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Nuveen ESG Mid-Cap Growth ETF (NUMG) Institutional Ownership

Nuveen ESG Mid-Cap Growth ETF logo
$44.17 -3.47 (-7.28%)
Closing price 05/2/2025 03:55 PM Eastern
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$44.16 -0.01 (-0.01%)
As of 05/2/2025 04:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for Nuveen ESG Mid-Cap Growth ETF (BATS:NUMG)

Number of
Institutional Buyers
(last 12 months)
70
Total
Institutional Inflows
(last 12 months)
$39.31M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$29.63M
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NUMG Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2025Larson Financial Group LLC7,913$340K0.0%-7.2%0.089%
5/1/2025 CWM LLC3,641$156K0.0%+60.5%0.041%
5/1/2025 High Note Wealth LLC17,222$739K0.2%-5.1%0.194%
4/30/2025 Allworth Financial LP1,013$43K0.0%-71.3%0.011%
4/30/2025 Abound Financial LLC3,671$158K0.1%-19.3%0.041%
4/29/2025 Envestnet Asset Management Inc.57,455$2.47M0.0%-3.8%0.646%
4/29/2025 Bank of New York Mellon Corp357,110$15.33M0.0%+21.1%4.012%
4/29/2025 Olde Wealth Management LLC15,748$675K0.2%-50.2%0.177%
4/25/2025 Canandaigua National Bank & Trust Co.7,472$321K0.0%+19.1%0.084%
4/25/2025 Ameritas Advisory Services LLC107,705$4.62M0.2%+2.6%1.210%
4/24/2025 Mirae Asset Global Investments Co. Ltd.12,000$515K0.0%+37.9%0.135%
4/22/2025 Cambridge Investment Research Advisors Inc.14,643$628K0.0%+11.9%0.165%
4/22/2025 SK Wealth Management LLC19,866$780K0.4%-10.6%0.223%
4/21/2025 Institute for Wealth Management LLC.8,544$367K0.0%+92.5%0.096%
4/21/2025 Dunhill Financial LLC2,963$127K0.1%N/A0.033%
4/18/2025 CENTRAL TRUST Co8,533$366K0.0%+6.9%0.096%
4/17/2025 Vicus Capital22,226$954K0.1%-2.6%0.250%
4/17/2025 Dynamic Advisor Solutions LLC28,151$1.21M0.0%-37.2%0.316%
4/16/2025 IAG Wealth Partners LLC31,533$1.35M0.2%-5.2%0.354%
4/16/2025 Wealth Enhancement Advisory Services LLC6,322$271K0.0%-22.3%0.071%
4/16/2025 RTD Financial Advisors Inc.21,013$902K0.1%+12.5%0.236%
4/16/2025 Neumann Capital Management LLC11,180$480K0.2%+5.7%0.126%
4/14/2025 Farther Finance Advisors LLC624$27K0.0%+258.6%0.007%
4/14/2025 Revolve Wealth Partners LLC23,735$1.02M0.1%+7.7%0.267%
3/17/2025 Wealth Enhancement Advisory Services LLC8,138$386K0.0%+21.0%0.091%
3/6/2025 Wood Tarver Financial Group LLC678$32K0.0%N/A0.008%
2/19/2025WCG Wealth Advisors LLC30,504$1.45M0.1%-1.8%0.337%
2/18/2025 Continuum Advisory LLC9,337$442K0.1%-4.5%0.103%
2/17/2025US Financial Advisors LLC13,430$636K0.2%+2.0%0.148%
2/17/2025Royal Bank of Canada520,837$24.68M0.0%+4.1%5.755%
2/17/2025Cetera Investment Advisers87,250$4.13M0.0%-3.3%0.964%
2/17/2025Citadel Advisors LLC9,845$466K0.0%+83.6%0.109%
2/17/2025Bank of America Corp DE318,611$15.10M0.0%-0.2%3.521%
2/17/2025Ameriprise Financial Inc.226,617$10.85M0.0%-9.0%2.504%
2/17/2025AlTi Global Inc.264,970$12.56M0.3%+5.0%2.928%
2/14/2025Mercer Global Advisors Inc. ADV6,264$297K0.0%-38.9%0.069%
2/14/2025Jane Street Group LLC8,549$405K0.0%N/A0.094%
2/14/2025Lido Advisors LLC32,980$1.56M0.0%-53.1%0.364%
2/14/2025Beacon Pointe Advisors LLC41,125$1.95M0.0%-9.1%0.454%
2/14/2025IHT Wealth Management LLC9,287$440K0.0%-4.9%0.103%
