Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 11, 2022
Q3 2022
|
Trust CO
|
BUY
|
- |
1.05K+ 22.42% |
$48.5K - $59.5K
|
5.75K
$504K
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
910+ 12.24% |
$42K - $51.5K
|
8.34K
$732K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
657+ 2.87% |
$30.3K - $37.2K
|
23.5K
$2.06M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
562+ 9.96% |
$25.9K - $31.8K
|
6.21K
$544K
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
530+ 23.06% |
$24.4K - $30K
|
2.83K
$248K
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
445+ 27.0% |
$20.5K - $25.2K
|
2.09K
$184K
|
|
Oct 28, 2022
Q3 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
428+ 9.02% |
$19.7K - $24.2K
|
5.17K
$454K
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
BUY
|
- |
395+ 6.95% |
$18.2K - $22.3K
|
6.08K
$533K
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
267+ 4.5% |
$12.3K - $15.1K
|
6.2K
$543K
|
|
Nov 08, 2022
Q3 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
253+ 2.86% |
$11.7K - $14.3K
|
9.11K
$799K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
248New |
$11.4K - $14K
|
248
$21.7K
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
203+ 2.91% |
$9.36K - $11.5K
|
7.19K
$630K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
202+ 0.99% |
$9.31K - $11.4K
|
20.6K
$1.81M
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
176New |
$8.11K - $9.95K
|
176
$15.4K
|
|
Oct 31, 2022
Q3 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
155+ 0.48% |
$7.15K - $8.77K
|
32.6K
$2.86M
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
BUY
|
- |
130New |
$5.99K - $7.35K
|
130
$11.4K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
75+ 15.0% |
$3.46K - $4.24K
|
575
$50.4K
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
21+ 0.85% |
$968 - $1.19K
|
2.5K
$219K
|
|
Nov 09, 2022
Q3 2022
|
3 D/L Capital Management, LLC
|
BUY
|
- |
15+ 0.1% |
$692 - $848
|
14.6K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
14+ 1.88% |
$645 - $792
|
758
$66.5K
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10+ 0.11% |
$461 - $566
|
9.27K
$813K
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
6+ 0.13% |
$277 - $339
|
4.81K
$421K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 50.0% |
$46.1 - $56.6
|
3
$263
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-12- 0.26% |
$553 - $679
|
4.52K
$396K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-17- 0.11% |
$784 - $961
|
16K
$1.4M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-30- 1.84% |
$1.38K - $1.7K
|
1.6K
$141K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-103- 5.45% |
$4.75K - $5.82K
|
1.79K
$157K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-171- 2.13% |
$7.88K - $9.67K
|
7.84K
$687K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-268- 2.43% |
$12.4K - $15.2K
|
10.8K
$945K
|
|
Oct 14, 2022
Q3 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-303- 4.21% |
$14K - $17.1K
|
6.9K
$605K
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-307- 4.08% |
$14.2K - $17.4K
|
7.22K
$633K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-349- 2.02% |
$16.1K - $19.7K
|
17K
$1.49M
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-364- 3.29% |
$16.8K - $20.6K
|
10.7K
$937K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-376- 3.55% |
$17.3K - $21.3K
|
10.2K
$896K
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-387- 5.69% |
$17.8K - $21.9K
|
6.41K
$562K
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-421- 8.33% |
$19.4K - $23.8K
|
4.64K
$406K
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-470- 8.09% |
$21.7K - $26.6K
|
5.34K
$468K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-510- 7.49% |
$23.5K - $28.8K
|
6.3K
$552K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-626- 11.82% |
$28.9K - $35.4K
|
4.67K
$409K
|
|
Oct 24, 2022
Q3 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-691- 8.81% |
$31.9K - $39.1K
|
7.16K
$627K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-869- 9.1% |
$40.1K - $49.1K
|
8.68K
$761K
|
|
Oct 24, 2022
Q3 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-879- 4.3% |
$40.5K - $49.7K
|
19.6K
$1.71M
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-888- 9.59% |
$40.9K - $50.2K
|
8.38K
$734K
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-916- 4.74% |
$42.2K - $51.8K
|
18.4K
$1.62M
|
|
Nov 08, 2022
Q3 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-939- 12.09% |
$43.3K - $53.1K
|
6.83K
$599K
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-992- 5.88% |
$45.7K - $56.1K
|
15.9K
$1.39M
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.14K- 18.68% |
$52.7K - $64.7K
|
4.98K
$437K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.57K- 18.01% |
$72.5K - $89K
|
7.16K
$628K
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.61K- 27.13% |
$74.4K - $91.3K
|
4.34K
$380K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2K- 17.99% |
$92K - $113K
|
9.1K
$798K
|