 |
|
|
This page summarizes the NUS holdings changes quarter over quarter among those 13F filers that have reported for
the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024.
Share count is compared over these two periods to provide an indication of whether NUS is being accumulated or
sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the
long only reporting requirement).
| Filer | 12/31/2023
Share Count | 3/31/2024
Share Count | Change | % Change |
|---|
| 13F Filers Increasing NUS Share Count |
|---|
| Huntington National Bank |
1 |
79 |
+78 |
+7800.00% |
| Allworth Financial LP |
242 |
1,094 |
+852 |
+352.07% |
| Investors Research Corp |
815 |
2,315 |
+1,500 |
+184.05% |
| CWM LLC |
2,375 |
3,286 |
+911 |
+38.36% |
| GAMMA Investing LLC |
1,771 |
2,144 |
+373 |
+21.06% |
| BNP Paribas Arbitrage SA |
103,106 |
114,326 |
+11,220 |
+10.88% |
| Mirae Asset Global Investments Co. Ltd. |
24,020 |
26,077 |
+2,057 |
+8.56% |
| Capital Advisors Ltd. LLC |
238 |
258 |
+20 |
+8.40% |
| Bank of New York Mellon Corp |
836,550 |
857,163 |
+20,613 |
+2.46% |
| SummerHaven Investment Management LLC |
24,107 |
24,626 |
+519 |
+2.15% |
| Texas Permanent School Fund |
42,452 |
42,895 |
+443 |
+1.04% |
| Financial Connections Group Inc. |
109 |
110 |
+1 |
+0.92% |
| Dynamic Advisor Solutions LLC |
10,601 |
10,628 |
+27 |
+0.25% |
| 13F Filers Reporting New Positions In NUS |
|---|
| Proequities Inc. |
0 |
0 |
UNCH |
100% |
| New Mexico Educational Retirement Board |
0 |
10,500 |
+10,500 |
+100% |
| UMB Bank N A MO |
0 |
1,298 |
+1,298 |
+100% |
| Natixis Advisors L.P. |
0 |
16,888 |
+16,888 |
+100% |
| GSA Capital Partners LLP |
0 |
59,057 |
+59,057 |
+100% |
| Robeco Institutional Asset Management B.V. |
0 |
11,930 |
+11,930 |
+100% |
| Exchange Traded Concepts LLC |
0 |
26,251 |
+26,251 |
+100% |
| Nelson Van Denburg & Campbell Wealth Management Group LLC |
0 |
9 |
+9 |
+100% |
| Counterpoint Mutual Funds LLC |
0 |
50,876 |
+50,876 |
+100% |
| Steel Peak Wealth Management LLC |
0 |
14,965 |
+14,965 |
+100% |
| Fidelis Capital Partners LLC |
0 |
8,067 |
+8,067 |
+100% |
| Smartleaf Asset Management LLC |
0 |
166 |
+166 |
+100% |
| Private Wealth Management Group LLC |
0 |
251 |
+251 |
+100% |
| 13F Filers With Unchanged Share Count |
|---|
| LSV Asset Management |
25,400 |
25,400 |
UNCH |
0.00% |
| Family Capital Trust Co |
500 |
500 |
UNCH |
0.00% |
| Farmers & Merchants Investments Inc. |
35 |
35 |
UNCH |
0.00% |
| Zurcher Kantonalbank Zurich Cantonalbank |
9,490 |
9,490 |
UNCH |
0.00% |
| Gradient Investments LLC |
1 |
1 |
UNCH |
0.00% |
| JJJ Advisors Inc. |
16 |
16 |
UNCH |
0.00% |
| Bogart Wealth LLC |
200 |
200 |
UNCH |
0.00% |
| Maryland State Retirement & Pension System |
17,957 |
17,957 |
UNCH |
0.00% |
| Addison Advisors LLC |
200 |
200 |
UNCH |
0.00% |
| Householder Group Estate & Retirement Specialist LLC |
600 |
600 |
UNCH |
0.00% |
| Quent Capital LLC |
213 |
213 |
UNCH |
0.00% |
| 13F Filers Decreasing NUS Share Count |
|---|
| Global Retirement Partners LLC |
1,248 |
8 |
-1,240 |
-99.36% |
| Parallel Advisors LLC |
523 |
151 |
-372 |
-71.13% |
| Victory Capital Management Inc. |
458,745 |
177,922 |
-280,823 |
-61.22% |
| Lindbrook Capital LLC |
516 |
205 |
-311 |
-60.27% |
| Signaturefd LLC |
5,000 |
2,200 |
-2,800 |
-56.00% |
| Janney Montgomery Scott LLC |
24,774 |
11,322 |
-13,452 |
-54.30% |
| Hexagon Capital Partners LLC |
14 |
7 |
-7 |
-50.00% |
| M&R Capital Management Inc. |
200 |
100 |
-100 |
-50.00% |
| Fifth Third Bancorp |
988 |
758 |
-230 |
-23.28% |
| Massmutual Trust Co. FSB ADV |
650 |
536 |
-114 |
-17.54% |
| Quantbot Technologies LP |
38,304 |
32,065 |
-6,239 |
-16.29% |
| Nisa Investment Advisors LLC |
7,840 |
6,797 |
-1,043 |
-13.30% |
| Amalgamated Bank |
17,667 |
16,092 |
-1,575 |
-8.91% |
| Yousif Capital Management LLC |
24,483 |
22,408 |
-2,075 |
-8.48% |
| Oregon Public Employees Retirement Fund |
14,415 |
13,280 |
-1,135 |
-7.87% |
| New York State Teachers Retirement System |
53,717 |
52,279 |
-1,438 |
-2.68% |
| Nordea Investment Management AB |
232,974 |
229,655 |
-3,319 |
-1.42% |
| State of Alaska Department of Revenue |
30,397 |
30,100 |
-297 |
-0.98% |
| Louisiana State Employees Retirement System |
24,700 |
24,500 |
-200 |
-0.81% |
| Principal Financial Group Inc. |
257,641 |
256,643 |
-998 |
-0.39% |
| 13F Filers Exiting NUS |
|---|
| DiNuzzo Private Wealth Inc. |
8 |
0 |
-8 |
-100.00% |
| DGS Capital Management LLC |
18,916 |
0 |
-18,916 |
-100.00% |
| SJS Investment Consulting Inc. |
10 |
0 |
-10 |
-100.00% |
| Allspring Global Investments Holdings LLC |
13,008 |
0 |
-13,008 |
-100.00% |
| Ronald Blue Trust Inc. |
304 |
0 |
-304 |
-100.00% |
| Semanteon Capital Management LP |
27,051 |
0 |
-27,051 |
-100.00% |
| Versant Capital Management Inc |
118 |
0 |
-118 |
-100.00% |
| Glassman Wealth Services |
121 |
0 |
-121 |
-100.00% |
| JFS Wealth Advisors LLC |
9 |
0 |
-9 |
-100.00% |
| Simplex Trading LLC |
1,818 |
0 |
-1,818 |
-100.00% |
| Parkside Financial Bank & Trust |
18 |
0 |
-18 |
-100.00% |
| Capstone Investment Advisors LLC |
23,581 |
0 |
-23,581 |
-100.00% |
| AdvisorNet Financial Inc |
42 |
0 |
-42 |
-100.00% |
| Private Trust Co. NA |
39 |
0 |
-39 |
-100.00% |
See Summary: Institutional Holders of NUS
See Details: Top 10 Hedge Funds Holding NUS
Also See: NUS Insider Buying
|
|
