NULV Institutional Ownership
Nuveen ESG Large-Cap Value
1W: -0.3%
1M: -0.7%
3M: +4.6%
YTD: +17.5%
1Y: +23.3%
3Y: +68.4%
5Y: +57.8%
$53.21
+0.36 (+0.68%)
Weekly Expected Move ±1.4%
$52
$52
$53
$54
$55
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — NULV
301
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
31
New Positions
101
Increased
106
Reduced
22
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (317 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 11,803,510 | $628M | -52,443 | -0.4% | 15Q | SEC ↗ |
| 2 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 5,034,628 | $268M | +259,118 | +5.4% | 2Q | SEC ↗ |
| 3 | JPMORGAN CHASE & CO | 2,217,859 | $118M | +178,386 | +8.7% | 19Q | SEC ↗ |
| 4 | LPL Financial LLC | 1,926,658 | $103M | +28,839 | +1.5% | 33Q | SEC ↗ |
| 5 | MORGAN STANLEY | 1,293,576 | $69M | +17,045 | +1.3% | 33Q | SEC ↗ |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 1,208,781 | $64M | +84,731 | +7.5% | 29Q | SEC ↗ |
| 7 | ENVESTNET ASSET MANAGEMENT INC | 1,099,328 | $58M | +46,432 | +4.4% | 28Q | SEC ↗ |
| 8 | MERCER GLOBAL ADVISORS INC /ADV | 576,552 | $31M | +35,988 | +6.7% | 17Q | SEC ↗ |
| 9 | UBS Group AG | 531,761 | $28M | +15,093 | +2.9% | 34Q | SEC ↗ |
| 10 | Beacon Pointe Advisors, LLC | 526,396 | $28M | +20,671 | +4.1% | 25Q | SEC ↗ |
| 11 | Bank of New York Mellon Corp | 486,578 | $26M | +48,210 | +11.0% | 17Q | SEC ↗ |
| 12 | Cambridge Investment Research Advisors | 453,335 | $24M | -3,297 | -0.7% | 30Q | SEC ↗ |
| 13 | Empirical Financial Services, LLC d.b. | 402,854 | $21M | +1,411 | +0.4% | 27Q | SEC ↗ |
| 14 | EASTERN BANK | 288,102 | $15M | +6,847 | +2.4% | 17Q | SEC ↗ |
| 15 | CAPTRUST FINANCIAL ADVISORS | 253,549 | $13M | +1,446 | +0.6% | 22Q | SEC ↗ |
| 16 | RAYMOND JAMES FINANCIAL INC | 245,922 | $13M | -4,957 | -2.0% | 7Q | SEC ↗ |
| 17 | MISSION WEALTH MANAGEMENT, LP | 245,765 | $13M | +28,988 | +13.4% | 23Q | SEC ↗ |
| 18 | EP Wealth Advisors, LLC | 235,925 | $13M | +90,703 | +62.5% | 3Q | SEC ↗ |
| 19 | AMERIPRISE FINANCIAL INC | 213,367 | $11M | -18,980 | -8.2% | 16Q | SEC ↗ |
| 20 | Allworth Financial LP | 191,358 | $10M | +7,168 | +3.9% | 20Q | SEC ↗ |
| 21 | ST GERMAIN D J CO INC | 189,725 | $10M | +3,663 | +2.0% | 13Q | SEC ↗ |
| 22 | Cetera Investment Advisers | 185,205 | $10M | +18,041 | +10.8% | 23Q | SEC ↗ |
| 23 | Savant Capital, LLC | 164,412 | $9M | +78,340 | +91.0% | 25Q | SEC ↗ |
| 24 | HighTower Advisors, LLC | 159,128 | $8M | -14,141 | -8.2% | 35Q | SEC ↗ |
| 25 | Thrivent Financial for Lutherans | 156,438 | $8M | +2,195 | +1.4% | 25Q | SEC ↗ |
