Newbridge Financial Services Group, Inc. New Holdings in Q2 2025

Newbridge Financial Services Group, Inc.

  • $575 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EOI
Eaton Vance Enhanced Equity Income Fund

Financial Services
1K
New
$16.45 - $20.92 $16.5K - $20.9K
1K $20K
RMM
River North Managed Duration Municipal Income Fund, Inc.

Financial Services
1.5K
New
$13.05 - $14.45 $19.6K - $21.7K
1.5K $20K
RA
Brookfield Real Assets Income Fund Inc.

Financial Services
1.5K
New
$12.19 - $13.37 $18.3K - $20.1K
1.5K $20K
IAK
Ishares Tr

ETFs
149
New
$122.44 - $138.47 $18.2K - $20.6K
149 $20K
TBLD
Thornburg Income Builder Opportunities Trust

ETFs
1K
New
$16.64 - $19.62 $16.6K - $19.6K
1K $19K
QQXT
First Tr Nasdaq 100 Ex Techno

ETFs
200
New
$84.34 - $99.49 $16.9K - $19.9K
200 $19K
NPFD
Nuveen Variable Rate Preferred & Income Fund

Financial Services
1K
New
$17.26 - $19.28 $17.3K - $19.3K
1K $19K
FDT
First Trust Developed Markets

ETFs
275
New
$52.2 - $68.76 $14.4K - $18.9K
275 $18K
NXJ
Nuveen New Jersey Quality Municipal Income Fund

Financial Services
1.5K
New
$11.19 - $11.84 $16.8K - $17.8K
1.5K $17K
CNOB
Connect One Bancorp, Inc.

Financial Services
750
New
$20.95 - $24.78 $15.7K - $18.6K
750 $17K
EVRG
Evergy, Inc.

Utilities
239
New
$64.06 - $69.64 $15.3K - $16.6K
239 $16K
IAI
Ishares Tr Us Broker Dealers &

ETFs
100
New
$122.04 - $169.14 $12.2K - $16.9K
100 $16K
ECAT
Black Rock Esg Capital Allocation Trust

ETFs
1K
New
$13.91 - $16.31 $13.9K - $16.3K
1K $16K
EVG
Eaton Vance Short Duration Diversified Income Fund

Financial Services
1.49K
New
$10.28 - $11.04 $15.3K - $16.4K
1.49K $16K
KIO
Kkr Income Opportunities Fund

Financial Services
1.25K
New
$10.99 - $12.56 $13.7K - $15.7K
1.25K $15K
PAXS
Pimco Access Income Fund

Financial Services
1K
New
$14.15 - $16.12 $14.2K - $16.1K
1K $15K
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
154
New
$83.8 - $101.39 $12.9K - $15.6K
154 $15K
IYC
Ishares U.S. Consumer Discreti

ETFs
155
New
$79.19 - $99.64 $12.3K - $15.4K
155 $15K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
2.5K
New
$5.25 - $5.92 $13.1K - $14.8K
2.5K $14K
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
1.06K
New
$11.71 - $13.88 $12.4K - $14.7K
1.06K $14K
MEGI
Main Stay Cbre Global Infrastructure Megatrends Fund

ETFs
1K
New
$11.7 - $14.28 $11.7K - $14.3K
1K $14K
NBXG
Neuberger Berman Next Generation Connectivity Fund Inc.
1K
New
$10.69 - $14.6 $10.7K - $14.6K
1K $14K
PDO
Pimco Dynamic Income Opportunities Fund

Basic Materials
1K
New
$12.24 - $13.88 $12.2K - $13.9K
1K $13K
OCCI
Ofs Credit Company, Inc.

Financial Services
2.16K
New
$5.64 - $6.8 $12.2K - $14.7K
2.16K $13K
FNGR
Finger Motion, Inc.

Communication Services
6.85K
New
$1.23 - $4.57 $8.43K - $31.3K
6.85K $13K
MRCC
Monroe Capital Corp

Financial Services
2.15K
New
$6.15 - $7.66 $13.2K - $16.5K
2.15K $13K
URGN
Uro Gen Pharma Ltd.

Healthcare
1K
New
$3.9 - $15.46 $3.9K - $15.5K
1K $13K
QBTS
D Wave Quantum Inc.

Technology
825
New
$6.22 - $19.04 $5.13K - $15.7K
825 $12K
SPIB
Spdr Portfolio Intermediate Te

ETFs
372
New
$32.62 - $33.58 $12.1K - $12.5K
372 $12K
LAMR
Lamar Advertising CO

Real Estate
100
New
$102.35 - $121.67 $10.2K - $12.2K
100 $12K
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
1K
New
$12.22 - $13.5 $12.2K - $13.5K
1K $12K
NEWT
Newtek Business Services Corp.

Financial Services
1K
New
$9.54 - $12.17 $9.54K - $12.2K
1K $11K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
2K
New
$5.09 - $5.8 $10.2K - $11.6K
2K $11K
EXEL
Exelixis, Inc.

Healthcare
261
New
$34.13 - $46.26 $8.91K - $12.1K
261 $11K
NPCT
Nuveen Core Plus Impact Fund
1K
New
$9.88 - $11.21 $9.88K - $11.2K
1K $11K
NMCO
Nuveen Municipal Credit Opportunities Fund

N/A
1.1K
New
$9.74 - $10.75 $10.7K - $11.8K
1.1K $11K
MQY
Blackrock Muniyield Quality Fund, Inc.

Financial Services
1K
New
$10.66 - $11.83 $10.7K - $11.8K
1K $11K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
1.89K
New
$5.17 - $5.91 $9.79K - $11.2K
1.89K $11K
ETO
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund

Financial Services
372
New
$21.28 - $27.19 $7.92K - $10.1K
372 $10K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
1K
New
$9.43 - $10.29 $9.43K - $10.3K
1K $10K
ADT
Adt Inc.

Industrials
1.26K
New
$7.54 - $8.6 $9.47K - $10.8K
1.26K $10K
RCAT
Red Cat Holdings, Inc.

Technology
1.5K
New
$4.66 - $9.19 $6.99K - $13.8K
1.5K $10K
ESQ
Esquire Financial Holdings, Inc.

Financial Services
110
New
$71.62 - $94.66 $7.88K - $10.4K
110 $10K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
1K
New
$9.67 - $10.64 $9.67K - $10.6K
1K $10K
MVIS
Microvision, Inc.

Technology
10K
New
N/A
10K $10K
EVER
Ever Quote, Inc.

Communication Services
445
New
$20.21 - $26.71 $8.99K - $11.9K
445 $10K
CPRX
Catalyst Pharmaceuticals, Inc.

Healthcare
436
New
$21.4 - $26.31 $9.33K - $11.5K
436 $9K
GPN
Global Payments Inc

Industrials
116
New
$67.47 - $99.6 $7.83K - $11.6K
116 $9K
BCAT
Black Rock Capital Allocation Trust

ETFs
642
New
$13.2 - $15.27 $8.47K - $9.8K
642 $9K
Activity Summary
Buys All Purchases 685 New Holdings 348 Increased Positions 337 Sells All Sells 210 Reductions 209 Sold out 1 Options Calls 0 Puts 0
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