HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing NUAG Share Count | ||||
| Jane Street Group LLC | 21,784 | 125,715 | +103,931 | +477.10% |
| Raymond James & Associates | 15,194 | 27,961 | +12,767 | +84.03% |
| Royal Bank of Canada | 2,675 | 3,435 | +760 | +28.41% |
| LPL Financial LLC | 409,250 | 418,538 | +9,288 | +2.27% |
| Prospera Financial Services Inc | 67,997 | 68,850 | +853 | +1.25% |
| McNamara Financial Services Inc. | 18,621 | 18,647 | +26 | +0.14% |
| 13F Filers Reporting New Positions In NUAG | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| Bank of Montreal Can | 0 | 17,142 | +17,142 | +100% |
| GHP Investment Advisors Inc. | 0 | 483 | +483 | +100% |
| Citadel Advisors LLC | 0 | 25,286 | +25,286 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Harbour Investments Inc. | 4,050 | 4,050 | UNCH | 0.00% |
| Assetmark Inc. | 1,834 | 1,834 | UNCH | 0.00% |
| Nuveen Asset Management LLC | 446,333 | 446,333 | UNCH | 0.00% |
| Steward Partners Investment Advisory LLC | 1,895 | 1,895 | UNCH | 0.00% |
| Global Retirement Partners LLC | 904 | 904 | UNCH | 0.00% |
| Beaumont Financial Advisors LLC | 14,909 | 14,909 | UNCH | 0.00% |
| 13F Filers Decreasing NUAG Share Count | ||||
| Advisor Group Holdings Inc. | 6,231 | 101 | -6,130 | -98.38% |
| Wells Fargo & Company MN | 12,100 | 6,350 | -5,750 | -47.52% |
| Bank of America Corp DE | 40,760 | 27,782 | -12,978 | -31.84% |
| Morgan Stanley | 41,268 | 30,945 | -10,323 | -25.01% |
| Envestnet Asset Management Inc. | 14,964 | 14,345 | -619 | -4.14% |
| UBS Group AG | 37,467 | 36,874 | -593 | -1.58% |
| 13F Filers Exiting NUAG | ||||
| Buck Wealth Strategies LLC | 1,723 | 0 | -1,723 | -100.00% |
| Alta Wealth Advisors LLC | 26,755 | 0 | -26,755 | -100.00% |
See Summary: Institutional Holders of NUAG
See Details: Top 10 Hedge Funds Holding NUAG
