Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
55.2KNew |
$2.45M - $2.84M
|
55.2K
$2.74M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.46KNew |
$419K - $487K
|
9.46K
$469K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.27KNew |
$189K - $220K
|
4.27K
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.54KNew |
$112K - $131K
|
2.54K
$126K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.43K+ 6.68% |
$63.3K - $73.6K
|
22.8K
$1.13M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.01K+ 19.04% |
$44.8K - $52K
|
6.32K
$314K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
322+ 5.41% |
$14.3K - $16.6K
|
6.27K
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
176+ 0.95% |
$7.79K - $9.06K
|
18.7K
$926K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
154+ 0.15% |
$6.82K - $7.93K
|
105K
$5.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
114+ 0.52% |
$5.05K - $5.87K
|
22K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 30.0% |
$930 - $1.08K
|
91
$4.51K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
12New |
$531 - $618
|
12
$595
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.04% |
$133 - $154
|
7.24K
$359K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.06% |
$88.6 - $103
|
3.48K
$173K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 1.61% |
$221 - $257
|
306
$15.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-51- 1.12% |
$2.26K - $2.62K
|
4.5K
$223K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-65- 1.42% |
$2.88K - $3.35K
|
4.52K
$224K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-93- 3.76% |
$4.12K - $4.79K
|
2.38K
$118K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-97- 1.8% |
$4.3K - $4.99K
|
5.29K
$263K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-106- 0.24% |
$4.69K - $5.46K
|
44.8K
$2.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-111- 1.37% |
$4.92K - $5.71K
|
7.98K
$396K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-117- 2.57% |
$5.18K - $6.02K
|
4.44K
$220K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-160- 4.34% |
$7.08K - $8.24K
|
3.53K
$175K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-248- 4.81% |
$11K - $12.8K
|
4.91K
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-250- 2.31% |
$11.1K - $12.9K
|
10.6K
$525K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-401- 8.16% |
$17.8K - $20.6K
|
4.51K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-616- 12.34% |
$27.3K - $31.7K
|
4.37K
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-644- 9.84% |
$28.5K - $33.1K
|
5.9K
$293K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-713- 10.77% |
$31.6K - $36.7K
|
5.91K
$293K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.75K- 27.12% |
$77.4K - $90K
|
4.7K
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.86K- 68.54% |
$82.5K - $95.9K
|
855
$42.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.93K- 11.34% |
$85.6K - $99.5K
|
15.1K
$750K
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-2.54K- 15.28% |
$113K - $131K
|
14.1K
$699K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.94K- 43.42% |
$130K - $151K
|
3.83K
$190K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-3.3K- 27.5% |
$146K - $170K
|
8.7K
$432K
|