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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
6.77KNew |
$179K - $215K
|
6.77K
$219K
|
|
| 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
$409K
|
|
|
Nov 06, 2023
Q3 2023
|
Wrapmanager Inc
|
SELL
|
- |
-927- 0.86% |
$26.2K - $28.6K
|
106K
$3.43M
|
|
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
36New |
$1.02K - $1.11K
|
36
$1.16K
|
|
| 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
$420K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
55+ 0.78% |
$1.51K - $1.63K
|
7.07K
$228K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6New |
$165 - $178
|
6
$194
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-165K- 6.26% |
$4.55M - $4.89M
|
2.47M
$79.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.71K+ 5.71% |
$74.5K - $80.2K
|
50.1K
$1.62M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
16.8K+ 63.88% |
$464K - $499K
|
43.2K
$1.4M
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.8KNew |
$697K - $851K
|
25.8K
$834K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
9New |
$243 - $296
|
9
$291
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
3.66K+ 25.05% |
$98.7K - $121K
|
18.3K
$590K
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
17.1K+ 13.47% |
$462K - $565K
|
144K
$4.66M
|
|
| Q4 2022 | |||||||
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
5KNew |
$142K - $166K
|
5K
$161K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
391+ 122.96% |
$11.1K - $12.9K
|
709
$22.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
103KNew |
$2.94M - $3.42M
|
103K
$3.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1New |
$28.4 - $33.1
|
1
$32.3
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.17K+ 67.28% |
$33.3K - $38.7K
|
2.91K
$93.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
11KNew |
$313K - $364K
|
11K
$355K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.75KNew |
$249K - $290K
|
8.75K
$282K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
40New |
$1.14K - $1.32K
|
40
$1.29K
|
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
99.2KNew |
$2.82M - $3.29M
|
99.2K
$3.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 14.29% |
$28.4 - $33.1
|
8
$258
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
16.2K+ 179.54% |
$461K - $566K
|
25.3K
$816K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.35KNew |
$237K - $291K
|
8.35K
$269K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
SELL
|
- |
-2.37K- 20.3% |
$67.3K - $82.6K
|
9.31K
$300K
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.11KNew |
$31.5K - $38.7K
|
1.11K
$35.9K
|
|
|
Oct 24, 2022
Q3 2022
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
1.28K+ 8.16% |
$36.2K - $44.5K
|
16.9K
$546K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.35KNew |
$237K - $291K
|
8.35K
$269K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-7.1KClosed |
$211K - $260K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.04KNew |
$209K - $258K
|
7.04K
$227K
|
|
|
Aug 08, 2022
Q2 2022
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-5.99KClosed |
$178K - $220K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.22KClosed |
$244K - $301K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
7.95KNew |
$236K - $292K
|
7.95K
$257K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
48+ 90.57% |
$1.43K - $1.76K
|
101
$3.26K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.4KClosed |
$41.6K - $51.4K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
20.2KNew |
$601K - $742K
|
20.2K
$654K
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
39.2KNew |
$1.17M - $1.44M
|
39.2K
$1.27M
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-481Closed |
$14.3K - $17.6K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
375+ 70.75% |
$11.1K - $13.8K
|
905
$29.2K
|
|
| Q1 2022 | |||||||
|
Jun 01, 2022
Q1 2022
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-5.89KClosed |
$201K - $221K
|
0
$0
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-140Closed |
$4.78K - $5.26K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.12K+ 63.67% |
$278K - $305K
|
20.9K
$674K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.83K+ 11.12% |
$96.7K - $106K
|
28.3K
$913K
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-85.6KClosed |
$2.92M - $3.21M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-697Closed |
$24.5K - $27.6K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-11.3KClosed |
$396K - $446K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-28.9KClosed |
$1.01M - $1.14M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-3.55KClosed |
$124K - $140K
|
0
$0
|
|