Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Nuveen S&P 500 Dynamic Overwrite Fund eröffnet haben, gehören Saba Capital Management, L.P., HighTower Advisors, LLC, Absolute Investment Advisers Llc, Twelve Points Wealth Management LLC, Capital Investment Advisors, LLC, Wiley Bros.-aintree Capital, Llc, MONECO Advisors, LLC, Quarry LP, Sage Capital Management, LLC, Park Avenue Securities Llc, Altium Capital Management LP, Advisory Advocates, LLC, Bulldog Investors, LLP, Lighthouse Financial Services Inc /adv, Rivernorth Capital Management, Llc, TPG Advisors LLC, Cypress Capital Management LLC (WY), Richmond Investment Services, LLC, Almitas Capital LLC, und Mml Investors Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Islay Capital Management, Llc | 66.611 | 1.070 | ||||||
| 2026-04-09 | 13F | PFS Partners, LLC | 7.000 | 112 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 43.841 | 705 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.836.213 | 428,95 | 29.508 | 371,21 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 581 | 9 | ||||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 42.941 | 690 | ||||||
| 2026-05-14 | 13F | Kilter Group LLC | 1.634 | 26 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 36.321 | 2.216,39 | 592 | 2.014,29 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 3.036 | 49 | ||||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 64.783 | 43,95 | 1.041 | 28,36 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 1.194.048 | 2.062,43 | 19.188 | 1.826,51 | ||||
| 2026-04-21 | 13F | Sims Investment Management, Llc | 50.462 | 811 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 36.510 | 252,31 | 1 | |||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 52.563 | 845 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 89.052 | 1.431 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 2.896 | 47 | ||||||
| 2026-04-21 | 13F | Wealth Effects Llc | 16.426 | 264 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 209.707 | 5.290,93 | 3.370 | 4.712,86 | ||||
| 2026-04-24 | 13F | Bayban | 4.198 | 67 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 468 | 8 | ||||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 14.929 | 240 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 328 | 5 | ||||||
| 2026-05-15 | 13F | Rivernorth Capital Management, Llc | 99.335 | 1.596 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 200 | 3 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 677 | 16,52 | 11 | 10,00 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 28.336 | 455 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 19.171 | 313 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3.878 | 62 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 98.953 | 1.590 | ||||||
| 2026-04-17 | 13F | PMG Family Office LLC | 111.427 | 148,29 | 1.806 | 123,11 | ||||
| 2026-04-21 | 13F | Decision Investments, Inc | 32.747 | 218,86 | 526 | 184,32 | ||||
| 2026-05-15 | 13F | 1607 Capital Partners, LLC | 118.391 | 726,12 | 1.903 | 637,21 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 38.104 | 31,67 | 612 | 17,24 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 10.594 | 170 | ||||||
| 2026-04-20 | 13F | TrueMark Investments, LLC | 11.381 | 183 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 92.005 | 193,42 | 1.479 | 161,59 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 20.092 | 323 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 13.953 | 31,82 | 224 | 17,89 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 1.773 | 28 | ||||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 22.531 | 362 | ||||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 528 | 8 | ||||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 325.501 | 5.231 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 8.588 | 138 | ||||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 13.889 | 223 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 60.930 | 230,08 | 979 | 194,88 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 46.544 | 748 | ||||||
| 2026-05-15 | 13F | Quarry LP | 201.584 | 3.239 | ||||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 1.511 | 24 | ||||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2.525 | 41 | ||||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 4.599 | 748,52 | 74 | 711,11 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 40.816 | 656 | ||||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2.518 | 40 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 13.954 | 224 | ||||||
| 2026-05-01 | 13F | Altium Capital Management LP | 157.395 | 2.529 | ||||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 16.343 | 263 | ||||||
| 2026-05-15 | 13F | Almitas Capital LLC | 88.552 | 1.423 | ||||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 11.560 | 186 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 44.639 | 717 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 18.779 | 302 | ||||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 551 | 9 | ||||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 26.871 | 432 | ||||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 15.609 | 251 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 12.227.809 | 5.199,76 | 196.501 | 4.621,29 | ||||
| 2026-04-30 | 13F | Commons Capital, Llc | 29.548 | 475 | ||||||
| 2026-05-12 | 13F | Quantedge Capital Pte Ltd | 30.576 | 491 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 14.417 | 232 | ||||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 24.307 | 391 | ||||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 80.204 | 40.002,00 | 1.289 | 42.833,33 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.326.539 | 1.677,49 | 21.317 | 1.483,73 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 19.453 | 313 | ||||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 210.579 | 1.333,49 | 3.384 | 1.176,98 | ||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 28.801 | 463 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 12.493 | 204 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 430.893 | 967,84 | 6.915 | 851,03 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 14.845 | 239 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 85.582 | 1.375 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 287.314 | 2.576,92 | 5 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 36.051 | 579 | ||||||
| 2026-05-15 | 13F | Saba Capital Management, L.P. | 1.537.423 | 24.706 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 5.341 | 86 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 203.365 | 3.268 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 191 | 3 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 45.572 | 2.541,86 | 732 | 2.261,29 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 1.550 | 25 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 28 | |||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 68.250 | 1.097 | ||||||
| 2026-05-15 | 13F | Ionic Capital Management LLC | 130.987 | 2.105 | ||||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 301 | 5 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 10.116 | 163 | ||||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 12.605 | 203 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 532 | 41,87 | 9 | 33,33 | ||||
| 2026-05-15 | 13F | Logan Stone Capital, LLC | 51.308 | 369,68 | 825 | 318,27 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 1.049.466 | 466,89 | 16.865 | 405,06 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 1.423 | 23 | ||||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 390 | 6 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 208.680 | 3.353 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 16.386 | 267 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 262.227 | 856,09 | 4.214 | 752,83 | ||||
| 2026-04-27 | 13F | Northeast Planning Associates, Inc. / Nh / | 14.388 | 231 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 1.780 | 0 | ||||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 840 | 13 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 12.624 | 220 | ||||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 35.071 | 564 | ||||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 209 | 3 | ||||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 15.637 | 251 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 37.084 | 645 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 150 | 2 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 18.995 | 305 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 14.058 | 226 | ||||||
