Free Trial

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

$33.52 -1.50 (-4.29%)
Closing price 05/1/2025 03:59 PM Eastern
Extended Trading
$33.50 -0.02 (-0.05%)
As of 05/1/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$58.92M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$32.73M
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
5/1/2025Fingerlakes Wealth Management Inc.18,138$621K0.5%+1.8%0.171%
4/30/2025 Abound Financial LLC6,356$217K0.1%-18.7%0.060%
4/29/2025 Envestnet Asset Management Inc.101,192$3.46M0.0%+4.3%0.955%
4/29/2025 Stage Harbor Financial LLC8,633$295K0.2%+7.8%0.081%
4/29/2025 Bank of New York Mellon Corp407,372$13.94M0.0%+30.3%3.843%
4/25/2025 Canandaigua National Bank & Trust Co.54,041$1.85M0.2%-5.9%0.510%
4/24/2025 Falcon Wealth Planning6,598$226K0.0%-30.7%0.062%
4/22/2025 Cambridge Investment Research Advisors Inc.11,733$401K0.0%+20.9%0.111%
4/22/2025 ERTS Wealth Advisors LLC6,800$233K0.0%N/A0.064%
4/18/2025 CENTRAL 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%
2/13/2025 Envestnet 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%
The next market Nvidia is positioned to dominate … (Ad)

Robots — built by Nvidia. Forbes says this could be " a $24 trillion opportunity for investors." Huang said, "The ChatGPT moment for robotics is right around the corner." In fact, I believe these robots could impact 65 million Americans lives — this year. And one stock — currently priced around $7 — could be the biggest winner.

To see a live demonstration with one of these robots, simply click here.
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%
2/5/2025US Bancorp DE884$31K0.0%N/A0.009%
2/5/2025 Private Trust Co. NA1,870$65K0.0%+114.9%0.019%
2/4/2025 Bank 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%
2/4/2025 Abound 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%
1/30/2025 Principal Securities Inc.869$30K0.0%-54.8%0.009%
1/30/2025 Vicus Capital9,863$343K0.0%+11.3%0.098%
1/29/2025 Stonebridge 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%
1/23/2025 Synergy Asset Management LLC6,726$235K0.0%N/A0.067%
1/22/2025 Falcon Wealth Planning9,525$332K0.0%-3.1%0.094%
1/22/2025 Greenup 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%
1/17/2025 Avior Wealth Management LLC5,093$177K0.0%-33.0%0.050%
1/16/2025Abacus Wealth Partners LLC909,082$31.65M4.7%+4.9%9.001%
1/6/2025 Canandaigua 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%
11/8/2024 Avior 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%
10/30/2024 Falcon 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%
10/23/2024 CENTRAL 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%
The next market Nvidia is positioned to dominate … (Ad)

Robots — built by Nvidia. Forbes says this could be " a $24 trillion opportunity for investors." Huang said, "The ChatGPT moment for robotics is right around the corner." In fact, I believe these robots could impact 65 million Americans lives — this year. And one stock — currently priced around $7 — could be the biggest winner.

To see a live demonstration with one of these robots, simply click here.
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%
8/12/2024WCG Wealth Advisors LLC40,011$1.32M0.1%+12.0%0.396%
(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, 102 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 Bank of New York Mellon Corp ($13.94M).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), Raymond James Financial Inc. ($985.87K), Abacus Wealth Partners LLC ($909.04K), Raymond James & Associates ($194.98K), Bank of New York Mellon Corp ($166.27K), Thrivent Financial for Lutherans ($115.39K), 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 5,728,934 shares in the last 24 months. This purchase volume represents approximately $175.48M 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 1,838,425 shares in the last 24 months. This volume of shares sold represents approximately $59.52M in transactions.



This page (BATS:NUMV) was last updated on 5/2/2025 by MarketBeat.com Staff
From Our Partners