Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i NuShares ETF Trust - Nuveen ESG High Yield Corporate Bond ETF inkluderar Creative Planning, Fifth Third Bancorp, Lloyd Advisory Services, LLC., och Smartleaf Asset Management LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
Uppgradera för att låsa upp premiumdata.
| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 176 089 | 11,49 | 3 730 | 9,35 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 660 | 14 | ||||||
| 2026-04-24 | 13F | rebel Financial LLC | 106 653 | 7,68 | 2 259 | 5,61 | ||||
| 2026-05-01 | 13F | Natural Investments, Llc | 13 053 | 12,60 | 0 | |||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 296 | 6 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 33 825 | 6,82 | 730 | 5,95 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 68 584 | 1,98 | 1 453 | 0,00 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 4 938 | 105 | ||||||
| 2026-04-13 | 13F | Mather Group, Llc. | 2 755 | 58 | ||||||
| 2026-04-23 | 13F | Moss Adams Wealth Advisors LLC | 17 848 | 0,02 | 378 | −1,82 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 15 568 | 4,16 | 330 | 2,17 | ||||
| 2026-05-13 | 13F | Kingdom Financial Group LLC. | 660 | 0,30 | 14 | −7,14 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 59 | 1 | ||||||
| 2026-04-17 | 13F | Stewardship Advisors, LLC | 201 377 | 1,25 | 4 265 | −0,70 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 121 | 4,53 | 45 | 2,27 | ||||
| 2026-04-20 | 13F | Friedenthal Financial | 8 956 | 0,01 | 190 | −2,07 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 47 651 | 21,34 | 1 009 | 18,99 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 2 943 | 0,51 | 62 | −1,59 | ||||
| 2026-05-12 | 13F | Creative Planning | 34 289 | 726 | ||||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 8 663 | 11,68 | 183 | 9,58 | ||||
| 2026-04-10 | 13F | Quaker Wealth Management, LLC | 2 040 | 0,05 | 43 | −2,27 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 516 331 | 126,91 | 10 936 | 122,57 | ||||
| 2026-02-13 | 13F | Sei Investments Co | 167 078 | 11,63 | 3 608 | 10,74 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 1 574 | 82,18 | 33 | 83,33 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 162 | 10,96 | 3 | 0,00 | ||||
| 2026-05-08 | 13F | Sofos Investments, Inc. | 3 553 | 0,20 | 75 | −1,32 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 458 724 | 26,57 | 9 716 | 24,14 | ||||
| 2026-04-24 | 13F | Crux Wealth Advisors | 31 530 | 1,19 | 668 | −0,74 | ||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 9 527 | 0,99 | 202 | −0,99 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 35 462 | 18,03 | 751 | 15,90 | ||||
| 2026-05-14 | 13F | RMG Wealth Management LLC | 11 845 | 253 | ||||||
| 2026-05-15 | 13F | GWM Advisors LLC | 14 882 | 236 | ||||||
| 2026-05-15 | 13F | Fmr Llc | 38 | 1 | ||||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 9 152 | 28,87 | 194 | 26,14 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 114 926 | 7,22 | 2 434 | 5,19 |
