Purchases and Sales Made in Q4 2024 in Nuveen Esg Mid Cap Growth ETF (NUMG)
This table provides information about the institutional ownership of Nuveen Esg Mid Cap Growth ETF (NUMG) during Q4 2024. The information is specifically focused on institutions that hold shares of NUVEEN ESG MID-CAP GROWTH ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
113KNew |
$5.02M - $5.83M
|
113K
$5.58M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
55.2KNew |
$2.45M - $2.84M
|
55.2K
$2.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.52K+ 2.27% |
$422K - $490K
|
430K
$21.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
9.46KNew |
$419K - $487K
|
9.46K
$466K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.13K+ 7.88% |
$404K - $470K
|
125K
$6.16M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
8.87K+ 15.62% |
$393K - $456K
|
65.7K
$3.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
7.6KNew |
$337K - $391K
|
7.6K
$375K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.08K+ 20.32% |
$313K - $364K
|
41.9K
$2.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
5KNew |
$221K - $257K
|
5K
$246K
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
4.55KNew |
$201K - $234K
|
4.55K
$224K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.27KNew |
$189K - $220K
|
4.27K
$211K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.54KNew |
$112K - $131K
|
2.54K
$125K
|
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
1.83KNew |
$81.2K - $94.4K
|
1.83K
$90.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.43K+ 6.68% |
$63.3K - $73.6K
|
22.8K
$1.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.39KNew |
$61.5K - $71.5K
|
1.39K
$68.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1.05K+ 3.42% |
$46.3K - $53.8K
|
31.6K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.01K+ 19.04% |
$44.8K - $52K
|
6.32K
$312K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
800New |
$35.4K - $41.2K
|
800
$39.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
790+ 4.52% |
$35K - $40.7K
|
18.3K
$900K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
435+ 0.94% |
$19.3K - $22.4K
|
46.6K
$2.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
337+ 28.41% |
$14.9K - $17.3K
|
1.52K
$75.1K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
322+ 5.41% |
$14.3K - $16.6K
|
6.27K
$309K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
176+ 0.95% |
$7.79K - $9.06K
|
18.7K
$920K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
172New |
$7.62K - $8.85K
|
172
$8.48K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
154+ 0.15% |
$6.82K - $7.93K
|
105K
$5.17M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
114+ 0.52% |
$5.05K - $5.87K
|
22K
$1.09M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 30.0% |
$930 - $1.08K
|
91
$4.49K
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
13+ 0.15% |
$576 - $669
|
8.65K
$427K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
12New |
$531 - $618
|
12
$591
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.04% |
$133 - $154
|
7.24K
$357K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
2+ 0.06% |
$88.6 - $103
|
3.48K
$171K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1+ 0.04% |
$44.3 - $51.5
|
2.27K
$112K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-5- 1.61% |
$221 - $257
|
306
$15.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12- 2.8% |
$531 - $618
|
416
$20.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-14- 0.16% |
$620 - $721
|
8.53K
$420K
|
|
|
Jan 31, 2025
Q4 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-29- 0.4% |
$1.28K - $1.49K
|
7.23K
$357K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-47- 0.55% |
$2.08K - $2.42K
|
8.53K
$420K
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-51- 1.12% |
$2.26K - $2.62K
|
4.5K
$222K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-65- 1.42% |
$2.88K - $3.35K
|
4.52K
$223K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-93- 3.76% |
$4.12K - $4.79K
|
2.38K
$117K
|
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-97- 1.8% |
$4.3K - $4.99K
|
5.29K
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-106- 0.24% |
$4.69K - $5.46K
|
44.8K
$2.21M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-111- 1.37% |
$4.92K - $5.71K
|
7.98K
$393K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-117- 2.57% |
$5.18K - $6.02K
|
4.44K
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-137- 2.24% |
$6.07K - $7.05K
|
5.98K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-160- 4.34% |
$7.08K - $8.24K
|
3.53K
$174K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-217- 2.05% |
$9.61K - $11.2K
|
10.4K
$510K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-248- 4.81% |
$11K - $12.8K
|
4.91K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-250- 2.31% |
$11.1K - $12.9K
|
10.6K
$521K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-401- 8.16% |
$17.8K - $20.6K
|
4.51K
$222K
|