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


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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
   WELLS FARGO & CO/MN 798 - 2024-03-31 891,472 $39,653,000 13,867
   MORGAN STANLEY 2020 - 2024-03-31 852,322 $37,911,000 19,011
   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
   LPL FINANCIAL CORP 1034 - 2024-03-31 367,315 $16,338,000 6,411
   BANK OF AMERICA CORP /DE/ 2323 - 2024-03-31 271,507 $12,077,000 77,784
   AlTi Global Inc. 41 - 2024-03-31 252,622 $11,238,000 -10,657
   UBS Group AG 1564 - 2024-03-31 238,653 $10,615,000 18,332
   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
   BANK OF NEW YORK MELLON CORP 2184 - 2024-03-31 145,779 $6,484,000 22,096
   COMMONWEALTH EQUITY SERVICES LLC. 1084 - 2024-03-31 128,196 $5,702,000 9,176
   Ameritas Advisory Services LLC 107 - 2024-03-31 100,954 $4,490,000 20,451
   WHITTIER TRUST CO 215 - 2024-03-31 93,371 $4,152,000 707
   CREATIVE PLANNING 696 - 2024-03-31 86,743 $3,858,000 163
   FIDUCIARY TRUST CO 205 - 2024-03-31 69,767 $3,103,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1430 - 2024-03-31 65,288 $2,904,000 -2,199
   Lido Advisors LLC 338 - 2024-03-31 62,437 $2,777,000 21,256
   FINANCIAL NETWORK 866 - 2024-03-31 62,246 $2,769,000 -899
   Private Advisor Group LLC 667 - 2024-03-31 61,627 $2,741,000 14,489
   WHITTIER TRUST CO OF NEVADA INC 195 - 2024-03-31 58,664 $2,609,000 14,230
   ENVESTNET ASSET MANAGEMENT INC 2407 - 2024-03-31 57,803 $2,571,000 642
   LFA - Lugano Financial Advisors SA 20 - 2024-03-31 51,921 $2,309,000 0
   Dynamic Advisors Solutions LLC 276 - 2024-03-31 51,056 $2,271,000 1,473
   Beacon Pointe Advisors LLC 485 - 2024-03-31 47,224 $2,101,000 3,938
   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
   Financial Network Wealth Management LLC 30 - 2024-03-31 31,851 $1,361,000 1,918
   WCG Wealth Advisors LLC 160 - 2024-03-31 29,662 $1,319,000 409
   JONES FINANCIAL COMPANIES LLLP 234 - 2024-03-31 28,633 $1,274,000 1,034
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2258 - 2024-03-31 28,384 $1,263,000 19,303
   COMMERCE BANK N A/MO 583 - 2024-03-31 26,589 $1,183,000 -75
   J P MORGAN CHASE & CO 3307 - 2024-03-31 24,773 $1,102,000 753
   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
   GOLDMAN SACHS GROUP INC/ 3637 - 2024-03-31 19,953 $888,000 0
   PFG FINANCIAL ADVISORS 104 - 2024-03-31 19,896 $885,000 -185
   MULTIFINANCIAL SECURITIES CORP 1228 *New 2024-03-31 19,356 $861,000 19,356
   COOK WEALTH MANAGEMENT GROUP LLC 24 - 2024-03-31 19,665 $824,000 5,554
   SOA Wealth Advisors LLC. 79 - 2024-03-31 18,221 $810,000 367
   Revolve Wealth Partners LLC 77 - 2024-03-31 17,428 $775,000 1,021
   RAYMOND JAMES TRUST CO 546 - 2024-03-31 17,194 $765,000 0
   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
   STIFEL FINANCIAL CORP 2454 - 2024-03-31 14,447 $643,000 63
   US FINANCIAL ADVISORS LLC 46 - 2024-03-31 14,193 $631,000 573
   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
