Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Nuveen Preferred & Income Opportunities Fund meliputi 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., dan Plante Moran Financial Advisors, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
