Latest Institutional Transactions on Nuveen Esg Mid Cap Value ETF (NUMV)
This table provides information on the latest institutional transactions involving Nuveen Esg Mid Cap Value ETF (NUMV) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-353- 1.42% |
$11.5K - $13K
|
24.5K
$861K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
77+ 0.67% |
$2.51K - $2.84K
|
11.6K
$407K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-7.01K- 2.63% |
$229K - $258K
|
259K
$9.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-32- 0.17% |
$1.04K - $1.18K
|
18.9K
$667K
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
6.2K+ 37.65% |
$202K - $228K
|
22.7K
$799K
|
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
486+ 5.2% |
$15.9K - $17.9K
|
9.83K
$346K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
733+ 8.22% |
$23.9K - $27K
|
9.65K
$340K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1K+ 3.31% |
$32.7K - $36.8K
|
31.3K
$1.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.61KNew |
$52.4K - $59.2K
|
1.61K
$56.6K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
470+ 32.32% |
$15.3K - $17.3K
|
1.92K
$67.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.71K+ 42.81% |
$88.4K - $99.7K
|
9.03K
$318K
|
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
SELL
|
- |
-2.1K- 27.29% |
$68.5K - $77.3K
|
5.59K
$197K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-42- 0.66% |
$1.37K - $1.55K
|
6.28K
$221K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
294+ 170.93% |
$9.6K - $10.8K
|
466
$16.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-69- 0.89% |
$2.25K - $2.54K
|
7.71K
$271K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
541+ 3.79% |
$17.7K - $19.9K
|
14.8K
$521K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-369- 2.95% |
$12K - $13.6K
|
12.2K
$428K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
6+ 0.07% |
$196 - $221
|
8.86K
$312K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.3K+ 3.26% |
$434K - $489K
|
420K
$14.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.65K- 1.73% |
$86.5K - $97.6K
|
151K
$5.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.95K+ 2.99% |
$63.6K - $71.8K
|
67.2K
$2.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.8K+ 14539.39% |
$157K - $177K
|
4.83K
$170K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.53K+ 6.78% |
$49.9K - $56.3K
|
24.1K
$847K
|
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
10.7KNew |
$348K - $393K
|
10.7K
$375K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
107+ 184.48% |
$3.49K - $3.94K
|
165
$5.81K
|
|
|
Oct 16, 2024
Q3 2024
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-229- 2.84% |
$7.48K - $8.44K
|
7.84K
$276K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
16+ 0.08% |
$522 - $589
|
18.9K
$665K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-69- 21.04% |
$2.25K - $2.54K
|
259
$9.12K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-4.15K- 10.13% |
$136K - $153K
|
36.9K
$1.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-17- 0.25% |
$555 - $626
|
6.71K
$236K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-2.19K- 38.11% |
$71.6K - $80.8K
|
3.56K
$125K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-169- 6.97% |
$5.52K - $6.23K
|
2.26K
$79.4K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.22K- 2.58% |
$72.3K - $81.6K
|
83.6K
$2.95M
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
39+ 0.0% |
$1.27K - $1.44K
|
866K
$30.5M
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
466+ 4.92% |
$15.2K - $17.2K
|
9.93K
$350K
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
128+ 0.21% |
$4.18K - $4.72K
|
61.7K
$2.17M
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
30+ 0.11% |
$961 - $1.02K
|
27.1K
$953K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-10.9K- 8.6% |
$348K - $370K
|
116K
$4.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.41K- 1.55% |
$45K - $47.9K
|
89.2K
$3.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-234- 16.32% |
$7.49K - $7.97K
|
1.2K
$42.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.51K+ 11.14% |
$113K - $120K
|
35.1K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.47K+ 83.16% |
$175K - $186K
|
12K
$424K
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
450+ 3.13% |
$14.4K - $15.3K
|
14.8K
$522K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-367- 1.8% |
$11.8K - $12.5K
|
20K
$704K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-90- 1.45% |
$2.88K - $3.07K
|
6.11K
$215K
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-500- 2.49% |
$16K - $17K
|
19.6K
$689K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-998- 13.24% |
$32K - $34K
|
6.54K
$230K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.5KNew |
$176K - $187K
|
5.5K
$194K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
117New |
$3.75K - $3.99K
|
117
$4.12K
|
|