NUMV Institutional Ownership
Nuveen ESG Mid-Cap Value
1W: -0.5%
1M: -4.0%
3M: -2.8%
YTD: +8.5%
1Y: +12.4%
3Y: +60.1%
5Y: +38.0%
$42.84
+0.26 (+0.61%)
Weekly Expected Move ±1.4%
$42
$42
$43
$43
$44
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — NUMV
144
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
348M
Total Invested
15
New Positions
46
Increased
52
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (153 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Abacus Wealth Partners, LLC | 1,086,988 | $47M | +74,293 | +7.3% | 23Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,052,010 | $45M | -370,978 | -26.1% | 29Q | SEC ↗ |
| 3 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 804,525 | $34M | -65,650 | -7.5% | 2Q | SEC ↗ |
| 4 | Bank of New York Mellon Corp | 624,036 | $27M | +36,002 | +6.1% | 18Q | SEC ↗ |
| 5 | ROYAL BANK OF CANADA | 563,771 | $24M | +2,660 | +0.5% | 33Q | SEC ↗ |
| 6 | RAYMOND JAMES FINANCIAL INC | 388,216 | $17M | +931 | +0.2% | 7Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 284,146 | $12M | -1,798 | -0.6% | 15Q | SEC ↗ |
| 8 | Empirical Financial Services, LLC d.b. | 266,948 | $11M | -343 | -0.1% | 27Q | SEC ↗ |
| 9 | UBS Group AG | 266,019 | $11M | +1,276 | +0.5% | 34Q | SEC ↗ |
| 10 | WELLS FARGO & COMPANY/MN | 199,475 | $9M | +9,272 | +4.9% | 20Q | SEC ↗ |
| 11 | JONES FINANCIAL COMPANIES LLLP | 188,209 | $8M | +21,208 | +12.7% | 19Q | SEC ↗ |
| 12 | COMMONWEALTH EQUITY SERVICES, LLC | 187,468 | $8M | +7,171 | +4.0% | 28Q | SEC ↗ |
| 13 | ENVESTNET ASSET MANAGEMENT INC | 184,442 | $8M | +7,196 | +4.1% | 25Q | SEC ↗ |
| 14 | Beacon Pointe Advisors, LLC | 164,656 | $7M | -1,169 | -0.7% | 26Q | SEC ↗ |
| 15 | LPL Financial LLC | 151,988 | $7M | -1,619 | -1.1% | 28Q | SEC ↗ |
| 16 | Rockefeller Capital Management L.P. | 108,835 | $5M | -74 | -0.1% | 21Q | SEC ↗ |
| 17 | Creative Planning | 101,067 | $4M | +426 | +0.4% | 20Q | SEC ↗ |
| 18 | &PARTNERS | 99,159 | $4M | +7,410 | +8.1% | 8Q | SEC ↗ |
| 19 | Fiduciary Trust Co | 81,670 | $3M | — | +0.0% | 16Q | SEC ↗ |
| 20 | WCG Wealth Advisors LLC | 63,618 | $3M | +6,268 | +10.9% | 17Q | SEC ↗ |
| 21 | JPMORGAN CHASE & CO | 50,806 | $2M | +15,657 | +44.5% | 16Q | SEC ↗ |
| 22 | CANANDAIGUA NATIONAL CORP NEW | 47,243 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 23 | Cetera Investment Advisers | 47,195 | $2M | +3,321 | +7.6% | 23Q | SEC ↗ |
| 24 | PNC Financial Services Group, Inc. | 44,095 | $2M | +931 | +2.2% | 15Q | SEC ↗ |
| 25 | CANANDAIGUA NATIONAL BANK & TRUST CO NEW | 43,887 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 26 | EP Wealth Advisors, LLC NEW | 42,020 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Mariner, LLC | 39,446 | $2M | -3,628 | -8.4% | 10Q | SEC ↗ |
| 28 | Opes Wealth Management LLC | 38,345 | $2M | +100 | +0.3% | 19Q | SEC ↗ |
