NUVEEN CR STRATEGIES INCM FD shareholder history

Current and past NUVEEN CR STRATEGIES INCM FD shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GUGGENHEIM CAPITAL LLC 42420.00%0.04%0.13%Q2 2013Q3 202342
FIRST FOUNDATION ADVISORS 42420.00%0.29%0.75%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.00%Q2 2013Q3 202342
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 42420.14%0.34%0.69%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.01%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.00%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.00%0.01%0.02%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.00%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.00%0.00%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.00%0.00%0.01%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.00%0.01%Q2 2013Q3 202342
MORGAN STANLEY 42420.00%0.01%0.01%Q2 2013Q3 202342
Raymond James Financial Services Advisors, Inc. 3380.01%0.02%0.06%Q2 2013Q3 202341
Advisors Asset Management, Inc. 3280.01%0.12%0.48%Q2 2013Q3 202340
STIFEL FINANCIAL CORP 39390.00%0.01%0.03%Q1 2014Q3 202339
RIVERNORTH CAPITAL MANAGEMENT, LLC 3090.02%1.83%2.82%Q4 2013Q3 202339
Cambridge Investment Research Advisors, Inc. 3810.00%0.01%0.02%Q4 2013Q3 202339
ZAZOVE ASSOCIATES LLC 3270.05%0.15%0.28%Q4 2013Q3 202339
FIRST TRUST ADVISORS LP 3540.00%0.00%0.01%Q2 2013Q3 202339
COHEN & STEERS, INC. 3540.01%0.02%0.05%Q2 2013Q3 202339
SMITH, MOORE & CO. 23130.01%0.06%0.33%Q4 2013Q3 202336
UBS Group AG 36360.00%0.00%0.01%Q4 2014Q3 202336
PRIVATE MANAGEMENT GROUP INC 3060.02%0.67%1.22%Q4 2013Q3 202336
US BANCORP \DE\ 2130.00%0.00%0.00%Q2 2013Q3 202335
Thomas J. Herzfeld Advisors, Inc. 3320.00%1.89%5.17%Q2 2014Q3 202335
UNITED CAPITAL FINANCIAL ADVISORS, LLC 34340.00%0.04%0.10%Q1 2014Q2 202234
CITIGROUP INC 34340.00%0.00%0.01%Q2 2013Q3 202134
Cetera Advisor Networks LLC 1420.00%0.03%0.09%Q3 2013Q3 202334
ENVESTNET ASSET MANAGEMENT INC 1490.00%0.01%0.03%Q2 2013Q3 202334
Capital Investment Advisors, LLC 21130.00%0.01%0.02%Q4 2013Q4 202234
Relative Value Partners Group, LLC 34340.01%0.31%1.16%Q2 2015Q3 202334
Bank of New York Mellon Corp 1310.00%0.00%0.00%Q2 2013Q3 202331
NWAM LLC 2330.01%0.20%0.42%Q2 2012Q3 202131
JPMORGAN CHASE & CO 3010.00%0.01%0.01%Q2 2013Q1 202331
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 2650.08%0.26%0.66%Q1 2014Q3 202331
Oxbow Advisors, LLC 17140.09%0.29%0.58%Q2 2013Q3 202131
Tortoise Investment Management, LLC 21100.00%1.08%5.03%Q1 2015Q4 202231
Fiduciary Group LLC 30300.01%0.03%0.06%Q2 2016Q3 202330
First Allied Advisory Services, Inc. 30300.00%0.01%0.06%Q2 2013Q3 202030
Rehmann Capital Advisory Group 20100.01%0.25%1.48%Q2 2011Q3 201930
HighTower Advisors, LLC 1210.00%0.00%0.01%Q4 2014Q3 202329
EATON VANCE MANAGEMENT 2270.01%0.02%0.03%Q2 2015Q3 202229
Penserra Capital Management LLC 16120.00%0.17%0.68%Q4 2015Q3 202328
Ancora Advisors LLC 28280.00%0.01%0.02%Q4 2016Q3 202328
PARAMETRIC PORTFOLIO ASSOCIATES LLC 2080.00%0.01%0.03%Q2 2014Q1 202228
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.00%0.02%0.03%Q2 2013Q4 201927
Saba Capital Management, L.P. 1320.01%1.13%4.81%Q3 2013Q3 202327
FIRST MANHATTAN CO. LLC. 27270.00%0.00%0.00%Q1 2017Q3 202327
CREDIT SUISSE AG/ 1610.00%0.00%0.01%Q1 2013Q3 202327
1832 Asset Management L.P. 27270.01%0.02%0.05%Q3 2013Q1 202027
Geneos Wealth Management Inc. 27270.00%0.02%0.05%Q1 2016Q3 202227
Mariner, LLC 2150.00%0.07%0.32%Q2 2013Q3 202326
BB&T SECURITIES, LLC 26260.00%0.00%0.02%Q2 2013Q3 201926
Janney Montgomery Scott LLC 820.00%0.00%0.00%Q3 2013Q2 202326
Coe Capital Management, LLC 26260.09%0.22%0.41%Q2 2013Q3 201926
Bramshill Investments, LLC 26260.21%7.65%17.49%Q2 2017Q3 202326
SIT INVESTMENT ASSOCIATES INC 1620.00%0.30%0.61%Q4 2014Q3 202326
Cottage Street Advisors LLC 2320.08%0.20%0.47%Q4 2015Q1 202225
Edge Wealth Management LLC 25250.01%0.13%0.43%Q2 2014Q2 202025
THRIVENT FINANCIAL FOR LUTHERANS 25250.00%0.00%0.01%Q3 2017Q3 202325
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 830.01%0.10%0.41%Q2 2014Q3 202325
WESCAP Management Group, Inc. 2220.02%0.68%2.91%Q1 2016Q1 202224
COMMONWEALTH EQUITY SERVICES, LLC 24240.00%0.00%0.00%Q4 2017Q3 202324
Quad-Cities Investment Group, LLC 23230.10%0.19%0.34%Q1 2018Q3 202323
Shaker Financial Services, LLC 1110.05%0.48%1.25%Q1 2016Q3 202323
