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Get Institutions for : 
Nuveen Esg Large-cap Etf (NULC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 18    2
Total shares held : 
367,329  
% of shares held : 
0.41%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  1  
Amount of shares held : 
2,637  
% of shares held change : 
  0%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 11,044
 3.01%
 
Increased Positions :
5
 24,550
 6.68%
 
Unchanged Positions :
9
 241,068
 65.63%
 
Decreased Positions :
2
-965
-0.26%
 
Closed Positions :
4
-31,992
-8.71%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   NUVEEN ASSET MANAGEMENT, LLC 1661 - 2024-03-31 200,000 $8,632,000 0
   Tolleson Wealth Management Inc. 18 - 2024-03-31 61,688 $2,663,000 19,000
   TOWER RESEARCH CAPITAL LLC 421 - 2024-03-31 29,912 $1,291,000 29,912
   BANK OF AMERICA CORP /DE/ 3939 - 2024-03-31 27,106 $1,170,000 -1,206
   RETIREMENT CAPITAL STRATEGIES 43 - 2024-03-31 20,936 $904,000 8,126
   LPL FINANCIAL CORP 3368 - 2024-03-31 17,485 $755,000 3,936
   GOLDMAN SACHS GROUP INC/ 3877 - 2024-03-31 12,792 $552,000 -8,129
   3EDGE Asset Management LP 52 - 2024-03-31 9,242 $399,000 -151
   HIGHTOWER ADVISORS, LLC 2511 - 2024-03-31 8,175 $352,000 -16
   Advisor Group Holdings Inc. 3304 - 2024-03-31 7,068 $305,000 -1,484
   FINANCIAL ARCHITECTS INC 260 - 2023-06-30 8,261 $300,000 2,173
   Private Advisor Group LLC 1939 - 2024-03-31 5,981 $258,000 -1,281
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2829 - 2024-03-31 5,757 $248,000 22
   Values Added Financial LLC 84 *New 2024-03-31 5,018 $217,000 5,018
   Addison Advisors LLC 263 - 2024-03-31 2,800 $121,000 0
   Sargent Bickham Lagudis LLC 355 - 2022-12-31 2,648 $85,000 2
   Westside Investment Management Inc. 335 - 2024-03-31 1,325 $57,000 700
   Cherry Tree Wealth Management LLC 268 - 2024-03-31 825 $36,000 0
   HORIZON INVESTMENTS, LLC/SC 655 - 2024-03-31 83 $4,000 0
   COMMONWEALTH EQUITY SERVICES LLC. 3979 *Closed 2024-03-31 0 $0 -5,309
   HARBOUR INVESTMENTS INC. 2972 *Closed 2023-12-31 0 $0 -470
   PROEQUITIES INC. 5806 - 2024-03-31 0 $0 0
   UBS Group AG 8441 - 2024-03-31 1 $0 -273

  23 Records found
  1    
  Page 1 of 1
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