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

$35.04

+0.68 (+1.98%)

(As of 07/26/2024 ET)

Stock Analysis Chart Holdings Ownership Ratings

Number of Institutional Buyers (last 12 months): 50
Total Institutional Inflows (last 12 months): $94.03M

Number of Institutional Sellers (last 12 months): 37
Total Institutional Outflows (last 12 months): $45.46M

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NUMV Institutional Buying and Selling by Quarter

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

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	WealthShield Partners LLC	24,803	$819K	0.1%	+1.2%	0.246%
7/26/2024	Bank of New York Mellon Corp	152,283	$5.03M	0.0%	+19.3%	1.508%
7/23/2024	Vicus Capital	8,854	$292K	0.0%	+27.4%	0.088%
7/22/2024	RTD Financial Advisors Inc.	16,471	$544K	0.1%	+35.7%	0.163%
7/19/2024	Revolve Wealth Partners LLC	22,528	$744K	0.1%	+14.5%	0.223%
7/19/2024	Raymond James & Associates	406,844	$13.44M	0.0%	+5.8%	4.028%
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7/16/2024	Wealth Enhancement Advisory Services LLC	7,775	$257K	0.0%	N/A	0.077%
7/15/2024	Dynamic Advisor Solutions LLC	85,836	$2.84M	0.1%	-13.7%	0.850%
7/11/2024	Canandaigua National Bank & Trust Co.	61,596	$2.04M	0.2%	N/A	0.610%
7/11/2024	Abacus Wealth Partners LLC	866,329	$28.62M	4.7%	+1.3%	8.578%
5/24/2024	Cetera Advisors LLC	38,834	$1.33M	0.0%	N/A	0.384%
5/24/2024	Cetera Investment Advisers	55,837	$1.91M	0.0%	+15.8%	0.553%
5/10/2024	TIAA Trust National Association	1,576,869	$53.93M	0.2%	-25.3%	15.613%
5/10/2024	First Foundation Advisors	7,536	$258K	0.0%	-25.3%	0.075%
5/8/2024	Neumann Capital Management LLC	14,360	$491K	0.2%	+5.1%	0.142%
5/8/2024	Heritage Wealth Advisors	27,034	$925K	0.0%	+4.5%	0.268%
5/7/2024	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	277,516	$9.49M	0.3%	+3.5%	2.748%
5/3/2024	Carson Advisory Inc.	20,070	$686K	0.5%	-6.5%	0.199%
4/30/2024	Concord Wealth Partners	8,706	$298K	0.1%	-14.0%	0.086%
4/29/2024	Commonwealth Equity Services LLC	163,113	$5.58M	0.0%	+19.6%	1.615%
4/26/2024	UMB Bank n.a.	7,634	$261K	0.0%	-6.7%	0.076%
4/24/2024	CENTRAL TRUST Co	14,628	$500K	0.0%	+3.2%	0.143%
4/23/2024	Regatta Capital Group LLC	46,244	$1.58M	0.4%	-53.5%	0.453%
4/23/2024	Raymond James Financial Services Advisors Inc.	45,054	$1.54M	0.0%	+10.8%	0.442%
4/22/2024	Invera Wealth Advisors LLC	65,600	$2.10M	1.8%	+4.2%	0.643%
4/22/2024	Raymond James & Associates	384,411	$13.15M	0.0%	+7.6%	3.769%
4/19/2024	RTD Financial Advisors Inc.	12,140	$415K	0.1%	-2.6%	0.119%
4/15/2024	Signet Financial Management LLC	6,322	$216K	0.0%	N/A	0.062%
4/15/2024	Wealthcare Advisory Partners LLC	6,201	$212K	0.0%	N/A	0.061%
4/15/2024	Revolve Wealth Partners LLC	19,675	$673K	0.1%	+10.5%	0.193%
4/12/2024	Dynamic Advisor Solutions LLC	99,504	$3.40M	0.1%	+3.4%	0.976%
4/10/2024	Abacus Wealth Partners LLC	854,917	$29.24M	4.9%	+0.4%	7.667%
2/28/2024	EP Wealth Advisors LLC	13,642	$430K	0.0%	+128.9%	0.122%
