Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
570K+ 253.71% |
$20.3M - $22.3M
|
795K
$36.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
49K+ 20.5% |
$1.75M - $1.91M
|
288K
$13.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
33.5KNew |
$1.19M - $1.31M
|
33.5K
$1.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.5K+ 10.05% |
$1.16M - $1.27M
|
355K
$16.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.8KNew |
$956K - $1.05M
|
26.8K
$1.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
23.1K+ 100.39% |
$825K - $903K
|
46.2K
$2.11M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
17KNew |
$607K - $664K
|
17K
$776K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
15.7KNew |
$561K - $614K
|
15.7K
$717K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.9K+ 12.92% |
$461K - $505K
|
113K
$5.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
BUY
|
- |
12.5KNew |
$446K - $488K
|
12.5K
$571K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
11.4KNew |
$408K - $447K
|
11.4K
$522K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.1K+ 7.2% |
$361K - $395K
|
151K
$6.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.44KNew |
$337K - $368K
|
9.44K
$430K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.6K+ 9.83% |
$235K - $257K
|
73.7K
$3.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.54K+ 1.32% |
$233K - $255K
|
502K
$22.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.04KNew |
$215K - $236K
|
6.04K
$275K
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
6.02KNew |
$215K - $235K
|
6.02K
$274K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.77K+ 60.01% |
$206K - $225K
|
15.4K
$701K
|
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
5.32KNew |
$190K - $208K
|
5.32K
$242K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
5.21KNew |
$186K - $203K
|
5.21K
$237K
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.14KNew |
$183K - $201K
|
5.14K
$234K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.98K+ 9.89% |
$142K - $155K
|
44.2K
$2.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.5K+ 16.74% |
$125K - $137K
|
24.4K
$1.11M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3.47KNew |
$124K - $135K
|
3.47K
$158K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.19K+ 36.35% |
$114K - $124K
|
12K
$545K
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
3.13K+ 36.72% |
$111K - $122K
|
11.6K
$530K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
2.94KNew |
$105K - $115K
|
2.94K
$134K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.52K+ 15.11% |
$89.7K - $98.2K
|
19.2K
$874K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.86K+ 4.21% |
$66.2K - $72.5K
|
46K
$2.1M
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
1.73K+ 8.92% |
$61.7K - $67.5K
|
21.1K
$962K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.66KNew |
$59.3K - $64.9K
|
1.66K
$75.9K
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.6K+ 13.45% |
$57.1K - $62.5K
|
13.5K
$616K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.49K+ 1.71% |
$53.2K - $58.3K
|
88.6K
$4.04M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.42K+ 12.73% |
$50.5K - $55.3K
|
12.5K
$572K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.4K+ 6.07% |
$50.1K - $54.8K
|
24.5K
$1.12M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
1.37K+ 21.87% |
$48.8K - $53.4K
|
7.62K
$348K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.17K+ 4.34% |
$41.6K - $45.5K
|
28K
$1.28M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
1.07K+ 6.02% |
$38.3K - $41.9K
|
18.9K
$862K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.01K+ 12.65% |
$36.1K - $39.5K
|
9.01K
$411K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
869+ 8.55% |
$31K - $33.9K
|
11K
$503K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
846+ 4.86% |
$30.2K - $33K
|
18.3K
$833K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
660+ 14.24% |
$23.5K - $25.8K
|
5.29K
$241K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
582+ 1.25% |
$20.8K - $22.7K
|
47.2K
$2.15M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
507+ 0.73% |
$18.1K - $19.8K
|
69.8K
$3.18M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
390New |
$13.9K - $15.2K
|
390
$17.8K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
362+ 1.82% |
$12.9K - $14.1K
|
20.3K
$924K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
323+ 1.63% |
$11.5K - $12.6K
|
20.1K
$918K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
312+ 7.97% |
$11.1K - $12.2K
|
4.23K
$193K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
283+ 3.19% |
$10.1K - $11K
|
9.16K
$417K
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
280+ 3.15% |
$9.98K - $10.9K
|
9.16K
$418K
|