Latest Institutional Transactions on Nuveen Esg Mid Cap Value ETF (NUMV)
This table provides information on the latest institutional transactions involving Nuveen Esg Mid Cap Value ETF (NUMV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-2.61K- 76.09% |
$79.1K - $94.2K
|
821
$31.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
9.69KNew |
$293K - $349K
|
9.69K
$372K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-283- 1.55% |
$8.57K - $10.2K
|
18K
$691K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-998- 31.37% |
$30.2K - $36K
|
2.18K
$83.9K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-151- 68.95% |
$5.03K - $5.5K
|
68
$2.61K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14New |
$466 - $510
|
14
$538
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
6.77KNew |
$225K - $247K
|
6.77K
$260K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
17New |
$566 - $619
|
17
$653
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-6.67K- 78.42% |
$222K - $243K
|
1.83K
$70.5K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-763- 3.87% |
$25.4K - $27.8K
|
19K
$729K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
SELL
|
- |
-2.4K- 50.06% |
$79.7K - $87.2K
|
2.39K
$91.8K
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
93New |
$3.1K - $3.39K
|
93
$3.57K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-750- 88.03% |
$25K - $27.3K
|
102
$3.92K
|
|
|
May 02, 2025
Q1 2025
|
Carson Advisory Inc.
|
SELL
|
- |
-500- 2.57% |
$16.6K - $18.2K
|
19K
$729K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
61New |
$2.03K - $2.22K
|
61
$2.34K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-175- 4.67% |
$5.82K - $6.37K
|
3.58K
$137K
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
6.8KNew |
$226K - $248K
|
6.8K
$261K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-30- 0.51% |
$998 - $1.09K
|
5.86K
$225K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
68New |
$2.26K - $2.48K
|
68
$2.61K
|
|
| Q4 2024 | |||||||
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
1+ 1.82% |
$34.5 - $38.3
|
56
$2.15K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-5.47K- 45.4% |
$188K - $209K
|
6.57K
$253K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
137+ 2.43% |
$4.72K - $5.25K
|
5.77K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-58- 0.32% |
$2K - $2.22K
|
18K
$692K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
14.5KNew |
$500K - $555K
|
14.5K
$557K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-222- 0.84% |
$7.65K - $8.5K
|
26.1K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
7+ 1.76% |
$241 - $268
|
405
$15.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
519New |
$17.9K - $19.9K
|
519
$20K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
473New |
$16.3K - $18.1K
|
473
$18.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
884New |
$30.5K - $33.8K
|
884
$34K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1K+ 114.94% |
$34.5K - $38.3K
|
1.87K
$71.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
10+ 1.79% |
$345 - $383
|
570
$21.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-210- 45.06% |
$7.24K - $8.04K
|
256
$9.84K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
88+ 1.82% |
$3.03K - $3.37K
|
4.92K
$189K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-10- 2.43% |
$345 - $383
|
401
$15.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 1.67% |
$34.5 - $38.3
|
61
$2.34K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6.73KNew |
$232K - $258K
|
6.73K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.51K- 32.98% |
$86.4K - $96K
|
5.09K
$196K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
16New |
$551 - $613
|
16
$615
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-111- 45.87% |
$3.62K - $4.09K
|
131
$5.04K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
499New |
$16.3K - $18.4K
|
499
$19.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-463- 54.92% |
$15.1K - $17.1K
|
380
$14.6K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-2.53K- 5.32% |
$82.6K - $93.2K
|
45K
$1.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-6.41KClosed |
$209K - $236K
|
0
$0
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
465New |
$15.2K - $17.1K
|
465
$17.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.61KNew |
$52.4K - $59.2K
|
1.61K
$61.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-42- 0.66% |
$1.37K - $1.55K
|
6.28K
$241K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.3K+ 3.26% |
$434K - $489K
|
420K
$16.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.95K+ 2.99% |
$63.6K - $71.8K
|
67.2K
$2.58M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-69- 21.04% |
$2.25K - $2.54K
|
259
$9.96K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.51K+ 11.14% |
$113K - $120K
|
35.1K
$1.35M
|
|