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Nuveen ESG Mid-Cap Value ETF (NUMV) Institutional Ownership

$35.86
+0.13 (+0.36%)
(As of 11/4/2024 ET)
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Institutional Ownership Changes (13F Filings) for Nuveen ESG Mid-Cap Value ETF (BATS:NUMV)

Number of
Institutional Buyers
(last 12 months)
46
Total
Institutional Inflows
(last 12 months)
$23.30M
Number of
Institutional Sellers
(last 12 months)
29
Total
Institutional Outflows
(last 12 months)
$43.40M
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NUMV Institutional Buying and Selling by Quarter

Nuveen ESG Mid-Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Addison Advisors LLC20,967$772K0.2%+5.3%0.208%
10/30/2024 RTD Financial Advisors Inc.22,673$835K0.1%+37.7%0.224%
10/30/2024 Falcon Wealth Planning9,828$362K0.0%+5.2%0.097%
10/29/2024 Opes Wealth Management LLC31,255$1.15M0.2%+3.3%0.309%
10/29/2024 Private Wealth Management Group LLC9,646$355K0.1%+8.2%0.096%
10/24/2024 Concord Wealth Partners5,587$206K0.0%-27.3%0.055%
10/23/2024 CENTRAL TRUST Co14,804$545K0.0%+3.8%0.147%
10/22/2024 Private Advisor Group LLC12,158$448K0.0%-2.9%0.120%
10/19/2024McClarren Financial Advisors Inc.4,831$177K0.1%+14,539.4%0.048%
10/18/2024Revolve Wealth Partners LLC24,056$886K0.1%+6.8%0.238%
10/18/2024Raymond James & Associates420,125$15.48M0.0%+3.3%4.160%
10/17/2024LexAurum Advisors LLC10,655$393K0.1%N/A0.105%
10/15/2024 Regatta Capital Group LLC36,873$1.36M0.3%-10.1%0.365%
10/9/2024 UMB Bank n.a.3,561$131K0.0%-38.1%0.035%
10/8/2024 Dynamic Advisor Solutions LLC83,621$3.08M0.1%-2.6%0.828%
8/22/2024Cetera Investment Advisers55,491$1.83M0.0%-0.6%0.549%
8/16/2024 Creative Planning115,513$3.82M0.0%-8.6%1.144%
8/13/2024Thrivent Financial for Lutherans64,227$2.12M0.0%+12.3%0.636%
8/12/2024WCG Wealth Advisors LLC40,011$1.32M0.1%+12.0%0.396%
8/12/2024Mercer Global Advisors Inc. ADV12,037$398K0.0%+83.2%0.119%
8/8/2024Envestnet Asset Management Inc.102,770$3.39M0.0%-2.4%1.018%
8/7/2024 Carson Advisory Inc.19,570$646K0.5%-2.5%0.194%
8/7/2024Invera Wealth Advisors LLC66,867$2.25M2.3%+1.9%0.662%
8/6/2024First Foundation Advisors6,538$216K0.0%-13.2%0.065%
8/6/2024 Opes Wealth Management LLC30,255$999K0.2%+4.5%0.300%
8/5/2024Addison Advisors LLC19,912$658K0.2%+7.5%0.197%
8/1/2024TIAA Trust National Association1,398,404$46.19M0.1%-11.3%13.846%
7/31/2024Commonwealth Equity Services LLC153,210$5.06M0.0%-6.1%1.517%
7/29/2024 UMB Bank n.a.5,754$190K0.0%-24.6%0.057%
7/26/2024WealthShield Partners LLC24,803$819K0.1%+1.2%0.246%
7/26/2024Bank of New York Mellon Corp152,283$5.03M0.0%+19.3%1.508%
7/23/2024 Vicus Capital8,854$292K0.0%+27.4%0.088%
7/22/2024 RTD Financial Advisors Inc.16,471$544K0.1%+35.7%0.163%
7/19/2024Revolve Wealth Partners LLC22,528$744K0.1%+14.5%0.223%
7/19/2024Raymond James & Associates406,844$13.44M0.0%+5.8%4.028%
7/16/2024 Wealth Enhancement Advisory Services LLC7,775$257K0.0%N/A0.077%
7/15/2024 Dynamic Advisor Solutions LLC85,836$2.84M0.1%-13.7%0.850%
7/11/2024 Canandaigua National Bank & Trust Co.61,596$2.04M0.2%N/A0.610%
7/11/2024 Abacus Wealth Partners LLC866,329$28.62M4.7%+1.3%8.578%
5/24/2024Cetera Advisors LLC38,834$1.33M0.0%N/A0.384%
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5/24/2024Cetera Investment Advisers55,837$1.91M0.0%+15.8%0.553%
5/10/2024TIAA Trust National Association1,576,869$53.93M0.2%-25.3%15.613%
5/10/2024First Foundation Advisors7,536$258K0.0%-25.3%0.075%
5/8/2024Neumann Capital Management LLC14,360$491K0.2%+5.1%0.142%
5/8/2024Heritage Wealth Advisors27,034$925K0.0%+4.5%0.268%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management277,516$9.49M0.3%+3.5%2.748%
