Purchases and Sales Made in Q2 2022 in Nuveen Esg Mid Cap Value ETF (NUMV)
This table provides information about the institutional ownership of Nuveen Esg Mid Cap Value ETF (NUMV) during Q2 2022. The information is specifically focused on institutions that hold shares of NUVEEN ESG MID-CAP VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
200+ 1.2% |
$5.94K - $7.33K
|
16.9K
$592K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
172+ 0.87% |
$5.11K - $6.31K
|
20K
$702K
|
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
171+ 0.8% |
$5.08K - $6.27K
|
21.4K
$753K
|
|
|
Jul 29, 2022
Q2 2022
|
Simmons Bank
|
BUY
|
- |
75+ 0.4% |
$2.23K - $2.75K
|
18.9K
$662K
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
64+ 0.4% |
$1.9K - $2.35K
|
16K
$561K
|
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
52+ 22.41% |
$1.54K - $1.91K
|
284
$9.97K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
48+ 90.57% |
$1.43K - $1.76K
|
101
$3.54K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-121- 0.64% |
$3.59K - $4.44K
|
18.8K
$658K
|
|
|
Jul 06, 2022
Q2 2022
|
Trust CO
|
SELL
|
- |
-168- 1.85% |
$4.99K - $6.16K
|
8.9K
$312K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-400- 1.95% |
$11.9K - $14.7K
|
20.1K
$706K
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-481Closed |
$14.3K - $17.6K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-904- 9.47% |
$26.8K - $33.1K
|
8.65K
$303K
|
|
|
Aug 03, 2022
Q2 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-1.25K- 4.68% |
$37.1K - $45.8K
|
25.5K
$894K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.4KClosed |
$41.6K - $51.4K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.13K- 18.9% |
$63.3K - $78.1K
|
9.14K
$321K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.2K- 18.0% |
$65.2K - $80.5K
|
10K
$351K
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-2.36K- 11.11% |
$70.1K - $86.5K
|
18.9K
$662K
|
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-2.59K- 13.76% |
$77K - $95K
|
16.2K
$570K
|
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.55K- 13.76% |
$105K - $130K
|
22.2K
$780K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-4.04K- 13.95% |
$120K - $148K
|
24.9K
$874K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.16K- 9.9% |
$123K - $152K
|
37.8K
$1.33M
|
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-4.48K- 11.89% |
$133K - $164K
|
33.2K
$1.17M
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-4.81KClosed |
$143K - $176K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Wrapmanager Inc
|
SELL
|
- |
-4.82K- 4.15% |
$143K - $177K
|
111K
$3.91M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.97K- 76.82% |
$148K - $182K
|
1.5K
$52.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-5.99KClosed |
$178K - $220K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-5.99KClosed |
$178K - $220K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-7.1KClosed |
$211K - $260K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.22KClosed |
$244K - $301K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.54K- 19.25% |
$254K - $313K
|
35.8K
$1.26M
|
|
|
Nov 06, 2024
Q2 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-8.75K- 36.12% |
$260K - $321K
|
15.5K
$543K
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.59KClosed |
$285K - $352K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.8KClosed |
$379K - $468K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-17.3K- 10.04% |
$513K - $633K
|
155K
$5.43M
|
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-23.6K- 31.33% |
$700K - $865K
|
51.7K
$1.81M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-25.9K- 74.13% |
$769K - $950K
|
9.04K
$317K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-105K- 84.78% |
$3.13M - $3.87M
|
18.9K
$664K
|
|
|
Aug 09, 2022
Q2 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-163K- 5.88% |
$4.85M - $5.99M
|
2.61M
$91.7M
|