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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
60New |
$1.92K - $2.04K
|
60
$2.11K
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
634New |
$20.3K - $21.6K
|
634
$22.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.77KNew |
$217K - $231K
|
6.77K
$239K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18+ 36.0% |
$576 - $613
|
68
$2.39K
|
|
| Q1 2024 | |||||||
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-62- 67.39% |
$1.88K - $2.12K
|
30
$1.06K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.9KNew |
$543K - $611K
|
17.9K
$629K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38.8KNew |
$1.18M - $1.33M
|
38.8K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
349+ 5.08% |
$10.6K - $11.9K
|
7.22K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-43- 7.5% |
$1.31K - $1.47K
|
530
$18.7K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
8+ 4.62% |
$243 - $274
|
181
$6.37K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
13+ 3.27% |
$395 - $445
|
411
$14.5K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
750+ 37.5% |
$22.8K - $25.7K
|
2.75K
$96.9K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.47K- 45.92% |
$227K - $255K
|
8.79K
$310K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
20New |
$608 - $684
|
20
$704
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
18.8KNew |
$570K - $642K
|
18.8K
$661K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
55+ 0.3% |
$1.67K - $1.88K
|
18.2K
$642K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10.7KNew |
$326K - $367K
|
10.7K
$378K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-24- 40.68% |
$730 - $821
|
35
$1.23K
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-679- 8.88% |
$17.9K - $21.5K
|
6.97K
$245K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.78KNew |
$47.1K - $56.6K
|
1.78K
$62.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.62K- 53.09% |
$42.7K - $51.3K
|
1.43K
$50.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.62K- 9.5% |
$42.8K - $51.4K
|
15.5K
$544K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-13.9K- 48.22% |
$367K - $441K
|
14.9K
$525K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-16.2K- 65.57% |
$429K - $515K
|
8.52K
$300K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
250+ 2.23% |
$6.6K - $7.93K
|
11.5K
$403K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
870New |
$23K - $27.6K
|
870
$30.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
520New |
$13.7K - $16.5K
|
520
$18.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
7.33KNew |
$194K - $233K
|
7.33K
$258K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-6.87K- 35.21% |
$181K - $218K
|
12.6K
$445K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
6.77KNew |
$179K - $215K
|
6.77K
$239K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
370New |
$9.77K - $11.7K
|
370
$13K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-57- 0.45% |
$1.61K - $1.76K
|
12.7K
$446K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-927- 0.86% |
$26.2K - $28.6K
|
106K
$3.74M
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
36New |
$1.02K - $1.11K
|
36
$1.27K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-50.3K- 79.46% |
$1.38M - $1.49M
|
13K
$458K
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
1.49K+ 15.16% |
$41.1K - $44.3K
|
11.3K
$400K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
55+ 0.78% |
$1.51K - $1.63K
|
7.07K
$249K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6New |
$165 - $178
|
6
$211
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-165K- 6.26% |
$4.55M - $4.89M
|
2.47M
$87M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.71K+ 5.71% |
$74.5K - $80.2K
|
50.1K
$1.77M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
16.8K+ 63.88% |
$464K - $499K
|
43.2K
$1.52M
|
|
| Q1 2023 | |||||||
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.38KNew |
$64.1K - $78.2K
|
2.38K
$83.6K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.8KNew |
$697K - $851K
|
25.8K
$910K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
9New |
$243 - $296
|
9
$317
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
3.66K+ 25.05% |
$98.7K - $121K
|
18.3K
$644K
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
17.1K+ 13.47% |
$462K - $565K
|
144K
$5.09M
|
|
| Q4 2022 | |||||||
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
5KNew |
$142K - $166K
|
5K
$176K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
391+ 122.96% |
$11.1K - $12.9K
|
709
$25K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1New |
$28.4 - $33.1
|
1
$35.2
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
103KNew |
$2.94M - $3.42M
|
103K
$3.64M
|
|