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Nuveen PA MUN Value FD

Q3 2020 vs Q4 2020

Comparing institutional holders between quarters

Quarters

Q4 2020Q3 2020Q2 2020Q1 2020Q4 2019
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Morgan Stanley
INCREASED
Shares26,768 from 26,583
Change+185 (+1%)
Value$382 (-$1)
Filed 2021-02-16
Realta Investment Advisors
UNCHANGED
Shares11,903 from 11,903
Change0 (0%)
Value$170 (-$2)
Filed 2021-01-13
BlackRock Inc.
NEW
Shares11,651
Change+11,651
Value$166
Filed 2021-02-05
Brandywine OAK Private Wealth LLC
UNCHANGED
Shares11,651 from 11,651
Change0 (0%)
Value$166 (-$2)
Filed 2021-02-08
Bank of America Corp
INCREASED
Shares5,766 from 5,719
Change+47 (+1%)
Value$82 (-$1)
Filed 2021-02-10
Osaic Holdings, Inc.
INCREASED
Shares4,776 from 4,738
Change+38 (+1%)
Value$68 ($0)
Filed 2021-02-10
Sterling Investment Advisors, Ltd.
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$46 ($0)
Filed 2021-01-21
Valley Brook Capital Group, Inc.
NEW
Shares2,000
Change+2,000
Value$28
Filed 2021-03-19
UBS Group AG
NEW
Shares1,537
Change+1,537
Value$22
Filed 2021-02-11
Jacobi Capital Management LLC
INCREASED
Shares626 from 617
Change+9 (+1%)
Value$9 ($0)
Filed 2021-02-08
Wolverine Asset Management LLC
NEW
Shares606
Change+606
Value$8
Filed 2021-02-12
Royal Bank of Canada
DECREASED
Shares429 from 500
Change-71 (-14%)
Value$6 (-$1)
Filed 2021-02-16
Manchester Financial Inc
UNCHANGED
Shares122 from 122
Change0 (0%)
Value$2 ($0)
Filed 2021-01-26
Tower Research Capital LLC (TRC)
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$1 ($0)
Filed 2021-02-16
Wells Fargo & Company
DECREASED
Shares1 from 7,680
Change-7,679 (-100%)
Value$0 (-$110)
Filed 2021-02-09
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2021-02-02
Status
Morgan Stanley
INCREASED26,76826,583+185+1%$383$382-$12021-02-16
Realta Investment Advisors
UNCHANGED11,90311,90300%$172$170-$22021-01-13
BlackRock Inc.
NEW11,651—+11,651——$166—2021-02-05
Brandywine OAK Private Wealth LLC
UNCHANGED11,65111,65100%$168$166-$22021-02-08
Bank of America Corp
INCREASED5,7665,719+47+1%$83$82-$12021-02-10
Osaic Holdings, Inc.
INCREASED4,7764,738+38+1%$68$68$02021-02-10
Sterling Investment Advisors, Ltd.
UNCHANGED3,2003,20000%$46$46$02021-01-21
Valley Brook Capital Group, Inc.
NEW2,000—+2,000——$28—2021-03-19
UBS Group AG
NEW1,537—+1,537——$22—2021-02-11
Jacobi Capital Management LLC
INCREASED626617+9+1%$9$9$02021-02-08
Wolverine Asset Management LLC
NEW606—+606——$8—2021-02-12
Royal Bank of Canada
DECREASED429500-71-14%$7$6-$12021-02-16
Manchester Financial Inc
UNCHANGED12212200%$2$2$02021-01-26
Tower Research Capital LLC (TRC)
UNCHANGED10010000%$1$1$02021-02-16
Wells Fargo & Company
DECREASED17,680-7,679-100%$110$0-$1102021-02-09
Proequities, Inc.
UNCHANGED000—$0$0$02021-02-02
Showing 16 of 16 institutions