RAYMOND JAMES TRUST N.A. 1210.00%0.01%0.01%Q1 2016Q3 202323
SHUFRO ROSE & CO LLC 2210.01%0.01%0.02%Q3 2012Q3 201823
MARINER INVESTMENT GROUP LLC 1480.24%3.23%8.32%Q1 2014Q4 201922
Advisory Services Network, LLC 710.00%0.01%0.04%Q4 2013Q3 202322
TELEMUS CAPITAL, LLC 22220.01%0.03%0.06%Q1 2016Q2 202122
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.00%0.00%Q3 2018Q3 202321
DUBUQUE BANK & TRUST CO 21210.05%0.26%0.56%Q2 2013Q2 201821
Creative Planning 820.00%0.00%0.00%Q2 2013Q2 202221
Global Endowment Management, LP 1290.01%0.03%0.09%Q3 2014Q3 202321
Patriot Financial Group Insurance Agency, LLC 21210.00%0.02%0.11%Q4 2016Q4 202121
Koshinski Asset Management, Inc. 1620.08%0.27%0.75%Q1 2018Q3 202320
Steward Partners Investment Advisory, LLC 1820.00%0.01%0.01%Q2 2018Q3 202320
NEXT Financial Group, Inc 610.00%0.01%0.08%Q3 2014Q4 202120
DOLIVER ADVISORS, LP 610.03%0.39%1.09%Q2 2013Q2 202020
Moloney Securities Asset Management, LLC 20200.01%0.03%0.08%Q4 2016Q3 202120
American Portfolios Advisors 20200.00%0.00%0.01%Q4 2017Q3 202220
Hilton Capital Management, LLC 20200.16%1.74%3.12%Q1 2016Q4 202020
DEUTSCHE BANK AG\ 1110.00%0.00%0.00%Q3 2013Q3 202320
ROBINSON CAPITAL MANAGEMENT, LLC 620.00%1.76%9.00%Q4 2013Q4 202220
Private Advisor Group, LLC 710.00%0.00%0.02%Q1 2017Q3 202319
TSFG, LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
HUNTINGTON NATIONAL BANK 1810.00%0.00%0.00%Q1 2009Q3 202019
Gradient Investments LLC 19190.00%0.00%0.00%Q4 2017Q2 202219
WOLVERINE ASSET MANAGEMENT LLC 610.00%0.01%0.02%Q3 2013Q2 202319
SeaCrest Wealth Management, LLC 18180.01%0.04%0.06%Q2 2019Q3 202318
Virtus ETF Advisers LLC 18180.23%0.46%1.16%Q2 2019Q3 202318
IFP Advisors, Inc 1440.00%0.01%0.02%Q4 2015Q4 202218
FNY Investment Advisers, LLC 830.00%0.06%0.16%Q2 2018Q3 202318
Commonwealth Equity Services, Inc 18180.00%0.01%0.01%Q2 2013Q3 201718
RESTRUCTURING CAPITAL ASSOCIATES LP 18185.94%16.15%21.62%Q4 2014Q1 201918
AQR Arbitrage LLC 710.00%0.03%0.09%Q1 2015Q3 202318
CWM, LLC 1110.00%0.00%0.05%Q4 2018Q3 202318
GOLDMAN SACHS GROUP INC 710.00%0.00%0.00%Q2 2012Q3 202318
Rockefeller Capital Management L.P. 1520.00%0.01%0.02%Q1 2019Q3 202317
MILLENNIUM MANAGEMENT LLC 810.00%0.00%0.01%Q3 2016Q1 202317
OAK HILL ADVISORS LP 1521.07%2.86%6.57%Q4 2018Q3 202317
WFG Advisors, LP 17170.02%0.03%0.04%Q2 2013Q2 201717
Van Hulzen Asset Management, LLC 17170.01%0.04%0.07%Q3 2017Q3 202117
Family Firm, Inc. 16160.07%0.09%0.14%Q4 2019Q3 202316
CAPTRUST FINANCIAL ADVISORS 710.00%0.01%0.02%Q2 2013Q3 202316
PARK AVENUE SECURITIES LLC 1210.00%0.01%0.02%Q3 2018Q3 202316
Sowell Financial Services LLC 1420.00%0.08%0.16%Q3 2019Q3 202316
Brick & Kyle, Associates 1510.18%0.23%0.29%Q4 2014Q4 201816
Concert Wealth Management Inc. 16160.03%0.04%0.07%Q2 2013Q1 201716
Westchester Capital Management, LLC 720.00%0.04%0.15%Q4 2016Q3 202316
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 710.00%0.00%0.00%Q2 2016Q3 202316
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.01%0.02%0.06%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.00%0.00%0.01%Q1 2020Q3 202315
MSI Financial Services Inc 15150.00%0.01%0.02%Q2 2013Q4 201615
Advisor Group, Inc. 15150.01%0.01%0.02%Q2 2016Q4 201915
MERIDIAN INVESTMENT COUNSEL INC. 15150.05%0.05%0.06%Q4 2015Q2 201915
Kovack Advisors, Inc. 15150.01%0.04%0.06%Q4 2019Q2 202315
CENTAURUS FINANCIAL, INC. 1230.05%0.24%0.41%Q4 2017Q3 202315
B. Riley Wealth Advisors, Inc. 1310.00%0.01%0.01%Q2 2014Q3 202315
ROOSEVELT INVESTMENT GROUP LLC 15150.00%0.01%0.01%Q4 2018Q2 202215
Stolper Co 15150.27%0.37%0.60%Q1 2020Q3 202315
HOLLENCREST CAPITAL MANAGEMENT 1140.01%0.02%0.04%Q4 2013Q3 202315
Lido Advisors, LLC 1210.00%0.02%0.05%Q2 2017Q1 202314
MGO ONE SEVEN LLC 1020.01%0.01%0.03%Q4 2017Q3 202314
McGowan Group Asset Management, Inc. 1310.04%0.04%0.05%Q2 2016Q4 202014
BESSEMER GROUP INC 610.00%0.00%0.01%Q3 2016Q3 202314
U S GLOBAL INVESTORS INC 1220.00%0.02%0.02%Q4 2013Q3 201714
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 1041.00%2.68%4.33%Q3 2014Q4 201814
Global Retirement Partners, LLC 770.00%0.00%0.00%Q1 2020Q3 202314
SHEPHERD KAPLAN KROCHUK, LLC 1130.08%0.16%0.32%Q2 2013Q3 201814
Horizon Kinetics 14140.00%0.01%0.03%Q2 2013Q3 201614
Meridian Wealth Management, LLC 14140.01%0.02%0.03%Q2 2020Q3 202314
WEDBUSH SECURITIES INC 1120.01%0.01%0.03%Q1 2020Q3 202313