| 29 | REGATTA CAPITAL GROUP, LLC | 34,929 | $1M | +419 | +1.2% | 18Q | SEC ↗ |
| 30 | Invera Wealth Advisors, LLC | 30,584 | $1M | -27,569 | -47.4% | 11Q | SEC ↗ |
| 31 | Cresset Asset Management, LLC | 29,881 | $1M | +395 | +1.3% | 15Q | SEC ↗ |
| 32 | rebel Financial LLC | 29,769 | $1M | +1,368 | +4.8% | 4Q | SEC ↗ |
| 33 | Revolve Wealth Partners, LLC | 28,990 | $1M | -65 | -0.2% | 16Q | SEC ↗ |
| 34 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 27,436 | $1M | -3,273 | -10.7% | 19Q | SEC ↗ |
| 35 | Heritage Wealth Advisors | 26,914 | $1M | +60 | +0.2% | 20Q | SEC ↗ |
| 36 | TIAA TRUST, NATIONAL ASSOCIATION | 26,704 | $1M | — | +0.0% | 12Q | SEC ↗ |
| 37 | RTD Financial Advisors, Inc. | 21,811 | $934K | -49 | -0.2% | 19Q | SEC ↗ |
| 38 | Farther Finance Advisors, LLC | 21,776 | $933K | +17,108 | +366.5% | 15Q | SEC ↗ |
| 39 | NATIXIS ADVISORS, LLC | 21,574 | $924K | +4,806 | +28.7% | 8Q | SEC ↗ |
| 40 | Lido Advisors, LLC | 20,848 | $893K | +7,643 | +57.9% | 22Q | SEC ↗ |
| 41 | CENTRAL TRUST Co | 20,515 | $879K | +79 | +0.4% | 27Q | SEC ↗ |
| 42 | MML INVESTORS SERVICES, LLC | 20,309 | $870K | +1,607 | +8.6% | 11Q | SEC ↗ |
| 43 | OSAIC HOLDINGS, INC. | 19,900 | $853K | +2,043 | +11.4% | 26Q | SEC ↗ |
| 44 | Fingerlakes Wealth Management, Inc. | 19,135 | $820K | +1 | +0.0% | 19Q | SEC ↗ |
| 45 | NewEdge Advisors, LLC | 18,896 | $810K | +53 | +0.3% | 19Q | SEC ↗ |
| 46 | Carson Advisory Inc. | 18,070 | $774K | — | +0.0% | 19Q | SEC ↗ |
| 47 | AMERIPRISE FINANCIAL INC | 18,034 | $773K | +4,531 | +33.6% | 4Q | SEC ↗ |
| 48 | COLDSTREAM CAPITAL MANAGEMENT INC | 18,007 | $771K | — | +0.0% | 15Q | SEC ↗ |
| 49 | Parkside Financial Bank & Trust | 17,659 | $757K | -1,521 | -7.9% | 18Q | SEC ↗ |
| 50 | STIFEL FINANCIAL CORP | 17,459 | $748K | +80 | +0.5% | 14Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| CANANDAIGUA NATIONAL CORP | 47,243 | $2M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 43,887 | $2M |
| EP Wealth Advisors, LLC | 42,020 | $2M |
| McClarren Financial Advisors, Inc. | 5,235 | $224K |
| Equitable Holdings, Inc. | 5,159 | $221K |
| NATURAL INVESTMENTS, LLC | 4,946 | $212K |
| Institute for Wealth Management, LL | 4,848 | $208K |
| Legacy Edge Advisors, LLC | 4,790 | $205K |
| RMG Wealth Management LLC | 4,330 | $185K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,359 | $58K |
| Concord Wealth Partners | 809 | $35K |
| IFG Advisory, LLC | 664 | $28K |
| Cape Investment Advisory, Inc. | 499 | $21K |
| Integrated Wealth Concepts LLC | 458 | $20K |
| Orion Capital Management LLC | 88 | $4K |
| Global Retirement Partners, LLC | 27 | $1K |
Sold Out (16)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| WealthShield Partners, LLC | 23,484 | $1M |
| Neumann Capital Management, LLC | 16,180 | $693K |
| CITADEL ADVISORS LLC | 12,940 | $554K |
| Fifth Third Wealth Advisors LLC | 11,510 | $493K |
