Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Nuveen Insured Tax Free Advantage Municipal Fund (NEA)  
$10.68 0.00 (0.00%) as of 4:30 Tue 4/16


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 296    5
Total shares held : 
 99,960,315  
% of shares held : 
 44.97%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   1  
Amount of shares held : 
 6,187,297  
% of shares held change : 
   2.78%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $9.57  
Last Quarter's Ending Price : 
 $11.00  
Last Quarter's Average Price : 
 $10.21  
Change from last quarter's     
avg. price to the last closing  : 
0.47 (4.6%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
34
 3,435,473
 3.44%
 
Increased Positions :
85
 9,594,140
 9.6%
 
Unchanged Positions :
88
 5,092,353
 5.09%
 
Decreased Positions :
89
-6,336,102
-6.34%
 
Closed Positions :
29
-506,214
-0.51%
 
Guru Positions :
1
20,766
 0.02%
 
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 1 - 2023-12-31 23,657,938 $260,237,000 3,008,939
   MORGAN STANLEY 1089 - 2023-12-31 10,052,527 $110,578,000 1,387,367
   RIVERNORTH CAPITAL MANAGEMENT, INC. 1 - 2023-12-31 8,234,935 $90,584,000 -2,794,841
   Bramshill Investments LLC 4 - 2023-12-31 6,473,370 $71,207,000 554,852
   SABA CAPITAL MANAGEMENT, L.P. 20 - 2023-12-31 3,823,691 $42,061,000 883,109
   SIT INVESTMENT ASSOCIATES INC 19 - 2023-12-31 3,395,607 $37,352,000 -653,133
   Logan Stone Capital LLC 1 - 2023-12-31 2,413,602 $26,550,000 608,263
   VAN ECK ASSOCIATES CORP 257 - 2023-12-31 1,732,147 $19,054,000 211,718
   Allspring Global Investments Holdings LLC - 2023-12-31 1,727,561 $19,003,000 0
   BANK OF AMERICA CORP /DE/ 1842 - 2023-12-31 1,706,943 $18,776,000 35,773
   Hennion & Walsh Asset Management Inc. 10 - 2023-12-31 1,576,422 $17,341,000 -127,499
   HIGHTOWER ADVISORS, LLC 524 - 2023-12-31 1,528,688 $16,819,000 10,551
   WELLS FARGO & CO/MN 1212 - 2023-12-31 1,431,408 $15,745,000 333,279
   PenderFund Capital Management Ltd. 4 - 2023-12-31 909,800 $13,261,000 59,800
   UBS Group AG 1307 - 2023-12-31 1,176,432 $12,941,000 -259,596
   Rockefeller Capital Management L.P. 402 - 2023-12-31 1,112,811 $12,241,000 41,011
   ROBINSON CAPITAL MANAGEMENT LLC 4 - 2023-12-31 1,070,997 $11,749,000 109,376
   GUGGENHEIM CAPITAL LLC 259 - 2023-12-31 1,062,170 $11,684,000 39,164
   MACKAY SHIELDS LLC 18 - 2023-12-31 930,320 $10,234,000 0
   FIERA SCEPTRE INC. 171 *New 2023-12-31 899,048 $9,890,000 899,048
   CNH PARTNERS LLC 30 - 2023-12-31 858,442 $9,443,000 6,753
   RAYMOND JAMES & ASSOCIATES 1158 - 2023-12-31 828,347 $9,112,000 114,628
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 30 - 2023-12-31 781,554 $8,597,000 491,025
   ROYAL BANK OF CANADA 1613 - 2023-12-31 704,132 $7,745,000 -82,662
   GILL CAPITAL PARTNERS LLC 10 - 2023-12-31 695,343 $7,649,000 -97,418
   LPL FINANCIAL CORP 1418 - 2023-12-31 691,479 $7,606,000 -62,480
   STIFEL FINANCIAL CORP 889 - 2023-12-31 686,101 $7,547,000 46,141
   CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 32 - 2023-12-31 677,551 $7,453,000 562,569
   Oakmont Partners LLC 99 - 2023-12-31 627,920 $6,907,000 44,799
   BB&T CORP 768 - 2023-12-31 586,000 $6,446,000 -46,070
   Congress Park Capital LLC 10 - 2023-12-31 582,500 $6,408,000 97,000
   PNC FINANCIAL SERVICES GROUP INC 597 - 2023-12-31 542,337 $5,966,000 128,645
   Barry Investment Advisors LLC 17 - 2023-12-31 530,009 $5,830,000 -29,397
   FIXED INCOME SECURITIES INC 221 - 2023-12-31 508,756 $5,596,000 81,284
   ENVESTNET ASSET MANAGEMENT INC 1879 - 2023-12-31 464,262 $5,107,000 1,882
   COMMONWEALTH EQUITY SERVICES LLC. 1068 - 2023-12-31 458,659 $5,045,000 -235,817
   HORIZON ASSET MANAGEMENT INC/NY 59 - 2023-12-31 423,715 $4,661,000 0
   Capital Investment Advisors LLC 123 - 2023-12-31 421,222 $4,633,000 -21,748
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1122 - 2023-12-31 406,993 $4,477,000 -419,380
   Relative Value Partners Group LLC 68 *New 2023-12-31 401,194 $4,413,000 401,194
   AMERIPRISE FINANCIAL INC 2389 - 2023-12-31 393,908 $4,361,000 -37,960
   Eagle Bluffs Wealth Management LLC 8 - 2023-12-31 337,694 $3,715,000 -94,221
