Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Nuveen Nasdaq 100 Dynamic Overwrite Fund includ Advisor OS, LLC, Tulsa Wealth Advisors, INC, Diversify Wealth Management, Llc, XTX Topco Ltd, Golden State Equity Partners, Abound Wealth Management, BlackRock, Inc., SageView Advisory Group, LLC, Hickory Point Bank & Trust, Highline Wealth Partners Llc, și Root Financial Partners, LLC .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1.006 | 27 | ||||||
| 2026-05-06 | 13F | WealthTrust Asset Management, LLC | 11.696 | 23,08 | 312 | 14,76 | ||||
| 2026-04-13 | 13F | Cyndeo Wealth Partners, LLC | 16.408 | 19,05 | 438 | 11,20 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 56.321 | 9,71 | 1.502 | 2,60 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 3.366 | 46,99 | 96 | 53,23 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 243.838 | 25,02 | 6.503 | 16,92 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 419.171 | 4,25 | 11.179 | -2,51 | ||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 27.895 | 62,40 | 744 | 51,94 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 48 | 1 | ||||||
| 2026-05-13 | 13F | Mariner, LLC | 13.567 | 25,10 | 361 | 16,83 | ||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 21.261 | 567 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 75.820 | 5,27 | 2.162 | 216.100,00 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 73.344 | 590,23 | 1.956 | 545,54 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 745.857 | 0,29 | 19.892 | -6,21 | ||||
| 2026-04-15 | 13F | Financial Management Professionals, Inc. | 708 | 19 | ||||||
| 2026-05-15 | 13F | Millennium Management Llc | 24.688 | 250,93 | 658 | 229,00 | ||||
| 2026-04-03 | 13F | Hickory Point Bank & Trust | 200 | 5 | ||||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 25.542 | 42,68 | 681 | 33,53 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 10.286 | 10,02 | 274 | 3,01 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 17.486 | 1,50 | 499 | 5,29 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 19 | 12,50 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 235.769 | 0,80 | 6 | 0,00 | ||||
| 2026-05-05 | 13F | UBS Group AG | 727.794 | 0,12 | 19.410 | -6,37 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 212.827 | 3,56 | 5.677 | -3,17 | ||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 225 | 1,81 | 6 | 0,00 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 9.863 | 0,93 | 269 | -3,24 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 15.786 | 22,60 | 421 | 14,71 | ||||
| 2026-05-08 | 13F | Cypress Capital Management LLC (WY) | 177.931 | 9,43 | 4.854 | 4,68 | ||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 8.997 | 15,49 | 242 | 8,56 | ||||
| 2026-05-15 | 13F | Ionic Capital Management LLC | 66.113 | 6,91 | 1.763 | 0,00 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 55.703 | 23,86 | 1.486 | 15,83 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 9.196 | 26,34 | 245 | 18,36 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 14.350 | 149,00 | 383 | 132,93 | ||||
| 2026-04-17 | 13F | PMG Family Office LLC | 60.228 | 0,70 | 1.643 | -3,64 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 2.708 | 72 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 30.266 | 1,35 | 807 | -5,17 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 18.224 | 9,24 | 486 | 2,32 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 600 | 16 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 291 | 8 | ||||||
| 2026-04-21 | 13F | Huntleigh Advisors, Inc. | 23.053 | 4,15 | 615 | -2,69 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 8.821 | 5,00 | 235 | |||||
| 2026-05-11 | 13F | Tulsa Wealth Advisors, INC | 15.007 | 400 | ||||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 568.698 | 8,06 | 15.167 | 1,06 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 5.714 | 23,84 | 152 | 16,03 | ||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 44.553 | 12,47 | 1.188 | 5,23 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 23.169 | 618 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 375.648 | 3,08 | 10.019 | -3,61 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 8.633 | 230 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 13.216 | 393 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 100.726 | 10,05 | 2.686 | 2,91 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 15.069 | 7,97 | 402 | 0,75 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 1.248.095 | 0,62 | 33.287 | -5,91 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 4.050 | 108 | ||||||
| 2026-04-27 | 13F | PFG Investments, LLC | 28.375 | 9,45 | 757 | 2,30 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 9.354 | 9,56 | 267 | 9,47 | ||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 31.567 | 0,16 | 842 | -6,35 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 100 | 3 | ||||||
| 2026-05-12 | 13F | Creative Planning | 11.461 | 10,85 | 306 | 3,74 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 45.829 | 1.222 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 127.390 | 3.398 | ||||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 3.800 | 0 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 11.529 | 307 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 1.262 | 34 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 1.022 | 27 | ||||||
| 2026-05-06 | 13F | Main Street Group, LTD | 7.158 | 191 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 636.887 | 8,89 | 16.986 | 1,82 | ||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 598.826 | 7,45 | 15.971 | 0,48 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 21.843 | 100,01 | 583 | 87,14 | ||||
| 2026-05-14 | 13F | Capital Analysts, Inc. | 5.404 | 100,00 | 0 | |||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 18.226 | 3,35 | 486 | -3,19 | ||||
| 2026-01-29 | 13F | Comerica Bank | 11.561 | 0,23 | 330 | 4,11 |
