Who owns Nuveen Barclays Shrt Term Muni bdfund?
- Ticker: SHM
- CUSIP Number: 78468r739
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Analyze quarterly positions in Nuveen Barclays Shrt Term Muni bdfund with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Nuveen Barclays Shrt Term Muni bdfund this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Bank of America Corporation | 16M | $759M | 9% | Mar 2024 |
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Wells Fargo & Company | 8.5M | $401M | 5% | Mar 2024 |
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Goldman Sachs Group | 7.5M | $357M | -28% | Mar 2024 |
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Envestnet Asset Management | 6.1M | $291M | -24% | Mar 2024 |
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Morgan Stanley | 5.7M | $268M | -3% | Mar 2024 |
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Mercer Global Advisors | 2.9M | $140M | -4% | Mar 2024 |
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United Capital Financial Advisers | 2.5M | $121M | -2% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 2.2M | $105M | 4% | Mar 2024 |
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Pnc Financial Services | 1.7M | $82M | -4% | Mar 2024 |
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Commonwealth Equity Services | 1.5M | $73M | 1% | Mar 2024 |
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CliftonLarsonAllen Wealth Advisors | 1.4M | $66M | 7212% | Mar 2024 |
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Quent Capital | 873k | $41M | 17% | Mar 2024 |
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Financial Engines Advisors L.L.C | 761k | $36M | 0% | Mar 2024 |
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LPL Financial | 679k | $32M | -10% | Mar 2024 |
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Jpmorgan Chase & Co | 592k | $28M | -8% | Mar 2024 |
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UBS Group | 530k | $25M | -3% | Mar 2024 |
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Stifel Financial | 525k | $25M | 20% | Mar 2024 |
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HTLF Bank | 519k | $25M | 8% | Mar 2024 |
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Wealth Enhancement Advisory Services | 476k | $23M | 5% | Mar 2024 |
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Wealthcare Advisory Partners | 453k | $22M | 13% | Mar 2024 |
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Sei Investments | 426k | $20M | -53% | Mar 2024 |
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Old National Trust Company | 394k | $19M | -6% | Mar 2024 |
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Prime Capital Investment Advisors | 350k | $17M | 2239% | Dec 2023 |
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Citigroup | 304k | $14M | 7% | Mar 2024 |
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Hanson McClain Advisors | 274k | $13M | -2% | Mar 2024 |
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Trustmark National Bank - Trust Department | 255k | $12M | -22% | Mar 2024 |
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Gerber Kawasaki Wealth & Investment Management | 254k | $12M | 28% | Mar 2024 |
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Symmetry Partner | 231k | $11M | 2% | Dec 2023 |
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Branch Banking & Trust Company | 225k | $11M | -38% | Mar 2024 |
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Farther Finance Advisors | 217k | $10M | -16% | Mar 2024 |
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Ameriprise Financial | 214k | $10M | 25% | Mar 2024 |
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H D Vest Advisory Services | 195k | $9.2M | -54% | Mar 2024 |
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Raymond James Financial Services Advisors | 189k | $9.0M | 9% | Mar 2024 |
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Altfest L J & Co | 180k | $8.5M | -8% | Mar 2024 |
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APCM Wealth Management for Individuals | 176k | $8.4M | 52% | Mar 2024 |
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Cullen Frost Bankers | 174k | $8.2M | -40% | Mar 2024 |
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Beacon Pointe Advisors | 168k | $8.0M | -2% | Dec 2023 |
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Royal Bank of Canada | 167k | $8.0M | -27% | Mar 2024 |
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Empirical Financial Services, LLC d/b/a Empirical Wealth Management | 163k | $7.7M | -7% | Mar 2024 |
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Assetmark | 161k | $7.6M | -30% | Mar 2024 |
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Quotient Wealth Partners | 145k | $6.9M | 100% | Dec 2023 |
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Apella Capital | 145k | $6.8M | 3% | Mar 2024 |
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Goss Wealth Management | 140k | $6.6M | -20% | Mar 2024 |
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Foster Group | 137k | $6.5M | 100% | Mar 2024 |
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Brio Consultants | 135k | $6.4M | 3% | Mar 2024 |
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Karpus Investment Management | 134k | $6.4M | 102% | Mar 2024 |
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Advisor Group Holdings | 134k | $6.3M | -57% | Mar 2024 |
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GenTrust | 129k | $6.1M | 0% | Mar 2024 |
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Charles Schwab Investment Management | 128k | $6.1M | 7% | Mar 2024 |
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Mariner Wealth Advisors | 128k | $6.1M | -8% | Mar 2024 |
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Hunter Associates | 124k | $5.9M | 0% | Mar 2024 |
