Latest Institutional Purchases of Nuveen Esg Mid Cap Value ETF (NUMV)
This list provides information on the latest institutional transactions involving Nuveen Esg Mid Cap Value ETF (NUMV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| 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
|
|
| Q3 2025 | |||||||
|
Nov 12, 2025
Q3 2025
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
40.1K+ 4.45% |
$1.44M - $1.55M
|
942K
$36.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
31.9K+ 5.84% |
$1.15M - $1.24M
|
579K
$22.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
30.4K+ 5.64% |
$1.09M - $1.18M
|
569K
$21.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
17.8K+ 18.44% |
$641K - $690K
|
114K
$4.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.5K+ 108.13% |
$523K - $563K
|
28K
$1.08M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.2KNew |
$477K - $513K
|
13.2K
$509K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13.1K+ 1288.61% |
$472K - $508K
|
14.1K
$543K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
11.3K+ 8.11% |
$407K - $438K
|
151K
$5.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
11K+ 114.13% |
$396K - $426K
|
20.6K
$794K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.91K+ 22.14% |
$357K - $384K
|
54.7K
$2.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
6.08KNew |
$219K - $236K
|
6.08K
$234K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
5.35KNew |
$193K - $207K
|
5.35K
$206K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.34KNew |
$192K - $207K
|
5.34K
$205K
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
3.18K+ 38.61% |
$114K - $123K
|
11.4K
$438K
|
|
|
Nov 12, 2025
Q3 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.17K+ 15.84% |
$78.2K - $84.2K
|
15.9K
$611K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.95K+ 1.43% |
$70.3K - $75.7K
|
139K
$5.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.9K+ 20.42% |
$68.5K - $73.8K
|
11.2K
$432K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
1.77K+ 24.39% |
$63.8K - $68.7K
|
9.04K
$348K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.75K+ 13.27% |
$63K - $67.8K
|
14.9K
$574K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.41K+ 5.31% |
$50.8K - $54.7K
|
28K
$1.08M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
937New |
$33.7K - $36.3K
|
937
$36K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
884+ 3.02% |
$31.8K - $34.2K
|
30.2K
$1.16M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
804+ 2.8% |
$28.9K - $31.1K
|
29.5K
$1.13M
|
|
|
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
$612K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
320+ 4.18% |
$11.5K - $12.4K
|
7.98K
$307K
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
283+ 2.09% |
$10.2K - $11K
|
13.8K
$532K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
256+ 11.16% |
$9.21K - $9.92K
|
2.55K
$98K
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
158+ 0.86% |
$5.69K - $6.12K
|
18.6K
$715K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
147New |
$5.29K - $5.69K
|
147
$5.65K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
127New |
$4.57K - $4.92K
|
127
$4.88K
|
|
|
Oct 22, 2025
Q3 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
122+ 69.71% |
$4.39K - $4.73K
|
297
$11.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
59+ 6.79% |
$2.12K - $2.29K
|
928
$35.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
51+ 2.79% |
$1.84K - $1.98K
|
1.88K
$72.3K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
17+ 7.83% |
$612 - $659
|
234
$8.99K
|
|
|
Nov 12, 2025
Q3 2025
|
Heritage Wealth Advisors
|
BUY
|
- |
17+ 0.07% |
$612 - $659
|
25.7K
$987K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
8+ 1.53% |
$288 - $310
|
530
$20.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
7New |
$252 - $271
|
7
$269
|
|