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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-42- 0.66% |
$1.37K - $1.55K
|
6.28K
$237K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-69- 0.89% |
$2.25K - $2.54K
|
7.71K
$291K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-69- 21.04% |
$2.25K - $2.54K
|
259
$9.77K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-99- 1.47% |
$3.23K - $3.65K
|
6.64K
$250K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-111- 45.87% |
$3.62K - $4.09K
|
131
$4.94K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-169- 6.97% |
$5.52K - $6.23K
|
2.26K
$85.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-204- 2.41% |
$6.66K - $7.52K
|
8.26K
$312K
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-229- 2.84% |
$7.48K - $8.44K
|
7.84K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-250- 2.71% |
$8.16K - $9.21K
|
8.96K
$338K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-353- 1.42% |
$11.5K - $13K
|
24.5K
$922K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-369- 2.95% |
$12K - $13.6K
|
12.2K
$459K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-444- 7.31% |
$14.5K - $16.4K
|
5.63K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-463- 54.92% |
$15.1K - $17.1K
|
380
$14.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-647- 7.85% |
$21.1K - $23.8K
|
7.6K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.07K- 3.75% |
$35K - $39.5K
|
27.5K
$1.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.2K- 5.81% |
$39.2K - $44.2K
|
19.5K
$734K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.63K- 8.05% |
$53.2K - $60K
|
18.6K
$702K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.1K- 27.29% |
$68.5K - $77.3K
|
5.59K
$211K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.19K- 38.11% |
$71.6K - $80.8K
|
3.56K
$134K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.22K- 2.58% |
$72.3K - $81.6K
|
83.6K
$3.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.34K- 0.2% |
$76.3K - $86.1K
|
1.19M
$44.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-2.34K- 9.2% |
$76.4K - $86.2K
|
23.1K
$871K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.53K- 5.32% |
$82.6K - $93.2K
|
45K
$1.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-2.64K- 3.95% |
$86.3K - $97.4K
|
64.2K
$2.42M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.65K- 1.73% |
$86.5K - $97.6K
|
151K
$5.68M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-4.15K- 10.13% |
$136K - $153K
|
36.9K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.51K- 21.29% |
$180K - $203K
|
20.4K
$768K
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-6.41KClosed |
$209K - $236K
|
0
$0
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.01K- 2.63% |
$229K - $258K
|
259K
$9.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-7.04K- 8.13% |
$230K - $259K
|
79.5K
$3M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.62K- 53.7% |
$249K - $281K
|
6.57K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.56K- 3.26% |
$280K - $315K
|
254K
$9.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.9K- 10.57% |
$355K - $400K
|
91.9K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.7K- 72.75% |
$480K - $542K
|
5.51K
$208K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-21.8K- 77.04% |
$712K - $804K
|
6.5K
$245K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.2K- 4.28% |
$792K - $893K
|
542K
$20.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-68.4K- 4.89% |
$2.23M - $2.52M
|
1.33M
$50.2M
|