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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
70+ 0.77% |
$2.24K - $2.39K
|
9.21K
$334K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
60New |
$1.92K - $2.04K
|
60
$2.18K
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
30+ 0.11% |
$961 - $1.02K
|
27.1K
$982K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
18+ 36.0% |
$576 - $613
|
68
$2.47K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3+ 0.04% |
$96.1 - $102
|
6.73K
$244K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
38.8KNew |
$1.18M - $1.33M
|
38.8K
$1.41M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
18.8KNew |
$570K - $642K
|
18.8K
$681K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.9KNew |
$543K - $611K
|
17.9K
$649K
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
10.7KNew |
$326K - $367K
|
10.7K
$389K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
750+ 37.5% |
$22.8K - $25.7K
|
2.75K
$99.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
349+ 5.08% |
$10.6K - $11.9K
|
7.22K
$262K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
55+ 0.3% |
$1.67K - $1.88K
|
18.2K
$661K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
20New |
$608 - $684
|
20
$726
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
13+ 3.27% |
$395 - $445
|
411
$14.9K
|
|
|
May 13, 2024
Q1 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
8+ 4.62% |
$243 - $274
|
181
$6.57K
|
|
| Q4 2023 | |||||||
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7.68K+ 128.89% |
$203K - $244K
|
13.6K
$495K
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
7.33KNew |
$194K - $233K
|
7.33K
$266K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
6.77KNew |
$179K - $215K
|
6.77K
$246K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.84K+ 15.95% |
$75.1K - $90.2K
|
20.7K
$750K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.78KNew |
$47.1K - $56.6K
|
1.78K
$64.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
870New |
$23K - $27.6K
|
870
$31.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
520New |
$13.7K - $16.5K
|
520
$18.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
370New |
$9.77K - $11.7K
|
370
$13.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
250+ 2.23% |
$6.6K - $7.93K
|
11.5K
$416K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
242New |
$6.39K - $7.68K
|
242
$8.78K
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
13+ 7.51% |
$343 - $412
|
186
$6.75K
|
|
| Q3 2023 | |||||||
|
Oct 17, 2023
Q3 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
36New |
$1.02K - $1.11K
|
36
$1.31K
|
|
| Q2 2023 | |||||||
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
16.8K+ 63.88% |
$464K - $499K
|
43.2K
$1.57M
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.71K+ 5.71% |
$74.5K - $80.2K
|
50.1K
$1.82M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
BUY
|
- |
1.49K+ 15.16% |
$41.1K - $44.3K
|
11.3K
$412K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
55+ 0.78% |
$1.51K - $1.63K
|
7.07K
$257K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6New |
$165 - $178
|
6
$218
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
25.8KNew |
$697K - $851K
|
25.8K
$938K
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
17.1K+ 13.47% |
$462K - $565K
|
144K
$5.24M
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
3.66K+ 25.05% |
$98.7K - $121K
|
18.3K
$663K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.38KNew |
$64.1K - $78.2K
|
2.38K
$86.2K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
9New |
$243 - $296
|
9
$327
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
103KNew |
$2.94M - $3.42M
|
103K
$3.76M
|
|
|
Feb 06, 2023
Q4 2022
|
Phoenix Wealth Advisors
|
BUY
|
- |
99.2KNew |
$2.82M - $3.29M
|
99.2K
$3.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
11KNew |
$313K - $364K
|
11K
$399K
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
8.75KNew |
$249K - $290K
|
8.75K
$318K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
5KNew |
$142K - $166K
|
5K
$182K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.17K+ 67.28% |
$33.3K - $38.7K
|
2.91K
$106K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
391+ 122.96% |
$11.1K - $12.9K
|
709
$25.7K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
40New |
$1.14K - $1.32K
|
40
$1.45K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1New |
$28.4 - $33.1
|
1
$36.3
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1+ 14.29% |
$28.4 - $33.1
|
8
$290
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
16.2K+ 179.54% |
$461K - $566K
|
25.3K
$917K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.35KNew |
$237K - $291K
|
8.35K
$303K
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.35KNew |
$237K - $291K
|
8.35K
$303K
|
|