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 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.06% |
$135 - $154
|
3.33K
$286K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.02% |
$67.4 - $76.8
|
4.03K
$346K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-13- 2.22% |
$876 - $999
|
572
$49.1K
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-20- 0.11% |
$1.35K - $1.54K
|
17.4K
$1.5M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-27- 6.55% |
$1.82K - $2.07K
|
385
$33.1K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-33- 0.56% |
$2.22K - $2.53K
|
5.81K
$499K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-39- 0.48% |
$2.63K - $3K
|
8.15K
$700K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-60- 1.77% |
$4.04K - $4.61K
|
3.33K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-123- 9.73% |
$8.29K - $9.45K
|
1.14K
$98K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-127- 2.32% |
$8.56K - $9.75K
|
5.34K
$459K
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-140- 17.99% |
$9.43K - $10.8K
|
638
$54.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-149- 0.69% |
$10K - $11.4K
|
21.4K
$1.84M
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-218- 2.88% |
$14.7K - $16.7K
|
7.36K
$632K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-249- 2.0% |
$16.8K - $19.1K
|
12.2K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-280- 4.45% |
$18.9K - $21.5K
|
6.01K
$517K
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-285- 7.68% |
$19.2K - $21.9K
|
3.43K
$294K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-293- 2.04% |
$19.7K - $22.5K
|
14.1K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-310- 4.24% |
$20.9K - $23.8K
|
7K
$601K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-366- 4.67% |
$24.7K - $28.1K
|
7.47K
$642K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-384- 8.81% |
$25.9K - $29.5K
|
3.98K
$342K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-390- 4.17% |
$26.3K - $30K
|
8.97K
$771K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-391- 5.93% |
$26.3K - $30K
|
6.2K
$533K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-453- 22.73% |
$30.5K - $34.8K
|
1.54K
$132K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-490- 3.71% |
$33K - $37.6K
|
12.7K
$1.09M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-530- 9.4% |
$35.7K - $40.7K
|
5.11K
$439K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-553- 10.48% |
$37.3K - $42.5K
|
4.72K
$406K
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-572- 8.72% |
$38.5K - $43.9K
|
5.98K
$514K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-587- 13.71% |
$39.5K - $45.1K
|
3.69K
$317K
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-626- 6.03% |
$42.2K - $48.1K
|
9.76K
$838K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-627- 12.29% |
$42.2K - $48.2K
|
4.48K
$384K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-661- 6.68% |
$44.5K - $50.8K
|
9.24K
$794K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-712- 8.94% |
$48K - $54.7K
|
7.25K
$623K
|
|
|
Apr 11, 2024
Q1 2024
|
Trust CO
|
SELL
|
- |
-735- 15.39% |
$49.5K - $56.5K
|
4.04K
$347K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-858- 23.24% |
$57.8K - $65.9K
|
2.83K
$243K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-869- 1.73% |
$58.5K - $66.7K
|
49.5K
$4.25M
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-906- 22.34% |
$61K - $69.6K
|
3.15K
$271K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-968- 12.6% |
$65.2K - $74.4K
|
6.71K
$577K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.01K- 3.7% |
$67.7K - $77.2K
|
26.1K
$2.24M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.06K- 63.18% |
$71.5K - $81.6K
|
619
$53.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.11K- 1.86% |
$74.6K - $85.1K
|
58.4K
$5.02M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.14K- 3.74% |
$76.9K - $87.7K
|
29.4K
$2.53M
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.23K- 3.19% |
$83.1K - $94.8K
|
37.5K
$3.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.69K- 21.27% |
$114K - $130K
|
6.25K
$537K
|
|
|
Apr 15, 2024
Q1 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-2.02K- 13.68% |
$136K - $155K
|
12.8K
$1.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.08K- 14.52% |
$140K - $159K
|
12.2K
$1.05M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.22K- 10.49% |
$149K - $170K
|
18.9K
$1.63M
|
|
|
Apr 01, 2024
Q1 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-2.3K- 6.66% |
$155K - $177K
|
32.3K
$2.77M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.3K- 22.24% |
$155K - $177K
|
8.06K
$692K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.34K- 10.22% |
$158K - $180K
|
20.5K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.35K- 4.91% |
$159K - $181K
|
45.6K
$3.92M
|