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 |
---|---|---|---|---|---|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 15, 2024 Q2 2024 |
8,467
shares
|
$296,006
0.01% of portfolio
|
Q2 2024
Reduced 1.82%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,346
shares
|
$291,776
0.01% of portfolio
|
Q3 2022
New holding
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
8,346
shares
|
$291,776
0.01% of portfolio
|
Q3 2022
New holding
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
8,246
shares
|
$288,280
0.01% of portfolio
|
Q2 2024
Reduced 51.3%
|
|
Stage Harbor Financial, LLC
Needham, MA |
Jul 15, 2024 Q2 2024 |
8,073
shares
|
$282,232
0.26% of portfolio
|
Q2 2024
Reduced 10.01%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
7,775
shares
|
$271,814
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concord Wealth Partners
|
Jul 31, 2024 Q2 2024 |
7,684
shares
|
$268,632
0.05% of portfolio
|
Q2 2024
Reduced 11.74%
|
|
Stokes Family Office, LLC
|
Jul 05, 2024 Q2 2024 |
7,175
shares
|
$250,838
0.03% of portfolio
|
Q4 2020
New holding
|
|
Lake Street Financial LLC
|
Jul 12, 2024 Q2 2024 |
6,774
shares
|
$236,819
0.03% of portfolio
|
Q4 2023
New holding
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
6,774
shares
|
$236,819
0.03% of portfolio
|
Q2 2024
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
6,734
shares
|
$235,420
0.0% of portfolio
|
Q2 2024
Added 0.04%
|
|
Cx Institutional
|
Jul 11, 2024 Q2 2024 |
6,729
shares
|
$235,245
0.01% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
First Foundation Advisors
Irvine, CA |
Aug 06, 2024 Q2 2024 |
6,538
shares
|
$228,568
0.01% of portfolio
|
Q2 2024
Reduced 13.24%
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Aug 02, 2024 Q2 2024 |
6,322
shares
|
$221,017
0.03% of portfolio
|
Q1 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
6,321
shares
|
$220,982
0.0% of portfolio
|
Q2 2024
New holding
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
6,111
shares
|
$213,640
0.01% of portfolio
|
Q2 2024
Reduced 1.45%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
6,078
shares
|
$212,486
0.0% of portfolio
|
Q2 2024
New holding
|
|
Umb Bank, N.A.
|
Jul 29, 2024 Q2 2024 |
5,754
shares
|
$201,159
0.0% of portfolio
|
Q2 2024
Reduced 24.63%
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
5,500
shares
|
$192,280
0.02% of portfolio
|
Q2 2024
New holding
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
2,936
shares
|
$102,642
0.0% of portfolio
|
Q2 2024
Reduced 8.54%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
2,909
shares
|
$101,698
0.0% of portfolio
|
Q4 2022
Added 67.28%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
2,750
shares
|
$96,140
0.0% of portfolio
|
Q1 2024
Added 37.5%
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
2,424
shares
|
$84,743
0.0% of portfolio
|
Q1 2024
Added 7.49%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
2,304
shares
|
$80,547
0.0% of portfolio
|
Q2 2024
Added 57.06%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
1,454
shares
|
$50,831
0.0% of portfolio
|
Q2 2024
Reduced 3.32%
|