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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
63K+ 30.74% |
$2.38M - $3.05M
|
268K
$12.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41.9K+ 9.72% |
$1.58M - $2.03M
|
473K
$22.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
22KNew |
$831K - $1.07M
|
22K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
16.8K+ 8.11% |
$635K - $815K
|
224K
$10.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.8K+ 13.38% |
$635K - $815K
|
142K
$6.87M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16KNew |
$605K - $777K
|
16K
$773K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
15.6K+ 4.7% |
$589K - $756K
|
348K
$16.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
14K+ 1.28% |
$530K - $680K
|
1.11M
$53.5M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
13KNew |
$493K - $632K
|
13K
$629K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
11.2K+ 177.93% |
$425K - $545K
|
17.6K
$847K
|
|
|
Jul 22, 2025
Q2 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
8.06KNew |
$304K - $390K
|
8.06K
$388K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.17KNew |
$271K - $347K
|
7.17K
$345K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.77K+ 108.4% |
$218K - $279K
|
11.1K
$534K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.03KNew |
$190K - $244K
|
5.03K
$242K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.94K+ 9.87% |
$187K - $239K
|
55K
$2.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
4.75KNew |
$179K - $230K
|
4.75K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.52KNew |
$171K - $219K
|
4.52K
$218K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
4.36K+ 119.75% |
$165K - $211K
|
8K
$386K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.35KNew |
$164K - $211K
|
4.35K
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
4.33KNew |
$163K - $210K
|
4.33K
$209K
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3.41K+ 39.88% |
$129K - $165K
|
12K
$576K
|
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.18KNew |
$120K - $154K
|
3.18K
$153K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.1K+ 0.39% |
$117K - $150K
|
790K
$38.1M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.85K+ 52.63% |
$108K - $138K
|
8.27K
$398K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
2.77K+ 37.1% |
$105K - $134K
|
10.2K
$494K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.24KNew |
$84.7K - $109K
|
2.24K
$108K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.06KNew |
$77.7K - $99.7K
|
2.06K
$99.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.03K+ 5.7% |
$76.8K - $98.5K
|
37.7K
$1.82M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.67K+ 19.62% |
$63.2K - $81.1K
|
10.2K
$492K
|
|
|
Aug 07, 2025
Q2 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.62K+ 28.54% |
$61.3K - $78.7K
|
7.31K
$353K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.41K+ 19.26% |
$53.4K - $68.5K
|
8.76K
$422K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.09K+ 54.83% |
$41.1K - $52.8K
|
3.08K
$148K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
921+ 6.25% |
$34.8K - $44.6K
|
15.7K
$755K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
899+ 17.16% |
$34K - $43.6K
|
6.14K
$296K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
747+ 3.15% |
$28.2K - $36.2K
|
24.5K
$1.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
608+ 12.66% |
$23K - $29.5K
|
5.41K
$261K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
320+ 37.43% |
$12.1K - $15.5K
|
1.18K
$56.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
306+ 6.06% |
$11.6K - $14.8K
|
5.36K
$258K
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
252+ 0.68% |
$9.52K - $12.2K
|
37.5K
$1.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
200+ 1.67% |
$7.55K - $9.69K
|
12.2K
$588K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
42+ 64.62% |
$1.59K - $2.03K
|
107
$5.16K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
41+ 0.43% |
$1.55K - $1.99K
|
9.48K
$457K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
41+ 0.18% |
$1.55K - $1.99K
|
22.3K
$1.07M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
32+ 1.08% |
$1.21K - $1.55K
|
3K
$144K
|
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
28+ 18.54% |
$1.06K - $1.36K
|
179
$8.63K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8+ 4.37% |
$302 - $388
|
191
$9.21K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-14- 0.02% |
$529 - $678
|
77.5K
$3.74M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18- 0.03% |
$680 - $872
|
57.4K
$2.77M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-48- 52.75% |
$1.81K - $2.33K
|
43
$2.07K
|