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Nuveen All Cap ENE MLP Oppo

Q4 2019 vs Q1 2020

Comparing institutional holders between quarters

Quarters

Q1 2020Q4 2019Q3 2019Q2 2019Q1 2019
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Commonwealth Equity Services, LLC
INCREASED
Shares277,833 from 119,128
Change+158,705 (+133%)
Value$308 (-$318)
Filed 2020-05-11
Flagship Harbor Advisors, LLC
DECREASED
Shares257,894 from 260,227
Change-2,333 (-1%)
Value$286 (-$1.1K)
Filed 2020-05-12
Gill Capital Partners, LLC
NEW
Shares181,738
Change+181,738
Value$202
Filed 2020-05-11
UBS Group AG
DECREASED
Shares120,725 from 140,224
Change-19,499 (-14%)
Value$134 (-$603)
Filed 2020-05-01
Private Advisor Group, LLC
INCREASED
Shares96,800 from 88,300
Change+8,500 (+10%)
Value$107 (-$357)
Filed 2020-05-12
Invesco Ltd.
DECREASED
Shares91,198 from 117,022
Change-25,824 (-22%)
Value$101 (-$515)
Filed 2020-05-15
Morgan Stanley
INCREASED
Shares79,652 from 76,628
Change+3,024 (+4%)
Value$88 (-$315)
Filed 2020-05-26
Osaic Holdings, Inc.
NEW
Shares46,043
Change+46,043
Value$52
Filed 2020-05-18
Curi Capital, LLC
DECREASED
Shares45,600 from 56,510
Change-10,910 (-19%)
Value$51 (-$246)
Filed 2020-05-11
Prospera Financial Services Inc
DECREASED
Shares31,336 from 33,158
Change-1,822 (-5%)
Value$35 (-$139)
Filed 2020-05-15
Cetera Investment Advisers
UNCHANGED
Shares28,119 from 28,119
Change0 (0%)
Value$31 (-$117)
Filed 2020-05-08
Citadel Advisors LLC
NEW
Shares23,276
Change+23,276
Value$26
Filed 2020-05-15
Strategic Financial Group, LLC
UNCHANGED
Shares23,000 from 23,000
Change0 (0%)
Value$26 (-$95)
Filed 2020-05-05
LPL Financial LLC
NEW
Shares17,754
Change+17,754
Value$20
Filed 2020-05-14
Bank of America Corp
INCREASED
Shares15,839 from 12,989
Change+2,850 (+22%)
Value$17 (-$51)
Filed 2020-05-15
Raymond James & Associates
DECREASED
Shares15,318 from 22,375
Change-7,057 (-32%)
Value$17 (-$101)
Filed 2020-04-21
Landscape Capital Management, L.L.C.
DECREASED
Shares14,231 from 48,530
Change-34,299 (-71%)
Value$16 (-$239)
Filed 2020-05-13
Wells Fargo & Company
DECREASED
Shares14,161 from 21,712
Change-7,551 (-35%)
Value$15 (-$99)
Filed 2020-05-14
Marks Group Wealth Management, Inc
UNCHANGED
Shares13,332 from 13,332
Change0 (0%)
Value$15 (-$55)
Filed 2020-04-23
Susquehanna International Group, LLP
NEW
Shares11,578
Change+11,578
Value$13
Filed 2020-05-15
Bell & Brown Wealth Advisors, LLC
UNCHANGED
Shares11,000 from 11,000
Change0 (0%)
Value$12 (-$47)
Filed 2020-05-11
Advisory Services Network, LLC
DECREASED
Shares6,876 from 9,571
Change-2,695 (-28%)
Value$8 (-$42)
Filed 2020-05-15
Royal Bank of Canada
UNCHANGED
Shares4,550 from 4,550
Change0 (0%)
Value$5 (-$19)
Filed 2020-06-16
Proequities, Inc.
INCREASED
Shares4,467 from 0
Change+4,467
Value$5 (+$5)
Filed 2020-05-13
Braun-Bostich & Associates Inc.
UNCHANGED
Shares760 from 760
Change0 (0%)
Value$1 (-$3)
Filed 2020-05-11
Vectors Research Management, LLC
DECREASED
Shares200 from 300
Change-100 (-33%)
Value$0 (-$2)
Filed 2020-05-14
Kayne Anderson Capital Advisors LP
CLOSED
Shares0 from 338,500
Change-338,500 (-100%)
Value$0 (-$1.8K)
Filed 2020-05-08
Cetera Advisor Networks LLC
CLOSED
Shares0 from 279,083
