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Get Institutions for : 
Nuveen Insured Tax Free Advantage Municipal Fund (NEA)  
$10.67 0.03 (0.28%) as of 4:30 Wed 5/1


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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  : 
0.46 (4.51%)  




 
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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MACKAY SHIELDS LLC 18 - 2023-12-31 930,320 $10,234,000 0
   HORIZON ASSET MANAGEMENT INC/NY 59 - 2023-12-31 423,715 $4,661,000 0
   Claybrook Capital LLC 15 - 2023-09-30 248,583 $2,406,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 21 - 2024-03-31 213,000 $2,358,000 0
   Cresta Advisors Ltd. 16 - 2023-12-31 211,647 $2,328,000 0
   Jupiter Wealth Management LLC 26 - 2023-12-31 157,787 $1,736,000 0
   GOODWIN DANIEL L 20 - 2023-09-30 156,332 $1,513,000 0
   PETRA FINANCIAL ADVISORS INC 30 - 2024-03-31 131,144 $1,452,000 0
   CHILDRESS CAPITAL ADVISORS LLC 50 - 2024-03-31 108,500 $1,201,000 0
   WESBANCO BANK INC 279 - 2024-03-31 98,729 $1,093,000 0
   BRYN MAWR TRUST CO/PA 213 - 2023-09-30 78,698 $762,000 0
   LAZARI CAPITAL MANAGEMENT INC. 45 - 2023-12-31 60,266 $663,000 0
   MYECFO LLC 32 - 2024-03-31 56,500 $625,000 0
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 571 - 2023-12-31 39,000 $429,000 0
   Venture Visionary Partners LLC 388 - 2023-12-31 34,376 $378,000 0
   Relyea Zuckerberg Hanson LLC 172 - 2024-03-31 29,427 $326,000 0
   Paul Damon & Associates Inc. 49 - 2024-03-31 29,407 $326,000 0
   LexAurum Advisors LLC 210 - 2024-03-31 29,000 $321,000 0
   ALLIANCEBERNSTEIN L.P. 2830 - 2023-12-31 27,399 $301,000 0
   PRIVATE TRUST CO NA 545 - 2024-03-31 24,173 $268,000 0
   Snowden Capital Advisors LLC 934 - 2023-12-31 24,282 $267,000 0
   HUDSON VALLEY INVESTMENT ADVISORS INC 157 - 2024-03-31 23,870 $264,000 0
   Aberdeen Wealth Management LLC 126 - 2023-12-31 23,554 $259,000 0
   Schechter Investment Advisors LLC 496 - 2023-12-31 22,084 $243,000 0
   Fortitude Advisory Group L.L.C. 188 - 2023-12-31 18,890 $208,000 0
   MBA Advisors LLC 126 - 2024-03-31 18,400 $204,000 0
   CHOATE INVESTMENT ADVISORS 365 - 2023-12-31 18,366 $202,000 0
   NEUBERGER BERMAN GROUP LLC 1741 - 2023-12-31 17,817 $196,000 0
   CHARTER TRUST CO 250 - 2024-03-31 17,711 $196,000 0
   SHUFRO ROSE & CO LLC 270 - 2023-12-31 19,500 $189,000 0
   Armor Investment Advisors LLC 106 - 2024-03-31 15,565 $172,000 0
   ANCORA ADVISORS, LLC 664 - 2023-12-31 15,445 $170,000 0
   Integrated Wealth Concepts LLC 1472 - 2023-12-31 15,336 $169,000 0
   Apeiron RIA LLC 208 - 2024-03-31 14,808 $164,000 0
   GREAT VALLEY ADVISOR GROUP INC. 679 - 2023-12-31 14,717 $162,000 0
   Wealth Management Solutions LLC 76 - 2023-09-30 16,376 $159,000 0
   Seed Wealth Management Inc. 146 - 2024-03-31 14,500 $159,000 0
   Csenge Advisory Group 632 - 2023-12-31 14,105 $155,000 0
   RMB CAPITAL MANAGEMENT LLC 500 - 2023-12-31 14,062 $155,000 0
   Western Wealth Management LLC 674 - 2023-12-31 13,095 $144,000 0
   WALTER & KEENAN FINANCIAL CONSULTING CO /MI/ /ADV - 2023-12-31 12,636 $139,000 0
