NUDV Institutional Ownership
Nuveen ESG Dividend
1W: -1.0%
1M: -5.5%
3M: -2.9%
YTD: +7.3%
1Y: +11.4%
3Y: +52.2%
$32.14
+0.08 (+0.25%)
Weekly Expected Move ±1.2%
$31
$32
$32
$33
$33
Overview
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Institutional Ownership — NUDV
32
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
23M
Total Invested
8
New Positions
5
Increased
10
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (34 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CGC Financial Services, LLC | 195,298 | $6M | -3,150 | -1.6% | 5Q | SEC ↗ |
| 2 | Bond & Devick Financial Network, Inc. | 191,772 | $6M | +8,093 | +4.4% | 8Q | SEC ↗ |
| 3 | Cambridge Investment Research Advisors | 110,295 | $4M | +5,062 | +4.8% | 7Q | SEC ↗ |
| 4 | CITADEL ADVISORS LLC NEW | 42,736 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 5 | Diversified Enterprises, LLC | 36,187 | $1M | -78 | -0.2% | 7Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC | 31,079 | $999K | -69 | -0.2% | 2Q | SEC ↗ |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 20,690 | $665K | +1,529 | +8.0% | 14Q | SEC ↗ |
| 8 | NATURAL INVESTMENTS, LLC | 14,302 | $460K | — | +0.0% | 3Q | SEC ↗ |
| 9 | True Link Financial Advisors, LLC | 11,606 | $373K | -100 | -0.9% | 6Q | SEC ↗ |
| 10 | Prism Advisors, Inc. | 8,233 | $265K | — | +0.0% | 5Q | SEC ↗ |
| 11 | &PARTNERS | 7,697 | $247K | — | +0.0% | 4Q | SEC ↗ |
| 12 | NewEdge Advisors, LLC NEW | 7,279 | $234K | — | +0.0% | 1Q | SEC ↗ |
| 13 | NerdWallet Wealth Partners, LLC NEW | 7,094 | $228K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Montis Financial, LLC NEW | 6,290 | $202K | — | +0.0% | 1Q | SEC ↗ |
| 15 | BLUELINE ADVISORS LLC | 3,187 | $102K | -11 | -0.3% | 3Q | SEC ↗ |
| 16 | Quaker Wealth Management, LLC | 2,910 | $94K | — | +0.0% | 5Q | SEC ↗ |
| 17 | OSAIC HOLDINGS, INC. | 2,587 | $83K | +738 | +39.9% | 17Q | SEC ↗ |
| 18 | GoalVest Advisory LLC | 1,496 | $48K | — | +0.0% | 13Q | SEC ↗ |
| 19 | Addison Advisors LLC | 1,410 | $45K | -1,205 | -46.1% | 17Q | SEC ↗ |
| 20 | Arax Advisory Partners NEW | 723 | $23K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Financial Perspectives, Inc | 644 | $21K | +3 | +0.5% | 2Q | SEC ↗ |
| 22 | Aptus Capital Advisors, LLC | 563 | $18K | — | +0.0% | 8Q | SEC ↗ |
| 23 | AMERIFLEX GROUP, INC. NEW | 487 | $16K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Allworth Financial LP | 116 | $4K | — | +0.0% | 8Q | SEC ↗ |
| 25 | UBS Group AG NEW | 49 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 26 | VANGUARD ADVISERS INC | 10 | $0K | — | +0.0% | 2Q | SEC ↗ |
| 27 | TD Waterhouse Canada Inc. NEW | 3 | $0K | — | +0.0% | 1Q | SEC ↗ |
| 28 | MORGAN STANLEY | 2 | $0K | — | +0.0% | 6Q | SEC ↗ |
| 29 | Tower Research Capital LLC (TRC) | 0 | $0K | -17,927 | -100.0% | 4Q | SEC ↗ |
| 30 | Mason & Associates Inc | 0 | $0K | -16,377 | -100.0% | 2Q | SEC ↗ |
| 31 | Kestra Advisory Services, LLC | 0 | $0K | -5,800 | -100.0% | 1Q | SEC ↗ |
| 32 | eCIO, Inc. | 0 | $0K | -54,596 | -100.0% | 4Q | SEC ↗ |
| 33 | HighTower Advisors, LLC | 0 | $0K | -10,079 | -100.0% | 7Q | SEC ↗ |
| 34 | WELLS FARGO & COMPANY/MN | 0 | $0K | -170 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| CITADEL ADVISORS LLC | 42,736 | $1M |
| NewEdge Advisors, LLC | 7,279 | $234K |
| NerdWallet Wealth Partners, LLC | 7,094 | $228K |
| Montis Financial, LLC | 6,290 | $202K |
| Arax Advisory Partners | 723 | $23K |
| AMERIFLEX GROUP, INC. | 487 | $16K |
| UBS Group AG | 49 | $2K |
| TD Waterhouse Canada Inc. | 3 | $0K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| eCIO, Inc. | 54,596 | $2M |
| Tower Research Capital LLC (TRC) | 17,927 | $576K |
| Mason & Associates Inc | 16,377 | $526K |
| HighTower Advisors, LLC | 10,079 | $324K |
| Kestra Advisory Services, LLC | 5,800 | $186K |
| WELLS FARGO & COMPANY/MN | 170 | $5K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Bond & Devick Financial Network, In | +8,093 | +4.4% | 191,772 |
| Cambridge Investment Research Advis | +5,062 | +4.8% | 110,295 |
| COMMONWEALTH EQUITY SERVICES, LLC | +1,529 | +8.0% | 20,690 |
| OSAIC HOLDINGS, INC. | +738 | +39.9% | 2,587 |
| Financial Perspectives, Inc | +3 | +0.5% | 644 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CGC Financial Services, LLC | -3,150 | -1.6% | 195,298 |
| Addison Advisors LLC | -1,205 | -46.1% | 1,410 |
| True Link Financial Advisors, LLC | -100 | -0.9% | 11,606 |
| Diversified Enterprises, LLC | -78 | -0.2% | 36,187 |
| GOLDMAN SACHS GROUP INC | -69 | -0.2% | 31,079 |
| BLUELINE ADVISORS LLC | -11 | -0.3% | 3,187 |