Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Nuveen Taxable Municipal Income Fund meliputi BCS Private Wealth Management, Inc., Sagespring Wealth Partners, Llc, Kovitz Investment Group Partners, LLC, Modern Wealth Management, LLC, dan Evolution Wealth Management Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-04-15 | 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 |
