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 |
---|---|---|---|---|---|---|---|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.27K+ 1.93% |
$40.6K - $43.2K
|
66.9K
$2.43M
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-365- 2.5% |
$11.7K - $12.4K
|
14.3K
$519K
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
547New |
$17.5K - $18.6K
|
547
$19.9K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
267+ 2.18% |
$8.55K - $9.1K
|
12.5K
$456K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.4K+ 7.53% |
$44.7K - $47.5K
|
19.9K
$725K
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.32K+ 4.54% |
$42.1K - $44.8K
|
30.3K
$1.1M
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
30+ 0.11% |
$961 - $1.02K
|
27.1K
$985K
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-5.22K- 11.28% |
$167K - $178K
|
41K
$1.49M
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-178K- 11.32% |
$5.71M - $6.08M
|
1.4M
$50.9M
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.9K- 6.07% |
$317K - $337K
|
153K
$5.58M
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.5KNew |
$176K - $187K
|
5.5K
$200K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.02K- 11.74% |
$32.7K - $34.8K
|
7.68K
$280K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-50- 3.32% |
$1.6K - $1.7K
|
1.45K
$52.9K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
117New |
$3.75K - $3.99K
|
117
$4.26K
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.88K- 24.63% |
$60.2K - $64.1K
|
5.75K
$209K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.32KNew |
$202K - $215K
|
6.32K
$230K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-4.8K- 99.32% |
$154K - $164K
|
33
$1.2K
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
294+ 1.2% |
$9.41K - $10K
|
24.8K
$903K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 16.0% |
$256 - $273
|
58
$2.11K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.91K+ 27.41% |
$61K - $64.9K
|
8.85K
$322K
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.33K+ 35.68% |
$139K - $148K
|
16.5K
$600K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.4K+ 5.84% |
$718K - $765K
|
407K
$14.8M
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.85K+ 14.5% |
$91.4K - $97.2K
|
22.5K
$820K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.2K+ 44.72% |
$645K - $687K
|
65.2K
$2.37M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
60New |
$1.92K - $2.04K
|
60
$2.18K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
634New |
$20.3K - $21.6K
|
634
$23.1K
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
192+ 2.1% |
$6.15K - $6.54K
|
9.34K
$340K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.78KNew |
$249K - $265K
|
7.78K
$283K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.7K- 13.74% |
$438K - $466K
|
85.8K
$3.12M
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-898- 10.01% |
$28.8K - $30.6K
|
8.07K
$294K
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.77KNew |
$217K - $231K
|
6.77K
$247K
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-67- 0.99% |
$2.15K - $2.28K
|
6.73K
$245K
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18+ 36.0% |
$576 - $613
|
68
$2.48K
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
32+ 0.17% |
$1.02K - $1.09K
|
18.9K
$687K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.5K+ 2.68% |
$1.05M - $1.18M
|
1.32M
$48.1M
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-62- 67.39% |
$1.88K - $2.12K
|
30
$1.09K
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.9KNew |
$543K - $611K
|
17.9K
$651K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-43- 7.5% |
$1.31K - $1.47K
|
530
$19.3K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
349+ 5.08% |
$10.6K - $11.9K
|
7.22K
$263K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38.8KNew |
$1.18M - $1.33M
|
38.8K
$1.41M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
750+ 37.5% |
$22.8K - $25.7K
|
2.75K
$100K
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
13+ 3.27% |
$395 - $445
|
411
$15K
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
8+ 4.62% |
$243 - $274
|
181
$6.59K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.47K- 45.92% |
$227K - $255K
|
8.79K
$320K
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
20New |
$608 - $684
|
20
$728
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
18.8KNew |
$570K - $642K
|
18.8K
$683K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-90- 0.44% |
$2.74K - $3.08K
|
20.3K
$737K
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
55+ 0.3% |
$1.67K - $1.88K
|
18.2K
$663K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2- 1.15% |
$60.8 - $68.4
|
172
$6.26K
|