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 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.03K+ 18.7% |
$35.5K - $39.4K
|
6.54K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
8+ 0.67% |
$276 - $306
|
1.21K
$44.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14.5KNew |
$500K - $555K
|
14.5K
$532K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-222- 0.84% |
$7.65K - $8.5K
|
26.1K
$958K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
7+ 1.76% |
$241 - $268
|
405
$14.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
519New |
$17.9K - $19.9K
|
519
$19K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
473New |
$16.3K - $18.1K
|
473
$17.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1K+ 114.94% |
$34.5K - $38.3K
|
1.87K
$68.6K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
884New |
$30.5K - $33.8K
|
884
$32.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-16- 0.14% |
$551 - $613
|
11.3K
$416K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10+ 1.79% |
$345 - $383
|
570
$20.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
69+ 41.82% |
$2.38K - $2.64K
|
234
$8.58K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.06K- 54.83% |
$36.4K - $40.4K
|
869
$31.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-210- 45.06% |
$7.24K - $8.04K
|
256
$9.39K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
88+ 1.82% |
$3.03K - $3.37K
|
4.92K
$180K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-10- 2.43% |
$345 - $383
|
401
$14.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.67% |
$34.5 - $38.3
|
61
$2.24K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.73KNew |
$232K - $258K
|
6.73K
$247K
|
|
|
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
$187K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
16New |
$551 - $613
|
16
$587
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-111- 45.87% |
$3.62K - $4.09K
|
131
$4.81K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-204- 2.41% |
$6.66K - $7.52K
|
8.26K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
499New |
$16.3K - $18.4K
|
499
$18.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.8KNew |
$91.3K - $103K
|
2.8K
$103K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-463- 54.92% |
$15.1K - $17.1K
|
380
$13.9K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.53K- 5.32% |
$82.6K - $93.2K
|
45K
$1.65M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-6.41KClosed |
$209K - $236K
|
0
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
465New |
$15.2K - $17.1K
|
465
$17.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.61KNew |
$52.4K - $59.2K
|
1.61K
$58.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-42- 0.66% |
$1.37K - $1.55K
|
6.28K
$230K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.3K+ 3.26% |
$434K - $489K
|
420K
$15.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.95K+ 2.99% |
$63.6K - $71.8K
|
67.2K
$2.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-69- 21.04% |
$2.25K - $2.54K
|
259
$9.5K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.41K- 1.55% |
$45K - $47.9K
|
89.2K
$3.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.51K+ 11.14% |
$113K - $120K
|
35.1K
$1.29M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-367- 1.8% |
$11.8K - $12.5K
|
20K
$733K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-998- 13.24% |
$32K - $34K
|
6.54K
$240K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.5KNew |
$176K - $187K
|
5.5K
$202K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
117New |
$3.75K - $3.99K
|
117
$4.29K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
634New |
$20.3K - $21.6K
|
634
$23.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.77KNew |
$217K - $231K
|
6.77K
$248K
|
|
| Q1 2024 | |||||||
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$346K - $390K
|
11.4K
$418K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38.8KNew |
$1.18M - $1.33M
|
38.8K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
349+ 5.08% |
$10.6K - $11.9K
|
7.22K
$265K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-43- 7.5% |
$1.31K - $1.47K
|
530
$19.4K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.47K- 45.92% |
$227K - $255K
|
8.79K
$323K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
18.8KNew |
$570K - $642K
|
18.8K
$688K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
55+ 0.3% |
$1.67K - $1.88K
|
18.2K
$668K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10.7KNew |
$326K - $367K
|
10.7K
$393K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-24- 40.68% |
$730 - $821
|
35
$1.28K
|
|