Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
11K+ 114.13% |
$396K - $426K
|
20.6K
$793K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.35KNew |
$193K - $207K
|
5.35K
$205K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.07K+ 80.39% |
$74.5K - $80.2K
|
4.65K
$178K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
1.77K+ 24.39% |
$63.8K - $68.7K
|
9.04K
$347K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
1.04K+ 10.7% |
$37.5K - $40.4K
|
10.8K
$414K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
937New |
$33.7K - $36.3K
|
937
$36K
|
|
|
Oct 21, 2025
Q3 2025
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
790+ 7.37% |
$28.4K - $30.6K
|
11.5K
$442K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
452+ 7.01% |
$16.3K - $17.5K
|
6.9K
$265K
|
|
|
Oct 15, 2025
Q3 2025
|
Neumann Capital Management, LLC
|
BUY
|
- |
370+ 2.38% |
$13.3K - $14.3K
|
15.9K
$611K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
279+ 1.02% |
$10K - $10.8K
|
27.8K
$1.07M
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
228+ 2.4% |
$8.21K - $8.83K
|
9.72K
$373K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
158+ 0.86% |
$5.69K - $6.12K
|
18.6K
$714K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
147New |
$5.29K - $5.69K
|
147
$5.64K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
122+ 69.71% |
$4.39K - $4.73K
|
297
$11.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7New |
$252 - $271
|
7
$269
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-60- 0.65% |
$2.16K - $2.32K
|
9.19K
$353K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-78- 1.12% |
$2.81K - $3.02K
|
6.91K
$265K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-100- 1.27% |
$3.6K - $3.87K
|
7.75K
$298K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-100- 1.05% |
$3.6K - $3.87K
|
9.42K
$362K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-197- 2.63% |
$7.09K - $7.63K
|
7.29K
$280K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-564- 2.51% |
$20.3K - $21.8K
|
21.9K
$839K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-681- 7.04% |
$24.5K - $26.4K
|
9K
$345K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-710- 2.86% |
$25.6K - $27.5K
|
24.1K
$926K
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.06K- 1.69% |
$38.3K - $41.2K
|
61.8K
$2.37M
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.54K- 3.2% |
$55.4K - $59.6K
|
46.6K
$1.79M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.84K- 5.12% |
$66.3K - $71.4K
|
34.2K
$1.31M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.14K- 5.13% |
$76.9K - $82.8K
|
39.5K
$1.52M
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.63K- 21.13% |
$94.5K - $102K
|
9.81K
$376K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.86K- 3.22% |
$175K - $188K
|
146K
$5.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-29.5KClosed |
$1.06M - $1.14M
|
0
$0
|