Patriot Financial Group Insurance Agency, LLC Nuveen Esg Mid Cap Value ETF Transaction History

Patriot Financial Group Insurance Agency, LLC

$667 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 29, 2022	BUY	N/A	48 Added 90.57%	101 $3,000
Q1 2022 May 11, 2022	BUY	N/A	53 New	53 $2,000

Others Institutions Holding NUMV

# of Institutions

124

Shares Held

10.5M

Call Options Held

Put Options Held

Tiaa, Fsb St. Louis, MO

2.47M
Shares

$86.1 Million
0.27% of portfolio
Tiaa Trust, National Association Charlotte, NC

1.4M
Shares

$48.7 Million
0.14% of portfolio
Morgan Stanley New York, NY

1.19M
Shares

$41.5 Million
0.0% of portfolio
Abacus Wealth Partners, LLC Santa Monica, CA

866K
Shares

$30.2 Million
4.74% of portfolio
Royal Bank Of Canada Toronto, A6

567K
Shares

$19.7 Million
0.0% of portfolio

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