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 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
1.19K+ 8.1% |
$40.8K - $44.8K
|
15.9K
$601K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
959+ 13.21% |
$32.8K - $36K
|
8.22K
$310K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
903+ 4.6% |
$30.9K - $33.9K
|
20.5K
$774K
|
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
811+ 6.96% |
$27.7K - $30.4K
|
12.5K
$470K
|
|
|
May 06, 2022
Q1 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
679+ 12.25% |
$23.2K - $25.5K
|
6.22K
$235K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
669+ 3.25% |
$22.9K - $25.1K
|
21.3K
$802K
|
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
625+ 7.6% |
$21.4K - $23.5K
|
8.85K
$334K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
602+ 11.18% |
$20.6K - $22.6K
|
5.99K
$226K
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
517+ 3976.92% |
$17.7K - $19.4K
|
530
$20K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
480New |
$16.4K - $18K
|
480
$18.1K
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
370+ 3.0% |
$12.6K - $13.9K
|
12.7K
$478K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
318+ 13.3% |
$10.9K - $11.9K
|
2.71K
$102K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
298+ 2.28% |
$10.2K - $11.2K
|
13.4K
$505K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
264+ 3.33% |
$9.02K - $9.91K
|
8.18K
$309K
|
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
BUY
|
- |
152+ 0.82% |
$5.19K - $5.71K
|
18.8K
$709K
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
151+ 0.59% |
$5.16K - $5.67K
|
25.8K
$972K
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
121+ 0.64% |
$4.13K - $4.54K
|
18.9K
$712K
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
116+ 1.23% |
$3.96K - $4.35K
|
9.55K
$360K
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
61+ 35.67% |
$2.08K - $2.29K
|
232
$8.75K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
53New |
$1.81K - $1.99K
|
53
$2K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
32+ 9.82% |
$1.09K - $1.2K
|
358
$13.5K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-140Closed |
$4.78K - $5.26K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-142- 2.87% |
$4.85K - $5.33K
|
4.81K
$181K
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-586- 1.98% |
$20K - $22K
|
28.9K
$1.09M
|
|
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-586- 2.36% |
$20K - $22K
|
24.2K
$914K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.24K- 1.3% |
$42.3K - $46.4K
|
93.9K
$3.54M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.59K- 7.79% |
$54.4K - $59.7K
|
18.8K
$710K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.99K- 2.07% |
$68K - $74.7K
|
94K
$3.55M
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2K- 14.1% |
$68.4K - $75.2K
|
12.2K
$460K
|
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.07K- 0.07% |
$70.7K - $77.6K
|
2.78M
$105M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.95K- 3.46% |
$135K - $148K
|
110K
$4.16M
|
|
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-5.89KClosed |
$201K - $221K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.28K- 21.71% |
$215K - $236K
|
22.6K
$854K
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-6.97KClosed |
$238K - $262K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-16.8KClosed |
$574K - $631K
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-39.8K- 5.65% |
$1.36M - $1.5M
|
665K
$25.1M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-85.6KClosed |
$2.92M - $3.21M
|
0
$0
|