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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 210    2
Total shares held : 
34,756,760  
% of shares held : 
13.93%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -14  
Amount of shares held : 
-1,040,049  
% of shares held change : 
  -0.42%  
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 :
15
 405,165
 1.17%
 
Increased Positions :
70
 910,148
 2.62%
 
Unchanged Positions :
39
 804,470
 2.31%
 
Decreased Positions :
86
-2,173,551
-6.25%
 
Closed Positions :
13
-181,811
-0.52%
 
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
   Global Assets Advisory LLC 135 *New 2024-03-31 99,794 $2,584,000 99,794
   Gateway Wealth Partners LLC 61 *New 2023-12-31 29,272 $1,051,000 29,272
   DUBUQUE BANK & TRUST CO 180 *New 2023-09-30 8,531 $287,000 8,531
   Benchmark Investment Advisors LLC 265 *New 2023-12-31 7,395 $266,000 7,395
   Householder Group Estate & Retirement Specialist L 210 *New 2024-03-31 6,626 $257,000 6,626
   HPM Partners LLC *New 2023-12-31 6,874 $247,000 6,874
   Financial Advocates Investment Management 691 *New 2024-03-31 5,647 $219,000 5,647
   CARRET ASSET MANAGEMENT 250 *New 2024-03-31 5,450 $212,000 5,450
   Paulson Wealth Management Inc. 138 *New 2024-03-31 5,315 $207,000 5,315
   Empower Advisory Group LLC 485 *New 2024-03-31 5,285 $205,000 5,285
   BLAIR WILLIAM & CO/IL 1444 *New 2024-03-31 3,954 $154,000 3,954
   Farther Finance Advisors LLC 1045 *New 2023-12-31 1,331 $48,000 1,331
   Orion Capital Management LLC 329 *New 2024-03-31 470 $18,000 470
   MATHER GROUP, INC. 1660 *New 2024-03-31 30 $1,000 30

  14 Records found
  1    
  Page 1 of 1
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