Purchases and Sales Made in Q1 2025 in Nuveen Esg Mid Cap Value ETF (NUMV)
This table provides information about the institutional ownership of Nuveen Esg Mid Cap Value ETF (NUMV) during Q1 2025. The information is specifically focused on institutions that hold shares of NUVEEN ESG MID-CAP VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
6.8KNew |
$226K - $248K
|
6.8K
$226K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.01K+ 13.18% |
$100K - $110K
|
25.9K
$858K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.66K+ 10.95% |
$88.5K - $96.8K
|
26.9K
$894K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.03K+ 20.91% |
$67.5K - $73.9K
|
11.7K
$389K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.36K+ 11.96% |
$45.1K - $49.3K
|
12.7K
$421K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
950+ 6.5% |
$31.6K - $34.6K
|
15.6K
$516K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
853New |
$28.4K - $31.1K
|
853
$28.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
575+ 28.75% |
$19.1K - $20.9K
|
2.58K
$85.5K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
359+ 2.41% |
$11.9K - $13.1K
|
15.3K
$507K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
286+ 4.39% |
$9.52K - $10.4K
|
6.8K
$226K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
68New |
$2.26K - $2.48K
|
68
$2.26K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-30- 0.51% |
$998 - $1.09K
|
5.86K
$194K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-159- 2.47% |
$5.29K - $5.79K
|
6.28K
$208K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-175- 4.67% |
$5.82K - $6.37K
|
3.58K
$119K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-242- 2.31% |
$8.05K - $8.81K
|
10.2K
$339K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-256- 7.45% |
$8.52K - $9.32K
|
3.18K
$106K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-290- 2.94% |
$9.65K - $10.6K
|
9.57K
$318K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-696- 8.25% |
$23.2K - $25.3K
|
7.74K
$257K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.18K- 3.07% |
$39.2K - $42.9K
|
37.2K
$1.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.93K- 30.73% |
$97.4K - $107K
|
6.6K
$219K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.36K- 5.85% |
$112K - $122K
|
54K
$1.79M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-31.5K- 37.65% |
$1.05M - $1.15M
|
52.2K
$1.73M
|