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Nasdaq-100 Hedged Equity Income ETF (NUSI) Institutional Ownership

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$26.53 -0.04 (-0.15%)
Closing price 04:00 PM Eastern
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$26.56 +0.04 (+0.13%)
As of 05:13 PM Eastern
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Institutional Ownership Changes (13F Filings) for Nasdaq-100 Hedged Equity Income ETF (NYSEARCA:NUSI)

Number of
Institutional Buyers
(last 12 months)
0
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$22.56K
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NUSI Institutional Buying and Selling by Quarter

Nasdaq-100 Hedged Equity Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/7/2024NBC Securities Inc.25,622$573K0.1%-3.8%0.124%
11/4/2023NBC Securities Inc.26,629$536K0.1%N/A0.129%
11/2/20231776 Wealth LLC10,996$222K0.1%-39.1%0.053%
8/2/20231776 Wealth LLC18,063$389K0.2%-51.9%0.082%
7/26/2023 Janney Montgomery Scott LLC11,908$257K0.0%-54.1%0.054%
7/11/2023 Worth Asset Management LLC2,045$44K0.0%N/A0.009%
5/9/20231776 Wealth LLC37,576$738K0.4%-24.4%0.169%
3/6/2023OLD Mission Capital LLC43,421$803K0.0%+36.9%0.179%
2/9/2023Legacy Capital Wealth Partners LLC51,716$957K0.5%+6.1%0.213%
2/1/2023 Janney Montgomery Scott LLC25,897$479K0.0%-4.8%0.107%
11/14/2022OLD Mission Capital LLC31,725$617K0.0%-74.0%0.115%
11/14/2022Legacy Capital Wealth Partners LLC48,762$948K0.5%+2.0%0.177%
9/23/2022Capital Wealth Alliance LLC13,015$249K0.1%-36.5%0.044%
9/16/2022Private Trust Co. NA1,500$29K0.0%N/A0.005%
8/5/2022OLD Mission Capital LLC122,203$2.35M0.1%+116.8%0.411%
8/3/2022 Janney Montgomery Scott LLC27,283$530K0.0%-32.3%0.091%
5/9/2022Herold Advisors Inc.27,624$678K0.2%-10.8%0.085%
4/14/2022 AdvisorNet Financial Inc1,066$26K0.0%-73.1%0.003%
2/14/2022Legacy Capital Wealth Partners LLC47,356$1.22M0.5%+8.1%0.134%
2/9/2022Sowell Financial Services LLC11,204$313K0.0%N/A0.032%
2/2/2022Sigma Planning Corp9,747$272K0.0%N/A0.028%
1/27/2022Capital Wealth Alliance LLC15,937$444K0.3%+30.3%0.045%
1/27/2022 Janney Montgomery Scott LLC26,219$732K0.0%+8.4%0.074%
1/20/2022Herold Advisors Inc.30,976$864K0.3%-3.8%0.089%
11/5/2021Calton & Associates Inc.7,460$204K0.0%N/A0.027%
11/3/2021Herold Advisors Inc.32,210$884K0.3%N/A0.120%
11/2/2021Clearview Wealth Advisors LLC1,390$38K0.0%N/A0.005%
10/29/2021 Janney Montgomery Scott LLC24,178$664K0.0%N/A0.091%
10/27/2021Darwin Advisors LLC87,345$2.40M0.4%+50.8%0.335%
10/25/2021Cerity Partners LLC62,421$1.71M0.0%+10.8%0.241%
10/14/2021Livingston Group Asset Management CO operating as Southport Capital Management41,113$1.13M0.5%-2.4%0.166%
8/16/2021 Wealthcare Advisory Partners LLC24,977$703K0.0%+68.4%0.153%
8/13/2021OLD Mission Capital LLC19,021$535K0.0%N/A0.116%
8/12/2021Darwin Advisors LLC57,914$1.63M0.3%+352.8%0.354%
7/31/2021Livingston Group Asset Management CO operating as Southport Capital Management42,107$1.19M0.3%+24.6%0.258%
5/11/2021 Nelson Van Denburg & Campbell Wealth Management Group LLC1,030$27K0.0%N/A0.010%
5/7/2021Sowell Financial Services LLC9,099$247K0.0%-9.1%0.085%
4/30/2021 Wealthcare Advisory Partners LLC14,830$398K0.0%N/A0.141%
4/12/2021Livingston Group Asset Management CO operating as Southport Capital Management33,804$907K0.2%N/A0.338%
2/4/2021 AdvisorNet Financial Inc3,429$94K0.0%-15.9%0.067%
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(Data available from 1/1/2016 forward)

NUSI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NUSI shares?

During the previous two years, the following institutional investors and hedge funds held shares of Nasdaq-100 Hedged Equity Income ETF shares: Legacy Capital Wealth Partners LLC ($957K), OLD Mission Capital LLC ($803K), NBC Securities Inc. ($573K), Janney Montgomery Scott LLC ($257K), and 1776 Wealth LLC ($222K), Worth Asset Management LLC ($44K).Learn more on NUSI's institutional investors.

Which institutional investors have been buying Nasdaq-100 Hedged Equity Income ETF stock?

The following institutional investors have purchased Nasdaq-100 Hedged Equity Income ETF stock in the last 24 months: NBC Securities Inc. ($26.63K), OLD Mission Capital LLC ($11.70K), Legacy Capital Wealth Partners LLC ($2.95K), and Worth Asset Management LLC ($2.05K).

How much institutional buying is happening at Nasdaq-100 Hedged Equity Income ETF?

Institutional investors have bought a total of 43,324 shares in the last 24 months. This purchase volume represents approximately $851.71K in transactions.

Which Nasdaq-100 Hedged Equity Income ETF major shareholders have been selling company stock?

The following institutional investors have sold Nasdaq-100 Hedged Equity Income ETF stock in the last 24 months: 1776 Wealth LLC ($38.72K), Janney Montgomery Scott LLC ($15.36K), and NBC Securities Inc. ($1.01K).

How much institutional selling is happening at Nasdaq-100 Hedged Equity Income ETF?

Institutional investors have sold a total of 55,086 shares in the last 24 months. This volume of shares sold represents approximately $1.15M in transactions.



This page (NYSEARCA:NUSI) was last updated on 1/22/2025 by MarketBeat.com Staff
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