Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Nushares Esg Mid Cap Growth Etf (NUMG)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 127    4
Total shares held : 
 6,753,953  
% of shares held : 
 14.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -3  
Amount of shares held : 
 -392,056  
% of shares held change : 
   -0.83%  
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 :
8
 29,869
 0.44%
 
Increased Positions :
44
 308,475
 4.57%
 
Unchanged Positions :
24
 334,529
 4.95%
 
Decreased Positions :
51
-626,198
-9.27%
 
Closed Positions :
4
-104,202
-1.54%
 
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 71 - 2023-06-30 1,370,191 $53,479,000 -101,481
   TIAA TRUST NATIONAL ASSOCIATION 92 - 2024-03-31 848,502 $37,741,000 -266,340
   ROYAL BANK OF CANADA 1086 - 2024-03-31 485,418 $21,591,000 -45,592
   AlTi Global Inc. 41 - 2024-03-31 252,622 $11,238,000 -10,657
   AMERIPRISE FINANCIAL INC 1724 - 2024-03-31 228,886 $10,201,000 -21,243
   TIEDEMANN WEALTH MANAGEMENT, LLC 28 - 2023-09-30 274,006 $10,045,000 -19,977
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1430 - 2024-03-31 65,288 $2,904,000 -2,199
   FINANCIAL NETWORK 866 - 2024-03-31 62,246 $2,769,000 -899
   PNC FINANCIAL SERVICES GROUP INC 895 - 2024-03-31 47,021 $2,092,000 -1,899
   IAG Wealth Partners LLC 38 - 2024-03-31 40,554 $1,804,000 -6,275
   COMMERCE BANK N A/MO 583 - 2024-03-31 26,589 $1,183,000 -75
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 976 - 2024-03-31 24,449 $1,087,000 -810
   Advisor Group Holdings Inc. 2374 - 2024-03-31 21,235 $945,000 -1,116
   High Note Wealth LLC 53 - 2024-03-31 21,174 $942,000 -104,212
   PFG FINANCIAL ADVISORS 104 - 2024-03-31 19,896 $885,000 -185
   Goss Wealth Management LLC 1122 - 2024-03-31 16,971 $755,000 -2,841
   Emerald Investment Partners LLC 170 - 2024-03-31 16,477 $733,000 -970
   HIGHTOWER ADVISORS, LLC 2085 - 2024-03-31 14,019 $623,000 -5,052
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2085 - 2024-03-31 13,813 $614,000 -1,989
   COLDSTREAM CAPITAL MANAGEMENT INC 535 - 2024-03-31 11,610 $516,000 -200
   BLB&B ADVISORS LLC 175 - 2024-03-31 11,363 $505,000 -140
   Larson Financial Group LLC 271 - 2024-03-31 8,694 $387,000 -444
   GUARANTY TRUST CO OF MISSOURI /MO/ 449 - 2024-03-31 8,591 $382,000 -61
   THRIVENT FINANCIAL FOR LUTHERANS 2267 - 2024-03-31 7,649 $340,000 -274
   McClarren Financial Advisors Inc. 53 - 2024-03-31 223 $322,000 -6,428
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 288 - 2024-03-31 6,357 $283,000 -2,459
   Trust Co 112 - 2024-03-31 5,954 $265,000 -95
   UMB BANK N A/MO 524 - 2024-03-31 5,675 $252,000 -553
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 407 - 2024-03-31 5,363 $239,000 -55
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 448 - 2024-03-31 5,121 $228,000 -595
   Retirement Income Solutions Inc 142 - 2024-03-31 4,787 $213,000 -354
   MML INVESTORS SERVICES LLC 2317 - 2024-03-31 4,780 $213,000 -522
   GREAT VALLEY ADVISOR GROUP INC. 703 - 2024-03-31 4,706 $209,000 -55
   Wealthcare Advisory Partners LLC 757 - 2024-03-31 4,670 $208,000 -86
   HANSON MCCLAIN, INC. 865 - 2024-03-31 3,451 $154,000 -27
   BAYSTATE WEALTH MANAGEMENT LLC 243 - 2023-12-31 3,302 $140,000 -12,636
   COMERICA BANK 2568 - 2024-03-31 2,048 $91,000 -75
   SUMMIT INVESTMENT ADVISORS INC 1799 - 2024-03-31 2,010 $89,000 -150
   Qube Research & Technologies Ltd 2957 - 2024-03-31 1,367 $61,000 -258
   Crewe Advisors LLC 554 - 2024-03-31 311 $14,000 -5
   ICA Group Wealth Management LLC 831 - 2024-03-31 311 $14,000 -980
   NBC SECURITIES INC. 2053 - 2024-03-31 37 $1,000 -13,012
  42 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us