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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
SELL
|
- |
-107- 1.58% |
$6.14K - $7.47K
|
6.65K
$583K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
SELL
|
- |
-237- 3.0% |
$13.6K - $16.5K
|
7.67K
$672K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-274- 12.09% |
$15.7K - $19.1K
|
1.99K
$175K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-293- 5.2% |
$16.8K - $20.4K
|
5.34K
$468K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-314- 2.94% |
$18K - $21.9K
|
10.4K
$911K
|
|
|
Aug 06, 2024
Q4 2023
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-328- 8.01% |
$18.8K - $22.9K
|
3.77K
$330K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-338- 3.3% |
$19.4K - $23.6K
|
9.9K
$869K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-355- 7.66% |
$20.4K - $24.8K
|
4.28K
$375K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-452- 6.42% |
$25.9K - $31.5K
|
6.59K
$578K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-500- 47.48% |
$28.7K - $34.9K
|
553
$48.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-522- 5.65% |
$30K - $36.4K
|
8.72K
$765K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-525- 9.93% |
$30.1K - $36.6K
|
4.76K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-568- 13.27% |
$32.6K - $39.6K
|
3.71K
$325K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-586- 2.92% |
$33.6K - $40.9K
|
19.5K
$1.71M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-651- 13.92% |
$37.4K - $45.4K
|
4.03K
$353K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-681- 0.33% |
$39.1K - $47.5K
|
205K
$17.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-685- 3.08% |
$39.3K - $47.8K
|
21.6K
$1.89M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-981- 19.75% |
$56.3K - $68.5K
|
3.99K
$350K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.08K- 22.89% |
$62.1K - $75.4K
|
3.64K
$319K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.11K- 23.16% |
$63.9K - $77.7K
|
3.69K
$324K
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.21K- 12.87% |
$69.4K - $84.4K
|
8.19K
$718K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.23K- 7.86% |
$70.4K - $85.6K
|
14.4K
$1.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.41K- 14.77% |
$80.7K - $98.1K
|
8.11K
$711K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.41K- 4.74% |
$80.8K - $98.2K
|
28.3K
$2.48M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.42K- 2.39% |
$81.6K - $99.2K
|
58K
$5.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.57K- 97.57% |
$90K - $109K
|
39
$3.42K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.66K- 13.84% |
$95.5K - $116K
|
10.4K
$908K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.68K- 5.21% |
$96.4K - $117K
|
30.6K
$2.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.73K- 28.39% |
$99.3K - $121K
|
4.36K
$383K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.78K- 22.21% |
$102K - $124K
|
6.22K
$545K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.25K- 9.6% |
$129K - $157K
|
21.1K
$1.85M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.3K- 1.98% |
$132K - $160K
|
114K
$9.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-2.41K- 6.26% |
$138K - $168K
|
36.1K
$3.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-2.56K- 11.93% |
$147K - $178K
|
18.9K
$1.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-3.34K- 3.2% |
$192K - $233K
|
101K
$8.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.67K- 54.23% |
$211K - $256K
|
3.1K
$272K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.76K- 4.22% |
$216K - $262K
|
85.4K
$7.49M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.15K- 58.37% |
$238K - $289K
|
2.96K
$259K
|
|
|
Jan 02, 2024
Q4 2023
|
Impac Tfolio, LLC
|
SELL
|
- |
-4.26K- 10.96% |
$244K - $297K
|
34.6K
$3.03M
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-4.38K- 6.86% |
$252K - $306K
|
59.5K
$5.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.67K- 1.4% |
$268K - $326K
|
328K
$28.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.95K- 10.57% |
$342K - $416K
|
50.4K
$4.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.41K- 21.89% |
$368K - $448K
|
22.9K
$2.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-6.64K- 14.64% |
$381K - $464K
|
38.7K
$3.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7.35K- 43.49% |
$422K - $513K
|
9.55K
$837K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-8.65K- 44.2% |
$496K - $603K
|
10.9K
$957K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.74K- 3.41% |
$502K - $610K
|
248K
$21.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9.38K- 35.57% |
$539K - $655K
|
17K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.89K- 17.08% |
$568K - $691K
|
48K
$4.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-11.5K- 5.18% |
$659K - $802K
|
210K
$18.5M
|