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Nuveen Energy MLP Totl Rtrnf

Q1 2020 vs Q1 2021

Comparing institutional holders between quarters

Quarters

Q1 2021Q1 2020Q4 2019Q3 2019Q2 2019
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Thomasville National Bank
UNCHANGED
Shares16,617 from 16,617
Change0 (0%)
Value$24 (-$120)
Filed 2021-04-01
Advisors Asset Management, Inc.
CLOSED
Shares0 from 1,268,290
Change-1,268,290 (-100%)
Value$0 (-$1.8M)
Filed 2026-08-26
Ameriprise Financial Inc
CLOSED
Shares0 from 417,838
Change-417,838 (-100%)
Value$0 (-$602)
Filed 2021-05-17
Morgan Stanley
CLOSED
Shares0 from 349,256
Change-349,256 (-100%)
Value$0 (-$503)
Filed 2021-05-17
Guggenheim Capital LLC
CLOSED
Shares0 from 338,052
Change-338,052 (-100%)
Value$0 (-$486)
Filed 2021-05-13
Bank of America Corp
CLOSED
Shares0 from 331,259
Change-331,259 (-100%)
Value$0 (-$477)
Filed 2021-05-14
Wells Fargo & Company
CLOSED
Shares0 from 201,310
Change-201,310 (-100%)
Value$0 (-$290)
Filed 2021-05-13
Horizon Kinetics Asset Management LLC
CLOSED
Shares0 from 164,067
Change-164,067 (-100%)
Value$0 (-$236)
Filed 2021-05-11
Steward Partners Investment Advisory, LLC
CLOSED
Shares0 from 160,583
Change-160,583 (-100%)
Value$0 (-$231)
Filed 2021-05-17
UBS Group AG
CLOSED
Shares0 from 139,908
Change-139,908 (-100%)
Value$0 (-$202)
Filed 2021-05-12
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 133,678
Change-133,678 (-100%)
Value$0 (-$192)
Filed 2021-05-04
Truist Financial Corp
CLOSED
Shares0 from 85,231
Change-85,231 (-100%)
Value$0 (-$123)
Filed 2021-05-17
LPL Financial LLC
CLOSED
Shares0 from 74,848
Change-74,848 (-100%)
Value$0 (-$108)
Filed 2021-05-14
Samalin Investment Counsel, LLC
CLOSED
Shares0 from 57,500
Change-57,500 (-100%)
Value$0 (-$82)
Filed 2021-05-11
Raymond James & Associates
CLOSED
Shares0 from 49,808
Change-49,808 (-100%)
Value$0 (-$72)
Filed 2021-05-14
Royal Bank of Canada
CLOSED
Shares0 from 49,206
Change-49,206 (-100%)
Value$0 (-$71)
Filed 2021-07-20
Osaic Holdings, Inc.
CLOSED
Shares0 from 44,760
Change-44,760 (-100%)
Value$0 (-$64)
Filed 2021-05-13
Invesco Ltd.
CLOSED
Shares0 from 41,322
Change-41,322 (-100%)
Value$0 (-$60)
Filed 2021-05-17
Curi Capital, LLC
CLOSED
Shares0 from 39,594
Change-39,594 (-100%)
Value$0 (-$57)
Filed 2021-05-12
Alpine Global Management, LLC
CLOSED
Shares0 from 37,789
Change-37,789 (-100%)
Value$0 (-$54)
Filed 2021-05-13
HighTower Advisors, LLC
CLOSED
Shares0 from 36,413
Change-36,413 (-100%)
Value$0 (-$51)
Filed 2021-05-10
Sigma Planning Corp
CLOSED
Shares0 from 31,871
Change-31,871 (-100%)
Value$0 (-$46)
Filed 2021-05-06
Cetera Investment Advisers
CLOSED
Shares0 from 26,979
Change-26,979 (-100%)
Value$0 (-$39)
Filed 2021-05-17
Private Advisor Group, LLC
CLOSED
Shares0 from 24,629
Change-24,629 (-100%)
Value$0 (-$35)
Filed 2021-04-22
Landscape Capital Management, L.L.C.
CLOSED
Shares0 from 23,328
Change-23,328 (-100%)
Value$0 (-$34)
Filed 2021-05-11
Doliver Advisors, LP
CLOSED
Shares0 from 22,605
Change-22,605 (-100%)
Value$0 (-$32)
Filed 2021-05-07
Quad-Cities Investment Group, LLC
CLOSED
Shares0 from 21,723
Change-21,723 (-100%)
Value$0 (-$31)
Filed 2021-04-29
Raymond James Financial Services Advisors, Inc.
CLOSED
Shares0 from 21,141
Change-21,141 (-100%)
Value$0 (-$30)
Filed 2021-05-14
Janney Montgomery Scott LLC
CLOSED
Shares0 from 20,639
Change-20,639 (-100%)
Value$0 (-$30)
Filed 2021-04-27
First Republic Investment Management, Inc.
