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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 - 2023-12-31 2,111,715 $66,603,000 -282,023
   MORGAN STANLEY 1943 - 2023-12-31 1,286,979 $40,591,000 82,109
   Abacus Wealth Partners LLC 7 - 2024-03-31 854,917 $29,238,000 3,482
   ROYAL BANK OF CANADA 1160 - 2023-12-31 569,583 $17,965,000 45,340
   RAYMOND JAMES & ASSOCIATES 1006 - 2024-03-31 384,411 $13,147,000 27,127
   LPL FINANCIAL CORP 1239 - 2023-12-31 319,576 $10,079,000 -26,241
   UBS Group AG 1511 - 2023-12-31 289,496 $9,131,000 -28,050
   EMPIRICAL FINANCIAL SERVICES, LLC 69 - 2023-12-31 268,186 $8,459,000 24,479
   BANK OF AMERICA CORP /DE/ 2576 - 2023-12-31 249,017 $7,854,000 -17,565
   CREATIVE PLANNING 593 - 2023-12-31 141,645 $4,467,000 -7,617
   MORNINGSTAR INVESTMENT SERVICES, INC. 160 - 2023-12-31 139,937 $4,439,000 55,131
   BANK OF NEW YORK MELLON CORP 2389 - 2024-03-31 127,626 $4,365,000 1,312
   COMMONWEALTH EQUITY SERVICES LLC. 1171 - 2023-12-31 136,345 $4,300,000 918
   WELLS FARGO & CO/MN 2043 - 2023-12-31 130,400 $4,113,000 -37,107
   Beacon Pointe Advisors LLC 352 - 2023-12-31 114,488 $3,611,000 26,905
   Dynamic Advisors Solutions LLC 216 - 2024-03-31 99,504 $3,403,000 3,303
   ENVESTNET ASSET MANAGEMENT INC 2224 - 2023-12-31 92,737 $2,925,000 -20,405
   FIDUCIARY TRUST CO 207 - 2023-12-31 90,651 $2,859,000 -4,378
   Invera Wealth Advisors LLC 20 - 2024-03-31 65,600 $2,104,000 2,658
   THRIVENT FINANCIAL FOR LUTHERANS 1422 - 2023-12-31 54,909 $1,732,000 8,664
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2089 - 2023-12-31 52,405 $1,653,000 35,003
   REGATTA CAPITAL GROUP LLC 57 - 2024-03-31 46,244 $1,582,000 -53,236
   Lido Advisors LLC 423 - 2023-12-31 48,905 $1,542,000 545
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1770 - 2024-03-31 45,054 $1,541,000 4,381
   Cetera Investment Advisers 900 - 2023-12-31 48,211 $1,521,000 -9,174
   JONES FINANCIAL COMPANIES LLLP 187 - 2023-12-31 41,569 $1,311,000 7,707
   BerganKDV Wealth Management LLC 118 - 2023-06-30 43,222 $1,281,000 16,848
   CITADEL ADVISORS LLC 2755 - 2023-12-31 38,190 $1,205,000 38,190
   WCG Wealth Advisors LLC 189 - 2023-12-31 35,891 $1,132,000 -1,007
   Advisor Group Holdings Inc. 2428 - 2023-12-31 34,148 $1,077,000 -13,787
   Opes Wealth Management LLC 60 - 2023-12-31 29,950 $945,000 190
   PNC FINANCIAL SERVICES GROUP INC 1185 - 2023-12-31 28,488 $899,000 -12,115
   Rockefeller Capital Management L.P. 1182 - 2023-12-31 28,280 $892,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1013 - 2023-12-31 27,780 $876,000 1,600
   Sowell Financial Services LLC - 2023-12-31 25,998 $820,000 510
   Heritage Wealth Advisors 97 - 2023-12-31 25,864 $816,000 1,029
   Cresset Asset Management LLC 971 - 2023-12-31 25,450 $803,000 12,916
   Emerald Investment Partners LLC - 2023-12-31 24,476 $772,000 -4,665
   Goss Wealth Management LLC 1108 - 2023-12-31 22,300 $691,000 2,942
   Carson Advisory Inc. 58 - 2023-12-31 21,470 $677,000 -1,700
   Revolve Wealth Partners LLC 85 - 2024-03-31 19,675 $673,000 1,877
   PARKSIDE FINANCIAL BANK & TRUST 141 - 2023-12-31 20,672 $652,000 2,843
   RVW Wealth LLC 81 - 2024-03-31 18,829 $644,000 -222
   Fingerlakes Wealth Management Inc. 44 - 2024-03-31 18,763 $642,000 1,546
   COMMERCE BANK N A/MO 755 - 2023-12-31 20,340 $642,000 -785
