Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
263KNew |
$8.94M - $11.2M
|
263K
$12.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
71.1K+ 39.73% |
$2.41M - $3.03M
|
250K
$12.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
45.7K+ 5.81% |
$1.55M - $1.95M
|
833K
$40.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
43.1K+ 28.6% |
$1.46M - $1.84M
|
194K
$9.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
26.1K+ 151.96% |
$886K - $1.11M
|
43.3K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.4K+ 3.39% |
$591K - $743K
|
531K
$25.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
17.2KNew |
$583K - $733K
|
17.2K
$838K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.7K+ 1.7% |
$498K - $626K
|
878K
$42.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
14.2K+ 37.49% |
$481K - $604K
|
51.9K
$2.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
BUY
|
- |
11.5K+ 36.63% |
$391K - $492K
|
43K
$2.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
8.24KNew |
$280K - $352K
|
8.24K
$402K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.28K+ 13.02% |
$247K - $310K
|
63.1K
$3.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.89K+ 11.38% |
$234K - $294K
|
67.5K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.35KNew |
$216K - $271K
|
6.35K
$310K
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
6.3KNew |
$214K - $269K
|
6.3K
$307K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.1K+ 143.11% |
$207K - $260K
|
10.4K
$505K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
5.39KNew |
$183K - $230K
|
5.39K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.3KNew |
$180K - $226K
|
5.3K
$259K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.28KNew |
$179K - $225K
|
5.28K
$258K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.14KNew |
$175K - $219K
|
5.14K
$251K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.76KNew |
$162K - $203K
|
4.76K
$232K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.76KNew |
$161K - $203K
|
4.76K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.71K+ 22.91% |
$160K - $201K
|
25.3K
$1.23M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.45KNew |
$151K - $190K
|
4.45K
$217K
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
4.27K+ 35.18% |
$145K - $182K
|
16.4K
$800K
|
|
|
Jan 29, 2024
Q4 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
4.26K+ 43.26% |
$145K - $182K
|
14.1K
$688K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.17K+ 11.28% |
$142K - $178K
|
41.2K
$2.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.73KNew |
$92.8K - $117K
|
2.73K
$133K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.38K+ 5.31% |
$80.6K - $101K
|
47.1K
$2.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.21K+ 8.7% |
$75K - $94.2K
|
27.6K
$1.35M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.88K+ 35.11% |
$63.7K - $80K
|
7.22K
$352K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.54KNew |
$52.4K - $65.8K
|
1.54K
$75.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.42KNew |
$48.3K - $60.7K
|
1.42K
$69.4K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.29KNew |
$43.8K - $55.1K
|
1.29K
$63K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.18K+ 2.44% |
$40.1K - $50.4K
|
49.6K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.07K+ 5.72% |
$36.4K - $45.7K
|
19.8K
$967K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
922+ 7.26% |
$31.3K - $39.3K
|
13.6K
$665K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
858+ 2042.86% |
$29.1K - $36.6K
|
900
$43.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
790+ 8.62% |
$26.8K - $33.7K
|
9.95K
$485K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
785+ 11.0% |
$26.7K - $33.5K
|
7.92K
$387K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
759+ 6.77% |
$25.8K - $32.4K
|
12K
$584K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
500+ 44.44% |
$17K - $21.3K
|
1.63K
$79.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
450New |
$15.3K - $19.2K
|
450
$22K
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
283+ 3.28% |
$9.61K - $12.1K
|
8.92K
$435K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
239+ 1.36% |
$8.11K - $10.2K
|
17.9K
$871K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
229New |
$7.77K - $9.77K
|
229
$11.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
214New |
$7.27K - $9.13K
|
214
$10.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
194+ 2.18% |
$6.59K - $8.28K
|
9.08K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
173+ 18.15% |
$5.87K - $7.38K
|
1.13K
$54.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
BUY
|
- |
159+ 2.7% |
$5.4K - $6.78K
|
6.05K
$295K
|