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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
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 1,114,842 $47,191,000 -167,829
   WELLS FARGO & CO/MN 799 - 2023-12-31 877,605 $37,149,000 14,676
   MORGAN STANLEY 2077 - 2023-12-31 833,311 $35,274,000 45,722
   ROYAL BANK OF CANADA 1074 - 2023-12-31 531,010 $22,478,000 17,406
   LPL FINANCIAL CORP 995 - 2023-12-31 360,904 $15,277,000 -6,306
   AlTi Global Inc. 41 - 2023-12-31 263,279 $11,145,000 0
   AMERIPRISE FINANCIAL INC 1689 - 2023-12-31 250,129 $10,608,000 71,115
   TIEDEMANN WEALTH MANAGEMENT, LLC 28 - 2023-09-30 274,006 $10,045,000 -19,977
   UBS Group AG 1497 - 2023-12-31 220,321 $9,326,000 -11,535
   BANK OF AMERICA CORP /DE/ 2534 - 2023-12-31 193,723 $8,200,000 21,230
   BANK OF NEW YORK MELLON CORP 2184 - 2024-03-31 145,779 $6,484,000 22,096
   High Note Wealth LLC 16 - 2023-12-31 125,386 $5,308,000 -3,269
   COMMONWEALTH EQUITY SERVICES LLC. 1071 - 2023-12-31 119,020 $5,038,000 -818
   WHITTIER TRUST CO 219 - 2023-12-31 92,664 $3,922,000 -9,565
   CREATIVE PLANNING 661 - 2023-12-31 86,580 $3,665,000 -1,680
   Ameritas Advisory Services LLC 113 - 2023-12-31 80,503 $3,408,000 -18,638
   FIDUCIARY TRUST CO 203 - 2023-12-31 69,767 $2,953,000 -1,426
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1430 - 2024-03-31 65,288 $2,904,000 -2,199
   FINANCIAL NETWORK 833 - 2023-12-31 63,145 $2,673,000 7,276
   ENVESTNET ASSET MANAGEMENT INC 2339 - 2023-12-31 57,161 $2,420,000 -23,467
   Dynamic Advisors Solutions LLC 276 - 2024-03-31 51,056 $2,271,000 1,473
   LFA - Lugano Financial Advisors SA - 2023-12-31 51,921 $2,198,000 14,157
   PNC FINANCIAL SERVICES GROUP INC 871 - 2023-12-31 48,920 $2,071,000 -21,321
   Private Advisor Group LLC 762 - 2023-12-31 47,138 $1,995,000 2,375
   WHITTIER TRUST CO OF NEVADA INC 225 - 2023-12-31 44,434 $1,880,000 -48
   Beacon Pointe Advisors LLC 499 - 2023-12-31 43,286 $1,832,000 26,106
   IAG Wealth Partners LLC 38 - 2024-03-31 40,554 $1,804,000 -6,275
   Lido Advisors LLC 404 - 2023-12-31 41,181 $1,743,000 4,173
   Financial Network Wealth Management LLC 38 - 2023-12-31 29,933 $1,267,000 -976
   WCG Wealth Advisors LLC 181 - 2023-12-31 29,253 $1,238,000 -989
   JONES FINANCIAL COMPANIES LLLP 193 - 2023-12-31 27,599 $1,168,000 2,208
   COMMERCE BANK N A/MO 583 - 2023-12-31 26,664 $1,129,000 -910
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 945 - 2023-12-31 25,259 $1,069,000 4,709
   J P MORGAN CHASE & CO 3311 - 2023-12-31 24,020 $1,017,000 2
   Cetera Investment Advisers 1110 - 2023-12-31 23,132 $979,000 81
   Advisor Group Holdings Inc. 2546 - 2023-12-31 22,351 $963,000 -13,226
   PFG FINANCIAL ADVISORS 104 - 2024-03-31 19,896 $885,000 -185
   GOLDMAN SACHS GROUP INC/ 3592 - 2023-12-31 19,953 $845,000 -6,055
   Goss Wealth Management LLC 1012 - 2023-12-31 19,812 $840,000 1,072
   SOA Wealth Advisors LLC. 79 - 2024-03-31 18,221 $810,000 367
   HIGHTOWER ADVISORS, LLC 1910 - 2023-12-31 19,071 $810,000 -2,966
   Revolve Wealth Partners LLC 77 - 2024-03-31 17,428 $775,000 1,021
   CITADEL ADVISORS LLC 3180 - 2023-12-31 18,128 $767,000 -6,766
   RAYMOND JAMES TRUST CO 546 - 2024-03-31 17,194 $765,000 0
   Emerald Investment Partners LLC - 2023-12-31 17,447 $739,000 -4,117
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2085 - 2024-03-31 13,813 $614,000 -1,989
