NUDM Institutional Ownership
Nuveen ESG International Developed Markets Equity
1W: -1.7%
1M: -3.0%
3M: -2.1%
YTD: +8.4%
1Y: +12.5%
3Y: +67.9%
5Y: +48.9%
$39.66
+0.41 (+1.04%)
Weekly Expected Move ±2.0%
$38
$39
$40
$40
$41
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — NUDM
162
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
545M
Total Invested
15
New Positions
59
Increased
49
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (173 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 2,172,754 | $86M | +11,324 | +0.5% | 2Q | SEC ↗ |
| 2 | Wealthfront Advisers LLC | 1,646,694 | $65M | +9,076 | +0.6% | 20Q | SEC ↗ |
| 3 | ROYAL BANK OF CANADA | 1,321,818 | $52M | +5,950 | +0.5% | 34Q | SEC ↗ |
| 4 | ENVESTNET ASSET MANAGEMENT INC | 857,223 | $34M | +50,698 | +6.3% | 26Q | SEC ↗ |
| 5 | MORGAN STANLEY | 840,715 | $33M | +30,650 | +3.8% | 19Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 789,067 | $31M | +69,383 | +9.6% | 15Q | SEC ↗ |
| 7 | Cambridge Investment Research Advisors | 474,012 | $19M | -5,907 | -1.2% | 30Q | SEC ↗ |
| 8 | WCG Wealth Advisors LLC | 415,013 | $16M | +41,317 | +11.1% | 17Q | SEC ↗ |
| 9 | MISSION WEALTH MANAGEMENT, LP | 299,935 | $12M | +62,390 | +26.3% | 23Q | SEC ↗ |
| 10 | Ameritas Advisory Services, LLC | 274,056 | $11M | +110,238 | +67.3% | 7Q | SEC ↗ |
| 11 | UBS Group AG | 271,289 | $11M | +129,002 | +90.7% | 35Q | SEC ↗ |
| 12 | PFG Investments, LLC | 253,459 | $10M | +6,763 | +2.7% | 10Q | SEC ↗ |
| 13 | Evolution Advisers, Inc. | 208,235 | $8M | -281 | -0.1% | 19Q | SEC ↗ |
| 14 | LPL Financial LLC | 197,291 | $8M | +9,053 | +4.8% | 35Q | SEC ↗ |
| 15 | Clarity Asset Management, Inc. | 176,041 | $7M | -110,264 | -38.5% | 5Q | SEC ↗ |
| 16 | Thrivent Financial for Lutherans | 152,168 | $6M | +3,859 | +2.6% | 24Q | SEC ↗ |
| 17 | Advisory Services Network, LLC | 136,853 | $5M | +4,887 | +3.7% | 19Q | SEC ↗ |
| 18 | 3EDGE Asset Management, LP | 135,264 | $5M | +69,267 | +105.0% | 7Q | SEC ↗ |
| 19 | Cetera Investment Advisers | 127,555 | $5M | +2,755 | +2.2% | 23Q | SEC ↗ |
| 20 | ASSETMARK, INC | 127,349 | $5M | +986 | +0.8% | 17Q | SEC ↗ |
| 21 | EP Wealth Advisors, LLC | 122,362 | $5M | -6,361 | -4.9% | 3Q | SEC ↗ |
| 22 | Allodium Investment Consultants, LLC | 119,655 | $5M | +5,644 | +5.0% | 7Q | SEC ↗ |
| 23 | Brio Consultants, LLC | 104,411 | $4M | +880 | +0.8% | 31Q | SEC ↗ |
| 24 | Cerity Partners OCIO LLC | 102,152 | $4M | -52,602 | -34.0% | 6Q | SEC ↗ |
| 25 | Johnson Financial Group, Inc. | 101,519 | $4M | +753 | +0.7% | 3Q | SEC ↗ |
| 26 | FLOW TRADERS U.S. LLC NEW | 100,862 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Creative Planning | 100,344 | $4M | +2,844 | +2.9% | 16Q | SEC ↗ |
| 28 | OPPENHEIMER ASSET MANAGEMENT INC. | 90,069 | $4M | +280 | +0.3% | 22Q | SEC ↗ |
