Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.2K+ 177.93% |
$425K - $545K
|
17.6K
$849K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
4.75KNew |
$179K - $230K
|
4.75K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
4.33KNew |
$163K - $210K
|
4.33K
$209K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.77K+ 37.1% |
$105K - $134K
|
10.2K
$495K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-204- 2.71% |
$7.71K - $9.88K
|
7.31K
$353K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-298- 5.9% |
$11.3K - $14.4K
|
4.75K
$229K
|
|
|
Jul 16, 2025
Q2 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
SELL
|
- |
-451- 29.63% |
$17K - $21.9K
|
1.07K
$51.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-553- 8.64% |
$20.9K - $26.8K
|
5.85K
$282K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-785- 36.21% |
$29.6K - $38K
|
1.38K
$66.8K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1.33K- 15.45% |
$50.3K - $64.6K
|
7.3K
$352K
|
|
|
Jul 10, 2025
Q2 2025
|
Sk Wealth Management, LLC
Providence, RI |
SELL
|
- |
-2.5K- 12.56% |
$94.3K - $121K
|
17.4K
$839K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4.72K- 22.47% |
$178K - $229K
|
16.3K
$787K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.35K- 19.01% |
$202K - $259K
|
22.8K
$1.1M
|