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 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-275- 2.89% |
$8.33K - $9.91K
|
9.25K
$353K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-283- 1.55% |
$8.57K - $10.2K
|
18K
$686K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-354- 5.21% |
$10.7K - $12.8K
|
6.45K
$246K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-478- 4.68% |
$14.5K - $17.2K
|
9.74K
$372K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-478- 0.47% |
$14.5K - $17.2K
|
101K
$3.85M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-593- 0.23% |
$18K - $21.4K
|
256K
$9.78M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-715- 3.61% |
$21.7K - $25.8K
|
19.1K
$729K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-955- 0.68% |
$28.9K - $34.4K
|
139K
$5.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-998- 31.37% |
$30.2K - $36K
|
2.18K
$83.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1K- 9.72% |
$30.4K - $36.2K
|
9.33K
$356K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.03K- 3.98% |
$31.2K - $37.1K
|
24.8K
$948K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.19K- 3.2% |
$36.1K - $43K
|
36K
$1.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.2K- 39.54% |
$36.3K - $43.2K
|
1.83K
$70K
|
|
|
Aug 11, 2025
Q2 2025
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.4K- 5.17% |
$42.3K - $50.4K
|
25.6K
$979K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.42K- 4.7% |
$42.9K - $51.1K
|
28.7K
$1.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.72K- 11.27% |
$52.1K - $62K
|
13.6K
$517K
|
|
|
Jul 16, 2025
Q2 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-1.9K- 16.4% |
$57.5K - $68.5K
|
9.68K
$370K
|
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-1.91K- 11.25% |
$57.7K - $68.7K
|
15K
$574K
|
|
|
Aug 13, 2025
Q2 2025
|
Stage Harbor Financial, LLC
Needham, MA |
SELL
|
- |
-2.16K- 25.02% |
$65.4K - $77.9K
|
6.47K
$247K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.3K- 4.88% |
$69.5K - $82.7K
|
44.8K
$1.71M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2.61K- 76.09% |
$79.1K - $94.2K
|
821
$31.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-2.63K- 28.55% |
$79.7K - $94.9K
|
6.59K
$252K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.45K- 0.82% |
$135K - $161K
|
540K
$20.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5K- 25.78% |
$151K - $180K
|
14.4K
$549K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-5.89K- 10.9% |
$178K - $212K
|
48.2K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.8K- 25.79% |
$236K - $281K
|
22.4K
$856K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.5K- 20.18% |
$319K - $380K
|
41.7K
$1.59M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17.4K- 59.73% |
$528K - $629K
|
11.8K
$449K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-20.1K- 11.76% |
$609K - $725K
|
151K
$5.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-28.7K- 3.09% |
$870K - $1.04M
|
902K
$34.5M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-42.3K- 77.83% |
$1.28M - $1.53M
|
12.1K
$460K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-42.3K- 77.83% |
$1.28M - $1.53M
|
12.1K
$460K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-214K- 17.57% |
$6.48M - $7.72M
|
1M
$38.4M
|