Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF meliputi rebel Financial LLC, Joel Adams & Associates, Inc., Investor's Fiduciary Advisor Network, LLC, 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 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 |