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 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.81KNew |
$73.4K - $81K
|
1.81K
$77.7K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
6.83KNew |
$277K - $305K
|
6.83K
$293K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-55- 1.16% |
$2.23K - $2.46K
|
4.71K
$202K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-354- 6.89% |
$14.3K - $15.8K
|
4.79K
$205K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.48KNew |
$59.8K - $66K
|
1.48K
$63.3K
|
|
| Q4 2023 | |||||||
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.1K+ 143.11% |
$207K - $260K
|
10.4K
$444K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
12New |
$407 - $512
|
12
$515
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-43- 1.02% |
$1.46K - $1.83K
|
4.19K
$179K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.42KNew |
$48.3K - $60.7K
|
1.42K
$61K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-9.7K- 54.27% |
$329K - $414K
|
8.17K
$351K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
194+ 2.18% |
$6.59K - $8.28K
|
9.08K
$389K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-12.6K- 79.28% |
$429K - $539K
|
3.3K
$142K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
450New |
$15.3K - $19.2K
|
450
$19.3K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
17.2KNew |
$583K - $733K
|
17.2K
$737K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.85% |
$34 - $42.7
|
55
$2.36K
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.06K+ 30.35% |
$219K - $247K
|
26K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-20K- 6.8% |
$721K - $815K
|
274K
$11.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
513New |
$18.5K - $20.9K
|
513
$22K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-88- 0.11% |
$3.18K - $3.59K
|
79.9K
$3.43M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
350+ 3.06% |
$12.6K - $14.3K
|
11.8K
$506K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13+ 0.22% |
$469 - $531
|
5.85K
$251K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.04KNew |
$215K - $236K
|
6.04K
$259K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
20New |
$713 - $781
|
20
$858
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5New |
$178 - $195
|
5
$214
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-101K- 6.9% |
$3.62M - $3.96M
|
1.37M
$58.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.17K+ 4.34% |
$41.6K - $45.5K
|
28K
$1.2M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-396- 78.11% |
$13.9K - $15.9K
|
111
$4.76K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
77New |
$2.69K - $3.09K
|
77
$3.3K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
4New |
$140 - $161
|
4
$172
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
3.95K+ 93.24% |
$138K - $158K
|
8.18K
$351K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
650New |
$20.9K - $24.2K
|
650
$27.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
70.9KNew |
$2.28M - $2.63M
|
70.9K
$3.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
698New |
$22.5K - $25.9K
|
698
$29.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
26New |
$837 - $966
|
26
$1.12K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
309+ 5.17% |
$10.2K - $12.6K
|
6.28K
$269K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-11- 23.91% |
$363 - $448
|
35
$1.5K
|
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-59.4K- 88.47% |
$1.96M - $2.42M
|
7.75K
$332K
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.25K+ 0.47% |
$74.1K - $91.5K
|
480K
$20.6M
|
|
| 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
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.17KNew |
$71.1K - $96K
|
2.17K
$92.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-36.4KClosed |
$1.2M - $1.61M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-12- 42.86% |
$394 - $532
|
16
$686
|
|
|
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
$53.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-8.01KClosed |
$263K - $355K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-5.71KClosed |
$187K - $253K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.46KNew |
$48K - $64.8K
|
1.46K
$62.7K
|
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-6.49KClosed |
$213K - $288K
|
0
$0
|
|