Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
ROYAL BANK OF CANADA | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Cypress Wealth Services, LLC | 19 | 19 | 0.05% | 0.07% | 0.09% | Q1 2019 | Q3 2023 | 19 |
MORGAN STANLEY | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Gerber Kawasaki Wealth & Investment Management | 17 | 17 | 0.00% | 0.08% | 0.12% | Q3 2019 | Q3 2023 | 17 |
UBS Group AG | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
D.A. DAVIDSON & CO. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
LPL Financial LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Narwhal Capital Management | 9 | 9 | 0.01% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
B. Riley Wealth Management, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 9 |
SIT INVESTMENT ASSOCIATES INC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
B. Riley Wealth Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 9 |
American Institute for Advanced Investment Management, LLP | 9 | 9 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q2 2023 | 9 |
STIFEL FINANCIAL CORP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 8 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
BANK OF AMERICA CORP /DE/ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 7 |
Winslow, Evans & Crocker, Inc. | 7 | 7 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q4 2020 | 7 |
Hilltop Holdings Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
CSS LLC/IL | 6 | 6 | 0.01% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
FNY Investment Advisers, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
AMERIPRISE FINANCIAL INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Relative Value Partners Group, LLC | 5 | 5 | 0.05% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Moloney Securities Asset Management, LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Logan Stone Capital, LLC | 4 | 4 | 0.05% | 0.37% | 0.82% | Q1 2022 | Q4 2022 | 4 |
Almitas Capital LLC | 4 | 4 | 0.30% | 1.29% | 1.89% | Q4 2022 | Q3 2023 | 4 |
Arlington Capital Management, Inc. | 4 | 4 | 0.14% | 0.20% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Geneos Wealth Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Atlas Wealth LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Clear Harbor Asset Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Tower Research Capital LLC (TRC) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 3 |
PINNACLE FINANCIAL PARTNERS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
JANE STREET GROUP, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OSAIC HOLDINGS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SIGNATUREFD, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2019 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
RAYMOND JAMES & ASSOCIATES | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
1607 Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
CITIGROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
US BANCORP \DE\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own NUVEEN CORPORATE INCOME 2023 or have owned NUVEEN CORPORATE INCOME 2023 in the past.