Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
604K+ 353.15% |
$28.4M - $35.9M
|
775K
$37M
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
140KNew |
$6.6M - $8.35M
|
140K
$6.71M
|
|
|
Jan 20, 2022
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
118KNew |
$5.55M - $7.03M
|
118K
$5.64M
|
|
|
Aug 02, 2023
Q4 2021
|
Money Design Co.,Ltd.
|
BUY
|
- |
84.7K+ 253.12% |
$3.98M - $5.04M
|
118K
$5.64M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
78.1K+ 5.74% |
$3.67M - $4.64M
|
1.44M
$68.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
63.9KNew |
$3M - $3.8M
|
63.9K
$3.05M
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
45K+ 539.42% |
$2.12M - $2.68M
|
53.4K
$2.55M
|
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
37KNew |
$1.74M - $2.2M
|
37K
$1.77M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.3K+ 67.52% |
$1.42M - $1.8M
|
75.1K
$3.59M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
29.9K+ 69.41% |
$1.4M - $1.78M
|
73K
$3.49M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
28.7K+ 55.36% |
$1.35M - $1.71M
|
80.6K
$3.85M
|
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
BUY
|
- |
26K+ 5.3% |
$1.22M - $1.54M
|
515K
$24.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.7K+ 12.66% |
$1.21M - $1.53M
|
229K
$10.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.4K+ 19.71% |
$1.01M - $1.27M
|
130K
$6.22M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
13.7KNew |
$646K - $817K
|
13.7K
$656K
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
13.4K+ 145.28% |
$632K - $799K
|
22.7K
$1.08M
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
10.6KNew |
$500K - $632K
|
10.6K
$508K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.5K+ 18.39% |
$491K - $622K
|
67.3K
$3.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
10.4K+ 5.06% |
$488K - $618K
|
216K
$10.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10.1K+ 85.21% |
$475K - $601K
|
22K
$1.05M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
8.88K+ 15.47% |
$417K - $528K
|
66.2K
$3.16M
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
BUY
|
- |
8.78K+ 16.33% |
$413K - $522K
|
62.6K
$2.99M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.57KNew |
$402K - $509K
|
8.57K
$409K
|
|
|
Feb 04, 2022
Q4 2021
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
8.27KNew |
$389K - $492K
|
8.27K
$395K
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
8.18K+ 1679.67% |
$384K - $486K
|
8.67K
$414K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.02K+ 11.16% |
$377K - $477K
|
79.9K
$3.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.58KNew |
$356K - $450K
|
7.58K
$362K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.46K+ 6.02% |
$351K - $444K
|
131K
$6.27M
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7K+ 108.7% |
$329K - $416K
|
13.4K
$641K
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.8KNew |
$320K - $405K
|
6.8K
$325K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.7K+ 15.23% |
$315K - $399K
|
50.7K
$2.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.62K+ 3.62% |
$311K - $394K
|
190K
$9.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
6.42KNew |
$302K - $382K
|
6.42K
$307K
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
5.32KNew |
$250K - $316K
|
5.32K
$254K
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
5.01KNew |
$235K - $298K
|
5.01K
$239K
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
4.84KNew |
$227K - $288K
|
4.84K
$231K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.19K+ 23.29% |
$197K - $249K
|
22.2K
$1.06M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.56K+ 129.92% |
$167K - $212K
|
6.3K
$301K
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.37K+ 13.43% |
$158K - $200K
|
28.5K
$1.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.94K+ 19.74% |
$138K - $175K
|
17.8K
$851K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
2.52K+ 2.35% |
$118K - $150K
|
110K
$5.25M
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.21K+ 22.45% |
$104K - $131K
|
12.1K
$576K
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.74K+ 6.39% |
$82K - $104K
|
29K
$1.39M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
1.74K+ 73.16% |
$81.9K - $104K
|
4.12K
$197K
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.67KNew |
$78.3K - $99.1K
|
1.67K
$79.6K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.28K+ 6.3% |
$60.1K - $76.1K
|
21.6K
$1.03M
|
|
|
Jan 31, 2022
Q4 2021
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
1.22K+ 0.83% |
$57.3K - $72.5K
|
148K
$7.05M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.2K+ 26.24% |
$56.4K - $71.4K
|
5.77K
$276K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.09K+ 10.99% |
$51.3K - $64.9K
|
11K
$526K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.08K+ 12.42% |
$50.9K - $64.4K
|
9.8K
$468K
|