CLOSED
Shares0 from 20,106
Change-20,106 (-100%)
Value$0 (-$29)
Filed 2021-05-14
Buckingham Asset Management, LLC
CLOSED
Shares0 from 20,086
Change-20,086 (-100%)
Value$0 (-$29)
Filed 2021-04-30
Pointe Capital Management LLC
CLOSED
Shares0 from 19,468
Change-19,468 (-100%)
Value$0 (-$28)
Filed 2021-05-11
Stifel Financial Corp
CLOSED
Shares0 from 19,350
Change-19,350 (-100%)
Value$0 (-$28)
Filed 2021-05-14
Cambridge Investment Research Advisors, Inc.
CLOSED
Shares0 from 17,789
Change-17,789 (-100%)
Value$0 (-$26)
Filed 2021-05-07
Aviance Capital Partners, LLC
CLOSED
Shares0 from 14,180
Change-14,180 (-100%)
Value$0 (-$20)
Filed 2021-04-29
NewEdge Advisors, LLC
CLOSED
Shares0 from 13,956
Change-13,956 (-100%)
Value$0 (-$20)
Filed 2021-04-26
RFG Advisory, LLC
CLOSED
Shares0 from 13,878
Change-13,878 (-100%)
Value$0 (-$20)
Filed 2021-04-19
M&T Bank Corp
CLOSED
Shares0 from 13,251
Change-13,251 (-100%)
Value$0 (-$19)
Filed 2021-05-06
Raymond James Trust N.A.
CLOSED
Shares0 from 12,160
Change-12,160 (-100%)
Value$0 (-$18)
Filed 2021-05-03
Tortoise Investment Management, LLC
CLOSED
Shares0 from 10,383
Change-10,383 (-100%)
Value$0 (-$15)
Filed 2021-05-05
B. Riley Wealth Advisors, Inc.
CLOSED
Shares0 from 10,130
Change-10,130 (-100%)
Value$0 (-$15)
Filed 2021-05-13
Central Trust Co
CLOSED
Shares0 from 6,000
Change-6,000 (-100%)
Value$0 (-$9)
Filed 2021-04-23
Sound Income Strategies, LLC
CLOSED
Shares0 from 3,400
Change-3,400 (-100%)
Value$0 (-$5)
Filed 2021-04-14
PNC Financial Services Group, Inc.
CLOSED
Shares0 from 1,988
Change-1,988 (-100%)
Value$0 (-$2)
Filed 2021-05-07
Jnba Financial Advisors
CLOSED
Shares0 from 1,235
Change-1,235 (-100%)
Value$0 (-$2)
Filed 2021-05-03
McIlrath & Eck, LLC
CLOSED
Shares0 from 974
Change-974 (-100%)
Value$0 (-$1)
Filed 2021-05-12
American Portfolios Advisors
CLOSED
Shares0 from 900
Change-900 (-100%)
Value$0 (-$1.3K)
Filed 2023-03-22
Hudock, Inc.
CLOSED
Shares0 from 750
Change-750 (-100%)
Value$0 (-$1)
Filed 2021-04-26
Pinnacle Bancorp, Inc.
CLOSED
Shares0 from 700
Change-700 (-100%)
Value$0 (-$1)
Filed 2021-04-26
Citigroup Inc
CLOSED
Shares0 from 689
Change-689 (-100%)
Value$0 (-$1)
Filed 2021-05-13
Tower Research Capital LLC (TRC)
CLOSED
Shares0 from 551
Change-551 (-100%)
Value$0 (-$1)
Filed 2021-05-17
Next Financial Group, Inc
CLOSED
Shares0 from 500
Change-500 (-100%)
Value$0 (-$1)
Filed 2021-04-16
AlphaMark Advisors, LLC
CLOSED
Shares0 from 450
Change-450 (-100%)
Value$0 (-$1)
Filed 2021-04-29
Gradient Investments LLC
CLOSED
Shares0 from 400
Change-400 (-100%)
Value$0 (-$1)
Filed 2021-04-21
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2021-05-13
First Allied Advisory Services, Inc.
N/A
Shares— from 36,398
Change-36,398 (-100%)
Value—
Rowland Carmichael Advisors Inc
N/A
Shares— from 24,100
Change-24,100 (-100%)
Value—
Status
Thomasville National Bank
UNCHANGED16,61716,61700%$144$24-$1202021-04-01
Advisors Asset Management, Inc.
