Filing Research | NUVB - NUVATION BIO INC Institutional Holdings

Snapshot holdings

28 / 28 loaded

#		Instrument	quantity
1	Hennion & Walsh Asset Management, Inc.	Shares	446.7KSH	$2.5M
2	Tema ETFs LLC	Shares	395.3KSH	$2.2M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	81.8KSH	$475.3K
4	Police & Firemen's Retirement System of New Jersey	Shares	74.3KSH	$422.3K
5	SAPIENT CAPITAL LLC	Shares	31.4KSH	$178.6K
6	FIRETHORN WEALTH PARTNERS, LLC	Shares	20.4KSH	$115.9K
7	Revisor Wealth Management LLC	Shares	18.5KSH	$105.2K
8	Merit Financial Group, LLC	Shares	17.4KSH	$99.0K
9	Cornerstone Wealth Management, LLC	Shares	11.3KSH	$64.4K
10	EverSource Wealth Advisors, LLC	Shares	4.3KSH	$24.2K
11	Farther Finance Advisors, LLC	Shares	4.1KSH	$23.5K
12	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	1.7KSH	$9.2K
13	MassMutual Private Wealth & Trust, FSB	Shares	1.5KSH	$8.3K
14	SBI Securities Co., Ltd.	Shares	1.4KSH	$7.8K
15	TFC Financial Management, Inc.	Shares	1.3KSH	$7.4K
16	True Wealth Design, LLC	Shares	1.1KSH	$6.3K
17	SALEM INVESTMENT COUNSELORS INC	Shares	1.1KSH	$6.2K
18	IFP Advisors, Inc	Shares	1.1KSH	$6.1K
19	SIGNATUREFD, LLC	Shares	654SH	$3.7K
20	Physician Wealth Advisors, Inc.	Shares	469SH	$2.7K
21	Fortitude Family Office, LLC	Shares	323SH	$1.8K
22	SJS Investment Consulting Inc.	Shares	299SH	$1.7K
23	Wealth Enhancement Trust Services, Inc.	Shares	220SH	$1.3K
24	GAMMA Investing LLC	Shares	207SH	$1.2K
25	ENTRUST FINANCIAL LLC	Shares	160SH	$909
26	Versant Capital Management, Inc	Shares	156SH	$886
27	Handelsbanken Fonder AB	Shares	128.9KSH	$732
28	Roble, Belko & Company, Inc	Shares	10SH	$0

Manager changes2026-06-30 vs 2026-03-31

31 / 31 loaded

#		Instrument
1	Hennion & Walsh Asset Management, Inc. trimmed	Shares	-3.9K	+$604.1K	$2.5M
2	Tema ETFs LLC added	Shares	+2.6K	+$560.5K	$2.2M
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+7.3K	+$146.9K	$475.3K
4	Police & Firemen's Retirement System of New Jersey added	Shares	+8.1K	+$138.2K	$422.3K
5	SAPIENT CAPITAL LLC unchanged	Shares	0	+$43.7K	$178.6K
6	Merit Financial Group, LLC added	Shares	+2.2K	+$33.7K	$99.0K
7	FIRETHORN WEALTH PARTNERS, LLC unchanged	Shares	0	+$28.4K	$115.9K
8	Revisor Wealth Management LLC unchanged	Shares	0	+$25.7K	$105.2K
9	Cornerstone Wealth Management, LLC unchanged	Shares	0	+$15.8K	$64.4K
10	Farther Finance Advisors, LLC added	Shares	+2.0K	+$13.7K	$23.5K
11	EverSource Wealth Advisors, LLC trimmed	Shares	-37	+$5.8K	$24.2K
12	SBI Securities Co., Ltd. added	Shares	+354	+$3.4K	$7.8K
13	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$2.0K	$8.3K
14	TFC Financial Management, Inc. unchanged	Shares	0	+$1.8K	$7.4K
15	SJS Investment Consulting Inc. new	Shares	+299	+$1.7K	$1.7K
16	True Wealth Design, LLC trimmed	Shares	-3	+$1.5K	$6.3K
17	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$1.5K	$6.2K
18	Fortitude Family Office, LLC added	Shares	+244	+$1.5K	$1.8K
19	Wealth Enhancement Trust Services, Inc. new	Shares	+220	+$1.3K	$1.3K
20	ENTRUST FINANCIAL LLC new	Shares	+160	+$909	$909
21	SIGNATUREFD, LLC unchanged	Shares	0	+$909	$3.7K
22	Handelsbanken Fonder AB new	Shares	+128.9K	+$732	$732
23	Physician Wealth Advisors, Inc. unchanged	Shares	0	+$651	$2.7K
24	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-200	+$645	$9.2K
25	Versant Capital Management, Inc unchanged	Shares	0	+$217	$886
26	Roble, Belko & Company, Inc unchanged	Shares	0	$0	$0
27	GAMMA Investing LLC trimmed	Shares	-203	-$583	$1.2K
28	IFP Advisors, Inc trimmed	Shares	-2.7K	-$10.1K	$6.1K
29	Patriot Financial Group Insurance Agency, LLC exited	Shares	-10.0K	-$42.9K	$0
30	B. Riley Wealth Advisors, Inc. exited	Shares	-11.0K	-$44.5K	$0
31	Wealthcare Advisory Partners LLC exited	Shares	-107.0K	-$459.0K	$0