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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
42.7K+ 4.93% |
$1.47M - $1.64M
|
909K
$33M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.73KNew |
$232K - $258K
|
6.73K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.44KNew |
$222K - $247K
|
6.44K
$234K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.51K+ 4.09% |
$51.9K - $57.7K
|
38.4K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
671+ 6.3% |
$23.1K - $25.7K
|
11.3K
$411K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
534+ 5.38% |
$18.4K - $20.4K
|
10.5K
$380K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
226+ 0.94% |
$7.79K - $8.65K
|
24.3K
$881K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
172+ 0.76% |
$5.93K - $6.59K
|
22.8K
$829K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
117+ 0.62% |
$4.03K - $4.48K
|
19K
$689K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
108+ 0.73% |
$3.72K - $4.14K
|
14.9K
$541K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
89+ 0.11% |
$3.07K - $3.41K
|
83.7K
$3.04M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
16New |
$551 - $613
|
16
$580
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.67% |
$34.5 - $38.3
|
61
$2.21K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-124- 3.48% |
$4.27K - $4.75K
|
3.44K
$125K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-197- 2.94% |
$6.79K - $7.54K
|
6.52K
$236K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-200- 1.35% |
$6.89K - $7.66K
|
14.6K
$530K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-221- 3.62% |
$7.62K - $8.46K
|
5.89K
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-303- 3.08% |
$10.4K - $11.6K
|
9.53K
$346K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-434- 7.77% |
$15K - $16.6K
|
5.15K
$187K
|
|
|
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
$185K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4.32K- 7.01% |
$149K - $166K
|
57.4K
$2.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-5.98K- 2.31% |
$206K - $229K
|
253K
$9.19M
|