Latest Institutional Transactions on Nuveen Esg Mid Cap Growth ETF (NUMG)
This table provides information on the latest institutional transactions involving Nuveen Esg Mid Cap Growth ETF (NUMG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.69K- 9.59% |
$272K - $296K
|
63.1K
$3.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-300- 33.33% |
$12.2K - $13.3K
|
600
$29.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
23.2KNew |
$940K - $1.02M
|
23.2K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
14New |
$568 - $619
|
14
$696
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-292- 5.44% |
$11.9K - $12.9K
|
5.07K
$252K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-753- 11.85% |
$30.6K - $33.3K
|
5.6K
$279K
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-886- 14.07% |
$36K - $39.2K
|
5.41K
$269K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
10+ 4.33% |
$406 - $442
|
241
$12K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
99New |
$4.02K - $4.38K
|
99
$4.92K
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-5.4K- 10.4% |
$219K - $239K
|
46.5K
$2.31M
|
|
|
Jul 26, 2024
Q2 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
220+ 1.94% |
$8.93K - $9.73K
|
11.6K
$576K
|
|
|
Jul 26, 2024
Q2 2024
|
Simmons Bank
|
SELL
|
- |
-321- 3.62% |
$13K - $14.2K
|
8.54K
$425K
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.98K- 3.19% |
$121K - $132K
|
90.4K
$4.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Marshall Financial Group LLC
|
SELL
|
- |
-46- 0.92% |
$1.87K - $2.03K
|
4.94K
$246K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-1.17K- 6.44% |
$47.7K - $51.9K
|
17K
$848K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
92+ 73.6% |
$3.74K - $4.07K
|
217
$10.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Founders Capital Management
|
BUY
|
- |
28New |
$1.14K - $1.24K
|
28
$1.39K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
14+ 37.84% |
$568 - $619
|
51
$2.54K
|
|
| Q1 2024 | |||||||
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-946Closed |
$38.3K - $42.3K
|
0
$0
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-47- 65.28% |
$1.9K - $2.1K
|
25
$1.24K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.71KNew |
$312K - $345K
|
7.71K
$384K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
19.4KNew |
$784K - $865K
|
19.4K
$963K
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
6.41KNew |
$260K - $286K
|
6.41K
$319K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-980- 75.91% |
$39.7K - $43.8K
|
311
$15.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-899- 1.42% |
$36.4K - $40.2K
|
62.2K
$3.1M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 1.58% |
$202 - $223
|
311
$15.5K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
1+ 0.54% |
$40.5 - $44.7
|
185
$9.2K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-200- 1.69% |
$8.1K - $8.94K
|
11.6K
$577K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
63+ 0.44% |
$2.55K - $2.82K
|
14.4K
$719K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.81KNew |
$73.4K - $81K
|
1.81K
$90.1K
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
6.83KNew |
$277K - $305K
|
6.83K
$340K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-55- 1.16% |
$2.23K - $2.46K
|
4.71K
$234K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-354- 6.89% |
$14.3K - $15.8K
|
4.79K
$238K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.48KNew |
$59.8K - $66K
|
1.48K
$73.4K
|
|
| Q4 2023 | |||||||
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.1K+ 143.11% |
$207K - $260K
|
10.4K
$515K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
12New |
$407 - $512
|
12
$597
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-43- 1.02% |
$1.46K - $1.83K
|
4.19K
$208K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.42KNew |
$48.3K - $60.7K
|
1.42K
$70.8K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-9.7K- 54.27% |
$329K - $414K
|
8.17K
$407K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
194+ 2.18% |
$6.59K - $8.28K
|
9.08K
$451K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-12.6K- 79.28% |
$429K - $539K
|
3.3K
$164K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
450New |
$15.3K - $19.2K
|
450
$22.4K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
17.2KNew |
$583K - $733K
|
17.2K
$855K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 1.85% |
$34 - $42.7
|
55
$2.74K
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.06K+ 30.35% |
$219K - $247K
|
26K
$1.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-20K- 6.8% |
$721K - $815K
|
274K
$13.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
513New |
$18.5K - $20.9K
|
513
$25.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-88- 0.11% |
$3.18K - $3.59K
|
79.9K
$3.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
350+ 3.06% |
$12.6K - $14.3K
|
11.8K
$587K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13+ 0.22% |
$469 - $531
|
5.85K
$291K
|
|