Purchases and Sales Made in Q1 2023 in Nuveen Esg Mid Cap Growth ETF (NUMG)
This table provides information about the institutional ownership of Nuveen Esg Mid Cap Growth ETF (NUMG) during Q1 2023. The information is specifically focused on institutions that hold shares of NUVEEN ESG MID-CAP GROWTH ETF .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
78K+ 48.33% |
$2.73M - $3.13M
|
239K
$11.3M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
57.7K+ 13.18% |
$2.02M - $2.32M
|
495K
$23.5M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.1K+ 6.37% |
$1.4M - $1.61M
|
670K
$31.8M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32K+ 11.0% |
$1.12M - $1.29M
|
323K
$15.3M
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
29.8K+ 181.59% |
$1.04M - $1.2M
|
46.2K
$2.19M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10K+ 5.56% |
$350K - $402K
|
190K
$9M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.98K+ 17.47% |
$349K - $401K
|
67.1K
$3.18M
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
9.78K+ 102.01% |
$342K - $393K
|
19.4K
$919K
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
8.91KNew |
$312K - $358K
|
8.91K
$422K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.46K+ 9.23% |
$296K - $340K
|
100K
$4.75M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.82KNew |
$204K - $234K
|
5.82K
$276K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.7KNew |
$199K - $229K
|
5.7K
$270K
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
5.15K+ 6.49% |
$180K - $207K
|
84.5K
$4.01M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.45K+ 5.38% |
$156K - $179K
|
87.1K
$4.13M
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
3.95K+ 93.24% |
$138K - $158K
|
8.18K
$388K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.78K+ 22.27% |
$132K - $152K
|
20.8K
$984K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.01K+ 6.91% |
$105K - $121K
|
46.6K
$2.21M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.92K+ 17.22% |
$102K - $117K
|
19.9K
$944K
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
2.79K+ 310.33% |
$97.7K - $112K
|
3.69K
$175K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.6K+ 2.75% |
$91K - $104K
|
97.1K
$4.6M
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.51K+ 3.66% |
$87.8K - $101K
|
71.1K
$3.37M
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.25K+ 12.04% |
$78.6K - $90.3K
|
20.9K
$992K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.1K+ 10.0% |
$73.5K - $84.4K
|
23.1K
$1.1M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.06K+ 4.89% |
$72K - $82.7K
|
44.2K
$2.09M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.87K+ 10.42% |
$65.4K - $75.1K
|
19.8K
$939K
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.59K+ 15.47% |
$55.6K - $63.8K
|
11.9K
$562K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.56K+ 7.92% |
$54.4K - $62.5K
|
21.2K
$1M
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.47K+ 3.79% |
$51.5K - $59.1K
|
40.3K
$1.91M
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
1.2K+ 7.18% |
$41.8K - $48K
|
17.8K
$846K
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.01K+ 8.86% |
$35.5K - $40.7K
|
12.5K
$591K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
950+ 4.44% |
$33.2K - $38.2K
|
22.3K
$1.06M
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
770+ 11.71% |
$26.9K - $30.9K
|
7.35K
$348K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
488+ 3.02% |
$17.1K - $19.6K
|
16.6K
$789K
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
461+ 7.96% |
$16.1K - $18.5K
|
6.26K
$297K
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
408+ 0.37% |
$14.3K - $16.4K
|
110K
$5.23M
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
370+ 3.44% |
$12.9K - $14.9K
|
11.1K
$528K
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
318+ 3.23% |
$11.1K - $12.8K
|
10.2K
$482K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
274+ 0.12% |
$9.59K - $11K
|
237K
$11.3M
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
237+ 3.63% |
$8.29K - $9.52K
|
6.76K
$321K
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
232+ 1.43% |
$8.12K - $9.32K
|
16.4K
$779K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
170+ 2.71% |
$5.95K - $6.83K
|
6.44K
$305K
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
163+ 0.61% |
$5.7K - $6.55K
|
26.9K
$1.27M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
82+ 13.02% |
$2.87K - $3.29K
|
712
$33.8K
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
77New |
$2.69K - $3.09K
|
77
$3.65K
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
32+ 8.89% |
$1.12K - $1.29K
|
392
$18.6K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
4New |
$140 - $161
|
4
$190
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3- 0.03% |
$105 - $121
|
8.76K
$416K
|
|
Oct 26, 2023
Q1 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-29- 0.38% |
$1.01K - $1.16K
|
7.62K
$361K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-41- 58.57% |
$1.43K - $1.65K
|
29
$1.38K
|