Institutional shares held 9.13 Million
0 calls
0 puts
Total value of holdings $265M
$0 calls
$0 puts
# of Institutions 110


Latest Institutional Activity in NUEM

Top Purchases

Q1 2025
Tfc Financial Management Shares Held: 282K ($8.2M)
Q1 2025
Colorado Capital Management, Inc. Shares Held: 245K ($7.11M)
Q1 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 136K ($3.94M)
Q1 2025
Envestnet Portfolio Solutions, Inc. Shares Held: 164K ($4.76M)
Q1 2025
Charter Oak Capital Management, LLC Shares Held: 7.24K ($210K)

Top Sells

Q1 2025
Stewardship Advisors, LLC Shares Held: 33.8K ($984K)
Q1 2025
Greenup Street Wealth Management LLC Shares Held: 15.7K ($456K)
Q1 2025
Umb Bank, N.A. Shares Held: 15.6K ($454K)
Q1 2025
First Pacific Financial Shares Held: 23.6K ($687K)
Q1 2025
Creative Financial Designs Inc Shares Held: 725 ($21.1K)

About NUEM

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