Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
78.1K+ 65.65% |
$2.22M - $2.72M
|
197K
$7.44M
|
|
|
May 31, 2023
Q3 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
51.1K+ 9.85% |
$1.45M - $1.78M
|
570K
$21.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.3K+ 24.18% |
$1.37M - $1.68M
|
248K
$9.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40.6K+ 101.68% |
$1.15M - $1.42M
|
80.5K
$3.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
40.3K+ 30.98% |
$1.14M - $1.41M
|
171K
$6.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
38.1K+ 5.4% |
$1.08M - $1.33M
|
743K
$28M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
32.3K+ 9.36% |
$916K - $1.12M
|
377K
$14.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21.6K+ 47.65% |
$614K - $754K
|
67.1K
$2.53M
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
21.3K+ 26.04% |
$605K - $743K
|
103K
$3.89M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
19K+ 12.27% |
$539K - $662K
|
174K
$6.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
18.6KNew |
$529K - $649K
|
18.6K
$702K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.5KNew |
$526K - $645K
|
18.5K
$698K
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
17.3K+ 0.66% |
$492K - $605K
|
2.63M
$99.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
16.2K+ 179.54% |
$461K - $566K
|
25.3K
$953K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.7K+ 41.42% |
$445K - $546K
|
53.5K
$2.02M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13KNew |
$368K - $452K
|
13K
$489K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
10.1KNew |
$288K - $353K
|
10.1K
$383K
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.84KNew |
$279K - $343K
|
9.84K
$371K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
9.72K+ 54.59% |
$276K - $339K
|
27.5K
$1.04M
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
8.41KNew |
$239K - $293K
|
8.41K
$317K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.35KNew |
$237K - $291K
|
8.35K
$315K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.35KNew |
$237K - $291K
|
8.35K
$315K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.89K+ 61.97% |
$224K - $275K
|
20.6K
$778K
|
|
|
Oct 12, 2022
Q3 2022
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
7.03KNew |
$200K - $245K
|
7.03K
$265K
|
|
|
Nov 03, 2022
Q3 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.58K+ 73.84% |
$187K - $229K
|
15.5K
$585K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
4.86K+ 86.87% |
$138K - $170K
|
10.5K
$395K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.81KNew |
$136K - $167K
|
4.81K
$181K
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
4.37K+ 27.33% |
$124K - $152K
|
20.4K
$768K
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.09K+ 3.25% |
$87.6K - $108K
|
98K
$3.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.87K+ 37.59% |
$81.5K - $100K
|
10.5K
$396K
|
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.77K+ 21.45% |
$78.5K - $96.4K
|
15.7K
$591K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.72K+ 10.59% |
$77.2K - $94.8K
|
28.4K
$1.07M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.32K+ 10.8% |
$65.8K - $80.7K
|
23.8K
$896K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.91K+ 1.98% |
$54.1K - $66.5K
|
98.2K
$3.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.79K+ 2.33% |
$50.8K - $62.4K
|
78.6K
$2.97M
|
|
|
Nov 06, 2024
Q3 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.65K+ 10.63% |
$46.7K - $57.3K
|
17.1K
$646K
|
|
|
Oct 28, 2022
Q3 2022
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.64K+ 18.48% |
$46.5K - $57.2K
|
10.5K
$397K
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.43K+ 7.15% |
$40.6K - $49.8K
|
21.4K
$808K
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
BUY
|
- |
1.4K+ 14.05% |
$39.6K - $48.6K
|
11.3K
$427K
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.34K+ 6.01% |
$38.1K - $46.8K
|
23.7K
$894K
|
|
|
Oct 24, 2022
Q3 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.28K+ 8.16% |
$36.2K - $44.5K
|
16.9K
$638K
|
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.26K+ 2.71% |
$35.8K - $44K
|
47.8K
$1.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.11KNew |
$31.5K - $38.7K
|
1.11K
$41.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
712+ 2.86% |
$20.2K - $24.8K
|
25.6K
$966K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
555+ 0.5% |
$15.8K - $19.3K
|
111K
$4.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
555+ 0.59% |
$15.8K - $19.3K
|
95.2K
$3.59M
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
522+ 24.16% |
$14.8K - $18.2K
|
2.68K
$101K
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
500+ 5.47% |
$14.2K - $17.4K
|
9.64K
$364K
|
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
378New |
$10.7K - $13.2K
|
378
$14.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
355+ 0.69% |
$10.1K - $12.4K
|
52K
$1.96M
|