   PRIVATE WEALTH PARTNERS LLC 164 - 2023-12-31 12,500 $138,000 0
   Lauterbach Financial Advisors LLC 66 - 2023-12-31 12,237 $135,000 0
   NORTH STAR INVESTMENT MANAGEMENT CORP. 465 - 2023-12-31 12,164 $134,000 0
   Acorn Wealth Advisors LLC 199 - 2024-03-31 11,887 $132,000 0
   Strategies Wealth Advisors LLC 97 - 2024-03-31 11,663 $129,000 0
   Sheaff Brock Investment Advisors LLC 438 - 2023-12-31 11,141 $123,000 0
   CLEAN YIELD GROUP - 2023-12-31 10,971 $121,000 0
   CUTLER INVESTMENT COUNSEL LLC 129 - 2023-12-31 10,745 $118,000 0
   BUSEY TRUST CO 349 - 2024-03-31 10,444 $116,000 0
   Kercheville Advisors LLC 83 - 2024-03-31 10,283 $114,000 0
   Future Financial Wealth Managment LLC 161 - 2024-03-31 10,000 $111,000 0
   HANSON MCCLAIN, INC. 1103 - 2024-03-31 7,082 $78,000 0
   Founders Capital Management 122 - 2024-03-31 5,500 $61,000 0
   SJS Investment Consulting Inc. 185 - 2024-03-31 4,536 $50,000 0
   Cornerstone Planning Group LLC 210 - 2023-12-31 3,729 $41,000 0
   Fortitude Family Office LLC 174 - 2024-03-31 3,700 $41,000 0
   FIRST COMMUNITY TRUST NA 168 - 2024-03-31 3,299 $37,000 0
   AdvisorNet Financial Inc 909 - 2024-03-31 3,189 $35,000 0
   Asset Dedication LLC 494 - 2024-03-31 3,200 $35,000 0
   Pinnacle Bank 474 - 2024-03-31 3,000 $33,000 0
   HARBOR INVESTMENT ADVISORY LLC 682 - 2024-03-31 2,507 $28,000 0
   WASHINGTON TRUST CO 527 - 2024-03-31 2,500 $28,000 0
   CAMBRIDGE TRUST CO 483 - 2023-12-31 2,378 $26,000 0
   MONTAG A & ASSOCIATES INC 674 - 2023-12-31 2,120 $23,000 0
   Roble Belko & Company Inc 202 - 2024-03-31 2,078 $23,000 0
   Global Retirement Partners LLC 1746 - 2024-03-31 2,030 $22,000 0
   Salomon & Ludwin LLC 403 - 2023-12-31 2,241 $22,000 0
   WEST PACES ADVISORS INC. 302 - 2024-03-31 1,920 $21,000 0
   Mascoma Wealth Management LLC - 2023-12-31 1,630 $18,000 0
   SANDY SPRING BANK - 2023-12-31 1,550 $17,000 0
   Geneos Wealth Management Inc. - 2023-12-31 1,065 $12,000 0
   Tyler-Stone Wealth Management 610 - 2023-12-31 1,000 $11,000 0
   Piscataqua Savings Bank 287 - 2024-03-31 645 $7,000 0
   M&R CAPITAL MANAGEMENT INC 397 - 2024-03-31 677 $7,000 0
   Hexagon Capital Partners LLC 944 - 2024-03-31 666 $7,000 0
   HANSON INVESTMENT MANAGEMENT 430 - 2024-03-31 500 $6,000 0
   Larson Financial Group LLC 1122 - 2023-12-31 519 $6,000 0
   Moisand Fitzgerald Tamayo LLC 372 - 2024-03-31 583 $6,000 0
   Parallel Advisors LLC 2483 - 2023-12-31 522 $6,000 0
   Householder Group Estate & Retirement Specialist L - 2023-12-31 551 $6,000 0
   BARRETT & COMPANY INC. 503 - 2024-03-31 338 $4,000 0
   Bogart Wealth LLC 874 - 2024-03-31 240 $3,000 0
   WHITTIER TRUST CO OF NEVADA INC 1151 - 2023-12-31 105 $1,000 0
   Richard W. Paul & Associates LLC - 2023-12-31 79 $1,000 0
   BARTLETT & CO. LLC 1159 - 2023-12-31 105 $1,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 1152 - 2023-12-31 105 $1,000 0
   PROEQUITIES INC. 4095 - 2023-12-31 0 $0 0
   FMR LLC 5091 - 2023-12-31 1 $0 0

  89 Records found
  1    
  Page 1 of 1
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