Institutional Ownership Nuveen Esg Mid Cap Value ETF (NUMV)
This table provides information about the institutional ownership of Nuveen Esg Mid Cap Value ETF (NUMV). We have compiled data on the 124 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $366 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
43,222
shares
|
$1.51 Million
0.13% of portfolio
|
Q2 2023
Added 63.88%
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Aug 02, 2024 Q2 2024 |
41,027
shares
|
$1.43 Million
0.29% of portfolio
|
Q2 2024
Reduced 11.28%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
40,011
shares
|
$1.4 Million
0.1% of portfolio
|
Q2 2024
Added 12.02%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Aug 13, 2024 Q2 2024 |
35,063
shares
|
$1.23 Million
0.06% of portfolio
|
Q2 2024
Added 11.14%
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Aug 05, 2024 Q2 2024 |
30,255
shares
|
$1.06 Million
0.21% of portfolio
|
Q2 2024
Added 4.54%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
28,575
shares
|
$998,982
0.0% of portfolio
|
Q2 2024
Added 0.47%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
28,321
shares
|
$990,102
0.0% of portfolio
|
Q2 2024
Reduced 25.29%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
28,280
shares
|
$988,668
0.0% of portfolio
|
Q1 2022
Added 11.12%
|
|
Heritage Wealth Advisors
|
Aug 05, 2024 Q2 2024 |
27,064
shares
|
$946,157
0.04% of portfolio
|
Q2 2024
Added 0.11%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
26,007
shares
|
$909,204
0.0% of portfolio
|
Q2 2024
Reduced 8.1%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
25,881
shares
|
$904,799
0.0% of portfolio
|
Q2 2024
Reduced 25.77%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
25,423
shares
|
$888,788
0.0% of portfolio
|
Q2 2024
Added 3.52%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
24,803
shares
|
$867,112
0.13% of portfolio
|
Q2 2024
Added 1.2%
|
|
Revolve Wealth Partners, LLC
|
Jul 19, 2024 Q2 2024 |
22,528
shares
|
$787,578
0.13% of portfolio
|
Q2 2024
Added 14.5%
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
20,672
shares
|
$722,693
0.11% of portfolio
|
Q4 2023
Added 15.95%
|
|
Commerce Bank
Kansas City, MO |
Aug 12, 2024 Q2 2024 |
20,250
shares
|
$707,940
0.0% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
20,245
shares
|
$707,765
2.09% of portfolio
|
Q2 2022
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
20,211
shares
|
$706,576
0.0% of portfolio
|
Q2 2024
New holding
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
19,982
shares
|
$698,570
0.02% of portfolio
|
Q2 2024
Reduced 1.8%
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
19,912
shares
|
$696,123
0.22% of portfolio
|
Q2 2024
Added 7.53%
|
|
Carson Advisory Inc.
|
Aug 07, 2024 Q2 2024 |
19,570
shares
|
$684,167
0.47% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
19,486
shares
|
$681,230
0.0% of portfolio
|
Q2 2024
Added 45.65%
|
|
Fingerlakes Wealth Management, Inc.
|
Aug 07, 2024 Q2 2024 |
18,973
shares
|
$663,296
0.56% of portfolio
|
Q2 2024
Added 1.12%
|
|
Rvw Wealth, LLC
|
Jul 08, 2024 Q2 2024 |
18,861
shares
|
$659,380
0.07% of portfolio
|
Q2 2024
Added 0.17%
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
18,276
shares
|
$638,928
0.34% of portfolio
|
Q1 2023
Added 25.05%
|