Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF, to m.in Tiaa-cref Individual & Institutional Services, Llc, Canandaigua National Corp, Bartlett & Co. Wealth Management Llc, Ledyard National Bank, Clearview Wealth Management LLC, XTX Topco Ltd, IHT Wealth Management, LLC, Sentinel Advisory Group, LLC, Fifth Third Bancorp, Warren Averett Asset Management, LLC, Lloyd Advisory Services, LLC., TIAA Wealth Investment Management LLC, GW&K Investment Management, LLC, i Vanguard Advisers Inc .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Cwm, Llc | 47 830 | 0,53 | 2 176 | 108 700,00 | ||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 6 088 | 0,28 | 277 | 1,47 | ||||
| 2026-05-13 | 13F | Lloyd Advisory Services, LLC. | 608 | 28 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 516 668 | 1,07 | 23 508 | 2,08 | ||||
| 2026-05-13 | 13F | ETF Portfolio Partners, Inc. | 10 167 | 0,62 | 463 | 1,54 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 3 638 | 166 | ||||||
| 2026-05-14 | 13F | EP Wealth Advisors, Inc. | 145 222 | 54,66 | 6 608 | 56,19 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 41 915 | 2,44 | 1 907 | 3,47 | ||||
| 2026-04-27 | 13F | Lodestar Private Asset Management Llc | 8 213 | 4,21 | 374 | 5,07 | ||||
| 2026-05-06 | 13F | Diversified Portfolios, Inc. | 19 294 | 0,46 | 878 | 1,39 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 2 039 473 | 0,60 | 90 899 | -0,47 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 125 123 | 4,96 | 5 693 | 6,01 | ||||
| 2026-05-14 | 13F | Captrust Financial Advisors | 252 103 | 5,88 | 11 468 | 6,92 | ||||
| 2026-04-06 | 13F | CX Institutional | 73 922 | 7,03 | 3 | 0,00 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 22 879 | 36,92 | 1 041 | 38,43 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 21 815 | 10,87 | 1 000 | 12,87 | ||||
| 2026-04-28 | 13F | Opes Wealth Management LLC | 90 386 | 1,38 | 4 113 | 2,39 | ||||
| 2026-04-28 | 13F | Kingswood Wealth Advisors, Llc | 29 867 | 3,20 | 1 359 | 4,22 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 3 277 | 149 | ||||||
| 2026-05-15 | 13F | Warren Averett Asset Management, LLC | 944 | 43 | ||||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 20 950 | 11,75 | 953 | 12,91 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 4 715 | 215 | ||||||
| 2026-05-15 | 13F | Clearview Wealth Management LLC | 7 705 | 351 | ||||||
| 2026-05-01 | 13F | Evolution Advisers, Inc. | 75 616 | 23,60 | 3 | 50,00 | ||||
| 2026-04-06 | 13F | Sincerus Advisory, LLC | 37 876 | 4,81 | 1 723 | 5,84 | ||||
| 2026-05-08 | 13F | Westview Management dba Westview Investment Advisors | 13 510 | 33,06 | 615 | 34,35 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 7 330 | 7,07 | 335 | 8,44 | ||||
| 2026-04-20 | 13F | Penobscot Wealth Management | 9 309 | 4,47 | 424 | 5,49 | ||||
| 2026-04-08 | 13F | JGP Wealth Management, LLC | 6 098 | 0,51 | 277 | 1,47 | ||||
| 2026-04-15 | 13F | Journey Strategic Wealth Llc | 30 399 | 3,09 | 1 383 | 4,14 | ||||
| 2026-05-08 | 13F | McAdam, LLC | 17 915 | 1,70 | 815 | 2,77 | ||||
| 2026-04-22 | 13F | DDFG, Inc | 12 875 | 1,75 | 586 | 2,63 | ||||
| 2026-04-24 | 13F | Ledyard National Bank | 33 254 | 1 513 | ||||||
| 2026-05-12 | 13F | One Capital Management, LLC | 142 963 | 22,91 | 6 505 | 24,15 | ||||
| 2026-04-15 | 13F | Snider Financial Group | 6 452 | 32,16 | 294 | 33,79 | ||||
