Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Nuveen Select Tax-Free Income Portfolio eröffnet haben, gehören Wedbush Securities Inc, NWF Advisory Services Inc., Gerber Kawasaki Wealth & Investment Management, Redwood Family Wealth LLC, Mml Investors Services, Llc, CAPROCK Group, Inc., Hilltop Holdings Inc., Williams Jones Wealth Management, LLC., MAI Capital Management, Rhl Group, Llc, Wolff Wiese Magana Llc, Noble Wealth Management PBC, Vanguard National Trust Co, Golden State Equity Partners, und Mather Group, 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.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Raymond James Financial Inc | 315.139 | 38,58 | 4.522 | 41,05 | ||||
| 2026-05-13 | 13F | Buckingham Strategic Partners | 43.058 | 618 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 12.700 | 182 | ||||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 13.994 | 37,25 | 201 | 39,86 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 7 | 0 | ||||||
| 2026-04-10 | 13F | Melfa Wealth Management, Llc | 101.012 | 12,19 | 1.450 | 14,18 | ||||
| 2026-04-08 | 13F | Capital Advisors Wealth Management, LLC | 102.794 | 147,25 | 1.475 | 151,71 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 542.458 | 19,50 | 7.784 | 21,63 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 19.859 | 285 | ||||||
| 2026-05-13 | 13F | Redwood Family Wealth LLC | 13.342 | 191 | ||||||
| 2026-05-26 | 13F | Summit Financial Wealth Advisors, LLC | 12.957 | 186 | ||||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 1.316 | 19 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 39.032 | 1 | ||||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 21.802 | 313 | ||||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 21.168 | 304 | ||||||
| 2026-04-17 | 13F | Wealthbridge Capital Management, Llc | 17.361 | 0,08 | 249 | 2,05 | ||||
| 2026-05-15 | 13F | MAI Capital Management | 8.277 | 119 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 18.616 | 45,67 | 267 | 48,33 | ||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 1.410 | 20 | ||||||
| 2026-04-15 | 13F | Sightline Wealth Advisors, LLC | 15.733 | 0,50 | 226 | 2,27 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 5.187 | 0,04 | 74 | 1,37 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 1.600 | 23 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 6.708 | 142,43 | 96 | 146,15 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 19.702 | 29,05 | 283 | 31,16 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 19.909 | 281 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 546.428 | 44,07 | 7.841 | 46,64 | ||||
| 2026-05-05 | 13F | Williams Jones Wealth Management, LLC. | 10.305 | 148 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 12.026 | 173 | ||||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 10.391 | 149 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 174 | 2 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 4.000 | 57 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 47.228 | 37,99 | 1 | |||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 107.212 | 65,46 | 1.538 | 68,46 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 109.340 | 62,99 | 1.569 | 66,03 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2.436 | 62,83 | 35 | 61,90 | ||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 209.840 | 0,33 | 3.011 | 2,10 | ||||
| 2026-05-08 | 13F | Vanguard National Trust Co | 1.072 | 15 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 147.201 | 46,02 | 2.112 | 48,63 | ||||
| 2026-05-15 | 13F | Van Eck Associates Corp | 393.980 | 47,40 | 6 | 66,67 | ||||
| 2026-04-28 | 13F | Stephens Inc /ar/ | 666.432 | 15,64 | 9.563 | 17,70 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.426.792 | 9,16 | 20.474 | 11,09 | ||||
| 2026-05-06 | 13F | Gerber Kawasaki Wealth & Investment Management | 15.050 | 216 | ||||||
| 2026-04-28 | 13F | Golden State Equity Partners | 829 | 12 | ||||||
| 2026-05-14 | 13F | Investors Portfolio Services LLC | 5.784 | 0,45 | 83 | 2,47 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 1.988 | 571,62 | 29 | 600,00 | ||||
| 2026-04-14 | 13F | Opal Wealth Advisors, LLC | 10.346 | 148 | ||||||
| 2026-05-12 | 13F | Icon Wealth Advisors, LLC | 10.176 | 1,11 | 143 | 1,42 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 3.442 | 1,12 | 49 | 2,08 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 22.942 | 0,10 | 329 | 1,86 | ||||
| 2026-04-22 | 13F | Youngs Advisory Group, Inc. | 29.865 | 5,90 | 429 | 7,81 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 34.973 | 82,67 | 502 | 86,25 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 1.346.853 | 32,82 | 19.327 | 35,18 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 81.875 | 47,29 | 1.175 | 49,94 | ||||
| 2026-05-07 | 13F | Basepoint Wealth LLC | 486 | 0,83 | 7 | 0,00 | ||||
| 2026-05-15 | 13F | Two Sigma Securities, Llc | 13.569 | 195 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 34.521 | 42,27 | 495 | 44,74 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 58.025 | 0,63 | 833 | 2,34 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 9.439 | 0,25 | 135 | 2,27 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 14.778 | 20,66 | 212 | 23,26 | ||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 200 | 0 | ||||||
| 2026-04-20 | 13F | Breakwater Capital Group | 45.687 | 74,39 | 656 | 77,51 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 14.146 | 203 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 208.832 | 4,68 | 2.945 | 147.100,00 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 20.722 | 4,68 | 297 | 6,45 | ||||
| 2026-05-11 | 13F | CAPROCK Group, Inc. | 11.169 | 160 | ||||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 34.540 | 11,35 | 496 | 12,50 | ||||
| 2026-05-13 | 13F | Rhl Group, Llc | 3.456 | 50 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 321.231 | 56,98 | 4.568 | 58,30 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 771 | 11 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 276.768 | 104,99 | 3.972 | 108,67 |
