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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.09K+ 10.6% |
$183K - $201K
|
32.3K
$2.83M
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.88K+ 12.11% |
$171K - $188K
|
26.7K
$2.34M
|
|
Oct 16, 2023
Q3 2023
|
Refined Wealth Management
|
BUY
|
- |
2.86K+ 0.93% |
$170K - $186K
|
311K
$27.3M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.61K+ 14.91% |
$155K - $170K
|
20.1K
$1.76M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
2.56K+ 13.54% |
$152K - $166K
|
21.4K
$1.88M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.27KNew |
$135K - $148K
|
2.27K
$199K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.24K+ 121.67% |
$133K - $146K
|
4.08K
$358K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.24K+ 8.28% |
$133K - $146K
|
29.3K
$2.57M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.21K+ 17.17% |
$131K - $144K
|
15.1K
$1.32M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.8K+ 590.16% |
$107K - $117K
|
2.11K
$185K
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.61K+ 25.3% |
$95.4K - $105K
|
7.96K
$698K
|
|
Oct 27, 2023
Q3 2023
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.28K+ 6.1% |
$75.8K - $83.3K
|
22.2K
$1.95M
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.1K+ 18.54% |
$65.3K - $71.7K
|
7.04K
$617K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
955New |
$56.7K - $62.2K
|
955
$83.7K
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
844+ 12.64% |
$50.1K - $55K
|
7.52K
$660K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
716+ 5.24% |
$42.5K - $46.6K
|
14.4K
$1.26M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
675+ 7.77% |
$40.1K - $44K
|
9.36K
$820K
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
624+ 7.84% |
$37K - $40.7K
|
8.58K
$752K
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
597+ 0.57% |
$35.4K - $38.9K
|
105K
$9.17M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
581+ 7.84% |
$34.5K - $37.9K
|
8K
$701K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
580New |
$34.4K - $37.8K
|
580
$50.9K
|
|
Nov 02, 2023
Q3 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
575+ 13.59% |
$34.1K - $37.5K
|
4.81K
$421K
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
542+ 8.54% |
$32.2K - $35.3K
|
6.89K
$604K
|
|
Oct 05, 2023
Q3 2023
|
Falcon Wealth Planning
|
BUY
|
- |
481+ 6.48% |
$28.5K - $31.3K
|
7.9K
$693K
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
473+ 13.32% |
$28.1K - $30.8K
|
4.03K
$353K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
445+ 3.43% |
$26.4K - $29K
|
13.4K
$1.18M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
380+ 5.0% |
$22.6K - $24.8K
|
7.98K
$700K
|
|
Nov 01, 2023
Q3 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
379+ 7.9% |
$22.5K - $24.7K
|
5.17K
$454K
|
|
Oct 10, 2023
Q3 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
219+ 1.71% |
$13K - $14.3K
|
13K
$1.14M
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
137+ 1.15% |
$8.13K - $8.93K
|
12K
$1.05M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
130New |
$7.72K - $8.47K
|
130
$11.4K
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
127+ 2.0% |
$7.54K - $8.27K
|
6.47K
$567K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
124New |
$7.36K - $8.08K
|
124
$10.9K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
111+ 2.29% |
$6.59K - $7.23K
|
4.97K
$435K
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
101+ 1.89% |
$5.99K - $6.58K
|
5.45K
$478K
|
|
Oct 20, 2023
Q3 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
80+ 0.22% |
$4.75K - $5.21K
|
36.8K
$3.23M
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
57New |
$3.38K - $3.71K
|
57
$5K
|
|
Nov 02, 2023
Q3 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
30+ 0.28% |
$1.78K - $1.95K
|
10.8K
$943K
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
BUY
|
- |
25+ 0.35% |
$1.48K - $1.63K
|
7.16K
$628K
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
23+ 0.68% |
$1.37K - $1.5K
|
3.4K
$298K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-16- 0.12% |
$950 - $1.04K
|
13.2K
$1.16M
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-20- 0.21% |
$1.19K - $1.3K
|
9.51K
$834K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-31- 11.11% |
$1.84K - $2.02K
|
248
$21.7K
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-73- 0.31% |
$4.33K - $4.76K
|
23.4K
$2.05M
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-76- 0.56% |
$4.51K - $4.95K
|
13.6K
$1.19M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-77- 0.3% |
$4.57K - $5.02K
|
25.4K
$2.22M
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-83- 1.12% |
$4.93K - $5.41K
|
7.3K
$640K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-87- 1.07% |
$5.16K - $5.67K
|
8.05K
$706K
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-108- 0.64% |
$6.41K - $7.04K
|
16.9K
$1.48M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-113- 0.91% |
$6.71K - $7.36K
|
12.3K
$1.07M
|