HoldingsChannel.com
| Filer | 9/30/2023 Share Count | 12/31/2023 Share Count | Change | % Change |
|---|---|---|---|---|
| 13F Filers Increasing NUDM Share Count | ||||
| International Assets Investment Management LLC | 171 | 5,149 | +4,978 | +2911.11% |
| Covestor Ltd | 133 | 431 | +298 | +224.06% |
| Flow Traders U.S. LLC | 27,338 | 80,178 | +52,840 | +193.28% |
| Northwestern Mutual Wealth Management Co. | 10,645 | 23,844 | +13,199 | +123.99% |
| MML Investors Services LLC | 13,479 | 24,806 | +11,327 | +84.03% |
| OLD Mission Capital LLC | 53,193 | 73,316 | +20,123 | +37.83% |
| Personal Resources Investment & Strategic Management Inc. | 17,225 | 22,827 | +5,602 | +32.52% |
| Creative Planning | 64,611 | 77,995 | +13,384 | +20.71% |
| LPL Financial LLC | 79,585 | 95,446 | +15,861 | +19.93% |
| Bond & Devick Financial Network Inc. | 28,861 | 34,208 | +5,347 | +18.53% |
| Better Money Decisions LLC | 81,154 | 94,797 | +13,643 | +16.81% |
| Morgan Stanley | 305,547 | 351,122 | +45,575 | +14.92% |
| GWM Advisors LLC | 8,424 | 9,479 | +1,055 | +12.52% |
| Bank of America Corp DE | 598,427 | 665,865 | +67,438 | +11.27% |
| Brio Consultants LLC | 54,044 | 59,702 | +5,658 | +10.47% |
| Envestnet Asset Management Inc. | 283,028 | 312,411 | +29,383 | +10.38% |
| The PNC Financial Services Group Inc. | 13,827 | 15,208 | +1,381 | +9.99% |
| Assetmark Inc. | 64,241 | 69,640 | +5,399 | +8.40% |
| Thrivent Financial for Lutherans | 149,242 | 161,642 | +12,400 | +8.31% |
| Trust Co | 33,144 | 35,897 | +2,753 | +8.31% |
| Sowell Financial Services LLC | 29,928 | 32,395 | +2,467 | +8.24% |
| US Financial Advisors LLC | 21,903 | 23,522 | +1,619 | +7.39% |
| Cary Street Partners Investment Advisory LLC | 51,468 | 54,885 | +3,417 | +6.64% |
| Perella Weinberg Partners Capital Management LP | 415,503 | 440,799 | +25,296 | +6.09% |
| Wescott Financial Advisory Group LLC | 10,381 | 10,990 | +609 | +5.87% |
| Commonwealth Equity Services LLC | 38,307 | 40,351 | +2,044 | +5.34% |
| Oppenheimer Asset Management Inc. | 32,863 | 34,550 | +1,687 | +5.13% |
| HighTower Advisors LLC | 58,995 | 61,058 | +2,063 | +3.50% |
| Fountainhead AM LLC | 15,874 | 16,410 | +536 | +3.38% |
| Mission Wealth Management LP | 166,448 | 172,063 | +5,615 | +3.37% |
| Baystate Wealth Management LLC | 5,181 | 5,348 | +167 | +3.22% |
| Wealthfront Advisers LLC | 1,088,277 | 1,111,532 | +23,255 | +2.14% |
| IAG Wealth Partners LLC | 5,590 | 5,707 | +117 | +2.09% |
| Advisory Services Network LLC | 27,522 | 27,970 | +448 | +1.63% |
| Captrust Financial Advisors | 12,159 | 12,320 | +161 | +1.32% |
| NBC Securities Inc. | 81 | 82 | +1 | +1.23% |
| AdvisorNet Financial Inc | 21,297 | 21,498 | +201 | +0.94% |
| Lockerman Financial Group Inc. | 23,979 | 24,170 | +191 | +0.80% |
| Royal Bank of Canada | 722,586 | 725,757 | +3,171 | +0.44% |
| Wealth Architects LLC | 16,344 | 16,383 | +39 | +0.24% |
| Envestnet Portfolio Solutions Inc. | 337,523 | 338,227 | +704 | +0.21% |
| 13F Filers Reporting New Positions In NUDM | ||||
| Proequities Inc. | 0 | 0 | UNCH | 100% |
| FMR LLC | 0 | 66 | +66 | +100% |
| Bank of Montreal Can | 0 | 51,586 | +51,586 | +100% |
| Schmidt P J Investment Management Inc. | 0 | 9,771 | +9,771 | +100% |
| Private Trust Co. NA | 0 | 895 | +895 | +100% |
| Jane Street Group LLC | 0 | 284,941 | +284,941 | +100% |
| Clarity Asset Management Inc. | 0 | 10,571 | +10,571 | +100% |
| Keener Financial Planning LLC | 0 | 9,729 | +9,729 | +100% |
| Evergreen Private Wealth LLC | 0 | 6,426 | +6,426 | +100% |
| Maia Wealth LLC | 0 | 11,178 | +11,178 | +100% |
| Trademark Financial Management LLC | 0 | 54,130 | +54,130 | +100% |
| Sunpointe LLC | 0 | 7,102 | +7,102 | +100% |
| 13F Filers With Unchanged Share Count | ||||
| Harbour Investments Inc. | 112 | 112 | UNCH | 0.00% |
