Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
61.6KNew |
$1.97M - $2.1M
|
61.6K
$2.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49.2K+ 9.51% |
$1.58M - $1.68M
|
567K
$20M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.8K+ 11.97% |
$1.24M - $1.32M
|
363K
$12.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
23.8K+ 19.27% |
$763K - $812K
|
147K
$5.19M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.4K+ 5.84% |
$718K - $765K
|
407K
$14.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.2KNew |
$647K - $689K
|
20.2K
$712K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
20.2K+ 44.72% |
$645K - $687K
|
65.2K
$2.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
16.5K+ 6.68% |
$529K - $563K
|
264K
$9.29M
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
11.4K+ 1.33% |
$365K - $389K
|
866K
$30.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.78KNew |
$249K - $265K
|
7.78K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.06K+ 12.35% |
$226K - $241K
|
64.2K
$2.26M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.77KNew |
$217K - $231K
|
6.77K
$239K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.32KNew |
$202K - $215K
|
6.32K
$223K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.11K+ 45.65% |
$196K - $208K
|
19.5K
$686K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.08KNew |
$195K - $207K
|
6.08K
$214K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
5.81K+ 11.96% |
$186K - $198K
|
54.4K
$1.92M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.5KNew |
$176K - $187K
|
5.5K
$194K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.47K+ 83.16% |
$175K - $186K
|
12K
$424K
|
|
|
Jul 22, 2024
Q2 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.33K+ 35.68% |
$139K - $148K
|
16.5K
$580K
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.29K+ 12.02% |
$137K - $146K
|
40K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.51K+ 11.14% |
$113K - $120K
|
35.1K
$1.23M
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.85K+ 14.5% |
$91.4K - $97.2K
|
22.5K
$793K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.74K+ 32.85% |
$87.8K - $93.4K
|
11.1K
$391K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.91K+ 27.41% |
$61K - $64.9K
|
8.85K
$312K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.44K+ 1.69% |
$46K - $49K
|
86.6K
$3.05M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.4K+ 7.53% |
$44.7K - $47.5K
|
19.9K
$701K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.32K+ 4.54% |
$42.1K - $44.8K
|
30.3K
$1.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.27K+ 1.93% |
$40.6K - $43.2K
|
66.9K
$2.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
865+ 3.52% |
$27.7K - $29.5K
|
25.4K
$895K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
837+ 57.06% |
$26.8K - $28.5K
|
2.3K
$81.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
634New |
$20.3K - $21.6K
|
634
$22.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
561+ 6.72% |
$18K - $19.1K
|
8.91K
$314K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
547New |
$17.5K - $18.6K
|
547
$19.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
463+ 121.84% |
$14.8K - $15.8K
|
843
$29.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
450+ 3.13% |
$14.4K - $15.3K
|
14.8K
$522K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
294+ 1.2% |
$9.41K - $10K
|
24.8K
$874K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
267+ 2.18% |
$8.55K - $9.1K
|
12.5K
$441K
|
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
210+ 1.12% |
$6.72K - $7.16K
|
19K
$668K
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
192+ 2.1% |
$6.15K - $6.54K
|
9.34K
$329K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
133+ 0.47% |
$4.26K - $4.53K
|
28.6K
$1.01M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
117New |
$3.75K - $3.99K
|
117
$4.12K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
100+ 0.58% |
$3.2K - $3.41K
|
17.4K
$612K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
70+ 0.77% |
$2.24K - $2.39K
|
9.21K
$325K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
60New |
$1.92K - $2.04K
|
60
$2.11K
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
32+ 0.17% |
$1.02K - $1.09K
|
18.9K
$664K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
30+ 0.11% |
$961 - $1.02K
|
27.1K
$953K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
30+ 0.11% |
$961 - $1.02K
|
27.1K
$953K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18+ 36.0% |
$576 - $613
|
68
$2.39K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
8+ 16.0% |
$256 - $273
|
58
$2.04K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3+ 0.04% |
$96.1 - $102
|
6.73K
$237K
|