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 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-22- 0.19% |
$704 - $750
|
11.5K
$405K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-50- 3.32% |
$1.6K - $1.7K
|
1.45K
$51.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-67- 0.99% |
$2.15K - $2.28K
|
6.73K
$237K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-90- 1.45% |
$2.88K - $3.07K
|
6.11K
$216K
|
|
|
Aug 15, 2024
Q2 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-101- 18.81% |
$3.23K - $3.44K
|
436
$15.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-157- 1.82% |
$5.03K - $5.35K
|
8.47K
$299K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-187- 1.09% |
$5.99K - $6.37K
|
17K
$600K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-234- 16.32% |
$7.49K - $7.97K
|
1.2K
$42.3K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-274- 8.54% |
$8.77K - $9.34K
|
2.94K
$104K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-346- 0.62% |
$11.1K - $11.8K
|
55.5K
$1.96M
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-365- 2.5% |
$11.7K - $12.4K
|
14.3K
$503K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-367- 1.8% |
$11.8K - $12.5K
|
20K
$705K
|
|
|
Jul 15, 2024
Q2 2024
|
Trust CO
|
SELL
|
- |
-493- 4.95% |
$15.8K - $16.8K
|
9.46K
$334K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-500- 2.49% |
$16K - $17K
|
19.6K
$690K
|
|
|
Jul 15, 2024
Q2 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-898- 10.01% |
$28.8K - $30.6K
|
8.07K
$285K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-998- 13.24% |
$32K - $34K
|
6.54K
$231K
|
|
|
Nov 06, 2024
Q2 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.02K- 13.76% |
$32.7K - $34.8K
|
6.41K
$226K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.02K- 11.74% |
$32.7K - $34.8K
|
7.68K
$271K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.17K- 9.53% |
$37.4K - $39.8K
|
11.1K
$391K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.41K- 1.55% |
$45K - $47.9K
|
89.2K
$3.15M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.88K- 24.63% |
$60.2K - $64.1K
|
5.75K
$203K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.97K- 12.21% |
$63.2K - $67.2K
|
14.2K
$500K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.29K- 8.1% |
$73.4K - $78.1K
|
26K
$918K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.52K- 2.39% |
$80.7K - $85.9K
|
103K
$3.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.03K- 7.82% |
$129K - $137K
|
47.5K
$1.68M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-4.8K- 99.32% |
$154K - $164K
|
33
$1.16K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-5.22K- 11.28% |
$167K - $178K
|
41K
$1.45M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-8.57K- 6.76% |
$274K - $292K
|
118K
$4.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-8.69K- 51.3% |
$278K - $296K
|
8.25K
$291K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.99K- 25.77% |
$288K - $306K
|
25.9K
$913K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.59K- 25.29% |
$307K - $327K
|
28.3K
$999K
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.9K- 6.07% |
$317K - $337K
|
153K
$5.41M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.9K- 8.6% |
$348K - $370K
|
116K
$4.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-11.2K- 4.05% |
$360K - $383K
|
266K
$9.39M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.7K- 13.74% |
$438K - $466K
|
85.8K
$3.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-24.7K- 8.6% |
$792K - $843K
|
263K
$9.28M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-130K- 9.87% |
$4.18M - $4.44M
|
1.19M
$42M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-130K- 9.87% |
$4.18M - $4.44M
|
1.19M
$42M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-178K- 11.32% |
$5.71M - $6.08M
|
1.4M
$49.3M
|