Purchases and Sales Made in Q1 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
509+ 2.96% |
$13.7K - $16.8K
|
17.7K
$663K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
450+ 2.4% |
$12.1K - $14.8K
|
19.2K
$717K
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
347+ 0.74% |
$9.36K - $11.4K
|
47.4K
$1.77M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
301+ 3.35% |
$8.12K - $9.91K
|
9.29K
$348K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
193+ 7.19% |
$5.21K - $6.36K
|
2.88K
$108K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
110New |
$2.97K - $3.62K
|
110
$4.12K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
83+ 0.95% |
$2.24K - $2.73K
|
8.81K
$330K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
71+ 17.53% |
$1.91K - $2.34K
|
476
$17.8K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
52+ 2.34% |
$1.4K - $1.71K
|
2.28K
$85.2K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
9New |
$243 - $296
|
9
$337
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
8+ 0.03% |
$216 - $264
|
25.8K
$964K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1+ 0.0% |
$27 - $32.9
|
34.5K
$1.29M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 2.4% |
$944 - $1.15K
|
1.42K
$53.3K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-50- 0.48% |
$1.35K - $1.65K
|
10.4K
$390K
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-51- 0.72% |
$1.38K - $1.68K
|
7.01K
$262K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-70- 3.08% |
$1.89K - $2.31K
|
2.21K
$82.5K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-72- 8.33% |
$1.94K - $2.37K
|
792
$29.6K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-100- 6.96% |
$2.7K - $3.29K
|
1.34K
$50K
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-155- 1.21% |
$4.18K - $5.11K
|
12.7K
$475K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-197- 2.06% |
$5.31K - $6.49K
|
9.37K
$351K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-237- 2.15% |
$6.39K - $7.81K
|
10.8K
$403K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-275- 0.54% |
$7.42K - $9.06K
|
50.5K
$1.89M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-405- 0.17% |
$10.9K - $13.3K
|
231K
$8.66M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-409- 1.07% |
$11K - $13.5K
|
37.7K
$1.41M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-560- 5.65% |
$15.1K - $18.4K
|
9.35K
$350K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1.41K- 5.35% |
$38.1K - $46.5K
|
24.9K
$933K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-3.18K- 3.03% |
$85.6K - $105K
|
102K
$3.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.96K- 17.56% |
$107K - $131K
|
18.6K
$696K
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-9.02K- 47.79% |
$243K - $297K
|
9.85K
$369K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-11.4K- 53.34% |
$308K - $377K
|
10K
$374K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.1K- 16.93% |
$488K - $596K
|
88.8K
$3.32M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.9K- 8.59% |
$1.83M - $2.24M
|
723K
$27.1M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-92K- 20.86% |
$2.48M - $3.03M
|
349K
$13.1M
|