ALPINE GLOBAL DYNAMIC DIVD F - 02082E205
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | History | New | 188,956 | 2,063 | 0.03% | — | 1 | +188,956 | New | Q1 2018 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 31,551 | 332 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2014 | Aug 05, 2014 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 15,833 | 166 | 0.1% | 0.1% | 3 | 0 | 0.0% | Q2 2014 | Jul 29, 2014 |
| Carroll Financial Associates, Inc. | History | No change | 1,000 | 11 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2014 | Aug 08, 2014 |
| JFS WEALTH ADVISORS, LLC | History | No change | 296 | 3 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2014 | Jul 29, 2014 |