Purchases and Sales Made in Q1 2024 in Nuveen Esg Large Cap Growth Et (NULG)
This table provides information about the institutional ownership of Nuveen Esg Large Cap Growth Et (NULG) during Q1 2024. The information is specifically focused on institutions that hold shares of NUVEEN ESG LARGE-CAP GROWTH ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.81K+ 3.76% |
$122K - $139K
|
49.9K
$4M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.73K+ 7.44% |
$116K - $133K
|
24.9K
$2M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
1.64K+ 9.65% |
$110K - $126K
|
18.6K
$1.49M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.47K+ 3.62% |
$99.1K - $113K
|
42.1K
$3.38M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
1.38K+ 7.6% |
$93.2K - $106K
|
19.6K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.34K+ 12.25% |
$90.1K - $103K
|
12.3K
$982K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.26K+ 28.18% |
$84.8K - $96.7K
|
5.73K
$459K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.21K+ 2.08% |
$81.2K - $92.6K
|
59.2K
$4.75M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.2K+ 12.76% |
$80.8K - $92.1K
|
10.6K
$850K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.11K+ 19.14% |
$75K - $85.5K
|
6.93K
$555K
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.05K+ 18.47% |
$70.7K - $80.7K
|
6.74K
$540K
|
|
|
Apr 22, 2024
Q1 2024
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
957+ 2.65% |
$64.5K - $73.5K
|
37K
$2.97M
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
946+ 67.77% |
$63.7K - $72.7K
|
2.34K
$188K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
843New |
$56.8K - $64.8K
|
843
$67.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
789+ 4.86% |
$53.2K - $60.6K
|
17K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
695+ 10.16% |
$46.8K - $53.4K
|
7.54K
$604K
|
|
|
Apr 18, 2024
Q1 2024
|
Refined Wealth Management
|
BUY
|
- |
689+ 0.29% |
$46.4K - $52.9K
|
235K
$18.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
653+ 16.24% |
$44K - $50.2K
|
4.68K
$375K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
610+ 3.65% |
$41.1K - $46.9K
|
17.3K
$1.39M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
502New |
$33.8K - $38.6K
|
502
$40.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
BUY
|
- |
472+ 7.1% |
$31.8K - $36.3K
|
7.12K
$571K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
450+ 6.23% |
$30.3K - $34.6K
|
7.67K
$615K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
438+ 5.71% |
$29.5K - $33.6K
|
8.1K
$650K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
363+ 9.53% |
$24.5K - $27.9K
|
4.17K
$334K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
350+ 6.69% |
$23.6K - $26.9K
|
5.58K
$447K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
350+ 3.67% |
$23.6K - $26.9K
|
9.9K
$794K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
342+ 8.17% |
$23K - $26.3K
|
4.53K
$363K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
301New |
$20.3K - $23.1K
|
301
$24.1K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
236+ 18.76% |
$15.9K - $18.1K
|
1.49K
$120K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
236+ 1.21% |
$15.9K - $18.1K
|
19.7K
$1.58M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
235+ 20.09% |
$15.8K - $18.1K
|
1.41K
$113K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
209+ 5.24% |
$14.1K - $16.1K
|
4.19K
$336K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
179+ 1.01% |
$12.1K - $13.7K
|
18K
$1.44M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
155+ 4.26% |
$10.4K - $11.9K
|
3.8K
$304K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
149+ 0.06% |
$10K - $11.4K
|
270K
$21.6M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
140+ 1.77% |
$9.43K - $10.8K
|
8.04K
$645K
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
97+ 3.23% |
$6.53K - $7.45K
|
3.1K
$248K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
86+ 0.16% |
$5.79K - $6.61K
|
52.8K
$4.24M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
58+ 44.62% |
$3.91K - $4.45K
|
188
$15.1K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
57New |
$3.84K - $4.38K
|
57
$4.57K
|
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
53+ 0.18% |
$3.57K - $4.07K
|
29.2K
$2.35M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
43New |
$2.9K - $3.3K
|
43
$3.45K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
35+ 0.73% |
$2.36K - $2.69K
|
4.8K
$385K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
26+ 0.87% |
$1.75K - $2K
|
3K
$241K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17+ 0.94% |
$1.15K - $1.31K
|
1.82K
$146K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6+ 0.1% |
$404 - $461
|
6.23K
$499K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5+ 0.06% |
$337 - $384
|
8.37K
$671K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4+ 0.05% |
$269 - $307
|
8.72K
$699K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 0.08% |
$202 - $230
|
3.58K
$287K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
2+ 0.04% |
$135 - $154
|
5.34K
$428K
|