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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   BANK OF AMERICA CORP /DE/ 313 - 2023-12-31 13,773,446 $494,604,000 -394,254
   TIAA FSB 38 - 2023-06-30 4,686,676 $162,393,000 -110,119
   J P MORGAN CHASE & CO 1084 - 2024-03-31 1,542,860 $59,956,000 -7,387
   MORGAN STANLEY 2150 - 2023-12-31 915,622 $32,880,000 -145,586
   UBS Group AG 948 - 2023-12-31 772,418 $27,738,000 -31,613
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 241 - 2024-03-31 545,294 $21,190,000 -29,138
   Money Design Co.Ltd. 24 - 2024-03-31 498,585 $19,375,000 -4,503
   Envestnet Portfolio Solutions Inc. 195 - 2024-03-31 326,123 $12,673,000 -2,475
   AMERIPRISE FINANCIAL INC 1737 - 2023-12-31 274,252 $9,848,000 -20,433
   FUND EVALUATION GROUP LLC 14 - 2024-03-31 236,716 $9,199,000 -40,482
   HIGHTOWER ADVISORS, LLC 767 - 2024-03-31 207,054 $8,043,000 -16,821
   BSW WEALTH PARTNERS 21 - 2024-03-31 164,644 $6,398,000 -4,977
   Ropes Wealth Advisors LLC 19 - 2023-09-30 174,479 $5,861,000 -2,965
   Adviser Investments LLC 137 - 2024-03-31 145,687 $5,661,000 -6,238
   CI Private Wealth LLC 679 - 2024-03-31 145,571 $5,657,000 -15,978
   Ameritas Advisory Services LLC 74 - 2023-12-31 155,945 $5,600,000 -91,707
   Beacon Pointe Advisors LLC 258 - 2023-12-31 153,258 $5,503,000 -14,193
   REGATTA CAPITAL GROUP LLC 18 - 2024-03-31 136,731 $5,313,000 -79,994
   Cetera Investment Advisers 422 - 2023-12-31 145,210 $5,214,000 -4,897
   Vestmark Advisory Solutions Inc. 89 - 2023-12-31 139,379 $5,005,000 -2,017
   Goss Wealth Management LLC 357 - 2023-12-31 132,320 $4,758,000 -4,400
   ROYAL BANK OF CANADA 2047 - 2023-12-31 112,467 $4,038,000 -110,992
   PFG FINANCIAL ADVISORS 42 - 2024-03-31 94,912 $3,688,000 -192
   EP WEALTH ADVISORS, INC. 200 - 2023-12-31 93,966 $3,374,000 -21,144
   ADVISORY SERVICES NETWORK, LLC 343 - 2024-03-31 77,516 $3,012,000 -27,148
   Concord Wealth Partners 48 - 2024-03-31 75,028 $2,916,000 -22,517
   SAVANT CAPITAL MANAGEMENT INC 283 - 2024-03-31 68,767 $2,672,000 -1,043
   Opes Wealth Management LLC 38 - 2024-03-31 66,740 $2,594,000 -3,115
   PUTNAM FL INVESTMENT MANAGEMENT CO 190 - 2024-03-31 65,789 $2,557,000 -4,862
   HSBC HOLDINGS PLC 1156 - 2023-12-31 59,893 $2,151,000 -7,001
   Advisor Group Holdings Inc. 1637 - 2024-03-31 55,281 $2,148,000 -27,151
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 746 - 2023-09-30 57,639 $1,936,000 -9,513
   Private Advisor Group LLC 827 - 2024-03-31 49,508 $1,924,000 -5,825
   RAYMOND JAMES & ASSOCIATES 2207 - 2024-03-31 46,419 $1,804,000 -1,224
   PFS INVESTMENTS INC. 336 - 2023-06-30 52,060 $1,804,000 -618
   BANK OF OKLAHOMA NATIONAL ASSOCIATION / 372 - 2023-12-31 47,186 $1,694,000 -1,066
   BAILARD BIEHL & KAISER INC 255 - 2024-03-31 39,217 $1,524,000 -1,001
