NUHY Institutional Ownership
Nuveen ESG High Yield Corporate Bond
1W: -0.9%
1M: -3.6%
3M: -5.1%
YTD: -4.8%
1Y: -4.5%
3Y: +18.8%
5Y: +8.3%
$20.35
+0.03 (+0.12%)
Weekly Expected Move ±0.6%
$20
$20
$20
$20
$21
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — NUHY
67
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
72M
Total Invested
9
New Positions
30
Increased
19
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (76 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 555,064 | 11M | +38,733 | +7.5% | 25Q | SEC ↗ |
| 2 | MORGAN STANLEY | 477,393 | 10M | +18,669 | +4.1% | 20Q | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 368,530 | 7M | -5,787 | -1.5% | 19Q | SEC ↗ |
| 4 | Cambridge Investment Research Advisors | 331,081 | 7M | +25,180 | +8.2% | 25Q | SEC ↗ |
| 5 | BANK OF AMERICA CORP /DE | 202,542 | 4M | +26,453 | +15.0% | 15Q | SEC ↗ |
| 6 | SEI INVESTMENTS CO | 196,111 | 4M | +19,679 | +11.2% | 10Q | SEC ↗ |
| 7 | LPL Financial LLC | 164,404 | 3M | +411 | +0.3% | 24Q | SEC ↗ |
| 8 | UBS Group AG | 127,492 | 3M | +5,513 | +4.5% | 23Q | SEC ↗ |
| 9 | WELLS FARGO & COMPANY/MN | 113,942 | 2M | -984 | -0.9% | 18Q | SEC ↗ |
| 10 | Stewardship Advisors, LLC | 107,283 | 2M | -94,094 | -46.7% | 9Q | SEC ↗ |
| 11 | rebel Financial LLC | 106,653 | 2M | +7,608 | +7.7% | 4Q | SEC ↗ |
| 12 | Prime Capital Investment Advisors, LLC NEW | 61,722 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 13 | ASSETMARK, INC | 61,032 | 1M | -7,552 | -11.0% | 17Q | SEC ↗ |
| 14 | Vestmark Advisory Solutions, Inc. | 49,408 | 1M | -9,659 | -16.4% | 21Q | SEC ↗ |
| 15 | MML INVESTORS SERVICES, LLC | 47,687 | 970K | +36 | +0.1% | 3Q | SEC ↗ |
| 16 | Western Wealth Management, LLC | 42,119 | 857K | +6,657 | +18.8% | 3Q | SEC ↗ |
| 17 | Olde Wealth Management, LLC | 34,719 | 707K | +142 | +0.4% | 4Q | SEC ↗ |
| 18 | Creative Planning | 34,601 | 704K | +312 | +0.9% | 2Q | SEC ↗ |
| 19 | SageView Advisory Group, LLC | 34,459 | 701K | +170 | +0.5% | 6Q | SEC ↗ |
| 20 | CRUX WEALTH ADVISORS | 33,103 | 674K | +1,573 | +5.0% | 5Q | SEC ↗ |
| 21 | BRIGHTON JONES LLC | 31,312 | 637K | +711 | +2.3% | 2Q | SEC ↗ |
| 22 | NATURAL INVESTMENTS, LLC | 26,043 | 530K | +12,990 | +99.5% | 3Q | SEC ↗ |
| 23 | CWM, LLC | 25,322 | 515K | -318 | -1.2% | 10Q | SEC ↗ |
| 24 | Perigon Wealth Management, LLC | 23,500 | 478K | +1,281 | +5.8% | 7Q | SEC ↗ |
| 25 | NewEdge Advisors, LLC | 23,171 | 472K | -2,135 | -8.4% | 2Q | SEC ↗ |
| 26 | FLOW TRADERS U.S. LLC NEW | 21,880 | 445K | — | +0.0% | 1Q | SEC ↗ |
| 27 | JANE STREET GROUP, LLC | 21,168 | 431K | -25,931 | -55.1% | 7Q | SEC ↗ |
| 28 | Moss Adams Wealth Advisors LLC | 17,854 | 363K | +6 | +0.0% | 11Q | SEC ↗ |
| 29 | RAYMOND JAMES FINANCIAL INC | 16,408 | 334K | +840 | +5.4% | 7Q | SEC ↗ |
| 30 | Cetera Investment Advisers | 15,568 | 317K | +3,871 | +33.1% | 3Q | SEC ↗ |
| 31 | Livet Wealth, LLC | 14,491 | 295K | -1,263 | -8.0% | 3Q | SEC ↗ |
| 32 | Vontobel Holding Ltd. | 13,618 | 277K | -1,006 | -6.9% | 3Q | SEC ↗ |
| 33 | Legacy Financial Advisors, Inc. | 12,826 | 261K | -961 | -7.0% | 9Q | SEC ↗ |
| 34 | US BANCORP \DE | 11,972 | 244K | +172 | +1.5% | 23Q | SEC ↗ |
| 35 | Beacon Pointe Advisors, LLC | 10,104 | 206K | +577 | +6.1% | 3Q | SEC ↗ |
| 36 | Friedenthal Financial | 8,956 | 182K | — | +0.0% | 12Q | SEC ↗ |
| 37 | BLUELINE ADVISORS LLC | 8,607 | 175K | -56 | -0.6% | 3Q | SEC ↗ |
| 38 | OSAIC HOLDINGS, INC. | 8,277 | 168K | -80 | -1.0% | 23Q | SEC ↗ |
| 39 | 4Thought Financial Group Inc. | 5,754 | 117K | +159 | +2.8% | 12Q | SEC ↗ |
| 40 | FIFTH THIRD BANCORP | 4,938 | 100K | — | +0.0% | 2Q | SEC ↗ |
| 41 | AdvisorNet Financial, Inc | 4,660 | 95K | +3,086 | +196.1% | 25Q | SEC ↗ |