   Nelson Van Denburg & Campbell Wealth Management Gr 405 - 2024-03-31 12,952 $576,000 982
   Ipsen Advisor Group LLC 37 - 2022-12-31 15,738 $554,000 0
   RAYMOND JAMES & ASSOCIATES 2998 - 2024-03-31 11,876 $528,000 526
   COLDSTREAM CAPITAL MANAGEMENT INC 535 - 2024-03-31 11,610 $516,000 -200
   TOWER RESEARCH CAPITAL LLC 857 - 2024-03-31 11,363 $505,000 4,441
   BLB&B ADVISORS LLC 175 - 2024-03-31 11,363 $505,000 -140
   Neumann Capital Management LLC 79 - 2024-03-31 10,480 $466,000 530
   IHT Wealth Management LLC 684 - 2024-03-31 9,754 $434,000 0
   WealthSpring Partners LLC 45 - 2023-09-30 11,792 $432,000 350
   Continuum Advisory LLC 254 - 2024-03-31 9,713 $417,000 3,363
   RTD Financial Advisors Inc. 85 - 2024-03-31 8,986 $400,000 68
   Simmons Bank 271 - 2024-03-31 8,863 $394,000 0
   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
   Evergreen Private Wealth LLC 57 - 2024-03-31 8,569 $381,000 329
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1788 - 2024-03-31 8,020 $357,000 1,263
   RVW Wealth LLC 107 - 2024-03-31 7,807 $347,000 87
   FLOW TRADERS U.S. LLC 519 - 2024-03-31 7,712 $343,000 7,712
   THRIVENT FINANCIAL FOR LUTHERANS 2267 - 2024-03-31 7,649 $340,000 -274
   Atria Wealth Solutions Inc. 1501 *New 2024-03-31 7,239 $322,000 7,239
   McClarren Financial Advisors Inc. 53 - 2024-03-31 223 $322,000 -6,428
   HARVEST GROUP WEALTH MANAGEMENT LLC 44 - 2023-03-31 8,176 $313,000 3,945
   HARBOUR INVESTMENTS INC. 704 - 2023-12-31 7,215 $305,000 1,875
   Idaho Trust Bank 70 *New 2024-03-31 6,832 $304,000 6,832
   Fingerlakes Wealth Management Inc. 70 - 2024-03-31 6,832 $304,000 220
   Private Wealth Strategies L.L.C. 53 *New 2024-03-31 6,410 $285,000 6,410
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 288 - 2024-03-31 6,357 $283,000 -2,459
   Darden Wealth Group Inc 85 - 2024-03-31 6,299 $280,000 0
   MERCER GLOBAL ADVISORS INC /ADV 1597 *New 2024-03-31 4,955 $279,000 4,955
   Falcon Wealth Planning 116 - 2024-03-31 6,151 $274,000 447
   Cresset Asset Management LLC 1619 - 2024-03-31 6,038 $269,000 0
   Trust Co 112 - 2024-03-31 5,954 $265,000 -95
   Sound Stewardship LLC 54 - 2024-03-31 5,787 $257,000 0
   UMB BANK N A/MO 524 - 2024-03-31 5,675 $252,000 -553
   Merit Financial Group LLC 764 - 2024-03-31 5,929 $251,000 0
   AIRE ADVISORS LLC 134 - 2024-03-31 5,548 $247,000 0
   ERTS Wealth Advisors LLC 84 - 2024-03-31 5,388 $240,000 3
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 407 - 2024-03-31 5,363 $239,000 -55
   BRAGG FINANCIAL ADVISORS INC 310 - 2024-03-31 5,284 $235,000 0
   CX Institutional 510 - 2024-03-31 5,194 $231,000 5,194
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 448 - 2024-03-31 5,121 $228,000 -595
   Archetype Wealth Partners LLC 133 - 2024-03-31 5,129 $228,000 3
   Marshall Financial Group LLC 167 - 2024-03-31 4,986 $222,000 37
   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
   Cornerstone Planning Group LLC 90 - 2024-03-31 3,477 $147,000 1
   PRINCIPAL SECURITIES INC. 1143 - 2024-03-31 3,178 $141,000 446
  100 Records found
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