Institutional Ownership Nuveen Esg Mid Cap Value ETF (NUMV)

NUMV Quotes by TradingView

This table provides information about the institutional ownership of Nuveen Esg Mid Cap Value ETF (NUMV). We have compiled data on the 137 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 $372 Million.

Holding Report Date shares Held Holding Value (Reported) Last Trade Trade History
Citigroup Inc

Feb 12, 2025 Q4 2024
380
shares
$12,897 0.0% of portfolio
Q3 2024 Reduced 54.92%
Bruce G. Allen Investments, LLC

Denver, CO

 		Jan 10, 2025 Q4 2024
370
shares
$12,557 0.01% of portfolio
Q4 2023 New holding
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL

 		Feb 12, 2025 Q4 2024
349
shares
$11,845 0.0% of portfolio
Q4 2024 Added 57.92%
Advisor Net Financial, Inc

Apr 07, 2025 Q1 2025
259
shares
$8,790 0.0% of portfolio
Q3 2024 Reduced 21.04%
Allworth Financial LP

Jan 30, 2025 Q4 2024
256
shares
$8,688 0.0% of portfolio
Q4 2024 Reduced 45.06%
Global Retirement Partners, LLC

Jan 31, 2025 Q4 2024
234
shares
$7,941 0.0% of portfolio
Q4 2024 Added 41.82%
Ever Source Wealth Advisors, LLC

Feb 07, 2025 Q4 2024
219
shares
$7,432 0.0% of portfolio
Q4 2024 New holding
Dt Investment Partners, LLC

Jan 30, 2025 Q4 2024
181
shares
$6,143 0.0% of portfolio
Q1 2024 Added 4.62%
Nbc Securities, Inc.

Birmingham, AL

 		Apr 09, 2025 Q1 2025
68
shares
$2,307 0.0% of portfolio
Q1 2025 New holding
Gps Wealth Strategies Group, LLC

Jan 24, 2025 Q4 2024
61
shares
$2,070 0.0% of portfolio
Q4 2024 Added 1.67%
Concourse Financial Group Securities, Inc.

Birmingham, AL

 		Feb 13, 2025 Q4 2024
0
shares
$0 0.0% of portfolio
Q4 2024 New holding

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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