Latest Institutional Purchases of Nuveen Esg Mid Cap Value ETF (NUMV)
This list provides information on the latest institutional transactions involving Nuveen Esg Mid Cap Value ETF (NUMV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
11KNew |
$313K - $364K
|
11K
$382K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.75KNew |
$249K - $290K
|
8.75K
$304K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
5KNew |
$142K - $166K
|
5K
$174K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.17K+ 67.28% |
$33.3K - $38.7K
|
2.91K
$101K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
391+ 122.96% |
$11.1K - $12.9K
|
709
$24.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
40New |
$1.14K - $1.32K
|
40
$1.39K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1New |
$28.4 - $33.1
|
1
$34.8
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 14.29% |
$28.4 - $33.1
|
8
$278
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
16.2K+ 179.54% |
$461K - $566K
|
25.3K
$879K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.35KNew |
$237K - $291K
|
8.35K
$290K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.35KNew |
$237K - $291K
|
8.35K
$290K
|
|
|
Oct 24, 2022
Q3 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.28K+ 8.16% |
$36.2K - $44.5K
|
16.9K
$588K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.11KNew |
$31.5K - $38.7K
|
1.11K
$38.6K
|
|
| Q2 2022 | |||||||
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
39.2KNew |
$1.17M - $1.44M
|
39.2K
$1.36M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
20.2KNew |
$601K - $742K
|
20.2K
$704K
|
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
7.95KNew |
$236K - $292K
|
7.95K
$276K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.04KNew |
$209K - $258K
|
7.04K
$245K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
375+ 70.75% |
$11.1K - $13.8K
|
905
$31.5K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
48+ 90.57% |
$1.43K - $1.76K
|
101
$3.51K
|
|
| Q1 2022 | |||||||
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.12K+ 63.67% |
$278K - $305K
|
20.9K
$726K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.83K+ 11.12% |
$96.7K - $106K
|
28.3K
$983K
|
|
| Q3 2021 | |||||||
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.38KNew |
$83K - $89.9K
|
2.38K
$82.6K
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Stokes Family Office, LLC
|
BUY
|
- |
7.18KNew |
$182K - $217K
|
7.18K
$249K
|
|
| Q3 2020 | |||||||
|
Sep 07, 2021
Q3 2020
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500New |
$11.6K - $13.3K
|
500
$17.4K
|
|