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 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-70- 3.82% |
$2.52K - $2.71K
|
1.76K
$67.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-78- 1.12% |
$2.81K - $3.02K
|
6.91K
$266K
|
|
|
Nov 07, 2025
Q3 2025
|
Addison Advisors LLC
|
SELL
|
- |
-87- 0.46% |
$3.13K - $3.37K
|
19K
$731K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-88- 0.76% |
$3.17K - $3.41K
|
11.5K
$443K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-97- 0.56% |
$3.49K - $3.76K
|
17.4K
$668K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-100- 1.05% |
$3.6K - $3.87K
|
9.42K
$362K
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-100- 1.27% |
$3.6K - $3.87K
|
7.75K
$298K
|
|
|
Nov 21, 2025
Q3 2025
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-111- 16.28% |
$3.99K - $4.3K
|
571
$21.9K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-197- 2.63% |
$7.09K - $7.63K
|
7.29K
$280K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-210- 1.2% |
$7.56K - $8.14K
|
17.4K
$667K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-316- 1.28% |
$11.4K - $12.2K
|
24.4K
$939K
|
|
|
Nov 04, 2025
Q3 2025
|
Simmons Bank
|
SELL
|
- |
-422- 3.81% |
$15.2K - $16.3K
|
10.6K
$409K
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-557- 3.71% |
$20K - $21.6K
|
14.5K
$556K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-564- 2.51% |
$20.3K - $21.8K
|
21.9K
$840K
|
|
|
Oct 24, 2025
Q3 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-681- 7.04% |
$24.5K - $26.4K
|
9K
$346K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-710- 2.86% |
$25.6K - $27.5K
|
24.1K
$927K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-895- 7.61% |
$32.2K - $34.7K
|
10.9K
$418K
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.06K- 1.69% |
$38.3K - $41.2K
|
61.8K
$2.38M
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.6K- 17.91% |
$57.5K - $61.9K
|
7.32K
$281K
|
|
|
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
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.9K- 12.82% |
$68.4K - $73.6K
|
12.9K
$497K
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.14K- 5.13% |
$76.9K - $82.8K
|
39.5K
$1.52M
|
|
|
Nov 05, 2025
Q3 2025
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-2.35K- 18.45% |
$84.5K - $90.9K
|
10.4K
$399K
|
|
|
Oct 31, 2025
Q3 2025
|
Whittier Trust CO
|
SELL
|
- |
-2.63K- 21.13% |
$94.5K - $102K
|
9.81K
$377K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.86K- 3.22% |
$175K - $188K
|
146K
$5.61M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.54K- 19.6% |
$200K - $215K
|
22.7K
$874K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.3K- 6.74% |
$263K - $283K
|
101K
$3.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.58K- 8.49% |
$273K - $293K
|
81.7K
$3.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.48K- 2.79% |
$305K - $328K
|
296K
$11.4M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.36K- 9.3% |
$337K - $363K
|
91.4K
$3.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.5K- 0.71% |
$376K - $405K
|
1.45M
$55.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-15K- 5.37% |
$539K - $580K
|
264K
$10.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.6K- 3.62% |
$704K - $758K
|
521K
$20M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-24.6K- 68.96% |
$886K - $954K
|
11.1K
$426K
|
|
|
Oct 24, 2025
Q3 2025
|
Rebel Financial LLC
Groveport, OH |
SELL
|
- |
-29.5KClosed |
$1.06M - $1.14M
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-46.5K- 4.63% |
$1.67M - $1.8M
|
958K
$36.8M
|
|