Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
279KNew |
$11M - $12.5M
|
279K
$13.3M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.5K+ 4.02% |
$1.36M - $1.54M
|
891K
$42.5M
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
12KNew |
$473K - $538K
|
12K
$573K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.41K+ 2.38% |
$292K - $332K
|
319K
$15.2M
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7.03K+ 3363.16% |
$277K - $315K
|
7.24K
$346K
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.45KNew |
$254K - $289K
|
6.45K
$308K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.73K+ 8.87% |
$226K - $257K
|
70.3K
$3.36M
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
5.32K+ 40.37% |
$210K - $238K
|
18.5K
$883K
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.99KNew |
$197K - $224K
|
4.99K
$238K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.63KNew |
$183K - $208K
|
4.63K
$221K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.59KNew |
$181K - $206K
|
4.59K
$219K
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
4.56KNew |
$180K - $204K
|
4.56K
$218K
|
|
Oct 24, 2024
Q3 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
4.55KNew |
$179K - $204K
|
4.55K
$217K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.16K+ 1.0% |
$164K - $186K
|
420K
$20.1M
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.46K+ 11.04% |
$137K - $155K
|
34.8K
$1.66M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.97K+ 3.4% |
$117K - $133K
|
90.3K
$4.31M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.37K+ 4.08% |
$93.3K - $106K
|
60.4K
$2.88M
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.5K+ 7.33% |
$59K - $67.1K
|
21.9K
$1.05M
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.31K+ 14.64% |
$51.6K - $58.7K
|
10.3K
$490K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.14K+ 7.72% |
$45.1K - $51.3K
|
16K
$762K
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.09K+ 2.47% |
$43K - $48.9K
|
45.2K
$2.16M
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
1.01KNew |
$39.7K - $45.2K
|
1.01K
$48.1K
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
781+ 0.75% |
$30.8K - $35K
|
105K
$5.01M
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
728+ 4.35% |
$28.7K - $32.6K
|
17.5K
$835K
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
644+ 8.69% |
$25.4K - $28.9K
|
8.05K
$385K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
616+ 26.92% |
$24.3K - $27.6K
|
2.9K
$139K
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
561New |
$22.1K - $25.1K
|
561
$26.8K
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
540+ 8.99% |
$21.3K - $24.2K
|
6.55K
$313K
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
391+ 5.69% |
$15.4K - $17.5K
|
7.26K
$347K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
378New |
$14.9K - $16.9K
|
378
$18.1K
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
331+ 5.26% |
$13.1K - $14.8K
|
6.62K
$316K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
308+ 5.19% |
$12.1K - $13.8K
|
6.24K
$298K
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
300+ 3.85% |
$11.8K - $13.4K
|
8.09K
$387K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
295+ 1.1% |
$11.6K - $13.2K
|
27K
$1.29M
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
290+ 0.63% |
$11.4K - $13K
|
46.1K
$2.2M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
279+ 2.11% |
$11K - $12.5K
|
13.5K
$646K
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
262+ 2.76% |
$10.3K - $11.7K
|
9.76K
$466K
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
250+ 2.36% |
$9.86K - $11.2K
|
10.8K
$517K
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
243+ 0.79% |
$9.58K - $10.9K
|
31.1K
$1.48M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
239+ 6.93% |
$9.42K - $10.7K
|
3.69K
$176K
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
209+ 4.02% |
$8.24K - $9.37K
|
5.41K
$258K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
163+ 7.74% |
$6.43K - $7.31K
|
2.27K
$108K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
151+ 0.16% |
$5.95K - $6.77K
|
94.7K
$4.52M
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
120+ 2.06% |
$4.73K - $5.38K
|
5.95K
$284K
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
109+ 0.51% |
$4.3K - $4.89K
|
21.4K
$1.02M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
108+ 10.02% |
$4.26K - $4.84K
|
1.19K
$56.6K
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
75+ 0.88% |
$2.96K - $3.36K
|
8.64K
$413K
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
55+ 0.7% |
$2.17K - $2.47K
|
7.88K
$376K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
43+ 0.44% |
$1.7K - $1.93K
|
9.77K
$467K
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
43+ 30.71% |
$1.7K - $1.93K
|
183
$8.74K
|