Institutional shares held 41.2 Million
0 calls
0 puts
Total value of holdings $1.63B
$0 calls
$0 puts
# of Institutions 245


Latest Institutional Activity in NULV

Top Purchases

Q2 2024
Canandaigua National Bank & Trust CO Shares Held: 58K ($2.29M)
Q2 2024
Raymond James Financial Services Advisors, Inc. Shares Held: 269K ($10.6M)
Q2 2024
Kingswood Wealth Advisors, LLC Shares Held: 45.7K ($1.81M)
Q2 2024
Shotwell Rutter Baer Inc Shares Held: 22.2K ($879K)
Q2 2024
Garrett Investment Advisors LLC Shares Held: 27.3K ($1.08M)

Top Sells

Q2 2024
Cambridge Investment Research Advisors, Inc. Shares Held: 513K ($20.3M)
Q2 2024
Bsw Wealth Partners Shares Held: 149K ($5.91M)
Q2 2024
Stewardship Advisors, LLC Shares Held: 103K ($4.09M)
Q2 2024
Envestnet Portfolio Solutions, Inc. Shares Held: 317K ($12.5M)
Q2 2024
Institute For Wealth Management, Llc. Shares Held: 5.43K ($215K)

About NULV

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