Purchases and Sales Made in Q4 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 Q4 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
Feb 16, 2024 Q4 2023
Hobbs Group Advisors, LLC

Columbia, SC
BUY
 -
242
New
$6.39K - $7.68K
242 $8.49K
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
225
+ 11.25%
$5.94K - $7.14K
2.23K $78.1K
Jan 31, 2024 Q4 2023
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
190
+ 0.64%
$5.02K - $6.03K
30K $1.05M
Feb 02, 2024 Q4 2023
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
106
+ 2.24%
$2.8K - $3.36K
4.83K $170K
Feb 14, 2024 Q4 2023
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
85
+ 1.01%
$2.24K - $2.7K
8.48K $297K
Jan 08, 2024 Q4 2023
Rvw Wealth, LLC

BUY
 -
66
+ 0.35%
$1.74K - $2.09K
19.1K $668K
Feb 01, 2024 Q4 2023
Cwm, LLC

BUY
 -
49
+ 2.22%
$1.29K - $1.55K
2.26K $79.1K
Feb 09, 2024 Q4 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
13
+ 7.51%
$343 - $412
186 $6.53K
Feb 14, 2024 Q4 2023
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
10
+ 0.7%
$264 - $317
1.43K $50.3K
Jan 29, 2024 Q4 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
2
+ 3.51%
$52.8 - $63.4
59 $2.07K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 18, 2024 Q4 2023
Global Retirement Partners, LLC

SELL
 -
-16
- 24.24%
$423 - $508
50 $1.75K
Feb 01, 2024 Q4 2023
Vicus Capital

State College, PA
SELL
 -
-89
- 1.25%
$2.35K - $2.82K
7.01K $246K
Feb 14, 2024 Q4 2023
Comerica Bank

SELL
 -
-102
- 3.0%
$2.69K - $3.24K
3.29K $116K
Feb 09, 2024 Q4 2023
Avantax Planning Partners, Inc.

SELL
 -
-108
- 0.53%
$2.85K - $3.43K
20.3K $712K
Jan 23, 2024 Q4 2023
Umb Bank, N.A.

SELL
 -
-153
- 1.83%
$4.04K - $4.85K
8.19K $287K
Feb 12, 2024 Q4 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-199
- 1.14%
$5.26K - $6.31K
17.3K $606K
Jan 31, 2024 Q4 2023
Dt Investment Partners, LLC

SELL
 -
-303
- 63.66%
$8K - $9.61K
173 $6.07K
Feb 02, 2024 Q4 2023
Addison Advisors LLC

SELL
 -
-380
- 2.39%
$10K - $12.1K
15.5K $544K
Jan 26, 2024 Q4 2023
Fingerlakes Wealth Management, Inc.

SELL
 -
-494
- 2.79%
$13K - $15.7K
17.2K $604K
Feb 12, 2024 Q4 2023
Equitable Holdings, Inc.

New York, NY
SELL
 -
-679
- 8.88%
$17.9K - $21.5K
6.97K $244K
Feb 09, 2024 Q4 2023
Commerce Bank

Kansas City, MO
SELL
 -
-785
- 3.72%
$20.7K - $24.9K
20.3K $714K
Feb 08, 2024 Q4 2023
Wcg Wealth Advisors LLC

Las Vegas, NV
SELL
 -
-1.01K
- 2.73%
$26.6K - $31.9K
35.9K $1.26M
Feb 09, 2024 Q4 2023
Us Bancorp \De\

SELL
 -
-1.62K
- 53.09%
$42.7K - $51.3K
1.43K $50.1K
Feb 08, 2024 Q4 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
SELL
 -
-1.62K
- 9.5%
$42.8K - $51.4K
15.5K $542K
Jan 10, 2024 Q4 2023
Falcon Wealth Planning

SELL
 -
-1.67K
- 16.9%
$44K - $52.8K
8.19K $287K
Feb 06, 2024 Q4 2023
Carson Advisory Inc.

SELL
 -
-1.7K
- 7.34%
$44.9K - $53.9K
21.5K $753K
Jan 24, 2024 Q4 2023
Central Trust CO

Jefferson City, MO
SELL
 -
-2.02K
- 12.45%
$53.2K - $63.9K
14.2K $497K
Nov 06, 2024 Q4 2023
Concord Asset Management, Llc/Va

Abingdon, VA
SELL
 -
-2.12K
- 20.65%
$56K - $67.2K
8.14K $286K
Jan 22, 2024 Q4 2023
Regatta Capital Group, LLC

El Segundo, CA
SELL
 -
-2.49K
- 2.44%
$65.8K - $79K
99.5K $3.49M
Apr 22, 2024 Q4 2023
Invera Wealth Advisors, LLC

Bend, OR
SELL
 -
-2.66K
- 4.05%
$70.2K - $84.3K
62.9K $2.21M
Feb 13, 2024 Q4 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-2.79K
- 16.9%
$73.6K - $88.3K
13.7K $481K
Feb 12, 2024 Q4 2023
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-3.08K
- 15.93%
$81.3K - $97.7K
16.3K $571K
Dec 26, 2024 Q4 2023
Jpmorgan Chase & CO

New York, NY
SELL
 -
-3.91K
- 31.9%
$103K - $124K
8.35K $293K
Feb 12, 2024 Q4 2023
Fiduciary Trust CO

Boston, MA
SELL
 -
-4.38K
- 4.61%
$116K - $139K
90.7K $3.18M
Feb 06, 2024 Q4 2023
Private Advisor Group, LLC

SELL
 -
-4.61K
- 26.89%
$122K - $146K
12.5K $440K
Jan 23, 2024 Q4 2023
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-4.67K
- 16.01%
$123K - $148K
24.5K $859K
Jan 11, 2024 Q4 2023
Whittier Trust CO

SELL
 -
-6.87K
- 35.21%
$181K - $218K
12.6K $443K
Feb 14, 2024 Q4 2023
Creative Planning

Overland Park, KS
SELL
 -
-7.62K
- 5.1%
$201K - $242K
142K $4.97M
Apr 30, 2024 Q4 2023
Concord Wealth Partners

SELL
 -
-7.89K
- 43.81%
$208K - $250K
10.1K $355K
Feb 05, 2024 Q4 2023
Concord Wealth Partners

SELL
 -
-7.89K
- 43.81%
$208K - $250K
10.1K $355K
Feb 13, 2024 Q4 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-9.17K
- 15.99%
$242K - $291K
48.2K $1.69M
Jan 24, 2024 Q4 2023
Allworth Financial LP

SELL
 -
-9.28K
- 98.16%
$245K - $294K
174 $6.11K
Feb 09, 2024 Q4 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-12.1K
- 29.84%
$320K - $384K
28.5K $1M
Feb 12, 2024 Q4 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-13.8K
- 28.76%
$364K - $437K
34.1K $1.2M
Feb 05, 2024 Q4 2023
New York Life Investment Management LLC

New York, NY
SELL
 -
-13.9K
- 48.22%
$367K - $441K
14.9K $523K
Jan 29, 2024 Q4 2023
Baystate Wealth Management LLC

SELL
 -
-16.2K
- 65.57%
$429K - $515K
8.52K $299K
Jan 16, 2024 Q4 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-19.9K
- 32.84%
$525K - $631K
40.7K $1.43M
Feb 13, 2024 Q4 2023
Envestnet Asset Management Inc

SELL
 -
-20.4K
- 18.03%
$539K - $647K
92.7K $3.25M

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