| 29 | UMB Bank, n.a. | 88,705 | $4M | -1,637 | -1.8% | 34Q | SEC ↗ |
| 30 | Vestmark Advisory Solutions, Inc. | 81,591 | $3M | -14,535 | -15.1% | 21Q | SEC ↗ |
| 31 | Clarity Wealth Development LLC | 66,412 | $3M | -44,650 | -40.2% | 7Q | SEC ↗ |
| 32 | NewEdge Advisors, LLC | 59,488 | $2M | -3,722 | -5.9% | 15Q | SEC ↗ |
| 33 | &PARTNERS | 55,689 | $2M | +5,826 | +11.7% | 5Q | SEC ↗ |
| 34 | Bond & Devick Financial Network, Inc. | 55,553 | $2M | +329 | +0.6% | 15Q | SEC ↗ |
| 35 | RAYMOND JAMES FINANCIAL INC | 55,532 | $2M | +11,288 | +25.5% | 7Q | SEC ↗ |
| 36 | OSAIC HOLDINGS, INC. | 54,413 | $2M | +9,119 | +20.1% | 26Q | SEC ↗ |
| 37 | Cerity Partners Retirement Plan Adviso | 53,941 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 38 | JANE STREET GROUP, LLC | 47,788 | $2M | +10,928 | +29.6% | 2Q | SEC ↗ |
| 39 | COMMONWEALTH EQUITY SERVICES, LLC | 44,930 | $2M | -704 | -1.5% | 27Q | SEC ↗ |
| 40 | Empirical Financial Services, LLC d.b. | 44,930 | $2M | — | +0.0% | 17Q | SEC ↗ |
| 41 | HighTower Advisors, LLC | 43,341 | $2M | -175 | -0.4% | 35Q | SEC ↗ |
| 42 | NATURAL INVESTMENTS, LLC | 43,327 | $2M | +16,838 | +63.6% | 3Q | SEC ↗ |
| 43 | Colorado Capital Management, Inc. | 40,106 | $2M | +1,608 | +4.2% | 9Q | SEC ↗ |
| 44 | McNamara Financial Services, Inc. | 38,802 | $2M | +137 | +0.4% | 21Q | SEC ↗ |
| 45 | WHITTIER TRUST CO OF NEVADA INC | 38,476 | $2M | — | +0.0% | 22Q | SEC ↗ |
| 46 | Ledyard National Bank | 38,275 | $2M | -700 | -1.8% | 9Q | SEC ↗ |
| 47 | CGN Advisors LLC | 37,677 | $1M | +12 | +0.0% | 10Q | SEC ↗ |
| 48 | MML INVESTORS SERVICES, LLC | 36,920 | $1M | +1,682 | +4.8% | 14Q | SEC ↗ |
| 49 | CARY STREET PARTNERS FINANCIAL LLC | 34,365 | $1M | — | +0.0% | 7Q | SEC ↗ |
| 50 | Vontobel Holding Ltd. | 32,983 | $1M | -466 | -1.4% | 7Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| FLOW TRADERS U.S. LLC | 100,862 | $4M |
| CITADEL ADVISORS LLC | 10,932 | $434K |
| MERCER GLOBAL ADVISORS INC /ADV | 9,639 | $382K |
| Janney Montgomery Scott LLC | 6,190 | $245K |
| Vise Technologies, Inc. | 5,951 | $236K |
| Etesian Wealth Advisors, Inc. | 5,921 | $235K |
| SILVER OAK SECURITIES, INCORPORATED | 5,540 | $220K |
| Modera Wealth Management, LLC | 5,364 | $213K |
| Alpha Financial Partners LLC | 5,220 | $207K |
| Legacy Edge Advisors, LLC | 5,205 | $206K |
| FIDUCIARY FINANCIAL ADVISORS | 680 | $27K |
| Global Retirement Partners, LLC | 492 | $20K |
| Silver Grove Financial Group, Inc. | 384 | $15K |
| AMERIFLEX GROUP, INC. | 268 | $11K |
| Kroeger Financial Partners | 237 | $9K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 380,621 | $15M |
| HRT FINANCIAL LP | 161,978 | $6M |
| Redhawk Wealth Advisors, Inc. | 24,302 | $964K |
| GOLDMAN SACHS GROUP INC | 20,663 | $819K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,819 | $469K |
| Legacy Financial Group LLC | 8,061 | $320K |
