Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Nuveen Select Tax-Free Income Portfolio meliputi 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, dan Trust Co Of Toledo Na /oh/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 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 |
