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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-886- 14.07% |
$36K - $39.2K
|
5.41K
$261K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10+ 4.33% |
$406 - $442
|
241
$11.6K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
99New |
$4.02K - $4.38K
|
99
$4.78K
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-5.4K- 10.4% |
$219K - $239K
|
46.5K
$2.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
220+ 1.94% |
$8.93K - $9.73K
|
11.6K
$559K
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-46- 0.92% |
$1.87K - $2.03K
|
4.94K
$239K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
92+ 73.6% |
$3.74K - $4.07K
|
217
$10.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
28New |
$1.14K - $1.24K
|
28
$1.35K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-1.75K- 97.01% |
$71K - $78.3K
|
54
$2.61K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-946Closed |
$38.3K - $42.3K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.71KNew |
$312K - $345K
|
7.71K
$372K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.4KNew |
$784K - $865K
|
19.4K
$935K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-899- 1.42% |
$36.4K - $40.2K
|
62.2K
$3.01M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-980- 75.91% |
$39.7K - $43.8K
|
311
$15K
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
6.41KNew |
$260K - $286K
|
6.41K
$310K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
63+ 0.44% |
$2.55K - $2.82K
|
14.4K
$698K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-55- 1.16% |
$2.23K - $2.46K
|
4.71K
$227K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
6.83KNew |
$277K - $305K
|
6.83K
$330K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-354- 6.89% |
$14.3K - $15.8K
|
4.79K
$231K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.48KNew |
$59.8K - $66K
|
1.48K
$71.3K
|
|
| Q4 2023 | |||||||
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.1K+ 143.11% |
$207K - $260K
|
10.4K
$500K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
12New |
$407 - $512
|
12
$580
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.42KNew |
$48.3K - $60.7K
|
1.42K
$68.7K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-9.7K- 54.27% |
$329K - $414K
|
8.17K
$395K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
194+ 2.18% |
$6.59K - $8.28K
|
9.08K
$438K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-12.6K- 79.28% |
$429K - $539K
|
3.3K
$159K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
450New |
$15.3K - $19.2K
|
450
$21.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
17.2KNew |
$583K - $733K
|
17.2K
$830K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.85% |
$34 - $42.7
|
55
$2.66K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-20K- 6.8% |
$721K - $815K
|
274K
$13.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
513New |
$18.5K - $20.9K
|
513
$24.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-88- 0.11% |
$3.18K - $3.59K
|
79.9K
$3.86M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
350+ 3.06% |
$12.6K - $14.3K
|
11.8K
$570K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13+ 0.22% |
$469 - $531
|
5.85K
$283K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.04KNew |
$215K - $236K
|
6.04K
$292K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
20New |
$713 - $781
|
20
$966
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5New |
$178 - $195
|
5
$242
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-101K- 6.9% |
$3.62M - $3.96M
|
1.37M
$66.2M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.17K+ 4.34% |
$41.6K - $45.5K
|
28K
$1.35M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-396- 78.11% |
$13.9K - $15.9K
|
111
$5.36K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
77New |
$2.69K - $3.09K
|
77
$3.72K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
4New |
$140 - $161
|
4
$193
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
3.95K+ 93.24% |
$138K - $158K
|
8.18K
$395K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
650New |
$20.9K - $24.2K
|
650
$31.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
70.9KNew |
$2.28M - $2.63M
|
70.9K
$3.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
698New |
$22.5K - $25.9K
|
698
$33.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
26New |
$837 - $966
|
26
$1.26K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
309+ 5.17% |
$10.2K - $12.6K
|
6.28K
$303K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-11- 23.91% |
$363 - $448
|
35
$1.69K
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.25K+ 0.47% |
$74.1K - $91.5K
|
480K
$23.2M
|
|