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

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$33.26
+0.09 (+0.27%)
(As of 05/7/2024 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)
52
Total
Institutional Inflows
(last 12 months)
$116.48M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$26.84M
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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
5/7/2024Empirical 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%
4/30/2024Concord 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%
4/23/2024 Raymond 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%
4/22/2024 Raymond 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%
4/15/2024 Revolve 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%
2/9/2024 Commerce 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%
2/7/2024Principal 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%
2/6/2024Empirical 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%
2/6/2024Concord 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%
1/24/2024 Sowell Financial Services LLC25,998$820K0.0%+2.0%0.233%
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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%
1/23/2024TIAA 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%
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%
1/16/2024 Raymond James Financial Services Advisors Inc.40,673$1.28M0.0%-32.8%0.365%
1/16/2024 Raymond James & Associates357,284$11.27M0.0%+16.6%3.204%
1/12/2024 Revolve 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%
11/16/2023First Foundation Advisors9,271$264K0.0%+6.5%0.083%
11/15/2023Lido Advisors LLC48,360$1.38M0.0%-48.0%0.434%
11/14/2023Jones Financial Companies Lllp33,862$963K0.0%+11.3%0.304%
11/14/2023Morningstar Investment Services LLC84,806$2.42M0.0%+0.6%0.761%
11/14/2023 Parkside Financial Bank & Trust17,829$507K0.1%+5.0%0.160%
11/13/2023 Abacus Wealth Partners LLC816,773$23.22M7.2%+3.3%7.325%
11/13/2023LPL Financial LLC345,817$9.83M0.0%+4.7%3.101%
11/13/2023Envestnet Asset Management Inc.113,142$3.22M0.0%+6.5%1.015%
11/13/2023WCG Wealth Advisors LLC36,898$1.11M0.1%-3.2%0.331%
11/9/2023UBS Group AG317,546$9.03M0.0%-12.9%2.848%
11/9/2023Heritage Wealth Advisors24,835$706K0.0%+31.0%0.223%
11/8/2023 HighTower Advisors LLC19,339$553K0.0%+3.1%0.173%
11/8/2023 Fingerlakes Wealth Management Inc.17,711$504K0.6%+4.7%0.159%
11/8/2023 New York Life Investment Management LLC28,802$819K0.0%-14.6%0.258%
11/7/2023 Addison Advisors LLC15,892$452K0.2%+11.4%0.143%
11/6/2023Wrapmanager Inc.106,301$3.02M1.0%-0.9%0.953%
11/6/2023 Avantax Planning Partners Inc.20,390$580K0.0%-9.7%0.183%
11/3/2023 Private Advisor Group LLC17,145$487K0.0%-10.3%0.154%
11/3/2023 Opes Wealth Management LLC29,760$846K0.2%+7.7%0.267%
11/3/2023Empirical Financial Services LLC d.b.a. Empirical Wealth Management243,707$6.93M0.3%+4.7%2.186%
11/1/2023 Retirement Income Solutions Inc17,072$485K0.1%-3.8%0.153%
10/31/2023 Allworth Financial LP9,458$269K0.0%N/A0.085%
10/30/2023 Regatta Capital Group LLC101,972$2.90M0.9%+2.9%0.915%
10/27/2023TIAA Trust National Association2,393,738$68.05M0.2%N/A21.469%
10/26/2023 CENTRAL TRUST Co16,186$460K0.0%-12.3%0.145%
10/25/2023 WealthShield Partners LLC29,141$828K0.1%+18.4%0.261%
10/25/2023Concord Wealth Partners18,009$512K0.1%-31.2%0.162%
10/24/2023 Bank of New York Mellon Corp110,996$3.16M0.0%+1.3%0.995%
10/24/2023 Raymond James Financial Services Advisors Inc.60,558$1.72M0.0%+1.4%0.543%
10/24/2023 Raymond James & Associates306,366$8.71M0.0%+11.4%2.748%
10/23/2023 Vicus Capital7,095$202K0.0%-7.1%0.064%
10/23/2023Commonwealth Equity Services LLC135,427$3.85M0.0%-0.5%1.215%
10/18/2023 UMB Bank n.a.8,338$237K0.0%+7.1%0.075%
10/18/2023 CX Institutional8,097$230K0.0%-76.7%0.073%
10/17/2023 Avior Wealth Management LLC14,485$412K0.0%-11.4%0.130%
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10/11/2023 Dynamic Advisor Solutions LLC88,624$2.52M0.1%-2.9%0.795%
10/10/2023 Revolve Wealth Partners LLC11,917$339K0.1%+16.5%0.107%
10/5/2023 Falcon Wealth Planning9,850$280K0.1%+6.6%0.088%
9/21/2023Baystate Wealth Management LLC24,835$736K0.1%-34.1%0.223%
8/14/2023Morningstar Investment Services LLC84,261$2.47M0.0%+4.3%0.756%
8/14/2023First Foundation Advisors8,706$258K0.0%+4.9%0.078%
8/11/2023Robertson Stephens Wealth Management LLC13,000$385K0.0%-79.5%0.117%
8/10/2023Commonwealth Equity Services LLC136,128$4.03M0.0%+7.2%1.221%
8/10/2023 Cary Street Partners Investment Advisory LLC18,058$535K0.0%-4.7%0.162%
8/10/2023 Private Advisor Group LLC19,123$567K0.0%-14.0%0.172%
(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, 97 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 ($66.60M), Abacus Wealth Partners LLC ($29.24M), Raymond James & Associates ($13.15M), 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 89 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 ($854.92K), Raymond James & Associates ($267.70K), UBS Group AG ($157.77K), Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($125.90K), Morningstar Investment Services LLC ($124.51K), and Phoenix Wealth Advisors ($99.25K).

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

Institutional investors have bought a total of 5,381,496 shares in the last 24 months. This purchase volume represents approximately $157.80M in transactions.

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

Of the 49 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 FSB ($328.43K), TIAA Trust National Association ($282.02K), Envestnet Asset Management Inc. ($98.23K), UBS Group AG ($75.25K), Regatta Capital Group LLC ($55.73K), 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 1,276,907 shares in the last 24 months. This volume of shares sold represents approximately $38.77M in transactions.


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This page (BATS:NUMV) was last updated on 5/7/2024 by MarketBeat.com Staff

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