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2/14/2025Tower Research Capital LLC TRC9,319$442K0.0%+67.6%0.103%
2/14/2025Commerce Bank22,644$1.07M0.0%-11.7%0.250%
2/13/2025NewEdge Advisors LLC16,295$772K0.0%+2.1%0.180%
2/13/2025SageView Advisory Group LLC12,050$571K0.0%N/A0.133%
2/13/2025 Petros Family Wealth LLC4,413$209K0.2%N/A0.049%
2/13/2025Raymond James Financial Inc.113,264$5.37M0.0%N/A1.252%
2/13/2025 Envestnet Asset Management Inc.59,700$2.83M0.0%-1.1%0.660%
2/13/2025Wells Fargo & Company MN886,013$41.98M0.0%+6.7%9.790%
2/12/2025OLD Mission Capital LLC4,639$220K0.0%N/A0.051%
2/12/2025JPMorgan Chase & Co.41,187$1.95M0.0%-8.8%0.455%
2/12/2025 Ipsen Advisor Group LLC4,835$229K0.2%N/A0.053%
2/11/2025TIAA Trust National Association637,239$30.19M0.1%-7.0%7.041%
2/11/2025LPL Financial LLC429,857$20.37M0.0%+2.3%4.750%
2/11/2025Virtu Financial LLC25,962$1.23M0.1%-9.1%0.287%
2/11/2025Millstone Evans Group LLC1,390$66K0.0%N/A0.015%
2/11/2025 Financial Network Wealth Management LLC31,591$1.50M0.5%+3.4%0.349%
2/10/2025Thrivent Financial for Lutherans7,468$366K0.0%-7.3%0.083%
2/10/2025Harbour Investments Inc.2,000$95K0.0%-22.5%0.022%
2/10/2025Avalon Trust Co800$38K0.0%N/A0.009%
2/10/2025Commonwealth Equity Services LLC124,886$5.92M0.0%+7.9%1.380%
2/10/2025 IAG Wealth Partners LLC33,268$1.58M0.3%-9.4%0.368%
2/7/2025PFG Advisors4,997$237K0.0%N/A0.055%
2/7/2025HighTower Advisors LLC10,350$490K0.0%-2.1%0.114%
2/7/2025Retirement Capital Strategies7,601$360K0.1%N/A0.084%
2/7/2025PNC Financial Services Group Inc.46,565$2.21M0.0%+0.9%0.515%
2/6/2025Raymond James Financial Inc.113,264$5.37M0.0%N/A1.252%
2/6/2025Jones Financial Companies Lllp41,917$1.99M0.0%+20.3%0.463%
2/5/2025US Bancorp DE1,523$72K0.0%+28.4%0.017%
2/4/2025 Bank of New York Mellon Corp294,829$13.97M0.0%+14.5%3.258%
2/4/2025WealthShield Partners LLC18,268$866K0.1%+4.5%0.202%
2/4/2025 Abound Financial LLC4,548$215K0.1%N/A0.050%
2/4/2025Marshall Investment Management LLC1,834$82K0.0%N/A0.020%
2/3/2025Private Advisor Group LLC20,486$971K0.0%-8.7%0.226%
1/31/2025Atria Wealth Solutions Inc.4,513$214K0.0%-8.2%0.050%
1/31/2025 Truist Financial Corp9,462$448K0.0%N/A0.105%
1/30/2025 Principal Securities Inc.855$41K0.0%-68.5%0.009%
1/30/2025 Vicus Capital22,829$1.08M0.1%+6.7%0.252%
1/30/2025 Values Added Financial LLC4,374$207K0.1%-12.3%0.048%
1/29/2025 Stonebridge Financial Group LLC2,540$120K0.0%N/A0.028%
1/28/2025 SOA Wealth Advisors LLC.15,114$716K0.1%-11.3%0.167%
1/28/2025 Golden State Wealth Management LLC6,320$299K0.0%N/A0.070%
1/27/2025Syntegra Private Wealth Group LLC4,271$202K0.0%N/A0.047%
1/27/2025 Mirae Asset Global Investments Co. Ltd.8,700$415K0.0%-27.5%0.096%
1/24/2025Cook Wealth LLC14,084$701K0.3%-15.3%0.156%
1/23/2025 Money Design Co. Ltd.55,245$2.64M0.1%N/A0.610%
1/22/2025 Falcon Wealth Planning5,905$280K0.0%-10.8%0.065%
1/22/2025Empirical Financial Services LLC d.b.a. Empirical Wealth Management4,700$223K0.0%-27.1%0.052%
1/21/2025 CX Institutional4,909$233K0.0%-4.8%0.054%
1/21/2025 Neumann Capital Management LLC10,580$501K0.2%-2.3%0.117%
1/17/2025 Avior Wealth Management LLC3,832$182K0.0%-43.4%0.042%
The Man I Turn to In Times Like This (Ad)