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Chatham Capital Group | 124k | $5.9M | -7% | Mar 2024 |
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Strategies Wealth Advisors | 117k | $5.5M | -2% | Mar 2024 |
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CWM | 116k | $5.5M | 0% | Mar 2024 |
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Bridgeworth | 111k | $5.3M | 100% | Dec 2023 |
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Cercano Management | 110k | $5.2M | 100% | Mar 2024 |
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Aua Capital Management | 109k | $5.2M | -3% | Mar 2024 |
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HPM Partners | 107k | $5.1M | 68% | Mar 2024 |
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Orion Portfolio Solutions | 106k | $5.0M | -1% | Mar 2024 |
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Aaron Wealth Advisors | 102k | $4.9M | 0% | Mar 2024 |
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Leisure Capital Management | 102k | $4.8M | -2% | Mar 2024 |
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Smithfield Trust Company | 96k | $4.6M | 0% | Mar 2024 |
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Davidson Investment Advisors | 95k | $4.5M | -18% | Mar 2024 |
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Capital Analysts | 95k | $4.5M | 6% | Mar 2024 |
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Hancock Bank Trust Department | 93k | $4.4M | -3% | Mar 2024 |
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Aquire Wealth Advisors | 92k | $4.4M | -1% | Mar 2024 |
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Studio Investment Management | 90k | $4.3M | -11% | Mar 2024 |
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Brian McDonald | 89k | $4.2M | -21% | Mar 2024 |
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RW Investment Management | 87k | $4.1M | 100% | Mar 2024 |
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Moneywise | 87k | $4.1M | -23% | Mar 2024 |
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Johnson Financial | 87k | $4.1M | -14% | Mar 2024 |
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Jane Street | 87k | $4.1M | -97% | Mar 2024 |
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HighTower Advisors | 85k | $4.0M | -19% | Mar 2024 |
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Wealthsource Partners | 85k | $4.1M | -50% | Dec 2023 |
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Paulson Wealth Management | 85k | $4.0M | -10% | Mar 2024 |
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Colony | 84k | $4.0M | -25% | Mar 2024 |
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Apollon Wealth Management | 84k | $4.0M | -26% | Mar 2024 |
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KWMG | 82k | $3.9M | 3% | Mar 2024 |
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Detalus Advisors | 82k | $3.9M | 2% | Mar 2024 |
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Chesley, Taft & Associates | 79k | $3.7M | -9% | Mar 2024 |
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Benjamin F. Edwards & Company | 77k | $3.6M | 205% | Mar 2024 |
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James Investment Research | 74k | $3.5M | -9% | Mar 2024 |
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Eqis Capital Management | 72k | $3.4M | 0% | Mar 2024 |
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McAdam | 69k | $3.3M | 19% | Mar 2024 |
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Steel Peak Wealth Management | 68k | $3.2M | 100% | Mar 2024 |
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Kestra Advisory Services | 68k | $3.2M | 110% | Dec 2023 |
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Kades & Cheifetz | 67k | $3.2M | -37% | Mar 2024 |
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D. J. St. Germain | 67k | $3.2M | -10% | Dec 2023 |
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Raymond James & Associates | 66k | $3.1M | -46% | Mar 2024 |
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Ameraudi Asset Management | 66k | $3.1M | 0% | Mar 2024 |
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Rockefeller Capital Management | 64k | $3.1M | 51% | Dec 2023 |
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M^T Bank Corporation | 64k | $3.0M | -34% | Mar 2024 |
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LWS Wealth Advisors | 63k | $3.0M | 96% | Dec 2023 |
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Janney Capital Management | 63k | $3.0M | 0% | Mar 2024 |
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Crestwood Advisors | 62k | $2.9M | -31% | Mar 2024 |
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One Capital Management | 61k | $2.9M | -10% | Mar 2024 |
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MBM Wealth Consultants | 61k | $2.9M | 10% | Mar 2024 |
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Kestra Private Wealth Services | 58k | $2.7M | 23% | Mar 2024 |
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First International Bank & Trust | 57k | $2.7M | 0% | Mar 2024 |
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Tilson Financial Group | 57k | $2.7M | -20% | Mar 2024 |
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Captrust Financial Advisors | 55k | $2.6M | -7% | Mar 2024 |
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McNaughton Wealth Management | 55k | $2.6M | 21% | Mar 2024 |
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Private Advisor | 54k | $2.6M | -12% | Mar 2024 |
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Buckingham Asset Management | 54k | $2.6M | 1% | Mar 2024 |
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Eagle Global Advisors | 54k | $2.5M | 0% | Mar 2024 |
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CI Private Wealth | 52k | $2.4M | -1% | Mar 2024 |
