Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Nuveen S&P 500 Buy-Write Income Fund comprennent Polar Asset Management Partners Inc., Smallwood Wealth Investment Management, LLC, et Colonial Trust Advisors .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | World Equity Group, Inc. | 26 750 | 102,65 | 371 | 114,45 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 47 955 | 10,48 | 666 | 16,87 | ||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 27 630 | 0,93 | 384 | 6,69 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 32 256 | 29,21 | 448 | 36,70 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 2 511 | 35 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18 292 | 5,02 | 254 | 10,96 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 689 550 | 1,44 | 23 451 | 7,32 | ||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 156 696 | 2 175 | ||||||
| 2025-07-14 | 13F | Matrix Trust Co | 57 855 | 0,67 | 1 | |||||
| 2025-07-16 | 13F | Twelve Points Wealth Management LLC | 432 690 | 4,27 | 6 006 | 10,30 | ||||
| 2025-08-13 | 13F | Colonial Trust Advisors | 2 200 | 31 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 34 524 | 1,75 | 479 | 7,64 | ||||
| 2025-08-05 | 13F | Sage Capital Management, LLC | 255 095 | 2,35 | 3 541 | 8,26 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 4 027 | 53 | ||||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 5 680 | 2,64 | 79 | 8,33 | ||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 23 069 | 2,70 | 320 | 8,84 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 114 171 | 95,73 | 1 585 | 107,06 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 47 367 | 10,33 | 657 | 16,70 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 87 831 | 102,31 | 1 219 | 114,24 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 35 | 0,00 | ||||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 927 730 | 18,19 | 12 877 | 25,03 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 380 959 | 3,05 | 5 288 | 9,03 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 12 762 | 8,09 | 177 | 14,94 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 269 380 | 27,32 | 4 | 50,00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3 090 | 43 | ||||||
| 2025-08-06 | 13F | Maltin Wealth Management, Inc. | 18 291 | 1,72 | 254 | 7,66 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 2 895 | 40 | ||||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 333 887 | 1,57 | 4 634 | 7,47 | ||||
| 2025-08-13 | 13F | Summit Financial, LLC | 26 414 | 116,45 | 373 | 133,13 | ||||
| 2025-08-14 | 13F | Comerica Bank | 92 866 | 3,05 | 1 289 | 8,97 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 17 905 | 5,32 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 100 783 | 1,49 | 1 399 | 7,37 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 16 381 | 12,93 | 227 | 19,47 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1 061 | 15 | ||||||
| 2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 31 103 | 1,49 | 432 | 7,21 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 20 656 | 55,19 | 287 | 64,37 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 26 302 | 109,85 | 365 | 108,57 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 87 808 | 67,66 | 1 219 | 78,59 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 48 594 | 0,70 | 674 | 6,48 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 2 528 | 4,08 | 35 | 12,90 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 723 627 | 8,17 | 10 044 | 14,44 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 37 364 | 10,23 | 519 | 16,67 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 22 147 | 18,73 | 307 | 25,82 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 50 446 | 1,03 | 700 | 6,87 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 169 380 | 2 351 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 123 745 | 1,21 | 1 718 | 7,04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 302 608 | 7,54 | 4 200 | 13,79 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 105 731 | 39,30 | 1 468 | 47,54 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 823 947 | 2,94 | 11 436 | 8,90 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 153 547 | 8,89 | 2 131 | 15,19 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 629 051 | 0,85 | 22 611 | 6,69 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 11 835 003 | 2,03 | 164 270 | 7,94 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 104 200 | 99,24 | 1 446 | 110,79 | ||||
| 2025-07-23 | 13F | Tyche Wealth Partners LLC | 25 640 | 0,07 | 356 | 5,65 | ||||
| 2025-07-16 | 13F | Instrumental Wealth, Llc | 25 251 | 5,92 | 353 | 15,41 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 30 143 | 21,39 | 418 | 28,62 | ||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 930 | 13 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 825 | 25 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 74 671 | 11,09 | 1 036 | 17,59 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 15 769 | 219 | ||||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 905 057 | 42,10 | 12 562 | 50,34 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 47 387 | 3,15 | 658 | 9,14 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 68 604 | 0,24 | 952 | 6,13 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3 600 | 380,00 | 50 | 444,44 | ||||
| 2025-08-15 | 13F | Puff Wealth Management, Llc | 81 552 | 3,15 | 1 132 | 9,06 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 36 858 | 244,79 | 512 | 278,52 | ||||
| 2025-08-14 | 13F | NCP Inc. | 127 332 | 0,82 | 1 767 | 6,64 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 567 331 | 1,63 | 8 | 0,00 | ||||
| 2025-07-29 | 13F | Commons Capital, Llc | 15 127 | 1,34 | 210 | 7,18 |