| Private Advisor Group, LLC | 6,628 | $263K |
| Beacon Pointe Advisors, LLC | 5,975 | $237K |
| Evergreen Private Wealth LLC | 5,007 | $199K |
| Kestra Advisory Services, LLC | 3,601 | $143K |
| FLAGSHIP HARBOR ADVISORS, LLC | 757 | $30K |
| Lloyd Advisory Services, LLC. | 677 | $27K |
| WealthShield Partners, LLC | 510 | $20K |
| Elyxium Wealth, LLC | 412 | $16K |
| Western Wealth Management, LLC | 301 | $12K |
| Measured Wealth Private Client Grou | 24 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | +129,002 | +90.7% | 271,289 |
| Ameritas Advisory Services, LLC | +110,238 | +67.3% | 274,056 |
| BANK OF AMERICA CORP /DE | +69,383 | +9.6% | 789,067 |
| 3EDGE Asset Management, LP | +69,267 | +105.0% | 135,264 |
| MISSION WEALTH MANAGEMENT, LP | +62,390 | +26.3% | 299,935 |
| ENVESTNET ASSET MANAGEMENT INC | +50,698 | +6.3% | 857,223 |
| WCG Wealth Advisors LLC | +41,317 | +11.1% | 415,013 |
| MORGAN STANLEY | +30,650 | +3.8% | 840,715 |
| NATURAL INVESTMENTS, LLC | +16,838 | +63.6% | 43,327 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | +11,324 | +0.5% | 2,172,754 |
| RAYMOND JAMES FINANCIAL INC | +11,288 | +25.5% | 55,532 |
| JANE STREET GROUP, LLC | +10,928 | +29.6% | 47,788 |
| Orion Porfolio Solutions, LLC | +9,980 | +67.0% | 24,886 |
| OSAIC HOLDINGS, INC. | +9,119 | +20.1% | 54,413 |
| Wealthfront Advisers LLC | +9,076 | +0.6% | 1,646,694 |
| LPL Financial LLC | +9,053 | +4.8% | 197,291 |
| Perennial Investment Advisors, LLC | +6,834 | +28.4% | 30,886 |
| PFG Investments, LLC | +6,763 | +2.7% | 253,459 |
| ROYAL BANK OF CANADA | +5,950 | +0.5% | 1,321,818 |
| &PARTNERS | +5,826 | +11.7% | 55,689 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Clarity Asset Management, Inc. | -110,264 | -38.5% | 176,041 |
| Verus Advisory, Inc. | -53,941 | -100.0% | 0 |
| Cerity Partners OCIO LLC | -52,602 | -34.0% | 102,152 |
| Mariner, LLC | -51,913 | -70.2% | 22,062 |
| Clarity Wealth Development LLC | -44,650 | -40.2% | 66,412 |
| Vestmark Advisory Solutions, Inc. | -14,535 | -15.1% | 81,591 |
| Lido Advisors, LLC | -9,674 | -59.7% | 6,533 |
| Tolleson Wealth Management, Inc. | -8,500 | -37.0% | 14,479 |
| EP Wealth Advisors, LLC | -6,361 | -4.9% | 122,362 |
| Cambridge Investment Research Advis | -5,907 | -1.2% | 474,012 |
| NORTHERN TRUST CORP | -3,815 | -10.6% | 32,287 |
| NewEdge Advisors, LLC | -3,722 | -5.9% | 59,488 |
| LOCKERMAN FINANCIAL GROUP, INC. | -3,030 | -26.6% | 8,353 |
| Robertson Stephens Wealth Managemen | -2,417 | -27.1% | 6,514 |
| Mutual Advisors, LLC | -1,883 | -25.1% | 5,617 |
| Curtis Advisory Group, LLC | -1,827 | -19.4% | 7,604 |
| Stratos Wealth Partners, LTD. | -1,692 | -6.4% | 24,926 |
| UMB Bank, n.a. | -1,637 | -1.8% | 88,705 |
| Trust Co | -1,545 | -4.9% | 29,952 |
| Prism Advisors, Inc. | -1,293 | -4.3% | 28,480 |