5/3/2024 Carson Advisory Inc.20,070$686K0.5%-6.5%0.199%
4/30/2024 Concord Wealth Partners8,706$298K0.1%-14.0%0.086%
4/29/2024Commonwealth Equity Services LLC163,113$5.58M0.0%+19.6%1.615%
4/26/2024 UMB Bank n.a.7,634$261K0.0%-6.7%0.076%
4/24/2024 CENTRAL TRUST Co14,628$500K0.0%+3.2%0.143%
4/23/2024 Regatta Capital Group LLC46,244$1.58M0.4%-53.5%0.453%
4/23/2024Raymond James Financial Services Advisors Inc.45,054$1.54M0.0%+10.8%0.442%
4/22/2024Invera Wealth Advisors LLC65,600$2.10M1.8%+4.2%0.643%
4/22/2024Raymond James & Associates384,411$13.15M0.0%+7.6%3.769%
4/19/2024 RTD Financial Advisors Inc.12,140$415K0.1%-2.6%0.119%
4/15/2024 Signet Financial Management LLC6,322$216K0.0%N/A0.062%
4/15/2024Wealthcare Advisory Partners LLC6,201$212K0.0%N/A0.061%
4/15/2024Revolve Wealth Partners LLC19,675$673K0.1%+10.5%0.193%
4/12/2024 Dynamic Advisor Solutions LLC99,504$3.40M0.1%+3.4%0.976%
4/10/2024 Abacus Wealth Partners LLC854,917$29.24M4.9%+0.4%7.667%
2/28/2024EP Wealth Advisors LLC13,642$430K0.0%+128.9%0.122%
2/13/2024Morningstar Investment Services LLC139,937$4.44M0.0%+65.0%1.255%
2/13/2024Jones Financial Companies Lllp41,569$1.31M0.0%+22.8%0.373%
2/12/2024Fiduciary Trust Co90,651$2.86M0.0%-4.6%0.813%
2/12/2024Heritage Wealth Advisors25,864$816K0.0%+4.1%0.232%
2/9/2024Commerce Bank20,340$642K0.0%-3.7%0.182%
2/9/2024UBS Group AG289,496$9.13M0.0%-8.8%2.596%
2/8/2024 Private Wealth Management Group LLC8,470$267K0.1%N/A0.076%
2/8/2024Beacon Pointe Advisors LLC114,488$3.61M0.0%+30.7%1.027%
2/7/2024 Principal Securities Inc.1,255$40K0.0%N/A0.011%
2/7/2024 Abacus Wealth Partners LLC851,435$26.85M4.5%+4.2%7.636%
2/7/2024Neumann Capital Management LLC13,660$431K0.2%+5.6%0.123%
2/6/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management268,186$8.46M0.3%+10.0%2.405%
2/6/2024 Private Advisor Group LLC12,534$395K0.0%-26.9%0.112%
2/6/2024 Carson Advisory Inc.21,470$677K0.5%-7.3%0.193%
2/6/2024New York Life Investment Management LLC14,913$470K0.0%-48.2%0.134%
2/6/2024 Concord Wealth Partners10,120$319K0.1%-43.8%0.091%
2/2/2024Addison Advisors LLC15,512$489K0.2%-2.4%0.139%
2/1/2024Parkside Financial Bank & Trust20,672$652K0.1%+15.9%0.185%
1/30/2024Avior Wealth Management LLC15,511$489K0.0%+7.1%0.139%
1/29/2024Baystate Wealth Management LLC8,524$269K0.0%-65.6%0.076%
1/26/2024 Fingerlakes Wealth Management Inc.17,217$543K0.6%-2.8%0.154%
1/24/2024 CENTRAL TRUST Co14,171$447K0.0%-12.4%0.127%
1/24/2024 Sowell Financial Services LLC25,998$820K0.0%+2.0%0.233%
1/24/2024 International Assets Investment Management LLC3,690$117K0.0%N/A0.033%
1/24/2024Private Trust Co. NA870$27K0.0%N/A0.008%
1/23/2024WealthShield Partners LLC24,476$772K0.1%-16.0%0.220%
1/23/2024TIAA Trust National Association2,111,715$66.60M0.2%-11.8%18.939%
1/22/2024 Regatta Capital Group LLC99,480$3.14M0.8%-2.4%0.892%
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1/17/2024 RTD Financial Advisors Inc.12,463$393K0.1%+2.9%0.112%
1/17/2024Invera Wealth Advisors LLC62,942$1.99M1.2%N/A0.565%
1/16/2024Raymond James Financial Services Advisors Inc.40,673$1.28M0.0%-32.8%0.365%
1/16/2024Raymond James & Associates357,284$11.27M0.0%+16.6%3.204%
1/12/2024Revolve Wealth Partners LLC17,798$561K0.1%+49.3%0.160%
1/12/2024 CGC Financial Services LLC7,333$231K0.1%N/A0.066%
1/11/2024 Whittier Trust Co.12,633$398K0.0%-35.2%0.113%
1/11/2024 Dynamic Advisor Solutions LLC96,201$2.99M0.1%+8.5%0.863%
1/11/2024 Falcon Wealth Planning8,185$258K0.0%-16.9%0.073%
11/24/2023EP Wealth Advisors LLC5,960$169K0.0%N/A0.053%
(Data available from 1/1/2016 forward)

