Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Nuveen S&P 500 Dynamic Overwrite Fund incluem 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, e Mml Investors Services, Llc .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
