Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
962+ 5.42% |
$27.4K - $31.8K
|
18.7K
$701K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
737+ 2.88% |
$21K - $24.4K
|
26.4K
$986K
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
617+ 5.83% |
$17.5K - $20.4K
|
11.2K
$419K
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
453+ 4.97% |
$12.9K - $15K
|
9.57K
$358K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
391+ 122.96% |
$11.1K - $12.9K
|
709
$26.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
326+ 1.75% |
$9.27K - $10.8K
|
18.9K
$709K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
312+ 75.36% |
$8.87K - $10.3K
|
726
$27.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
292+ 3.36% |
$8.3K - $9.67K
|
8.99K
$336K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
275+ 2.85% |
$7.82K - $9.1K
|
9.91K
$371K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
192+ 9.21% |
$5.46K - $6.36K
|
2.28K
$85.1K
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
189+ 1.49% |
$5.38K - $6.26K
|
12.8K
$480K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
144New |
$4.1K - $4.77K
|
144
$5.39K
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
100+ 0.64% |
$2.84K - $3.31K
|
15.8K
$589K
|
|
|
Nov 06, 2024
Q4 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
81+ 0.47% |
$2.3K - $2.68K
|
17.2K
$644K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
81+ 25.0% |
$2.3K - $2.68K
|
405
$15.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
40New |
$1.14K - $1.32K
|
40
$1.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
20+ 5.29% |
$569 - $662
|
398
$14.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
19+ 0.18% |
$540 - $629
|
10.5K
$392K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
18+ 0.14% |
$512 - $596
|
12.7K
$475K
|
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
16+ 0.11% |
$455 - $530
|
14.6K
$547K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1New |
$28.4 - $33.1
|
1
$37.4
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 14.29% |
$28.4 - $33.1
|
8
$299
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-79- 1.64% |
$2.25K - $2.61K
|
4.73K
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-191- 0.93% |
$5.43K - $6.32K
|
20.4K
$765K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-323- 0.6% |
$9.19K - $10.7K
|
53.2K
$1.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-332- 3.66% |
$9.44K - $11K
|
8.73K
$327K
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-508- 0.02% |
$14.4K - $16.8K
|
2.63M
$98.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
SELL
|
- |
-520- 4.59% |
$14.8K - $17.2K
|
10.8K
$404K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-695- 3.7% |
$19.8K - $23K
|
18.1K
$676K
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-695- 3.96% |
$19.8K - $23K
|
16.9K
$631K
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-767- 1.6% |
$21.8K - $25.4K
|
47.1K
$1.76M
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
SELL
|
- |
-1K- 4.05% |
$28.4K - $33.1K
|
23.7K
$885K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.23K- 2.37% |
$35K - $40.7K
|
50.8K
$1.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.32K- 1.18% |
$65.9K - $76.7K
|
195K
$7.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-2.67K- 11.24% |
$76K - $88.4K
|
21.1K
$789K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-3.26K- 9.8% |
$92.8K - $108K
|
30K
$1.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-4.82K- 4.4% |
$137K - $160K
|
105K
$3.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.12K- 18.6% |
$146K - $170K
|
22.4K
$839K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.8K- 64.43% |
$365K - $424K
|
7.08K
$265K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15.7K- 91.5% |
$446K - $520K
|
1.46K
$54.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16.7K- 20.71% |
$474K - $552K
|
63.9K
$2.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-19.3K- 11.33% |
$549K - $639K
|
151K
$5.66M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-32.2K- 25.75% |
$916K - $1.07M
|
92.9K
$3.48M
|
|
|
May 31, 2023
Q4 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-86.8K- 12.46% |
$2.47M - $2.87M
|
610K
$22.8M
|