Purchases and Sales Made in Q1 2022 in Nuveen Esg Mid Cap Value ETF (NUMV)
This table provides information about the institutional ownership of Nuveen Esg Mid Cap Value ETF (NUMV) during Q1 2022. The information is specifically focused on institutions that hold shares of NUVEEN ESG MID-CAP VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
439K+ 194.5% |
$15M - $16.5M
|
665K
$25.1M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
139K+ 217.01% |
$4.75M - $5.22M
|
203K
$7.66M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
73.4KNew |
$2.51M - $2.76M
|
73.4K
$2.77M
|
|
|
May 10, 2022
Q1 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
63.5KNew |
$2.17M - $2.38M
|
63.5K
$2.4M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
61.2K+ 52.29% |
$2.09M - $2.3M
|
178K
$6.73M
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
60.4KNew |
$2.07M - $2.27M
|
60.4K
$2.28M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
42.4K+ 66.38% |
$1.45M - $1.59M
|
106K
$4.01M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
39.4K+ 16.15% |
$1.35M - $1.48M
|
283K
$10.7M
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
38.9KNew |
$1.33M - $1.46M
|
38.9K
$1.47M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
34.9KNew |
$1.19M - $1.31M
|
34.9K
$1.32M
|
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
32.5K+ 23.33% |
$1.11M - $1.22M
|
172K
$6.49M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.5K+ 18.38% |
$837K - $919K
|
158K
$5.95M
|
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
24.1KNew |
$824K - $905K
|
24.1K
$910K
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
18.3K+ 3.91% |
$624K - $686K
|
486K
$18.3M
|
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
17.9K+ 97.86% |
$611K - $671K
|
36.1K
$1.36M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
14.6K+ 49.95% |
$498K - $547K
|
43.7K
$1.65M
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
14.3KNew |
$488K - $536K
|
14.3K
$539K
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.1K+ 41.76% |
$446K - $491K
|
44.4K
$1.67M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.8KNew |
$436K - $479K
|
12.8K
$481K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.9K+ 9.59% |
$372K - $409K
|
124K
$4.69M
|
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
9.33KNew |
$319K - $350K
|
9.33K
$352K
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
9.28KNew |
$317K - $348K
|
9.28K
$350K
|
|
|
Apr 08, 2022
Q1 2022
|
Trust CO
|
BUY
|
- |
9.07KNew |
$310K - $340K
|
9.07K
$342K
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.12K+ 63.67% |
$278K - $305K
|
20.9K
$788K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.75K+ 45.68% |
$265K - $291K
|
24.7K
$932K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.31K+ 36.82% |
$250K - $274K
|
27.2K
$1.02M
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
6.97KNew |
$238K - $262K
|
6.97K
$263K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
6.69K+ 55.11% |
$229K - $251K
|
18.8K
$710K
|
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
6.25KNew |
$213K - $235K
|
6.25K
$236K
|
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.18K+ 18.66% |
$211K - $232K
|
39.3K
$1.48M
|
|
|
May 11, 2022
Q1 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
5.99KNew |
$205K - $225K
|
5.99K
$226K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.39K+ 787.87% |
$184K - $202K
|
6.07K
$229K
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.14K+ 85.67% |
$176K - $193K
|
11.1K
$420K
|
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
3K+ 53.76% |
$103K - $113K
|
8.58K
$324K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.83K+ 11.12% |
$96.7K - $106K
|
28.3K
$1.07M
|
|
|
May 02, 2022
Q1 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.82K+ 280.7% |
$96.4K - $106K
|
3.83K
$144K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
2.72K+ 47.2% |
$93.1K - $102K
|
8.5K
$320K
|
|
|
May 10, 2022
Q1 2022
|
Wrapmanager Inc
|
BUY
|
- |
2.72K+ 2.4% |
$92.9K - $102K
|
116K
$4.39M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
2.68K+ 26.42% |
$91.6K - $101K
|
12.8K
$484K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.57K+ 14.92% |
$88K - $96.6K
|
19.8K
$748K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.51K+ 35.34% |
$85.6K - $94K
|
9.59K
$362K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
2.12K+ 676.43% |
$72.6K - $79.7K
|
2.44K
$92K
|
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.81K+ 17.87% |
$61.8K - $67.9K
|
11.9K
$450K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.79K+ 18.88% |
$61.2K - $67.2K
|
11.3K
$425K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.7K+ 4.23% |
$58.2K - $63.9K
|
42K
$1.58M
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
1.65KNew |
$56.3K - $61.9K
|
1.65K
$62.2K
|
|
|
Apr 26, 2022
Q1 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.54K+ 7.74% |
$52.6K - $57.8K
|
21.4K
$808K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.43K+ 4.84% |
$48.8K - $53.6K
|
30.9K
$1.17M
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.26K+ 6.31% |
$43.1K - $47.3K
|
21.2K
$801K
|
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.22K+ 7.9% |
$41.7K - $45.8K
|
16.7K
$629K
|