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)  
$10.87 0.01 (0.09%) as of 4:30 Fri 5/10


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  : 
1.12 (11.49%)  




 
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 - 2023-12-31 19,529,693 $205,648,000 2,424,528
   MACKAY SHIELDS LLC 26 - 2024-03-31 786,331 $8,547,000 224,573
   Lido Advisors LLC 175 *New 2023-12-31 792,367 $8,344,000 792,367
   Hennion & Walsh Asset Management Inc. 34 - 2024-03-31 750,494 $8,158,000 -101,933
   Claybrook Capital LLC 3 - 2023-09-30 792,367 $7,488,000 0
   HIGHTOWER ADVISORS, LLC 807 - 2023-12-31 677,380 $7,136,000 -631
   MORGAN STANLEY 3602 - 2023-12-31 656,108 $6,909,000 14,345
   DEUTSCHE BANK AG 1151 - 2023-12-31 598,900 $6,306,000 276,847
   Logan Stone Capital LLC 20 - 2023-12-31 583,903 $6,148,000 251,846
   GUGGENHEIM CAPITAL LLC 468 - 2023-12-31 576,806 $6,074,000 -23,949
   Oakmont Partners LLC 164 - 2024-03-31 424,427 $4,614,000 39,266
   CNH PARTNERS LLC 90 - 2023-12-31 422,886 $4,453,000 -14,779
   PNC FINANCIAL SERVICES GROUP INC 692 - 2023-12-31 385,440 $4,059,000 131,162
   BANK OF AMERICA CORP /DE/ 3271 - 2023-12-31 267,956 $2,822,000 -44,575
   SIT INVESTMENT ASSOCIATES INC 278 - 2023-12-31 243,107 $2,560,000 183,387
   ROYAL BANK OF CANADA 2399 - 2023-12-31 234,377 $2,468,000 9,820
   Allspring Global Investments Holdings LLC 1147 - 2024-03-31 213,899 $2,325,000 0
   RIVERNORTH CAPITAL MANAGEMENT, INC. 135 - 2023-12-31 211,788 $2,230,000 0
   J P MORGAN CHASE & CO 2924 - 2023-12-31 207,404 $2,184,000 -42,713
   ROBINSON CAPITAL MANAGEMENT LLC 38 - 2023-12-31 203,382 $2,135,000 55,000
   WELLS FARGO & CO/MN 2464 - 2023-12-31 201,366 $2,120,000 4,759
   LANDSCAPE CAPITAL MANAGEMENT L.L.C. 129 - 2023-12-31 183,880 $1,936,000 168,485
   UBS Group AG 3040 - 2023-12-31 148,722 $1,566,000 13,360
   BANK OF NEW YORK MELLON CORP 2984 - 2024-03-31 123,264 $1,340,000 1,761
   WESTCHESTER CAPITAL MANAGEMENT, LLC 152 - 2023-12-31 115,857 $1,220,000 0
   PFG Investments LLC 293 *New 2024-03-31 109,025 $1,185,000 109,025
   Rockefeller Capital Management L.P. 1104 - 2023-12-31 102,871 $1,083,000 -55,216
   COMMONWEALTH EQUITY SERVICES LLC. 2198 - 2024-03-31 95,147 $1,034,000 -3,233
   COHEN & STEERS INC 252 - 2023-12-31 83,385 $878,000 35,000
   WEISS CAPITAL LLC 127 *New 2023-12-31 70,308 $740,000 70,308
   RMR Wealth Builders 121 - 2024-03-31 66,383 $725,000 0
   HORIZON ASSET MANAGEMENT INC/NY 179 - 2023-12-31 66,896 $704,000 0
   Next Capital Management LLC 59 - 2023-12-31 66,704 $702,000 0
   STIFEL FINANCIAL CORP 2362 - 2023-12-31 66,238 $697,000 -5,556
   Tortoise Investment Management LLC 129 - 2023-12-31 64,910 $684,000 -26,091
   Coastal Investment Advisors Inc. 183 - 2024-03-31 59,530 $647,000 1,477
   MML INVESTORS SERVICES LLC 1653 - 2023-12-31 56,725 $597,000 1,205
   AMERIPRISE FINANCIAL INC 3310 - 2023-12-31 55,890 $589,000 678
   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
   Wellspring Financial Advisors LLC 74 - 2024-03-31 43,496 $473,000 0
   Advisor Group Holdings Inc. 3204 - 2023-12-31 44,401 $468,000 -6,874