   STIFEL FINANCIAL CORP 2451 - 2023-12-31 14,384 $609,000 -480
   COOK WEALTH MANAGEMENT GROUP LLC 27 - 2023-12-31 14,111 $593,000 4,261
   US FINANCIAL ADVISORS LLC 47 - 2023-12-31 13,620 $577,000 922
   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
   Nelson Van Denburg & Campbell Wealth Management Gr 345 - 2023-12-31 11,970 $507,000 759
   BLB&B ADVISORS LLC 175 - 2024-03-31 11,363 $505,000 -140
   COLDSTREAM CAPITAL MANAGEMENT INC 495 - 2023-12-31 11,810 $500,000 0
   EP WEALTH ADVISORS, INC. 512 - 2023-12-31 10,354 $438,000 6,095
   WealthSpring Partners LLC 45 - 2023-09-30 11,792 $432,000 350
   Neumann Capital Management LLC 78 - 2023-12-31 9,950 $421,000 790
   IHT Wealth Management LLC 663 - 2023-12-31 9,754 $413,000 -336
   RTD Financial Advisors Inc. 85 - 2024-03-31 8,986 $400,000 68
   Larson Financial Group LLC 250 - 2023-12-31 9,138 $387,000 -137
   Capital Analysts Inc. 346 - 2023-12-31 9,077 $384,000 194
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4117 - 2023-12-31 9,081 $384,000 -24,403
   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
   Simmons Bank 270 - 2023-12-31 8,863 $375,000 -292
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 256 - 2023-12-31 8,816 $373,000 -2,723
   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
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1116 - 2023-12-31 8,173 $346,000 -9,699
   THRIVENT FINANCIAL FOR LUTHERANS 2255 - 2023-12-31 7,923 $335,000 785
   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
   Fingerlakes Wealth Management Inc. 70 - 2024-03-31 6,832 $304,000 220
   TOWER RESEARCH CAPITAL LLC 1788 - 2023-12-31 6,922 $293,000 -6,346
   McClarren Financial Advisors Inc. 59 - 2023-12-31 6,651 $282,000 -1,446
   Falcon Wealth Planning 116 - 2024-03-31 6,151 $274,000 447
   Continuum Advisory LLC 392 *New 2023-12-31 6,350 $269,000 6,350
   Darden Wealth Group Inc 81 - 2023-12-31 6,299 $267,000 0
   Trust Co 112 - 2024-03-31 5,954 $265,000 -95
   Cresset Asset Management LLC 1544 - 2023-12-31 6,038 $256,000 0
   UMB BANK N A/MO 524 - 2024-03-31 5,675 $252,000 -553
   Merit Financial Group LLC 666 - 2023-12-31 5,929 $251,000 0
   Sound Stewardship LLC 59 - 2023-12-31 5,787 $245,000 -1,799
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 415 - 2023-12-31 5,716 $242,000 -579
   ERTS Wealth Advisors LLC 84 - 2024-03-31 5,388 $240,000 3
   AIRE ADVISORS LLC 126 - 2023-12-31 5,548 $235,000 2
   CX Institutional 510 - 2024-03-31 5,194 $231,000 5,194
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 336 - 2023-12-31 5,418 $229,000 -350
   BRAGG FINANCIAL ADVISORS INC 305 *New 2023-12-31 5,284 $224,000 5,284
   MML INVESTORS SERVICES LLC 2239 *New 2023-12-31 5,302 $224,000 5,302
   Marshall Financial Group LLC 167 - 2024-03-31 4,986 $222,000 37
   Retirement Income Solutions Inc 127 - 2023-12-31 5,141 $218,000 5,141
   Archetype Wealth Partners LLC 101 - 2023-12-31 5,126 $217,000 -1,501
   Wealthcare Advisory Partners LLC 757 - 2024-03-31 4,670 $208,000 -86
   GREAT VALLEY ADVISOR GROUP INC. 672 *New 2023-12-31 4,761 $201,000 4,761
   AlphaCore Capital LLC 220 - 2023-12-31 4,185 $177,000 -43
   HANSON MCCLAIN, INC. 865 - 2024-03-31 3,451 $154,000 -27
   Cornerstone Planning Group LLC 94 - 2023-12-31 3,476 $147,000 6
   BAYSTATE WEALTH MANAGEMENT LLC 243 - 2023-12-31 3,302 $140,000 -12,636
  100 Records found
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