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 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
20New |
$713 - $781
|
20
$1.01K
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5New |
$178 - $195
|
5
$253
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-101K- 6.9% |
$3.62M - $3.96M
|
1.37M
$69.4M
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.17K+ 4.34% |
$41.6K - $45.5K
|
28K
$1.42M
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-396- 78.11% |
$13.9K - $15.9K
|
111
$5.62K
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
77New |
$2.69K - $3.09K
|
77
$3.9K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
4New |
$140 - $161
|
4
$203
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
3.95K+ 93.24% |
$138K - $158K
|
8.18K
$414K
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
650New |
$20.9K - $24.2K
|
650
$32.9K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
70.9KNew |
$2.28M - $2.63M
|
70.9K
$3.59M
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
698New |
$22.5K - $25.9K
|
698
$35.3K
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
15.7KNew |
$507K - $585K
|
15.7K
$797K
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
26New |
$837 - $966
|
26
$1.32K
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
309+ 5.17% |
$10.2K - $12.6K
|
6.28K
$318K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-11- 23.91% |
$363 - $448
|
35
$1.77K
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-59.4K- 88.47% |
$1.96M - $2.42M
|
7.75K
$392K
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.25K+ 0.47% |
$74.1K - $91.5K
|
480K
$24.3M
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-108Closed |
$3.55K - $4.79K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-13Closed |
$427 - $577
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-12- 42.86% |
$394 - $532
|
16
$810
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.17KNew |
$71.1K - $96K
|
2.17K
$110K
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-36.4KClosed |
$1.2M - $1.61M
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10.2KClosed |
$336K - $454K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-4.76KClosed |
$156K - $211K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
1.25KNew |
$41K - $55.3K
|
1.25K
$63.2K
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-5.71KClosed |
$187K - $253K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-8.01KClosed |
$263K - $355K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.46KNew |
$48K - $64.8K
|
1.46K
$74K
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-6.49KClosed |
$213K - $288K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.13KClosed |
$37.2K - $50.2K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-6.69KClosed |
$220K - $296K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
SELL
|
- |
-222Closed |
$7.29K - $9.85K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-800Closed |
$26.3K - $35.5K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
90+ 20.45% |
$2.96K - $3.99K
|
530
$26.8K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-176- 42.62% |
$5.78K - $7.81K
|
237
$12K
|
|
Q1 2022 | |||||||
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.67KClosed |
$65.6K - $81.1K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.79KClosed |
$386K - $477K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-765Closed |
$30.1K - $37.2K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.7KClosed |
$541K - $669K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
49New |
$1.93K - $2.38K
|
49
$2.48K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-150Closed |
$5.91K - $7.3K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.51KNew |
$59.5K - $73.5K
|
1.51K
$76.5K
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-200- 57.14% |
$7.88K - $9.73K
|
150
$7.59K
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-10.6KClosed |
$419K - $518K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-150- 42.86% |
$5.91K - $7.3K
|
200
$10.1K
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-140K- 99.93% |
$5.53M - $6.83M
|
93
$4.71K
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-44KClosed |
$1.73M - $2.14M
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-76.1KClosed |
$3M - $3.7M
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-69Closed |
$3.24K - $4.1K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-4.23KClosed |
$199K - $252K
|
0
$0
|