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

$32.32 -2.71 (-7.72%)
Closing price 04/17/2025 03:57 PM Eastern
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$32.28 -0.04 (-0.12%)
As of 04/17/2025 04:05 PM Eastern
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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)
54
Total
Institutional Inflows
(last 12 months)
$57.31M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$34.37M
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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
4/18/2025CENTRAL TRUST Co15,271$522K0.0%+2.4%0.144%
4/17/2025 Dynamic Advisor Solutions LLC52,196$1.79M0.1%-37.6%0.492%
4/16/2025 Wealth Enhancement Advisory Services LLC7,744$265K0.0%-8.2%0.073%
4/16/2025 RTD Financial Advisors Inc.25,855$885K0.1%+13.2%0.244%
4/16/2025 Neumann Capital Management LLC15,560$532K0.2%+6.5%0.147%
4/14/2025 Regatta Capital Group LLC37,202$1.27M0.2%-3.1%0.351%
4/14/2025 Farther Finance Advisors LLC2,575$88K0.0%+28.8%0.024%
4/14/2025 Revolve Wealth Partners LLC26,940$922K0.1%+10.9%0.254%
4/14/2025 LexAurum Advisors LLC12,681$434K0.1%+12.0%0.120%
4/8/2025 Parallel Advisors LLC853$29K0.0%N/A0.008%
3/17/2025 Wealth Enhancement Advisory Services LLC8,440$294K0.0%+9.5%0.083%
2/19/2025WCG Wealth Advisors LLC40,735$1.42M0.1%+1.8%0.403%
2/17/2025Royal Bank of Canada556,954$19.39M0.0%+2.7%5.514%
2/17/2025Cresset Asset Management LLC24,840$865K0.0%+7.6%0.246%
2/17/2025Cetera Investment Advisers55,653$1.94M0.0%-1.5%0.551%
2/17/2025Citadel Advisors LLC6,537$228K0.0%+18.7%0.065%
2/17/2025Bank of America Corp DE294,002$10.23M0.0%-0.3%2.911%
2/14/2025Mercer Global Advisors Inc. ADV6,572$229K0.0%-45.4%0.065%
2/14/2025Lido Advisors LLC33,708$1.17M0.0%-57.6%0.334%
2/14/2025Beacon Pointe Advisors LLC153,123$5.33M0.1%-2.6%1.516%
2/14/2025Tower Research Capital LLC TRC 5,488$191K0.0%-16.4%0.054%
2/14/2025Commerce Bank17,020$592K0.0%-8.6%0.169%
2/13/2025NewEdge Advisors LLC21,228$739K0.0%+3.8%0.210%
2/13/2025SageView Advisory Group LLC14,500$505K0.0%N/A0.144%
2/13/2025Raymond James Financial Inc.492,936$17.16M0.0%N/A4.881%
2/13/2025Envestnet Asset Management Inc.97,052$3.38M0.0%+5.6%0.961%
2/13/2025Wells Fargo & Company MN123,677$4.31M0.0%+3.8%1.225%
2/12/2025JPMorgan Chase & Co.12,792$445K0.0%+4.4%0.127%
2/11/2025TIAA Trust National Association1,266,248$44.08M0.1%-4.8%12.537%
2/11/2025LPL Financial LLC382,286$13.31M0.0%+2.7%3.785%
2/10/2025Thrivent Financial for Lutherans172,553$6.15M0.0%+4.2%1.708%
2/10/2025Natixis Advisors LLC11,808$411K0.0%+12.1%0.117%
2/10/2025Greykasell Wealth Strategies Inc.8,499$296K0.2%N/A0.084%
2/10/2025Commonwealth Equity Services LLC173,071$6.03M0.0%+15.0%1.714%
2/10/2025 Farther Finance Advisors LLC2,000$70K0.0%-27.3%0.020%
2/7/2025PNC Financial Services Group Inc.29,472$1.03M0.0%+11.5%0.292%
2/6/2025Raymond James Financial Inc.492,936$17.16M0.0%N/A4.881%
2/6/2025Assetmark Inc.3,081$107K0.0%N/A0.031%
2/6/2025Steward Partners Investment Advisory LLC2,147$75K0.0%-70.4%0.021%
2/6/2025Jones Financial Companies Lllp69,233$2.41M0.0%+5.6%0.685%
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2/5/2025US Bancorp DE884$31K0.0%N/A0.009%
2/5/2025Private Trust Co. NA1,870$65K0.0%+114.9%0.019%
2/4/2025Bank of New York Mellon Corp312,654$10.88M0.0%+17.0%3.096%
2/4/2025Addison Advisors LLC21,502$748K0.2%+2.6%0.213%
2/4/2025WealthShield Partners LLC29,546$1.03M0.1%+20.8%0.293%
2/4/2025Abound Financial LLC7,817$272K0.1%N/A0.077%
2/4/2025Marshall Investment Management LLC4,784$176K0.1%N/A0.047%
2/3/2025Invera Wealth Advisors LLC63,360$2.29M2.3%-1.3%0.627%
2/3/2025Private Advisor Group LLC10,656$371K0.0%-12.4%0.106%
2/3/2025Fingerlakes Wealth Management Inc.17,813$620K0.5%-6.0%0.176%
1/30/2025Opes Wealth Management LLC30,130$1.05M0.2%-3.6%0.298%
1/30/2025Principal Securities Inc.869$30K0.0%-54.8%0.009%
1/30/2025 Vicus Capital9,863$343K0.0%+11.3%0.098%
