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 $348 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
43,222
shares
|
$1.41 Million
0.13% of portfolio
|
Q2 2023
Added 63.88%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
37,907
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2024
Reduced 27.67%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 13, 2024 Q1 2024 |
35,719
shares
|
$1.17 Million
0.1% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
34,868
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2024
Added 2.11%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
31,549
shares
|
$1.03 Million
0.05% of portfolio
|
Q1 2024
Added 21.35%
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 02, 2024 Q1 2024 |
28,940
shares
|
$945,469
0.23% of portfolio
|
Q1 2024
Reduced 3.37%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
28,442
shares
|
$929,200
0.0% of portfolio
|
Q1 2024
Added 2.38%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
28,298
shares
|
$924,495
0.0% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
28,280
shares
|
$923,907
0.0% of portfolio
|
Q1 2022
Added 11.12%
|
|
Heritage Wealth Advisors
|
May 08, 2024 Q1 2024 |
27,034
shares
|
$883,200
0.03% of portfolio
|
Q1 2024
Added 4.52%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
24,558
shares
|
$802,309
0.0% of portfolio
|
Q1 2024
Reduced 3.5%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Apr 29, 2024 Q1 2024 |
24,509
shares
|
$800,709
0.14% of portfolio
|
Q1 2024
Added 0.13%
|
|
Parkside Financial Bank & Trust
|
May 01, 2024 Q1 2024 |
20,672
shares
|
$675,354
0.11% of portfolio
|
Q4 2023
Added 15.95%
|
|
Avantax Planning Partners, Inc.
|
May 02, 2024 Q1 2024 |
20,349
shares
|
$664,801
0.02% of portfolio
|
Q1 2024
Added 0.33%
|
|
Commerce Bank
Kansas City, MO |
May 03, 2024 Q1 2024 |
20,250
shares
|
$661,567
0.0% of portfolio
|
Q1 2024
Reduced 0.44%
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
20,245
shares
|
$661,404
2.09% of portfolio
|
Q2 2022
New holding
|
|
Carson Advisory Inc.
|
May 03, 2024 Q1 2024 |
20,070
shares
|
$655,686
0.5% of portfolio
|
Q1 2024
Reduced 6.52%
|
|
Revolve Wealth Partners, LLC
|
Apr 15, 2024 Q1 2024 |
19,675
shares
|
$642,782
0.12% of portfolio
|
Q1 2024
Added 10.55%
|
|
Rvw Wealth, LLC
|
Apr 05, 2024 Q1 2024 |
18,829
shares
|
$615,143
0.07% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
Idaho Trust Bank
Boise, ID |
May 03, 2024 Q1 2024 |
18,763
shares
|
$612,987
0.62% of portfolio
|
Q1 2024
New holding
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 24, 2024 Q1 2024 |
18,763
shares
|
$612,987
0.62% of portfolio
|
Q1 2024
Added 8.98%
|
|
Addison Advisors LLC
|
May 06, 2024 Q1 2024 |
18,517
shares
|
$604,950
0.23% of portfolio
|
Q1 2024
Added 19.37%
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
18,276
shares
|
$597,076
0.34% of portfolio
|
Q1 2023
Added 25.05%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
18,217
shares
|
$595,149
0.03% of portfolio
|
Q1 2024
Added 0.3%
|
|
Coldstream Capital Management Inc
|
May 13, 2024 Q1 2024 |
18,065
shares
|
$590,183
0.02% of portfolio
|
Q4 2022
Reduced 3.7%
|