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 |
---|---|---|---|---|---|
Concord Wealth Partners
|
Apr 30, 2024 Q1 2024 |
8,706
shares
|
$284,425
0.05% of portfolio
|
Q1 2024
Reduced 13.97%
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2024 Q1 2024 |
8,624
shares
|
$281,746
0.01% of portfolio
|
Q1 2024
Added 1.73%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
8,524
shares
|
$278,479
0.02% of portfolio
|
Q4 2023
Reduced 65.57%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Apr 30, 2024 Q1 2024 |
8,352
shares
|
$272,859
0.13% of portfolio
|
Q1 2024
Reduced 1.39%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,346
shares
|
$272,663
0.01% of portfolio
|
Q3 2022
New holding
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
8,346
shares
|
$272,663
0.02% of portfolio
|
Q3 2022
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
8,346
shares
|
$272,663
0.0% of portfolio
|
Q4 2023
Reduced 75.78%
|
|
Umb Bank, N.A.
|
Apr 26, 2024 Q1 2024 |
7,634
shares
|
$249,402
0.0% of portfolio
|
Q1 2024
Reduced 6.73%
|
|
First Foundation Advisors
Irvine, CA |
May 09, 2024 Q1 2024 |
7,536
shares
|
$246,201
0.01% of portfolio
|
Q1 2024
Reduced 25.29%
|
|
Stokes Family Office, LLC
|
Jul 05, 2024 Q2 2024 |
7,175
shares
|
$234,407
0.03% of portfolio
|
Q4 2020
New holding
|
|
Vicus Capital
State College, PA |
Apr 17, 2024 Q1 2024 |
6,949
shares
|
$227,023
0.02% of portfolio
|
Q1 2024
Reduced 0.81%
|
|
Cx Institutional
|
Apr 15, 2024 Q1 2024 |
6,796
shares
|
$222,025
0.01% of portfolio
|
Q1 2024
New holding
|
|
Lake Street Financial LLC
|
Apr 19, 2024 Q1 2024 |
6,774
shares
|
$221,306
0.03% of portfolio
|
Q4 2023
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
6,731
shares
|
$219,901
0.0% of portfolio
|
Q1 2024
Reduced 3.3%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
6,572
shares
|
$214,707
0.0% of portfolio
|
Q1 2024
New holding
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 15, 2024 Q1 2024 |
6,322
shares
|
$206,539
0.03% of portfolio
|
Q1 2024
New holding
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 15, 2024 Q1 2024 |
6,201
shares
|
$202,586
0.01% of portfolio
|
Q1 2024
New holding
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
3,210
shares
|
$104,870
0.0% of portfolio
|
Q1 2024
Reduced 2.55%
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
2,909
shares
|
$95,037
0.0% of portfolio
|
Q4 2022
Added 67.28%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
2,750
shares
|
$89,842
0.01% of portfolio
|
Q1 2024
Added 37.5%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
2,424
shares
|
$79,192
0.0% of portfolio
|
Q1 2024
Added 7.49%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
1,504
shares
|
$49,135
0.0% of portfolio
|
Q1 2024
Added 19.84%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
1,467
shares
|
$47,926
0.0% of portfolio
|
Q4 2023
Added 226.0%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
1,434
shares
|
$46,848
0.0% of portfolio
|
Q4 2023
Added 0.7%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,111
shares
|
$36,296
0.0% of portfolio
|
Q3 2022
New holding
|