NUMG Institutional Ownership
Nuveen ESG Mid-Cap Growth
1W: +0.7%
1M: +0.1%
3M: -2.2%
YTD: -2.4%
1Y: -4.5%
3Y: +28.1%
5Y: -8.3%
$46.41
+0.43 (+0.95%)
Weekly Expected Move ±2.0%
$45
$45
$46
$47
$48
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — NUMG
146
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
266M
Total Invested
13
New Positions
43
Increased
55
Reduced
11
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (158 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 900,899 | $42M | -292,371 | -24.5% | 29Q | SEC ↗ |
| 2 | ROYAL BANK OF CANADA | 541,145 | $25M | +9,414 | +1.8% | 37Q | SEC ↗ |
| 3 | Bank of New York Mellon Corp | 517,033 | $24M | +30,630 | +6.3% | 19Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 486,733 | $23M | -48,275 | -9.0% | 32Q | SEC ↗ |
| 5 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 393,426 | $18M | -21,330 | -5.1% | 2Q | SEC ↗ |
| 6 | BANK OF AMERICA CORP /DE | 300,651 | $14M | +702 | +0.2% | 15Q | SEC ↗ |
| 7 | LPL Financial LLC | 255,680 | $12M | +14 | +0.0% | 30Q | SEC ↗ |
| 8 | AMERIPRISE FINANCIAL INC | 207,739 | $10M | -37,463 | -15.3% | 16Q | SEC ↗ |
| 9 | UBS Group AG | 202,497 | $9M | +326 | +0.2% | 34Q | SEC ↗ |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | 161,522 | $7M | +6,053 | +3.9% | 29Q | SEC ↗ |
| 11 | Ameritas Advisory Services, LLC | 140,216 | $7M | +67,602 | +93.1% | 3Q | SEC ↗ |
| 12 | JONES FINANCIAL COMPANIES LLLP | 114,208 | $5M | +24,681 | +27.6% | 19Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 90,010 | $4M | -14,159 | -13.6% | 7Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 81,091 | $4M | +1,227 | +1.5% | 23Q | SEC ↗ |
| 15 | Creative Planning | 77,856 | $4M | +402 | +0.5% | 20Q | SEC ↗ |
| 16 | AlTi Global, Inc. | 64,044 | $3M | — | +0.0% | 11Q | SEC ↗ |
| 17 | Fiduciary Trust Co | 63,261 | $3M | — | +0.0% | 16Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 61,864 | $3M | -706 | -1.1% | 25Q | SEC ↗ |
| 19 | WCG Wealth Advisors LLC | 59,018 | $3M | +13,583 | +29.9% | 3Q | SEC ↗ |
| 20 | WHITTIER TRUST CO OF NEVADA INC | 55,573 | $3M | +411 | +0.7% | 27Q | SEC ↗ |
| 21 | Beacon Pointe Advisors, LLC | 46,117 | $2M | -324 | -0.7% | 12Q | SEC ↗ |
| 22 | PNC Financial Services Group, Inc. | 42,571 | $2M | -100 | -0.2% | 15Q | SEC ↗ |
| 23 | JPMORGAN CHASE & CO | 36,370 | $2M | -10,754 | -22.8% | 16Q | SEC ↗ |
| 24 | PFG Investments, LLC | 32,673 | $2M | -793 | -2.4% | 2Q | SEC ↗ |
| 25 | WHITTIER TRUST CO | 31,320 | $1M | -117 | -0.4% | 33Q | SEC ↗ |
| 26 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 29,322 | $1M | -846 | -2.8% | 22Q | SEC ↗ |
| 27 | GOLDMAN SACHS GROUP INC | 28,875 | $1M | -16,416 | -36.2% | 15Q | SEC ↗ |
| 28 | rebel Financial LLC | 26,028 | $1M | +4,386 | +20.3% | 4Q | SEC ↗ |
| 29 | CITADEL ADVISORS LLC | 25,770 | $1M | +16,202 | +169.3% | 4Q | SEC ↗ |
