Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Nuveen California Municipal Value Fund eröffnet haben, gehören Summit Trail Advisors, Llc, Fifth Third Bancorp, Mather Group, Llc., und Wolff Wiese Magana Llc .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 500 | 0 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 48.258 | 22,09 | 453 | 28,05 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 52.654 | 156,85 | 494 | 169,40 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 1.000 | 9 | ||||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 423.343 | 14,37 | 3.971 | 19,87 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 287.248 | 0,74 | 2.694 | 5,56 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 51.904 | 45,13 | 0 | |||||
| 2026-05-05 | 13F | UBS Group AG | 2.074.672 | 15,71 | 19.460 | 21,28 | ||||
| 2026-04-16 | 13F | Sweeney & Michel, Llc | 69.522 | 0,12 | 650 | -1,96 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 34.657 | 18,09 | 325 | 24,05 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3.727 | 35 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 25.000 | 50,55 | 234 | 58,11 | ||||
| 2026-05-12 | 13F | Fiera Capital Corp | 53.763 | 504 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 10.331 | 0,60 | 97 | 5,49 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 23.979 | 225 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 7.110 | 67 | ||||||
| 2026-04-23 | 13F | Atlas Private Wealth Advisors | 149.906 | 75,26 | 1.406 | 83,79 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 697.459 | 1,19 | 6.542 | 6,06 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 15.614 | 146 | ||||||
| 2026-05-04 | 13F | First Foundation Advisors | 122.260 | 0,84 | 1.147 | 5,62 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 182.877 | 33,80 | 1.715 | 40,23 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 27.401 | 0,27 | 0 | |||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 163.915 | 55,26 | 1.538 | 62,82 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2.213 | 21 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1.215 | 11 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 66.747 | 34,05 | 626 | 40,67 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.500 | 23 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 78.941 | 26,45 | 740 | 32,62 |
