Latest Institutional Purchases of Nuveen Esg Mid Cap Value ETF (NUMV)
This list provides information on the latest institutional transactions involving Nuveen Esg Mid Cap Value ETF (NUMV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
42.7K+ 4.93% |
$1.47M - $1.64M
|
909K
$32.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.73KNew |
$232K - $258K
|
6.73K
$243K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
6.44KNew |
$222K - $247K
|
6.44K
$233K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.51K+ 4.09% |
$51.9K - $57.7K
|
38.4K
$1.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
671+ 6.3% |
$23.1K - $25.7K
|
11.3K
$410K
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
534+ 5.38% |
$18.4K - $20.4K
|
10.5K
$379K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
226+ 0.94% |
$7.79K - $8.65K
|
24.3K
$879K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
172+ 0.76% |
$5.93K - $6.59K
|
22.8K
$827K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
117+ 0.62% |
$4.03K - $4.48K
|
19K
$688K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
108+ 0.73% |
$3.72K - $4.14K
|
14.9K
$540K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
89+ 0.11% |
$3.07K - $3.41K
|
83.7K
$3.03M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
16New |
$551 - $613
|
16
$579
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.67% |
$34.5 - $38.3
|
61
$2.21K
|
|
| Q3 2024 | |||||||
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
101K+ 157.8% |
$3.31M - $3.73M
|
166K
$5.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
31K+ 11.75% |
$1.01M - $1.14M
|
295K
$10.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.3K+ 3.26% |
$434K - $489K
|
420K
$15.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
11.1K+ 20.46% |
$363K - $410K
|
65.6K
$2.37M
|
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
10.5KNew |
$344K - $388K
|
10.5K
$381K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.85K+ 6.68% |
$322K - $363K
|
157K
$5.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.2K+ 2.54% |
$301K - $339K
|
372K
$13.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.14KNew |
$233K - $263K
|
7.14K
$258K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.86K+ 35.18% |
$224K - $253K
|
26.3K
$954K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.94K+ 214.45% |
$161K - $182K
|
7.25K
$262K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4.8K+ 14539.39% |
$157K - $177K
|
4.83K
$175K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.44K+ 20.24% |
$112K - $127K
|
20.5K
$740K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.8KNew |
$91.3K - $103K
|
2.8K
$101K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.71K+ 42.81% |
$88.4K - $99.7K
|
9.03K
$327K
|
|
|
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
$2.43M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.61KNew |
$52.4K - $59.2K
|
1.61K
$58.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.41KNew |
$46.1K - $52K
|
1.41K
$51.1K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.17K+ 10.53% |
$38.1K - $43K
|
12.3K
$444K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.06K+ 5.3% |
$34.4K - $38.9K
|
21K
$759K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.03K+ 1.86% |
$33.6K - $37.9K
|
56.5K
$2.05M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1K+ 3.31% |
$32.7K - $36.8K
|
31.3K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
900+ 0.76% |
$29.4K - $33.2K
|
119K
$4.31M
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
733+ 8.22% |
$23.9K - $27K
|
9.65K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
679+ 23.13% |
$22.2K - $25K
|
3.62K
$131K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
670New |
$21.9K - $24.7K
|
670
$24.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
499New |
$16.3K - $18.4K
|
499
$18.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
470+ 32.32% |
$15.3K - $17.3K
|
1.92K
$69.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
465New |
$15.2K - $17.1K
|
465
$16.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
423+ 1.63% |
$13.8K - $15.6K
|
26.4K
$957K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
294+ 170.93% |
$9.6K - $10.8K
|
466
$16.9K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
107+ 184.48% |
$3.49K - $3.94K
|
165
$5.97K
|
|
|
Oct 31, 2024
Q3 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
77+ 0.67% |
$2.51K - $2.84K
|
11.6K
$419K
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
35+ 18.82% |
$1.14K - $1.29K
|
221
$8K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
13+ 2.38% |
$424 - $479
|
560
$20.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
6+ 0.07% |
$196 - $221
|
8.86K
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3+ 0.01% |
$97.9 - $111
|
40K
$1.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|