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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  
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            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
   UBS Group AG 1511 - 2023-12-31 289,496 $9,131,000 -28,050
   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
   WELLS FARGO & CO/MN 2057 - 2024-03-31 126,775 $4,336,000 -3,625
   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
   REGATTA CAPITAL GROUP LLC 57 - 2024-03-31 46,244 $1,582,000 -53,236
   Cetera Investment Advisers 900 - 2023-12-31 48,211 $1,521,000 -9,174
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2238 - 2024-03-31 37,907 $1,296,000 -14,498
   WCG Wealth Advisors LLC 189 - 2023-12-31 35,891 $1,132,000 -1,007
   Opes Wealth Management LLC 61 - 2024-03-31 28,940 $990,000 -1,010
   PNC FINANCIAL SERVICES GROUP INC 1170 - 2024-03-31 28,298 $968,000 -190
   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
   RVW Wealth LLC 81 - 2024-03-31 18,829 $644,000 -222
   STIFEL FINANCIAL CORP 2506 - 2023-12-31 17,282 $545,000 -199
   TOWER RESEARCH CAPITAL LLC 1497 - 2023-12-31 13,696 $432,000 -2,785
   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
   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
   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
   Private Wealth Management Group LLC 57 - 2024-03-31 8,352 $286,000 -118
   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
   PFG FINANCIAL ADVISORS 246 - 2024-03-31 6,949 $238,000 -57
   Equitable Holdings Inc. 1030 - 2023-12-31 6,966 $220,000 -679
   McClarren Financial Advisors Inc. 73 - 2024-03-31 35 $166,000 -4,797
   COMERICA BANK 2476 - 2023-12-31 3,294 $104,000 -102
   CITIGROUP INC 4204 - 2024-03-31 380 $13,000 -100
   AdvisorNet Financial Inc 1243 - 2024-03-31 328 $11,000 -25
   HANSON MCCLAIN, INC. 2322 - 2024-03-31 172 $6,000 -2
   DT INVESTMENT PARTNERS, LLC 384 - 2023-12-31 173 $5,000 -303
   DHJJ Financial Advisors Ltd. 582 - 2024-03-31 35 $1,000 -24
  38 Records found
  1    
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