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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
   STALEY CAPITAL ADVISERS INC 62 - 2024-03-31 85,000 $3,303,000 0
   RSM US WEALTH MANAGEMENT LLC 275 - 2024-03-31 25,669 $997,000 0
   HILL ISLAND FINANCIAL LLC 37 - 2024-03-31 15,719 $611,000 0
   LAKE STREET FINANCIAL LLC 210 - 2024-03-31 14,957 $581,000 0
   SAGE ADVISORY SERVICES, LTD.CO. 44 - 2024-03-31 11,514 $447,000 0
   Colorado Capital Management Inc. 63 - 2024-03-31 11,391 $443,000 0
   PARKSIDE FINANCIAL BANK & TRUST 211 - 2024-03-31 10,828 $421,000 0
   FIRST BUSINESS FINANCIAL SERVICES INC. 112 - 2024-03-31 11,645 $418,000 0
   WASHINGTON TRUST CO 216 - 2024-03-31 10,260 $399,000 0
   Laurel Wealth Planning LLC 45 - 2024-03-31 8,368 $325,000 0
   Relyea Zuckerberg Hanson LLC 189 - 2024-03-31 7,012 $272,000 0
   EVERGREEN CAPITAL MANAGEMENT LLC 674 - 2023-12-31 6,973 $250,000 0
   Baird Financial Group Inc. 1599 - 2023-12-31 6,345 $228,000 0
   PRIVATE TRUST CO NA 720 - 2024-03-31 4,085 $159,000 0
   Keener Financial Planning LLC 52 - 2024-03-31 3,798 $148,000 0
   BESSEMER GROUP INC 1106 - 2023-12-31 4,128 $148,000 0
   Key Financial Inc 257 - 2024-03-31 3,711 $133,000 0
   ATLAS CAPITAL ADVISORS LLC 461 - 2024-03-31 2,284 $89,000 0
   Coastal Capital Group Inc. 169 - 2023-06-30 2,487 $86,000 0
   McIlrath & Eck LLC 201 - 2024-03-31 2,177 $85,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 618 - 2024-03-31 1,984 $77,000 0
   Archer Investment Corp 382 - 2024-03-31 1,466 $57,000 0
   COLONIAL ASSET MANAGEMENT, INC. 340 - 2023-12-31 1,100 $40,000 0
   CWM LLC 2454 - 2024-03-31 980 $38,000 0
   EverSource Wealth Advisors LLC 1134 - 2023-12-31 693 $25,000 0
   Northwest Capital Management Inc 293 - 2024-03-31 606 $24,000 0
   Migdal Insurance & Financial Holdings Ltd. 294 - 2024-03-31 575 $22,000 0
   ZRC WEALTH MANAGEMENT LLC 309 - 2024-03-31 425 $17,000 0
   Smartleaf Asset Management LLC 751 - 2024-03-31 454 $16,000 0
   FTB Advisors Inc. 1492 - 2024-03-31 333 $13,000 0
   Carmichael Hill & Associates Inc. 506 - 2024-03-31 197 $8,000 0
   AllSquare Wealth Management LLC 414 - 2024-03-31 156 $6,000 0
   CFG ASSET MANAGEMENT LLC 293 - 2024-03-31 122 $5,000 0
   IFP Advisors Inc 2623 - 2023-12-31 60 $2,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC 565 - 2024-03-31 22 $1,000 0
   PROEQUITIES INC. 3149 - 2024-03-31 0 $0 0

  36 Records found
  1    
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