| 2026-04-13 | 13F | St Germain D J Co Inc | 186 062 | 3,18 | 8 466 | 4,21 | ||||
| 2026-04-23 | 13F | Oppenheimer Asset Management Inc. | 46 971 | 3,36 | 2 137 | 4,40 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 32 968 | 7,31 | 1 485 | 10,33 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1 052 896 | 124,24 | 47 907 | 126,48 | ||||
| 2026-04-23 | 13F | Equita Financial Network, Inc. | 52 803 | 5,98 | 2 403 | 7,04 | ||||
| 2026-05-15 | 13F | Estate Counselors, LLC | 9 185 | 418 | ||||||
| 2026-04-07 | 13F | Blueline Advisors Llc | 14 398 | 22,09 | 655 | 23,35 | ||||
| 2026-05-07 | 13F | Confluence Wealth Services, Inc. | 10 267 | 0,03 | 467 | 1,08 | ||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 212 | 10 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 1 276 531 | 3,54 | 58 082 | 4,58 | ||||
| 2026-05-12 | 13F | Tiaa-cref Individual & Institutional Services, Llc | 4 775 510 | 217 286 | ||||||
| 2026-05-11 | 13F | Legacy Edge Advisors, LLC | 71 441 | 4,92 | 3 251 | 5,97 | ||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 27 416 | 6,81 | 1 247 | 7,04 | ||||
| 2026-05-15 | 13F | Flow Traders U.s. Llc | 11 658 | 1 | ||||||
| 2026-05-14 | 13F | Gts Securities Llc | 20 762 | 47,82 | 945 | 49,37 | ||||
| 2026-04-23 | 13F | Laurel Wealth Planning LLC | 19 019 | 0,54 | 865 | 1,53 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 69 561 | 52,02 | 3 165 | 53,52 | ||||
| 2026-05-13 | 13F | Adviser Investments LLC | 107 043 | 0,30 | 4 870 | 1,31 | ||||
| 2026-05-06 | 13F | Bartlett & Co. Wealth Management Llc | 47 507 | 2 353 | ||||||
| 2026-05-15 | 13F | Beacon Pointe Advisors, LLC | 505 725 | 15,06 | 23 010 | 16,21 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 12 662 | 46,65 | 576 | 48,45 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 173 269 | 6,05 | 7 884 | 7,11 | ||||
| 2026-04-10 | 13F | Perigon Wealth Management, LLC | 7 768 | 17,59 | 353 | 18,86 | ||||
| 2026-05-07 | 13F | Sage Advisory Services, Ltd.Co. | 15 161 | 2,80 | 690 | 3,92 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 10 284 | 468 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3 629 | 165 | ||||||
| 2026-05-11 | 13F | Commerce Bank | 24 721 | 2,30 | 1 125 | 3,31 | ||||
| 2026-05-13 | 13F | O'shaughnessy Asset Management, Llc | 740 | 203,28 | 34 | 230,00 | ||||
| 2026-05-13 | 13F | GW&K Investment Management, LLC | 230 | 0 | ||||||
| 2026-05-14 | 13F | Sentinel Advisory Group, LLC | 4 583 | 209 | ||||||
| 2026-05-11 | 13F | Per Stirling Capital Management, LLC. | 13 808 | 2,34 | 628 | 3,46 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 7 797 | 3,24 | 355 | 4,12 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 28 995 | 5,61 | 1 319 | 6,72 | ||||
| 2026-05-12 | 13F | Wescott Financial Advisory Group, LLC | 24 418 | 0,97 | 1 111 | 2,02 | ||||
| 2026-04-30 | 13F | Mascoma Wealth Management LLC | 42 240 | 0,08 | 1 922 | 1,05 | ||||
| 2026-05-13 | 13F | Balanced Rock Investment Advisor | 58 094 | 0,71 | 2 643 | 1,73 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 76 420 | 67,59 | 3 477 | 69,28 | ||||
| 2026-04-08 | 13F | Bond & Devick Financial Network, Inc. | 27 079 | 6,64 | 1 232 | 7,79 | ||||
| 2026-04-23 | 13F | Private Wealth Management Group, LLC | 28 971 | 2,44 | 1 318 | 3,45 | ||||
