Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Nuveen S&P 500 Dynamic Overwrite Fund includ Saba Capital Management, L.P., HighTower Advisors, LLC, Absolute Investment Advisers Llc, Twelve Points Wealth Management LLC, Capital Investment Advisors, LLC, Wiley Bros.-aintree Capital, Llc, MONECO Advisors, LLC, Quarry LP, Sage Capital Management, LLC, Park Avenue Securities Llc, Altium Capital Management LP, Advisory Advocates, LLC, Bulldog Investors, LLP, Lighthouse Financial Services Inc /adv, Rivernorth Capital Management, Llc, TPG Advisors LLC, Cypress Capital Management LLC (WY), Richmond Investment Services, LLC, Almitas Capital LLC, și Mml Investors Services, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Islay Capital Management, Llc | 66.611 | 1.070 | ||||||
| 2026-04-09 | 13F | PFS Partners, LLC | 7.000 | 112 | ||||||
| 2026-05-14 | 13F | Baird Financial Group, Inc. | 43.841 | 705 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 1.836.213 | 428,95 | 29.508 | 371,21 | ||||
| 2026-05-07 | 13F | Rothschild Investment Llc | 581 | 9 | ||||||
| 2026-05-06 | 13F | Alteri Wealth LLC | 42.941 | 690 | ||||||
| 2026-05-14 | 13F | Kilter Group LLC | 1.634 | 26 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 36.321 | 2.216,39 | 592 | 2.014,29 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 3.036 | 49 | ||||||
| 2026-05-06 | 13F | Tyche Wealth Partners LLC | 64.783 | 43,95 | 1.041 | 28,36 | ||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 1.194.048 | 2.062,43 | 19.188 | 1.826,51 | ||||
| 2026-04-21 | 13F | Sims Investment Management, Llc | 50.462 | 811 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 36.510 | 252,31 | 1 | |||||
| 2026-05-06 | 13F | GatePass Capital, LLC | 52.563 | 845 | ||||||
| 2026-04-29 | 13F | Richmond Investment Services, LLC | 89.052 | 1.431 | ||||||
| 2026-05-11 | 13F | Citigroup Inc | 2.896 | 47 | ||||||
| 2026-04-21 | 13F | Wealth Effects Llc | 16.426 | 264 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 209.707 | 5.290,93 | 3.370 | 4.712,86 | ||||
| 2026-04-24 | 13F | Bayban | 4.198 | 67 | ||||||
| 2026-04-24 | 13F | Key FInancial Inc | 468 | 8 | ||||||
| 2026-04-22 | 13F | Bay Capital Advisors, LLC | 14.929 | 240 | ||||||
| 2026-05-19 | 13F | McIlrath & Eck, LLC | 328 | 5 | ||||||
| 2026-05-15 | 13F | Rivernorth Capital Management, Llc | 99.335 | 1.596 | ||||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 200 | 3 | ||||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 677 | 16,52 | 11 | 10,00 | ||||
| 2026-05-04 | 13F | Schnieders Capital Management, Llc. | 28.336 | 455 | ||||||
| 2026-05-14 | 13F | StoneX Group Inc. | 19.171 | 313 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 3.878 | 62 | ||||||
| 2026-04-14 | 13F | Prospera Financial Services Inc | 98.953 | 1.590 | ||||||
| 2026-04-17 | 13F | PMG Family Office LLC | 111.427 | 148,29 | 1.806 | 123,11 | ||||
| 2026-04-21 | 13F | Decision Investments, Inc | 32.747 | 218,86 | 526 | 184,32 | ||||
| 2026-05-15 | 13F | 1607 Capital Partners, LLC | 118.391 | 726,12 | 1.903 | 637,21 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 38.104 | 31,67 | 612 | 17,24 | ||||
| 2026-05-11 | 13F | Founders Financial Alliance, LLC | 10.594 | 170 | ||||||
| 2026-04-20 | 13F | TrueMark Investments, LLC | 11.381 | 183 | ||||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 92.005 | 193,42 | 1.479 | 161,59 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 20.092 | 323 | ||||||
| 2026-05-11 | 13F | Aptus Capital Advisors, LLC | 13.953 | 31,82 | 224 | 17,89 | ||||
| 2026-05-12 | 13F | Ameritas Advisory Services, LLC | 1.773 | 28 | ||||||
| 2026-04-21 | 13F | Instrumental Wealth, Llc | 22.531 | 362 | ||||||
| 2026-05-15 | 13F | Imprint Wealth LLC | 528 | 8 | ||||||
| 2026-04-14 | 13F | Twelve Points Wealth Management LLC | 325.501 | 5.231 | ||||||
| 2026-05-14 | 13F | Cwm, Llc | 8.588 | 138 | ||||||
| 2026-04-21 | 13F | Pinnacle Associates Ltd | 13.889 | 223 | ||||||
| 2026-04-27 | 13F | Truist Financial Corp | 60.930 | 230,08 | 979 | 194,88 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 46.544 | 748 | ||||||
| 2026-05-15 | 13F | Quarry LP | 201.584 | 3.239 | ||||||
| 2026-05-11 | 13F | Delta Asset Management Llc/tn | 1.511 | 24 | ||||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 2.525 | 41 | ||||||
