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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
6.8KNew |
$226K - $248K
|
6.8K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.14K+ 4.27% |
$138K - $151K
|
101K
$3.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.01K+ 13.18% |
$100K - $110K
|
25.9K
$865K
|
|
|
Apr 14, 2025
Q1 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
2.66K+ 10.95% |
$88.5K - $96.8K
|
26.9K
$902K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.03K+ 20.91% |
$67.5K - $73.9K
|
11.7K
$393K
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
1.36K+ 11.96% |
$45.1K - $49.3K
|
12.7K
$424K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
950+ 6.5% |
$31.6K - $34.6K
|
15.6K
$521K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
853New |
$28.4K - $31.1K
|
853
$28.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Stage Harbor Financial, LLC
Needham, MA |
BUY
|
- |
624+ 7.79% |
$20.8K - $22.7K
|
8.63K
$289K
|
|
|
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 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
359+ 2.41% |
$11.9K - $13.1K
|
15.3K
$511K
|
|
|
Apr 30, 2025
Q1 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
325+ 1.82% |
$10.8K - $11.8K
|
18.1K
$607K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
286+ 4.39% |
$9.52K - $10.4K
|
6.8K
$228K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
222+ 0.35% |
$7.39K - $8.08K
|
63.6K
$2.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
68New |
$2.26K - $2.48K
|
68
$2.28K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
61New |
$2.03K - $2.22K
|
61
$2.04K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
47+ 1.35% |
$1.56K - $1.71K
|
3.53K
$118K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
26+ 14.36% |
$865 - $947
|
207
$6.93K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
1+ 0.01% |
$33.3 - $36.4
|
9.36K
$313K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-7- 0.06% |
$233 - $255
|
11.6K
$387K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-30- 0.51% |
$998 - $1.09K
|
5.86K
$196K
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-159- 2.47% |
$5.29K - $5.79K
|
6.28K
$210K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-175- 4.67% |
$5.82K - $6.37K
|
3.58K
$120K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-200- 1.58% |
$6.66K - $7.28K
|
12.4K
$416K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-242- 2.31% |
$8.05K - $8.81K
|
10.2K
$342K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-256- 7.45% |
$8.52K - $9.32K
|
3.18K
$106K
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-290- 2.94% |
$9.65K - $10.6K
|
9.57K
$320K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-500- 2.57% |
$16.6K - $18.2K
|
19K
$635K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-696- 8.25% |
$23.2K - $25.3K
|
7.74K
$259K
|
|
|
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 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-1.46K- 18.69% |
$48.6K - $53.2K
|
6.36K
$213K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-1.72K- 33.36% |
$57.2K - $62.6K
|
3.43K
$115K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-2.93K- 30.73% |
$97.4K - $107K
|
6.6K
$221K
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.36K- 5.85% |
$112K - $122K
|
54K
$1.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-31.5K- 37.65% |
$1.05M - $1.15M
|
52.2K
$1.75M
|