Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF inkluderar rebel Financial LLC, Cerity Partners LLC, Evergreen Capital Management Llc, McAdam, LLC, Atomi Financial Group, Inc., 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 | Aptus Capital Advisors, LLC | 107 | 64,62 | 5 | 150,00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3 075 | 54,83 | 149 | 74,12 | ||||
| 2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 7 314 | 28,54 | 354 | |||||
| 2025-07-18 | 13F | Vicus Capital | 22 267 | 0,18 | 1 079 | 13,12 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 7 165 | 347 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 472 802 | 9,72 | 22 907 | 23,86 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 8 265 | 52,63 | 400 | 72,41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 4 750 | 230 | ||||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 191 | 4,37 | 9 | 28,57 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 347 720 | 4,70 | 16 847 | 18,19 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 16 031 | 781 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 224 357 | 8,11 | 10 870 | 22,04 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 242 | 109 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 138 | 17,16 | 297 | 32,59 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 8 001 | 119,75 | 0 | |||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 4 328 | 210 | ||||||
| 2025-05-08 | 13F | Us Financial Advisors, Llc | 14 002 | 4,26 | 601 | −5,66 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17 571 | 177,93 | 862 | 218,08 | ||||
| 2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 10 244 | 37,10 | 496 | 55,00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5 030 | 244 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 55 010 | 9,87 | 2 641 | 23,01 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 9 481 | 0,43 | 459 | 13,33 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 142 475 | 13,38 | 7 | 20,00 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 4 521 | 219 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5 412 | 12,66 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 2 995 | 1,08 | 145 | 14,17 | ||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 12 200 | 1,67 | 591 | 14,98 | ||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 8 757 | 19,26 | 424 | 34,60 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 382 679 | 7,16 | 18 541 | 20,96 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 058 | 100 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 37 521 | 0,68 | 1 818 | 13,63 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 7 149 | 9,20 | 346 | 23,57 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11 089 | 108,40 | 537 | 135,53 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 109 271 | 1,28 | 53 744 | 14,33 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 790 108 | 0,39 | 38 281 | 13,33 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 10 207 | 19,62 | 495 | 34,97 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 37 704 | 5,70 | 1 827 | 19,35 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 24 482 | 3,15 | 1 186 | 16,50 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1 175 | 37,43 | 57 | 40,00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4 348 | 211 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 154 | |||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 13 048 | 1 | ||||||
| 2025-07-24 | 13F | rebel Financial LLC | 22 010 | 1 066 | ||||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 179 | 18,54 | 9 | 33,33 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 5 358 | 6,06 | 260 | 19,91 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 268 035 | 30,74 | 12 995 | 47,32 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 15 659 | 6,25 | 759 | 19,94 | ||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 11 951 | 39,88 | 579 | 58,20 | ||||
| 2025-07-22 | 13F | Petros Family Wealth, LLC | 8 056 | 390 |
