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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
254+ 1.3% |
$8.75K - $9.73K
|
19.7K
$669K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
219New |
$7.55K - $8.39K
|
219
$7.43K
|
|
|
Feb 12, 2025
Q4 2024
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
165+ 2.1% |
$5.69K - $6.32K
|
8.01K
$272K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
142+ 10.06% |
$4.89K - $5.44K
|
1.55K
$52.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
137+ 2.43% |
$4.72K - $5.25K
|
5.77K
$196K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
128+ 57.92% |
$4.41K - $4.9K
|
349
$11.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
117+ 0.62% |
$4.03K - $4.48K
|
19K
$645K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
108+ 0.73% |
$3.72K - $4.14K
|
14.9K
$506K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
89+ 0.11% |
$3.07K - $3.41K
|
83.7K
$2.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
88+ 1.82% |
$3.03K - $3.37K
|
4.92K
$167K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
69+ 41.82% |
$2.38K - $2.64K
|
234
$7.94K
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
48+ 0.54% |
$1.65K - $1.84K
|
9.01K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32+ 0.48% |
$1.1K - $1.23K
|
6.67K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
16New |
$551 - $613
|
16
$543
|
|
|
Feb 06, 2025
Q4 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
14+ 0.12% |
$482 - $536
|
11.6K
$393K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
12+ 1.79% |
$414 - $459
|
682
$23.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10+ 1.79% |
$345 - $383
|
570
$19.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
8+ 0.67% |
$276 - $306
|
1.21K
$41K
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
7+ 1.76% |
$241 - $268
|
405
$13.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.67% |
$34.5 - $38.3
|
61
$2.07K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.3K+ 3.26% |
$434K - $489K
|
420K
$14.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.8KNew |
$91.3K - $103K
|
2.8K
$94.9K
|
|
|
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
$2.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.61KNew |
$52.4K - $59.2K
|
1.61K
$54.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
499New |
$16.3K - $18.4K
|
499
$16.9K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
465New |
$15.2K - $17.1K
|
465
$15.8K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.77KNew |
$217K - $231K
|
6.77K
$230K
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
5.5KNew |
$176K - $187K
|
5.5K
$187K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.51K+ 11.14% |
$113K - $120K
|
35.1K
$1.19M
|
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
634New |
$20.3K - $21.6K
|
634
$21.5K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
117New |
$3.75K - $3.99K
|
117
$3.97K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38.8KNew |
$1.18M - $1.33M
|
38.8K
$1.32M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
18.8KNew |
$570K - $642K
|
18.8K
$637K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.9KNew |
$543K - $611K
|
17.9K
$607K
|
|
|
Jan 14, 2025
Q1 2024
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$346K - $390K
|
11.4K
$387K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10.7KNew |
$326K - $367K
|
10.7K
$364K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
349+ 5.08% |
$10.6K - $11.9K
|
7.22K
$245K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
55+ 0.3% |
$1.67K - $1.88K
|
18.2K
$618K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
20New |
$608 - $684
|
20
$679
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
8+ 4.62% |
$243 - $274
|
181
$6.14K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
7.33KNew |
$194K - $233K
|
7.33K
$249K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
6.77KNew |
$179K - $215K
|
6.77K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.78KNew |
$47.1K - $56.6K
|
1.78K
$60.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
520New |
$13.7K - $16.5K
|
520
$17.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
370New |
$9.77K - $11.7K
|
370
$12.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
250+ 2.23% |
$6.6K - $7.93K
|
11.5K
$389K
|
|
| Q3 2023 | |||||||
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
36New |
$1.02K - $1.11K
|
36
$1.22K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
16.8K+ 63.88% |
$464K - $499K
|
43.2K
$1.47M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.71K+ 5.71% |
$74.5K - $80.2K
|
50.1K
$1.7M
|
|