| 42 | Continuum Advisory, LLC NEW | 4,615 | 94K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Financial Gravity Companies, Inc. NEW | 3,727 | 76K | — | +0.0% | 1Q | SEC ↗ |
| 44 | Financial Gravity Asset Management, In | 3,553 | 72K | +7 | +0.2% | 3Q | SEC ↗ |
| 45 | Ameritas Investment Partners, Inc. | 2,819 | 57K | -124 | -4.2% | 15Q | SEC ↗ |
| 46 | MATHER GROUP, LLC. | 2,777 | 57K | +22 | +0.8% | 2Q | SEC ↗ |
| 47 | ROYAL BANK OF CANADA | 2,124 | 43K | +3 | +0.1% | 11Q | SEC ↗ |
| 48 | Quaker Wealth Management, LLC | 2,044 | 42K | +4 | +0.2% | 5Q | SEC ↗ |
| 49 | MJT & Associates Financial Advisory Gr | 1,116 | 23K | +94 | +9.2% | 6Q | SEC ↗ |
| 50 | Rossby Financial, LCC | 1,054 | 21K | — | +0.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| Prime Capital Investment Advisors, | 61,722 | 1M |
| FLOW TRADERS U.S. LLC | 21,880 | 445K |
| Continuum Advisory, LLC | 4,615 | 94K |
| Financial Gravity Companies, Inc. | 3,727 | 76K |
| Institute for Wealth Management, LL | 1,048 | 21K |
| Rockefeller Capital Management L.P. | 532 | 11K |
| Integrated Wealth Concepts LLC | 505 | 10K |
| MERCER GLOBAL ADVISORS INC /ADV | 117 | 2K |
| Farther Finance Advisors, LLC | 110 | 2K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Envestnet Portfolio Solutions, Inc. | 290,037 | 6M |
| RETIREMENT CAPITAL STRATEGIES | 52,448 | 1M |
| HighTower Advisors, LLC | 30,040 | 611K |
| CITY NATIONAL BANK OF FLORIDA /MSD | 28,192 | 574K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 27,445 | 559K |
| RMG Wealth Management LLC | 11,845 | 241K |
| FAIRVIEW CAPITAL INVESTMENT MANAGEM | 11,725 | 239K |
| Lido Advisors, LLC | 11,162 | 227K |
| WealthShield Partners, LLC | 9,152 | 186K |
| Lloyd Advisory Services, LLC. | 660 | 13K |
| Advisory Services Network, LLC | 59 | 1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +38,733 | +7.5% | 555,064 |
| BANK OF AMERICA CORP /DE | +26,453 | +15.0% | 202,542 |
| Cambridge Investment Research Advis | +25,180 | +8.2% | 331,081 |
| SEI INVESTMENTS CO | +19,679 | +11.2% | 196,111 |
| MORGAN STANLEY | +18,669 | +4.1% | 477,393 |
| NATURAL INVESTMENTS, LLC | +12,990 | +99.5% | 26,043 |
| rebel Financial LLC | +7,608 | +7.7% | 106,653 |
| Western Wealth Management, LLC | +6,657 | +18.8% | 42,119 |
| UBS Group AG | +5,513 | +4.5% | 127,492 |
| Cetera Investment Advisers | +3,871 | +33.1% | 15,568 |
| AdvisorNet Financial, Inc | +3,086 | +196.1% | 4,660 |
| CRUX WEALTH ADVISORS | +1,573 | +5.0% | 33,103 |
| Perigon Wealth Management, LLC | +1,281 | +5.8% | 23,500 |
| RAYMOND JAMES FINANCIAL INC | +840 | +5.4% | 16,408 |
| BRIGHTON JONES LLC | +711 | +2.3% | 31,312 |
| Beacon Pointe Advisors, LLC | +577 | +6.1% | 10,104 |
| LPL Financial LLC | +411 | +0.3% | 164,404 |
| Creative Planning | +312 | +0.9% | 34,601 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +308 | +317.5% | 405 |
| US BANCORP \DE | +172 | +1.5% | 11,972 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Stewardship Advisors, LLC | -94,094 | -46.7% | 107,283 |
| JANE STREET GROUP, LLC | -25,931 | -55.1% | 21,168 |
| JPMORGAN CHASE & CO | -18,191 | -99.4% | 103 |
| Vestmark Advisory Solutions, Inc. | -9,659 | -16.4% | 49,408 |
| ASSETMARK, INC | -7,552 | -11.0% | 61,032 |
| Bank of New York Mellon Corp | -5,787 | -1.5% | 368,530 |
| NewEdge Advisors, LLC | -2,135 | -8.4% | 23,171 |
| Livet Wealth, LLC | -1,263 | -8.0% | 14,491 |
| Vontobel Holding Ltd. | -1,006 | -6.9% | 13,618 |
| WELLS FARGO & COMPANY/MN | -984 | -0.9% | 113,942 |
| Legacy Financial Advisors, Inc. | -961 | -7.0% | 12,826 |
| CWM, LLC | -318 | -1.2% | 25,322 |
| Ameritas Investment Partners, Inc. | -124 | -4.2% | 2,819 |
| OSAIC HOLDINGS, INC. | -80 | -1.0% | 8,277 |
| BLUELINE ADVISORS LLC | -56 | -0.6% | 8,607 |