Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF meliputi 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 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 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 |