Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di NYLI MacKay DefinedTerm Muni Opportunities Fund meliputi Global Endowment Management, LP, Centaurus Financial, Inc., WealthPLAN Partners, LLC, Smallwood Wealth Investment Management, LLC, dan FNY Investment Advisers, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 27,771 | 411 | ||||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 34,945 | 10.53 | 517 | 8.40 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 501,635 | 27.53 | 7,419 | 25.09 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 28,455 | 0.04 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 570,743 | 0.41 | 8,441 | -1.52 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 745 | 11 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 36,880 | 193.35 | 545 | 188.36 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 15,000 | 222 | ||||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 22,462 | 23.86 | 332 | 21.61 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 11,000 | 2.80 | 163 | 0.62 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 43,681 | 11.66 | 646 | 9.68 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 4 | -97.73 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 114,635 | 19.48 | 1,695 | 17.22 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 48,382 | 21,120.18 | 716 | 54.43 | ||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 29,436 | 48.67 | 435 | 45.97 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 90,806 | 2.54 | 1,343 | 0.60 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 481,723 | 33.82 | 7,125 | 31.25 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 326,646 | 4.34 | 4,831 | 2.33 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 23,909 | 354 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 40,545 | 0.83 | 600 | -1.16 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 135,245 | 2.55 | 2,000 | 0.60 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 96,544 | 34.35 | 1,428 | 31.76 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 30,000 | 444 | ||||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 600 | 0 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 28,212 | 0 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 291,477 | 127.96 | 4,311 | 123.55 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 104,127 | 18.61 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 40,545 | 0.83 | 600 | -1.16 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 40,150 | 0.38 | 605 | 1.34 |