NUMV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NUMV shares?

During the previous two years, 88 institutional investors and hedge funds held shares of Nuveen ESG Mid-Cap Value ETF. The most heavily invested institutionals were TIAA FSB ($73.23M), TIAA Trust National Association ($46.19M), Abacus Wealth Partners LLC ($28.62M), Raymond James & Associates ($15.48M), LPL Financial LLC ($9.83M), Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($9.49M), and UBS Group AG ($9.13M).Learn more on NUMV's institutional investors.

Which institutional investors have been buying Nuveen ESG Mid-Cap Value ETF stock?

Of the 82 institutional investors that purchased Nuveen ESG Mid-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($2.39M), Abacus Wealth Partners LLC ($866.33K), Raymond James & Associates ($225.27K), Phoenix Wealth Advisors ($99.25K), LPL Financial LLC ($97.57K), UBS Group AG ($96.20K), and Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($74.38K).

How much institutional buying is happening at Nuveen ESG Mid-Cap Value ETF?

Institutional investors have bought a total of 4,906,029 shares in the last 24 months. This purchase volume represents approximately $143.44M in transactions.

Which Nuveen ESG Mid-Cap Value ETF major shareholders have been selling company stock?

Of the 44 institutional investors that sold Nuveen ESG Mid-Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TIAA Trust National Association ($995.33K), TIAA FSB ($165.16K), Envestnet Asset Management Inc. ($100.75K), UBS Group AG ($75.25K), Regatta Capital Group LLC ($59.88K), Robertson Stephens Wealth Management LLC ($50.28K), and Lido Advisors LLC ($44.56K).

How much institutional selling is happening at Nuveen ESG Mid-Cap Value ETF?

Institutional investors have sold a total of 1,785,749 shares in the last 24 months. This volume of shares sold represents approximately $56.89M in transactions.


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This page (BATS:NUMV) was last updated on 11/5/2024 by MarketBeat.com Staff
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