Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF termasuk rebel Financial LLC, Joel Adams & Associates, Inc., Investor's Fiduciary Advisor Network, LLC, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 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 |
