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 126 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $368 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
|
$1.52 Million
0.13% of portfolio
|
Q2 2023
Added 63.88%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
40,014
shares
|
$1.41 Million
0.1% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
36,873
shares
|
$1.3 Million
0.27% of portfolio
|
Q3 2024
Reduced 10.13%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
31,255
shares
|
$1.1 Million
0.22% of portfolio
|
Q3 2024
Added 3.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
28,280
shares
|
$996,021
0.0% of portfolio
|
Q1 2022
Added 11.12%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
27,503
shares
|
$968,655
0.0% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
27,186
shares
|
$957,490
0.05% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
26,430
shares
|
$930,864
0.0% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
26,342
shares
|
$927,765
0.0% of portfolio
|
Q3 2024
Added 35.18%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
24,450
shares
|
$861,129
0.12% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
24,056
shares
|
$847,252
0.14% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
23,083
shares
|
$812,983
0.0% of portfolio
|
Q3 2024
Reduced 9.2%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
22,673
shares
|
$798,543
0.11% of portfolio
|
Q3 2024
Added 37.65%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
20,967
shares
|
$738,457
0.23% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
20,452
shares
|
$720,319
0.01% of portfolio
|
Q3 2024
Added 20.24%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
20,371
shares
|
$717,466
0.0% of portfolio
|
Q3 2024
Reduced 21.29%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
20,245
shares
|
$713,028
2.09% of portfolio
|
Q2 2022
New holding
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
19,570
shares
|
$689,255
0.48% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
19,471
shares
|
$685,768
0.1% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
18,941
shares
|
$667,102
0.58% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
18,877
shares
|
$664,847
0.07% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
18,620
shares
|
$655,796
0.0% of portfolio
|
Q3 2024
Reduced 8.05%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
18,276
shares
|
$643,680
0.34% of portfolio
|
Q1 2023
Added 25.05%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
18,065
shares
|
$636,249
0.01% of portfolio
|
Q4 2022
Reduced 3.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
17,346
shares
|
$610,926
0.0% of portfolio
|
Q3 2024
Reduced 0.21%
|