Institutional Owners for NUV
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| CULLEN/FROST BANKERS INC | DOMESTIC TAX EX INVT GRADE-CLOSED ENDED | 151 | $232,993 | 26,750 | 0.00 | 0.00 | -25,750 | -49.05 | 03-31-2024 |
| SEACREST WEALTH MANAGEMENT LLC | COM | 152 | $228,838 | 26,273 | 0.00 | 0.00 | -3,900 | -12.93 | 03-31-2024 |
| ROUNDVIEW CAPITAL LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MJP ASSOCIATES INC /ADV | COM | Liquidated | $0 | 0 | 0.10 | 0.10 | 22 | 0.09 | 12-31-2023 |
