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

B. Riley Wealth Management’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
2022 Q2	$158	Buy	11,293 +960	+9%	+$14.5K	﹤0.01%	684
2022 Q1	$149K	Buy	+10,333	New	+$167K	0.01%	581
2021 Q2	–	Sell	-15,523	Closed	-$265K	–	479
2021 Q1	$265K	Sell	15,523 -3,210	-17%	-$54.5K	0.03%	317
2020 Q4	$270K	Sell	18,733 -2,064	-10%	-$26.4K	0.03%	279
2020 Q3	$221K	Buy	20,797 +571	+3%	+$7.64K	0.03%	343
2020 Q2	$288K	Sell	20,226 -1,314	-6%	-$17.5K	0.03%	308
2020 Q1	$185K	Buy	+21,540	New	+$468K	0.02%	441
2015 Q4	–	Sell	-5,395	Closed	-$241K	–	173
2015 Q3	$241K	Sell	5,395 -596	-10%	-$31.5K	0.34%	114
2015 Q2	$355K	Buy	5,991 +1,304	+28%	+$82.5K	0.28%	94
2015 Q1	$284K	Buy	4,687 +474	+11%	+$28.7K	0.21%	132
2014 Q4	$243K	Sell	4,213 -247	-6%	-$14.7K	0.2%	131
2014 Q3	$294K	Buy	4,460 +3,454	+343%	+$224K	0.22%	134
2014 Q2	$62K	Buy	1,006 +4	+0.4%	+$232	0.04%	429
2014 Q1	$55K	Buy	+1,002	New	+$51.3K	0.04%	426

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

TCA

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

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

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

ICA

Infrastructure Capital Advisors New York $1.44B AUM 7.19% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

B. Riley Wealth Management's NS Position: Q2 2022 in Review

B. Riley Wealth Management increased its NuStar Energy L.P. (NS) stake by 9.3% in Q2 2022, buying an estimated $14.5K and bringing the position to 11,293 shares worth $158. The position accounts for ﹤0.01% of the portfolio, ranked #684.

B. Riley Wealth Management first reported a position in NS in Q1 2014 and has held it in 14 quarters since. The position peaked at $355K in Q2 2015. 138 funds tracked by Wall St. Rank hold NS as of Q2 2022.

B. Riley Wealth Management held 11,293 shares of NuStar Energy L.P. worth $158 as of Q2 2022.
B. Riley Wealth Management bought 960 NuStar Energy L.P. shares in Q2 2022, an estimated $14.5K.
NuStar Energy L.P. made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #684 holding.
B. Riley Wealth Management first reported a position in NuStar Energy L.P. in Q1 2014 and has held it in 14 quarters since.
B. Riley Wealth Management's NuStar Energy L.P. position peaked at $355K in Q2 2015.
138 funds tracked by Wall St. Rank held NuStar Energy L.P. as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.