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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
8+ 4.62% |
$243 - $274
|
181
$6.77K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 11.11% |
$152 - $171
|
50
$1.87K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1+ 0.01% |
$30.4 - $34.2
|
17.3K
$647K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2- 1.15% |
$60.8 - $68.4
|
172
$6.43K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-24- 40.68% |
$730 - $821
|
35
$1.31K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-25- 7.08% |
$760 - $855
|
328
$12.3K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-43- 7.5% |
$1.31K - $1.47K
|
530
$19.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-57- 0.81% |
$1.73K - $1.95K
|
6.95K
$260K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-62- 67.39% |
$1.88K - $2.12K
|
30
$1.12K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-84- 2.55% |
$2.55K - $2.87K
|
3.21K
$120K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-90- 0.44% |
$2.74K - $3.08K
|
20.3K
$758K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-100- 20.83% |
$3.04K - $3.42K
|
380
$14.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-118- 1.39% |
$3.59K - $4.04K
|
8.35K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-172- 0.48% |
$5.23K - $5.88K
|
35.7K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-190- 0.67% |
$5.78K - $6.5K
|
28.3K
$1.06M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-222- 1.17% |
$6.75K - $7.59K
|
18.8K
$704K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-230- 3.3% |
$6.99K - $7.87K
|
6.73K
$252K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-231- 2.27% |
$7.02K - $7.9K
|
9.96K
$372K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-274- 2.19% |
$8.33K - $9.37K
|
12.3K
$459K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-323- 2.59% |
$9.82K - $11K
|
12.1K
$454K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-551- 6.73% |
$16.8K - $18.8K
|
7.63K
$286K
|
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-570- 51.49% |
$17.3K - $19.5K
|
537
$20.1K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-690- 7.02% |
$21K - $23.6K
|
9.14K
$342K
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-713- 8.76% |
$21.7K - $24.4K
|
7.43K
$278K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-892- 3.5% |
$27.1K - $30.5K
|
24.6K
$919K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.01K- 3.37% |
$30.7K - $34.5K
|
28.9K
$1.08M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-1.4K- 6.52% |
$42.6K - $47.9K
|
20.1K
$751K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.41K- 13.97% |
$43K - $48.4K
|
8.71K
$326K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.66K- 0.67% |
$50.6K - $56.9K
|
247K
$9.25M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.78K- 0.61% |
$54K - $60.8K
|
288K
$10.8M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.55K- 25.29% |
$77.6K - $87.2K
|
7.54K
$282K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.63K- 2.78% |
$110K - $124K
|
127K
$4.74M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-4.8K- 99.28% |
$146K - $164K
|
35
$1.31K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.1K- 22.88% |
$155K - $175K
|
17.2K
$643K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.47K- 45.92% |
$227K - $255K
|
8.79K
$329K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-14.5K- 27.67% |
$441K - $496K
|
37.9K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-15.3K- 10.78% |
$464K - $522K
|
126K
$4.73M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-38.4K- 79.7% |
$1.17M - $1.31M
|
9.79K
$366K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-49.2K- 8.68% |
$1.5M - $1.68M
|
517K
$19.4M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-52.1K- 9.15% |
$1.58M - $1.78M
|
517K
$19.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-53.2K- 53.51% |
$1.62M - $1.82M
|
46.2K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-88.4K- 63.17% |
$2.69M - $3.02M
|
51.5K
$1.93M
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-535K- 25.33% |
$16.3M - $18.3M
|
1.58M
$59M
|