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 214 - 2023-12-31 20,282 $640,000 -108
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 394 - 2023-12-31 18,162 $573,000 -31
   COLDSTREAM CAPITAL MANAGEMENT INC 444 - 2023-12-31 18,065 $570,000 0
   STIFEL FINANCIAL CORP 2506 - 2023-12-31 17,282 $545,000 -199
   HARVEST GROUP WEALTH MANAGEMENT LLC 36 - 2023-03-31 18,276 $525,000 3,661
   HIGHTOWER ADVISORS, LLC 2243 - 2023-12-31 16,259 $515,000 -3,080
   GUARANTY TRUST CO OF MISSOURI /MO/ 410 - 2024-03-31 14,628 $500,000 457
   Nelson Van Denburg & Campbell Wealth Management Gr 354 - 2023-12-31 15,511 $489,000 1,026
   Addison Advisors LLC 88 - 2023-12-31 15,512 $489,000 -380
   Retirement Income Solutions Inc 75 - 2023-12-31 15,451 $487,000 -1,621
   NEW YORK LIFE INVESTMENT MANAGEMENT LLC 865 - 2023-12-31 14,913 $470,000 -13,889
   TOWER RESEARCH CAPITAL LLC 1497 - 2023-12-31 13,696 $432,000 -2,785
   Neumann Capital Management LLC 76 - 2023-12-31 13,660 $431,000 730
   EP WEALTH ADVISORS, INC. 519 - 2023-12-31 13,642 $430,000 7,682
   RTD Financial Advisors Inc. 81 - 2024-03-31 12,140 $415,000 -323
   WHITTIER TRUST CO 522 - 2023-12-31 12,633 $398,000 -6,865
   Private Advisor Group LLC 1604 - 2023-12-31 12,534 $395,000 -4,611
   Evergreen Private Wealth LLC 56 - 2024-03-31 11,514 $394,000 636
   Fundamentun LLC 150 - 2024-03-31 11,450 $392,000 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
   Simmons Bank 276 - 2023-12-31 11,347 $358,000 0
   Trust Co 97 - 2024-03-31 9,957 $341,000 -231
   Ipsen Advisor Group LLC 71 - 2022-12-31 10,998 $327,000 0
   Concord Wealth Partners 157 - 2023-12-31 10,120 $319,000 -7,889
   KELLER GROUP INVESTMENT MANAGEMENT INC /CA/ 286 - 2023-12-31 10,087 $318,000 816
   Falcon Wealth Planning 109 - 2024-03-31 9,150 $313,000 965
   EVERGREEN CAPITAL MANAGEMENT LLC 580 - 2023-12-31 9,834 $310,000 825
   Stratos Wealth Advisors LLC 560 - 2024-03-31 8,346 $285,000 0
   STAGE HARBOR FINANCIAL LLC 32 - 2023-12-31 8,971 $283,000 0
   FRANKLIN RESOURCES INC 2150 - 2023-12-31 8,750 $276,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 181 - 2023-12-31 8,524 $269,000 -16,230
   Private Wealth Management Group LLC 57 - 2023-12-31 8,470 $267,000 0
   BRAGG FINANCIAL ADVISORS INC 293 - 2023-12-31 8,477 $267,000 85
   J P MORGAN CHASE & CO 4023 - 2023-12-31 8,346 $263,000 -26,110
   UMB BANK N A/MO 517 - 2024-03-31 7,634 $261,000 -551
   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
   Stokes Family Office LLC 193 - 2023-12-31 7,175 $226,000 0
   MML INVESTORS SERVICES LLC 2248 *New 2023-12-31 6,961 $220,000 6,961
   Equitable Holdings Inc. 1030 - 2023-12-31 6,966 $220,000 -679
   FINANCIAL NETWORK 2461 *New 2023-12-31 6,869 $217,000 6,869
   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. 83 - 2023-12-31 4,832 $152,000 106
   COMERICA BANK 2476 - 2023-12-31 3,294 $104,000 -102
   BESSEMER GROUP INC 1232 - 2023-12-31 2,909 $92,000 0
   CWM LLC 1973 - 2024-03-31 2,424 $83,000 169
   Farther Finance Advisors LLC 915 - 2023-12-31 2,225 $70,000 225
   ADVISORY SERVICES NETWORK, LLC 1931 - 2023-12-31 1,783 $56,000 1,783
   Steward Partners Investment Advisory LLC 2028 - 2023-12-31 1,467 $46,000 1,017
   SUMMIT INVESTMENT ADVISORS INC 2218 - 2023-12-31 1,434 $45,000 10
   US BANCORP 2689 - 2023-12-31 1,428 $45,000 -1,616
  100 Records found
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