NEWGATE CAPITAL MANAGEMENT LLC 13130.25%6.53%9.98%Q2 2013Q2 201613
Cetera Investment Advisers 1210.01%0.02%0.04%Q4 2015Q3 202313
OLD SECOND NATIONAL BANK OF AURORA 13130.00%0.00%0.00%Q1 2019Q1 202213
Arete Wealth Advisors, LLC 1030.01%0.07%0.18%Q3 2014Q1 202013
JANE STREET GROUP, LLC 310.00%0.00%0.00%Q1 2014Q3 202313
SVB WEALTH LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
Capital Wealth Alliance, LLC 13130.30%0.41%0.48%Q3 2020Q3 202313
Baird Financial Group, Inc. 13130.00%0.00%0.01%Q1 2019Q1 202213
DRW Securities, LLC 13130.01%0.06%0.17%Q4 2014Q4 201713
AE Wealth Management LLC 620.00%0.01%0.06%Q2 2017Q1 202213
AdvisorNet Financial, Inc 720.00%0.00%0.00%Q4 2017Q3 202312
Venture Visionary Partners LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
CoreFirst Bank & Trust 12120.03%0.05%0.07%Q4 2020Q3 202312
OPPENHEIMER & CO INC 710.00%0.01%0.01%Q2 2013Q4 201612
Brinker Capital Investments, LLC 1020.00%0.00%0.01%Q3 2017Q4 202012
SIGNET FINANCIAL MANAGEMENT, LLC 12120.05%0.06%0.07%Q1 2017Q4 201912
Tower Research Capital LLC (TRC) 310.00%0.00%0.01%Q2 2013Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.00%Q2 2013Q1 201612
Kesler, Norman & Wride, LLC 12120.01%0.02%0.02%Q4 2020Q3 202312
Lindbrook Capital, LLC 12120.00%0.01%0.03%Q4 2018Q3 202112
SUSQUEHANNA INTERNATIONAL GROUP, LLP 410.00%0.00%0.00%Q4 2016Q3 202312
Carroll Financial Associates, Inc. 630.00%0.00%0.00%Q2 2013Q4 202112
Pinnacle Wealth Planning Services, Inc. 1010.01%0.02%0.05%Q1 2019Q3 202312
Ionic Capital Management LLC 930.04%0.07%0.13%Q2 2016Q4 201912
SevenBridge Financial Group, LLC 710.00%0.00%0.00%Q2 2016Q2 201911
WT Wealth Management 11110.03%0.04%0.05%Q1 2021Q3 202311
Coastal Bridge Advisors, LLC 11110.03%0.04%0.07%Q4 2016Q2 201911
TWO SIGMA SECURITIES, LLC 310.00%0.01%0.08%Q4 2016Q1 202211
Formidable Asset Management, LLC 740.02%0.03%0.04%Q4 2020Q3 202311
Institute for Wealth Management, LLC. 830.02%0.04%0.08%Q2 2017Q3 202011
F3Logic, LLC 11110.02%0.15%0.27%Q2 2020Q4 202211
Navis Wealth Advisors, LLC 11110.05%0.06%0.08%Q1 2021Q3 202311
Private Advisory Group LLC 11110.01%0.02%0.02%Q1 2021Q3 202311
ClearBridge Investments 11110.00%0.00%0.00%Q4 2015Q2 201811
Lenox Wealth Advisors, LLC 11110.01%0.01%0.02%Q2 2016Q4 201811
Cetera Advisors LLC 740.00%0.01%0.01%Q3 2015Q4 201911
Fiera Capital Corp 11110.00%0.00%0.00%Q1 2021Q3 202311
CORNERSTONE ADVISORS INC 11110.12%0.63%1.05%Q1 2014Q3 201611
LAZARD ASSET MANAGEMENT LLC 1010.00%0.00%0.00%Q4 2020Q3 202311
Lumature Wealth Partners, LLC 11110.05%0.06%0.09%Q4 2020Q2 202311
Virtu KCG Holdings LLC 510.00%0.00%0.01%Q3 2013Q4 201610
HARBOUR INVESTMENTS, INC. 640.00%0.00%0.00%Q1 2021Q3 202310
NORTHERN TRUST CORP 310.00%0.00%0.00%Q2 2013Q2 202110
Pinnacle Summer Investments, Inc. 10100.00%0.00%0.00%Q3 2013Q4 201510
Wealthspire Advisors, L.P. 10100.00%0.00%0.02%Q4 2016Q1 201910
PATHSTONE FAMILY OFFICE, LLC 310.00%0.00%0.01%Q1 2017Q1 202310
VICUS CAPITAL 10100.03%0.06%0.11%Q4 2013Q1 201610
FIDUCIARY TRUST CO 10100.01%0.01%0.01%Q3 2015Q4 201710
Bulldog Investors, LLP 510.02%0.31%1.48%Q4 2009Q3 201910
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 10100.02%0.05%0.08%Q2 2019Q3 202110
Mutual Advisors, LLC 910.01%0.02%0.03%Q4 2017Q2 202010
Commonwealth Financial Services, LLC 10100.00%0.01%0.01%Q4 2014Q1 201710
BRINKER CAPITAL INC 10100.02%0.04%0.06%Q1 2018Q2 202010
Wagner Wealth Management, LLC 420.03%0.11%0.28%Q4 2017Q3 202210
Ameritas Investment Company, LLC 910.00%0.01%0.02%Q4 2018Q3 202110
JANUS HENDERSON GROUP PLC 10100.02%0.02%0.03%Q3 2014Q4 201610
Karpus Management, Inc. 810.00%0.45%1.34%Q4 2014Q4 20189
Sunbelt Securities, Inc. 420.00%0.25%0.67%Q4 2014Q3 20239
Proficio Capital Partners LLC 990.00%0.33%0.49%Q4 2016Q4 20189
Smith Affiliated Capital Corp. 810.00%0.05%0.42%Q2 2011Q2 20149
TRUST CO OF VERMONT 810.00%0.00%0.00%Q2 2013Q2 20179
M&T BANK CORP 710.00%0.01%0.01%Q2 2013Q3 20239
Starfire Investment Advisers, Inc. 990.14%0.17%0.18%Q1 2015Q1 20179
BANK OF MONTREAL /CAN/ 990.00%0.00%0.00%Q1 2017Q1 20199
Clarus Wealth Advisors 720.06%0.09%0.14%Q4 2017Q1 20209
Certified Advisory Corp 990.00%0.00%0.00%Q4 2017Q4 20199
CLOUGH CAPITAL PARTNERS L P 810.05%0.15%0.33%Q1 2019Q3 20239
NINE MASTS CAPITAL Ltd 420.03%0.22%0.98%Q4 2015Q3 20189
Allegis Investment Advisors, LLC 880.03%0.05%0.09%Q4 2015Q3 20178
