Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
211+ 1.34% |
$7.62K - $8.61K
|
15.9K
$778K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
133New |
$4.8K - $5.43K
|
133
$6.49K
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
89+ 1.17% |
$3.21K - $3.63K
|
7.71K
$376K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
46+ 0.87% |
$1.66K - $1.88K
|
5.34K
$261K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
14+ 0.12% |
$505 - $571
|
11.6K
$568K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13+ 0.22% |
$469 - $531
|
5.85K
$285K
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
8+ 0.01% |
$289 - $326
|
71.2K
$3.47M
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2- 0.01% |
$72.2 - $81.6
|
15.4K
$750K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-4- 1.25% |
$144 - $163
|
316
$15.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-30- 0.39% |
$1.08K - $1.22K
|
7.59K
$370K
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-45- 0.67% |
$1.62K - $1.84K
|
6.72K
$328K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-46- 0.76% |
$1.66K - $1.88K
|
5.98K
$292K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-57- 8.01% |
$2.06K - $2.33K
|
655
$32K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-88- 0.11% |
$3.18K - $3.59K
|
79.9K
$3.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-101- 1.12% |
$3.65K - $4.12K
|
8.88K
$433K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-150- 6.4% |
$5.42K - $6.12K
|
2.19K
$107K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-153- 2.52% |
$5.52K - $6.24K
|
5.93K
$289K
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-262- 4.26% |
$9.46K - $10.7K
|
5.89K
$287K
|
|
|
Oct 23, 2023
Q3 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-333- 1.58% |
$12K - $13.6K
|
20.8K
$1.01M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-347- 0.39% |
$12.5K - $14.2K
|
88.3K
$4.31M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-370- 3.5% |
$13.4K - $15.1K
|
10.2K
$498K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-384- 6.48% |
$13.9K - $15.7K
|
5.55K
$271K
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.03K- 3.29% |
$37.1K - $42K
|
30.2K
$1.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.13K- 5.59% |
$40.9K - $46.2K
|
19.1K
$933K
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.3K- 13.12% |
$47.1K - $53.2K
|
8.64K
$421K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.33K- 10.63% |
$48.1K - $54.4K
|
11.2K
$547K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.42K- 3.08% |
$51.3K - $58K
|
44.8K
$2.18M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.57K- 21.43% |
$56.8K - $64.2K
|
5.77K
$281K
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-1.85K- 1.41% |
$66.6K - $75.3K
|
129K
$6.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.91K- 7.12% |
$68.9K - $77.9K
|
24.9K
$1.21M
|
|
|
Oct 30, 2023
Q3 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-2.01K- 6.0% |
$72.5K - $81.9K
|
31.5K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.38K- 26.41% |
$85.8K - $97K
|
6.63K
$323K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.71K- 5.74% |
$97.7K - $110K
|
44.5K
$2.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.77K- 98.13% |
$136K - $154K
|
72
$3.51K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.85K- 32.24% |
$139K - $157K
|
8.1K
$395K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.46K- 41.47% |
$161K - $182K
|
6.3K
$307K
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.77K- 3.12% |
$208K - $235K
|
179K
$8.73M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.55K- 0.95% |
$273K - $308K
|
788K
$38.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-8.07K- 7.32% |
$291K - $329K
|
102K
$4.99M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.19K- 13.17% |
$332K - $375K
|
60.6K
$2.96M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-12.7K- 67.13% |
$458K - $518K
|
6.22K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-20K- 6.8% |
$721K - $815K
|
274K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-36.7K- 49.77% |
$1.32M - $1.5M
|
37K
$1.81M
|