Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF inkluderer rebel Financial LLC, Cerity Partners LLC, Evergreen Capital Management Llc, McAdam, LLC, Atomi Financial Group, Inc., og Harbor Asset Planning, Inc. .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
