 2 108 | 34 | ||||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 32 688 | 525 | ||||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 7 228 | 116 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2 626 954 | 274,87 | 42 215 | 233,95 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 41 704 | 670 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 40 499 | 18,37 | 651 | 5,35 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 157 720 | 241,92 | 2 535 | 204,57 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 324 292 | 5 211 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 212 | 3 | ||||||
| 2026-04-22 | 13F | TPG Advisors LLC | 98 917 | 1 590 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 6 376 | 0 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 74 395 | 634,33 | 1 196 | 556,59 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 15 511 | 21,43 | 249 | 8,26 | ||||
| 2026-04-07 | 13F | Eastern Bank | 6 331 | 102 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 14 045 | 226 | ||||||
| 2026-05-12 | 13F | Shaker Financial Services, LLC | 407 322 | 6 546 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 20 157 | 324 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 974 296 | 453,54 | 31 727 | 393,10 |