A storm is brewing in the markets: new tariffs, recession warnings, and panic in the headlines. That’s when publisher Brett Aitken turns to Whitney Tilson—a man CNBC once dubbed “The Prophet.” Tilson just released a new prediction that runs counter to what mainstream finance is telling you.

Market chaos? Hear Tilson’s take now
1/6/2025 Canandaigua National Bank & Trust Co.6,274$297K0.0%+5.4%0.069%
12/30/2024 SK Wealth Management LLC22,210$1.07M0.4%N/A0.245%
12/26/2024JPMorgan Chase & Co.45,171$2.03M0.0%+2.5%0.499%
11/20/2024Virtu Financial LLC28,560$1.28M0.1%+7.2%0.316%
11/15/2024MML Investors Services LLC4,632$208K0.0%N/A0.051%
11/15/2024Urban Financial Advisory Corp561$25K0.0%N/A0.006%
11/15/2024IHT Wealth Management LLC9,764$437K0.0%+2.8%0.108%
11/12/2024Larson Financial Group LLC8,578$384K0.0%-7.8%0.095%
11/8/2024Commerce Bank25,649$1.15M0.0%-3.5%0.283%
11/8/2024 Avior Wealth Management LLC6,773$304K0.0%-6.7%0.075%
(Data available from 1/1/2016 forward)

NUMG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of NUMG shares?

During the previous two years, 129 institutional investors and hedge funds held shares of Nuveen ESG Mid-Cap Growth ETF. The most heavily invested institutionals were TIAA FSB ($53.48M), Wells Fargo & Company MN ($41.98M), TIAA Trust National Association ($30.19M), Royal Bank of Canada ($24.68M), LPL Financial LLC ($20.37M), Bank of New York Mellon Corp ($15.33M), and Bank of America Corp DE ($15.10M).Learn more on NUMG's institutional investors.

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

Of the 111 institutional investors that purchased Nuveen ESG Mid-Cap Growth ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: TIAA Trust National Association ($1.28M), Raymond James Financial Inc. ($226.53K), Bank of New York Mellon Corp ($163.79K), Money Design Co. Ltd. ($100.24K), LPL Financial LLC ($85.73K), Wells Fargo & Company MN ($70.45K), and Cetera Investment Advisers ($64.48K).

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

Institutional investors have bought a total of 2,803,772 shares in the last 24 months. This purchase volume represents approximately $112.70M in transactions.

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

Of the 73 institutional investors that sold Nuveen ESG Mid-Cap Growth ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: TIAA Trust National Association ($602.96K), IAG Wealth Partners LLC ($259.31K), Tiedemann Advisors LLC ($165.05K), High Note Wealth LLC ($118.33K), TIAA FSB ($101.48K), Lido Advisors LLC ($74.03K), and Private Advisor Group LLC ($42.83K).

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

Institutional investors have sold a total of 1,678,095 shares in the last 24 months. This volume of shares sold represents approximately $71.17M in transactions.


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This page (BATS:NUMG) was last updated on 5/3/2025 by MarketBeat.com Staff
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