Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Nuveen Preferred & Income Opportunities Fund comprennent Thoma Capital Management LLC, Wealthspire Advisors, LLC, Linscomb & Williams, Inc., Readystate Asset Management Lp, NWF Advisory Services Inc., Summit Financial, LLC, Advance Capital Management, Inc., SRS Capital Advisors, Inc., Brookstone Capital Management, Johnson & White Wealth Management, LLC, Baker Avenue Asset Management, LP, Warren Averett Asset Management, LLC, Ironsides Asset Advisors, LLC, Sunpointe, LLC, Quantinno Capital Management LP, Evolution Wealth Advisors, LLC, Maryland Capital Advisors Inc., Strategic Wealth Partners, Ltd., Pinnacle Bancorp, Inc., et Plante Moran Financial Advisors, LLC .
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.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Huntington National Bank | 36 | 500,00 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 61 919 | 20,88 | 497 | 21,87 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 654 | 5 | ||||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 42 500 | 142,86 | 341 | 144,60 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2 736 729 | 1,19 | 21 593 | -0,20 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 799 968 | 7,10 | 6 415 | 7,89 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 88 024 | 706 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 10 850 | 1,91 | 87 | 3,57 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 43 785 | 349 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 968 109 | 23,72 | 7 764 | 24,66 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 693 605 | 3,05 | 6 | 0,00 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 23 129 | 2,39 | 185 | 3,35 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 54 700 | 3,21 | 442 | 4,99 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 12 972 | 4,13 | 104 | 5,05 | ||||
| 2025-07-22 | 13F | Elevate Capital Advisors, LLC | 15 691 | 2,56 | 126 | 3,31 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 278 520 | 3,86 | 2 234 | 4,64 | ||||
| 2025-07-23 | 13F | Abel Hall, LLC | 70 000 | 600,00 | 561 | 610,13 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 14 843 | 25,33 | 119 | 26,60 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 19 669 | 1,25 | 158 | 1,95 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 2 316 | 2,34 | 19 | 0,00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8 040 | 133 900,00 | 64 | |||||
| 2025-07-18 | 13F | Truist Financial Corp | 498 856 | 53,73 | 4 001 | 54,92 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 511 842 | 1,66 | 4 105 | 2,42 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 13 159 | 0,84 | 106 | 1,94 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 6 734 | 72,67 | 54 | 74,19 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 19 790 | 0,06 | 159 | 0,64 | ||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 12 500 | 100 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 15 322 | 2,26 | 123 | 2,52 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 4 828 | 5,44 | 0 | |||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 16 700 | 60,58 | 134 | 62,20 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 72 055 | 0,24 | 578 | 0,87 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 13 127 | 0 | ||||||
| 2025-07-10 | 13F | Stolper Co | 69 231 | 3,88 | 1 | |||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 102 959 | 10,05 | 833 | 10,93 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners LLC | 11 872 | 0,84 | 95 | 3,26 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 421 | 742,00 | 3 | |||||
| 2025-07-18 | 13F | PFG Investments, LLC | 15 949 | 23,45 | 128 | 24,51 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 29 156 | 71,51 | 0 | |||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 43 688 | 0,36 | 350 | 1,16 | ||||
| 2025-07-22 | 13F | Investors Asset Management Of Georgia Inc /ga/ /adv | 47 750 | 3,24 | 383 | 3,80 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 14 574 | 5,30 | 117 | 5,45 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 159 139 | 20,03 | 1 276 | 20,95 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 208 255 | 10,28 | 1 670 | 11,11 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 53 114 | 4,60 | 429 | 5,41 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 571 517 | 5,48 | 5 | 0,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 308 490 | 7,34 | 2 474 | 8,18 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 172 897 | 61,36 | 1 387 | 62,68 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 13 284 | 0,39 | 107 | 0,95 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 565 388 | 6,35 | 4 534 | 7,16 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 142 246 | 4,70 | 1 141 | 5,95 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2 382 | 2,58 | 19 | 5,56 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 51 542 | 9,70 | 413 | 10,43 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 13 992 | 112 | ||||||
| 2025-05-12 | 13F | Sandy Spring Bank | 238 | 2 | ||||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 276 | 2 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 92 669 | 35,49 | 743 | 36,58 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 470 523 | 1,74 | 3 774 | 2,50 | ||||
| 2025-08-12 | 13F | Fca Corp /tx | 454 604 | 3,91 | 3 646 | 4,68 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 611 388 | 20,38 | 4 903 | 21,30 | ||||
