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 123 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $380 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
|
$89.7 Million
0.27% of portfolio
|
Q2 2023
Reduced 6.26%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 01, 2024 Q2 2024 |
1,398,404
shares
|
$50.8 Million
0.14% of portfolio
|
Q2 2024
Reduced 11.32%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,191,119
shares
|
$43.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.87%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Oct 03, 2024 Q3 2024 |
866,368
shares
|
$31.4 Million
4.78% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
566,657
shares
|
$20.6 Million
0.0% of portfolio
|
Q2 2024
Added 9.51%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
420,125
shares
|
$15.3 Million
0.01% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
362,996
shares
|
$13.2 Million
0.01% of portfolio
|
Q2 2024
Added 11.97%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
266,280
shares
|
$9.67 Million
0.26% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
263,868
shares
|
$9.58 Million
0.0% of portfolio
|
Q2 2024
Added 6.68%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
262,988
shares
|
$9.55 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.6%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
150,561
shares
|
$5.47 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
147,433
shares
|
$5.35 Million
0.06% of portfolio
|
Q2 2024
Added 19.27%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
118,205
shares
|
$4.29 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.76%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
115,513
shares
|
$4.19 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.6%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
102,770
shares
|
$3.73 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 14, 2024 Q2 2024 |
89,246
shares
|
$3.24 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
86,589
shares
|
$3.14 Million
0.02% of portfolio
|
Q2 2024
Added 1.69%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
83,621
shares
|
$3.04 Million
0.09% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
67,152
shares
|
$2.44 Million
0.0% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Aug 06, 2024 Q2 2024 |
66,867
shares
|
$2.43 Million
2.36% of portfolio
|
Q2 2024
Added 1.93%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
64,227
shares
|
$2.33 Million
0.0% of portfolio
|
Q2 2024
Added 12.35%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
61,724
shares
|
$2.24 Million
0.22% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
55,491
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
54,421
shares
|
$1.98 Million
0.0% of portfolio
|
Q2 2024
Added 11.96%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
47,510
shares
|
$1.72 Million
0.02% of portfolio
|
Q2 2024
Reduced 7.82%
|