Purchases and Sales Made in Q3 2023 in Nuveen Esg Mid Cap Value ETF (NUMV)

NUMV Quotes by TradingView

This table provides information about the institutional ownership of Nuveen Esg Mid Cap Value ETF (NUMV) during Q3 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
Oct 27, 2023 Q3 2023
Tiaa Trust, National Association

Charlotte, NC
BUY
 -
2.39M
New
$67.7M - $73.8M
2.39M $84.3M
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
33.2K
+ 28.6%
$939K - $1.02M
149K $5.26M
Oct 24, 2023 Q3 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
31.3K
+ 11.37%
$885K - $965K
306K $10.8M
Nov 13, 2023 Q3 2023
Abacus Wealth Partners, LLC

Santa Monica, CA
BUY
 -
26.2K
+ 3.31%
$740K - $807K
817K $28.8M
Nov 14, 2023 Q3 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
23.6K
+ 36.78%
$666K - $726K
87.6K $3.08M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
15.5K
+ 4.7%
$439K - $479K
346K $12.2M
Nov 02, 2023 Q3 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
11K
+ 4.71%
$310K - $338K
244K $8.58M
Oct 31, 2023 Q3 2023
Allworth Financial LP

BUY
 -
9.46K
New
$267K - $292K
9.46K $333K
Apr 30, 2024 Q3 2023
Concord Wealth Partners

BUY
 -
7.89K
+ 77.95%
$223K - $243K
18K $634K
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
7.85K
+ 19.58%
$222K - $242K
47.9K $1.69M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

BUY
 -
6.92K
+ 6.51%
$196K - $213K
113K $3.98M
Nov 22, 2023 Q3 2023
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
5.96K
New
$169K - $184K
5.96K $210K
Dec 12, 2024 Q3 2023
Heritage Wealth Advisors

BUY
 -
5.87K
+ 30.96%
$166K - $181K
24.8K $875K
Nov 08, 2023 Q3 2023
Heritage Wealth Advisors

BUY
 -
5.87K
+ 30.96%
$166K - $181K
24.8K $875K
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
4.54K
+ 18.45%
$128K - $140K
29.1K $1.03M
Nov 14, 2023 Q3 2023
Jones Financial Companies Lllp

BUY
 -
3.45K
+ 11.34%
$97.6K - $106K
33.9K $1.19M
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
3.4K
New
$96K - $105K
3.4K $120K
Oct 30, 2023 Q3 2023
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
2.92K
+ 2.94%
$82.5K - $89.9K
102K $3.59M
Nov 02, 2023 Q3 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
2.14K
+ 7.73%
$60.4K - $65.9K
29.8K $1.05M
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.11K
+ 13.7%
$59.6K - $64.9K
17.5K $616K
Oct 10, 2023 Q3 2023
Revolve Wealth Partners, LLC

BUY
 -
1.69K
+ 16.54%
$47.8K - $52.2K
11.9K $420K
Nov 07, 2023 Q3 2023
Addison Advisors LLC

BUY
 -
1.63K
+ 11.43%
$46.1K - $50.3K
15.9K $560K
Nov 14, 2023 Q3 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.55K
+ 6.3%
$43.9K - $47.9K
26.2K $922K
Nov 14, 2023 Q3 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
1.3K
+ 2.88%
$36.6K - $39.9K
46.2K $1.63M
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
1.08K
+ 2.74%
$30.6K - $33.4K
40.6K $1.43M
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
851
+ 5.01%
$24.1K - $26.2K
17.8K $628K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
822
+ 1.38%
$23.2K - $25.4K
60.6K $2.13M
Nov 07, 2023 Q3 2023
Fingerlakes Wealth Management, Inc.

BUY
 -
798
+ 4.72%
$22.6K - $24.6K
17.7K $624K
Oct 05, 2023 Q3 2023
Falcon Wealth Planning

BUY
 -
614
+ 6.65%
$17.4K - $18.9K
9.85K $347K
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
581
+ 3.1%
$16.4K - $17.9K
19.3K $681K
Nov 15, 2023 Q3 2023
First Foundation Advisors

Irvine, CA
BUY
 -
565
+ 6.49%
$16K - $17.4K
9.27K $327K
Oct 18, 2023 Q3 2023
Umb Bank, N.A.

BUY
 -
554
+ 7.12%
$15.7K - $17.1K
8.34K $294K
Nov 14, 2023 Q3 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
545
+ 0.65%
$15.4K - $16.8K
84.8K $2.99M
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
173
New
$4.89K - $5.34K
173 $6.09K
Nov 03, 2023 Q3 2023
Us Bancorp \De\

BUY
 -
168
+ 5.84%
$4.75K - $5.18K
3.04K $107K
Nov 13, 2023 Q3 2023
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
135
+ 0.75%
$3.82K - $4.16K
18.2K $641K
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
106
+ 0.42%
$3K - $3.27K
25.5K $898K
Oct 24, 2023 Q3 2023
Iag Wealth Partners, LLC

BUY
 -
102
+ 14.05%
$2.88K - $3.15K
828 $29.2K
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
94
+ 0.57%
$2.66K - $2.9K
16.5K $580K
Nov 14, 2023 Q3 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
80
+ 0.64%
$2.26K - $2.47K
12.5K $441K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
57
New
$1.61K - $1.76K
57 $2.01K
Oct 19, 2023 Q3 2023
Rtd Financial Advisors, Inc.

BUY
 -
51
+ 0.42%
$1.44K - $1.57K
12.1K $426K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
45
New
$1.27K - $1.39K
45 $1.58K
Oct 17, 2023 Q3 2023
Carolina Wealth Advisors, LLC

BUY
 -
36
New
$1.02K - $1.11K
36 $1.27K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
29
+ 0.15%
$820 - $894
19K $669K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 07, 2023 Q3 2023
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-57
- 0.45%
$1.61K - $1.76K
12.7K $446K
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

SELL
 -
-81
- 0.33%
$2.29K - $2.5K
24.8K $872K

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