| 2026-04-22 | 13F | Smallwood Wealth Investment Management, LLC | 4.599 | 748,52 | 74 | 711,11 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 40.816 | 656 | ||||||
| 2026-05-06 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 2.518 | 40 | ||||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 13.954 | 224 | ||||||
| 2026-05-01 | 13F | Altium Capital Management LP | 157.395 | 2.529 | ||||||
| 2026-04-29 | 13F | Armor Investment Advisors, LLC | 16.343 | 263 | ||||||
| 2026-05-15 | 13F | Almitas Capital LLC | 88.552 | 1.423 | ||||||
| 2026-05-15 | 13F | Laird Norton Trust Company, Llc | 11.560 | 186 | ||||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 44.639 | 717 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 18.779 | 302 | ||||||
| 2026-04-30 | 13F | Costello Asset Management, INC | 551 | 9 | ||||||
| 2026-05-08 | 13F | Jackson, Grant Investment Advisers, Inc. | 26.871 | 432 | ||||||
| 2026-05-04 | 13F | Procyon Private Wealth Partners, LLC | 15.609 | 251 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 12.227.809 | 5.199,76 | 196.501 | 4.621,29 | ||||
| 2026-04-30 | 13F | Commons Capital, Llc | 29.548 | 475 | ||||||
| 2026-05-12 | 13F | Quantedge Capital Pte Ltd | 30.576 | 491 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 14.417 | 232 | ||||||
| 2026-05-15 | 13F | Pointe Capital Management LLC | 24.307 | 391 | ||||||
| 2026-05-11 | 13F | Blue Bell Private Wealth Management, Llc | 80.204 | 40.002,00 | 1.289 | 42.833,33 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 1.326.539 | 1.677,49 | 21.317 | 1.483,73 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 19.453 | 313 | ||||||
| 2026-05-13 | 13F | Hennion & Walsh Asset Management, Inc. | 210.579 | 1.333,49 | 3.384 | 1.176,98 | ||||
| 2026-05-08 | 13F | Marco Investment Management Llc | 28.801 | 463 | ||||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 12.493 | 204 | ||||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 430.893 | 967,84 | 6.915 | 851,03 | ||||
| 2026-04-21 | 13F | Morey & Quinn Wealth Partners, LLC | 14.845 | 239 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 85.582 | 1.375 | ||||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 287.314 | 2.576,92 | 5 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 36.051 | 579 | ||||||
| 2026-05-15 | 13F | Saba Capital Management, L.P. | 1.537.423 | 24.706 | ||||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 5.341 | 86 | ||||||
| 2026-05-07 | 13F | MONECO Advisors, LLC | 203.365 | 3.268 | ||||||
| 2026-05-01 | 13F/A | Lodestone Wealth Management LLC | 191 | 3 | ||||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 45.572 | 2.541,86 | 732 | 2.261,29 | ||||
| 2026-05-13 | 13F | Crews Bank & Trust | 1.550 | 25 | ||||||
| 2026-05-15 | 13F | Huntington National Bank | 28 | |||||||
| 2026-05-18 | 13F | Ashton Thomas Securities, Llc | 68.250 | 1.097 | ||||||
| 2026-05-15 | 13F | Ionic Capital Management LLC | 130.987 | 2.105 | ||||||
| 2026-04-13 | 13F | GoalVest Advisory LLC | 301 | 5 | ||||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 10.116 | 163 | ||||||
| 2026-04-22 | 13F | Kapstone Financial Advisors LLC | 12.605 | 203 | ||||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 532 | 41,87 | 9 | 33,33 | ||||
| 2026-05-15 | 13F | Logan Stone Capital, LLC | 51.308 | 369,68 | 825 | 318,27 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 1.049.466 | 466,89 | 16.865 | 405,06 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 1.423 | 23 | ||||||
| 2026-05-14 | 13F | Kayne Anderson Rudnick Investment Management Llc | 390 | 6 | ||||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 208.680 | 3.353 | ||||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 16.386 | 267 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 262.227 | 856,09 | 4.214 | 752,83 | ||||
| 2026-04-27 | 13F | Northeast Planning Associates, Inc. / Nh / | 14.388 | 231 | ||||||
| 2026-04-17 | 13F | CENTRAL TRUST Co | 1.780 | 0 | ||||||
| 2026-05-01 | 13F | Gables Capital Management Inc. | 840 | 13 | ||||||
| 2026-04-20 | 13F | Apella Capital, LLC | 12.624 | 220 | ||||||
| 2026-04-20 | 13F | Focused Wealth Management, Inc | 35.071 | 564 | ||||||
| 2026-05-08 | 13F | Fortis Group Advisors, LLC | 209 | 3 | ||||||
