Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF inkluderar rebel Financial LLC, Joel Adams & Associates, Inc., Investor's Fiduciary Advisor Network, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 547 029 | 2,93 | 19 720 | 8,46 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 6 680 | 108,36 | 241 | 120,18 | ||||
| 2025-07-18 | 13F | Vicus Capital | 9 643 | 0,73 | 348 | 6,12 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 236 | 3,96 | 9 | 14,29 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 217 | 102,80 | 8 | 133,33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-15 | 13F | McAdam, LLC | 6 992 | 8,44 | 252 | 14,55 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 24 747 | 27,70 | 892 | 34,59 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 26 583 | 3,40 | 958 | 8,99 | ||||
| 2025-08-14 | 13F | UBS Group AG | 278 749 | 4,58 | 10 049 | 10,20 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 980 | 107 | ||||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 7 269 | 10,17 | 262 | 16,44 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 446 116 | 9,51 | 16 082 | 15,40 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 96 611 | 9,36 | 3 460 | 15,38 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 14 818 | 118,88 | 534 | 131,17 | ||||
| 2025-05-02 | 13F | Invera Wealth Advisors, LLC | 63 582 | 0,35 | 2 175 | −5,15 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 13 446 | 485 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8 916 | 34,08 | 0 | |||||
| 2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 18 438 | 1,65 | 665 | 7,10 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 530 | 1,53 | 19 | 11,76 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 7 660 | 18,69 | 276 | 25,45 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2 294 | 3,10 | 83 | 7,89 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 41 847 | 183,98 | 1 509 | 199,21 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 318 | 11 | ||||||
| 2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 7 852 | 0 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 538 787 | 3,94 | 19 423 | 9,53 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1 018 | 19,34 | 37 | 24,14 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 9 522 | 169,82 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 136 996 | 7,03 | 4 939 | 12,79 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 13 723 | 11,20 | 0 | |||||
| 2025-08-14 | 13F | Abound Financial, Llc | 7 915 | 24,53 | 285 | 31,34 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 14 503 | 258,45 | 523 | 278,26 | ||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 38 115 | 0,40 | 1 374 | 5,86 | ||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 27 485 | 2,02 | 991 | 7,49 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 9 491 | 1,38 | 342 | 6,88 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 35 710 | 0,74 | 1 287 | 6,19 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 29 298 | 12,08 | 1 056 | 18,12 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 373 | 17,55 | 49 | 25,64 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 15 827 | 19,97 | 571 | 26,39 | ||||
| 2025-08-14 | 13F | Betterment LLC | 8 225 | 25,67 | 0 | |||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 6 540 | 4,11 | 236 | 9,81 | ||||
| 2025-07-24 | 13F | rebel Financial LLC | 29 542 | 1 065 | ||||||
| 2025-07-25 | 13F | Joel Adams & Associates, Inc. | 9 686 | 349 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 463 546 | 2,13 | 52 761 | 7,63 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1 829 | 20,49 | 66 | 27,45 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 12 721 | 0,32 | 459 | 5,77 | ||||
| 2025-08-14 | 13F | Bragg Financial Advisors, Inc | 8 611 | 4,21 | 310 | 9,93 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 20 040 | 10,59 | 722 | 16,64 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 17 473 | 2,21 | 630 | 7,71 |
