Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Nuveen Insured New York Tax Free Advantage Municipal Fund (NRK)  
$10.81 0.06 (0.6%) as of 4:30 Wed 5/22


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 93    3
Total shares held : 
 30,354,439  
% of shares held : 
 34.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 3,272,272  
% of shares held change : 
   3.73%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $9.45  
Last Quarter's Ending Price : 
 $10.53  
Last Quarter's Average Price : 
 $9.75  
Change from last quarter's     
avg. price to the last closing  : 
1.06 (10.87%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
7
 934,505
 3.08%
 
Increased Positions :
23
 3,628,488
 11.95%
 
Unchanged Positions :
31
 1,706,603
 5.62%
 
Decreased Positions :
32
-717,043
-2.36%
 
Closed Positions :
10
-573,678
-1.89%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   KARPUS MANAGEMENT INC 2 - 2024-03-31 20,382,532 $221,558,000 852,839
   SIT INVESTMENT ASSOCIATES INC 92 - 2024-03-31 1,291,192 $14,035,000 1,048,085
   MACKAY SHIELDS LLC 26 - 2024-03-31 786,331 $8,547,000 224,573
   Hennion & Walsh Asset Management Inc. 34 - 2024-03-31 750,494 $8,158,000 -101,933
   MORGAN STANLEY 3452 - 2024-03-31 749,495 $8,147,000 93,387
   Claybrook Capital LLC 3 - 2023-09-30 792,367 $7,488,000 0
   HIGHTOWER ADVISORS, LLC 804 - 2024-03-31 671,987 $7,300,000 -5,393
   GUGGENHEIM CAPITAL LLC 442 - 2024-03-31 624,280 $6,786,000 47,474
   DEUTSCHE BANK AG 1144 - 2024-03-31 598,900 $6,510,000 0
   Lido Advisors LLC 233 - 2024-03-31 542,186 $5,920,000 -250,181
   Oakmont Partners LLC 164 - 2024-03-31 424,427 $4,614,000 39,266
   PNC FINANCIAL SERVICES GROUP INC 701 - 2024-03-31 385,440 $4,190,000 0
   Penserra Capital Management LLC 257 *New 2024-03-31 362,909 $3,944,000 362,909
   BANK OF AMERICA CORP /DE/ 3265 - 2024-03-31 307,373 $3,341,000 39,417
   CNH PARTNERS LLC 118 - 2024-03-31 293,971 $3,195,000 -128,915
   Logan Stone Capital LLC 43 - 2024-03-31 276,817 $3,009,000 -307,086
   ROYAL BANK OF CANADA 2311 - 2024-03-31 245,989 $2,674,000 11,612
   Allspring Global Investments Holdings LLC 1147 - 2024-03-31 213,899 $2,325,000 0
   RIVERNORTH CAPITAL MANAGEMENT, INC. 134 - 2024-03-31 211,788 $2,302,000 0
   J P MORGAN CHASE & CO 2910 - 2024-03-31 203,176 $2,209,000 -4,228
   WELLS FARGO & CO/MN 2542 - 2024-03-31 191,245 $2,079,000 -10,121
   UBS Group AG 3209 - 2024-03-31 138,671 $1,507,000 -10,051
   BANK OF NEW YORK MELLON CORP 2984 - 2024-03-31 123,264 $1,340,000 1,761
   WESTCHESTER CAPITAL MANAGEMENT, LLC 134 - 2024-03-31 115,857 $1,259,000 0
   PFG Investments LLC 293 *New 2024-03-31 109,025 $1,185,000 109,025
   Flow State Investments L.P. 45 *New 2024-03-31 105,010 $1,141,000 105,010
   COMMONWEALTH EQUITY SERVICES LLC. 2198 - 2024-03-31 95,147 $1,034,000 -3,233
   STIFEL FINANCIAL CORP 2264 - 2024-03-31 80,108 $871,000 13,870
   HORIZON ASSET MANAGEMENT INC/NY 181 - 2024-03-31 66,896 $727,000 0
   RMR Wealth Builders 121 - 2024-03-31 66,383 $725,000 0
   Next Capital Management LLC 66 - 2024-03-31 66,704 $725,000 0
   Rockefeller Capital Management L.P. 1363 - 2024-03-31 65,727 $714,000 -37,144
   Coastal Investment Advisors Inc. 183 - 2024-03-31 59,530 $647,000 1,477
   MML INVESTORS SERVICES LLC 1661 - 2024-03-31 57,740 $628,000 1,015
   Tortoise Investment Management LLC 141 - 2024-03-31 55,510 $603,000 -9,400
   MATHES COMPANY INC 84 - 2024-03-31 54,000 $587,000 0
   Ascent Wealth Partners LLC 125 - 2024-03-31 52,247 $568,000 0
   Advisor Group Holdings Inc. 2841 - 2024-03-31 50,434 $548,000 6,033
   Wellspring Financial Advisors LLC 74 - 2024-03-31 43,496 $473,000 0
   SANDERS MORRIS HARRIS INC/FA 160 *New 2024-03-31 42,700 $464,000 42,700
   Herold Advisors Inc. 193 - 2024-03-31 39,046 $424,000 2,015
   Frisch Financial Group Inc. 78 - 2024-03-31 38,173 $415,000 -458
