B. Riley Wealth Advisors’s NuStar Energy L.P. NS Stock Holding History

B. Riley Wealth Advisors’s Portfolio NS Stock Details NS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-13,943	Closed	-$239K	–	1650
2023 Q2	$239K	Buy	13,943 +749	+6%	+$12.2K	0.01%	1253
2023 Q1	$206K	Sell	13,194 -1,416	-10%	-$23.1K	0.01%	1279
2022 Q4	$234K	Buy	14,610 +1,001	+7%	+$15.6K	0.01%	1170
2022 Q3	$184K	Buy	+13,609	New	+$205K	0.01%	1243
2015 Q1	–	Sell	-504	Closed	-$29	–	2086
2014 Q4	$29	Buy	+504	New	+$30K	﹤0.01%	2383
2014 Q3	–	Sell	-504	Closed	-$31.3K	–	1975
2014 Q2	$31.3K	Buy	+504	New	+$29.3K	0.01%	1244

Other funds holding NS

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

B. Riley Wealth Advisors's NS Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of NuStar Energy L.P. (NS) in Q3 2023, closing a stake of 13,943 shares — an estimated $239K sold.

B. Riley Wealth Advisors first reported a position in NS in Q2 2014 and held it in 6 quarters. The position peaked at $239K in Q2 2023. 138 funds tracked by Wall St. Rank hold NS as of Q3 2023.

B. Riley Wealth Advisors reported no remaining NuStar Energy L.P. position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 13,943 NuStar Energy L.P. shares in Q3 2023, an estimated $239K.
B. Riley Wealth Advisors first reported a position in NuStar Energy L.P. in Q2 2014 and held it in 6 quarters.
B. Riley Wealth Advisors's NuStar Energy L.P. position peaked at $239K in Q2 2023.
138 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.