2/13/2024	Morningstar Investment Services LLC	139,937	$4.44M	0.0%	+65.0%	1.255%
2/13/2024	Jones Financial Companies Lllp	41,569	$1.31M	0.0%	+22.8%	0.373%
2/12/2024	Fiduciary Trust Co	90,651	$2.86M	0.0%	-4.6%	0.813%
2/12/2024	Heritage Wealth Advisors	25,864	$816K	0.0%	+4.1%	0.232%
2/9/2024	Commerce Bank	20,340	$642K	0.0%	-3.7%	0.182%
2/9/2024	UBS Group AG	289,496	$9.13M	0.0%	-8.8%	2.596%
2/8/2024	Private Wealth Management Group LLC	8,470	$267K	0.1%	N/A	0.076%
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2/8/2024	Beacon Pointe Advisors LLC	114,488	$3.61M	0.0%	+30.7%	1.027%
2/7/2024	Principal Securities Inc.	1,255	$40K	0.0%	N/A	0.011%
2/7/2024	Abacus Wealth Partners LLC	851,435	$26.85M	4.5%	+4.2%	7.636%
2/7/2024	Neumann Capital Management LLC	13,660	$431K	0.2%	+5.6%	0.123%
2/6/2024	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	268,186	$8.46M	0.3%	+10.0%	2.405%
2/6/2024	Private Advisor Group LLC	12,534	$395K	0.0%	-26.9%	0.112%
2/6/2024	Carson Advisory Inc.	21,470	$677K	0.5%	-7.3%	0.193%
2/6/2024	New York Life Investment Management LLC	14,913	$470K	0.0%	-48.2%	0.134%
2/6/2024	Concord Wealth Partners	10,120	$319K	0.1%	-43.8%	0.091%
2/2/2024	Addison Advisors LLC	15,512	$489K	0.2%	-2.4%	0.139%
2/1/2024	Parkside Financial Bank & Trust	20,672	$652K	0.1%	+15.9%	0.185%
1/30/2024	Avior Wealth Management LLC	15,511	$489K	0.0%	+7.1%	0.139%
1/29/2024	Baystate Wealth Management LLC	8,524	$269K	0.0%	-65.6%	0.076%
1/26/2024	Fingerlakes Wealth Management Inc.	17,217	$543K	0.6%	-2.8%	0.154%
1/24/2024	CENTRAL TRUST Co	14,171	$447K	0.0%	-12.4%	0.127%
1/24/2024	Sowell Financial Services LLC	25,998	$820K	0.0%	+2.0%	0.233%
1/24/2024	International Assets Investment Management LLC	3,690	$117K	0.0%	N/A	0.033%
1/24/2024	Private Trust Co. NA	870	$27K	0.0%	N/A	0.008%
1/23/2024	WealthShield Partners LLC	24,476	$772K	0.1%	-16.0%	0.220%
1/23/2024	TIAA Trust National Association	2,111,715	$66.60M	0.2%	-11.8%	18.939%
1/22/2024	Regatta Capital Group LLC	99,480	$3.14M	0.8%	-2.4%	0.892%
1/17/2024	RTD Financial Advisors Inc.	12,463	$393K	0.1%	+2.9%	0.112%
1/17/2024	Invera Wealth Advisors LLC	62,942	$1.99M	1.2%	N/A	0.565%
1/16/2024	Raymond James Financial Services Advisors Inc.	40,673	$1.28M	0.0%	-32.8%	0.365%
1/16/2024	Raymond James & Associates	357,284	$11.27M	0.0%	+16.6%	3.204%
1/12/2024	Revolve Wealth Partners LLC	17,798	$561K	0.1%	+49.3%	0.160%
1/12/2024	CGC Financial Services LLC	7,333	$231K	0.1%	N/A	0.066%
1/11/2024	Whittier Trust Co.	12,633	$398K	0.0%	-35.2%	0.113%
1/11/2024	Dynamic Advisor Solutions LLC	96,201	$2.99M	0.1%	+8.5%	0.863%
1/11/2024	Falcon Wealth Planning	8,185	$258K	0.0%	-16.9%	0.073%
11/24/2023	EP Wealth Advisors LLC	5,960	$169K	0.0%	N/A	0.053%
11/16/2023	First Foundation Advisors	9,271	$264K	0.0%	+6.5%	0.083%
11/15/2023	Lido Advisors LLC	48,360	$1.38M	0.0%	-48.0%	0.434%
11/14/2023	Jones Financial Companies Lllp	33,862	$963K	0.0%	+11.3%	0.304%
11/14/2023	Morningstar Investment Services LLC	84,806	$2.42M	0.0%	+0.6%	0.761%
