Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
2.12KNew |
$95.2K - $112K
|
2.12K
$185K
|
|
Feb 06, 2023
Q4 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
2K+ 32.25% |
$89.9K - $105K
|
8.19K
$716K
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.87K+ 15.13% |
$83.9K - $98.3K
|
14.2K
$1.24M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.84KNew |
$82.8K - $97.1K
|
1.84K
$161K
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.82K+ 25.17% |
$81.8K - $95.8K
|
9.04K
$789K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.7KNew |
$76.5K - $89.7K
|
1.7K
$149K
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
1.64K+ 18.0% |
$73.8K - $86.5K
|
10.7K
$939K
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.59K+ 6.58% |
$71.5K - $83.8K
|
25.7K
$2.25M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.58KNew |
$71K - $83.1K
|
1.58K
$138K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
1.52KNew |
$68.2K - $79.9K
|
1.52K
$132K
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.48K+ 52.33% |
$66.6K - $78K
|
4.31K
$376K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.3K+ 6.28% |
$58.3K - $68.3K
|
21.9K
$1.92M
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.25KNew |
$56.4K - $66.1K
|
1.25K
$109K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.25K+ 25.13% |
$56.3K - $66K
|
6.23K
$544K
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.17K+ 14.87% |
$52.5K - $61.5K
|
9.01K
$787K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.09KNew |
$49K - $57.4K
|
1.09K
$95.1K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.06K+ 3.61% |
$47.7K - $55.9K
|
30.5K
$2.66M
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
BUY
|
- |
816+ 13.42% |
$36.7K - $43K
|
6.9K
$603K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
776New |
$34.9K - $40.9K
|
776
$67.8K
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
747+ 4.01% |
$33.6K - $39.4K
|
19.4K
$1.69M
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
731+ 415.34% |
$32.9K - $38.5K
|
907
$79.2K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
714New |
$32.1K - $37.6K
|
714
$62.4K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
687New |
$30.9K - $36.2K
|
687
$60K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
668+ 2.57% |
$30.1K - $35.2K
|
26.6K
$2.33M
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
662+ 3.59% |
$29.8K - $34.9K
|
19.1K
$1.67M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
600New |
$27K - $31.6K
|
600
$52.4K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
565New |
$25.4K - $29.8K
|
565
$49.4K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
494+ 2.91% |
$22.2K - $26K
|
17.5K
$1.52M
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
468+ 0.51% |
$21.1K - $24.7K
|
92.2K
$8.05M
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
357+ 6.21% |
$16.1K - $18.8K
|
6.1K
$533K
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
304+ 4.41% |
$13.7K - $16K
|
7.2K
$629K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
280New |
$12.6K - $14.8K
|
280
$24.5K
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
279+ 3.9% |
$12.6K - $14.7K
|
7.44K
$650K
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
254+ 1.08% |
$11.4K - $13.4K
|
23.8K
$2.08M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
242+ 0.87% |
$10.9K - $12.8K
|
28K
$2.45M
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
146New |
$6.57K - $7.7K
|
146
$12.8K
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
76+ 1.75% |
$3.42K - $4.01K
|
4.41K
$385K
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
63+ 0.15% |
$2.84K - $3.32K
|
43K
$3.76M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
59+ 0.95% |
$2.66K - $3.11K
|
6.26K
$547K
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
21New |
$945 - $1.11K
|
21
$1.83K
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
12+ 0.23% |
$540 - $633
|
5.19K
$453K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1+ 0.03% |
$45 - $52.7
|
2.94K
$257K
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-10- 0.08% |
$450 - $527
|
12.5K
$1.09M
|
|
Jan 23, 2023
Q4 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-135- 2.81% |
$6.08K - $7.12K
|
4.67K
$408K
|
|
Feb 07, 2023
Q4 2022
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-180- 0.92% |
$8.1K - $9.49K
|
19.4K
$1.69M
|
|
Jan 27, 2023
Q4 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-252- 3.69% |
$11.3K - $13.3K
|
6.58K
$574K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-263- 48.79% |
$11.8K - $13.9K
|
276
$24.1K
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-275- 2.97% |
$12.4K - $14.5K
|
8.99K
$786K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-283- 37.34% |
$12.7K - $14.9K
|
475
$41.5K
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-391- 3.83% |
$17.6K - $20.6K
|
9.83K
$858K
|