Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
268+ 3.07% |
$9.56K - $10.5K
|
8.98K
$438K
|
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
252+ 1.53% |
$8.99K - $9.84K
|
16.7K
$814K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
236New |
$8.42K - $9.21K
|
236
$11.5K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
155+ 2.21% |
$5.53K - $6.05K
|
7.18K
$350K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
105+ 0.15% |
$3.74K - $4.1K
|
71.2K
$3.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
103+ 1.18% |
$3.67K - $4.02K
|
8.83K
$431K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
20New |
$713 - $781
|
20
$976
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
14+ 0.24% |
$499 - $546
|
5.84K
$285K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
8+ 0.26% |
$285 - $312
|
3.04K
$148K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5New |
$178 - $195
|
5
$244
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2+ 0.03% |
$71.3 - $78.1
|
6.76K
$330K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4- 0.05% |
$143 - $156
|
7.34K
$358K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-7- 0.11% |
$250 - $273
|
6.08K
$297K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-75- 3.1% |
$2.67K - $2.93K
|
2.34K
$114K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
SELL
|
- |
-185- 2.92% |
$6.6K - $7.22K
|
6.15K
$300K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-216- 0.89% |
$7.7K - $8.43K
|
24K
$1.17M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-545- 2.44% |
$19.4K - $21.3K
|
21.8K
$1.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-552- 5.78% |
$19.7K - $21.5K
|
9.01K
$439K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-614- 2.96% |
$21.9K - $24K
|
20.1K
$982K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-614- 3.45% |
$21.9K - $24K
|
17.2K
$839K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-715- 5.74% |
$25.5K - $27.9K
|
11.7K
$573K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-721- 0.91% |
$25.7K - $28.1K
|
78.8K
$3.84M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-736- 65.36% |
$26.2K - $28.7K
|
390
$19K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-772- 11.99% |
$27.5K - $30.1K
|
5.67K
$277K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-840- 7.24% |
$30K - $32.8K
|
10.8K
$525K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.54K- 12.69% |
$54.8K - $60K
|
10.6K
$516K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.57K- 2.22% |
$56.1K - $61.4K
|
69.1K
$3.37M
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.92K- 16.21% |
$68.6K - $75.1K
|
9.94K
$485K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-2.79K- 75.63% |
$99.6K - $109K
|
900
$43.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.18K- 45.24% |
$113K - $124K
|
3.85K
$188K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.19K- 31.91% |
$114K - $124K
|
6.8K
$332K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-4.43K- 5.25% |
$158K - $173K
|
80K
$3.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.06K- 2.67% |
$181K - $198K
|
185K
$9.02M
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-6.99K- 5.08% |
$249K - $273K
|
131K
$6.37M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.27K- 34.31% |
$259K - $284K
|
13.9K
$679K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.52K- 3.17% |
$268K - $294K
|
230K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-10.8K- 25.75% |
$387K - $423K
|
31.3K
$1.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-35.7K- 56.21% |
$1.27M - $1.39M
|
27.8K
$1.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-101K- 6.9% |
$3.62M - $3.96M
|
1.37M
$66.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-144K- 21.48% |
$5.13M - $5.62M
|
526K
$25.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-165K- 35.96% |
$5.89M - $6.44M
|
294K
$14.3M
|