Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Nuveen Select Tax-Free Income Portfolio comprennent Brown Brothers Harriman & Co, Balyasny Asset Management Llc, Glenmede Investment Management, LP, Plan Group Financial, LLC, Wealth Enhancement Advisory Services, Llc, U.S. Capital Wealth Advisors, LLC, Diligent Investors, LLC, Sound Income Strategies, LLC, Valley National Advisers Inc, et Trust Co Of Toledo Na /oh/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Plan Group Financial, LLC | 16 540 | 232 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 10 774 | 83,79 | 151 | 79,76 | ||||
| 2025-06-25 | NP | XMPT - VanEck Vectors CEF Municipal Income ETF | 182 240 | 7,64 | 2 550 | 0,99 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 855 | 200,00 | 12 | 200,00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 28 108 | 395 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 197 536 | 1,03 | 2 775 | -1,21 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 13 790 | 10,54 | 194 | 7,82 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 24 607 | 346 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 13 571 | 190 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 13 207 | 0,60 | 186 | -1,60 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 446 821 | 1,18 | 6 278 | -1,09 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 10 000 | 140 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 63 810 | 3,65 | 897 | 1,36 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 31 581 | 16,75 | 444 | 14,18 | ||||
| 2025-05-12 | 13F | Hirtle Callaghan & Co LLC | 909 | -5,11 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 508 084 | 0,10 | 7 139 | -2,13 | ||||
| 2025-08-07 | 13F | King Luther Capital Management Corp | 182 | -2,15 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 215 593 | 0,89 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Icon Wealth Advisors, LLC | 9 808 | 1,10 | 138 | -1,44 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 11 487 | 1,11 | 161 | -1,23 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 158 104 | 3,26 | 2 207 | 0,46 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 55 | 1 | ||||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 10 000 | 140 | ||||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 22 195 | 312 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10 865 | 153 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4 020 | 56 | ||||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 20 071 | 0,10 | 282 | -2,08 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 51 882 | 63,62 | 729 | 60,22 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3 316 | 47 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 21 893 | 16,45 | 308 | 13,70 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 108 594 | 10,66 | 1 525 | 8,16 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 58 784 | 0,17 | 826 | -2,14 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 184 906 | 2,08 | 3 | 0,00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13 619 | 14,58 | 191 | 12,35 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 12 160 | 16,42 | 171 | 13,33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 256 934 | 1,12 | 3 610 | -1,15 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 317 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 41 511 | 3,83 | 583 | 1,57 | ||||
| 2025-08-13 | 13F | Capital Advisors Wealth Management, LLC | 43 029 | 20,86 | 605 | 18,20 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 822 807 | 30,64 | 11 560 | 27,73 | ||||
| 2025-08-08 | 13F | ProVise Management Group, LLC | 25 710 | 1,98 | 361 | -0,28 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 12 149 | 0,45 | 171 | -1,73 |