| 2026-05-21 | 13F | Verus Capital Partners, Llc | 11 981 | 12,80 | 545 | 14,02 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 12 530 | 11,64 | 570 | 12,87 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 40 110 | 29,75 | 1 825 | 31,11 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 49 801 | 5,31 | 2 266 | 6,34 | ||||
| 2026-05-15 | 13F | Fmr Llc | 126 848 | 10,26 | 5 772 | 11,37 | ||||
| 2026-05-06 | 13F | Morgan Dempsey Capital Management Llc | 4 248 | 6,81 | 193 | 7,82 | ||||
| 2026-05-01 | 13F | Emerald Investment Partners, Llc | 30 229 | 8,51 | 1 375 | 9,56 | ||||
| 2026-04-27 | 13F | DeDora Capital, Inc. | 8 135 | 370 | ||||||
| 2026-04-24 | 13F | rebel Financial LLC | 89 316 | 3,56 | 4 064 | 4,58 | ||||
| 2026-05-08 | 13F | Curtis Advisory Group, LLC | 28 539 | 6,70 | 1 299 | 7,81 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 148 558 | 6,67 | 6 759 | 7,75 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 23 719 | 3,48 | 1 079 | 4,55 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 19 074 | 5,40 | 875 | 7,24 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 005 224 | 30,89 | 45 285 | 137 127,27 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 438 368 | 27,57 | 19 946 | 28,84 | ||||
| 2026-05-14 | 13F | Orion Capital Management LLC | 2 607 | 90,15 | 119 | 93,44 | ||||
| 2026-05-15 | 13F | Tower Research Capital LLC (TRC) | 5 082 | 231 | ||||||
| 2026-04-10 | 13F | Rede Wealth, LLC | 5 788 | 2,23 | 263 | 3,14 | ||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 9 612 | 34,49 | 437 | 36,14 | ||||
| 2026-05-13 | 13F | Forefront Analytics, LLC | 195 657 | 38,39 | 8 902 | 39,77 | ||||
| 2026-04-14 | 13F | Tradewinds Capital Management, LLC | 233 | 8,37 | 11 | 11,11 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 10 719 | 3,21 | 488 | 4,28 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 47 600 | 2 166 | ||||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 47 459 | 1,82 | 2 138 | 4,70 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 1 897 819 | 6,05 | 86 351 | 7,11 | ||||
| 2026-05-15 | 13F | Ameriprise Financial Inc | 232 347 | 2,13 | 10 577 | 3,27 | ||||
| 2026-01-22 | 13F | O'Brien Wealth Partners LLC | 270 178 | 0,71 | 12 172 | 3,51 | ||||
| 2026-04-30 | 13F | BRYN MAWR TRUST Co | 108 672 | 0,10 | 4 945 | 1,10 | ||||
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 13 870 | 17,63 | 631 | 18,83 | ||||
| 2026-05-12 | 13F | TIAA Wealth Investment Management LLC | 238 | 11 | ||||||
| 2026-05-13 | 13F | Ubs Asset Management Americas Inc | 4 525 | 206 | ||||||
| 2026-05-07 | 13F | Sage Financial Group Inc | 16 670 | 0,20 | 758 | 1,20 | ||||
| 2026-05-13 | 13F | Ameritas Investment Partners, Inc. | 20 359 | 6,57 | 926 | 7,67 | ||||
| 2026-05-15 | 13F | Cresset Asset Management, LLC | 82 473 | 1,86 | 3 753 | 2,88 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 5 838 | 266 | ||||||
| 2026-05-08 | 13F | Addison Advisors LLC | 32 087 | 18,74 | 1 460 | 19,88 | ||||
| 2026-05-08 | 13F | Riverwater Partners LLC | 6 939 | 6,08 | 316 | 7,14 | ||||
| 2026-04-30 | 13F | Hsbc Holdings Plc | 49 698 | 0,48 | 2 261 | 1,48 | ||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 19 908 | 64,07 | 906 | 65,75 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 154 243 | 27,58 | 7 | 40,00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 250 879 | 20,77 | 11 415 | 21,98 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 8 077 | 5,54 | 367 | 6,69 |
