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 |
|---|---|---|---|---|---|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
14,810
shares
|
$521,608
0.18% of portfolio
|
Q2 2024
Added 3.13%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
14,804
shares
|
$521,396
0.01% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
12,670
shares
|
$446,237
0.0% of portfolio
|
Q3 2023
Reduced 0.45%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
12,633
shares
|
$444,934
0.01% of portfolio
|
Q4 2023
Reduced 35.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
12,256
shares
|
$431,656
0.0% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
12,158
shares
|
$428,204
0.0% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
12,037
shares
|
$423,943
0.0% of portfolio
|
Q2 2024
Added 83.16%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
11,569
shares
|
$407,460
0.2% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
11,450
shares
|
$403,269
0.03% of portfolio
|
Q4 2023
Added 2.23%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
11,347
shares
|
$399,641
0.03% of portfolio
|
Q2 2023
Added 15.16%
|
|
|
Ipsen Advisor Group LLC
Little Rock, AR |
Feb 10, 2023 Q4 2022 |
10,998
shares
|
$387,349
0.38% of portfolio
|
Q4 2022
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
10,720
shares
|
$377,558
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
10,655
shares
|
$375,269
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
10,534
shares
|
$371,007
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,142
shares
|
$357,201
0.01% of portfolio
|
Q2 2020
Reduced 2.26%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
9,930
shares
|
$349,734
0.04% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
9,828
shares
|
$346,142
0.05% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
9,646
shares
|
$339,732
0.14% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
9,027
shares
|
$317,930
0.0% of portfolio
|
Q3 2024
Added 42.81%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
8,964
shares
|
$315,712
0.01% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Vicus Capital
State College, PA |
Oct 21, 2024 Q3 2024 |
8,860
shares
|
$312,049
0.03% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
8,750
shares
|
$308,175
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
8,524
shares
|
$300,215
0.02% of portfolio
|
Q4 2023
Reduced 65.57%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,346
shares
|
$293,946
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
8,346
shares
|
$293,946
0.01% of portfolio
|
Q3 2022
New holding
|