Ticker: NULC CUSIP: 67092P862 Class: ESG LARGE CAP
Note: Option positions (PUT/CALL) are excluded.
| Institution | Shares | Value ($000) |
|---|---|---|
| Strategic Financial Concepts, LLC | 4,352 | $208 |
| CITADEL ADVISORS LLC | 40,771 | $1,951 |
| Kestra Advisory Services, LLC | 3,337 | $160 |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Tolleson Wealth Management, Inc. | 75,868 | 77,463 | +1,595 (+2.1%) |
| LongView Asset Management LLC | 5,856 | 6,361 | +505 (+8.6%) |
| COMMONWEALTH EQUITY SERVICES, LLC | 16,115 | 24,071 | +7,956 (+49.4%) |
| HighTower Advisors, LLC | 6,236 | 8,414 | +2,178 (+34.9%) |
| BANK OF AMERICA CORP /DE/ | 10,425 | 10,758 | +333 (+3.2%) |
| UBS Group AG | 110 | 258 | +148 (+134.5%) |
| Cambridge Investment Research Advisors, Inc. | 5,885 | 6,348 | +463 (+7.9%) |
| Institution | Prev Shares | Curr Shares | Change |
|---|---|---|---|
| Tower Research Capital LLC (TRC) | 15,329 | 3,864 | -11,465 (-74.8%) |
| Values Added Financial LLC | 12,806 | 12,359 | -447 (-3.5%) |
| JANE STREET GROUP, LLC | 34,330 | 6,420 | -27,910 (-81.3%) |
| LPL Financial LLC | 15,032 | 13,190 | -1,842 (-12.3%) |
| CoreCap Advisors, LLC | 479 | 24 | -455 (-95.0%) |
| OSAIC HOLDINGS, INC. | 7,943 | 7,677 | -266 (-3.3%) |
| Institution | Prev Shares | Prev Value ($000) |
|---|---|---|
| Painted Porch Advisors LLC | 95 | $5 |