Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
130K+ 10.95% |
$3.96M - $4.46M
|
1.32M
$49.8M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
46.1K+ 470.64% |
$1.4M - $1.57M
|
55.8K
$2.11M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38.8KNew |
$1.18M - $1.33M
|
38.8K
$1.46M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36.2K+ 74.12% |
$1.1M - $1.24M
|
85.2K
$3.21M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.5K+ 2.68% |
$1.05M - $1.18M
|
1.32M
$49.8M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.5K+ 2.68% |
$1.05M - $1.18M
|
1.32M
$49.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.1K+ 7.59% |
$825K - $928K
|
384K
$14.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.8K+ 19.63% |
$814K - $915K
|
163K
$6.15M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
18.8KNew |
$570K - $642K
|
18.8K
$708K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.9KNew |
$543K - $611K
|
17.9K
$674K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
13.4KNew |
$407K - $458K
|
13.4K
$505K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.6K+ 13.54% |
$382K - $429K
|
105K
$3.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10.7KNew |
$326K - $367K
|
10.7K
$404K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.33K+ 3.48% |
$284K - $319K
|
278K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.13K+ 7.97% |
$277K - $312K
|
124K
$4.66M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.04K+ 16.93% |
$214K - $241K
|
48.6K
$1.83M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
6.8KNew |
$207K - $232K
|
6.8K
$256K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.57KNew |
$200K - $225K
|
6.57K
$248K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
6.32KNew |
$192K - $216K
|
6.32K
$238K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.2KNew |
$189K - $212K
|
6.2K
$234K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.55K+ 21.35% |
$169K - $190K
|
31.5K
$1.19M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.8K+ 13705.71% |
$146K - $164K
|
4.83K
$182K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.62K+ 1.44% |
$140K - $158K
|
324K
$12.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.38K+ 10.77% |
$133K - $150K
|
45.1K
$1.7M
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
3.48K+ 0.41% |
$106K - $119K
|
855K
$32.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.3K+ 3.43% |
$100K - $113K
|
99.5K
$3.75M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
3.01K+ 19.37% |
$91.4K - $103K
|
18.5K
$698K
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
2.66K+ 4.22% |
$80.8K - $90.9K
|
65.6K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.46K+ 17.96% |
$74.8K - $84.1K
|
16.2K
$609K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.26K+ 4.11% |
$68.6K - $77.2K
|
57.2K
$2.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.88K+ 10.55% |
$57.1K - $64.2K
|
19.7K
$742K
|
|
|
Apr 24, 2024
Q1 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.55K+ 8.98% |
$47K - $52.9K
|
18.8K
$708K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.42K+ 9.15% |
$43.2K - $48.6K
|
16.9K
$639K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
1.17K+ 4.52% |
$35.6K - $40K
|
27K
$1.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
965+ 11.79% |
$29.3K - $33K
|
9.15K
$345K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
750+ 37.5% |
$22.8K - $25.7K
|
2.75K
$104K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
720+ 2.11% |
$21.9K - $24.6K
|
34.9K
$1.32M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
700+ 5.12% |
$21.3K - $23.9K
|
14.4K
$542K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
662+ 2.38% |
$20.1K - $22.6K
|
28.4K
$1.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
636+ 5.85% |
$19.3K - $21.8K
|
11.5K
$434K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
457+ 3.22% |
$13.9K - $15.6K
|
14.6K
$552K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
349+ 5.08% |
$10.6K - $11.9K
|
7.22K
$272K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
249+ 19.84% |
$7.57K - $8.52K
|
1.5K
$56.7K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
169+ 7.49% |
$5.14K - $5.78K
|
2.42K
$91.4K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
147+ 1.73% |
$4.47K - $5.03K
|
8.62K
$325K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
67+ 0.33% |
$2.04K - $2.29K
|
20.3K
$768K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
55+ 0.3% |
$1.67K - $1.88K
|
18.2K
$687K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
33+ 0.13% |
$1K - $1.13K
|
24.5K
$924K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
20New |
$608 - $684
|
20
$754
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
13+ 3.27% |
$395 - $445
|
411
$15.5K
|