   Orion Portfolio Solutions LLC 807 - 2024-03-31 37,168 $1,444,000 -20,630
   MARINER WEALTH ADVISORS, LLC 1266 - 2023-12-31 35,968 $1,292,000 -2,264
   Emerald Investment Partners LLC 132 - 2024-03-31 30,028 $1,167,000 -191
   HARVEST GROUP WEALTH MANAGEMENT LLC 26 - 2023-03-31 30,199 $1,029,000 -2,562
   FINANCIAL NETWORK 1377 - 2023-12-31 27,738 $996,000 -4,861
   RFG Advisory Group LLC 374 - 2024-03-31 23,654 $919,000 -1,366
   FINANCIAL ARCHITECTS INC 151 - 2023-06-30 26,084 $904,000 -855
   LOCKERMAN FINANCIAL GROUP INC. 11 - 2024-03-31 22,569 $877,000 -347
   KINGSWOOD WEALTH ADVISORS LLC 227 - 2024-03-31 22,150 $861,000 -18,100
   SAGE FINANCIAL GROUP INC 55 - 2024-03-31 19,539 $759,000 -791
   One Capital Management LLC 200 - 2024-03-31 18,558 $721,000 -19,995
   AdvisorNet Financial Inc 250 - 2024-03-31 18,493 $719,000 -2,492
   Walkner Condon Financial Advisors LLC 118 - 2024-03-31 18,404 $715,000 -117
   Trademark Financial Management LLC 45 - 2024-03-31 16,944 $658,000 -8,014
   RICHARD BERNSTEIN ADVISORS LLC 203 - 2024-03-31 16,203 $630,000 -29,600
   SUMMIT INVESTMENT ADVISORS INC 748 - 2023-12-31 16,358 $587,000 -130
   US BANCORP 1437 - 2024-03-31 14,168 $551,000 -1,062
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 293 - 2024-03-31 12,585 $489,000 -669
   DDFG Inc 46 - 2024-03-31 12,173 $473,000 -712
   DAVIDSON D A & CO 978 - 2023-12-31 13,177 $473,000 -2,887
   SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 128 - 2023-12-31 12,827 $461,000 -2,547
   RTD Financial Advisors Inc. 78 - 2024-03-31 11,746 $456,000 -559
   First Pacific Financial 104 - 2024-03-31 9,476 $368,000 -355
   Trust Co 94 - 2024-03-31 9,227 $359,000 -1,381
   GREAT VALLEY ADVISOR GROUP INC. 585 - 2024-03-31 8,455 $328,000 -11
   Rede Wealth LLC 76 - 2024-03-31 7,724 $300,000 -3,223
   Wealthcare Advisory Partners LLC 676 - 2024-03-31 7,489 $291,000 -98
   CIC Wealth LLC 132 - 2024-03-31 6,977 $271,000 -1,978
   BCJ Capital Management LLC 256 - 2023-12-31 7,395 $266,000 -691
   Integrated Wealth Concepts LLC 1315 - 2023-12-31 7,251 $260,000 -539
   MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 40 - 2024-03-31 5,965 $232,000 -1,812
   Tortoise Investment Management LLC 204 - 2024-03-31 5,465 $212,000 -600
   CREATIVE PLANNING 2388 - 2023-12-31 5,779 $208,000 -4,806
   Qube Research & Technologies Ltd 2708 - 2023-12-31 2,662 $96,000 -2,036
   Westside Investment Management Inc. 498 - 2024-03-31 500 $19,000 -450
   TOWER RESEARCH CAPITAL LLC 3895 - 2023-12-31 397 $14,000 -31,808
   Geneos Wealth Management Inc. 1517 - 2024-03-31 275 $11,000 -172
   CITIGROUP INC 4370 - 2024-03-31 100 $4,000 -150
   DHJJ Financial Advisors Ltd. 520 - 2024-03-31 76 $3,000 -35
   Clear Perspectives Financial Planning LLC 170 - 2023-03-31 46 $2,000 -41
  77 Records found
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