| 2025-07-22 | 13F | Accel Wealth Management | 73 416 | 0,47 | 589 | 1,20 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 192 | 3,78 | 2 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 1 092 658 | 8,91 | 8 763 | 9,74 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 193 045 | 1 548 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 17 661 | 106,20 | 142 | 116,92 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 10 733 | 0,43 | 86 | 1,18 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 1 550 | 12 | ||||||
| 2025-08-14 | 13F | CoreFirst Bank & Trust | 4 197 | 34 | ||||||
| 2025-08-12 | 13F | XTX Topco Ltd | 42 539 | 341 | ||||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 140 384 | 3,93 | 1 108 | 2,50 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 15 593 | 125 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 8 491 | 0,14 | 0 | |||||
| 2025-08-13 | 13F | Invesco Ltd. | 2 951 656 | 0,74 | 23 672 | 1,50 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 3 456 317 | 3,49 | 27 720 | 4,27 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 16 917 | 3,18 | 136 | 3,85 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 47 315 | 379 | ||||||
| 2025-07-22 | 13F/A | Kingstone Capital Partners Texas, LLC | 19 818 | 6,56 | 159 | 7,43 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 3 761 396 | 5,57 | 30 166 | 6,36 | ||||
| 2025-08-04 | 13F | Linscomb & Williams, Inc. | 97 000 | 778 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 110 974 | 9,97 | 890 | 10,83 | ||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 23 711 | 1,84 | 190 | 2,70 | ||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 10 009 | 80 | ||||||
| 2025-07-09 | 13F | Sunpointe, LLC | 11 200 | 90 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 11 512 | 92 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 22 175 | 1,51 | 178 | 2,31 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2 366 589 | 3,60 | 19 | 0,00 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 281 887 | 2,67 | 2 261 | 3,43 | ||||
| 2025-08-08 | 13F | Creative Planning | 12 482 | 13,73 | 100 | 14,94 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 137 158 | 17,79 | 9 120 | 18,69 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 686 535 | 2,00 | 5 506 | 2,78 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 54 151 | 7,92 | 434 | 10,15 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 7 | 0 | ||||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 21 214 | 1,78 | 170 | 3,03 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 6 886 989 | 1,57 | 55 234 | 2,33 | ||||
| 2025-08-14 | 13F | RMB Capital Management, LLC | 36 816 | 0,11 | 297 | 1,02 | ||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 11 428 | 92 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 15 926 | 128 | ||||||
| 2025-07-14 | 13F | Wealth Advisory Solutions, LLC | 274 632 | 12,52 | 2 203 | 13,39 | ||||
| 2025-07-30 | 13F | Greatmark Investment Partners, Inc. | 1 011 715 | 1,32 | 8 114 | 2,08 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 7 908 | 63 | ||||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 37 848 | 200,50 | 304 | 203,00 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 347 690 | 6,49 | 2 792 | 9,32 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 314 819 | 0,71 | 2 525 | 1,45 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 19 449 | 0,09 | 156 | 0,65 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 12 910 | 1,58 | 104 | 1,98 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 62 643 | 502 | ||||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 4 202 | 34 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 388 | 3 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 220 727 | 49,32 | 1 792 | 52,38 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Evolution Wealth Advisors, LLC | 10 162 | 81 | ||||||
| 2025-08-14 | 13F | Summit Trail Advisors, Llc | 18 299 | 2,57 | 148 | 2,80 | ||||
| 2025-08-21 | 13F | Pathway Financial Advisers, LLC | 11 964 | 0,98 | 96 | 1,06 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 10 952 | 88 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 89 081 | 15,20 | 714 | 16,10 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2 872 | 23 | ||||||
| 2025-08-13 | 13F | Summit Financial, LLC | 26 404 | 214 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 20 458 | 8,68 | 164 | 10,07 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4 201 219 | 2,54 | 33 694 | 3,31 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 34 531 | 5,96 | 277 | 6,56 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 1 655 758 | 14,10 | 13 279 | 14,97 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 13 312 | 8,21 | 107 | 9,28 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 515 | 2,30 | 12 | 9,09 | ||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 73 305 | 389,19 | 588 | 393,28 | ||||
| 2025-03-18 | 13F | Thoma Capital Management LLC | 467 245 | 3 673 | ||||||
| 2025-08-14 | 13F | Bramshill Investments, LLC | 87 915 | 6,49 | 705 | 7,31 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 12 542 | 1,17 | 101 | 2,04 | ||||
| 2025-07-24 | 13F | MSH Capital Advisors LLC | 220 453 | 9,63 | 1 768 | 10,50 | ||||
| 2025-08-14 | 13F | Advisor OS, LLC | 29 494 | 0,44 | 237 | 1,29 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 31 148 | 6,35 | 250 | 6,87 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27 106 | 27,14 | 217 | 28,40 | ||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 114 822 | 3,84 | 921 | 4,55 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 17 356 | 4,52 | 139 | 5,30 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 25 746 | 65,14 | 206 | 66,13 |
