Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF inkluderar rebel Financial LLC, Crux Wealth Advisors, Modern Wealth Management, LLC, Savvy Advisors, Inc., Betterment LLC, Riverwater Partners LLC, Snider Financial Group, Stephens Consulting, LLC, Scarborough Advisors, LLC, och Harbor Asset Planning, Inc. .
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.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Wescott Financial Advisory Group, LLC | 20 244 | 20,90 | 849 | 25,26 | ||||
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 106 247 | 11,01 | 4 454 | 14,92 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5 208 | 62,34 | 218 | 68,99 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 14 868 | 7,45 | 1 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 1 362 650 | 3,94 | 57 115 | 7,60 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 19 521 | 14,24 | 818 | 18,38 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 24 069 | 14,10 | 1 009 | 18,03 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 13 746 | 8,45 | 576 | 12,28 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 650 | 4,33 | 27 | 8,00 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 5 360 | 225 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 19 473 | 1,95 | 816 | 5,56 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 173 881 | 0,45 | 7 288 | 3,98 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 13 570 368 | 0,31 | 568 802 | 3,84 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 17 195 | 5,82 | 721 | 9,59 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 380 | 1,33 | 16 | 0,00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 178 114 | 0,44 | 7 466 | 8,69 | ||||
| 2025-08-14 | 13F | Staley Capital Advisers Inc | 100 000 | 17,65 | 4 192 | 21,80 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 9 897 | 415 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 10 074 | 5,19 | 422 | 9,04 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 13 749 | 4,67 | 576 | 8,47 | ||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 210 701 | 2,37 | 8 832 | 5,98 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 30 075 | 32,05 | 1 261 | 36,66 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 5 036 | 0,40 | 211 | 3,94 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 42 551 | 4,56 | 1 784 | 8,26 | ||||
| 2025-07-09 | 13F | O'Brien Wealth Partners LLC | 272 488 | 0,63 | 11 421 | 4,18 | ||||
| 2025-07-23 | 13F | ETF Portfolio Partners, Inc. | 9 502 | 5,98 | 398 | 9,64 | ||||
| 2025-08-05 | 13F | Snider Financial Group | 4 882 | 205 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 5 698 | 2,11 | 239 | 5,78 | ||||
| 2025-08-05 | 13F | Clarity Wealth Development LLC | 9 229 | 3,64 | 387 | 10,60 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 346 229 | 1,04 | 14 512 | 4,60 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 35 723 | 5,74 | 1 497 | 9,51 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 52 599 | 0,06 | 2 205 | 3,57 | ||||
| 2025-08-08 | 13F | Better Money Decisions, LLC | 20 516 | 3,45 | 860 | 7,11 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 235 930 | 3,76 | 9 888 | 7,40 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 134 719 | 2,26 | 5 647 | 5,85 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 11 430 | 5,49 | 479 | 9,36 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 38 197 | 109,02 | 1 603 | 119,15 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 476 260 | 1,69 | 20 | 5,56 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 218 916 | 0,61 | 9 176 | 4,14 | ||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 12 732 | 6,79 | 1 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 326 257 | 0,62 | 13 675 | 4,17 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 335 129 | 7,89 | 14 047 | 11,69 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4 292 766 | 11,18 | 179 931 | 15,10 | ||||
| 2025-07-29 | 13F | Crux Wealth Advisors | 90 354 | 3 787 | ||||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 27 762 | 3,70 | 1 164 | 7,39 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 34 898 | 571,12 | 1 | |||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 89 026 | 4,33 | 3 732 | 8,02 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 43 879 | 0,43 | 1 839 | 3,96 | ||||
| 2025-08-08 | 13F | Laurel Wealth Planning LLC | 24 439 | 105,54 | 1 024 | 112,89 | ||||
| 2025-08-13 | 13F | Milestone Investment Advisors LLC | 2 750 | 16,82 | 115 | 21,05 | ||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 12 792 | 79,36 | 536 | 95,62 | ||||
| 2025-08-14 | 13F | Betterment LLC | 6 480 | 0 | ||||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 450 848 | 122,05 | 18 897 | 129,86 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 11 256 | 0,14 | 472 | 9,28 | ||||
