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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 215    2
Total shares held : 
19,807,173  
% of shares held : 
87.06%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  10  
Amount of shares held : 
-572,851  
% of shares held change : 
  -2.52%  
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
 181,461
 0.92%
 
Increased Positions :
82
 678,794
 3.43%
 
Unchanged Positions :
48
 384,346
 1.94%
 
Decreased Positions :
70
-1,258,547
-6.35%
 
Closed Positions :
17
-174,559
-0.88%
 
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
   Cable Hill Partners LLC 19 - 2024-03-31 99,572 $3,802,000 0
   Addison Advisors LLC 64 - 2024-03-31 23,820 $991,000 0
   Scott Capital Advisors LLC 26 - 2024-03-31 22,039 $901,000 0
   LEVEL FOUR ADVISORY SERVICES LLC 389 - 2024-03-31 16,782 $656,000 0
   RAYMOND JAMES TRUST CO 601 - 2024-03-31 15,644 $651,000 0
   MILESTONE GROUP INC 132 - 2024-03-31 11,788 $490,000 0
   Sound Stewardship LLC 42 - 2024-03-31 11,417 $475,000 0
   FRANKLIN RESOURCES INC 2184 - 2024-03-31 10,435 $434,000 0
   TRUST CO OF TOLEDO NA /OH/ 177 - 2024-03-31 9,752 $406,000 0
   Vista Wealth Management Group LLC 141 - 2024-03-31 8,890 $370,000 0
   Bond & Devick Financial Network Inc. 92 - 2024-03-31 8,760 $364,000 0
   ACROPOLIS INVESTMENT MANAGEMENT, LLC 170 - 2024-03-31 8,700 $362,000 0
   HARRINGTON INVESTMENTS INC 67 - 2024-03-31 8,454 $352,000 0
   Blue Barn Wealth LLC 76 - 2024-03-31 8,377 $348,000 0
   SOA Wealth Advisors LLC. 144 - 2024-03-31 7,144 $297,000 0
   SAGE FINANCIAL GROUP INC 91 - 2024-03-31 6,978 $290,000 0
   Savvy Advisors Inc. 176 - 2024-03-31 6,532 $272,000 0
   Curtis Advisory Group LLC 81 - 2024-03-31 6,427 $267,000 0
   Advisory Alpha LLC 341 - 2024-03-31 5,917 $246,000 0
   LINCOLN NATIONAL CORP 1046 - 2024-03-31 5,724 $238,000 0
   LITMAN GREGORY ASSET MANAGEMENT LLC 125 - 2024-03-31 5,273 $219,000 0
   Wealthcare Advisory Partners LLC 744 - 2024-03-31 5,244 $218,000 0
   PRIVATE TRUST CO NA 667 - 2024-03-31 4,525 $188,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 369 - 2024-03-31 3,203 $133,000 0
   BESSEMER GROUP INC 1158 - 2024-03-31 2,652 $110,000 0
   KISTLERTIFFANY COMPANIES, LLC 404 - 2023-06-30 2,702 $100,000 0
   IAG Wealth Partners LLC 124 - 2024-03-31 2,198 $91,000 0
   Coastal Capital Group Inc. 196 - 2023-06-30 1,696 $63,000 0
   ARROW FINANCIAL CORP 194 - 2023-12-31 1,555 $61,000 0
   Koesten Hirschmann & Crabtree INC. 76 - 2023-12-31 990 $39,000 0
   PRINCIPAL SECURITIES INC. 1784 - 2024-03-31 721 $30,000 0
   Richardson Capital Management LLC 89 - 2024-03-31 624 $26,000 0
   Retirement Group LLC 346 - 2024-03-31 557 $23,000 0
   DB Wealth Management Group LLC 233 - 2023-12-31 503 $20,000 0
   Archer Investment Corp 532 - 2024-03-31 450 $19,000 0
   Winthrop Capital Management LLC 107 - 2024-03-31 382 $16,000 0
   Crewe Advisors LLC 552 - 2024-03-31 340 $14,000 0
   Global Retirement Partners LLC 2022 - 2024-03-31 279 $12,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1144 - 2024-03-31 232 $10,000 0
   Westside Investment Management Inc. 596 - 2024-03-31 250 $10,000 0
   FTB Advisors Inc. 1621 - 2024-03-31 204 $9,000 0
   Carmichael Hill & Associates Inc. 492 - 2024-03-31 208 $9,000 0
   Dunhill Financial LLC 285 - 2024-03-31 160 $7,000 0
   Tortoise Investment Management LLC 698 - 2024-03-31 102 $4,000 0
   EverSource Wealth Advisors LLC 2090 - 2024-03-31 86 $3,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 390 - 2023-12-31 39 $2,000 0
   Bogart Wealth LLC 930 - 2024-03-31 51 $2,000 0
   Sound Income Strategies LLC 1109 - 2024-03-31 59 $2,000 0
   ADIRONDACK TRUST CO 476 - 2024-03-31 14 $1,000 0
   HORIZON INVESTMENTS, LLC/SC 702 - 2024-03-31 17 $1,000 0
   TUCKER ASSET MANAGEMENT LLC 875 - 2023-12-31 15 $1,000 0
   PROEQUITIES INC. 5851 - 2024-03-31 0 $0 0

  52 Records found
  1    
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