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 |
|---|---|---|---|---|---|---|---|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
122+ 6.15% |
$4.94K - $5.45K
|
2.11K
$100K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
87+ 1.13% |
$3.52K - $3.89K
|
7.81K
$372K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
68+ 0.76% |
$2.75K - $3.04K
|
8.99K
$429K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
63+ 0.44% |
$2.55K - $2.82K
|
14.4K
$689K
|
|
|
Apr 19, 2024
Q1 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
37+ 0.75% |
$1.5K - $1.65K
|
4.99K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
3+ 0.06% |
$121 - $134
|
5.13K
$245K
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.06% |
$121 - $134
|
5.39K
$257K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2+ 0.87% |
$81 - $89.4
|
231
$11K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.03% |
$40.5 - $44.7
|
3.48K
$166K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1+ 0.54% |
$40.5 - $44.7
|
185
$8.82K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 1.58% |
$202 - $223
|
311
$14.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-27- 0.78% |
$1.09K - $1.21K
|
3.45K
$165K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-47- 65.28% |
$1.9K - $2.1K
|
25
$1.19K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-55- 1.16% |
$2.23K - $2.46K
|
4.71K
$224K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-55- 1.02% |
$2.23K - $2.46K
|
5.36K
$256K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-61- 0.71% |
$2.47K - $2.73K
|
8.59K
$410K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-75- 0.28% |
$3.04K - $3.35K
|
26.6K
$1.27M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-75- 3.53% |
$3.04K - $3.35K
|
2.05K
$97.7K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-86- 1.81% |
$3.48K - $3.84K
|
4.67K
$223K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-95- 1.57% |
$3.85K - $4.25K
|
5.95K
$284K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-140- 1.22% |
$5.67K - $6.26K
|
11.4K
$542K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-150- 6.94% |
$6.07K - $6.7K
|
2.01K
$95.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-185- 0.92% |
$7.49K - $8.27K
|
19.9K
$949K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-200- 1.69% |
$8.1K - $8.94K
|
11.6K
$554K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-258- 15.88% |
$10.4K - $11.5K
|
1.37K
$65.2K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-274- 3.46% |
$11.1K - $12.2K
|
7.65K
$365K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-354- 6.89% |
$14.3K - $15.8K
|
4.79K
$228K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-444- 4.86% |
$18K - $19.8K
|
8.69K
$415K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-522- 9.85% |
$21.1K - $23.3K
|
4.78K
$228K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-553- 8.88% |
$22.4K - $24.7K
|
5.68K
$271K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-595- 10.41% |
$24.1K - $26.6K
|
5.12K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-810- 3.21% |
$32.8K - $36.2K
|
24.4K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-899- 1.42% |
$36.4K - $40.2K
|
62.2K
$2.97M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-946Closed |
$38.3K - $42.3K
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-970- 5.56% |
$39.3K - $43.3K
|
16.5K
$786K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-980- 75.91% |
$39.7K - $43.8K
|
311
$14.8K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.12K- 4.99% |
$45.2K - $49.9K
|
21.2K
$1.01M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.69K- 23.4% |
$68.3K - $75.4K
|
5.53K
$264K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.9K- 3.88% |
$76.9K - $84.9K
|
47K
$2.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.99K- 12.59% |
$80.5K - $88.9K
|
13.8K
$659K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.2K- 3.26% |
$89K - $98.3K
|
65.3K
$3.11M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.46K- 27.89% |
$99.6K - $110K
|
6.36K
$303K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.84K- 14.34% |
$115K - $127K
|
17K
$810K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.03K- 0.47% |
$163K - $180K
|
852K
$40.7M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.05K- 26.49% |
$205K - $226K
|
14K
$669K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-6.28K- 13.4% |
$254K - $280K
|
40.6K
$1.93M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-6.43K- 96.65% |
$260K - $287K
|
223
$10.6K
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-10.7K- 4.05% |
$432K - $476K
|
253K
$12.1M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13K- 99.72% |
$527K - $582K
|
37
$1.76K
|