Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
495K+ 68.41% |
$13.6M - $14.7M
|
1.22M
$42.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
93.9K+ 13.47% |
$2.58M - $2.78M
|
791K
$27.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
49.9K+ 22.18% |
$1.37M - $1.48M
|
275K
$9.69M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
34K+ 52.22% |
$935K - $1.01M
|
99.1K
$3.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
29.4K+ 14.46% |
$809K - $871K
|
233K
$8.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
25.4KNew |
$699K - $752K
|
25.4K
$894K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
24.8KNew |
$683K - $736K
|
24.8K
$875K
|
|
|
Jul 28, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
23.2KNew |
$638K - $687K
|
23.2K
$816K
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18.1K+ 24.7% |
$497K - $536K
|
91.3K
$3.21M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
16.8K+ 63.88% |
$464K - $499K
|
43.2K
$1.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
15.7K+ 4.5% |
$432K - $465K
|
365K
$12.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.3K+ 18.17% |
$393K - $423K
|
92.9K
$3.27M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.3K+ 4.21% |
$367K - $395K
|
330K
$11.6M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.7K+ 12.44% |
$323K - $348K
|
106K
$3.74M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11.5K+ 212.04% |
$317K - $342K
|
17K
$598K
|
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
9.24KNew |
$254K - $274K
|
9.24K
$325K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.09K+ 7.15% |
$250K - $269K
|
136K
$4.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
8.53K+ 81.79% |
$235K - $253K
|
19K
$668K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
7.63KNew |
$210K - $226K
|
7.63K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.08K+ 3.06% |
$195K - $210K
|
239K
$8.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6K+ 17.88% |
$165K - $178K
|
39.5K
$1.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
BUY
|
- |
5.58K+ 5.48% |
$153K - $165K
|
107K
$3.78M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.43K+ 10.0% |
$149K - $161K
|
59.7K
$2.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.19K+ 23.16% |
$143K - $154K
|
27.6K
$973K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.09K+ 20.12% |
$140K - $151K
|
30.4K
$1.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.07K+ 8.59% |
$139K - $150K
|
64K
$2.26M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
4.95K+ 35.38% |
$136K - $147K
|
19K
$668K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
3.44K+ 4.25% |
$94.6K - $102K
|
84.3K
$2.97M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.08K+ 12.18% |
$84.8K - $91.3K
|
28.4K
$1M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.91K+ 0.53% |
$80.2K - $86.3K
|
557K
$19.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.84K+ 21.03% |
$78.2K - $84.2K
|
16.3K
$576K
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.71K+ 5.71% |
$74.5K - $80.2K
|
50.1K
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.51K+ 25.27% |
$69.1K - $74.4K
|
12.5K
$439K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
1.89K+ 5.74% |
$51.9K - $55.9K
|
34.8K
$1.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
1.49K+ 15.16% |
$41.1K - $44.3K
|
11.3K
$400K
|
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.35K+ 15.14% |
$37K - $39.9K
|
10.2K
$360K
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.33K+ 8.51% |
$36.5K - $39.3K
|
16.9K
$596K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.24K+ 4.97% |
$34.1K - $36.7K
|
26.2K
$922K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.21K+ 5.18% |
$33.4K - $35.9K
|
24.6K
$867K
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
1.18K+ 16.41% |
$32.6K - $35.1K
|
8.39K
$296K
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
800+ 6.6% |
$22K - $23.7K
|
12.9K
$455K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
628New |
$17.3K - $18.6K
|
628
$22.1K
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO
|
BUY
|
- |
602+ 6.42% |
$16.6K - $17.8K
|
9.97K
$351K
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
475+ 2.15% |
$13.1K - $14.1K
|
22.6K
$796K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
407+ 4.9% |
$11.2K - $12.1K
|
8.71K
$307K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
278+ 0.81% |
$7.65K - $8.24K
|
34.7K
$1.22M
|
|
|
Aug 04, 2023
Q2 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
261+ 0.78% |
$7.18K - $7.73K
|
33.7K
$1.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
135+ 1.77% |
$3.72K - $4K
|
7.78K
$274K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
55+ 0.78% |
$1.51K - $1.63K
|
7.07K
$249K
|
|
|
Nov 06, 2024
Q2 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
34+ 0.19% |
$936 - $1.01K
|
17.7K
$625K
|