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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1+ 0.18% |
$44.3 - $51.5
|
562
$24.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.04% |
$44.3 - $51.5
|
2.27K
$100K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 1.61% |
$221 - $257
|
306
$13.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-8- 0.49% |
$354 - $412
|
1.63K
$71.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12- 2.8% |
$531 - $618
|
416
$18.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-14- 0.16% |
$620 - $721
|
8.53K
$377K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-29- 0.4% |
$1.28K - $1.49K
|
7.23K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-41- 0.89% |
$1.82K - $2.11K
|
4.59K
$203K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-47- 0.55% |
$2.08K - $2.42K
|
8.53K
$377K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-51- 1.12% |
$2.26K - $2.62K
|
4.5K
$199K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-65- 1.42% |
$2.88K - $3.35K
|
4.52K
$200K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-93- 3.76% |
$4.12K - $4.79K
|
2.38K
$105K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-97- 1.8% |
$4.3K - $4.99K
|
5.29K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-106- 0.24% |
$4.69K - $5.46K
|
44.8K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-110- 0.95% |
$4.87K - $5.66K
|
11.5K
$508K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-111- 1.37% |
$4.92K - $5.71K
|
7.98K
$353K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-117- 2.57% |
$5.18K - $6.02K
|
4.44K
$196K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-137- 2.24% |
$6.07K - $7.05K
|
5.98K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-154- 2.99% |
$6.82K - $7.93K
|
4.99K
$221K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-160- 4.34% |
$7.08K - $8.24K
|
3.53K
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-165- 5.68% |
$7.31K - $8.49K
|
2.74K
$121K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-217- 2.05% |
$9.61K - $11.2K
|
10.4K
$457K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-248- 4.81% |
$11K - $12.8K
|
4.91K
$217K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-250- 2.31% |
$11.1K - $12.9K
|
10.6K
$467K
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-300- 50.0% |
$13.3K - $15.4K
|
300
$13.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-401- 8.16% |
$17.8K - $20.6K
|
4.51K
$199K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-433- 3.2% |
$19.2K - $22.3K
|
13.1K
$578K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-437- 4.47% |
$19.4K - $22.5K
|
9.34K
$413K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-477- 4.89% |
$21.1K - $24.6K
|
9.29K
$410K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-490- 1.81% |
$21.7K - $25.2K
|
26.5K
$1.17M
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-569- 1.83% |
$25.2K - $29.3K
|
30.5K
$1.35M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-581- 22.51% |
$25.7K - $29.9K
|
2K
$88.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-586- 7.28% |
$25.9K - $30.2K
|
7.47K
$330K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-593- 0.19% |
$26.3K - $30.5K
|
319K
$14.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-616- 12.34% |
$27.3K - $31.7K
|
4.37K
$193K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-618- 78.03% |
$27.4K - $31.8K
|
174
$7.69K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
SELL
|
- |
-644- 9.84% |
$28.5K - $33.1K
|
5.9K
$261K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-658- 1.09% |
$29.1K - $33.9K
|
59.7K
$2.64M
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-713- 10.77% |
$31.6K - $36.7K
|
5.91K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.71K- 8.91% |
$75.6K - $87.9K
|
17.5K
$772K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.73K- 0.19% |
$76.7K - $89.1K
|
889K
$39.3M
|
|
|
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
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.86K- 68.54% |
$82.5K - $95.9K
|
855
$37.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.93K- 11.34% |
$85.6K - $99.5K
|
15.1K
$668K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.96K- 8.72% |
$86.6K - $101K
|
20.5K
$905K
|
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-2.54K- 15.28% |
$113K - $131K
|
14.1K
$622K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-2.6K- 9.1% |
$115K - $134K
|
26K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.94K- 43.42% |
$130K - $151K
|
3.83K
$169K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.01K- 11.72% |
$133K - $155K
|
22.6K
$1M
|