Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF termasuk rebel Financial LLC, Cerity Partners LLC, Evergreen Capital Management Llc, McAdam, LLC, Atomi Financial Group, Inc., dan Harbor Asset Planning, Inc. .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