| 30 | Revolve Wealth Partners, LLC | 25,072 | $1M | +433 | +1.8% | 19Q | SEC ↗ |
| 31 | VICUS CAPITAL | 22,342 | $1M | +420 | +1.9% | 19Q | SEC ↗ |
| 32 | Lido Advisors, LLC | 18,376 | $853K | -960 | -5.0% | 22Q | SEC ↗ |
| 33 | Farther Finance Advisors, LLC | 17,805 | $826K | +14,026 | +371.2% | 13Q | SEC ↗ |
| 34 | COMMERCE BANK | 17,207 | $799K | -1,332 | -7.2% | 22Q | SEC ↗ |
| 35 | NewEdge Advisors, LLC | 16,543 | $768K | +2,389 | +16.9% | 17Q | SEC ↗ |
| 36 | Cerity Partners LLC | 14,919 | $692K | -112 | -0.7% | 5Q | SEC ↗ |
| 37 | RTD Financial Advisors, Inc. | 14,576 | $677K | -1 | -0.0% | 19Q | SEC ↗ |
| 38 | High Note Wealth, LLC | 14,318 | $665K | -1,614 | -10.1% | 23Q | SEC ↗ |
| 39 | TIAA TRUST, NATIONAL ASSOCIATION | 14,201 | $659K | +45 | +0.3% | 12Q | SEC ↗ |
| 40 | Napier Financial, LLC | 13,919 | $646K | +923 | +7.1% | 3Q | SEC ↗ |
| 41 | SOL Capital Management CO NEW | 13,820 | $641K | — | +0.0% | 1Q | SEC ↗ |
| 42 | &PARTNERS | 13,553 | $629K | -300 | -2.2% | 7Q | SEC ↗ |
| 43 | SageView Advisory Group, LLC | 13,300 | $617K | — | +0.0% | 7Q | SEC ↗ |
| 44 | OSAIC HOLDINGS, INC. | 12,963 | $602K | +1,681 | +14.9% | 26Q | SEC ↗ |
| 45 | Cambridge Investment Research Advisors | 12,615 | $586K | -18 | -0.1% | 30Q | SEC ↗ |
| 46 | Continuum Advisory, LLC | 12,569 | $583K | +1,382 | +12.4% | 11Q | SEC ↗ |
| 47 | IAG Wealth Partners, LLC | 12,416 | $576K | -4,256 | -25.5% | 25Q | SEC ↗ |
| 48 | COLDSTREAM CAPITAL MANAGEMENT INC | 11,500 | $534K | — | +0.0% | 15Q | SEC ↗ |
| 49 | NATIXIS ADVISORS, LLC NEW | 11,497 | $534K | — | +0.0% | 1Q | SEC ↗ |
| 50 | CENTRAL TRUST Co | 10,971 | $509K | -1,306 | -10.6% | 27Q | SEC ↗ |
Recent Activity
New Positions (15)
| Holder | Shares | Value |
|---|---|---|
| SOL Capital Management CO | 13,820 | $641K |
| NATIXIS ADVISORS, LLC | 11,497 | $534K |
| CANANDAIGUA NATIONAL BANK & TRUST C | 10,888 | $505K |
| CANANDAIGUA NATIONAL CORP | 10,842 | $503K |
| Mariner, LLC | 6,284 | $292K |
| Institute for Wealth Management, LL | 5,877 | $273K |
| JANE STREET GROUP, LLC | 5,666 | $263K |
| MML INVESTORS SERVICES, LLC | 4,678 | $217K |
| PFG Advisors | 4,533 | $210K |
| Marshall Financial Group, LLC | 4,336 | $201K |
| EP Wealth Advisors, LLC | 3,299 | $153K |
| Integrated Wealth Concepts LLC | 198 | $9K |
| Cape Investment Advisory, Inc. | 59 | $3K |
| Global Retirement Partners, LLC | 19 | $1K |
| BlackRock, Inc. | 2 | $0K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 38,875 | $2M |
| TWO SIGMA INVESTMENTS, LP | 32,400 | $2M |
| WealthShield Partners, LLC | 18,510 | $859K |
| Neumann Capital Management, LLC | 11,470 | $532K |
| RMG Wealth Management LLC | 9,598 | $445K |
| Mirae Asset Global Investments Co., | 7,700 | $357K |
| EVERGREEN CAPITAL MANAGEMENT LLC | 7,295 | $339K |
| Evergreen Private Wealth LLC | 6,845 | $318K |
| FLOW TRADERS U.S. LLC | 5,441 | $253K |
