Nuance Mid Cap Value-InstNMVLX

13F holders, Q1 2025 (March 31)
2holders +1
2new positions
0sold out
$11.59avg. 13F price*

At the end of Q1 2025, 2 institutions reported holding Nuance Mid Cap Value-Inst (NMVLX) in their 13F filings, up 1 from Q2 2024. 2 opened new positions and 0 sold out. The largest holders were Brooklyn Investment Group ($9K) and Ascentis Wealth Management, LLC ($6K).

Company
Nuance Mid Cap Value-Inst
CUSIP
56166Y511
Latest filing quarter
Q2 2025

History

Number of 13F holders

012 Q2 2024: 1Q2 2024Q1 2025: 2Q1 2025Q2 2025: 1Q2 2025

Total Exit/New Position Q2 2024 → Q1 2025

InstitutionsTotal Value
New Positions2$15K
Exits0$0

All 13F filers, Q2 2024 → Q1 2025: 1,286 shares bought, net +1,286 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Brooklyn Investment Group 0.00% New 778 $9K
Ascentis Wealth Management, LLC 0.00% New 508 $6K

"% of holder's portfolio" is NMVLX's weight in each manager's 13F, not the share of Nuance Mid Cap Value-Inst the manager owns.