| 2025-07-07 | 13F | Shotwell Rutter Baer Inc | 24 343 | 0,69 | 1 033 | 15,55 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 3 097 | 19,58 | 130 | 24,04 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 27 630 | 16,82 | 1 158 | 21,00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 20 428 | 856 | ||||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 11 584 | 1,87 | 486 | 5,43 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 113 372 | 23,15 | 4 752 | 27,50 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2 905 | 12,08 | 0 | −100,00 | ||||
| 2025-08-14 | 13F | Dagco, Inc. | 2 148 | 0,14 | 90 | 4,65 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 44 035 | 10,70 | 1 846 | 14,60 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 100 953 | 7,28 | 4 231 | 11,05 | ||||
| 2025-07-22 | 13F | Confluence Wealth Services, Inc. | 10 747 | 0,34 | 450 | 9,49 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 1 902 | 18,88 | 80 | 23,44 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 4 814 | 0 | ||||||
| 2025-07-22 | 13F | Sage Financial Group Inc | 17 077 | 0,01 | 716 | 3,47 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 75 523 | 2,75 | 3 166 | 6,35 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 14 220 | 2,45 | 596 | 6,05 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 26 552 | 68,65 | 1 113 | 74,57 | ||||
| 2025-08-07 | 13F | Verus Capital Partners, Llc | 9 141 | 0,30 | 383 | 3,79 | ||||
| 2025-08-14 | 13F | Balanced Rock Investment Advisor | 56 727 | 21,36 | 2 378 | 25,63 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 56 813 | 5,91 | 2 381 | 9,67 | ||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 14 539 | 0,32 | 609 | 3,92 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 11 851 | 8,66 | 497 | 12,47 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1 392 | 37,55 | 58 | 45,00 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 10 643 | 1,02 | 446 | 4,69 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 680 | 57,04 | 28 | 64,71 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 63 076 | 154,50 | 2 626 | 161,71 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 23 056 | 21,08 | 966 | 25,29 | ||||
| 2025-08-07 | 13F | Commerce Bank | 24 260 | 3,10 | 1 017 | 6,72 | ||||
| 2025-07-31 | 13F | LongView Asset Management LLC | 54 840 | 4,67 | 2 299 | 8,35 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 5 576 | 226 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 19 547 | 0,72 | 1 | |||||
| 2025-08-25 | 13F | Hilltop Partners LLC | 5 646 | 237 | ||||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 9 051 | 4,87 | 386 | 13,24 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 181 748 | 0,18 | 7 618 | 3,69 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 5 386 | 226 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 12 317 | 6,13 | 516 | 10,02 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 73 | 3 | ||||||
| 2025-07-31 | 13F | First Business Financial Services, Inc. | 21 249 | 1,43 | 891 | 4,95 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 7 653 | 8,09 | 321 | 11,89 | ||||
| 2025-08-01 | 13F | Riverwater Partners LLC | 6 230 | 261 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 26 400 | 1,92 | 1 107 | 5,53 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 6 138 | 6,53 | 257 | 10,34 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 32 129 | 0,08 | 1 347 | 3,62 | ||||
| 2025-07-25 | 13F | Evolution Advisers, Inc. | 61 422 | 0,18 | 3 | 0,00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 117 586 | 9,93 | 4 929 | 13,81 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 34 225 | 5,26 | 1 435 | 8,97 | ||||
| 2025-08-14 | 13F | Abound Financial, Llc | 15 917 | 5,89 | 667 | 9,70 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 15 702 | 0,61 | 658 | 4,28 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 189 | 8 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 431 | 87,39 | 18 | 100,00 | ||||
| 2025-08-01 | 13F | Penobscot Wealth Management | 7 160 | 17,59 | 300 | 21,95 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 91 145 | 3 820 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 67 427 | 3 | ||||||
| 2025-07-29 | 13F | Sincerus Advisory, LLC | 35 879 | 3,90 | 1 529 | 9,30 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 57 772 | 2,69 | 2 422 | 6,32 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21 229 | 4,27 | 890 | 7,89 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 9 921 | 60,12 | 416 | 66,00 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 8 712 | 27,72 | 365 | 32,25 |
