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 121 institutions that hold shares in the stock, with a total of 10.6 Million shares, which have been reported (via 13F filing form) to have a value of $350 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
|
$81.2 Million
0.27% of portfolio
|
Q2 2023
Reduced 6.26%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
1,576,869
shares
|
$51.8 Million
0.17% of portfolio
|
Q1 2024
Reduced 25.33%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,321,524
shares
|
$43.4 Million
0.0% of portfolio
|
Q1 2024
Added 2.68%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Apr 10, 2024 Q1 2024 |
854,917
shares
|
$28.1 Million
4.9% of portfolio
|
Q1 2024
Added 0.41%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
517,455
shares
|
$17 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.15%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
384,411
shares
|
$12.6 Million
0.01% of portfolio
|
Q1 2024
Added 7.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
324,192
shares
|
$10.6 Million
0.01% of portfolio
|
Q1 2024
Added 1.44%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
287,719
shares
|
$9.45 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.61%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 06, 2024 Q1 2024 |
277,516
shares
|
$9.11 Million
0.29% of portfolio
|
Q1 2024
Added 3.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
247,354
shares
|
$8.12 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
163,113
shares
|
$5.36 Million
0.01% of portfolio
|
Q1 2024
Added 19.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
126,775
shares
|
$4.16 Million
0.0% of portfolio
|
Q1 2024
Reduced 2.78%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
126,375
shares
|
$4.15 Million
0.0% of portfolio
|
Q1 2024
Reduced 10.78%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
123,614
shares
|
$4.06 Million
0.05% of portfolio
|
Q1 2024
Added 7.97%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
105,290
shares
|
$3.46 Million
0.0% of portfolio
|
Q1 2024
Added 13.54%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
99,504
shares
|
$3.27 Million
0.12% of portfolio
|
Q1 2024
Added 3.43%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 13, 2024 Q1 2024 |
90,651
shares
|
$2.98 Million
0.05% of portfolio
|
Q4 2023
Reduced 4.61%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
85,152
shares
|
$2.8 Million
0.02% of portfolio
|
Q1 2024
Added 74.12%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Apr 22, 2024 Q1 2024 |
65,600
shares
|
$2.15 Million
1.84% of portfolio
|
Q4 2023
Reduced 4.05%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
57,167
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2024
Added 4.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
55,837
shares
|
$1.83 Million
0.0% of portfolio
|
Q1 2024
Added 470.64%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
51,542
shares
|
$1.69 Million
0.02% of portfolio
|
Q1 2024
Reduced 63.17%
|
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
48,607
shares
|
$1.6 Million
0.0% of portfolio
|
Q1 2024
Added 16.93%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 23, 2024 Q1 2024 |
46,244
shares
|
$1.52 Million
0.36% of portfolio
|
Q1 2024
Reduced 53.51%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
45,054
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2024
Added 10.77%
|
|