Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF comprennent rebel Financial LLC, Joel Adams & Associates, Inc., Investor's Fiduciary Advisor Network, LLC, et Harbor Asset Planning, Inc. .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
