Ticker: NULG CUSIP: 67092P201 Class: NUVEEN ESG LRGCP
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| TrueWealth Financial Partners | 45,689 | $4,468 |
| Northwest & Ethical Investments L.P. | 1,315,300 | $128,636 |
| Elevation Capital Advisory, LLC | 51,023 | $4,990 |
| Rede Wealth, LLC | 6,033 | $590 |
| Strategic Financial Concepts, LLC | 3,874 | $379 |
| EQ WEALTH ADVISORS, LLC | 1,893 | $185 |
| MidAtlantic Capital Management, Inc. | 1,396 | $137 |
| Brooklyn Investment Group | 9,690 | $959 |
| Goepper Burkhardt LLC | 2,200 | $215 |
| Johnson Financial Group, Inc. | 9,683 | $947 |
| INSPIRION WEALTH ADVISORS, LLC | 3,112 | $304 |
| Focused Wealth Management, Inc | 2,086 | $204 |
| RFG Advisory, LLC | 8,065 | $789 |
| Kingdom Financial Group LLC. | 378 | $37 |
| Tower Research Capital LLC (TRC) | 2,186 | $214 |
| &PARTNERS | 6,077 | $594 |
| Lido Advisors, LLC | 6,883 | $674 |
| GOLDMAN SACHS GROUP INC | 17,705 | $1,732 |
| SageView Advisory Group, LLC | 1,197 | $117 |
| IFP Advisors, Inc | 871 | $85 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Clarity Asset Management, Inc. | 101,703 | 103,049 | +1,346 (+1.3%) |
| Scott Capital Advisors, LLC | 9,070 | 22,919 | +13,849 (+152.7%) |
| Uniting Wealth Partners, LLC | 57,321 | 58,852 | +1,531 (+2.7%) |
| WCG Wealth Advisors LLC | 15,221 | 73,221 | +58,000 (+381.1%) |
| SGL Investment Advisors, Inc. | 22,428 | 24,990 | +2,562 (+11.4%) |
| CRUX WEALTH ADVISORS | 34,806 | 35,585 | +779 (+2.2%) |
| One Capital Management, LLC | 34,539 | 68,761 | +34,222 (+99.1%) |
| Equita Financial Network, Inc. | 19,590 | 21,928 | +2,338 (+11.9%) |
| XY Planning Network, Inc. | 15,446 | 18,207 | +2,761 (+17.9%) |
| May Hill Capital, LLC | 5,236 | 9,690 | +4,454 (+85.1%) |
| LOCKERMAN FINANCIAL GROUP, INC. | 5,678 | 5,747 | +69 (+1.2%) |
| TIAA TRUST, NATIONAL ASSOCIATION | 2,601,117 | 2,644,281 | +43,164 (+1.7%) |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 3,299 | 4,046 | +747 (+22.6%) |
| Maia Wealth LLC | 6,275 | 8,355 | +2,080 (+33.1%) |
| EP Wealth Advisors, LLC | 11,964 | 40,366 | +28,402 (+237.4%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 588,702 | 678,284 | +89,582 (+15.2%) |
| Curtis Advisory Group, LLC | 12,338 | 13,161 | +823 (+6.7%) |
| Chicago Wealth Management, Inc. | 2,362 | 2,936 | +574 (+24.3%) |
| Western Wealth Management, LLC | 5,088 | 8,708 | +3,620 (+71.1%) |
| Revolve Wealth Partners, LLC | 22,977 | 24,048 | +1,071 (+4.7%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Impact Investors, Inc | 97,828 | 94,849 | -2,979 (-3.0%) |
| Trademark Financial Management, LLC | 14,400 | 4,911 | -9,489 (-65.9%) |
| Wealth Advisory Team LLC | 23,810 | 23,191 | -619 (-2.6%) |
| Laurel Wealth Planning LLC | 36,639 | 35,410 | -1,229 (-3.4%) |
| Golden State Equity Partners | 26,932 | 9,958 | -16,974 (-63.0%) |
| DeDora Capital, Inc. | 74,763 | 73,875 | -888 (-1.2%) |
| O'Brien Wealth Partners LLC | 105,316 | 103,049 | -2,267 (-2.2%) |
| MARINO, STRAM & ASSOCIATES LLC | 15,781 | 8,164 | -7,617 (-48.3%) |
| Freedom Investment Management, Inc. | 9,696 | 4,429 | -5,267 (-54.3%) |
| RVW Wealth, LLC | 140,959 | 138,485 | -2,474 (-1.8%) |
| OBSIDIAN CIO, LLC | 3,407 | 53 | -3,354 (-98.4%) |
| Redwood Financial Network Corp | 3,278 | 2,317 | -961 (-29.3%) |
| Colorado Capital Management, Inc. | 13,460 | 11,533 | -1,927 (-14.3%) |
| Institute for Wealth Management, LLC. | 7,270 | 2,864 | -4,406 (-60.6%) |
| Montis Financial, LLC | 5,198 | 2,996 | -2,202 (-42.4%) |
| Sandbox Financial Partners, LLC | 13,144 | 12,404 | -740 (-5.6%) |
| Vestmark Advisory Solutions, Inc. | 107,348 | 99,609 | -7,739 (-7.2%) |
| Estate Counselors, LLC | 7,520 | 4,960 | -2,560 (-34.0%) |
| Skyline Advisors, Inc. | 8,537 | 8,106 | -431 (-5.0%) |
| Cape Investment Advisory, Inc. | 1,306 | 905 | -401 (-30.7%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| IMPACTfolio, LLC | 19,199 | $1,909 |
| Urban Wealth Management, LLC | 4,040 | $195 |
| ARGI Investment Services, LLC | 59,825 | $5,950 |
| GTS SECURITIES LLC | 8,854 | $881 |
| GPS Wealth Strategies Group, LLC | 2,104 | $209 |
| AIRE ADVISORS, LLC | 2,016 | $200 |
| SUMMIT WEALTH GROUP LLC / CO | 7,378 | $256 |
| Beaumont Financial Advisors, LLC | 3,100 | $308 |
| PFG Investments, LLC | 2,205 | $219 |
| Alpine Bank Wealth Management | 672 | $67 |
| TWO SIGMA INVESTMENTS, LP | 14,100 | $1,402 |
| EVERGREEN CAPITAL MANAGEMENT LLC | 2,015 | $200 |
| Ameritas Advisory Services, LLC | 616 | $61 |
| Empower Advisory Group, LLC | 2,287 | $227 |
| Wealthspire Advisors, LLC | 1,043 | $104 |
| JONES FINANCIAL COMPANIES LLLP | 751 | $74 |
| Qube Research & Technologies Ltd | 399 | $40 |
| Geneos Wealth Management Inc. | 94 | $9 |
| Betterment LLC | 2,014 | $0 |