Change-279,083 (-100%)
Value$0 (-$1.5K)
Filed 2020-05-08
Anfield Capital Management, LLC
CLOSED
Shares0 from 178,966
Change-178,966 (-100%)
Value$0 (-$1.2K)
Filed 2020-05-07
SIT Investment Associates Inc
CLOSED
Shares0 from 88,485
Change-88,485 (-100%)
Value$0 (-$465)
Filed 2020-05-13
Doliver Advisors, LP
CLOSED
Shares0 from 13,797
Change-13,797 (-100%)
Value$0 (-$73)
Filed 2020-04-28
Independent Advisor Alliance
CLOSED
Shares0 from 13,342
Change-13,342 (-100%)
Value$0 (-$70)
Filed 2020-05-14
Ladenburg Thalmann Financial Services Inc
N/A
Shares— from 30,740
Change-30,740 (-100%)
Value—
Advisor Group, Inc.
N/A
Shares— from 14,558
Change-14,558 (-100%)
Value—
Status
Commonwealth Equity Services, LLC
INCREASED277,833119,128+158,705+133%$626$308-$3182020-05-11
Flagship Harbor Advisors, LLC
DECREASED257,894260,227-2,333-1%$1.4K$286-$1.1K2020-05-12
Gill Capital Partners, LLC
NEW181,738—+181,738——$202—2020-05-11
UBS Group AG
DECREASED120,725140,224-19,499-14%$737$134-$6032020-05-01
Private Advisor Group, LLC
INCREASED96,80088,300+8,500+10%$464$107-$3572020-05-12
Invesco Ltd.
DECREASED91,198117,022-25,824-22%$616$101-$5152020-05-15
Morgan Stanley
INCREASED79,65276,628+3,024+4%$403$88-$3152020-05-26
Osaic Holdings, Inc.
NEW46,043—+46,043——$52—2020-05-18
Curi Capital, LLC
DECREASED45,60056,510-10,910-19%$297$51-$2462020-05-11
Prospera Financial Services Inc
DECREASED31,33633,158-1,822-5%$174$35-$1392020-05-15
Cetera Investment Advisers
UNCHANGED28,11928,11900%$148$31-$1172020-05-08
Citadel Advisors LLC
NEW23,276—+23,276——$26—2020-05-15
Strategic Financial Group, LLC
UNCHANGED23,00023,00000%$121$26-$952020-05-05
LPL Financial LLC
NEW17,754—+17,754——$20—2020-05-14
Bank of America Corp
INCREASED15,83912,989+2,850+22%$68$17-$512020-05-15
Raymond James & Associates
DECREASED15,31822,375-7,057-32%$118$17-$1012020-04-21
Landscape Capital Management, L.L.C.
DECREASED14,23148,530-34,299-71%$255$16-$2392020-05-13
Wells Fargo & Company
DECREASED14,16121,712-7,551-35%$114$15-$992020-05-14
Marks Group Wealth Management, Inc
UNCHANGED13,33213,33200%$70$15-$552020-04-23
Susquehanna International Group, LLP
NEW11,578—+11,578——$13—2020-05-15
Bell & Brown Wealth Advisors, LLC
UNCHANGED11,00011,00000%$59$12-$472020-05-11
Advisory Services Network, LLC
DECREASED6,8769,571-2,695-28%$50$8-$422020-05-15
Royal Bank of Canada
UNCHANGED4,5504,55000%$24$5-$192020-06-16
Proequities, Inc.
INCREASED4,4670+4,467—$0$5+$52020-05-13
Braun-Bostich & Associates Inc.
UNCHANGED76076000%$4$1-$32020-05-11
Vectors Research Management, LLC
DECREASED200300-100-33%$2$0-$22020-05-14
Kayne Anderson Capital Advisors LP
CLOSED0338,500-338,500-100%$1.8K$0-$1.8K2020-05-08
Cetera Advisor Networks LLC
CLOSED0279,083-279,083-100%$1.5K$0-$1.5K2020-05-08
Anfield Capital Management, LLC
CLOSED0178,966-178,966-100%$1.2K$0-$1.2K2020-05-07
SIT Investment Associates Inc
CLOSED088,485-88,485-100%$465$0-$4652020-05-13
Doliver Advisors, LP
CLOSED013,797-13,797-100%$73$0-$732020-04-28
Independent Advisor Alliance
CLOSED013,342-13,342-100%$70$0-$702020-05-14
Ladenburg Thalmann Financial Services Inc
N/A—30,740-30,740-100%$162———
Advisor Group, Inc.
N/A—14,558-14,558-100%$77———
Showing 34 of 34 institutions