OneDigital Investment Advisors LLC 530.00%0.00%0.00%Q2 2017Q2 20198
NewEdge Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Full Value Advisors, LLC 880.02%0.09%0.24%Q4 2007Q3 20098
Freestone Capital Holdings, LLC 880.02%0.12%0.21%Q1 2017Q4 20188
GraniteShares Advisors LLC 881.20%1.49%1.88%Q4 2021Q3 20238
Sovereign Financial Group, Inc. 880.02%0.03%0.03%Q4 2021Q3 20238
Vident Investment Advisory, LLC 880.12%0.24%0.41%Q1 2017Q4 20188
TRUIST FINANCIAL CORP 710.00%0.00%0.00%Q1 2017Q2 20218
HL FINANCIAL SERVICES LLC 880.00%0.00%0.01%Q2 2017Q1 20198
PANAGORA ASSET MANAGEMENT INC 880.00%0.00%0.00%Q3 2019Q2 20218
Evercore Wealth Management, LLC 880.00%0.01%0.02%Q2 2020Q1 20228
SeaBridge Investment Advisors LLC 530.00%0.07%0.12%Q2 2013Q4 20168
OTA Financial Group L.P. 210.15%0.37%0.86%Q3 2013Q2 20208
Integrated Investment Consultants, LLC 710.00%0.00%0.01%Q1 2016Q1 20188
HHM Wealth Advisors, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
BENJAMIN EDWARDS INC 880.09%0.34%0.67%Q1 2019Q4 20208
SFI Advisors, LLC 880.12%0.16%0.18%Q4 2021Q3 20238
OAKTREE CAPITAL MANAGEMENT LP 620.06%0.19%0.36%Q2 2020Q3 20238
WOLFF WIESE MAGANA LLC 880.00%0.00%0.00%Q4 2021Q3 20238
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 880.00%0.00%0.00%Q3 2021Q2 20238
FMR LLC 310.00%0.00%0.00%Q3 2018Q1 20228
RMB Capital Management, LLC 210.00%0.02%0.04%Q4 2015Q4 20208
MinichMacGregor Wealth Management, LLC 880.00%0.00%0.00%Q4 2015Q3 20178
EXANE DERIVATIVES 880.01%0.02%0.03%Q3 2020Q2 20228
FourThought Financial, LLC 880.00%0.00%0.00%Q4 2020Q3 20228
Ameritas Advisory Services, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Johnson Midwest Financial, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Relative Value Partners, LLC 880.05%0.40%1.28%Q2 2013Q1 20158
Allspring Global Investments Holdings, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
GHP Investment Advisors, Inc. 770.00%0.00%0.00%Q1 2022Q3 20237
CIBC Private Wealth Group, LLC 430.00%0.00%0.00%Q1 2016Q4 20207
Selective Wealth Management, Inc. 510.00%0.01%0.06%Q3 2018Q3 20227
AVANTAX ADVISORY SERVICES, INC. 770.00%0.00%0.00%Q1 2022Q3 20237
Gladstone Institutional Advisory LLC 770.02%0.02%0.02%Q1 2022Q3 20237
Kohlberg Kravis Roberts & Co. L.P. 510.01%0.01%0.05%Q4 2015Q1 20217
MUFG Americas Holdings Corp 520.00%0.00%0.00%Q2 2012Q2 20157
First City Capital Management, Inc. 430.01%0.01%0.01%Q1 2014Q1 20167
Ironsides Asset Advisors, LLC 770.07%0.08%0.08%Q1 2022Q3 20237
Biltmore Capital Advisors LLC 770.32%1.37%2.19%Q1 2019Q3 20207
Beacon Pointe Advisors, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
SUNTRUST BANKS INC 770.00%0.00%0.00%Q1 2018Q3 20197
Yorktown Management & Research Co Inc 770.03%0.51%0.96%Q1 2015Q3 20167
GEODE CAPITAL MANAGEMENT, LLC 430.00%0.00%0.00%Q2 2014Q4 20197
RELIANCE TRUST CO 770.19%0.28%0.37%Q2 2013Q4 20147
MACKAY SHIELDS LLC 520.00%0.01%0.01%Q2 2020Q2 20237
SEI INVESTMENTS CO 310.00%0.00%0.00%Q1 2015Q2 20187
Logan Stone Capital, LLC 770.08%0.90%2.45%Q4 2021Q2 20237
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 770.03%0.03%0.04%Q2 2013Q4 20147
Clear Perspective Advisors, LLC 770.01%0.01%0.01%Q4 2016Q2 20187
Pekin Hardy Strauss, Inc. 770.02%0.04%0.05%Q2 2018Q4 20197
Sutton Wealth Advisors Inc. 770.01%0.01%0.01%Q1 2016Q3 20177
MML INVESTORS SERVICES, LLC 520.00%0.00%0.01%Q2 2021Q3 20237
Spire Wealth Management 610.00%0.00%0.00%Q1 2021Q3 20237
JAMES INVESTMENT RESEARCH INC 660.02%0.03%0.03%Q2 2013Q3 20146
WealthTrust Fairport, LLC 660.00%0.00%0.00%Q3 2013Q4 20146
Gainplan LLC 330.05%0.08%0.11%Q4 2016Q4 20196
Chicago Partners Investment Group LLC 660.01%0.01%0.02%Q4 2021Q1 20236
Baillie Gifford 660.00%0.01%0.01%Q1 2017Q2 20186
Center for Financial Planning, Inc. 660.00%0.00%0.00%Q1 2020Q2 20216
Atlas Private Wealth Advisors 660.00%0.01%0.02%Q2 2020Q3 20216
Matisse Capital 510.06%0.24%0.63%Q4 2015Q1 20216
SIGNATUREFD, LLC 210.00%0.00%0.00%Q2 2013Q2 20206
WHITTIER TRUST CO 660.00%0.00%0.00%Q4 2018Q1 20206
UBS AG 660.01%0.01%0.02%Q2 2013Q3 20146
SECURITY NATIONAL TRUST CO 660.03%0.03%0.04%Q2 2013Q3 20146
BLAIR WILLIAM & CO/IL 510.00%0.00%0.00%Q2 2013Q2 20166
Quantedge Capital Pte Ltd 420.04%0.31%0.68%Q4 2020Q4 20226
RIVERBRIDGE PARTNERS LLC 660.00%0.01%0.01%Q2 2022Q3 20236
PRIVATE TRUST CO NA 660.01%0.01%0.01%Q2 2022Q3 20236