| 2026-05-13 | 13F | PKS Advisory Services, LLC | 15.637 | 251 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 37.084 | 645 | ||||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 150 | 2 | ||||||
| 2026-05-15 | 13F | XTX Topco Ltd | 18.995 | 305 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 14.058 | 226 | ||||||
| 2026-04-22 | 13F | Absolute Investment Advisers Llc | 430.433 | 6.917 | ||||||
| 2026-05-20 | 13F | SOA Wealth Advisors, LLC. | 1.142 | 18 | ||||||
| 2026-04-17 | 13F/A | Capital Investment Advisors, LLC | 285.535 | 4.589 | ||||||
| 2026-05-11 | 13F | Great Valley Advisor Group, Inc. | 13.832 | 222 | ||||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 5.015 | 81 | ||||||
| 2026-04-21 | 13F | Encompass Wealth Advisors, Llc | 11.929 | 192 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 15.215 | 245 | ||||||
| 2026-05-04 | 13F | N.E.W. Advisory Services LLC | 70 | 1 | ||||||
| 2026-04-15 | 13F | Lighthouse Financial Services Inc /adv | 109.192 | 1.896 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 528.707 | 612,31 | 8.497 | 534,58 | ||||
| 2026-05-04 | 13F | NWF Advisory Services Inc. | 11.216 | 180 | ||||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 213 | 3 | ||||||
| 2026-05-15 | 13F | MAI Capital Management | 178 | 3 | ||||||
| 2026-05-15 | 13F | Css Llc/il | 14.886 | 239 | ||||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 1.780 | 29 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 840 | 13 | ||||||
| 2026-05-14 | 13F | Hilltop Holdings Inc. | 31.874 | 512 | ||||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 173 | 3 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 29.685 | 477 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 4.067 | 713,40 | 65 | 622,22 | ||||
| 2026-05-15 | 13F | Summit Financial, LLC | 35.965 | 579 | ||||||
| 2026-04-07 | 13F | Investment Partners Asset Management, Inc. | 36.350 | 584 | ||||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 149.092 | 2.396 | ||||||
| 2026-05-14 | 13F | Atomi Financial Group, Inc. | 49.590 | 797 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 1.884.150 | 383,98 | 30.278 | 331,19 | ||||
| 2026-05-08 | 13F | SHP Wealth Management | 93 | 1 | ||||||
| 2026-05-08 | 13F | Cypress Capital Management LLC (WY) | 94.482 | 1.518 | ||||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 34.633 | 557 | ||||||
| 2026-04-08 | 13F | High Point Wealth Management, LLC | 60.031 | 139,63 | 965 | 113,75 | ||||
| 2026-05-14 | 13F | Us Bancorp \de\ | 4.198 | 67 | ||||||
| 2026-05-26 | 13F | Axiom Investment Management LLC | 10.069 | 162 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 663 | 12 | ||||||
| 2026-04-22 | 13F | Patriot Financial Group Insurance Agency, LLC | 51.232 | 823 | ||||||
| 2026-05-04 | 13F | Blake Schutter Theil Wealth Advisors, LLC | 57.379 | 922 | ||||||
| 2026-04-24 | 13F | Patten Group, Inc. | 39.918 | 641 | ||||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 91.536 | 1.471 | ||||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 181.127 | 3 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 1.000 | 16 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 40.321 | 648 | ||||||
| 2026-04-15 | 13F | FNY Investment Advisers, LLC | 2.000 | 0 | ||||||
| 2026-04-22 | 13F | Pinnacle Bancorp, Inc. | 96 | 2 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 32.937 | 529 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 50.384 | 810 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 1.621.647 | 4.171,20 | 26.060 | 3.709,80 | ||||
| 2026-05-11 | 13F | Commerce Bank | 13.283 | 213 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 593.941 | 425,71 | 10 | 350,00 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 13.820 | 222 | ||||||
| 2026-04-10 | 13F | Abound Wealth Management | 126 | 2 | ||||||
| 2026-04-21 | 13F | Forteris Wealth Management Inc. | 85.297 | 1.371 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 246.272 | 3.958 | ||||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.500 | 45 | ||||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 14.907 | 240 | ||||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 25.753 | 414 | ||||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 16.295 | 19,60 | 262 | 6,53 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 247.485 | 3.977 | ||||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 25.980 | 417 | ||||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 45.100 | 4.410,00 | 725 | 3.922,22 | ||||