   SANDERS MORRIS HARRIS INC/FA 160 *New 2024-03-31 42,700 $464,000 42,700
   CITADEL ADVISORS LLC 3761 - 2023-12-31 40,078 $422,000 18,886
   Frisch Financial Group Inc. 74 - 2023-12-31 38,631 $407,000 -296,367
   David J Yvars Group 47 - 2024-03-31 37,050 $403,000 0
   Herold Advisors Inc. 184 - 2023-12-31 37,031 $390,000 -3,320
   MARINER WEALTH ADVISORS, LLC 2302 - 2023-12-31 29,504 $311,000 0
   H D Vest Advisory Services 1214 - 2023-12-31 29,138 $307,000 -13,474
   Opal Wealth Advisors LLC 130 *New 2024-03-31 26,130 $284,000 26,130
   STALEY CAPITAL ADVISERS INC 156 - 2023-12-31 26,500 $279,000 0
   JANNEY MONTGOMERY SCOTT LLC 2371 - 2024-03-31 25,345 $276,000 63
   Almitas Capital LLC 95 *New 2023-12-31 25,000 $263,000 25,000
   LPL FINANCIAL CORP 4130 - 2023-12-31 24,380 $257,000 -9,225
   FAMILY MANAGEMENT CORP 115 - 2023-12-31 24,149 $254,000 -8,800
   Sontag Advisory LLC 564 - 2023-12-31 23,636 $249,000 0
   WEDBUSH MORGAN SECURITIES INC 861 - 2023-12-31 23,368 $246,000 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
   Cresset Asset Management LLC 1599 - 2023-12-31 21,823 $230,000 -9,553
   CREDIT SUISSE/ 2852 - 2023-12-31 19,973 $210,000 0
   OPPENHEIMER & CO INC 1299 - 2023-12-31 16,819 $177,000 -1,000
   NAPLES GLOBAL ADVISORS LLC 399 - 2024-03-31 15,825 $173,000 -3,250
   Moors & Cabot Inc. 779 - 2023-12-31 15,800 $166,000 -7,500
   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 3858 - 2023-12-31 14,177 $149,000 1,314
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3134 - 2024-03-31 13,528 $147,000 -4,775
   FINANCIAL NETWORK 2593 - 2023-12-31 13,745 $145,000 -227
   Private Advisor Group LLC 2154 - 2024-03-31 13,033 $142,000 0
   Goss Wealth Management LLC 1829 - 2023-12-31 12,900 $136,000 1,100
   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
   JANE STREET GROUP LLC 4918 *New 2023-12-31 12,229 $129,000 12,229
   Atria Wealth Solutions Inc. 1817 - 2023-12-31 12,000 $126,000 0
   NOMURA HOLDINGS INC 938 *New 2023-12-31 11,000 $116,000 11,000
   Avestar Capital LLC 347 *New 2023-12-31 10,568 $111,000 10,568
   Williams Jones Wealth Management LLC. 491 - 2023-12-31 10,466 $110,000 0
   Leisure Capital Management 126 - 2023-12-31 10,083 $106,000 0
   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 1893 - 2023-12-31 5,775 $61,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2067 - 2023-12-31 4,448 $47,000 -2,288
   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. 391 - 2023-12-31 2,077 $22,000 0
   US BANCORP 3030 - 2023-12-31 1,806 $19,000 0
   Rockbridge Investment Management LCC 331 - 2023-12-31 1,791 $19,000 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 955 - 2024-03-31 489 $5,000 0
   Onyx Bridge Wealth Group LLC 274 *Closed 2024-03-31 0 $0 -10,856
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6027 *Closed 2023-12-31 0 $0 -51,023
   MILLENNIUM MANAGEMENT LLC 4061 *Closed 2023-12-31 0 $0 -30,495
   Bridgewater Advisors Inc. 105 *Closed 2024-03-31 0 $0 -22,478
   Constitution Capital LLC 64 *Closed 2024-03-31 0 $0 -11,400
   JOHNSON INVESTMENT COUNSEL INC 730 *Closed 2023-12-31 0 $0 -13,110
  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