Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
8.05K+ 3.05% |
$303K - $314K
|
272K
$10.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.22K+ 4.38% |
$45.8K - $47.5K
|
29K
$1.11M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
931+ 20.04% |
$35.1K - $36.4K
|
5.58K
$214K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
847+ 11.63% |
$31.9K - $33.1K
|
8.13K
$313K
|
|
|
Jan 23, 2026
Q4 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
777+ 7.99% |
$29.3K - $30.4K
|
10.5K
$403K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
307+ 4.31% |
$11.6K - $12K
|
7.43K
$285K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
92+ 1.71% |
$3.47K - $3.6K
|
5.46K
$210K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
81+ 31.27% |
$3.05K - $3.17K
|
340
$13.1K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
50New |
$1.89K - $1.95K
|
50
$1.92K
|
|
|
Jan 16, 2026
Q4 2025
|
Crewe Advisors LLC
|
BUY
|
- |
9+ 2.24% |
$339 - $352
|
410
$15.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Trust CO
|
BUY
|
- |
1+ 0.01% |
$37.7 - $39.1
|
10.8K
$415K
|
|
|
Jan 09, 2026
Q4 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-782- 4.35% |
$29.5K - $30.6K
|
17.2K
$660K
|
|
|
Jan 23, 2026
Q4 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-2.28K- 3.69% |
$86.1K - $89.2K
|
59.5K
$2.29M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.4K- 7.02% |
$90.4K - $93.8K
|
31.8K
$1.22M
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-28.5K- 72.11% |
$1.07M - $1.11M
|
11K
$424K
|
|