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 |
---|---|---|---|---|---|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
1,200
shares
|
$41,952
0.0% of portfolio
|
Q2 2024
Reduced 16.32%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,111
shares
|
$38,840
0.0% of portfolio
|
Q3 2022
New holding
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
905
shares
|
$31,638
0.0% of portfolio
|
Q2 2022
Added 70.75%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
870
shares
|
$30,415
0.0% of portfolio
|
Q4 2023
New holding
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
843
shares
|
$29,471
0.0% of portfolio
|
Q2 2024
Added 121.84%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
709
shares
|
$24,786
0.01% of portfolio
|
Q4 2022
Added 122.96%
|
|
Iag Wealth Partners, LLC
|
Jul 16, 2024 Q2 2024 |
634
shares
|
$22,164
0.0% of portfolio
|
Q2 2024
New holding
|
|
Vista Private Wealth Partners. LLC
|
Aug 05, 2024 Q2 2024 |
547
shares
|
$19,123
0.01% of portfolio
|
Q2 2024
New holding
|
|
Clarity Asset Management, Inc.
Ames, IA |
Aug 15, 2024 Q2 2024 |
436
shares
|
$15,242
0.01% of portfolio
|
Q2 2024
Reduced 18.81%
|
|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
411
shares
|
$14,368
0.0% of portfolio
|
Q1 2024
Added 3.27%
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 12, 2024 Q2 2024 |
370
shares
|
$12,935
0.01% of portfolio
|
Q4 2023
New holding
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
328
shares
|
$11,466
0.0% of portfolio
|
Q1 2024
Reduced 7.08%
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
242
shares
|
$8,460
0.0% of portfolio
|
Q4 2023
New holding
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 12, 2024 Q2 2024 |
186
shares
|
$6,502
0.0% of portfolio
|
Q4 2023
Added 7.51%
|
|
Dt Investment Partners, LLC
|
Jul 24, 2024 Q2 2024 |
181
shares
|
$6,327
0.0% of portfolio
|
Q1 2024
Added 4.62%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
172
shares
|
$6,013
0.0% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
117
shares
|
$4,090
0.0% of portfolio
|
Q2 2024
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
68
shares
|
$2,377
0.0% of portfolio
|
Q2 2024
Added 36.0%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
60
shares
|
$2,097
0.0% of portfolio
|
Q2 2024
New holding
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
58
shares
|
$2,027
0.0% of portfolio
|
Q2 2024
Added 16.0%
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
35
shares
|
$1,223
0.0% of portfolio
|
Q1 2024
Reduced 40.68%
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jul 26, 2024 Q2 2024 |
33
shares
|
$1,153
0.11% of portfolio
|
Q2 2024
Reduced 99.32%
|
|
Macroview Investment Management LLC
|
Jul 23, 2024 Q2 2024 |
8
shares
|
$279
0.0% of portfolio
|
Q4 2022
Added 14.29%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|