Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Nuveen Esg High Yield Corporate Bond Etf (NUHY)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 50    1
Total shares held : 
3,871,133  
% of shares held : 
43.01%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  5  
Amount of shares held : 
-263,598  
% of shares held change : 
  -2.93%  
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 :
5
 23,865
 0.62%
 
Increased Positions :
22
 110,175
 2.85%
 
Unchanged Positions :
7
 21,226
 0.55%
 
Decreased Positions :
16
-326,332
-8.43%
 
Closed Positions :
6
-71,306
-1.84%
 
Guru Positions :
1
64,199
 1.66%
 
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BANK OF NEW YORK MELLON CORP 2080 - 2024-03-31 378,319 $7,991,000 23,928
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 579 - 2024-03-31 339,863 $7,179,000 -8,253
   Envestnet Portfolio Solutions Inc. 366 - 2024-03-31 244,468 $5,164,000 52
   BANK OF AMERICA CORP /DE/ 3148 - 2024-03-31 182,101 $3,846,000 23,666
   MORGAN STANLEY 4056 - 2024-03-31 176,093 $3,719,000 90,404
   ENVESTNET ASSET MANAGEMENT INC 2253 - 2024-03-31 155,174 $3,278,000 -2,300
   HSBC HOLDINGS PLC 1099 - 2024-03-31 117,217 $2,476,000 -2,704
   LPL FINANCIAL CORP 2369 - 2024-03-31 112,496 $2,376,000 3,689
   MATHER GROUP, INC. 152 - 2024-03-31 107,513 $2,262,000 110
   Vestmark Advisory Solutions Inc. 250 - 2024-03-31 85,025 $1,796,000 11,630
   FISHER ASSET MANAGEMENT LLC -- Notable Guru -- 648 - 2024-03-31 64,199 $1,356,000 -204,340
   PFS INVESTMENTS INC. 357 - 2023-06-30 63,597 $1,308,000 -784
   AXXCESS WEALTH MANAGEMENT LLC 349 - 2024-03-31 53,071 $1,121,000 1,134
   UBS Group AG 3603 - 2024-03-31 42,815 $904,000 -749
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2725 - 2024-03-31 41,414 $875,000 41,414
   RETIREMENT CAPITAL STRATEGIES 45 *New 2024-03-31 39,441 $833,000 39,441
   Lido Advisors LLC 670 - 2024-03-31 35,468 $749,000 9,248
   FINANCIAL NETWORK 1660 - 2024-03-31 34,477 $728,000 -1,299
   SEI INVESTMENTS CO 1998 *New 2024-03-31 32,706 $691,000 32,706
   Financial Network Wealth Management LLC 37 - 2024-03-31 32,723 $685,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 794 - 2024-03-31 30,200 $638,000 2,251
   HIGHTOWER ADVISORS, LLC 2078 - 2024-03-31 29,794 $627,000 735
   ERTS Wealth Advisors LLC 46 - 2024-03-31 23,562 $498,000 1,536
   Klaas Financial Asset Advisors LLC 41 - 2024-03-31 21,350 $451,000 1,387
   Moss Adams Wealth Advisors LLC 84 - 2024-03-31 20,310 $429,000 -1,723
   Advisor Group Holdings Inc. 3050 - 2024-03-31 20,144 $425,000 -13,646
   AdvisorNet Financial Inc 328 - 2024-03-31 20,019 $423,000 849
   Adroit Compliance LLC 40 - 2023-12-31 19,963 $420,000 0
   Blue Barn Wealth LLC 69 - 2024-03-31 19,319 $408,000 -164
   COMMONWEALTH EQUITY SERVICES LLC. 2965 - 2024-03-31 19,308 $408,000 1,121
   LOCKERMAN FINANCIAL GROUP INC. 42 - 2024-03-31 18,635 $394,000 -201
   CANTOR FITZGERALD INVESTMENT ADVISER L.P. 135 - 2024-03-31 16,795 $355,000 -102
   Sargent Bickham Lagudis LLC 223 - 2022-12-31 14,878 $301,000 -733
   US BANCORP 1820 - 2024-03-31 13,484 $285,000 2,131
   FAIRVIEW CAPITAL INVESTMENT MANAGEMENT 148 - 2024-03-31 11,125 $235,000 200
   Legacy Financial Group LLC 94 - 2024-03-31 10,616 $224,000 10,616
   Friedenthal Financial 105 - 2024-03-31 10,183 $215,000 6
   WELLS FARGO & CO/MN 3943 - 2024-03-31 9,119 $193,000 3,644
   Emerald Investment Partners LLC 281 - 2024-03-31 8,227 $174,000 -515
   4Thought Financial Group Inc. 48 - 2024-03-31 5,212 $110,000 2,587
   Continuum Advisory LLC 536 *New 2024-03-31 3,503 $73,000 3,503
   SUMMIT INVESTMENT ADVISORS INC 2051 - 2024-03-31 2,759 $58,000 13
   J P MORGAN CHASE & CO 4645 - 2024-03-31 2,769 $58,000 2,233
   Goss Wealth Management LLC 2696 - 2024-03-31 750 $16,000 0
   EverSource Wealth Advisors LLC 1406 - 2024-03-31 649 $14,000 0
   ROYAL BANK OF CANADA 5577 - 2024-03-31 425 $9,000 -505
   Nelson Van Denburg & Campbell Wealth Management Gr 1974 *New 2024-03-31 318 $7,000 318
   HANSON MCCLAIN, INC. 2318 *New 2024-03-31 265 $6,000 265
   Orion Capital Management LLC 415 *New 2024-03-31 206 $4,000 206
   Global Retirement Partners LLC 2512 - 2024-03-31 135 $3,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1465 - 2024-03-31 115 $2,000 0
   HARBOUR INVESTMENTS INC. 2743 - 2023-12-31 30 $1,000 0
   CWM LLC 4059 - 2024-03-31 42 $1,000 0
   IFP Advisors Inc 2768 - 2023-12-31 59 $1,000 0
   HORIZON INVESTMENTS, LLC/SC 768 *New 2024-03-31 49 $1,000 49
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1454 *Closed 2024-03-31 0 $0 -30,816
   NUVEEN ASSET MANAGEMENT, LLC 3265 *Closed 2024-03-31 0 $0 -1,300,231
   PROEQUITIES INC. 6239 - 2024-03-31 0 $0 0
   TIEDEMANN WEALTH MANAGEMENT, LLC 284 *Closed 2023-09-30 0 $0 -12,000
   GRADIENT INVESTMENTS LLC 1802 *Closed 2024-03-31 0 $0 -195
   FMR LLC 5493 *New 2024-03-31 8 $0 8
   ADVISORY SERVICES NETWORK, LLC 3519 *Closed 2024-03-31 0 $0 -110
   PFS Partners LLC 480 *Closed 2024-03-31 0 $0 -330
   Financial Gravity Wealth Inc. 1589 *New 2024-03-31 0 $0 0

  64 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results