   WESTCHESTER CAPITAL MANAGEMENT, LLC 92 - 2023-12-31 334,336 $3,678,000 224,674
   COHEN & STEERS INC 165 - 2023-12-31 333,598 $3,670,000 43,000
   Arete Wealth Advisors LLC 75 - 2023-12-31 332,835 $3,661,000 -79,258
   Tortoise Investment Management LLC 55 - 2023-12-31 332,049 $3,653,000 -12,731
   Advisor Group Holdings Inc. 1504 - 2023-12-31 288,123 $3,170,000 -152,734
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 663 - 2023-12-31 268,188 $2,950,000 -29,696
   Baird Financial Group Inc. 823 - 2023-12-31 263,787 $2,902,000 -42,771
   FREESTONE CAPITAL HOLDINGS, LLC 123 *New 2023-12-31 260,960 $2,871,000 260,960
   Lido Advisors LLC 323 *New 2023-12-31 252,135 $2,773,000 252,135
   Centiva Capital LP 83 *New 2023-12-31 239,798 $2,638,000 239,798
   PARK AVENUE SECURITIES LLC 338 - 2024-03-31 220,863 $2,445,000 7,287
   Claybrook Capital LLC 15 - 2023-09-30 248,583 $2,406,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO - 2023-12-31 213,000 $2,343,000 0
   Cresta Advisors Ltd. 16 - 2023-12-31 211,647 $2,328,000 0
   Melone Private Wealth LLC 20 - 2023-12-31 202,310 $2,225,000 3,477
   Kestra Advisory Services LLC 769 - 2023-12-31 191,881 $2,111,000 18,091
   JANNEY MONTGOMERY SCOTT LLC 1071 - 2023-12-31 191,060 $2,102,000 -21,754
   Merit Financial Group LLC 204 *New 2023-12-31 185,149 $2,037,000 185,149
   Gridiron Partners LLC 14 - 2023-12-31 174,878 $1,924,000 0
   SAVANT CAPITAL MANAGEMENT INC 310 - 2023-12-31 165,166 $1,817,000 3,613
   Jupiter Wealth Management LLC 26 - 2023-12-31 157,787 $1,736,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1297 - 2023-12-31 154,863 $1,703,000 -8,642
   Goss Wealth Management LLC 714 - 2023-12-31 154,612 $1,695,000 35,284
   Wakefield Asset Management LLLP - 2023-12-31 153,364 $1,687,000 370
   RIVERBRIDGE PARTNERS LLC 108 - 2023-12-31 148,828 $1,637,000 0
   Tyche Wealth Partners LLC 52 - 2023-12-31 147,188 $1,619,000 0
   EVOKE WEALTH LLC 270 - 2023-12-31 146,689 $1,614,000 -8,677
   GOODWIN DANIEL L 20 - 2023-09-30 156,332 $1,513,000 0
   CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 111 - 2023-12-31 136,605 $1,503,000 -25,785
   PETRA FINANCIAL ADVISORS INC 28 - 2023-12-31 131,144 $1,443,000 -2,972
   INVESCO LTD 2652 - 2023-12-31 129,886 $1,429,000 22,431
   Cresset Asset Management LLC 727 - 2023-12-31 127,661 $1,404,000 -73,422
   TrinityPoint Wealth LLC 102 - 2023-12-31 119,952 $1,319,000 -19,622
   WEISS CAPITAL LLC 91 *New 2023-12-31 119,066 $1,310,000 119,066
   Stratos Wealth Partners LTD. - 2023-12-31 118,918 $1,308,000 -4,130
   BANK OF NEW YORK MELLON CORP 3050 - 2023-12-31 117,356 $1,291,000 -44,855
   Palogic Value Management L.P. 62 - 2023-12-31 109,274 $1,202,000 -59,042
   CHILDRESS CAPITAL ADVISORS LLC 49 - 2023-12-31 108,500 $1,194,000 1,000
   HIRTLE CALLAGHAN & CO INC 48 *New 2023-12-31 107,671 $1,184,000 107,671
   NAPLES GLOBAL ADVISORS LLC 199 - 2023-12-31 104,768 $1,152,000 -7,539
   WESBANCO BANK INC 183 - 2023-12-31 98,729 $1,086,000 5,151
   FINANCIAL NETWORK 1351 - 2023-12-31 94,026 $1,034,000 22,686
   PROSPERA FINANCIAL SERVICES 469 *New 2023-12-31 90,760 $998,000 90,760
   KIM LLC 127 *New 2023-12-31 90,000 $990,000 90,000
   MARINER WEALTH ADVISORS, LLC 1446 - 2023-12-31 88,127 $969,000 1,881
   Edmonds Duncan Registered Investment Advisors LLC 52 - 2023-12-31 87,177 $959,000 3,663
   RAYMOND JAMES TRUST CO 469 - 2023-12-31 86,984 $957,000 0
   TECTONIC ADVISORS LLC 135 - 2023-12-31 86,579 $952,000 959
   Global Assets Advisory LLC 244 *New 2024-03-31 10,167 $928,000 10,167
   MERCER GLOBAL ADVISORS INC /ADV 1050 - 2023-12-31 77,224 $849,000 -1,128
   CI Private Wealth LLC 1349 - 2023-12-31 76,028 $836,000 20,860
   Archetype Wealth Partners LLC 38 - 2023-12-31 75,893 $835,000 47,136
   Strategic Financial Group LLC - 2023-12-31 74,939 $824,000 -19,282
   Catalytic Wealth RIA LLC 72 - 2023-12-31 73,711 $811,000 0
   GeoWealth Management LLC 242 *New 2023-12-31 73,711 $811,000 73,711
   DAVENPORT & CO LLC - 2023-12-31 72,542 $798,000 27,000
   BANK OF MONTREAL /CAN/ 1753 *New 2023-12-31 61,220 $793,000 61,220
   Bard Financial Services Inc. 128 - 2023-12-31 71,250 $784,000 20,000
  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