Latest Institutional Transactions on Nuveen Esg Mid Cap Value ETF (NUMV)
This table provides information on the latest institutional transactions involving Nuveen Esg Mid Cap Value ETF (NUMV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.23K+ 54.41% |
$42.3K - $47K
|
3.48K
$126K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.1K+ 20.84% |
$176K - $195K
|
29.5K
$1.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
535+ 2.55% |
$18.4K - $20.5K
|
21.5K
$776K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10+ 1.79% |
$345 - $383
|
570
$20.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
4.78KNew |
$165K - $183K
|
4.78K
$173K
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
7.82KNew |
$269K - $299K
|
7.82K
$282K
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-864- 1.35% |
$29.8K - $33.1K
|
63.4K
$2.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
69+ 41.82% |
$2.38K - $2.64K
|
234
$8.45K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.13K- 5.96% |
$38.9K - $43.2K
|
17.8K
$643K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.5K- 12.35% |
$51.8K - $57.5K
|
10.7K
$385K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-210- 45.06% |
$7.24K - $8.04K
|
256
$9.24K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.06K- 54.83% |
$36.4K - $40.4K
|
869
$31.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.13K- 3.6% |
$38.8K - $43.1K
|
30.1K
$1.09M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1K+ 11.32% |
$34.6K - $38.4K
|
9.86K
$356K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
88+ 1.82% |
$3.03K - $3.37K
|
4.92K
$178K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
3.75KNew |
$129K - $144K
|
3.75K
$135K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-285- 2.95% |
$9.82K - $10.9K
|
9.36K
$338K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-10- 2.43% |
$345 - $383
|
401
$14.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.67% |
$34.5 - $38.3
|
61
$2.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
108+ 0.73% |
$3.72K - $4.14K
|
14.9K
$538K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.73KNew |
$232K - $258K
|
6.73K
$243K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
117+ 0.62% |
$4.03K - $4.48K
|
19K
$686K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-434- 7.77% |
$15K - $16.6K
|
5.15K
$186K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-303- 3.08% |
$10.4K - $11.6K
|
9.53K
$344K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
226+ 0.94% |
$7.79K - $8.65K
|
24.3K
$877K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.44KNew |
$222K - $247K
|
6.44K
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.98K- 2.31% |
$206K - $229K
|
253K
$9.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
671+ 6.3% |
$23.1K - $25.7K
|
11.3K
$409K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
89+ 0.11% |
$3.07K - $3.41K
|
83.7K
$3.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
172+ 0.76% |
$5.93K - $6.59K
|
22.8K
$825K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.51K+ 4.09% |
$51.9K - $57.7K
|
38.4K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-197- 2.94% |
$6.79K - $7.54K
|
6.52K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-200- 1.35% |
$6.89K - $7.66K
|
14.6K
$527K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.51K- 32.98% |
$86.4K - $96K
|
5.09K
$184K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
42.7K+ 4.93% |
$1.47M - $1.64M
|
909K
$32.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-124- 3.48% |
$4.27K - $4.75K
|
3.44K
$124K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-221- 3.62% |
$7.62K - $8.46K
|
5.89K
$213K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
534+ 5.38% |
$18.4K - $20.4K
|
10.5K
$378K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
16New |
$551 - $613
|
16
$578
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4.32K- 7.01% |
$149K - $166K
|
57.4K
$2.07M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.17K+ 10.53% |
$38.1K - $43K
|
12.3K
$442K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-111- 45.87% |
$3.62K - $4.09K
|
131
$4.73K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-99- 1.47% |
$3.23K - $3.65K
|
6.64K
$240K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
670New |
$21.9K - $24.7K
|
670
$24.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31K+ 11.75% |
$1.01M - $1.14M
|
295K
$10.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.62K- 53.7% |
$249K - $281K
|
6.57K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.04K- 8.13% |
$230K - $259K
|
79.5K
$2.87M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.44K+ 20.24% |
$112K - $127K
|
20.5K
$738K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.94K+ 214.45% |
$161K - $182K
|
7.25K
$262K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.56K- 3.26% |
$280K - $315K
|
254K
$9.18M
|
|