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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 1731 - 2023-12-31 200,000 $7,792,000 0
   Tolleson Wealth Management Inc. 29 - 2023-12-31 42,688 $1,663,000 7,850
   BANK OF AMERICA CORP /DE/ 3936 - 2023-12-31 28,312 $1,103,000 14,847
   GOLDMAN SACHS GROUP INC/ 3610 - 2023-12-31 20,921 $815,000 0
   LPL FINANCIAL CORP 3564 - 2023-12-31 13,549 $528,000 45
   RETIREMENT CAPITAL STRATEGIES 53 - 2023-12-31 12,810 $499,000 1,628
   3EDGE Asset Management LP 45 - 2023-12-31 9,393 $366,000 -11
   Advisor Group Holdings Inc. 3490 - 2023-12-31 8,552 $333,000 0
   HIGHTOWER ADVISORS, LLC 2591 - 2023-12-31 8,191 $321,000 -954
   FINANCIAL ARCHITECTS INC 260 - 2023-06-30 8,261 $300,000 2,173
   Private Advisor Group LLC - 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 259 - 2023-12-31 2,800 $109,000 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 - 2024-03-31 825 $36,000 0
   UBS Group AG 6057 - 2023-12-31 274 $11,000 180
   HORIZON INVESTMENTS, LLC/SC 645 - 2023-12-31 83 $3,000 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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6179 *Closed 2023-12-31 0 $0 -7,678
   Wealth Architects LLC 200 *Closed 2023-12-31 0 $0 -8,573
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   TOWER RESEARCH CAPITAL LLC 6016 *Closed 2023-12-31 0 $0 -15,271
  25 Records found
  1    
  Page 1 of 1
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