Free Trial

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

$37.72 +0.31 (+0.83%)
(As of 11/22/2024 ET)

Institutional Ownership Changes (13F Filings) for Nuveen ESG Mid-Cap Value ETF (BATS:NUMV)

Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$25.38M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$40.61M
Get NUMV Insider Trade Alerts

Want to know when executives and insiders are buying or selling Nuveen ESG Mid-Cap Value ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

NUMV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 Urban Financial Advisory Corp670$25K0.0%N/A0.007%
11/15/2024 EP Wealth Advisors LLC2,795$103K0.0%N/A0.028%
11/8/2024 Commerce Bank18,620$686K0.0%-8.0%0.184%
11/8/2024 Avior Wealth Management LLC7,599$280K0.0%-7.8%0.075%
11/8/2024 PNC Financial Services Group Inc.26,430$974K0.0%+1.6%0.262%
11/7/2024 Thrivent Financial for Lutherans165,576$6.10M0.0%+157.8%1.639%
11/4/2024 Addison 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%
8/22/2024 Cetera Investment Advisers55,491$1.83M0.0%-0.6%0.549%
8/16/2024 Creative Planning115,513$3.82M0.0%-8.6%1.144%
8/13/2024 Thrivent Financial for Lutherans64,227$2.12M0.0%+12.3%0.636%
8/12/2024 WCG Wealth Advisors LLC40,011$1.32M0.1%+12.0%0.396%
8/12/2024 Mercer Global Advisors Inc. ADV12,037$398K0.0%+83.2%0.119%
8/8/2024 Envestnet 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%
8/7/2024 Invera Wealth Advisors LLC66,867$2.25M2.3%+1.9%0.662%
8/6/2024 First Foundation Advisors6,538$216K0.0%-13.2%0.065%
8/6/2024 Opes Wealth Management LLC30,255$999K0.2%+4.5%0.300%
8/5/2024 Addison Advisors LLC19,912$658K0.2%+7.5%0.197%
8/1/2024 TIAA 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%
7/26/2024 WealthShield Partners LLC24,803$819K0.1%+1.2%0.246%
7/26/2024 Bank 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%
[625,000% Gain] – Are You Ready for the Next Altcoin Boom? (Ad)

All of our key indicators are flashing the same signal: an altcoin season is fast approaching. And if you know anything about crypto, you know that altcoin seasons are where some of the biggest gains happen.

Register for the FREE Workshop Now & get $10 in Bitcoin
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%
5/24/2024 Cetera Investment Advisers55,837$1.91M0.0%+15.8%0.553%
5/10/2024 TIAA Trust National Association1,576,869$53.93M0.2%-25.3%15.613%
5/10/2024 First Foundation Advisors7,536$258K0.0%-25.3%0.075%
5/8/2024 Neumann Capital Management LLC14,360$491K0.2%+5.1%0.142%
5/8/2024 Heritage 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%
4/22/2024 Invera 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%
4/15/2024 Wealthcare 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%
2/28/2024 EP Wealth Advisors LLC13,642$430K0.0%+128.9%0.122%
2/13/2024 Morningstar Investment Services LLC139,937$4.44M0.0%+65.0%1.255%
2/13/2024 Jones Financial Companies Lllp41,569$1.31M0.0%+22.8%0.373%
2/12/2024 Fiduciary Trust Co90,651$2.86M0.0%-4.6%0.813%
2/12/2024 Heritage Wealth Advisors25,864$816K0.0%+4.1%0.232%
2/9/2024 Commerce Bank20,340$642K0.0%-3.7%0.182%
2/9/2024 UBS Group AG289,496$9.13M0.0%-8.8%2.596%
2/8/2024 Private Wealth Management Group LLC8,470$267K0.1%N/A0.076%
2/8/2024 Beacon 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%
2/7/2024 Neumann 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%
2/6/2024 New 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%
2/2/2024 Addison Advisors LLC15,512$489K0.2%-2.4%0.139%
2/1/2024 Parkside Financial Bank & Trust20,672$652K0.1%+15.9%0.185%
1/30/2024 Avior 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%
Blackrock’s Sending THIS Crypto Higher on Purpose (Ad)

It's a groundbreaking opportunity that could be poised for extraordinary gains. The catalyst behind this surge is a massive new blockchain development…

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%
1/24/2024 Private Trust Co. NA870$27K0.0%N/A0.008%
1/23/2024 WealthShield Partners LLC24,476$772K0.1%-16.0%0.220%
1/23/2024 TIAA 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%
1/17/2024 RTD Financial Advisors Inc.12,463$393K0.1%+2.9%0.112%
1/17/2024 Invera 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%
(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, 87 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 80 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), Thrivent Financial for Lutherans ($117.33K), Phoenix Wealth Advisors ($99.25K), LPL Financial LLC ($97.57K), 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 4,898,596 shares in the last 24 months. This purchase volume represents approximately $144.11M in transactions.

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

Of the 43 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), UBS Group AG ($75.25K), Regatta Capital Group LLC ($59.88K), Robertson Stephens Wealth Management LLC ($50.28K), Lido Advisors LLC ($44.56K), and Envestnet Asset Management Inc. ($34.73K).

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

Institutional investors have sold a total of 1,707,683 shares in the last 24 months. This volume of shares sold represents approximately $54.70M in transactions.



This page (BATS:NUMV) was last updated on 11/24/2024 by MarketBeat.com Staff
From Our Partners