Purchases and Sales Made in Q1 2024 in Nuveen Esg Mid Cap Growth ETF (NUMG)
This table provides information about the institutional ownership of Nuveen Esg Mid Cap Growth ETF (NUMG) during Q1 2024. The information is specifically focused on institutions that hold shares of NUVEEN ESG MID-CAP GROWTH ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
86.1KNew |
$3.49M - $3.85M
|
86.1K
$4.2M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
77.8K+ 40.15% |
$3.15M - $3.48M
|
272K
$13.2M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.3K+ 51.62% |
$861K - $950K
|
62.4K
$3.05M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
20.5K+ 25.4% |
$828K - $914K
|
101K
$4.93M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.4KNew |
$784K - $865K
|
19.4K
$944K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.3K+ 212.56% |
$782K - $863K
|
28.4K
$1.38M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19K+ 2.28% |
$770K - $850K
|
852K
$41.6M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
19K+ 2.28% |
$770K - $850K
|
852K
$41.6M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
18.3K+ 8.32% |
$742K - $819K
|
239K
$11.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
14.5K+ 30.74% |
$587K - $648K
|
61.6K
$3.01M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
14.2K+ 32.03% |
$576K - $636K
|
58.7K
$2.86M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.9K+ 1.58% |
$561K - $620K
|
891K
$43.5M
|
|
|
May 20, 2024
Q1 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.6KNew |
$430K - $474K
|
10.6K
$518K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.18K+ 7.71% |
$372K - $410K
|
128K
$6.25M
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.71KNew |
$312K - $345K
|
7.71K
$376K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.24KNew |
$293K - $324K
|
7.24K
$353K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7.01K+ 3145.29% |
$284K - $313K
|
7.24K
$353K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
6.83KNew |
$277K - $305K
|
6.83K
$333K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.41K+ 1.78% |
$260K - $287K
|
367K
$17.9M
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
6.41KNew |
$260K - $286K
|
6.41K
$313K
|
|
|
May 10, 2024
Q1 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
5.55K+ 39.36% |
$225K - $248K
|
19.7K
$959K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
5.19KNew |
$210K - $232K
|
5.19K
$253K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.96KNew |
$201K - $221K
|
4.96K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.44K+ 64.16% |
$180K - $198K
|
11.4K
$554K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.94K+ 9.1% |
$159K - $176K
|
47.2K
$2.3M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.36K+ 52.96% |
$136K - $150K
|
9.71K
$474K
|
|
|
May 09, 2024
Q1 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.92K+ 6.41% |
$77.7K - $85.7K
|
31.9K
$1.55M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.81KNew |
$73.4K - $81K
|
1.81K
$88.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.48KNew |
$59.8K - $66K
|
1.48K
$72K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.47K+ 2.97% |
$59.6K - $65.8K
|
51.1K
$2.49M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.37K+ 88.66% |
$55.4K - $61.1K
|
2.91K
$142K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.26K+ 18.69% |
$51.1K - $56.4K
|
8.02K
$391K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 302.82% |
$47.8K - $52.8K
|
1.57K
$76.6K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.03K+ 3.75% |
$41.9K - $46.2K
|
28.6K
$1.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.02K+ 6.22% |
$41.3K - $45.6K
|
17.4K
$850K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
982+ 8.2% |
$39.8K - $43.9K
|
13K
$632K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
753+ 3.13% |
$30.5K - $33.7K
|
24.8K
$1.21M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
BUY
|
- |
707+ 0.76% |
$28.6K - $31.6K
|
93.4K
$4.56M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
642+ 1.12% |
$26K - $28.7K
|
57.8K
$2.82M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
573+ 4.21% |
$23.2K - $25.6K
|
14.2K
$692K
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
530+ 5.33% |
$21.5K - $23.7K
|
10.5K
$511K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
526+ 4.63% |
$21.3K - $23.5K
|
11.9K
$579K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
447+ 7.84% |
$18.1K - $20K
|
6.15K
$300K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
446+ 16.33% |
$18.1K - $19.9K
|
3.18K
$155K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
409+ 1.4% |
$16.6K - $18.3K
|
29.7K
$1.45M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
367+ 2.06% |
$14.9K - $16.4K
|
18.2K
$889K
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
329+ 3.99% |
$13.3K - $14.7K
|
8.57K
$418K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
220+ 3.33% |
$8.91K - $9.83K
|
6.83K
$333K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
163+ 0.19% |
$6.6K - $7.28K
|
86.7K
$4.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
125New |
$5.06K - $5.59K
|
125
$6.1K
|