| FLOW TRADERS U.S. LLC | 8,972 | $384K |
| Evergreen Private Wealth LLC | 8,407 | $360K |
| Investor's Fiduciary Advisor Networ | 7,051 | $302K |
| FLAGSHIP HARBOR ADVISORS, LLC | 5,463 | $234K |
| VERUS CAPITAL PARTNERS, LLC | 5,275 | $226K |
| Western Wealth Management, LLC | 2,114 | $91K |
| MAI Capital Management | 536 | $23K |
| CITIGROUP INC | 380 | $16K |
| Annis Gardner Whiting Capital Advis | 224 | $10K |
| Cornerstone Planning Group LLC | 107 | $5K |
| Sound Income Strategies, LLC | 50 | $2K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Abacus Wealth Partners, LLC | +74,293 | +7.3% | 1,086,988 |
| Bank of New York Mellon Corp | +36,002 | +6.1% | 624,036 |
| JONES FINANCIAL COMPANIES LLLP | +21,208 | +12.7% | 188,209 |
| Farther Finance Advisors, LLC | +17,108 | +366.5% | 21,776 |
| JPMORGAN CHASE & CO | +15,657 | +44.5% | 50,806 |
| WELLS FARGO & COMPANY/MN | +9,272 | +4.9% | 199,475 |
| Lido Advisors, LLC | +7,643 | +57.9% | 20,848 |
| &PARTNERS | +7,410 | +8.1% | 99,159 |
| ENVESTNET ASSET MANAGEMENT INC | +7,196 | +4.1% | 184,442 |
| COMMONWEALTH EQUITY SERVICES, LLC | +7,171 | +4.0% | 187,468 |
| WCG Wealth Advisors LLC | +6,268 | +10.9% | 63,618 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +5,241 | +92.5% | 10,906 |
| NATIXIS ADVISORS, LLC | +4,806 | +28.7% | 21,574 |
| AMERIPRISE FINANCIAL INC | +4,531 | +33.6% | 18,034 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +4,056 | +77.6% | 9,281 |
| EVERGREEN CAPITAL MANAGEMENT LLC | +3,753 | +40.4% | 13,052 |
| Cetera Investment Advisers | +3,321 | +7.6% | 47,195 |
| ROYAL BANK OF CANADA | +2,660 | +0.5% | 563,771 |
| Cambridge Investment Research Advis | +2,119 | +17.4% | 14,282 |
| OSAIC HOLDINGS, INC. | +2,043 | +11.4% | 19,900 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -370,978 | -26.1% | 1,052,010 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | -65,650 | -7.5% | 804,525 |
| GOLDMAN SACHS GROUP INC | -29,221 | -64.8% | 15,874 |
| Invera Wealth Advisors, LLC | -27,569 | -47.4% | 30,584 |
| Addison Advisors LLC | -16,912 | -86.2% | 2,707 |
| Tower Research Capital LLC (TRC) | -11,742 | -88.2% | 1,565 |
| Private Wealth Management Group, LL | -3,830 | -35.7% | 6,897 |
| ABOUND FINANCIAL, LLC | -3,707 | -68.4% | 1,711 |
| Mariner, LLC | -3,628 | -8.4% | 39,446 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -3,273 | -10.7% | 27,436 |
| Private Advisor Group, LLC | -1,824 | -14.3% | 10,899 |
| BANK OF AMERICA CORP /DE | -1,798 | -0.6% | 284,146 |
| LPL Financial LLC | -1,619 | -1.1% | 151,988 |
| Parkside Financial Bank & Trust | -1,521 | -7.9% | 17,659 |
| Beacon Pointe Advisors, LLC | -1,169 | -0.7% | 164,656 |
| Simmons Bank | -1,061 | -10.0% | 9,582 |
| Falcon Wealth Planning | -869 | -9.8% | 7,959 |
| McAdam, LLC | -608 | -8.8% | 6,288 |
| Trust Co | -498 | -4.8% | 9,778 |
| IFP Advisors, Inc | -397 | -84.6% | 72 |