Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Nuveen Taxable Municipal Income Fund comprennent BCS Private Wealth Management, Inc., Sagespring Wealth Partners, Llc, Kovitz Investment Group Partners, LLC, Modern Wealth Management, LLC, et Evolution Wealth Management Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-15 | 13F | Noble Wealth Management PBC | 46 935 | 1,65 | 752 | 8,68 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 2 050 | 32 | ||||||
| 2025-07-15 | 13F | Riverbridge Partners Llc | 51 741 | 2,58 | 819 | 1,24 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 18 214 | 0,52 | 288 | -0,69 | ||||
| 2025-07-17 | 13F | Eagle Bluffs Wealth Management LLC | 746 786 | 3,14 | 11 886 | 1,88 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 18 | -5,56 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 21 058 | 7,71 | 333 | 6,39 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 16 423 | 3,90 | 260 | 2,37 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 944 464 | 5,78 | 30 761 | 4,46 | ||||
| 2025-08-04 | 13F | MeadowBrook Investment Advisors LLC | 26 605 | 4 349,00 | 4 203 | 46 600,00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 41 765 | 10,05 | 661 | 8,73 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5 157 | 0,84 | 82 | 0,00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 15 089 | 19,48 | 239 | 17,82 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 31 220 | 23,63 | 494 | 22,03 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 161 422 | 24,49 | 2 554 | 22,92 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 33 690 | 536 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18 014 | 0,35 | 285 | -1,05 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 54 069 | 7,16 | 855 | 5,82 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 602 451 | 64,39 | 9 531 | 62,32 | ||||
| 2025-05-28 | 13F/A | Modern Wealth Management, LLC | 16 048 | 253 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 49 552 | 2,14 | 784 | 0,77 | ||||
| 2025-08-14 | 13F | UBS Group AG | 697 719 | 0,79 | 11 038 | -0,48 | ||||
| 2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 55 839 | 1,59 | 883 | 0,34 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 33 127 | 2,71 | 524 | 1,55 | ||||
| 2025-05-02 | 13F | Retirement Planning Co of New England, Inc. | 10 750 | 172 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 19 965 | 2,57 | 316 | 1,29 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 16 701 | 3,02 | 264 | 1,93 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 35 507 | 562 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 11 900 | 1,71 | 188 | 0,53 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 038 710 | 3,95 | 16 432 | 2,66 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 12 022 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 73 | 1 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 332 | 21 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16 121 | 19,87 | 255 | 18,60 | ||||
| 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 | 28 709 | 6,04 | 450 | 1,81 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 20 822 | 0,23 | 329 | -0,90 | ||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 40 855 | 1 | ||||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 153 486 | 0,66 | 2 428 | -0,57 |
