Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
101K+ 157.8% |
$3.31M - $3.73M
|
166K
$6.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31K+ 11.75% |
$1.01M - $1.14M
|
295K
$11.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.3K+ 3.26% |
$434K - $489K
|
420K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.1K+ 20.46% |
$363K - $410K
|
65.6K
$2.47M
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
10.7KNew |
$348K - $393K
|
10.7K
$402K
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.5KNew |
$344K - $388K
|
10.5K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.85K+ 6.68% |
$322K - $363K
|
157K
$5.93M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.2K+ 2.54% |
$301K - $339K
|
372K
$14M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.14KNew |
$233K - $263K
|
7.14K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.86K+ 35.18% |
$224K - $253K
|
26.3K
$994K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.2K+ 37.65% |
$202K - $228K
|
22.7K
$855K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.94K+ 214.45% |
$161K - $182K
|
7.25K
$273K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.8K+ 14539.39% |
$157K - $177K
|
4.83K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.44K+ 20.24% |
$112K - $127K
|
20.5K
$771K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.8KNew |
$91.3K - $103K
|
2.8K
$105K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.71K+ 42.81% |
$88.4K - $99.7K
|
9.03K
$340K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.95K+ 2.99% |
$63.6K - $71.8K
|
67.2K
$2.53M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.61KNew |
$52.4K - $59.2K
|
1.61K
$60.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.53K+ 6.78% |
$49.9K - $56.3K
|
24.1K
$907K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.41KNew |
$46.1K - $52K
|
1.41K
$53.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.17K+ 10.53% |
$38.1K - $43K
|
12.3K
$462K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.06K+ 5.3% |
$34.4K - $38.9K
|
21K
$791K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.03K+ 1.86% |
$33.6K - $37.9K
|
56.5K
$2.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1K+ 3.31% |
$32.7K - $36.8K
|
31.3K
$1.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
900+ 0.76% |
$29.4K - $33.2K
|
119K
$4.49M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
733+ 8.22% |
$23.9K - $27K
|
9.65K
$364K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
679+ 23.13% |
$22.2K - $25K
|
3.62K
$136K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
670New |
$21.9K - $24.7K
|
670
$25.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
541+ 3.79% |
$17.7K - $19.9K
|
14.8K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
499New |
$16.3K - $18.4K
|
499
$18.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
486+ 5.2% |
$15.9K - $17.9K
|
9.83K
$371K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
470+ 32.32% |
$15.3K - $17.3K
|
1.92K
$72.6K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
466+ 4.92% |
$15.2K - $17.2K
|
9.93K
$375K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
465New |
$15.2K - $17.1K
|
465
$17.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
423+ 1.63% |
$13.8K - $15.6K
|
26.4K
$997K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
294+ 170.93% |
$9.6K - $10.8K
|
466
$17.6K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
128+ 0.21% |
$4.18K - $4.72K
|
61.7K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
122+ 0.45% |
$3.98K - $4.49K
|
27.2K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
107+ 184.48% |
$3.49K - $3.94K
|
165
$6.22K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
77+ 0.67% |
$2.51K - $2.84K
|
11.6K
$436K
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
39+ 0.0% |
$1.27K - $1.44K
|
866K
$32.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
35+ 18.82% |
$1.14K - $1.29K
|
221
$8.34K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
16+ 0.08% |
$522 - $589
|
18.9K
$712K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
6+ 0.07% |
$196 - $221
|
8.86K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3+ 0.01% |
$97.9 - $111
|
40K
$1.51M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-17- 0.25% |
$555 - $626
|
6.71K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-32- 0.17% |
$1.04K - $1.18K
|
18.9K
$714K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-37- 0.21% |
$1.21K - $1.36K
|
17.3K
$654K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-38- 8.72% |
$1.24K - $1.4K
|
398
$15K
|