Latest Institutional Transactions on Nuveen Esg Mid Cap Growth ETF (NUMG)
This table provides information on the latest institutional transactions involving Nuveen Esg Mid Cap Growth ETF (NUMG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-899- 1.42% |
$36.4K - $40.2K
|
62.2K
$2.77M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-522- 9.85% |
$21.1K - $23.3K
|
4.78K
$212K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-980- 75.91% |
$39.7K - $43.8K
|
311
$13.8K
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
6.41KNew |
$260K - $286K
|
6.41K
$285K
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1+ 0.54% |
$40.5 - $44.7
|
185
$8.22K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 1.58% |
$202 - $223
|
311
$13.8K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-200- 1.69% |
$8.1K - $8.94K
|
11.6K
$516K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
63+ 0.44% |
$2.55K - $2.82K
|
14.4K
$642K
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.81KNew |
$73.4K - $81K
|
1.81K
$80.5K
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.03% |
$40.5 - $44.7
|
3.48K
$155K
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
6.83KNew |
$277K - $305K
|
6.83K
$304K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-55- 1.16% |
$2.23K - $2.46K
|
4.71K
$209K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-75- 0.28% |
$3.04K - $3.35K
|
26.6K
$1.18M
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-354- 6.89% |
$14.3K - $15.8K
|
4.79K
$213K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-595- 10.41% |
$24.1K - $26.6K
|
5.12K
$228K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-27- 0.78% |
$1.09K - $1.21K
|
3.45K
$153K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.48KNew |
$59.8K - $66K
|
1.48K
$65.6K
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-86- 1.81% |
$3.48K - $3.84K
|
4.67K
$208K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
122+ 6.15% |
$4.94K - $5.45K
|
2.11K
$93.6K
|
|
Q4 2023 | |||||||
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.1K+ 143.11% |
$207K - $260K
|
10.4K
$460K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
12New |
$407 - $512
|
12
$533
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
214New |
$7.27K - $9.13K
|
214
$9.51K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-43- 1.02% |
$1.46K - $1.83K
|
4.19K
$186K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.15% |
$34 - $42.7
|
656
$29.2K
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
7+ 5.26% |
$238 - $299
|
140
$6.22K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.42KNew |
$48.3K - $60.7K
|
1.42K
$63.3K
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-9.7K- 54.27% |
$329K - $414K
|
8.17K
$363K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
194+ 2.18% |
$6.59K - $8.28K
|
9.08K
$403K
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
11.5K+ 36.63% |
$391K - $492K
|
43K
$1.91M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-12.6K- 79.28% |
$429K - $539K
|
3.3K
$147K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
450New |
$15.3K - $19.2K
|
450
$20K
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-1.8K- 23.71% |
$61.1K - $76.7K
|
5.79K
$257K
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
17.2KNew |
$583K - $733K
|
17.2K
$764K
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.85% |
$34 - $42.7
|
55
$2.44K
|
|
Q3 2023 | |||||||
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.06K+ 30.35% |
$219K - $247K
|
26K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-20K- 6.8% |
$721K - $815K
|
274K
$12.2M
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
513New |
$18.5K - $20.9K
|
513
$22.8K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-153- 2.52% |
$5.52K - $6.24K
|
5.93K
$264K
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-88- 0.11% |
$3.18K - $3.59K
|
79.9K
$3.55M
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
350+ 3.06% |
$12.6K - $14.3K
|
11.8K
$524K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13+ 0.22% |
$469 - $531
|
5.85K
$260K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.04KNew |
$215K - $236K
|
6.04K
$268K
|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
BUY
|
- |
12.5KNew |
$446K - $488K
|
12.5K
$556K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
20New |
$713 - $781
|
20
$889
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5New |
$178 - $195
|
5
$222
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-101K- 6.9% |
$3.62M - $3.96M
|
1.37M
$60.9M
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.17K+ 4.34% |
$41.6K - $45.5K
|
28K
$1.25M
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-396- 78.11% |
$13.9K - $15.9K
|
111
$4.93K
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
77New |
$2.69K - $3.09K
|
77
$3.42K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
4New |
$140 - $161
|
4
$178
|