Purchases and Sales Made in Q1 2025 in Nuveen Esg Mid Cap Growth ETF (NUMG)
This table provides information about the institutional ownership of Nuveen Esg Mid Cap Growth ETF (NUMG) during Q1 2025. The information is specifically focused on institutions that hold shares of NUVEEN ESG MID-CAP GROWTH ETF .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
55+ 0.59% |
$2.3K - $2.77K
|
9.39K
$443K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
55+ 0.87% |
$2.3K - $2.77K
|
6.38K
$301K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
54New |
$2.26K - $2.72K
|
54
$2.55K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
39+ 0.63% |
$1.63K - $1.96K
|
6.28K
$296K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
24New |
$1K - $1.21K
|
24
$1.13K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
23+ 0.91% |
$961 - $1.16K
|
2.56K
$121K
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
20New |
$836 - $1.01K
|
20
$943
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
16+ 0.3% |
$668 - $806
|
5.31K
$250K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
5+ 2.7% |
$209 - $252
|
190
$8.96K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5+ 8.33% |
$209 - $252
|
65
$3.07K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$41.8 - $50.4
|
1
$47.2
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-10- 0.2% |
$418 - $504
|
4.98K
$235K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-16- 0.87% |
$668 - $806
|
1.82K
$85.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-22- 0.23% |
$919 - $1.11K
|
9.44K
$445K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-24- 0.28% |
$1K - $1.21K
|
8.63K
$407K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-39- 0.26% |
$1.63K - $1.96K
|
15.1K
$711K
|
|
|
Apr 15, 2025
Q1 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
SELL
|
- |
-57- 1.18% |
$2.38K - $2.87K
|
4.78K
$225K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-97- 4.85% |
$4.05K - $4.88K
|
1.9K
$89.8K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-119- 69.19% |
$4.97K - $5.99K
|
53
$2.5K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-120- 2.4% |
$5.01K - $6.04K
|
4.88K
$230K
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-150- 50.0% |
$6.27K - $7.55K
|
150
$7.08K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-214- 8.98% |
$8.94K - $10.8K
|
2.17K
$102K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-227- 60.05% |
$9.48K - $11.4K
|
151
$7.12K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-250- 0.36% |
$10.4K - $12.6K
|
69K
$3.26M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-264- 1.87% |
$11K - $13.3K
|
13.8K
$652K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-295- 1.3% |
$12.3K - $14.9K
|
22.3K
$1.05M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-315- 1.54% |
$13.2K - $15.9K
|
20.2K
$951K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-345- 3.71% |
$14.4K - $17.4K
|
8.94K
$422K
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-367- 4.66% |
$15.3K - $18.5K
|
7.51K
$354K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-603- 2.64% |
$25.2K - $30.4K
|
22.2K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-618- 7.24% |
$25.8K - $31.1K
|
7.91K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-753- 27.49% |
$31.5K - $37.9K
|
1.99K
$93.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-877- 19.28% |
$36.6K - $44.2K
|
3.67K
$173K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-884- 8.54% |
$36.9K - $44.5K
|
9.47K
$447K
|
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-919- 5.07% |
$38.4K - $46.3K
|
17.2K
$812K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-943- 15.05% |
$39.4K - $47.5K
|
5.32K
$251K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.53K- 3.29% |
$64K - $77.1K
|
45K
$2.12M
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1.55K- 21.42% |
$64.8K - $78.1K
|
5.69K
$268K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.56K- 9.56% |
$65.1K - $78.4K
|
14.7K
$695K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.74K- 5.22% |
$72.5K - $87.4K
|
31.5K
$1.49M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.82K- 22.32% |
$75.9K - $91.4K
|
6.32K
$298K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.25K- 3.76% |
$93.8K - $113K
|
57.5K
$2.71M
|
|
|
Apr 22, 2025
Q1 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-2.34K- 10.55% |
$97.9K - $118K
|
19.9K
$937K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.52K- 71.3% |
$105K - $127K
|
1.01K
$47.8K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.76K- 9.05% |
$115K - $139K
|
27.7K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.02K- 3.75% |
$126K - $152K
|
77.5K
$3.66M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-3.22K- 4.91% |
$135K - $162K
|
62.4K
$2.94M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.46K- 13.26% |
$228K - $275K
|
35.7K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-6.96K- 6.15% |
$291K - $351K
|
106K
$5.01M
|