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 |
---|---|---|---|---|---|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
18,065
shares
|
$631,552
0.01% of portfolio
|
Q4 2022
Reduced 3.7%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
17,383
shares
|
$607,709
0.0% of portfolio
|
Q2 2024
Added 0.58%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
17,010
shares
|
$594,669
0.0% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
Rtd Financial Advisors, Inc.
|
Jul 22, 2024 Q2 2024 |
16,471
shares
|
$575,826
0.07% of portfolio
|
Q2 2024
Added 35.68%
|
|
Neumann Capital Management, LLC
|
Aug 09, 2024 Q2 2024 |
14,810
shares
|
$517,757
0.17% of portfolio
|
Q2 2024
Added 3.13%
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
14,263
shares
|
$498,634
0.01% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
14,183
shares
|
$495,837
0.01% of portfolio
|
Q2 2024
Reduced 12.21%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
12,670
shares
|
$442,943
0.0% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
Whittier Trust CO
|
Jul 26, 2024 Q2 2024 |
12,633
shares
|
$441,649
0.01% of portfolio
|
Q4 2023
Reduced 35.21%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
12,527
shares
|
$437,943
0.0% of portfolio
|
Q2 2024
Added 2.18%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
12,037
shares
|
$420,813
0.0% of portfolio
|
Q2 2024
Added 83.16%
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Aug 12, 2024 Q2 2024 |
11,492
shares
|
$401,760
0.19% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 24, 2024 Q2 2024 |
11,450
shares
|
$400,292
0.03% of portfolio
|
Q4 2023
Added 2.23%
|
|
Simmons Bank
|
Jul 26, 2024 Q2 2024 |
11,347
shares
|
$396,691
0.03% of portfolio
|
Q2 2023
Added 15.16%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
11,088
shares
|
$387,636
0.0% of portfolio
|
Q2 2024
Added 32.85%
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
10,998
shares
|
$384,490
0.38% of portfolio
|
Q4 2022
New holding
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 23, 2024 Q2 2024 |
10,720
shares
|
$374,771
0.03% of portfolio
|
Q1 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,142
shares
|
$354,564
0.01% of portfolio
|
Q2 2020
Reduced 2.26%
|
|
Trust CO
|
Jul 15, 2024 Q2 2024 |
9,464
shares
|
$330,861
0.04% of portfolio
|
Q2 2024
Reduced 4.95%
|
|
Falcon Wealth Planning
|
Jul 16, 2024 Q2 2024 |
9,342
shares
|
$326,596
0.04% of portfolio
|
Q2 2024
Added 2.1%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
9,214
shares
|
$322,121
0.01% of portfolio
|
Q2 2024
Added 0.77%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Aug 13, 2024 Q2 2024 |
8,913
shares
|
$311,598
0.13% of portfolio
|
Q2 2024
Added 6.72%
|
|
Vicus Capital
State College, PA |
Jul 23, 2024 Q2 2024 |
8,854
shares
|
$309,535
0.03% of portfolio
|
Q2 2024
Added 27.41%
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 14, 2024 Q2 2024 |
8,750
shares
|
$305,900
0.0% of portfolio
|
Q4 2022
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
8,524
shares
|
$297,999
0.02% of portfolio
|
Q4 2023
Reduced 65.57%
|