DCF Advisers, LLC 660.05%0.83%1.16%Q2 2022Q3 20236
Vestmark Advisory Solutions, Inc. 660.00%0.00%0.01%Q4 2021Q1 20236
ANCORA FAMILY WEALTH ADVISORS, LLC 550.04%0.07%0.10%Q3 2015Q3 20165
AQR Capital Management 550.00%0.00%0.01%Q4 2013Q4 20145
Belpointe Asset Management LLC 320.00%0.09%0.21%Q4 2020Q1 20235
Almitas Capital LLC 210.09%0.67%1.31%Q4 2018Q1 20235
Q Global Advisors, LLC 550.43%0.65%0.96%Q4 2018Q4 20195
BARCLAYS PLC 410.00%0.00%0.00%Q2 2013Q3 20205
BT Wealth Management LLC 550.08%0.10%0.14%Q4 2018Q4 20195
InterOcean Capital Group, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Perigon Wealth Management, LLC 310.00%0.01%0.01%Q3 2017Q3 20235
Evanson Asset Management, LLC 550.04%0.05%0.05%Q4 2014Q4 20155
ACCURATE INVESTMENT SOLUTIONS, INC. 550.00%0.00%0.01%Q3 2017Q3 20185
OPTIMUM INVESTMENT ADVISORS 550.00%0.00%0.00%Q1 2019Q1 20205
Sheaff Brock Investment Advisors, LLC 550.01%0.03%0.05%Q4 2015Q4 20165
Kamunting Street Capital Management, L.P. 550.94%4.25%7.14%Q1 2014Q1 20155
BlueSpruce Investments, LP 550.21%1.58%2.56%Q4 2014Q4 20155
6 Meridian 210.03%0.10%0.12%Q3 2018Q4 20215
San Luis Wealth Advisors LLC 550.06%0.19%0.34%Q3 2021Q3 20225
Allen Investment Management, LLC 550.01%0.02%0.03%Q2 2015Q2 20165
Independence Trust CO 550.12%0.12%0.13%Q3 2014Q3 20155
Valley Brook Capital Group, Inc. 410.05%0.06%0.07%Q4 2020Q1 20225
BOOTHBAY FUND MANAGEMENT, LLC 310.00%0.04%0.12%Q4 2014Q3 20235
Prospera Financial Services Inc 210.00%0.03%0.07%Q2 2013Q2 20225
CTC Capital Management, LLC 410.06%0.12%0.22%Q4 2021Q1 20235
Burt Wealth Advisors 550.01%0.02%0.03%Q1 2015Q1 20165
Weiss Asset Management LP 110.01%0.29%1.11%Q2 2014Q4 20225
Cable Hill Partners, LLC 410.00%0.02%0.04%Q3 2016Q3 20195
1919 Investment Counsel, LLC 550.00%0.00%0.00%Q2 2013Q2 20145
Black Swift Group, LLC 320.01%0.29%0.85%Q2 2017Q3 20195
Laird Norton Wetherby Wealth Management, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Risk Paradigm Group, LLC 550.02%0.03%0.04%Q3 2015Q3 20165
Occidental Asset Management, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 440.00%0.00%0.00%Q1 2020Q4 20204
Citadel Advisors 110.00%0.00%0.00%Q1 2018Q1 20234
Bedel Financial Consulting, Inc. 440.00%0.00%0.01%Q1 2020Q4 20204
BNP PARIBAS FINANCIAL MARKETS 310.00%0.00%0.00%Q1 2014Q3 20224
MONROE BANK & TRUST/MI 310.01%0.01%0.01%Q2 2014Q2 20154
CoreCap Advisors, LLC 310.00%0.00%0.01%Q4 2021Q4 20224
FRONTIER INVESTMENT MGMT CO 440.01%0.01%0.01%Q3 2019Q2 20204
EverSource Wealth Advisors, LLC 440.00%0.00%0.00%Q3 2022Q2 20234
Zullo Investment Group, Inc. 440.00%0.00%0.00%Q4 2021Q3 20224
Stratos Wealth Partners, LTD. 210.00%0.09%0.20%Q4 2014Q2 20224
Veritable, L.P. 440.01%0.02%0.02%Q4 2018Q3 20194
South Shore Capital Advisors 440.22%0.22%0.24%Q4 2021Q3 20224
McIlrath & Eck, LLC 440.01%0.01%0.01%Q3 2020Q2 20214
Kingsview Wealth Management, LLC 310.00%0.00%0.00%Q2 2021Q2 20224
Merit Financial Group, LLC 440.05%0.08%0.10%Q2 2022Q1 20234
Sigma Planning Corp 310.00%0.01%0.03%Q4 2018Q2 20224
Cornerstone Wealth Management, LLC 440.01%0.01%0.01%Q1 2021Q4 20214
Elequin Capital, LP 440.01%0.04%0.10%Q4 2022Q3 20234
Claybrook Capital, LLC 440.14%0.33%0.41%Q4 2022Q3 20234
Foresight Wealth Management, LLC 440.01%0.02%0.03%Q4 2021Q3 20224
STEEL GROVE CAPITAL ADVISORS, LLC 310.02%0.02%0.02%Q1 2015Q2 20164
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.02%0.08%0.14%Q4 2014Q3 20224
LEVEL FOUR ADVISORY SERVICES, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Alpine Global Management, LLC 210.03%0.07%0.10%Q4 2016Q4 20194
Arkadios Wealth Advisors 440.00%0.00%0.01%Q4 2020Q3 20214
FLC Capital Advisors 440.03%0.04%0.04%Q1 2019Q4 20194
NATIXIS 440.01%0.02%0.04%Q4 2019Q3 20204
CAROLINAS WEALTH CONSULTING LLC 440.03%0.05%0.06%Q3 2020Q2 20214
Walleye Trading LLC 440.00%0.00%0.00%Q4 2017Q3 20184
Snowden Capital Advisors LLC 310.00%0.00%0.00%Q2 2019Q4 20214
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Integrated Wealth Management 440.01%0.01%0.01%Q1 2015Q4 20154
State of Tennessee, Treasury Department 440.00%0.00%0.00%Q1 2018Q4 20184
Roumell Asset Management, LLC 443.94%5.07%6.81%Q1 2016Q4 20164
FIRST NEW YORK SECURITIES LLC /NY 310.13%0.54%1.47%Q3 2013Q4 20144
Loveless Wealth Management LLC 440.06%0.10%0.17%Q4 2019Q3 20204
Garden State Investment Advisory Services LLC 440.02%0.03%0.03%Q4 2022Q3 20234
