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 |
|---|---|---|---|---|---|---|---|
|
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 07, 2025
Q3 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
7.71K+ 3.01% |
$277K - $299K
|
264K
$10.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
6.08KNew |
$219K - $236K
|
6.08K
$234K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.37KNew |
$193K - $208K
|
5.37K
$206K
|
|
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.07K+ 80.39% |
$74.5K - $80.2K
|
4.65K
$179K
|
|
|
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 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
1.04K+ 10.7% |
$37.5K - $40.4K
|
10.8K
$415K
|
|
|
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
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
439+ 6.57% |
$15.8K - $17K
|
7.12K
$274K
|
|
|
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
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
279+ 1.02% |
$10K - $10.8K
|
27.8K
$1.07M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
256+ 11.16% |
$9.21K - $9.92K
|
2.55K
$98K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
228+ 2.4% |
$8.21K - $8.83K
|
9.72K
$374K
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1+ 0.0% |
$36 - $38.7
|
20K
$770K
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-40- 3.31% |
$1.44K - $1.55K
|
1.17K
$44.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-45- 0.57% |
$1.62K - $1.74K
|
7.87K
$303K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-60- 0.65% |
$2.16K - $2.32K
|
9.19K
$353K
|
|