Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF eröffnet haben, gehören 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, und Vanguard Advisers Inc .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
