Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.22K+ 29.82% |
$69.9K - $84.9K
|
5.3K
$465K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.16K+ 4.74% |
$66.3K - $80.6K
|
25.5K
$2.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
1.09K+ 16.74% |
$62.3K - $75.8K
|
7.57K
$664K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.08K+ 15.67% |
$61.9K - $75.3K
|
7.97K
$699K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.06K+ 4.65% |
$61K - $74.2K
|
23.9K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
945New |
$54.3K - $66K
|
945
$82.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
818+ 3.07% |
$47K - $57.1K
|
27.5K
$2.41M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
704+ 7.52% |
$40.4K - $49.1K
|
10.1K
$882K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
687+ 15.56% |
$39.4K - $47.9K
|
5.1K
$447K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
655+ 31.12% |
$37.6K - $45.7K
|
2.76K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
654+ 3.82% |
$37.5K - $45.6K
|
17.8K
$1.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
585New |
$33.6K - $40.8K
|
585
$51.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
578+ 3.58% |
$33.2K - $40.3K
|
16.7K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
531+ 2.34% |
$30.5K - $37.1K
|
23.2K
$2.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
351+ 0.74% |
$20.2K - $24.5K
|
48K
$4.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
326+ 2.43% |
$18.7K - $22.8K
|
13.7K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
316+ 4.2% |
$18.1K - $22.1K
|
7.84K
$687K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
231New |
$13.3K - $16.1K
|
231
$20.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
220+ 5.55% |
$12.6K - $15.4K
|
4.19K
$367K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
BUY
|
- |
146+ 2.04% |
$8.38K - $10.2K
|
7.31K
$641K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
138+ 1.95% |
$7.92K - $9.63K
|
7.22K
$633K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
89+ 1.38% |
$5.11K - $6.21K
|
6.56K
$575K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
87New |
$4.99K - $6.07K
|
87
$7.63K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
58+ 0.34% |
$3.33K - $4.05K
|
16.9K
$1.49M
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
56+ 1.08% |
$3.21K - $3.91K
|
5.23K
$459K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
54+ 0.37% |
$3.1K - $3.77K
|
14.8K
$1.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
48+ 3.03% |
$2.76K - $3.35K
|
1.63K
$143K
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
31+ 0.37% |
$1.78K - $2.16K
|
8.36K
$733K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 0.17% |
$1.26K - $1.54K
|
13.2K
$1.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
13+ 0.36% |
$746 - $907
|
3.58K
$314K
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
12+ 0.22% |
$689 - $837
|
5.46K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
4New |
$230 - $279
|
4
$351
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3New |
$172 - $209
|
3
$263
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2+ 0.03% |
$115 - $140
|
7.68K
$674K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-3- 0.07% |
$172 - $209
|
4.02K
$353K
|
|
|
Jan 10, 2024
Q4 2023
|
Trust CO
|
SELL
|
- |
-6- 0.13% |
$344 - $419
|
4.78K
$419K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-16- 0.01% |
$919 - $1.12K
|
232K
$20.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-19- 0.36% |
$1.09K - $1.33K
|
5.28K
$463K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-23- 0.67% |
$1.32K - $1.61K
|
3.39K
$297K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
SELL
|
- |
-28- 0.08% |
$1.61K - $1.95K
|
36.8K
$3.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-28- 0.62% |
$1.61K - $1.95K
|
4.5K
$394K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-28- 3.47% |
$1.61K - $1.95K
|
778
$68.2K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-33- 0.58% |
$1.89K - $2.3K
|
5.64K
$495K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-38- 1.26% |
$2.18K - $2.65K
|
2.98K
$261K
|
|
|
Mar 19, 2024
Q4 2023
|
Financial Life Advisors
|
SELL
|
- |
-53- 1.35% |
$3.04K - $3.7K
|
3.86K
$339K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-60- 2.13% |
$3.44K - $4.19K
|
2.76K
$242K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-77- 0.54% |
$4.42K - $5.37K
|
14.3K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-80- 1.0% |
$4.59K - $5.58K
|
7.9K
$693K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-83- 0.47% |
$4.77K - $5.79K
|
17.5K
$1.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-84- 6.7% |
$4.82K - $5.86K
|
1.17K
$103K
|