Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam NYLI MacKay DefinedTerm Muni Opportunities Fund termasuk Global Endowment Management, LP, Centaurus Financial, Inc., WealthPLAN Partners, LLC, Smallwood Wealth Investment Management, LLC, dan FNY Investment Advisers, LLC .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 27,771 | 411 | ||||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 34,945 | 10.53 | 517 | 8.40 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 501,635 | 27.53 | 7,419 | 25.09 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 28,455 | 0.04 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 570,743 | 0.41 | 8,441 | -1.52 | ||||
| 2025-04-25 | 13F | Smallwood Wealth Investment Management, LLC | 745 | 11 | ||||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 36,880 | 193.35 | 545 | 188.36 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 15,000 | 222 | ||||||
| 2025-07-25 | 13F | Integrated Capital Management, Inc. | 22,462 | 23.86 | 332 | 21.61 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 11,000 | 2.80 | 163 | 0.62 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 43,681 | 11.66 | 646 | 9.68 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 4 | -97.73 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 114,635 | 19.48 | 1,695 | 17.22 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 48,382 | 21,120.18 | 716 | 54.43 | ||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 29,436 | 48.67 | 435 | 45.97 | ||||
| 2025-08-12 | 13F | Intellus Advisors LLC | 90,806 | 2.54 | 1,343 | 0.60 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 481,723 | 33.82 | 7,125 | 31.25 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 326,646 | 4.34 | 4,831 | 2.33 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 23,909 | 354 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 40,545 | 0.83 | 600 | -1.16 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 135,245 | 2.55 | 2,000 | 0.60 | ||||
| 2025-08-13 | 13F | Thomas J. Herzfeld Advisors, Inc. | 96,544 | 34.35 | 1,428 | 31.76 | ||||
| 2025-08-13 | 13F | Global Endowment Management, LP | 30,000 | 444 | ||||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 600 | 0 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 28,212 | 0 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 291,477 | 127.96 | 4,311 | 123.55 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 104,127 | 18.61 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 40,545 | 0.83 | 600 | -1.16 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 40,150 | 0.38 | 605 | 1.34 |
