Purchases and Sales Made in Q4 2022 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 2022. 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 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
344K+ 369.84% |
$11.1M - $12.8M
|
437K
$21.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
175K+ 20.98% |
$5.65M - $6.51M
|
1.01M
$49.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.3K+ 36.18% |
$2.3M - $2.65M
|
268K
$13.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
70.9KNew |
$2.28M - $2.63M
|
70.9K
$3.46M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
66.7K+ 69.37% |
$2.15M - $2.48M
|
163K
$7.94M
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
56.1K+ 53.25% |
$1.81M - $2.08M
|
161K
$7.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
52.4K+ 28.38% |
$1.69M - $1.95M
|
237K
$11.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.6K+ 14.85% |
$1.21M - $1.4M
|
291K
$14.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
22.4K+ 64.31% |
$720K - $831K
|
57.1K
$2.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
22.2K+ 14.11% |
$717K - $827K
|
180K
$8.77M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
20.8K+ 1.23% |
$669K - $772K
|
1.71M
$83.6M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
16.2KNew |
$522K - $602K
|
16.2K
$790K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
15.7KNew |
$507K - $585K
|
15.7K
$768K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.4K+ 20.17% |
$496K - $572K
|
91.7K
$4.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.6K+ 271.53% |
$439K - $507K
|
18.7K
$911K
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
11.4KNew |
$369K - $425K
|
11.4K
$558K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
10.2K+ 72.86% |
$328K - $378K
|
24.1K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10K+ 104.08% |
$322K - $372K
|
19.6K
$957K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.61K+ 1.55% |
$309K - $357K
|
630K
$30.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
8.99K+ 8.91% |
$289K - $334K
|
110K
$5.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.36K+ 52.65% |
$269K - $311K
|
24.2K
$1.18M
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
7.65KNew |
$246K - $284K
|
7.65K
$373K
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
7.19KNew |
$231K - $267K
|
7.19K
$351K
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
6.58KNew |
$212K - $244K
|
6.58K
$321K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.07KNew |
$196K - $226K
|
6.07K
$296K
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
BUY
|
- |
5.89K+ 54.79% |
$190K - $219K
|
16.6K
$812K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.8K+ 51.92% |
$187K - $216K
|
17K
$828K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
5.8KNew |
$187K - $215K
|
5.8K
$283K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.6K+ 5.12% |
$148K - $171K
|
94.5K
$4.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.5K+ 6.15% |
$145K - $167K
|
77.6K
$3.78M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.98KNew |
$128K - $148K
|
3.98K
$194K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.1K+ 45.39% |
$99.9K - $115K
|
9.93K
$485K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.82K+ 12.47% |
$91K - $105K
|
25.5K
$1.24M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
2.69K+ 22.54% |
$86.5K - $99.8K
|
14.6K
$712K
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.58K+ 33.52% |
$83.1K - $95.9K
|
10.3K
$501K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.1K+ 24.19% |
$67.5K - $77.9K
|
10.8K
$525K
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.9K+ 27.22% |
$61.2K - $70.6K
|
8.88K
$433K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.81KNew |
$58.3K - $67.3K
|
1.81K
$88.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.49K+ 3.99% |
$47.9K - $55.3K
|
38.8K
$1.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.2K+ 6.07% |
$38.7K - $44.7K
|
21K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.18K+ 6.69% |
$37.9K - $43.7K
|
18.7K
$915K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1K+ 2.35% |
$32.2K - $37.2K
|
43.6K
$2.13M
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
795+ 9.04% |
$25.6K - $29.6K
|
9.59K
$468K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
785+ 1.9% |
$25.3K - $29.2K
|
42.1K
$2.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
698New |
$22.5K - $25.9K
|
698
$34.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
650New |
$20.9K - $24.2K
|
650
$31.7K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
555+ 12.85% |
$17.9K - $20.6K
|
4.87K
$238K
|
|
|
Jan 17, 2023
Q4 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
492+ 5.26% |
$15.8K - $18.3K
|
9.84K
$480K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
458+ 7.33% |
$14.8K - $17K
|
6.71K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
426+ 5.03% |
$13.7K - $15.8K
|
8.89K
$434K
|