Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
142+ 10.06% |
$4.89K - $5.44K
|
1.55K
$54K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
137+ 2.43% |
$4.72K - $5.25K
|
5.77K
$201K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
128+ 57.92% |
$4.41K - $4.9K
|
349
$12.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
117+ 0.62% |
$4.03K - $4.48K
|
19K
$660K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
108+ 0.73% |
$3.72K - $4.14K
|
14.9K
$518K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
89+ 0.11% |
$3.07K - $3.41K
|
83.7K
$2.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
88+ 1.82% |
$3.03K - $3.37K
|
4.92K
$171K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
69+ 41.82% |
$2.38K - $2.64K
|
234
$8.13K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
48+ 0.54% |
$1.65K - $1.84K
|
9.01K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32+ 0.48% |
$1.1K - $1.23K
|
6.67K
$232K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
16New |
$551 - $613
|
16
$556
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
14+ 0.12% |
$482 - $536
|
11.6K
$403K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
12+ 1.79% |
$414 - $459
|
682
$23.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10+ 1.79% |
$345 - $383
|
570
$19.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
8+ 0.67% |
$276 - $306
|
1.21K
$42K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
7+ 1.76% |
$241 - $268
|
405
$14.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.67% |
$34.5 - $38.3
|
61
$2.12K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-10- 2.43% |
$345 - $383
|
401
$13.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-16- 0.14% |
$551 - $613
|
11.3K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-58- 0.32% |
$2K - $2.22K
|
18K
$626K
|
|
|
Feb 13, 2025
Q4 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-100- 0.51% |
$3.45K - $3.83K
|
19.5K
$677K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-108- 2.99% |
$3.72K - $4.14K
|
3.51K
$122K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-124- 3.48% |
$4.27K - $4.75K
|
3.44K
$119K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-148- 0.54% |
$5.1K - $5.67K
|
27K
$940K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-197- 2.94% |
$6.79K - $7.54K
|
6.52K
$226K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-200- 1.35% |
$6.89K - $7.66K
|
14.6K
$508K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-210- 45.06% |
$7.24K - $8.04K
|
256
$8.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-221- 3.62% |
$7.62K - $8.46K
|
5.89K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-222- 0.84% |
$7.65K - $8.5K
|
26.1K
$908K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-261- 1.5% |
$8.99K - $9.99K
|
17.1K
$594K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-285- 2.95% |
$9.82K - $10.9K
|
9.36K
$325K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-303- 3.08% |
$10.4K - $11.6K
|
9.53K
$331K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-434- 7.77% |
$15K - $16.6K
|
5.15K
$179K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-750- 27.27% |
$25.8K - $28.7K
|
2K
$69.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-859- 0.29% |
$29.6K - $32.9K
|
294K
$10.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-864- 1.35% |
$29.8K - $33.1K
|
63.4K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-868- 1.54% |
$29.9K - $33.2K
|
55.7K
$1.93M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-1.06K- 54.83% |
$36.4K - $40.4K
|
869
$30.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.08K- 16.43% |
$37.2K - $41.3K
|
5.49K
$191K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.13K- 3.6% |
$38.8K - $43.1K
|
30.1K
$1.05M
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-1.13K- 5.96% |
$38.9K - $43.2K
|
17.8K
$619K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.5K- 12.35% |
$51.8K - $57.5K
|
10.7K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.6K- 8.59% |
$55.1K - $61.3K
|
17K
$591K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.51K- 32.98% |
$86.4K - $96K
|
5.09K
$177K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.16K- 2.65% |
$143K - $159K
|
153K
$5.32M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4.32K- 7.01% |
$149K - $166K
|
57.4K
$1.99M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.1K- 70.37% |
$176K - $195K
|
2.15K
$74.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.47K- 45.4% |
$188K - $209K
|
6.57K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.53K- 4.78% |
$190K - $212K
|
110K
$3.82M
|