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Get Institutions for : 
Nushares Esg Mid Cap Value Etf (NUMV)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 114    2
Total shares held : 
 8,757,796  
% of shares held : 
 11.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   6  
Amount of shares held : 
 -197,471  
% of shares held change : 
   -0.27%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 22,553
 0.26%
 
Increased Positions :
45
 484,412
 5.53%
 
Unchanged Positions :
23
 181,136
 2.07%
 
Decreased Positions :
41
-589,210
-6.73%
 
Closed Positions :
3
-115,226
-1.32%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   TIAA FSB 60 - 2023-06-30 2,471,473 $73,230,000 -165,160
   TIAA TRUST NATIONAL ASSOCIATION 75 - 2024-03-31 1,576,869 $53,929,000 -534,846
   MORGAN STANLEY 1854 - 2024-03-31 1,321,524 $45,196,000 34,545
   Abacus Wealth Partners LLC 7 - 2024-03-31 854,917 $29,238,000 3,482
   ROYAL BANK OF CANADA 1194 - 2024-03-31 517,455 $17,696,000 -52,128
   RAYMOND JAMES & ASSOCIATES 1006 - 2024-03-31 384,411 $13,147,000 27,127
   LPL FINANCIAL CORP 1263 - 2024-03-31 324,192 $11,087,000 4,616
   UBS Group AG 1616 - 2024-03-31 287,719 $9,840,000 -1,777
   EMPIRICAL FINANCIAL SERVICES, LLC 73 - 2024-03-31 277,516 $9,491,000 9,330
   BANK OF AMERICA CORP /DE/ 2587 - 2024-03-31 247,354 $8,460,000 -1,663
   COMMONWEALTH EQUITY SERVICES LLC. 1093 - 2024-03-31 163,113 $5,578,000 26,768
   BANK OF NEW YORK MELLON CORP 2389 - 2024-03-31 127,626 $4,365,000 1,312
   WELLS FARGO & CO/MN 2057 - 2024-03-31 126,775 $4,336,000 -3,625
   CREATIVE PLANNING 654 - 2024-03-31 126,375 $4,322,000 -15,270
   Beacon Pointe Advisors LLC 327 - 2024-03-31 123,614 $4,228,000 9,126
   ENVESTNET ASSET MANAGEMENT INC 2195 - 2024-03-31 105,290 $3,601,000 12,553
   Dynamic Advisors Solutions LLC 216 - 2024-03-31 99,504 $3,403,000 3,303
   FIDUCIARY TRUST CO 206 - 2024-03-31 90,651 $3,100,000 0
   Lido Advisors LLC 326 - 2024-03-31 85,152 $2,912,000 36,247
   Invera Wealth Advisors LLC 20 - 2024-03-31 65,600 $2,104,000 2,658
   THRIVENT FINANCIAL FOR LUTHERANS 1366 - 2024-03-31 57,167 $1,955,000 2,258
   Cetera Investment Advisers 1575 - 2024-03-31 55,837 $1,910,000 7,626
   MORNINGSTAR INVESTMENT SERVICES, INC. 167 - 2024-03-31 51,542 $1,752,000 -88,395
   JONES FINANCIAL COMPANIES LLLP 211 - 2024-03-31 48,607 $1,662,000 7,038
   REGATTA CAPITAL GROUP LLC 57 - 2024-03-31 46,244 $1,582,000 -53,236
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1770 - 2024-03-31 45,054 $1,541,000 4,381
   MULTIFINANCIAL SECURITIES CORP 1015 *New 2024-03-31 38,834 $1,328,000 38,834
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2238 - 2024-03-31 37,907 $1,296,000 -14,498
   BerganKDV Wealth Management LLC 118 - 2023-06-30 43,222 $1,281,000 16,848
   WCG Wealth Advisors LLC 169 - 2024-03-31 35,719 $1,222,000 -172
   Advisor Group Holdings Inc. 2167 - 2024-03-31 34,868 $1,192,000 720
   Sowell Financial Services LLC 330 - 2024-03-31 31,549 $1,079,000 5,551
   Opes Wealth Management LLC 61 - 2024-03-31 28,940 $990,000 -1,010
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1009 - 2024-03-31 28,442 $973,000 662
   PNC FINANCIAL SERVICES GROUP INC 1170 - 2024-03-31 28,298 $968,000 -190
   Rockefeller Capital Management L.P. 1267 - 2024-03-31 28,280 $967,000 0
   Heritage Wealth Advisors 90 - 2024-03-31 27,034 $925,000 1,170
   Cresset Asset Management LLC 1048 - 2024-03-31 24,558 $840,000 -892
   Emerald Investment Partners LLC 158 - 2024-03-31 24,509 $838,000 33
   PARKSIDE FINANCIAL BANK & TRUST 150 - 2024-03-31 20,672 $707,000 0
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 245 - 2024-03-31 20,349 $696,000 67
   COMMERCE BANK N A/MO 739 - 2024-03-31 20,250 $693,000 -90
   Carson Advisory Inc. 64 - 2024-03-31 20,070 $686,000 -1,400
   Revolve Wealth Partners LLC 85 - 2024-03-31 19,675 $673,000 1,877
