Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.6K+ 2.13% |
$926K - $1.1M
|
1.46M
$55.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
29.5KNew |
$895K - $1.06M
|
29.5K
$1.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.1K+ 183.98% |
$821K - $977K
|
41.8K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
20.4K+ 3.94% |
$618K - $736K
|
539K
$20.6M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.6K+ 2.93% |
$472K - $562K
|
547K
$20.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4KNew |
$407K - $485K
|
13.4K
$514K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
12.2K+ 4.58% |
$370K - $440K
|
279K
$10.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10.5K+ 258.45% |
$317K - $377K
|
14.5K
$554K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.4K+ 72.05% |
$314K - $374K
|
24.7K
$945K
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
9.69KNew |
$293K - $349K
|
9.69K
$370K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8.99K+ 7.03% |
$272K - $324K
|
137K
$5.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
8.27K+ 9.36% |
$250K - $298K
|
96.6K
$3.69M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.05K+ 118.88% |
$244K - $290K
|
14.8K
$566K
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
7.85KNew |
$238K - $283K
|
7.85K
$300K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
5.99K+ 169.82% |
$181K - $216K
|
9.52K
$364K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
3.47K+ 108.36% |
$105K - $125K
|
6.68K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.16K+ 12.08% |
$95.6K - $114K
|
29.3K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
2.98KNew |
$90.2K - $107K
|
2.98K
$114K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.27K+ 34.08% |
$68.6K - $81.7K
|
8.92K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.92K+ 10.59% |
$58.1K - $69.2K
|
20K
$765K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
1.68K+ 25.67% |
$50.9K - $60.6K
|
8.23K
$314K
|
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
1.56K+ 24.53% |
$47.2K - $56.2K
|
7.92K
$302K
|
|
|
Aug 13, 2025
Q2 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.38K+ 11.2% |
$41.8K - $49.8K
|
13.7K
$524K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.21K+ 18.69% |
$36.5K - $43.5K
|
7.66K
$293K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
873+ 3.4% |
$26.4K - $31.5K
|
26.6K
$1.02M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
671+ 10.17% |
$20.3K - $24.2K
|
7.27K
$278K
|
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
545+ 2.02% |
$16.5K - $19.6K
|
27.5K
$1.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
544+ 8.44% |
$16.5K - $19.6K
|
6.99K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
378+ 2.21% |
$11.4K - $13.6K
|
17.5K
$667K
|
|
|
Aug 14, 2025
Q2 2025
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
348+ 4.21% |
$10.5K - $12.5K
|
8.61K
$329K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
318New |
$9.63K - $11.5K
|
318
$12.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
311+ 20.49% |
$9.42K - $11.2K
|
1.83K
$69.8K
|
|
|
Jul 30, 2025
Q2 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
300+ 1.65% |
$9.08K - $10.8K
|
18.4K
$704K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
261+ 0.74% |
$7.9K - $9.41K
|
35.7K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
258+ 4.11% |
$7.81K - $9.3K
|
6.54K
$250K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
165+ 19.34% |
$5K - $5.95K
|
1.02K
$38.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
150+ 0.4% |
$4.54K - $5.41K
|
38.1K
$1.46M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
129+ 1.38% |
$3.91K - $4.65K
|
9.49K
$362K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
110+ 102.8% |
$3.33K - $3.97K
|
217
$8.29K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
70+ 0.73% |
$2.12K - $2.52K
|
9.64K
$368K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
69+ 3.1% |
$2.09K - $2.49K
|
2.29K
$87.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
40+ 0.32% |
$1.21K - $1.44K
|
12.7K
$486K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
9+ 3.96% |
$273 - $324
|
236
$9.01K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 22, 2025
Q2 2025
|
Dt Investment Partners, LLC
|
SELL
|
- |
-32- 15.46% |
$969 - $1.15K
|
175
$6.68K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-40- 17.09% |
$1.21K - $1.44K
|
194
$7.41K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-41- 0.01% |
$1.24K - $1.48K
|
304K
$11.6M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-118- 1.01% |
$3.57K - $4.25K
|
11.6K
$444K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-262- 3.38% |
$7.93K - $9.45K
|
7.48K
$286K
|
|
|
Aug 05, 2025
Q2 2025
|
Simmons Bank
|
SELL
|
- |
-265- 2.34% |
$8.02K - $9.55K
|
11.1K
$423K
|