| Dynamic Advisor Solutions LLC | 4,977 | $231K |
| Wealthcare Advisory Partners LLC | 4,348 | $202K |
| Arkos Global Advisors | 4,278 | $199K |
| Values Added Financial LLC | 4,221 | $196K |
| Western Wealth Management, LLC | 1,378 | $64K |
| Qube Research & Technologies Ltd | 1,143 | $53K |
| MidAtlantic Capital Management, Inc | 1,060 | $49K |
| MAI Capital Management | 459 | $21K |
| JNBA Financial Advisors | 365 | $17K |
| Annis Gardner Whiting Capital Advis | 187 | $9K |
| CITIGROUP INC | 1 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Ameritas Advisory Services, LLC | +67,602 | +93.1% | 140,216 |
| Bank of New York Mellon Corp | +30,630 | +6.3% | 517,033 |
| JONES FINANCIAL COMPANIES LLLP | +24,681 | +27.6% | 114,208 |
| CITADEL ADVISORS LLC | +16,202 | +169.3% | 25,770 |
| Farther Finance Advisors, LLC | +14,026 | +371.2% | 17,805 |
| WCG Wealth Advisors LLC | +13,583 | +29.9% | 59,018 |
| ROYAL BANK OF CANADA | +9,414 | +1.8% | 541,145 |
| COMMONWEALTH EQUITY SERVICES, LLC | +6,053 | +3.9% | 161,522 |
| rebel Financial LLC | +4,386 | +20.3% | 26,028 |
| Compound Planning, Inc. | +3,574 | +58.9% | 9,644 |
| NewEdge Advisors, LLC | +2,389 | +16.9% | 16,543 |
| Tower Research Capital LLC (TRC) | +1,810 | +47.8% | 5,597 |
| OSAIC HOLDINGS, INC. | +1,681 | +14.9% | 12,963 |
| Continuum Advisory, LLC | +1,382 | +12.4% | 12,569 |
| Cetera Investment Advisers | +1,227 | +1.5% | 81,091 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +938 | +12.1% | 8,702 |
| Napier Financial, LLC | +923 | +7.1% | 13,919 |
| Larson Financial Group LLC | +892 | +12.6% | 7,988 |
| AdvisorNet Financial, Inc | +866 | +125.9% | 1,554 |
| BANK OF AMERICA CORP /DE | +702 | +0.2% | 300,651 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -292,371 | -24.5% | 900,899 |
| WELLS FARGO & COMPANY/MN | -48,275 | -9.0% | 486,733 |
| AMERIPRISE FINANCIAL INC | -37,463 | -15.3% | 207,739 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | -21,330 | -5.1% | 393,426 |
| GOLDMAN SACHS GROUP INC | -16,416 | -36.2% | 28,875 |
| Virtu Financial LLC | -16,194 | -60.4% | 10,637 |
| RAYMOND JAMES FINANCIAL INC | -14,159 | -13.6% | 90,010 |
| JPMORGAN CHASE & CO | -10,754 | -22.8% | 36,370 |
| IAG Wealth Partners, LLC | -4,256 | -25.5% | 12,416 |
| SK Wealth Management, LLC | -2,824 | -28.0% | 7,268 |
| ABOUND FINANCIAL, LLC | -2,040 | -66.4% | 1,034 |
| High Note Wealth, LLC | -1,614 | -10.1% | 14,318 |
| COMMERCE BANK | -1,332 | -7.2% | 17,207 |
| CENTRAL TRUST Co | -1,306 | -10.6% | 10,971 |
| IHT Wealth Management, LLC | -1,089 | -14.8% | 6,247 |
| Petros Family Wealth, LLC | -981 | -15.2% | 5,481 |
| Lido Advisors, LLC | -960 | -5.0% | 18,376 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -846 | -2.8% | 29,322 |
| Private Advisor Group, LLC | -829 | -8.3% | 9,214 |
| FMR LLC | -812 | -50.3% | 801 |