Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
2.76MNew |
$164M - $180M
|
2.76M
$242M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
205KNew |
$12.2M - $13.4M
|
205K
$18M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
106K+ 50.31% |
$6.3M - $6.92M
|
317K
$27.8M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
42.7K+ 22.56% |
$2.53M - $2.78M
|
232K
$20.3M
|
|
Oct 10, 2023
Q3 2023
|
Impac Tfolio, LLC
|
BUY
|
- |
38.8KNew |
$2.3M - $2.53M
|
38.8K
$3.4M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.9K+ 12.48% |
$2.13M - $2.34M
|
323K
$28.4M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.3K+ 5.24% |
$2.04M - $2.24M
|
690K
$60.5M
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
34K+ 132.37% |
$2.02M - $2.22M
|
59.7K
$5.24M
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
33.6K+ 72.73% |
$1.99M - $2.19M
|
79.8K
$7M
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
24.4KNew |
$1.45M - $1.59M
|
24.4K
$2.14M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
24K+ 7.67% |
$1.43M - $1.56M
|
337K
$29.6M
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
23.4K+ 25.18% |
$1.39M - $1.52M
|
116K
$10.2M
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
20.9KNew |
$1.24M - $1.36M
|
20.9K
$1.83M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
19.6K+ 37.26% |
$1.16M - $1.28M
|
72.2K
$6.33M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
18.3K+ 4.26% |
$1.08M - $1.19M
|
447K
$39.2M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18.1K+ 45.44% |
$1.07M - $1.18M
|
57.9K
$5.08M
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
14.3KNew |
$848K - $931K
|
14.3K
$1.25M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.7K+ 183.51% |
$751K - $825K
|
19.6K
$1.72M
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
11.3KNew |
$668K - $733K
|
11.3K
$987K
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10.5KNew |
$620K - $681K
|
10.5K
$916K
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
10.3K+ 63.12% |
$609K - $668K
|
26.5K
$2.32M
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.1KNew |
$599K - $658K
|
10.1K
$886K
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
9.85KNew |
$584K - $641K
|
9.85K
$863K
|
|
Oct 24, 2023
Q3 2023
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
9.46K+ 15.22% |
$561K - $616K
|
71.6K
$6.27M
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
7.81K+ 18.41% |
$464K - $509K
|
50.2K
$4.4M
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
7.79KNew |
$462K - $507K
|
7.79K
$683K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.55K+ 23.53% |
$448K - $492K
|
39.7K
$3.48M
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
7.42K+ 12.21% |
$440K - $483K
|
68.2K
$5.98M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.99K+ 17.21% |
$415K - $455K
|
47.6K
$4.17M
|
|
Nov 06, 2023
Q3 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.93K+ 8.43% |
$411K - $451K
|
89.1K
$7.82M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
6.68K+ 21.4% |
$397K - $435K
|
37.9K
$3.32M
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
6.49KNew |
$385K - $423K
|
6.49K
$569K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.09KNew |
$361K - $397K
|
6.09K
$534K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.8KNew |
$344K - $378K
|
5.8K
$509K
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.39KNew |
$320K - $351K
|
5.39K
$472K
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.31K+ 9.82% |
$315K - $346K
|
59.4K
$5.21M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
5.29KNew |
$314K - $345K
|
5.29K
$464K
|
|
Oct 27, 2023
Q3 2023
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
4.67K+ 13.82% |
$277K - $305K
|
38.5K
$3.37M
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
4.63K+ 21.31% |
$275K - $302K
|
26.4K
$2.31M
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.47KNew |
$265K - $291K
|
4.47K
$392K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.27K+ 35.94% |
$253K - $278K
|
16.1K
$1.41M
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
4.19K+ 10.18% |
$249K - $273K
|
45.4K
$3.98M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.09KNew |
$243K - $266K
|
4.09K
$359K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.05K+ 7.76% |
$241K - $264K
|
56.3K
$4.94M
|
|
Nov 14, 2023
Q3 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
3.97KNew |
$235K - $258K
|
3.97K
$348K
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
3.96KNew |
$235K - $258K
|
3.96K
$347K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
3.88KNew |
$230K - $253K
|
3.88K
$340K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.63K+ 2401.99% |
$215K - $236K
|
3.78K
$331K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.35K+ 26.05% |
$199K - $218K
|
16.2K
$1.42M
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.28K+ 86.51% |
$195K - $214K
|
7.08K
$621K
|