1/29/2025Stonebridge Financial Group LLC3,750$131K0.0%N/A0.037%
1/27/2025Private Wealth Management Group LLC9,361$326K0.1%-3.0%0.093%
1/24/2025Concord Wealth Partners5,153$179K0.0%-7.8%0.051%
1/23/2025Synergy Asset Management LLC6,726$235K0.0%N/A0.067%
1/22/2025Falcon Wealth Planning9,525$332K0.0%-3.1%0.094%
1/22/2025Greenup Street Wealth Management LLC6,441$224K0.0%N/A0.064%
1/22/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management253,286$8.82M0.2%-2.3%2.508%
1/21/2025 Regatta Capital Group LLC38,380$1.34M0.3%+4.1%0.380%
1/21/2025 LexAurum Advisors LLC11,326$394K0.1%+6.3%0.112%
1/17/2025Avior Wealth Management LLC5,093$177K0.0%-33.0%0.050%
1/16/2025Abacus Wealth Partners LLC909,082$31.65M4.7%+4.9%9.001%
1/6/2025Canandaigua National Bank & Trust Co.57,400$2.00M0.2%-7.0%0.568%
12/26/2024JPMorgan Chase & Co.12,256$452K0.0%+10.5%0.121%
11/15/2024Urban Financial Advisory Corp670$25K0.0%N/A0.007%
11/15/2024EP Wealth Advisors LLC2,795$103K0.0%N/A0.028%
11/8/2024Commerce Bank18,620$686K0.0%-8.0%0.184%
11/8/2024Avior Wealth Management LLC7,599$280K0.0%-7.8%0.075%
11/8/2024PNC Financial Services Group Inc.26,430$974K0.0%+1.6%0.262%
11/7/2024Thrivent Financial for Lutherans165,576$6.10M0.0%+157.8%1.639%
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%
10/30/2024Falcon Wealth Planning9,828$362K0.0%+5.2%0.097%
10/29/2024Opes Wealth Management LLC31,255$1.15M0.2%+3.3%0.309%
10/29/2024Private Wealth Management Group LLC9,646$355K0.1%+8.2%0.096%
10/24/2024Concord Wealth Partners5,587$206K0.0%-27.3%0.055%
10/23/2024CENTRAL TRUST Co14,804$545K0.0%+3.8%0.147%
10/22/2024Private 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%
10/18/2024 Revolve Wealth Partners LLC24,056$886K0.1%+6.8%0.238%
10/18/2024Raymond James & Associates420,125$15.48M0.0%+3.3%4.160%
10/17/2024 LexAurum 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%
8/16/2024Creative Planning115,513$3.82M0.0%-8.6%1.144%
8/13/2024Thrivent Financial for Lutherans64,227$2.12M0.0%+12.3%0.636%
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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%
8/7/2024Carson 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%
8/6/2024Opes 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%
(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, 101 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 ($44.08M), Abacus Wealth Partners LLC ($31.65M), Royal Bank of Canada ($19.39M), Raymond James Financial Inc. ($17.16M), Raymond James & Associates ($15.48M), and LPL Financial LLC ($13.31M).Learn more on NUMV's institutional investors.

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

Of the 88 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), Raymond James Financial Inc. ($985.87K), Abacus Wealth Partners LLC ($909.04K), Raymond James & Associates ($194.98K), Thrivent Financial for Lutherans ($115.39K), Bank of New York Mellon Corp ($71.55K), and LPL Financial LLC ($69.82K).

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

Institutional investors have bought a total of 5,636,751 shares in the last 24 months. This purchase volume represents approximately $172.24M in transactions.

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

Of the 54 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 ($1.06M), TIAA FSB ($165.16K), Lido Advisors LLC ($90.40K), UBS Group AG ($75.25K), Regatta Capital Group LLC ($61.06K), Robertson Stephens Wealth Management LLC ($50.28K), and Dynamic Advisor Solutions LLC ($50.04K).

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

Institutional investors have sold a total of 1,845,481 shares in the last 24 months. This volume of shares sold represents approximately $59.68M in transactions.



This page (BATS:NUMV) was last updated on 4/19/2025 by MarketBeat.com Staff
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