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 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6New |
$165 - $178
|
6
$224
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 1.4% |
$138 - $148
|
353
$13.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-10- 0.11% |
$275 - $296
|
9.34K
$350K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-85- 0.59% |
$2.34K - $2.52K
|
14.3K
$534K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-138- 0.74% |
$3.8K - $4.09K
|
18.5K
$691K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-277- 12.17% |
$7.62K - $8.21K
|
2K
$74.8K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-277- 12.17% |
$7.62K - $8.21K
|
2K
$74.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-294- 0.3% |
$8.09K - $8.71K
|
96.8K
$3.62M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-334- 3.61% |
$9.19K - $9.9K
|
8.92K
$334K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-418- 2.18% |
$11.5K - $12.4K
|
18.8K
$702K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-520- 0.45% |
$14.3K - $15.4K
|
116K
$4.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-630- 4.97% |
$17.3K - $18.7K
|
12.1K
$451K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-656- 1.61% |
$18.1K - $19.4K
|
40.1K
$1.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-657- 3.57% |
$18.1K - $19.5K
|
17.8K
$664K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-891- 4.7% |
$24.5K - $26.4K
|
18.1K
$676K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-981- 1.62% |
$27K - $29.1K
|
59.8K
$2.24M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.17K- 4.55% |
$32.3K - $34.8K
|
24.6K
$920K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.27K- 95.06% |
$35K - $37.6K
|
66
$2.47K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.37K- 15.56% |
$37.7K - $40.6K
|
7.44K
$278K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-1.51K- 16.24% |
$41.5K - $44.7K
|
7.78K
$291K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.82K- 6.06% |
$50.1K - $53.9K
|
28.2K
$1.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.95K- 1.7% |
$81.2K - $87.5K
|
171K
$6.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.12K- 14.02% |
$85.8K - $92.4K
|
19.1K
$715K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.6K- 18.99% |
$99.2K - $107K
|
15.4K
$575K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.75K- 21.57% |
$103K - $111K
|
13.6K
$510K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-5.66K- 52.62% |
$156K - $168K
|
5.1K
$191K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.21K- 36.15% |
$198K - $213K
|
12.7K
$476K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8.12K- 33.14% |
$223K - $241K
|
16.4K
$613K
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-12.4K- 24.54% |
$341K - $367K
|
38.1K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-13.5K- 41.05% |
$371K - $400K
|
19.4K
$724K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-22.4K- 71.03% |
$617K - $664K
|
9.14K
$342K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-43.9K- 49.4% |
$1.21M - $1.3M
|
45K
$1.68M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50.3K- 79.46% |
$1.38M - $1.49M
|
13K
$486K
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-64.9K- 73.36% |
$1.79M - $1.92M
|
23.6K
$882K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-165K- 6.26% |
$4.55M - $4.89M
|
2.47M
$92.5M
|