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 |
---|---|---|---|---|---|---|---|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 1.61% |
$221 - $257
|
306
$13.1K
|
|
Jan 24, 2025
Q4 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-2.54K- 15.28% |
$113K - $131K
|
14.1K
$604K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-111- 1.37% |
$4.92K - $5.71K
|
7.98K
$342K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-117- 2.57% |
$5.18K - $6.02K
|
4.44K
$190K
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-51- 1.12% |
$2.26K - $2.62K
|
4.5K
$193K
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-713- 10.77% |
$31.6K - $36.7K
|
5.91K
$253K
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
55.2KNew |
$2.45M - $2.84M
|
55.2K
$2.37M
|
|
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
$202K
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
176+ 0.95% |
$7.79K - $9.06K
|
18.7K
$801K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-106- 0.24% |
$4.69K - $5.46K
|
44.8K
$1.92M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.94K- 43.42% |
$130K - $151K
|
3.83K
$164K
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-97- 1.8% |
$4.3K - $4.99K
|
5.29K
$227K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
154+ 0.15% |
$6.82K - $7.93K
|
105K
$4.5M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-65- 1.42% |
$2.88K - $3.35K
|
4.52K
$194K
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
12New |
$531 - $618
|
12
$515
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
322+ 5.41% |
$14.3K - $16.6K
|
6.27K
$269K
|
|
Q3 2024 | |||||||
Dec 30, 2024
Q3 2024
|
Sk Wealth Management, LLC
Providence, RI |
BUY
|
- |
22.2KNew |
$876K - $995K
|
22.2K
$953K
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-86- 40.19% |
$3.39K - $3.85K
|
128
$5.49K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-5.24K- 44.01% |
$206K - $235K
|
6.66K
$286K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
378New |
$14.9K - $16.9K
|
378
$16.2K
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-250- 4.77% |
$9.86K - $11.2K
|
4.99K
$214K
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
43+ 30.71% |
$1.7K - $1.93K
|
183
$7.85K
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-160- 8.85% |
$6.31K - $7.17K
|
1.65K
$70.7K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
279KNew |
$11M - $12.5M
|
279K
$12M
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.16K- 8.29% |
$45.7K - $52K
|
12.8K
$550K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
151+ 0.16% |
$5.95K - $6.77K
|
94.7K
$4.06M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1K- 11.07% |
$39.5K - $45K
|
8.06K
$346K
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
55+ 0.7% |
$2.17K - $2.47K
|
7.88K
$338K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
505New |
$20.5K - $22.3K
|
505
$21.7K
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.69K- 9.59% |
$272K - $296K
|
63.1K
$2.71M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
14New |
$568 - $619
|
14
$600
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-292- 5.44% |
$11.9K - $12.9K
|
5.07K
$217K
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-886- 14.07% |
$36K - $39.2K
|
5.41K
$232K
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-753- 11.85% |
$30.6K - $33.3K
|
5.6K
$240K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10+ 4.33% |
$406 - $442
|
241
$10.3K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
99New |
$4.02K - $4.38K
|
99
$4.25K
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-5.4K- 10.4% |
$219K - $239K
|
46.5K
$2M
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
220+ 1.94% |
$8.93K - $9.73K
|
11.6K
$497K
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-46- 0.92% |
$1.87K - $2.03K
|
4.94K
$212K
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
92+ 73.6% |
$3.74K - $4.07K
|
217
$9.31K
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
28New |
$1.14K - $1.24K
|
28
$1.2K
|
|
Q1 2024 | |||||||
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-946Closed |
$38.3K - $42.3K
|
0
$0
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-47- 65.28% |
$1.9K - $2.1K
|
25
$1.07K
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.71KNew |
$312K - $345K
|
7.71K
$331K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.4KNew |
$784K - $865K
|
19.4K
$830K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-899- 1.42% |
$36.4K - $40.2K
|
62.2K
$2.67M
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-980- 75.91% |
$39.7K - $43.8K
|
311
$13.3K
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
6.41KNew |
$260K - $286K
|
6.41K
$275K
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1+ 0.54% |
$40.5 - $44.7
|
185
$7.93K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
63+ 0.44% |
$2.55K - $2.82K
|
14.4K
$620K
|