| 26 | REGATTA CAPITAL GROUP, LLC | 150,617 | $8M | +2,059 | +1.4% | 18Q | SEC ↗ |
| 27 | One Capital Management, LLC | 143,041 | $8M | +78 | +0.1% | 21Q | SEC ↗ |
| 28 | Forefront Analytics, LLC | 140,912 | $7M | -54,745 | -28.0% | 10Q | SEC ↗ |
| 29 | Mariner, LLC | 135,118 | $7M | -95,828 | -41.5% | 15Q | SEC ↗ |
| 30 | FMR LLC | 132,674 | $7M | +5,826 | +4.6% | 20Q | SEC ↗ |
| 31 | ASSETMARK, INC | 129,431 | $7M | +4,308 | +3.4% | 17Q | SEC ↗ |
| 32 | True Blue Financial, LLC NEW | 126,415 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 33 | ROYAL BANK OF CANADA | 125,222 | $7M | +3,611 | +3.0% | 30Q | SEC ↗ |
| 34 | TIAA TRUST, NATIONAL ASSOCIATION | 120,872 | $6M | -1,091 | -0.9% | 12Q | SEC ↗ |
| 35 | Wilmington Savings Fund Society, FSB | 109,734 | $6M | +1,062 | +1.0% | 10Q | SEC ↗ |
| 36 | RWA WEALTH PARTNERS, LLC | 100,126 | $5M | -6,917 | -6.5% | 11Q | SEC ↗ |
| 37 | STALEY CAPITAL ADVISERS INC | 100,000 | $5M | — | +0.0% | 22Q | SEC ↗ |
| 38 | NewEdge Advisors, LLC | 96,788 | $5M | +1,613 | +1.7% | 19Q | SEC ↗ |
| 39 | Opes Wealth Management LLC | 90,386 | $5M | +1,230 | +1.4% | 20Q | SEC ↗ |
| 40 | rebel Financial LLC | 89,316 | $5M | +3,072 | +3.6% | 4Q | SEC ↗ |
| 41 | WELLS FARGO & COMPANY/MN | 86,682 | $5M | +10,262 | +13.4% | 16Q | SEC ↗ |
| 42 | VICUS CAPITAL | 85,771 | $5M | -2,047 | -2.3% | 29Q | SEC ↗ |
| 43 | Plum Street Advisors, LLC | 85,371 | $5M | +7,886 | +10.2% | 11Q | SEC ↗ |
| 44 | Vestmark Advisory Solutions, Inc. | 83,538 | $4M | -14,802 | -15.1% | 21Q | SEC ↗ |
| 45 | GOLDMAN SACHS GROUP INC | 82,960 | $4M | +68,870 | +488.8% | 6Q | SEC ↗ |
| 46 | Cresset Asset Management, LLC | 82,919 | $4M | +446 | +0.5% | 15Q | SEC ↗ |
| 47 | CRUX WEALTH ADVISORS | 79,972 | $4M | -1,099 | -1.4% | 5Q | SEC ↗ |
| 48 | Evolution Advisers, Inc. | 75,631 | $4M | +15 | +0.0% | 19Q | SEC ↗ |
| 49 | CX Institutional | 72,331 | $4M | -1,591 | -2.2% | 33Q | SEC ↗ |
| 50 | Equitable Holdings, Inc. | 71,631 | $4M | +348 | +0.5% | 24Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| True Blue Financial, LLC | 126,415 | $7M |
| CANANDAIGUA NATIONAL CORP | 47,600 | $3M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 46,031 | $2M |
| AXXCESS WEALTH MANAGEMENT, LLC | 22,619 | $1M |
| TWO SIGMA INVESTMENTS, LP | 22,449 | $1M |
| FULTON BREAKEFIELD BROENNIMAN LLC | 11,715 | $623K |
| Focus Partners Advisor Solutions, L | 8,591 | $457K |
| RMG Wealth Management LLC | 7,314 | $389K |
| Sequoia Financial Advisors, LLC | 7,150 | $380K |
| Winter & Associates, Inc. | 6,124 | $326K |
| Focused Wealth Management, Inc | 6,014 | $320K |
