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Nuance Investments LLC
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CRD # | 148534 |
SEC # | 801-69682 |
CIK # | 0001473182 |
AUM | $5.0 BB (2024-07-31) |
Employees | 22 (41% Investors, 0% Brokers) |
Phone | 816-743-7080 |
Address | 4900 Main Street Kansas City, MO 64112 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
Total AUM ($BB) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
XRAY | 7.7 | 0.3 | |
MMM | 74.2 | 0.3 | |
CLX | 16.9 | 0.2 | |
NTRS | 20.5 | 0.2 | |
CWT | 2.9 | 0.1 | |
KMB | 44.7 | 0.1 | |
HSIC | 10.5 | 0.1 | |
NVST | 6.3 | 0.1 | |
WERN | 2.5 | 0.1 | |
IDA | 5.4 | 0.1 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($BB) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 533 | 0.2 |
(b) Individuals (high net worth individuals) | 55 | 0.1 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 6 | 3.5 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 1 | 0.1 |
(g) Pension and profit sharing plans | 15 | 0.6 |
(h) Charitable organizations | 17 | 0.2 |
(i) State or municipal government entities | 5 | 0.1 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 27 | 0.2 |
(n) Other | 0 | 0.0 |
Total | 659 | 5.0 |
By Discretionary | ||
Discretionary | 659 | 5.0 |
Non-Discretionary | 0 | 0.0 |
Total | 659 | 5.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 5.0 | |
Total | 659 | 5.0 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001473182] | |
3 | [0001473182] | |
SC 13G | [0001473182] |
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Hays Financial Group LLC
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|
MN | 5.1 |
Greycourt & Co Inc
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PA | 5.1 |
Ritholtz Wealth Management
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NY | 5.0 |
Exencial Wealth Advisors LLC
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OK | 5.0 |
Douglass Winthrop Advisors LLC
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NY | 5.0 |
RBC Private Counsel USA Inc
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|
5.0 | |
Community Capital Management LLC
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|
FL | 5.0 |
Cassaday & Co Wealth Management LLC
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|
VA | 5.0 |
Truepoint Inc
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|
OH | 4.9 |
Foyston Gordon & Payne Inc
✚
|
4.9 |