| 2026-05-14 | 13F | Apriem Advisors | 15.087 | 242 | ||||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 434 | 7 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 592.916 | 9.528 | ||||||
| 2026-05-06 | 13F | VSM Wealth Advisory, LLC | 145 | 2 | ||||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 14.207 | 228 | ||||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 17.267 | 277 | ||||||
| 2026-04-10 | 13F | Centurion Wealth Management LLC | 10.343 | 166 | ||||||
| 2026-05-07 | 13F | Integrated Capital Management, Inc. | 34.434 | 553 | ||||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 42.076 | 686 | ||||||
| 2026-04-21 | 13F | Maltin Wealth Management, Inc. | 16.102 | 259 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 36.787 | 591 | ||||||
| 2026-04-23 | 13F | Glass Jacobson Investment Advisors llc | 215 | 3 | ||||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 66.309 | 24,21 | 1.066 | 10,59 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 74.952 | 1.204 | ||||||
| 2026-05-05 | 13F | Advisory Advocates, LLC | 136.490 | 2.193 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 590.763 | 292,54 | 9.494 | 249,65 | ||||
| 2026-04-08 | 13F | Dynamic Advisor Solutions LLC | 49.651 | 798 | ||||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 92 | 1 | ||||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 2.852 | 46 | ||||||
| 2026-05-11 | 13F | Pathstone Holdings, LLC | 47.702 | 767 | ||||||
| 2026-05-15 | 13F | Two Sigma Investments, Lp | 141.506 | 410,56 | 2.274 | 355,71 | ||||
| 2026-05-04 | 13F | Wolverine Asset Management Llc | 549.588 | 70.541,13 | 8.832 | 62.978,57 | ||||
| 2026-04-15 | 13F | Sage Capital Management, LLC | 197.501 | 3.174 | ||||||
| 2026-05-08 | 13F | Cornerstone Financial Management LLC | 6.717 | 108 | ||||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 32.861 | 528 | ||||||
| 2026-05-08 | 13F | Bulldog Investors, LLP | 125.415 | 2.015 | ||||||
| 2026-05-11 | 13F | Closed-End Fund Advisors, Inc. | 32.232 | 518 | ||||||
| 2026-05-12 | 13F | Creative Planning | 23.963 | 385 | ||||||
| 2026-04-16 | 13F | Fortem Financial Group, Llc | 130.912 | 83,91 | 2.104 | 63,79 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 52.163 | 806,71 | 838 | 713,59 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 1.408 | 23 | ||||||
| 2026-05-12 | 13F | Invesco Ltd. | 1.946.994 | 459,23 | 31.288 | 398,22 | ||||
| 2026-04-23 | 13F | Vista Investment Partners Ii, Llc | 12.341 | 198 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 63.048 | 226,84 | 1.013 | 191,93 | ||||
| 2026-05-15 | 13F | Palogic Value Management, L.P. | 17.944 | 288 | ||||||
| 2026-05-11 | 13F | Umb Bank N A/mo | 39.827 | 640 | ||||||
| 2026-04-27 | 13F | Td Private Client Wealth Llc | 3.151 | 51 | ||||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 49.854 | 801 | ||||||
| 2026-04-07 | 13F | Signaturefd, Llc | 2.108 | 34 | ||||||
| 2026-04-21 | 13F | Pflug Koory, LLC | 32.688 | 525 | ||||||
| 2026-05-07 | 13F | Hollencrest Capital Management | 7.228 | 116 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 2.626.954 | 274,87 | 42.215 | 233,95 | ||||
| 2026-05-14 | 13F | Venture Visionary Partners LLC | 41.704 | 670 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 40.499 | 18,37 | 651 | 5,35 | ||||
| 2026-04-09 | 13F | Shulman DeMeo Asset Management LLC | 157.720 | 241,92 | 2.535 | 204,57 | ||||
| 2026-05-12 | 13F | Stifel Financial Corp | 324.292 | 5.211 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 212 | 3 | ||||||
| 2026-04-22 | 13F | TPG Advisors LLC | 98.917 | 1.590 | ||||||
| 2026-05-14 | 13F | Hazlett, Burt & Watson, Inc. | 6.376 | 0 | ||||||
| 2026-05-08 | 13F | Moors & Cabot, Inc. | 74.395 | 634,33 | 1.196 | 556,59 | ||||
| 2026-05-06 | 13F | Aviance Capital Partners, LLC | 15.511 | 21,43 | 249 | 8,26 | ||||
| 2026-04-07 | 13F | Eastern Bank | 6.331 | 102 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 14.045 | 226 | ||||||
| 2026-05-12 | 13F | Shaker Financial Services, LLC | 407.322 | 6.546 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 20.157 | 324 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 1.974.296 | 453,54 | 31.727 | 393,10 |