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Telemus Capital | 51k | $2.4M | 115% | Dec 2023 |
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Bank Of Montreal | 50k | $2.4M | -3% | Mar 2024 |
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Clifford Group | 50k | $2.4M | 2% | Mar 2024 |
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JFG Wealth Management | 49k | $2.3M | -12% | Mar 2024 |
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RiverGlades Family Offices | 48k | $2.3M | -3% | Mar 2024 |
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Us Bancorp | 48k | $2.3M | -7% | Mar 2024 |
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Traveka Wealth | 47k | $2.2M | 3% | Mar 2024 |
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Sykon Capital | 45k | $2.1M | -11% | Mar 2024 |
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PrairieView Partners | 44k | $2.1M | 34% | Mar 2024 |
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Parkside Financial Bank & Trust | 42k | $2.0M | 7% | Mar 2024 |
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Premier Path Wealth Partners | 42k | $2.0M | 21% | Mar 2024 |
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Meritage Portfolio Management | 42k | $2.0M | -13% | Mar 2024 |
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Baird Financial | 41k | $2.0M | -26% | Dec 2023 |
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Dynamic Advisors Solutions | 41k | $1.9M | 14% | Mar 2024 |
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Global Wealth Strategies & Associates | 40k | $1.9M | -6% | Dec 2023 |
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Sebold Capital Management | 39k | $1.9M | -1% | Mar 2024 |
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Oakmont Partners | 39k | $1.9M | 99% | Mar 2024 |
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Bragg Financial Advisors | 39k | $1.8M | -33% | Mar 2024 |
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Alaska Permanent Capital Management | 39k | $1.8M | 8% | Mar 2024 |
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Warren Averett Asset Management | 39k | $1.8M | 100% | Mar 2024 |
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Taylor, Cottrill, Erickson & Associates | 39k | $1.8M | -2% | Mar 2024 |
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Boston Standard Wealth Management | 38k | $1.8M | 16% | Mar 2024 |
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Regal Investment Advisors | 38k | $1.8M | 3% | Mar 2024 |
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Strategic Financial | 37k | $1.8M | -9% | Dec 2023 |
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Parkside Investments | 34k | $1.6M | -2% | Mar 2024 |
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Thrivent Financial for Lutherans | 34k | $1.6M | -65% | Mar 2024 |
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Integrated Wealth Concepts | 34k | $1.6M | -37% | Mar 2024 |
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CNB Bank | 34k | $1.6M | 0% | Mar 2024 |
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Tritonpoint Wealth | 34k | $2.0M | -21% | Mar 2024 |
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Hurlow Wealth Management Group | 33k | $1.6M | -46% | Mar 2024 |
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FC Advisory | 33k | $1.6M | -2% | Mar 2024 |
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Grey Fox Wealth Advisors | 33k | $1.6M | 0% | Mar 2024 |
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Kovitz Investment Group Partners | 33k | $1.6M | 100% | Mar 2024 |
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Financeware | 32k | $1.5M | -8% | Mar 2024 |
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Rockwood Wealth Management | 32k | $1.5M | -1% | Mar 2024 |
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Massmutual Trust | 32k | $1.5M | -8% | Mar 2024 |
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Opal Wealth Advisors | 31k | $1.5M | -3% | Mar 2024 |
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Creative Planning | 31k | $1.5M | -6% | Mar 2024 |
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Brandywine Oak Private Wealth | 31k | $1.5M | 5% | Mar 2024 |
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Rsm Us Wealth Management | 31k | $1.4M | -2% | Mar 2024 |
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Westside Investment Management | 30k | $1.4M | -1% | Mar 2024 |
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Transcendent Capital Group | 30k | $1.4M | 0% | Mar 2024 |
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AE Wealth Management | 30k | $1.4M | -52% | Mar 2024 |
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Northern Oak Capital Management | 29k | $1.4M | -1% | Mar 2024 |
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Summit Financial | 28k | $1.3M | -43% | Mar 2024 |
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Nicolet Advisory Services | 22k | $1.0M | -57% | Mar 2024 |
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Sunflower Bank | 18k | $871k | -64% | Dec 2023 |
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One Wealth Advisors | 18k | $855k | -64% | Mar 2024 |
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SageView Advisory Group | 14k | $1.4M | -69% | Mar 2024 |
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Eagle Strategies | 8.6k | $406k | -93% | Mar 2024 |
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Transamerica Financial Advisors | 632.00 | $30k | -99% | Mar 2024 |
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Who sold out of Nuveen Barclays Shrt Term Muni bdfund?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
LJI Wealth Management | Sep 2023 | 70k | $3.2M |
Flow Traders US | Dec 2023 | 68k | $3.2M |
Buckingham Strategic Partners | Dec 2023 | 45k | $2.2M |
Legacy Financial Advisors | Dec 2023 | 30k | $1.4M |