   David J Yvars Group 47 - 2024-03-31 37,050 $403,000 0
   COHEN & STEERS INC 308 - 2024-03-31 30,000 $326,000 -53,385
   MARINER WEALTH ADVISORS, LLC 2373 - 2024-03-31 29,504 $321,000 0
   H D Vest Advisory Services 1262 - 2024-03-31 29,046 $316,000 -92
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 534 - 2024-03-31 27,696 $301,000 -156,184
   STALEY CAPITAL ADVISERS INC 156 - 2024-03-31 26,500 $288,000 0
   Opal Wealth Advisors LLC 130 *New 2024-03-31 26,130 $284,000 26,130
   Williams Jones Wealth Management LLC. 432 - 2024-03-31 25,466 $277,000 15,000
   JANNEY MONTGOMERY SCOTT LLC 2371 - 2024-03-31 25,345 $276,000 63
   Sontag Advisory LLC 547 - 2024-03-31 23,636 $257,000 0
   WEDBUSH MORGAN SECURITIES INC 953 - 2024-03-31 23,368 $254,000 0
   RAYMOND JAMES & ASSOCIATES 3452 - 2024-03-31 22,327 $243,000 3,250
   AJ WEALTH STRATEGIES LLC 263 - 2023-06-30 23,006 $238,000 0
   LPL FINANCIAL CORP 4314 - 2024-03-31 20,950 $228,000 -3,430
   OPPENHEIMER & CO INC 1354 - 2024-03-31 16,819 $183,000 0
   NAPLES GLOBAL ADVISORS LLC 399 - 2024-03-31 15,825 $173,000 -3,250
   Moors & Cabot Inc. 828 - 2024-03-31 15,800 $172,000 0
   FAMILY MANAGEMENT CORP 148 - 2024-03-31 15,243 $166,000 -8,906
   PINNACLE ASSOCIATES LTD 801 - 2024-03-31 15,130 $164,000 -550
   NorthCrest Asset Manangement LLC 493 - 2024-03-31 14,249 $155,000 0
   ENVESTNET ASSET MANAGEMENT INC 3961 - 2024-03-31 14,177 $154,000 0
   FINANCIAL NETWORK 2628 - 2024-03-31 13,745 $149,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3134 - 2024-03-31 13,528 $147,000 -4,775
   Private Advisor Group LLC 2154 - 2024-03-31 13,033 $142,000 0
   NOMURA HOLDINGS INC 808 - 2024-03-31 12,675 $138,000 1,675
   Spire Wealth Management 909 - 2024-03-31 12,329 $134,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 3088 - 2024-03-31 12,139 $132,000 75
   Atria Wealth Solutions Inc. 1850 - 2024-03-31 12,000 $131,000 0
   AMERIPRISE FINANCIAL INC 3672 - 2024-03-31 11,427 $124,000 -44,463
   Avestar Capital LLC 403 - 2024-03-31 10,568 $115,000 0
   Leisure Capital Management 130 - 2024-03-31 10,083 $110,000 0
   CITADEL ADVISORS LLC 4818 - 2024-03-31 10,165 $110,000 -29,913
   SOA Wealth Advisors LLC. 246 - 2024-03-31 9,225 $100,000 0
   GPS Wealth Strategies Group LLC 449 - 2024-03-31 6,290 $68,000 0
   Steward Partners Investment Advisory LLC 1980 - 2024-03-31 5,775 $63,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2080 - 2024-03-31 4,448 $48,000 0
   Concord Wealth Partners 450 - 2024-03-31 2,492 $27,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1446 - 2024-03-31 2,500 $27,000 0
   Carmichael Hill & Associates Inc. 376 - 2024-03-31 2,400 $26,000 0
   Washington Trust Advisors Inc. 387 - 2024-03-31 2,077 $23,000 0
   US BANCORP 3048 - 2024-03-31 1,806 $20,000 0
   M&R CAPITAL MANAGEMENT INC 316 - 2024-03-31 1,600 $17,000 0
   NBC SECURITIES INC. 1638 - 2024-03-31 1,086 $11,000 8
   FNY Investment Advisers LLC 418 - 2024-03-31 1,100 $11,000 1,100
   HALLMARK CAPITAL MANAGEMENT INC 266 - 2024-03-31 457 $5,000 0
   Key Financial Inc 941 - 2024-03-31 489 $5,000 0
   Onyx Bridge Wealth Group LLC 274 *Closed 2024-03-31 0 $0 -10,856
   Goss Wealth Management LLC 3717 *Closed 2024-03-31 0 $0 -12,900
   Cresset Asset Management LLC 1881 *Closed 2024-03-31 0 $0 -21,823
   Almitas Capital LLC 72 *Closed 2024-03-31 0 $0 -25,000
   JANE STREET GROUP LLC 5592 *Closed 2024-03-31 0 $0 -12,229
   Bridgewater Advisors Inc. 105 *Closed 2024-03-31 0 $0 -22,478
   Constitution Capital LLC 64 *Closed 2024-03-31 0 $0 -11,400
   WEISS CAPITAL LLC 358 *Closed 2024-03-31 0 $0 -70,308
   FMR LLC 5499 *New 2024-03-31 1 $0 1
   NARWHAL CAPITAL MANAGEMENT 170 *Closed 2024-03-31 0 $0 -70,830
   ROBINSON CAPITAL MANAGEMENT LLC 223 *Closed 2024-03-31 0 $0 -203,382
   Rockbridge Investment Management LCC 640 *Closed 2024-03-31 0 $0 -1,791
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us