| 2026-04-22 | 13F | Absolute Investment Advisers Llc | 430.433 | 6.917 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 1.142 | 18 | ||||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 285.535 | 4.589 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 13.832 | 222 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 5.015 | 81 | ||||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 11.929 | 192 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 15.215 | 245 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 70 | 1 | ||||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 109.192 | 1.896 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 528.707 | 612,31 | 8.497 | 534,58 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 11.216 | 180 | ||||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 213 | 3 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 178 | 3 | ||||||
| 2026-05-15 | 13F | Css Llc/il | 14.886 | 239 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 1.780 | 29 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 840 | 13 | ||||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 31.874 | 512 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 173 | 3 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 29.685 | 477 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 4.067 | 713,40 | 65 | 622,22 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 35.965 | 579 | ||||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 36.350 | 584 | ||||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 149.092 | 2.396 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 49.590 | 797 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 1.884.150 | 383,98 | 30.278 | 331,19 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 93 | 1 | ||||||
| 2026-05-08 | 13F | Cypress Capital Management LLC (WY) | 94.482 | 1.518 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 34.633 | 557 | ||||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 60.031 | 139,63 | 965 | 113,75 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 4.198 | 67 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 10.069 | 162 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 663 | 12 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 51.232 | 823 | ||||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 57.379 | 922 | ||||||
| 2026-04-24 | 13F | Patten Group, Inc. | 39.918 | 641 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 91.536 | 1.471 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 181.127 | 3 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.000 | 16 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 40.321 | 648 | ||||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 2.000 | 0 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 96 | 2 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 32.937 | 529 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 50.384 | 810 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 1.621.647 | 4.171,20 | 26.060 | 3.709,80 | ||||
| 2026-05-11 | 13F | Commerce Bank | 13.283 | 213 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 593.941 | 425,71 | 10 | 350,00 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 13.820 | 222 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 126 | 2 | ||||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 85.297 | 1.371 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 246.272 | 3.958 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.500 | 45 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 14.907 | 240 | ||||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 25.753 | 414 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 16.295 | 19,60 | 262 | 6,53 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 247.485 | 3.977 | ||||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 25.980 | 417 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 45.100 | 4.410,00 | 725 | 3.922,22 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 15.087 | 242 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 434 | 7 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 592.916 | 9.528 | ||||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 145 | 2 | ||||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 14.207 | 228 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 17.267 | 277 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 10.343 | 166 | ||||||
| 2026-05-07 | 13F | Integrated Capital Management, Inc. | 34.434 | 553 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 42.076 | 686 | ||||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 16.102 | 259 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 36.787 | 591 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 215 | 3 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 66.309 | 24,21 | 1.066 | 10,59 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 74.952 | 1.204 | ||||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 136.490 | 2.193 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 590.763 | 292,54 | 9.494 | 249,65 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 49.651 | 798 | ||||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 92 | 1 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 2.852 | 46 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 47.702 | 767 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 141.506 | 410,56 | 2.274 | 355,71 | ||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 549.588 | 70.541,13 | 8.832 | 62.978,57 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 197.501 | 3.174 | ||||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 6.717 | 108 | ||||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 32.861 | 528 | ||||||
| 2026-05-08 | 13F | Bulldog Investors, LLP | 125.415 | 2.015 | ||||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 32.232 | 518 | ||||||
| 2026-05-12 | 13F | Creative Planning | 23.963 | 385 | ||||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 130.912 | 83,91 | 2.104 | 63,79 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 52.163 | 806,71 | 838 | 713,59 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 1.408 | 23 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 1.946.994 | 459,23 | 31.288 | 398,22 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 12.341 | 198 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 63.048 | 226,84 | 1.013 | 191,93 | ||||
| 2026-05-15 | 13F | Palogic Value Management, L.P. | 17.944 | 288 | ||||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 39.827 | 640 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 3.151 | 51 | ||||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 49.854 | 801 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 2.108 | 34 | ||||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 32.688 | 525 | ||||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 7.228 | 116 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.626.954 | 274,87 | 42.215 | 233,95 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 41.704 | 670 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 40.499 | 18,37 | 651 | 5,35 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 157.720 | 241,92 | 2.535 | 204,57 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 324.292 | 5.211 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 212 | 3 | ||||||
| 2026-04-22 | 13F | TPG Advisors LLC | 98.917 | 1.590 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 6.376 | 0 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 74.395 | 634,33 | 1.196 | 556,59 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 15.511 | 21,43 | 249 | 8,26 | ||||
| 2026-04-07 | 13F | Eastern Bank | 6.331 | 102 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 14.045 | 226 | ||||||
| 2026-05-12 | 13F | Shaker Financial Services, LLC | 407.322 | 6.546 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 20.157 | 324 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.974.296 | 453,54 | 31.727 | 393,10 |
