Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Nushares Esg International Developed Markets Equity Etf (NUDM)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 98    5
Total shares held : 
10,015,647  
% of shares held : 
87.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  9  
Amount of shares held : 
-185,815  
% of shares held change : 
  -1.63%  
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 :
3
 61,423
 0.61%
 
Increased Positions :
42
 682,310
 6.81%
 
Unchanged Positions :
25
 209,607
 2.09%
 
Decreased Positions :
28
-465,419
-4.65%
 
Closed Positions :
8
-464,129
-4.63%
 
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  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Wealthfront Advisers LLC 57 - 2024-03-31 1,167,290 $36,268,000 55,758
   ROYAL BANK OF CANADA 1097 - 2023-12-31 725,757 $21,352,000 3,171
   BANK OF AMERICA CORP /DE/ 1806 - 2023-12-31 665,865 $19,590,000 67,438
   PERELLA WEINBERG PARTNERS CAPITAL MANAGEMENT LP 15 - 2023-12-31 440,799 $12,968,000 25,296
   Envestnet Portfolio Solutions Inc. 221 - 2024-03-31 341,107 $10,598,000 2,880
   MORGAN STANLEY 3287 - 2023-12-31 351,122 $10,330,000 45,575
   ENVESTNET ASSET MANAGEMENT INC 1495 - 2023-12-31 312,411 $9,191,000 29,383
   JANE STREET GROUP LLC 1057 - 2023-12-31 284,941 $8,383,000 284,941
   MISSION WEALTH MANAGEMENT LLC 96 - 2024-03-31 179,392 $5,574,000 7,329
   THRIVENT FINANCIAL FOR LUTHERANS 811 - 2023-12-31 161,642 $4,755,000 12,400
   Evolution Advisers Inc. 11 - 2024-03-31 131,887 $4,098,000 955
   UMB BANK N A/MO 188 - 2024-03-31 118,357 $3,677,000 523
   PFG Investments LLC 108 - 2024-03-31 101,987 $3,169,000 101,987
   Better Money Decisions LLC 11 - 2024-03-31 99,452 $3,090,000 4,655
   LPL FINANCIAL CORP 2148 - 2024-03-31 97,613 $3,033,000 2,167
   FLOW TRADERS U.S. LLC 184 - 2023-12-31 80,178 $2,359,000 52,840
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 544 - 2024-03-31 75,846 $2,357,000 6,206
   CREATIVE PLANNING 865 - 2023-12-31 77,995 $2,295,000 13,384
   OLD MISSION CAPITAL LLC 246 - 2023-12-31 73,316 $2,157,000 20,123
   Trademark Financial Management LLC 15 - 2024-03-31 57,802 $1,796,000 3,672
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 263 - 2024-03-31 56,911 $1,768,000 2,026
   COMMONWEALTH EQUITY SERVICES LLC. 2038 - 2024-03-31 42,491 $1,320,000 2,140
   Sowell Financial Services LLC 306 - 2024-03-31 41,202 $1,280,000 8,807
   CX Institutional 252 - 2024-03-31 39,160 $1,217,000 1,677
   Bond & Devick Financial Network Inc. 28 - 2024-03-31 35,263 $1,096,000 1,055
   FINANCIAL ARCHITECTS INC 134 - 2023-06-30 36,392 $1,054,000 17
   Private Advisor Group LLC 1137 - 2024-03-31 33,886 $1,053,000 17,350
   WHITTIER TRUST CO OF NEVADA INC 285 - 2024-03-31 31,304 $972,000 9,224
   WHITTIER TRUST CO 367 - 2024-03-31 31,076 $965,000 11,207
   ADVISORY SERVICES NETWORK, LLC 727 - 2024-03-31 28,872 $897,000 902
   Personal Resources Investment & Strategic Manageme 34 - 2024-03-31 24,665 $766,000 1,838
   MML INVESTORS SERVICES LLC 1541 - 2023-12-31 24,806 $730,000 11,327
   McNamara Financial Services Inc. 34 - 2024-03-31 22,665 $704,000 898
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1085 - 2023-12-31 23,844 $701,000 13,199
   US FINANCIAL ADVISORS LLC 43 - 2023-12-31 23,522 $692,000 1,619
   Fountainhead AM LLC 61 - 2024-03-31 17,634 $548,000 1,224
   Wealth Architects LLC 111 - 2023-12-31 16,383 $482,000 39
   IMPACTfolio LLC 23 - 2024-03-31 13,437 $417,000 1,431
   Legacy Financial Group LLC 71 - 2024-03-31 13,127 $408,000 13,127
   FLYNN ZITO CAPITAL MANAGEMENT LLC 66 - 2024-03-31 13,036 $405,000 13,036
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2658 - 2024-03-31 12,723 $395,000 1,004
   US BANCORP 1636 - 2024-03-31 12,620 $392,000 1,726
   CAPTRUST FINANCIAL ADVISORS 1972 - 2023-12-31 12,320 $362,000 161
   SCHMIDT P J INVESTMENT MANAGEMENT INC 146 - 2024-03-31 10,459 $325,000 688
   Wescott Financial Advisory Group LLC 129 - 2023-12-31 10,990 $323,000 609
   Goss Wealth Management LLC 1563 - 2023-12-31 9,479 $274,000 1,055
   Evergreen Private Wealth LLC 68 - 2024-03-31 7,105 $221,000 679
   BAYSTATE WEALTH MANAGEMENT LLC 225 - 2023-12-31 5,348 $157,000 167
   CREATIVE FINANCIAL DESIGNS INC /ADV 623 - 2024-03-31 2,427 $75,000 490
   NBC SECURITIES INC. 1876 - 2024-03-31 147 $4,000 65

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