Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Nuveen Preferred Securities & Income Opportunities Fund meliputi SILVER OAK SECURITIES, Inc, Concord Asset Management, LLC/VA, Quantinno Capital Management LP, dan Umb Bank N A/mo .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 500 | 10 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 11,196 | 233 | ||||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 10,605 | 221 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 128,390 | 25.83 | 2,671 | 33.08 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,017 | 11.21 | 63 | 16.98 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 252,821 | 83.05 | 5,259 | 93.59 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 217,961 | 42.21 | 4,534 | 50.40 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 200 | 4 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 12,585 | 0 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 9,727 | 202 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 10,605 | 2.51 | 221 | 8.37 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 46,108 | 10.65 | 959 | 17.09 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 14,961 | 1.40 | 307 | 5.14 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,833 | 65.29 | 80 | 75.56 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 10,566 | 220 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 82,150 | 1.24 | 1,670 | 1.64 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 29,644 | 2.34 | 617 | 8.26 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 137,013 | 12.42 | 2,850 | 18.86 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 376,929 | 7,840 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,622 | 1.38 | 34 | 6.45 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 9,820 | 204 |
