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Institutional Holdings
NUVOwnership Summary
Institutions Holding
19
Total Shares Held
682,891
Total Value Held
$5,405,205
Quarter
2026-06-30
Active Positions
Increased Positions
4
159,687 shares
Decreased Positions
3
54,863 shares
Held Positions
4
66,103 shares
New Positions
5
402,238 shares
Sold Out Positions
3
1,080,246 shares
| Institution | Shares | Value | Change | % of Portfolio | Reported |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL INC | 266,442 | $2,457,022 | New position | 0.00% | 2026-06-30 |
| Venturi Wealth Management, LLC | 115,754 | $1,067,250 | ▲ +62 | 0.04% | 2026-06-30 |
| Pathway Financial Advisers, LLC | 59,871 | $552,008 | New position | 0.14% | 2026-06-30 |
| Ascentis Wealth Management, LLC | 26,566 | $244,942 | ▲ +7,237 | 0.04% | 2026-06-30 |
| BAYBAN | 22,100 | $203,762 | Unchanged | 0.16% | 2026-06-30 |
| DELTA FINANCIAL ADVISORS LLC | 20,125 | $185,553 | New position | 0.04% | 2026-06-30 |
| Ethos Financial Group, LLC | 19,939 | $182,093 | Unchanged | 0.01% | 2026-06-30 |
| WESBANCO BANK INC | 18,157 | $167,407 | Unchanged | 0.00% | 2026-06-30 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 16,877 | $155,606 | ▲ +169 | 0.03% | 2026-06-30 |
| Bank of New York Mellon Corp | 10,416 | $96,036 | ▼ -77 | 0.00% | 2026-06-30 |
| RHL GROUP, LLC | 5,907 | $53,163 | Unchanged | 0.04% | 2026-06-30 |
| PRIVATE TRUST CO NA | 2,990 | $27,568 | ▼ -617 | 0.00% | 2026-06-30 |
| COMPASS FINANCIAL MANAGEMENT LLC | 800 | $7,373 | New position | 0.00% | 2026-06-30 |
| JPMORGAN CHASE & CO | 490 | $4,533 | ▲ +290 | 0.00% | 2026-06-30 |
| COHEN & STEERS, INC. | 55,000 | $507 | New position | 0.00% | 2026-06-30 |
| WEDBUSH SECURITIES INC | 41,457 | $382 | ▼ -3,134 | 0.01% | 2026-06-30 |
| VAN ECK ASSOCIATES CORP | 0 | $0 | Sold out | 2026-06-30 | |
| Arax Advisory Partners | 0 | $0 | Sold out | 2026-06-30 | |
| Hurley Capital, LLC | 0 | $0 | Sold out | 2026-06-30 |