BKA Wealth Consulting, Inc. 330.48%0.67%1.06%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
Adalta Capital Management LLC 330.07%0.07%0.08%Q2 2019Q4 20193
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q4 2020Q4 20223
METEORA CAPITAL, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
Financial Architects, Inc 330.00%0.00%0.00%Q2 2017Q4 20173
Magnus Financial Group LLC 330.05%0.06%0.08%Q4 2018Q2 20193
BlackRock Inc. 330.00%0.00%0.00%Q2 2018Q4 20183
BRYN MAWR TRUST Co 330.01%0.01%0.01%Q1 2023Q3 20233
Virtu Financial LLC 110.00%0.01%0.01%Q4 2017Q2 20213
Hightower 6M Holding, LLC 330.06%0.08%0.09%Q1 2022Q3 20223
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
Index Management Solutions, LLC 330.00%0.05%0.11%Q2 2013Q4 20133
BLACKROCK ADVISORS LLC 330.00%0.00%0.00%Q2 2016Q4 20163
INVESTMENT CENTERS OF AMERICA INC 330.13%0.16%0.22%Q3 2013Q1 20143
NATIONAL PLANNING CORP 110.00%0.01%0.01%Q2 2013Q4 20153
Altavista Wealth Management, Inc. 330.11%0.11%0.11%Q2 2021Q4 20213
CTC Alternative Strategies, Ltd. 210.09%0.31%0.70%Q4 2014Q3 20233
FIRST NATIONAL BANK SIOUX FALLS 330.05%0.05%0.05%Q2 2013Q4 20133
Oakworth Capital, Inc. 330.00%0.00%0.00%Q1 2015Q3 20153
Ellevest, Inc. 330.00%0.00%0.00%Q1 2020Q3 20203
WESPAC Advisors, LLC 210.14%0.15%0.16%Q4 2013Q3 20143
MANUFACTURERS LIFE INSURANCE COMPANY, THE 330.00%0.00%0.00%Q4 2017Q2 20183
Carnegie Capital Asset Management, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Eos Management, L.P. 210.40%0.54%0.78%Q2 2014Q4 20153
SG Americas Securities, LLC 110.00%0.00%0.01%Q4 2013Q4 20153
RELIANCE TRUST CO OF DELAWARE 330.02%0.02%0.02%Q3 2016Q1 20173
FLAGSHIP HARBOR ADVISORS, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
Patten Group, Inc. 330.00%0.00%0.00%Q2 2015Q4 20153
D.A. DAVIDSON & CO. 330.00%0.00%0.00%Q3 2013Q1 20143
MACROVIEW INVESTMENT MANAGEMENT LLC 210.06%0.07%0.09%Q2 2018Q2 20193
Dynasty Wealth Management, LLC 330.09%0.16%0.23%Q4 2017Q2 20183
J.W. COLE ADVISORS, INC. 330.01%0.05%0.12%Q4 2019Q2 20203
CHILTON CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q4 2021Q1 20233
Placemark Investments, Inc. 330.00%0.00%0.01%Q3 2013Q1 20143
MOTCO 330.00%0.00%0.00%Q3 2015Q1 20163
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ACCESS FINANCIAL SERVICES, INC. 330.12%0.12%0.13%Q3 2021Q1 20223
Independent Wealth Network Inc. 330.05%0.05%0.05%Q3 2021Q1 20223
Lloyd Park, LLC 210.11%0.20%0.27%Q4 2021Q3 20223
BURNS J W & CO INC/NY 330.04%0.04%0.05%Q2 2013Q4 20133
Royal Fund Management, LLC 110.00%0.01%0.01%Q4 2017Q1 20202
LINCOLN NATIONAL CORP 110.00%0.00%0.00%Q3 2021Q1 20232
Whitnell & Co. 220.01%0.01%0.01%Q2 2013Q3 20132
CreativeOne Wealth, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Paragon Capital Management LLC 220.06%0.06%0.06%Q2 2023Q3 20232
JONES ROAD CAPITAL MANAGEMENT, L.P. 220.22%0.23%0.24%Q4 2020Q1 20212
Archer Investment Corp 220.00%0.00%0.00%Q4 2020Q1 20212
Jacobi Capital Management LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
Neuberger Berman Group LLC 220.00%0.00%0.00%Q1 2016Q2 20162
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q4 2021Q2 20222
Kistler-Tiffany Companies, LLC 110.00%0.01%0.01%Q3 2014Q2 20232
TECTONIC ADVISORS LLC 220.02%0.03%0.04%Q2 2022Q3 20222
XTX Topco Ltd 220.01%0.02%0.02%Q2 2023Q3 20232
Waverly Advisors, LLC 220.01%0.01%0.01%Q2 2018Q3 20182
WELLINGTON MANAGEMENT GROUP LLP 220.00%0.00%0.00%Q3 2015Q4 20152
Independent Portfolio Consultants, Inc. 220.12%0.13%0.13%Q1 2017Q2 20172
Waldron Private Wealth LLC 220.03%0.03%0.03%Q4 2015Q1 20162
Segantii Capital Management Ltd 220.00%0.00%0.01%Q4 2021Q1 20222
Allred Capital Management, LLC 110.00%0.00%0.00%Q4 2019Q1 20212
Archford Capital Strategies, LLC 220.00%0.01%0.02%Q4 2015Q1 20162
Virtue Capital Management, LLC 220.14%0.19%0.23%Q3 2020Q4 20202
Fort Warren Capital Management, LP 220.76%0.77%0.79%Q4 2015Q1 20162
Financial Management Professionals, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
IHT Wealth Management, LLC 220.02%0.02%0.02%Q4 2017Q1 20182
WEALTHFRONT Corp 220.00%0.00%0.00%Q2 2015Q3 20152
Ausdal Financial Partners, Inc. 110.03%0.03%0.03%Q4 2015Q3 20232
VALLEY NATIONAL ADVISERS INC 220.00%0.00%0.00%Q2 2019Q3 20192
Genesis Wealth Advisors, LLC 220.03%0.12%0.21%Q1 2015Q2 20152
Aristides Capital LLC 110.12%0.15%0.17%Q4 2021Q4 20222
