Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
106K+ 789.26% |
$3.14M - $3.87M
|
119K
$4.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
75.3KNew |
$2.24M - $2.76M
|
75.3K
$2.65M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
61.6K+ 21.74% |
$1.83M - $2.26M
|
345K
$12.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
45.5K+ 22.42% |
$1.35M - $1.67M
|
248K
$8.75M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.8K+ 5.99% |
$1.18M - $1.46M
|
705K
$24.8M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
39.8K+ 5.99% |
$1.18M - $1.46M
|
705K
$24.8M
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
39.2KNew |
$1.17M - $1.44M
|
39.2K
$1.38M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.4K+ 21.21% |
$993K - $1.23M
|
191K
$6.73M
|
|
|
May 31, 2023
Q2 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
32.9K+ 6.77% |
$977K - $1.21M
|
519K
$18.3M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
23.9K+ 22.48% |
$710K - $876K
|
130K
$4.59M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.7KNew |
$704K - $870K
|
23.7K
$835K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.5K+ 12.06% |
$639K - $789K
|
200K
$7.04M
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
21.4K+ 35.45% |
$636K - $786K
|
81.9K
$2.88M
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
20.3K+ 27.64% |
$602K - $744K
|
93.7K
$3.3M
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
20.2KNew |
$601K - $742K
|
20.2K
$713K
|
|
|
Aug 15, 2022
Q2 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
15.6KNew |
$465K - $574K
|
15.6K
$551K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14.6K+ 130.66% |
$432K - $534K
|
25.7K
$905K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.5K+ 49.78% |
$402K - $496K
|
40.7K
$1.43M
|
|
|
Aug 12, 2022
Q2 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
13.4K+ 21.03% |
$397K - $490K
|
76.9K
$2.71M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.8K+ 68.01% |
$380K - $469K
|
31.6K
$1.11M
|
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
10.4K+ 28.85% |
$310K - $382K
|
46.6K
$1.64M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
9.59KNew |
$285K - $352K
|
9.59K
$338K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
8.54K+ 92.03% |
$254K - $313K
|
17.8K
$627K
|
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
7.95KNew |
$236K - $292K
|
7.95K
$280K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.04KNew |
$209K - $258K
|
7.04K
$248K
|
|
|
Aug 08, 2022
Q2 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.09K+ 132.98% |
$151K - $187K
|
8.91K
$314K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.24K+ 49.94% |
$126K - $156K
|
12.7K
$449K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.33K+ 13.49% |
$99K - $122K
|
28K
$987K
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
3.16K+ 129.66% |
$93.9K - $116K
|
5.6K
$197K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.06K+ 30.17% |
$90.9K - $112K
|
13.2K
$465K
|
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.75K+ 7.06% |
$81.6K - $101K
|
41.7K
$1.47M
|
|
|
Aug 05, 2022
Q2 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2.65K+ 42.6% |
$78.7K - $97.2K
|
8.87K
$313K
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.44K+ 7.88% |
$72.4K - $89.4K
|
33.4K
$1.18M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.36K+ 2.52% |
$70.2K - $86.7K
|
96.3K
$3.39M
|
|
|
Jul 20, 2022
Q2 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
2.1K+ 24.48% |
$62.4K - $77K
|
10.7K
$376K
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.69K+ 3.86% |
$50.1K - $61.9K
|
45.4K
$1.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.59K+ 7.0% |
$47.1K - $58.2K
|
24.2K
$853K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.56K+ 25.7% |
$46.4K - $57.2K
|
7.63K
$269K
|
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.26K+ 10.09% |
$37.4K - $46.1K
|
13.7K
$484K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
BUY
|
- |
1.08K+ 12.14% |
$31.9K - $39.4K
|
9.93K
$350K
|
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
950+ 7.96% |
$28.2K - $34.8K
|
12.9K
$454K
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
929+ 4.34% |
$27.6K - $34.1K
|
22.4K
$787K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
925+ 0.98% |
$27.5K - $33.9K
|
94.9K
$3.34M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
740+ 9.05% |
$22K - $27.1K
|
8.92K
$314K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
618+ 1.57% |
$18.4K - $22.7K
|
39.9K
$1.41M
|
|
|
Aug 11, 2022
Q2 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
554+ 2.3% |
$16.5K - $20.3K
|
24.7K
$869K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
512+ 31.05% |
$15.2K - $18.8K
|
2.16K
$76.1K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
375+ 70.75% |
$11.1K - $13.8K
|
905
$31.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
324+ 5.19% |
$9.62K - $11.9K
|
6.57K
$231K
|
|
|
Aug 04, 2022
Q2 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
254+ 1.78% |
$7.54K - $9.31K
|
14.5K
$512K
|