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 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17- 0.25% |
$566 - $619
|
6.65K
$232K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-30- 0.51% |
$998 - $1.09K
|
5.86K
$205K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-35- 2.25% |
$1.16K - $1.27K
|
1.52K
$53K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-85- 0.5% |
$2.83K - $3.09K
|
16.9K
$592K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-122- 34.96% |
$4.06K - $4.44K
|
227
$7.93K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-151- 68.95% |
$5.03K - $5.5K
|
68
$2.38K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-159- 2.47% |
$5.29K - $5.79K
|
6.28K
$219K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-175- 4.67% |
$5.82K - $6.37K
|
3.58K
$125K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-200- 1.58% |
$6.66K - $7.28K
|
12.4K
$434K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-222- 3.33% |
$7.39K - $8.08K
|
6.45K
$225K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-242- 2.31% |
$8.05K - $8.81K
|
10.2K
$357K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-256- 7.45% |
$8.52K - $9.32K
|
3.18K
$111K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-290- 2.94% |
$9.65K - $10.6K
|
9.57K
$334K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-327- 3.07% |
$10.9K - $11.9K
|
10.3K
$361K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-475- 13.54% |
$15.8K - $17.3K
|
3.03K
$106K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-500- 2.57% |
$16.6K - $18.2K
|
19K
$663K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-696- 8.25% |
$23.2K - $25.3K
|
7.74K
$270K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-747- 3.93% |
$24.9K - $27.2K
|
18.2K
$637K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-750- 88.03% |
$25K - $27.3K
|
102
$3.56K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-763- 3.87% |
$25.4K - $27.8K
|
19K
$662K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.04K- 5.58% |
$34.5K - $37.8K
|
17.6K
$614K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.18K- 3.07% |
$39.2K - $42.9K
|
37.2K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.44K- 26.28% |
$48K - $52.5K
|
4.05K
$141K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-1.46K- 18.69% |
$48.6K - $53.2K
|
6.36K
$222K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.51K- 7.21% |
$50.1K - $54.8K
|
19.4K
$677K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.69K- 1.53% |
$56.2K - $61.5K
|
108K
$3.78M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-1.69K- 7.86% |
$56.2K - $61.5K
|
19.8K
$692K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.72K- 33.36% |
$57.2K - $62.6K
|
3.43K
$120K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.1K- 1.21% |
$69.8K - $76.4K
|
171K
$5.97M
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-2.4K- 50.06% |
$79.7K - $87.2K
|
2.39K
$83.4K
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.9K- 4.19% |
$96.4K - $106K
|
66.3K
$2.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.93K- 30.73% |
$97.4K - $107K
|
6.6K
$230K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.93K- 10.09% |
$97.6K - $107K
|
26.1K
$913K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.11K- 14.64% |
$103K - $113K
|
18.1K
$633K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.36K- 5.85% |
$112K - $122K
|
54K
$1.89M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.5K- 13.35% |
$150K - $164K
|
29.2K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-5.29K- 12.98% |
$176K - $192K
|
35.4K
$1.24M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-6.67K- 78.42% |
$222K - $243K
|
1.83K
$64.1K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-8.58K- 15.42% |
$286K - $313K
|
47.1K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.2K- 2.19% |
$405K - $443K
|
545K
$19M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.9K- 8.42% |
$429K - $470K
|
140K
$4.9M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-25.9K- 63.72% |
$861K - $942K
|
14.7K
$515K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-31.5K- 37.65% |
$1.05M - $1.15M
|
52.2K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-47.8K- 3.78% |
$1.59M - $1.74M
|
1.22M
$42.6M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-118K- 68.49% |
$3.93M - $4.3M
|
54.4K
$1.9M
|