Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Nuveen AMT-Free Municipal Value Fund eröffnet haben, gehören Summit Trail Advisors, Llc, Global Retirement Partners, LLC, und BlackRock, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 77.890 | 1,30 | 1.116 | 1,45 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 26.553 | 21,00 | 381 | 21,02 | ||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 32.935 | 0,02 | 472 | 0,00 | ||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 100 | 0 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 20.574 | 101,61 | 295 | 101,37 | ||||
| 2026-05-12 | 13F | Disciplined Investments, LLC | 10.208 | 0,25 | 146 | 0,69 | ||||
| 2026-05-12 | 13F | Invesco Ltd. | 98.874 | 36,41 | 1.417 | 36,55 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 272.562 | 0,78 | 3.900 | 0,78 | ||||
| 2026-04-22 | 13F | Uniting Wealth Partners, LLC | 29.799 | 428 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 40.247 | 4,12 | 577 | 4,16 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 5.167 | 434,33 | 74 | 469,23 | ||||
| 2026-04-27 | 13F | Koshinski Asset Management, Inc. | 48.690 | 0,02 | 698 | 0,14 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 216.364 | 2,42 | 3.100 | 2,58 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 732 | 10 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 360.201 | 8,28 | 5.162 | 8,42 | ||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 13.282 | 2,45 | 190 | 2,70 | ||||
| 2026-05-12 | 13F | Summit Trail Advisors, Llc | 15.498 | 222 | ||||||
| 2026-05-12 | 13F | Fiera Capital Corp | 35.317 | 506 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 57.371 | 11,76 | 822 | 11,99 | ||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 430.914 | 8,06 | 6.175 | 8,20 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 13 | 0 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 5.500 | 79 | ||||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 145.665 | 36,95 | 2 | 100,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 11.454 | 0,32 | 164 | 0,61 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 13.317 | 2,21 | 191 | 2,15 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 7.648 | 0,45 | 110 | 0,93 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 155.713 | 0,91 | 2.231 | 1,04 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 13.529 | 28,31 | 194 | 28,67 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 1.408 | 20 | ||||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 18.180 | 5,82 | 261 | 6,12 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 47.040 | 674 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 60.714 | 55,09 | 1 | |||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 258.412 | 8,03 | 3.589 | 4,85 |