Gallagher Fiduciary Advisors, LLC 220.05%0.06%0.08%Q1 2023Q2 20232
FIRST CITIZENS BANK & TRUST CO 220.01%0.01%0.01%Q3 2016Q4 20162
Hoover Financial Advisors, Inc. 220.00%0.00%0.01%Q1 2021Q2 20212
GLENMEDE TRUST CO NA 110.00%0.00%0.00%Q3 2015Q4 20182
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.02%0.02%Q2 2013Q3 20132
LUMINUS MANAGEMENT LLC 220.01%0.01%0.02%Q3 2015Q4 20152
WealthPLAN Partners, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
TOMPKINS FINANCIAL CORP 110.00%0.00%0.00%Q1 2016Q1 20172
IEQ CAPITAL, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 220.07%0.07%0.07%Q3 2013Q4 20132
AMERICAN ASSET MANAGEMENT INC. 110.00%0.01%0.01%Q3 2014Q3 20152
Carnick & Kubik, LLC 110.00%0.00%0.01%Q3 2015Q1 20162
Family Management Corp 220.13%0.17%0.20%Q3 2019Q4 20192
TFS CAPITAL LLC 220.02%0.04%0.05%Q1 2016Q2 20162
BAIRD ROBERT W & CO INC /WI/ 220.01%0.02%0.03%Q2 2013Q3 20132
MONEY CONCEPTS CAPITAL CORP 110.00%0.00%0.00%Q1 2022Q4 20222
Acrospire Investment Management LLC 220.01%0.01%0.01%Q4 2016Q1 20172
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q2 2016Q4 20232
Baystate Wealth Management LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Paloma Partners Management Co 110.01%0.01%0.01%Q2 2013Q2 20131
ADVISOR PARTNERS II, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Financial Advantage, Inc. 110.00%0.00%0.00%Q3 2014Q3 20141
OTA LLC 110.28%0.28%0.28%Q2 2014Q2 20141
Maryland Capital Management 110.01%0.01%0.01%Q4 2018Q4 20181
DELTA ASSET MANAGEMENT LLC/TN 110.00%0.00%0.00%Q4 2021Q4 20211
CLEAR STREET MARKETS LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Taylor Wealth Management Partners 110.00%0.00%0.00%Q1 2015Q1 20151
Altus Wealth Group LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Private Capital Group, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Cubist Systematic Strategies, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Ignite Planners, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Dynamic Advisor Solutions LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Autumn Glory Partners, LLC 110.03%0.03%0.03%Q4 2021Q4 20211
MONETA GROUP INVESTMENT ADVISORS LLC 110.00%0.00%0.00%Q2 2018Q2 20181
COLDSTREAM CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q3 2023Q3 20231
Pointe Capital Management LLC 110.16%0.16%0.16%Q4 2016Q4 20161
Ken Stern & Associates, Inc. 110.13%0.13%0.13%Q4 2014Q4 20141
BOKF, NA 110.00%0.00%0.00%Q1 2020Q1 20201
Asset Dedication, LLC 110.00%0.00%0.00%Q4 2015Q4 20151
Sequoia Financial Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
NewSquare Capital LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Quarry LP 110.17%0.17%0.17%Q3 2023Q3 20231
First Houston Capital, Inc. 110.00%0.00%0.00%Q3 2013Q3 20131
Fiduciary Alliance LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Founders Financial Alliance, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
First Command Financial Services, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
US GLOBAL INVESTORS FUNDS 110.01%0.01%0.01%Q4 2013Q4 20131
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
GOFEN & GLOSSBERG LLC /IL/ 110.00%0.00%0.00%Q1 2022Q1 20221
SITTNER & NELSON, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Platform Technology Partners 110.10%0.10%0.10%Q4 2019Q4 20191
First Command Bank 110.00%0.00%0.00%Q2 2022Q2 20221
Athanor Capital, LP 110.15%0.15%0.15%Q4 2018Q4 20181
Centurion Wealth Management LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Vanguard Personalized Indexing Management, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Marathon Trading Investment Management LLC 110.01%0.01%0.01%Q1 2014Q1 20141
Antonetti Capital Management LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Marquette Asset Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
REILLY FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Marcum Wealth, LLC 110.04%0.04%0.04%Q1 2022Q1 20221
COHEN & STEERS CAPITAL MANAGEMENT INC 110.02%0.02%0.02%Q1 2015Q1 20151
NBC SECURITIES, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
CarsonAllaria Wealth Management, Ltd. 110.01%0.01%0.01%Q2 2023Q2 20231
BDO Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Bartlett & Co. LLC 110.00%0.00%0.00%Q3 2013Q3 20131
MERCER GLOBAL ADVISORS INC /ADV 110.00%0.00%0.00%Q2 2019Q2 20191
