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Get Institutions for : 
Nushares Esg Large Cap Growth Etf (NULG)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 176    6
Total shares held : 
 13,013,302  
% of shares held : 
 11.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -13  
Amount of shares held : 
 -576,715  
% of shares held change : 
   -0.53%  
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 :
7
 26,496
 0.2%
 
Increased Positions :
65
 526,050
 4.04%
 
Unchanged Positions :
32
 112,906
 0.87%
 
Decreased Positions :
72
-1,010,776
-7.77%
 
Closed Positions :
13
-118,485
-0.91%
 
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
   TIAA TRUST NATIONAL ASSOCIATION 40 - 2024-03-31 2,499,671 $190,675,000 110,463
   LPL FINANCIAL CORP 494 - 2024-03-31 761,544 $58,091,000 120,763
   COMMONWEALTH EQUITY SERVICES LLC. 370 - 2024-03-31 396,110 $30,215,000 27,813
   MORGAN STANLEY 2456 - 2023-12-31 357,973 $24,868,000 34,524
   ENVESTNET ASSET MANAGEMENT INC 1070 - 2023-12-31 269,630 $18,731,000 2,750
   Refined Wealth Management 2 - 2024-03-31 235,139 $17,936,000 689
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 808 - 2024-03-31 128,289 $9,786,000 28,967
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 548 - 2024-03-31 98,141 $7,486,000 4,729
   BANK OF NEW YORK MELLON CORP 2230 - 2024-03-31 77,372 $5,902,000 8,061
   Francis Financial Inc. 12 - 2024-03-31 76,498 $5,835,000 2,803
   Private Advisor Group LLC 418 - 2024-03-31 75,013 $5,722,000 3,419
   One Capital Management LLC 114 - 2024-03-31 59,184 $4,515,000 1,205
   Global Retirement Partners LLC 138 - 2024-03-31 57,875 $4,415,000 10,939
   CAPTRUST FINANCIAL ADVISORS 610 - 2023-12-31 61,175 $4,250,000 3,243
   ROYAL BANK OF CANADA 2033 - 2023-12-31 59,014 $4,100,000 19,359
   UMB BANK N A/MO 181 - 2024-03-31 52,827 $4,030,000 86
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 498 - 2024-03-31 42,140 $3,214,000 1,471
   Laurel Wealth Planning LLC 18 - 2024-03-31 37,033 $2,825,000 957
   Mascoma Wealth Management LLC 21 - 2024-03-31 29,371 $2,240,000 5,469
   L & S ADVISORS INC 109 - 2024-03-31 29,247 $2,231,000 53
   CITADEL ADVISORS LLC 2234 - 2023-12-31 31,573 $2,193,000 31,573
   COLDSTREAM CAPITAL MANAGEMENT INC 185 - 2023-12-31 27,484 $1,909,000 818
   Golden State Equity Partners 54 - 2023-12-31 25,537 $1,774,000 1,155
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 384 - 2023-12-31 23,191 $1,611,000 531
   Equita Financial Network Inc. 32 - 2024-03-31 20,014 $1,527,000 8,434
   PNC FINANCIAL SERVICES GROUP INC 1000 - 2024-03-31 19,746 $1,506,000 236
   Revolve Wealth Partners LLC 53 - 2024-03-31 19,592 $1,494,000 1,384
   Trademark Financial Management LLC 19 - 2024-03-31 18,677 $1,425,000 2,988
   CX Institutional 229 - 2024-03-31 18,573 $1,417,000 1,635
   NATIONAL ASSET MANAGEMENT, INC. 446 - 2023-12-31 19,753 $1,373,000 3,544