| Comerica Bank | 2,068 | 2,068 | UNCH | 0.00% |
| Empirical Financial Services LLC d.b.a. Empirical Wealth Management | 38,931 | 38,931 | UNCH | 0.00% |
| Westside Investment Management Inc. | 100 | 100 | UNCH | 0.00% |
| Gradient Investments LLC | 129 | 129 | UNCH | 0.00% |
| Bartlett & Co. LLC | 3,735 | 3,735 | UNCH | 0.00% |
| Macroview Investment Management LLC | 10 | 10 | UNCH | 0.00% |
| Allworth Financial LP | 917 | 917 | UNCH | 0.00% |
| Tortoise Investment Management LLC | 3,500 | 3,500 | UNCH | 0.00% |
| IFP Advisors Inc | 59 | 59 | UNCH | 0.00% |
| Financial Insights Inc. | 9,452 | 9,452 | UNCH | 0.00% |
| EverSource Wealth Advisors LLC | 701 | 701 | UNCH | 0.00% |
| Steward Partners Investment Advisory LLC | 6,734 | 6,734 | UNCH | 0.00% |
| Global Retirement Partners LLC | 492 | 492 | UNCH | 0.00% |
| Robertson Stephens Wealth Management LLC | 8,367 | 8,367 | UNCH | 0.00% |
| Tolleson Wealth Management Inc. | 13,479 | 13,479 | UNCH | 0.00% |
| IMPACTfolio LLC | 12,006 | 12,006 | UNCH | 0.00% |
| Financial Connections Group Inc. | 13,046 | 13,046 | UNCH | 0.00% |
| Bartlett & CO. Wealth Management LLC | 3,735 | 3,735 | UNCH | 0.00% |
| 13F Filers Decreasing NUDM Share Count | ||||
| JPMorgan Chase & Co. | 6,136 | 1,313 | -4,823 | -78.60% |
| Whittier Trust Co. | 50,946 | 19,869 | -31,077 | -61.00% |
| Citadel Advisors LLC | 100,849 | 41,004 | -59,845 | -59.34% |
| Private Advisor Group LLC | 28,847 | 16,536 | -12,311 | -42.68% |
| Raymond James & Associates | 21,506 | 14,540 | -6,966 | -32.39% |
| Sound Stewardship LLC | 21,797 | 18,078 | -3,719 | -17.06% |
| Money Design Co. Ltd. | 128,136 | 109,501 | -18,635 | -14.54% |
| TIAA Trust National Association | 2,199,687 | 1,923,764 | -275,923 | -12.54% |
| McNamara Financial Services Inc. | 23,665 | 21,767 | -1,898 | -8.02% |
| Cetera Investment Advisers | 66,171 | 61,638 | -4,533 | -6.85% |
| Sand Hill Global Advisors LLC | 13,820 | 12,943 | -877 | -6.35% |
| Whittier Trust Co. of Nevada Inc. | 23,548 | 22,080 | -1,468 | -6.23% |
| Mutual Advisors LLC | 15,999 | 15,114 | -885 | -5.53% |
| US Bancorp DE | 11,442 | 10,894 | -548 | -4.79% |
| Cambridge Investment Research Advisors Inc. | 640,870 | 611,452 | -29,418 | -4.59% |
| Raymond James Financial Services Advisors Inc. | 12,159 | 11,719 | -440 | -3.62% |
| Creative Financial Designs Inc. ADV | 2,009 | 1,937 | -72 | -3.58% |
| D.A. Davidson & CO. | 9,608 | 9,361 | -247 | -2.57% |
| WCG Wealth Advisors LLC | 244,758 | 238,607 | -6,151 | -2.51% |
| CX Institutional | 38,124 | 37,483 | -641 | -1.68% |
| Walkner Condon Financial Advisors LLC | 18,808 | 18,517 | -291 | -1.55% |
| UBS Group AG | 290,466 | 287,763 | -2,703 | -0.93% |
| Honkamp Krueger Financial Services Inc. | 98,345 | 97,456 | -889 | -0.90% |
| UMB Bank N A MO | 118,299 | 117,834 | -465 | -0.39% |
| Moneywise Inc. | 17,215 | 17,163 | -52 | -0.30% |
| Evolution Advisers Inc. | 131,194 | 130,932 | -262 | -0.20% |
| Vestmark Advisory Solutions Inc. | 150,885 | 150,640 | -245 | -0.16% |
| Advisor Group Holdings Inc. | 54,080 | 54,045 | -35 | -0.06% |
| 13F Filers Exiting NUDM | ||||
| PFG Investments LLC | 111,631 | 0 | -111,631 | -100.00% |
| Creative Capital Management Investments LLC | 1,798 | 0 | -1,798 | -100.00% |
| Cook Wealth Management Group LLC | 12,340 | 0 | -12,340 | -100.00% |
| Flynn Zito Capital Management LLC | 9,917 | 0 | -9,917 | -100.00% |
| Legacy Financial Group LLC | 13,293 | 0 | -13,293 | -100.00% |
| Orion Portfolio Solutions LLC | 12,999 | 0 | -12,999 | -100.00% |
| 3EDGE Asset Management LP | 300,668 | 0 | -300,668 | -100.00% |
| Stonebridge Capital Advisors LLC | 1,483 | 0 | -1,483 | -100.00% |
See Summary: Institutional Holders of NUDM
See Details: Top 10 Hedge Funds Holding NUDM