   RVW Wealth LLC 81 - 2024-03-31 18,829 $644,000 -222
   Idaho Trust Bank 44 *New 2024-03-31 18,763 $642,000 18,763
   Fingerlakes Wealth Management Inc. 44 - 2024-03-31 18,763 $642,000 1,546
   Addison Advisors LLC 82 - 2024-03-31 18,517 $633,000 3,005
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 408 - 2024-03-31 18,217 $623,000 55
   COLDSTREAM CAPITAL MANAGEMENT INC 472 - 2024-03-31 18,065 $618,000 0
   FLOW TRADERS U.S. LLC 402 *New 2024-03-31 17,873 $611,000 17,873
   STIFEL FINANCIAL CORP 2499 - 2024-03-31 17,283 $591,000 1
   Goss Wealth Management LLC 1230 - 2024-03-31 17,197 $588,000 -5,103
   Nelson Van Denburg & Campbell Wealth Management Gr 403 - 2024-03-31 16,931 $579,000 1,420
   TOWER RESEARCH CAPITAL LLC 812 - 2024-03-31 16,156 $553,000 2,460
   Retirement Income Solutions Inc 76 - 2024-03-31 15,451 $528,000 0
   HARVEST GROUP WEALTH MANAGEMENT LLC 36 - 2023-03-31 18,276 $525,000 3,661
   GUARANTY TRUST CO OF MISSOURI /MO/ 410 - 2024-03-31 14,628 $500,000 457
   Neumann Capital Management LLC 77 - 2024-03-31 14,360 $491,000 700
   MARINER WEALTH ADVISORS, LLC 2088 *New 2024-03-31 13,379 $458,000 13,379
   WHITTIER TRUST CO 516 - 2024-03-31 12,633 $432,000 0
   Private Advisor Group LLC 1619 - 2024-03-31 12,260 $419,000 -274
   RTD Financial Advisors Inc. 81 - 2024-03-31 12,140 $415,000 -323
   Evergreen Private Wealth LLC 56 - 2024-03-31 11,514 $394,000 636
   Fundamentun LLC 150 - 2024-03-31 11,450 $392,000 0
   Simmons Bank 272 - 2024-03-31 11,347 $388,000 0
   Fifth Third Wealth Advisors LLC 171 *New 2024-03-31 10,720 $367,000 10,720
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1385 - 2023-09-30 12,670 $360,000 -57
   Trust Co 97 - 2024-03-31 9,957 $341,000 -231
   Ipsen Advisor Group LLC 71 - 2022-12-31 10,998 $327,000 0
   Falcon Wealth Planning 109 - 2024-03-31 9,150 $313,000 965
   EVERGREEN CAPITAL MANAGEMENT LLC 608 - 2024-03-31 9,144 $313,000 -690
   STAGE HARBOR FINANCIAL LLC 33 - 2024-03-31 8,971 $307,000 0
   FRANKLIN RESOURCES INC 2332 - 2024-03-31 8,750 $299,000 0
   HIGHTOWER ADVISORS, LLC 2640 - 2024-03-31 8,793 $299,000 -7,466
   Concord Wealth Partners 171 - 2024-03-31 8,706 $298,000 -1,414
   BRAGG FINANCIAL ADVISORS INC 285 - 2024-03-31 8,624 $295,000 147
   Private Wealth Management Group LLC 57 - 2024-03-31 8,352 $286,000 -118
   J P MORGAN CHASE & CO 4025 - 2024-03-31 8,346 $285,000 0
   Stratos Wealth Advisors LLC 560 - 2024-03-31 8,346 $285,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 181 - 2023-12-31 8,524 $269,000 -16,230
   UMB BANK N A/MO 517 - 2024-03-31 7,634 $261,000 -551
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 303 - 2024-03-31 7,536 $258,000 -2,551
   FINANCIAL NETWORK 2415 - 2024-03-31 7,218 $247,000 349
   Stokes Family Office LLC 199 - 2024-03-31 7,175 $245,000 0
   PFG FINANCIAL ADVISORS 246 - 2024-03-31 6,949 $238,000 -57
   CX Institutional 509 - 2024-03-31 6,796 $232,000 6,796
   LAKE STREET FINANCIAL LLC 287 - 2024-03-31 6,774 $232,000 0
   MML INVESTORS SERVICES LLC 2272 - 2024-03-31 6,731 $230,000 -230
   MERCER GLOBAL ADVISORS INC /ADV 1708 *New 2024-03-31 6,572 $225,000 6,572
   Krasney Financial LLC 261 *New 2024-03-31 6,322 $216,000 6,322
   Wealthcare Advisory Partners LLC 754 *New 2024-03-31 6,201 $212,000 6,201
   McClarren Financial Advisors Inc. 73 - 2024-03-31 35 $166,000 -4,797
   COMERICA BANK 2501 - 2024-03-31 3,210 $110,000 -84
   BESSEMER GROUP INC 1178 - 2024-03-31 2,909 $99,000 0
   Farther Finance Advisors LLC 964 - 2024-03-31 2,750 $93,000 525
   CWM LLC 1973 - 2024-03-31 2,424 $83,000 169
   PRINCIPAL SECURITIES INC. 1545 - 2024-03-31 1,504 $51,000 249
   Steward Partners Investment Advisory LLC 2109 - 2024-03-31 1,467 $50,000 0
   SUMMIT INVESTMENT ADVISORS INC 2145 - 2024-03-31 1,434 $49,000 0
  100 Records found
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