| Coastal Bridge Advisors, LLC | 5,715 | $304K |
| Summit Financial, LLC | 5,300 | $282K |
| INDEPENDENT FINANCIAL GROUP, LLC | 5,268 | $280K |
| Fifth Third Wealth Advisors LLC | 5,211 | $277K |
| WARNER FINANCIAL, INC | 4,761 | $253K |
| Institute for Wealth Management, LL | 4,686 | $249K |
| Fingerlakes Wealth Management, Inc. | 4,402 | $234K |
| Crane Advisory, LLC | 4,364 | $232K |
| AIRE ADVISORS, LLC | 4,355 | $232K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Fund Evaluation Group, LLC | 205,534 | $11M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 35,964 | $2M |
| Clarity Asset Management, Inc. | 32,261 | $2M |
| WealthShield Partners, LLC | 30,229 | $2M |
| GTS SECURITIES LLC | 20,762 | $1M |
| Belpointe Asset Management LLC | 15,873 | $845K |
| Capital Analysts, LLC | 15,311 | $815K |
| Boston Common Asset Management, LLC | 13,033 | $693K |
| Investor's Fiduciary Advisor Networ | 11,899 | $633K |
| FLOW TRADERS U.S. LLC | 11,658 | $620K |
| Independent Advisor Alliance | 10,284 | $547K |
| WASHINGTON TRUST Co | 10,260 | $546K |
| SeaCrest Wealth Management, LLC | 8,062 | $429K |
| Legacy Financial Group LLC | 7,248 | $386K |
| Lido Advisors, LLC | 6,751 | $359K |
| Kelsey Financial, LLC | 6,071 | $323K |
| Indivisible Partners | 5,526 | $294K |
| RHS Financial, LLC | 5,256 | $280K |
| Hilltop Partners LLC | 5,030 | $268K |
| IHT Wealth Management, LLC | 4,715 | $251K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | +259,118 | +5.4% | 5,034,628 |
| JPMORGAN CHASE & CO | +178,386 | +8.7% | 2,217,859 |
| EP Wealth Advisors, LLC | +90,703 | +62.5% | 235,925 |
| COMMONWEALTH EQUITY SERVICES, LLC | +84,731 | +7.5% | 1,208,781 |
| Savant Capital, LLC | +78,340 | +91.0% | 164,412 |
| GOLDMAN SACHS GROUP INC | +68,870 | +488.8% | 82,960 |
| Bank of New York Mellon Corp | +48,210 | +11.0% | 486,578 |
| ENVESTNET ASSET MANAGEMENT INC | +46,432 | +4.4% | 1,099,328 |
| MERCER GLOBAL ADVISORS INC /ADV | +35,988 | +6.7% | 576,552 |
| MISSION WEALTH MANAGEMENT, LP | +28,988 | +13.4% | 245,765 |
| LPL Financial LLC | +28,839 | +1.5% | 1,926,658 |
| Farther Finance Advisors, LLC | +24,900 | +114.1% | 46,715 |
| Private Advisor Group, LLC | +23,766 | +50.6% | 70,689 |
| Beacon Pointe Advisors, LLC | +20,671 | +4.1% | 526,396 |
| Cetera Investment Advisers | +18,041 | +10.8% | 185,205 |
| MORGAN STANLEY | +17,045 | +1.3% | 1,293,576 |
| UBS Group AG | +15,093 | +2.9% | 531,761 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +12,014 | +96.0% | 24,525 |
| Cerity Partners LLC | +10,777 | +78.1% | 24,571 |
| WELLS FARGO & COMPANY/MN | +10,262 | +13.4% | 86,682 |