11/14/2023	Parkside Financial Bank & Trust	17,829	$507K	0.1%	+5.0%	0.160%
11/13/2023	Abacus Wealth Partners LLC	816,773	$23.22M	7.2%	+3.3%	7.325%
11/13/2023	LPL Financial LLC	345,817	$9.83M	0.0%	+4.7%	3.101%
11/13/2023	Envestnet Asset Management Inc.	113,142	$3.22M	0.0%	+6.5%	1.015%
11/13/2023	WCG Wealth Advisors LLC	36,898	$1.11M	0.1%	-3.2%	0.331%
11/9/2023	UBS Group AG	317,546	$9.03M	0.0%	-12.9%	2.848%
11/9/2023	Heritage Wealth Advisors	24,835	$706K	0.0%	+31.0%	0.223%
11/8/2023	HighTower Advisors LLC	19,339	$553K	0.0%	+3.1%	0.173%
11/8/2023	Fingerlakes Wealth Management Inc.	17,711	$504K	0.6%	+4.7%	0.159%
11/8/2023	New York Life Investment Management LLC	28,802	$819K	0.0%	-14.6%	0.258%
11/7/2023	Addison Advisors LLC	15,892	$452K	0.2%	+11.4%	0.143%
11/6/2023	Wrapmanager Inc.	106,301	$3.02M	1.0%	-0.9%	0.953%
11/6/2023	Avantax Planning Partners Inc.	20,390	$580K	0.0%	-9.7%	0.183%
11/3/2023	Private Advisor Group LLC	17,145	$487K	0.0%	-10.3%	0.154%
11/3/2023	Opes Wealth Management LLC	29,760	$846K	0.2%	+7.7%	0.267%
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11/3/2023	Empirical Financial Services LLC d.b.a. Empirical Wealth Management	243,707	$6.93M	0.3%	+4.7%	2.186%
11/1/2023	Retirement Income Solutions Inc	17,072	$485K	0.1%	-3.8%	0.153%
10/31/2023	Allworth Financial LP	9,458	$269K	0.0%	N/A	0.085%
10/30/2023	Regatta Capital Group LLC	101,972	$2.90M	0.9%	+2.9%	0.915%
10/27/2023	TIAA Trust National Association	2,393,738	$68.05M	0.2%	N/A	21.469%
10/26/2023	CENTRAL TRUST Co	16,186	$460K	0.0%	-12.3%	0.145%
10/25/2023	WealthShield Partners LLC	29,141	$828K	0.1%	+18.4%	0.261%
10/25/2023	Concord Wealth Partners	18,009	$512K	0.1%	-31.2%	0.162%
10/24/2023	Bank of New York Mellon Corp	110,996	$3.16M	0.0%	+1.3%	0.995%
10/24/2023	Raymond James Financial Services Advisors Inc.	60,558	$1.72M	0.0%	+1.4%	0.543%

(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, 95 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 ($53.93M), Abacus Wealth Partners LLC ($28.62M), Raymond James & Associates ($13.44M), 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 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), Abacus Wealth Partners LLC ($866.33K), Raymond James & Associates ($290.13K), UBS Group AG ($157.77K), Phoenix Wealth Advisors ($99.25K), LPL Financial LLC ($97.57K), and Empirical Financial Services LLC d.b.a. Empirical Wealth Management ($93.36K).
How much institutional buying is happening at Nuveen ESG Mid-Cap Value ETF?: Institutional investors have bought a total of 5,282,426 shares in the last 24 months. This purchase volume represents approximately $154.15M in transactions.

Which Nuveen ESG Mid-Cap Value ETF major shareholders have been selling company stock?: Of the 50 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 ($816.87K), TIAA FSB ($328.43K), 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 1,823,521 shares in the last 24 months. This volume of shares sold represents approximately $57.46M in transactions.