Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
19+ 0.24% |
$771 - $840
|
7.83K
$374K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
18+ 0.19% |
$731 - $796
|
9.73K
$465K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
14New |
$568 - $619
|
14
$669
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
14+ 37.84% |
$568 - $619
|
51
$2.44K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10+ 4.33% |
$406 - $442
|
241
$11.5K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 24.14% |
$284 - $310
|
36
$1.72K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-3- 0.04% |
$122 - $133
|
8.57K
$409K
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-37- 0.71% |
$1.5K - $1.64K
|
5.16K
$246K
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-42- 0.79% |
$1.71K - $1.86K
|
5.24K
$250K
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-46- 0.92% |
$1.87K - $2.03K
|
4.94K
$236K
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-62- 6.15% |
$2.52K - $2.74K
|
946
$45.2K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-189- 9.4% |
$7.67K - $8.36K
|
1.82K
$87K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-224- 7.05% |
$9.09K - $9.91K
|
2.95K
$141K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-239- 3.12% |
$9.7K - $10.6K
|
7.41K
$354K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-252- 2.58% |
$10.2K - $11.1K
|
9.5K
$454K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-292- 5.44% |
$11.9K - $12.9K
|
5.07K
$242K
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-300- 33.33% |
$12.2K - $13.3K
|
600
$28.7K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-309- 3.85% |
$12.5K - $13.7K
|
7.71K
$368K
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-321- 3.62% |
$13K - $14.2K
|
8.54K
$408K
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-352- 6.34% |
$14.3K - $15.6K
|
5.2K
$248K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-523- 33.29% |
$21.2K - $23.1K
|
1.05K
$50.1K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-574- 4.16% |
$23.3K - $25.4K
|
13.2K
$632K
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-753- 11.85% |
$30.6K - $33.3K
|
5.6K
$268K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-798- 9.29% |
$32.4K - $35.3K
|
7.79K
$372K
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-886- 14.07% |
$36K - $39.2K
|
5.41K
$259K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1K- 4.71% |
$40.6K - $44.2K
|
20.2K
$966K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.17K- 6.44% |
$47.7K - $51.9K
|
17K
$814K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.18K- 2.51% |
$47.9K - $52.2K
|
45.8K
$2.19M
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.41K- 24.85% |
$57.2K - $62.4K
|
4.27K
$204K
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.5K- 7.07% |
$60.7K - $66.2K
|
19.7K
$940K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.83K- 62.97% |
$74.4K - $81.1K
|
1.08K
$51.5K
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.16K- 12.73% |
$87.7K - $95.5K
|
14.8K
$707K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.22K- 30.68% |
$90.2K - $98.2K
|
5.02K
$240K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.82K- 23.71% |
$114K - $125K
|
9.06K
$433K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-2.86K- 7.05% |
$116K - $126K
|
37.7K
$1.8M
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.98K- 3.19% |
$121K - $132K
|
90.4K
$4.32M
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-3.2K- 18.61% |
$130K - $142K
|
14K
$668K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.4K- 24.26% |
$138K - $150K
|
10.6K
$507K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.95K- 5.71% |
$201K - $219K
|
81.8K
$3.91M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.15K- 10.09% |
$209K - $228K
|
45.9K
$2.19M
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-5.4K- 10.4% |
$219K - $239K
|
46.5K
$2.22M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.7K- 43.97% |
$231K - $252K
|
7.26K
$347K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.13K- 4.78% |
$249K - $271K
|
122K
$5.83M
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.69K- 9.59% |
$272K - $296K
|
63.1K
$3.01M
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-7.03K- 97.11% |
$285K - $311K
|
209
$9.98K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-16.5K- 58.09% |
$669K - $729K
|
11.9K
$568K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-33.1K- 13.87% |
$1.34M - $1.46M
|
206K
$9.82M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-121K- 14.22% |
$4.9M - $5.34M
|
728K
$34.8M
|