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 $366 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
2,471,473
shares
|
$86.6 Million
0.27% of portfolio
|
Q2 2023
Reduced 6.26%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,330,000
shares
|
$46.6 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.89%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
1,188,783
shares
|
$41.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Oct 03, 2024 Q3 2024 |
866,368
shares
|
$30.3 Million
4.78% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
542,408
shares
|
$19 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
420,125
shares
|
$14.7 Million
0.01% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
372,200
shares
|
$13 Million
0.01% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
294,861
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
259,267
shares
|
$9.08 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
254,425
shares
|
$8.91 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
165,576
shares
|
$5.8 Million
0.01% of portfolio
|
Q3 2024
Added 157.8%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
157,285
shares
|
$5.51 Million
0.07% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
150,561
shares
|
$5.27 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
119,105
shares
|
$4.17 Million
0.0% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
115,513
shares
|
$4.05 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.6%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
91,905
shares
|
$3.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.57%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
89,246
shares
|
$3.13 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
83,621
shares
|
$2.93 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
79,547
shares
|
$2.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.13%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
67,152
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
65,554
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2024
Added 20.46%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Nov 12, 2024 Q3 2024 |
64,224
shares
|
$2.25 Million
2.47% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
61,724
shares
|
$2.16 Million
0.22% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
56,521
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
44,981
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.32%
|