Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di NuShares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF meliputi Coldstream Capital Management Inc, Atria Investments Llc, Novare Capital Management Llc, Tcfg Wealth Management, Llc, Parallel Advisors, LLC, dan Quaker Wealth Management, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Novare Capital Management Llc | 12,072 | 269 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,162 | 30.01 | 48 | 33.33 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,498,260 | 7.07 | 33,351 | 7.43 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 33,556 | 34.82 | 747 | 35.14 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 58,361 | 1,299 | ||||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 55,194 | 0.26 | 1,229 | 0.57 | ||||
| 2025-07-23 | 13F | SGL Investment Advisors, Inc. | 10,718 | 8.44 | 236 | 8.80 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 481,528 | 6.12 | 10,719 | 6.48 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 148,439 | 0.51 | 3,304 | 0.85 | ||||
| 2025-07-17 | 13F | BayBridge Capital Group, LLC | 30,567 | 13.53 | 680 | 13.90 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 4,355 | 0.39 | 97 | 2.13 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 30,755 | 36.60 | 685 | 37.07 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 9,680 | 215 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 2,440 | 0.99 | 54 | 1.89 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 91,391 | 9.94 | 2,034 | 10.30 | ||||
| 2025-08-14 | 13F | UBS Group AG | 81,022 | 0.70 | 1,804 | 1.01 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 5,016 | 51.27 | 112 | 52.05 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 309,097 | 39.63 | 6,881 | 40.09 | ||||
| 2025-07-11 | 13F | Westfuller Advisors, LLC | 307,916 | 1.00 | 6,854 | 1.35 | ||||
| 2025-07-09 | 13F | Lifelong Wealth Advisors, Inc. | 19,098 | 3.09 | 425 | 3.66 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 42,524 | 197.37 | 947 | 198.42 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 1,054,279 | 0.65 | 23,468 | 0.99 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 549,543 | 13.68 | 12,233 | 14.06 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 369,935 | 18.11 | 8,235 | 18.51 | ||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 49,631 | 11.82 | 1,105 | 12.20 | ||||
| 2025-07-17 | 13F | LexAurum Advisors, LLC | 15,721 | 0.92 | 350 | 1.16 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 7,633 | 45.17 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 33,924 | 0.20 | 755 | 0.53 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 146,539 | 6.27 | 3,262 | 6.64 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 13,867 | 34.67 | 309 | 35.09 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 799,770 | 130.71 | 17,803 | 131.50 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 46,796 | 2,736.12 | 1,041 | 2,788.89 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 9,602 | 1.02 | 214 | 1.43 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 9,450 | 210 | ||||||
| 2025-08-07 | 13F | Sound View Wealth Advisors Group, LLC | 20,133 | 7.58 | 448 | 7.95 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 39,800 | 886 | ||||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,920 | 1.01 | 243 | 1.67 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 48,367 | 1,077 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 2,695 | 60 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 14,036 | 23.72 | 312 | 24.30 | ||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 108,626 | 20.87 | 2,418 | 21.32 | ||||
| 2025-05-02 | 13F | Cable Hill Partners, LLC | 48,367 | 2.26 | 1,073 | 4.08 | ||||
| 2025-07-02 | 13F | Boston Standard Wealth Management, LLC | 119,617 | 36.14 | 2,663 | 38.91 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 741,144 | 0.99 | 16,498 | 1.33 |
