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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
262K+ 22.39% |
$8.72M - $9.54M
|
1.43M
$50.1M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
149K+ 39.02% |
$4.96M - $5.43M
|
531K
$18.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
25.4K+ 5.16% |
$846K - $926K
|
518K
$18.1M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
22K+ 33.18% |
$732K - $801K
|
88.3K
$3.09M
|
|
|
May 08, 2025
Q1 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
21.9K+ 2.41% |
$730K - $799K
|
931K
$32.5M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10K+ 3.41% |
$334K - $365K
|
304K
$10.6M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.22KNew |
$307K - $336K
|
9.22K
$322K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.84K+ 26.0% |
$261K - $285K
|
38K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
6.8KNew |
$226K - $248K
|
6.8K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
6.77KNew |
$225K - $247K
|
6.77K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.77KNew |
$225K - $246K
|
6.77K
$236K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
BUY
|
- |
6.45KNew |
$215K - $235K
|
6.45K
$225K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.33K+ 3.5% |
$144K - $158K
|
128K
$4.47M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.14K+ 4.27% |
$138K - $151K
|
101K
$3.53M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.42K+ 1.35% |
$114K - $124K
|
257K
$8.97M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.19K+ 1.21% |
$106K - $116K
|
267K
$9.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.01K+ 13.18% |
$100K - $110K
|
25.9K
$903K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.66K+ 10.95% |
$88.5K - $96.8K
|
26.9K
$941K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.03K+ 20.91% |
$67.5K - $73.9K
|
11.7K
$410K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.36K+ 11.96% |
$45.1K - $49.3K
|
12.7K
$443K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
950+ 6.5% |
$31.6K - $34.6K
|
15.6K
$544K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
870+ 3.5% |
$29K - $31.7K
|
25.7K
$898K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
853New |
$28.4K - $31.1K
|
853
$29.8K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
677+ 2.29% |
$22.5K - $24.6K
|
30.2K
$1.06M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
658+ 2.23% |
$21.9K - $24K
|
30.1K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
624+ 7.79% |
$20.8K - $22.7K
|
8.63K
$302K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
575+ 28.75% |
$19.1K - $20.9K
|
2.58K
$89.9K
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
533+ 4.51% |
$17.7K - $19.4K
|
12.3K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
516+ 8.56% |
$17.2K - $18.8K
|
6.55K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
509+ 5.65% |
$16.9K - $18.5K
|
9.52K
$333K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
400+ 3.13% |
$13.3K - $14.6K
|
13.2K
$461K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
359+ 2.41% |
$11.9K - $13.1K
|
15.3K
$533K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
325+ 1.82% |
$10.8K - $11.8K
|
18.1K
$634K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
286+ 4.39% |
$9.52K - $10.4K
|
6.8K
$238K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
222+ 0.35% |
$7.39K - $8.08K
|
63.6K
$2.22M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
125+ 4.06% |
$4.16K - $4.55K
|
3.21K
$112K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
107New |
$3.56K - $3.9K
|
107
$3.74K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
93New |
$3.1K - $3.39K
|
93
$3.25K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
78+ 3.63% |
$2.6K - $2.84K
|
2.23K
$77.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
68New |
$2.26K - $2.48K
|
68
$2.38K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
61New |
$2.03K - $2.22K
|
61
$2.13K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
47+ 1.35% |
$1.56K - $1.71K
|
3.53K
$123K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
26+ 14.36% |
$865 - $947
|
207
$7.23K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
17New |
$566 - $619
|
17
$594
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14New |
$466 - $510
|
14
$489
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10+ 0.06% |
$333 - $364
|
17.1K
$597K
|
|
|
May 08, 2025
Q1 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
8+ 0.03% |
$266 - $291
|
27K
$945K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.01% |
$33.3 - $36.4
|
9.36K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-7- 0.06% |
$233 - $255
|
11.6K
$404K
|