NULC Institutional Ownership
Nuveen ESG Large-Cap
1W: -0.0%
1M: +1.2%
3M: +3.3%
YTD: +17.0%
1Y: +18.5%
3Y: +82.1%
5Y: +65.2%
$56.06
+0.22 (+0.40%)
Weekly Expected Move ±1.5%
$54
$55
$56
$57
$58
Overview
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Institutional Ownership — NULC
24
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
16M
Total Invested
8
New Positions
4
Increased
7
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (27 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Tolleson Wealth Management, Inc. | 84,162 | $5M | -17,691 | -17.4% | 15Q | SEC ↗ |
| 2 | COMMONWEALTH EQUITY SERVICES, LLC | 67,911 | $4M | +631 | +0.9% | 9Q | SEC ↗ |
| 3 | RETIREMENT CAPITAL STRATEGIES NEW | 15,839 | $888K | — | +0.0% | 1Q | SEC ↗ |
| 4 | JANE STREET GROUP, LLC NEW | 14,953 | $838K | — | +0.0% | 1Q | SEC ↗ |
| 5 | LPL Financial LLC | 14,643 | $821K | +1,320 | +9.9% | 15Q | SEC ↗ |
| 6 | Values Added Financial LLC | 13,144 | $737K | -449 | -3.3% | 10Q | SEC ↗ |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 11,938 | $669K | — | +0.0% | 1Q | SEC ↗ |
| 8 | GOLDMAN SACHS GROUP INC | 10,579 | $593K | -1,890 | -15.2% | 15Q | SEC ↗ |
| 9 | Wealth Group Ltd | 10,085 | $565K | -1,400 | -12.2% | 2Q | SEC ↗ |
| 10 | BANK OF AMERICA CORP /DE | 9,254 | $519K | +1 | +0.0% | 15Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 8,056 | $452K | +379 | +4.9% | 26Q | SEC ↗ |
| 12 | HighTower Advisors, LLC | 6,284 | $352K | -95 | -1.5% | 12Q | SEC ↗ |
| 13 | Cambridge Investment Research Advisors | 6,201 | $348K | — | +0.0% | 11Q | SEC ↗ |
| 14 | Tower Research Capital LLC (TRC) NEW | 5,858 | $328K | — | +0.0% | 1Q | SEC ↗ |
| 15 | Private Advisor Group, LLC | 5,661 | $317K | -4,900 | -46.4% | 14Q | SEC ↗ |
| 16 | PW ADVISORS, LLC \ FL NEW | 4,698 | $263K | — | +0.0% | 1Q | SEC ↗ |
| 17 | EP Wealth Advisors, LLC | 4,644 | $260K | — | +0.0% | 2Q | SEC ↗ |
| 18 | Towneley Capital Management, Inc / DE NEW | 4,110 | $230K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Westside Investment Management, Inc. | 2,100 | $118K | — | +0.0% | 13Q | SEC ↗ |
| 20 | Ameritas Advisory Services, LLC NEW | 2,000 | $112K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Cherry Tree Wealth Management, LLC | 825 | $46K | — | +0.0% | 13Q | SEC ↗ |
| 22 | MERCER GLOBAL ADVISORS INC /ADV NEW | 329 | $18K | — | +0.0% | 1Q | SEC ↗ |
| 23 | CoreCap Advisors, LLC | 24 | $1K | — | +0.0% | 5Q | SEC ↗ |
| 24 | CITADEL ADVISORS LLC | 0 | $0K | -40,771 | -100.0% | 1Q | SEC ↗ |
| 25 | Strategic Financial Concepts, LLC | 0 | $0K | -4,352 | -100.0% | 1Q | SEC ↗ |
| 26 | UBS Group AG | 0 | $0K | -2 | -100.0% | 3Q | SEC ↗ |
| 27 | Kestra Advisory Services, LLC | 0 | $0K | -3,337 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 15,839 | $888K |
| JANE STREET GROUP, LLC | 14,953 | $838K |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 11,938 | $669K |
| Tower Research Capital LLC (TRC) | 5,858 | $328K |
| PW ADVISORS, LLC \ FL | 4,698 | $263K |
| Towneley Capital Management, Inc / | 4,110 | $230K |
| Ameritas Advisory Services, LLC | 2,000 | $112K |
| MERCER GLOBAL ADVISORS INC /ADV | 329 | $18K |
Sold Out (4)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 40,771 | $2M |
| Strategic Financial Concepts, LLC | 4,352 | $244K |
| Kestra Advisory Services, LLC | 3,337 | $187K |
| UBS Group AG | 2 | $0K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | +1,320 | +9.9% | 14,643 |
| COMMONWEALTH EQUITY SERVICES, LLC | +631 | +0.9% | 67,911 |
| OSAIC HOLDINGS, INC. | +379 | +4.9% | 8,056 |
| BANK OF AMERICA CORP /DE | +1 | +0.0% | 9,254 |
Biggest Decreases (6)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Tolleson Wealth Management, Inc. | -17,691 | -17.4% | 84,162 |
| Private Advisor Group, LLC | -4,900 | -46.4% | 5,661 |
| GOLDMAN SACHS GROUP INC | -1,890 | -15.2% | 10,579 |
| Wealth Group Ltd | -1,400 | -12.2% | 10,085 |
| Values Added Financial LLC | -449 | -3.3% | 13,144 |
| HighTower Advisors, LLC | -95 | -1.5% | 6,284 |