Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Nuveen California AMT-Free Quality Municipal Income Fund meliputi Balyasny Asset Management Llc, Modern Wealth Management, LLC, dan Hrt Financial Lp .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Wedbush Securities Inc | 57,286 | 0.18 | 1 | |||||
| 2025-08-08 | 13F | Creative Planning | 21,216 | 0.41 | 250 | -6.39 | ||||
| 2025-04-29 | 13F | Financial Network Wealth Management LLC | 2,135 | 0 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 15,229 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 83,841 | 23.03 | 987 | 15.05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 21,650 | 47.78 | 255 | 38.59 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 389,784 | 0.36 | 4,588 | -6.18 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 17,026 | 1.19 | 200 | -5.21 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 12,100 | 14.15 | 0 | |||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 536 | 98.52 | 6 | 100.00 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 52,479 | 618 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 19,913 | 3.17 | 234 | -3.70 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 24,574 | 2.08 | 289 | -4.62 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 486,257 | 5.47 | 5,723 | -1.40 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 24,192 | 0.02 | 278 | -8.55 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 45,993 | 2.30 | 541 | -4.42 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15,724 | 185 | ||||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 12 | 0 | ||||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 83,221 | 980 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 35,401 | 2.16 | 417 | -4.59 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 510 | 6 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 34,761 | 0.03 | 409 | -6.41 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 19,215 | 0.32 | 226 | -6.22 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 21,185 | 249 | ||||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 33,487 | 0.40 | 394 | -5.97 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,695,981 | 10.58 | 31,732 | 3.38 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 227,772 | 4.84 | 2,681 | -2.01 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,599 | 31 | ||||||
| 2025-08-07 | 13F | Evoke Wealth, Llc | 152,002 | 0.82 | 1,801 | -5.71 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 27,519 | 0 |