CLOSED01,268,290-1,268,290-100%$1.8M$0-$1.8M2026-08-26
Ameriprise Financial Inc
CLOSED0417,838-417,838-100%$602$0-$6022021-05-17
Morgan Stanley
CLOSED0349,256-349,256-100%$503$0-$5032021-05-17
Guggenheim Capital LLC
CLOSED0338,052-338,052-100%$486$0-$4862021-05-13
Bank of America Corp
CLOSED0331,259-331,259-100%$477$0-$4772021-05-14
Wells Fargo & Company
CLOSED0201,310-201,310-100%$290$0-$2902021-05-13
Horizon Kinetics Asset Management LLC
CLOSED0164,067-164,067-100%$236$0-$2362021-05-11
Steward Partners Investment Advisory, LLC
CLOSED0160,583-160,583-100%$231$0-$2312021-05-17
UBS Group AG
CLOSED0139,908-139,908-100%$202$0-$2022021-05-12
Commonwealth Equity Services, LLC
CLOSED0133,678-133,678-100%$192$0-$1922021-05-04
Truist Financial Corp
CLOSED085,231-85,231-100%$123$0-$1232021-05-17
LPL Financial LLC
CLOSED074,848-74,848-100%$108$0-$1082021-05-14
Samalin Investment Counsel, LLC
CLOSED057,500-57,500-100%$82$0-$822021-05-11
Raymond James & Associates
CLOSED049,808-49,808-100%$72$0-$722021-05-14
Royal Bank of Canada
CLOSED049,206-49,206-100%$71$0-$712021-07-20
Osaic Holdings, Inc.
CLOSED044,760-44,760-100%$64$0-$642021-05-13
Invesco Ltd.
CLOSED041,322-41,322-100%$60$0-$602021-05-17
Curi Capital, LLC
CLOSED039,594-39,594-100%$57$0-$572021-05-12
Alpine Global Management, LLC
CLOSED037,789-37,789-100%$54$0-$542021-05-13
HighTower Advisors, LLC
CLOSED036,413-36,413-100%$51$0-$512021-05-10
Sigma Planning Corp
CLOSED031,871-31,871-100%$46$0-$462021-05-06
Cetera Investment Advisers
CLOSED026,979-26,979-100%$39$0-$392021-05-17
Private Advisor Group, LLC
CLOSED024,629-24,629-100%$35$0-$352021-04-22
Landscape Capital Management, L.L.C.
CLOSED023,328-23,328-100%$34$0-$342021-05-11
Doliver Advisors, LP
CLOSED022,605-22,605-100%$32$0-$322021-05-07
Quad-Cities Investment Group, LLC
CLOSED021,723-21,723-100%$31$0-$312021-04-29
Raymond James Financial Services Advisors, Inc.
CLOSED021,141-21,141-100%$30$0-$302021-05-14
Janney Montgomery Scott LLC
CLOSED020,639-20,639-100%$30$0-$302021-04-27
First Republic Investment Management, Inc.
CLOSED020,106-20,106-100%$29$0-$292021-05-14
Buckingham Asset Management, LLC
CLOSED020,086-20,086-100%$29$0-$292021-04-30
Pointe Capital Management LLC
CLOSED019,468-19,468-100%$28$0-$282021-05-11
Stifel Financial Corp
CLOSED019,350-19,350-100%$28$0-$282021-05-14
Cambridge Investment Research Advisors, Inc.
CLOSED017,789-17,789-100%$26$0-$262021-05-07
Aviance Capital Partners, LLC
CLOSED014,180-14,180-100%$20$0-$202021-04-29
NewEdge Advisors, LLC
CLOSED013,956-13,956-100%$20$0-$202021-04-26
RFG Advisory, LLC
CLOSED013,878-13,878-100%$20$0-$202021-04-19
M&T Bank Corp
CLOSED013,251-13,251-100%$19$0-$192021-05-06
Raymond James Trust N.A.
CLOSED012,160-12,160-100%$18$0-$182021-05-03
Tortoise Investment Management, LLC
CLOSED010,383-10,383-100%$15$0-$152021-05-05
B. Riley Wealth Advisors, Inc.
CLOSED010,130-10,130-100%$15$0-$152021-05-13
Central Trust Co
CLOSED06,000-6,000-100%$9$0-$92021-04-23
Sound Income Strategies, LLC
CLOSED03,400-3,400-100%$5$0-$52021-04-14
PNC Financial Services Group, Inc.
CLOSED01,988-1,988-100%$2$0-$22021-05-07
Jnba Financial Advisors
CLOSED01,235-1,235-100%$2$0-$22021-05-03
McIlrath & Eck, LLC
CLOSED0974-974-100%$1$0-$12021-05-12
American Portfolios Advisors
CLOSED0900-900-100%$1.3K$0-$1.3K2023-03-22
Hudock, Inc.
CLOSED0750-750-100%$1$0-$12021-04-26
Pinnacle Bancorp, Inc.
CLOSED0700-700-100%$1$0-$12021-04-26
Citigroup Inc
CLOSED0689-689-100%$1$0-$12021-05-13
Tower Research Capital LLC (TRC)
CLOSED0551-551-100%$1$0-$12021-05-17
Next Financial Group, Inc
CLOSED0500-500-100%$1$0-$12021-04-16
AlphaMark Advisors, LLC
CLOSED0450-450-100%$1$0-$12021-04-29
Gradient Investments LLC
CLOSED0400-400-100%$1$0-$12021-04-21
Proequities, Inc.
CLOSED000—$0$0$02021-05-13
First Allied Advisory Services, Inc.
N/A—36,398-36,398-100%$52———
Rowland Carmichael Advisors Inc
N/A—24,100-24,100-100%$35———
Showing 57 of 57 institutions