Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.62K+ 6.78% |
$86.7K - $100K
|
25.4K
$2.23M
|
|
Jul 13, 2023
Q2 2023
|
Falcon Wealth Planning
|
BUY
|
- |
1.53K+ 25.9% |
$82K - $95K
|
7.42K
$651K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
1.37K+ 31.86% |
$73.6K - $85.3K
|
5.67K
$498K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.19KNew |
$63.6K - $73.7K
|
1.19K
$104K
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
1.12K+ 4.22% |
$60.3K - $69.8K
|
27.7K
$2.43M
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.08K+ 22.17% |
$57.9K - $67.1K
|
5.94K
$521K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
972+ 209.03% |
$52.2K - $60.5K
|
1.44K
$126K
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
928+ 7.82% |
$49.8K - $57.7K
|
12.8K
$1.12M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
799+ 3.82% |
$42.9K - $49.7K
|
21.7K
$1.91M
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
670+ 73.14% |
$36K - $41.7K
|
1.59K
$139K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
662New |
$35.6K - $41.2K
|
662
$58.1K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
469New |
$25.2K - $29.2K
|
469
$41.1K
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
462+ 10.46% |
$24.8K - $28.7K
|
4.88K
$428K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
440+ 24.89% |
$23.6K - $27.4K
|
2.21K
$194K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
390+ 5.03% |
$20.9K - $24.3K
|
8.14K
$714K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
380+ 4.29% |
$20.4K - $23.6K
|
9.23K
$810K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
374+ 5.02% |
$20.1K - $23.3K
|
7.83K
$687K
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
BUY
|
- |
366+ 2.75% |
$19.7K - $22.8K
|
13.7K
$1.2M
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
324New |
$17.4K - $20.2K
|
324
$28.4K
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
318+ 19.3% |
$17.1K - $19.8K
|
1.97K
$172K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
276+ 2.41% |
$14.8K - $17.2K
|
11.7K
$1.03M
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
243+ 3.78% |
$13.1K - $15.1K
|
6.68K
$586K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
196New |
$10.5K - $12.2K
|
196
$17.2K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
194+ 6.12% |
$10.4K - $12.1K
|
3.36K
$295K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
192+ 0.37% |
$10.3K - $11.9K
|
52.6K
$4.62M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
188+ 0.2% |
$10.1K - $11.7K
|
92.8K
$8.14M
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
167+ 4.11% |
$8.97K - $10.4K
|
4.23K
$371K
|
|
Aug 07, 2023
Q2 2023
|
Rede Wealth, LLC
|
BUY
|
- |
166+ 2.38% |
$8.92K - $10.3K
|
7.14K
$626K
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
132+ 0.36% |
$7.09K - $8.21K
|
36.8K
$3.22M
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
88+ 1.67% |
$4.73K - $5.47K
|
5.35K
$469K
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
59New |
$3.17K - $3.67K
|
59
$5.17K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
59New |
$3.17K - $3.67K
|
59
$5.17K
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
25New |
$1.34K - $1.56K
|
25
$2.19K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11+ 7.86% |
$591 - $684
|
151
$13.2K
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-9- 0.19% |
$483 - $560
|
4.8K
$421K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17- 0.06% |
$913 - $1.06K
|
30.9K
$2.71M
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-19- 0.16% |
$1.02K - $1.18K
|
11.9K
$1.04M
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-45- 0.71% |
$2.42K - $2.8K
|
6.29K
$552K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-78- 0.59% |
$4.19K - $4.85K
|
13.2K
$1.16M
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-94- 1.34% |
$5.05K - $5.85K
|
6.92K
$607K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-158- 3.41% |
$8.49K - $9.83K
|
4.47K
$392K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-183- 39.61% |
$9.83K - $11.4K
|
279
$24.5K
|
|
Jul 10, 2023
Q2 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-230- 0.32% |
$12.4K - $14.3K
|
71.6K
$6.28M
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-300- 3.5% |
$16.1K - $18.7K
|
8.27K
$726K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-321- 1.6% |
$17.2K - $20K
|
19.7K
$1.73M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-375- 4.81% |
$20.1K - $23.3K
|
7.41K
$650K
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-394- 5.85% |
$21.2K - $24.5K
|
6.35K
$557K
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-404- 4.07% |
$21.7K - $25.1K
|
9.53K
$836K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-437- 58.89% |
$23.5K - $27.2K
|
305
$26.8K
|