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 |
---|---|---|---|---|---|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
905
shares
|
$29,566
0.0% of portfolio
|
Q2 2022
Added 70.75%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
870
shares
|
$28,422
0.0% of portfolio
|
Q4 2023
New holding
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
709
shares
|
$23,163
0.01% of portfolio
|
Q4 2022
Added 122.96%
|
|
Clarity Asset Management, Inc.
Ames, IA |
May 15, 2024 Q1 2024 |
537
shares
|
$17,543
0.01% of portfolio
|
Q1 2024
Reduced 51.49%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
May 14, 2024 Q1 2024 |
530
shares
|
$17,315
0.0% of portfolio
|
Q1 2024
Reduced 7.5%
|
|
Crewe Advisors LLC
|
May 13, 2024 Q1 2024 |
411
shares
|
$13,427
0.0% of portfolio
|
Q1 2024
Added 3.27%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
380
shares
|
$12,414
0.0% of portfolio
|
Q1 2024
Reduced 20.83%
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 10, 2024 Q1 2024 |
370
shares
|
$12,087
0.01% of portfolio
|
Q4 2023
New holding
|
|
Advisor Net Financial, Inc
|
Apr 12, 2024 Q1 2024 |
328
shares
|
$10,715
0.0% of portfolio
|
Q1 2024
Reduced 7.08%
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 16, 2024 Q4 2023 |
242
shares
|
$7,906
0.0% of portfolio
|
Q4 2023
New holding
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 13, 2024 Q1 2024 |
186
shares
|
$6,076
0.0% of portfolio
|
Q4 2023
Added 7.51%
|
|
Dt Investment Partners, LLC
|
May 13, 2024 Q1 2024 |
181
shares
|
$5,913
0.0% of portfolio
|
Q1 2024
Added 4.62%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
172
shares
|
$5,619
0.0% of portfolio
|
Q1 2024
Reduced 1.15%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
92
shares
|
$3,005
0.0% of portfolio
|
Q4 2023
Added 1.1%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
50
shares
|
$1,633
0.0% of portfolio
|
Q1 2024
Added 11.11%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
50
shares
|
$1,633
0.0% of portfolio
|
Q4 2023
Reduced 24.24%
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 11, 2024 Q1 2024 |
35
shares
|
$1,143
0.0% of portfolio
|
Q1 2024
Reduced 40.68%
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
May 03, 2024 Q1 2024 |
35
shares
|
$1,143
0.12% of portfolio
|
Q1 2024
Reduced 99.28%
|
|
South State Corp
|
May 06, 2024 Q1 2024 |
20
shares
|
$653
0.0% of portfolio
|
Q1 2024
New holding
|
|
Macroview Investment Management LLC
|
Apr 30, 2024 Q1 2024 |
8
shares
|
$261
0.0% of portfolio
|
Q4 2022
Added 14.29%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|