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 136 institutions that hold shares in the stock, with a total of 11 Million shares, which have been reported (via 13F filing form) to have a value of $384 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
|
$86.7 Million
0.27% of portfolio
|
Q2 2023
Reduced 6.26%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
1,266,248
shares
|
$44.4 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,170,827
shares
|
$41.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
909,082
shares
|
$31.9 Million
4.73% of portfolio
|
Q4 2024
Added 4.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
556,954
shares
|
$19.5 Million
0.0% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
492,936
shares
|
$17.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
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 |
Feb 11, 2025 Q4 2024 |
382,286
shares
|
$13.4 Million
0.01% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
294,002
shares
|
$10.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
263,359
shares
|
$9.24 Million
0.0% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
253,286
shares
|
$8.89 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
173,071
shares
|
$6.07 Million
0.01% of portfolio
|
Q4 2024
Added 14.95%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
172,553
shares
|
$6.05 Million
0.01% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
153,123
shares
|
$5.37 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
123,677
shares
|
$4.34 Million
0.0% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
109,988
shares
|
$3.86 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
97,052
shares
|
$3.41 Million
0.0% of portfolio
|
Q4 2024
Added 5.6%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
89,246
shares
|
$3.13 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
83,710
shares
|
$2.94 Million
0.13% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
69,233
shares
|
$2.43 Million
0.0% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
67,152
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Feb 03, 2025 Q4 2024 |
63,360
shares
|
$2.22 Million
2.39% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
57,400
shares
|
$2.01 Million
0.2% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
55,653
shares
|
$1.95 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
43,222
shares
|
$1.52 Million
0.13% of portfolio
|
Q2 2023
Added 63.88%
|