Latest Institutional Transactions on Nuveen Esg Mid Cap Value ETF (NUMV)
This table provides information on the latest institutional transactions involving Nuveen Esg Mid Cap Value ETF (NUMV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-500- 2.57% |
$16.6K - $18.2K
|
19K
$635K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.72K- 33.36% |
$57.2K - $62.6K
|
3.43K
$115K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.01% |
$33.3 - $36.4
|
9.36K
$313K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
222+ 0.35% |
$7.39K - $8.08K
|
63.6K
$2.13M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-200- 1.58% |
$6.66K - $7.28K
|
12.4K
$416K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-7- 0.06% |
$233 - $255
|
11.6K
$387K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
47+ 1.35% |
$1.56K - $1.71K
|
3.53K
$118K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
325+ 1.82% |
$10.8K - $11.8K
|
18.1K
$607K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.14K+ 4.27% |
$138K - $151K
|
101K
$3.39M
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
624+ 7.79% |
$20.8K - $22.7K
|
8.63K
$289K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
26+ 14.36% |
$865 - $947
|
207
$6.93K
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-1.46K- 18.69% |
$48.6K - $53.2K
|
6.36K
$213K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
61New |
$2.03K - $2.22K
|
61
$2.04K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-175- 4.67% |
$5.82K - $6.37K
|
3.58K
$120K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.36K- 5.85% |
$112K - $122K
|
54K
$1.81M
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.93K- 30.73% |
$97.4K - $107K
|
6.6K
$221K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
6.8KNew |
$226K - $248K
|
6.8K
$228K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.03K+ 20.91% |
$67.5K - $73.9K
|
11.7K
$393K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-159- 2.47% |
$5.29K - $5.79K
|
6.28K
$210K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
359+ 2.41% |
$11.9K - $13.1K
|
15.3K
$511K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-290- 2.94% |
$9.65K - $10.6K
|
9.57K
$320K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.01K+ 13.18% |
$100K - $110K
|
25.9K
$865K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-696- 8.25% |
$23.2K - $25.3K
|
7.74K
$259K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-31.5K- 37.65% |
$1.05M - $1.15M
|
52.2K
$1.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
950+ 6.5% |
$31.6K - $34.6K
|
15.6K
$521K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
286+ 4.39% |
$9.52K - $10.4K
|
6.8K
$228K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-256- 7.45% |
$8.52K - $9.32K
|
3.18K
$106K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.66K+ 10.95% |
$88.5K - $96.8K
|
26.9K
$902K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
575+ 28.75% |
$19.1K - $20.9K
|
2.58K
$86.2K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.18K- 3.07% |
$39.2K - $42.9K
|
37.2K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-30- 0.51% |
$998 - $1.09K
|
5.86K
$196K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.36K+ 11.96% |
$45.1K - $49.3K
|
12.7K
$424K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
68New |
$2.26K - $2.48K
|
68
$2.28K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-242- 2.31% |
$8.05K - $8.81K
|
10.2K
$342K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
853New |
$28.4K - $31.1K
|
853
$28.5K
|
|
| Q4 2024 | |||||||
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1+ 1.82% |
$34.5 - $38.3
|
56
$1.87K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
721+ 1.8% |
$24.8K - $27.6K
|
40.7K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
137+ 2.43% |
$4.72K - $5.25K
|
5.77K
$193K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
8.93K+ 3.51% |
$308K - $342K
|
263K
$8.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-58- 0.32% |
$2K - $2.22K
|
18K
$603K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
522New |
$18K - $20K
|
522
$17.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-859- 0.29% |
$29.6K - $32.9K
|
294K
$9.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.76K+ 7.61% |
$60.5K - $67.3K
|
24.8K
$831K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
34.1K+ 524.59% |
$1.18M - $1.31M
|
40.6K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
6.03KNew |
$208K - $231K
|
6.03K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.16K- 2.65% |
$143K - $159K
|
153K
$5.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-45.8K- 57.63% |
$1.58M - $1.76M
|
33.7K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
11.5K+ 160.71% |
$395K - $439K
|
18.6K
$623K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.03K+ 18.7% |
$35.5K - $39.4K
|
6.54K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.47K- 45.4% |
$188K - $209K
|
6.57K
$220K
|
|