HOWE & RUSLING INC 110.00%0.00%0.00%Q4 2021Q4 20211
Jane Street Holding, LLC 110.00%0.00%0.00%Q2 2013Q2 20131
NORTH STAR ASSET MANAGEMENT INC 110.01%0.01%0.01%Q1 2022Q1 20221
Argent Wealth Management LLC 110.12%0.12%0.12%Q4 2019Q4 20191
UNITED SERVICES AUTOMOBILE ASSOCIATION 110.00%0.00%0.00%Q3 2014Q3 20141
Brookstone Capital Management 110.00%0.00%0.00%Q1 2022Q1 20221
Choate Investment Advisors 110.01%0.01%0.01%Q3 2016Q3 20161
Total Clarity Wealth Management, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
NEW ENGLAND SECURITIES CORP /MA/ 110.01%0.01%0.01%Q4 2013Q4 20131
Roble, Belko & Company, Inc 110.00%0.00%0.00%Q2 2020Q2 20201
REGIONS FINANCIAL CORP 110.00%0.00%0.00%Q1 2019Q1 20191
Squarepoint Ops LLC 110.05%0.05%0.05%Q4 2015Q4 20151
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Column Capital Advisors, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.01%0.01%0.01%Q2 2016Q2 20161
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q3 2023Q3 20231
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Accurate Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Pasadena Private Wealth, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
CALTON & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2017Q4 20171
FWL INVESTMENT MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Legacy Bridge, LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Gallagher Benefit Services, Inc. 110.27%0.27%0.27%Q4 2022Q4 20221
Axiom Investment Management LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Cowen Prime Services LLC 110.06%0.06%0.06%Q2 2013Q2 20131
PRING TURNER CAPITAL GROUP INC 110.01%0.01%0.01%Q4 2013Q4 20131
HRT FINANCIAL LP 110.00%0.00%0.00%Q1 2023Q1 20231
INFRASTRUCTURE CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
BENJAMIN F. EDWARDS & COMPANY, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Joel Isaacson & Co., LLC 110.06%0.06%0.06%Q4 2018Q4 20181
PSI Advisors, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Verition Fund Management LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Valeo Financial Advisors, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Westbourne Investment Advisors, Inc. 110.04%0.04%0.04%Q3 2018Q3 20181
Realta Investment Advisors 110.02%0.02%0.02%Q4 2022Q4 20221
Hefren-Tillotson, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Prosperity Financial Group, Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
Apriem Advisors 110.00%0.00%0.00%Q2 2015Q2 20151
Ground Swell Capital, LLC 110.11%0.11%0.11%Q1 2023Q1 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
CSS LLC/IL 110.00%0.00%0.00%Q2 2019Q2 20191
EP Wealth Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
CENTRAL TRUST Co 110.00%0.00%0.00%Q4 2022Q4 20221
Pine River Capital Management L.P. 110.07%0.07%0.07%Q4 2013Q4 20131
KESTRA PRIVATE WEALTH SERVICES, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
THIRD AVENUE MANAGEMENT LLC 110.18%0.18%0.18%Q2 2014Q2 20141
HCR Wealth Advisors 110.00%0.00%0.00%Q1 2019Q1 20191
Madden Advisory Services, Inc. 110.01%0.01%0.01%Q1 2014Q1 20141
Cladis Investment Advisory, LLC 110.16%0.16%0.16%Q2 2022Q2 20221
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
REGENTATLANTIC CAPITAL LLC 110.00%0.00%0.00%Q1 2022Q1 20221
B. Riley Wealth Management, Inc. 110.00%0.00%0.00%Q2 2022Q2 20221
Moors & Cabot, Inc. 110.01%0.01%0.01%Q3 2021Q3 20211
StoneX Group Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
Share Andrew L. 110.09%0.09%0.09%Q4 2021Q4 20211
Laurion Capital Management LP 110.02%0.02%0.02%Q4 2017Q4 20171
Alera Investment Advisors, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Allen Mooney & Barnes Investment Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Perella Weinberg Partners Capital Management LP 110.18%0.18%0.18%Q1 2017Q1 20171
OLD MISSION CAPITAL LLC 110.16%0.16%0.16%Q4 2019Q4 20191
Vectors Research Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Parallel Advisors, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
TradeLink Global Equity LLC 110.13%0.13%0.13%Q4 2014Q4 20141
TD Capital Management LLC 110.00%0.00%0.00%Q2 2014Q2 20141
KENNEDY INVESTMENT GROUP 110.03%0.03%0.03%Q3 2023Q3 20231
External links

This page lists all the filers that currently own NUVEEN CR STRATEGIES INCM FD or have owned NUVEEN CR STRATEGIES INCM FD in the past.