Latest Institutional Purchases of Nuveen Esg Mid Cap Growth ETF (NUMG)
This list provides information on the latest institutional transactions involving Nuveen Esg Mid Cap Growth ETF (NUMG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
12New |
$407 - $512
|
12
$517
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.85% |
$34 - $42.7
|
55
$2.37K
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
513New |
$18.5K - $20.9K
|
513
$22.1K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
350+ 3.06% |
$12.6K - $14.3K
|
11.8K
$508K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13+ 0.22% |
$469 - $531
|
5.85K
$252K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.04KNew |
$215K - $236K
|
6.04K
$260K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.17K+ 4.34% |
$41.6K - $45.5K
|
28K
$1.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
20New |
$713 - $781
|
20
$862
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5New |
$178 - $195
|
5
$216
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
3.95K+ 93.24% |
$138K - $158K
|
8.18K
$353K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
77New |
$2.69K - $3.09K
|
77
$3.32K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
4New |
$140 - $161
|
4
$172
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
70.9KNew |
$2.28M - $2.63M
|
70.9K
$3.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
698New |
$22.5K - $25.9K
|
698
$30.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
650New |
$20.9K - $24.2K
|
650
$28K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
26New |
$837 - $966
|
26
$1.12K
|
|
| Q3 2022 | |||||||
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
2.25K+ 0.47% |
$74.1K - $91.5K
|
480K
$20.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
309+ 5.17% |
$10.2K - $12.6K
|
6.28K
$271K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.17KNew |
$71.1K - $96K
|
2.17K
$93.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.46KNew |
$48K - $64.8K
|
1.46K
$63K
|
|
|
Aug 05, 2022
Q2 2022
|
Motco
|
BUY
|
- |
1.25KNew |
$41K - $55.3K
|
1.25K
$53.8K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
90+ 20.45% |
$2.96K - $3.99K
|
530
$22.9K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.51KNew |
$59.5K - $73.5K
|
1.51K
$65.2K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
49New |
$1.93K - $2.38K
|
49
$2.11K
|
|
| Q4 2021 | |||||||
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
103+ 21.46% |
$4.84K - $6.12K
|
583
$25.1K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 20.0% |
$47 - $59.5
|
6
$259
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
BUY
|
- |
850+ 44.5% |
$41.2K - $46.7K
|
2.76K
$119K
|
|
| Q4 2020 | |||||||
|
Feb 03, 2021
Q4 2020
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
4.26KNew |
$182K - $213K
|
4.26K
$183K
|
|
|
Feb 02, 2021
Q4 2020
|
Addison Advisors LLC
|
BUY
|
- |
881New |
$37.6K - $44.1K
|
881
$38K
|
|
|
Feb 05, 2021
Q4 2020
|
Tompkins Financial Corp
|
BUY
|
- |
520New |
$22.2K - $26.1K
|
520
$22.4K
|
|