   RAYMOND JAMES & ASSOCIATES 2401 - 2024-03-31 17,246 $1,316,000 3,504
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 306 - 2024-03-31 17,023 $1,299,000 789
   IHT Wealth Management LLC 330 - 2023-12-31 17,782 $1,235,000 654
   FINANCIAL NETWORK 1271 - 2023-12-31 16,716 $1,161,000 578
   MARINER WEALTH ADVISORS, LLC 1383 - 2023-12-31 15,266 $1,061,000 9,297
   Curtis Advisory Group LLC 45 - 2024-03-31 13,620 $1,039,000 3,641
   Redwood Financial Network Corp 34 - 2024-03-31 13,388 $1,021,000 3,323
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 212 - 2024-03-31 9,898 $755,000 350
   EP WEALTH ADVISORS, INC. 418 - 2023-12-31 10,359 $720,000 5,009
   BB&T CORP 1755 - 2023-12-31 10,061 $699,000 704
   LINCOLN NATIONAL CORP 636 - 2024-03-31 8,723 $665,000 4
   MML INVESTORS SERVICES LLC 1595 - 2023-12-31 9,398 $653,000 2,102
   MARINO STRAM & ASSOCIATES LLC 99 - 2024-03-31 8,365 $638,000 5
   Falcon Wealth Planning 69 - 2024-03-31 8,104 $618,000 438
   COMMERCE BANK N A/MO 779 - 2024-03-31 8,039 $613,000 140
   FLAGSHIP HARBOR ADVISORS LLC 347 - 2024-03-31 7,668 $585,000 450
   Legacy Financial Group LLC 61 - 2024-03-31 7,643 $583,000 7,643
   Wescott Financial Advisory Group LLC 98 - 2023-12-31 7,838 $545,000 316
   Berkshire Bank 96 - 2024-03-31 7,121 $543,000 472
   HTLF Bank 144 - 2024-03-31 6,735 $514,000 1,050
   Sigma Planning Corp 755 - 2024-03-31 6,488 $495,000 6,488
   PROEQUITIES INC. 452 - 2024-03-31 6,225 $475,000 6
   HPM Partners LLC - 2023-12-31 6,842 $475,000 1,676
   WSFS CAPITAL MANAGEMENT LLC 300 - 2024-03-31 5,727 $437,000 1,259
   Fountainhead AM LLC 72 - 2024-03-31 5,580 $426,000 350
   Capital Market Strategies LLC 74 - 2024-03-31 5,341 $407,000 2
   CREATIVE PLANNING 1847 - 2023-12-31 5,844 $406,000 1,375
   Atria Wealth Solutions Inc. 1309 - 2023-12-31 5,815 $404,000 1,726
   Farther Finance Advisors LLC 408 - 2023-12-31 5,298 $368,000 1,217
   HANSON MCCLAIN, INC. 626 - 2024-03-31 4,798 $366,000 35
   LexAurum Advisors LLC 195 - 2024-03-31 4,675 $357,000 653
   H D Vest Advisory Services 1256 - 2024-03-31 4,194 $320,000 209
   McAdam LLC 217 - 2024-03-31 4,171 $318,000 363
   Per Stirling Capital Management LLC. 177 - 2023-12-31 4,187 $291,000 220
   Cornerstone Planning Group LLC 63 - 2024-03-31 3,584 $266,000 3
   Beacon Financial Advisory LLC 199 - 2024-03-31 3,330 $254,000 2
   VERUS CAPITAL PARTNERS LLC 305 - 2024-03-31 3,132 $239,000 3,132
   TOWER RESEARCH CAPITAL LLC 2131 - 2023-12-31 2,760 $192,000 655
   PRINCIPAL SECURITIES INC. 1214 - 2024-03-31 1,494 $114,000 236
   CREATIVE FINANCIAL DESIGNS INC /ADV 548 - 2024-03-31 1,405 $107,000 235
   FMR LLC 3073 - 2023-12-31 1,385 $96,000 263
   ICA Group Wealth Management LLC 380 - 2023-12-31 1,264 $88,000 1,264
   Coppell Advisory Solutions LLC 437 - 2023-12-31 945 $66,000 945
  73 Records found
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