Purchases and Sales Made in Q4 2024 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 2024. 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 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
SELL
|
- |
-373- 9.35% |
$30.4K - $33.9K
|
3.62K
$317K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-423- 7.72% |
$34.5K - $38.4K
|
5.06K
$444K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-483- 6.69% |
$39.4K - $43.9K
|
6.73K
$591K
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-526- 9.18% |
$42.9K - $47.8K
|
5.2K
$456K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
SELL
|
- |
-567- 7.9% |
$46.3K - $51.5K
|
6.61K
$580K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-647- 6.7% |
$52.8K - $58.8K
|
9.02K
$791K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-649- 12.36% |
$53K - $59K
|
4.6K
$404K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-656- 2.62% |
$53.5K - $59.6K
|
24.4K
$2.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-673- 9.27% |
$54.9K - $61.2K
|
6.59K
$578K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-673- 20.64% |
$54.9K - $61.2K
|
2.59K
$227K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-712- 19.12% |
$58.1K - $64.7K
|
3.01K
$264K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.02K- 2.2% |
$83.2K - $92.7K
|
45.3K
$3.98M
|
|
|
Jan 02, 2025
Q4 2024
|
Impac Tfolio, LLC
|
SELL
|
- |
-1.15K- 3.74% |
$93.7K - $104K
|
29.6K
$2.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.22K- 4.82% |
$99.9K - $111K
|
24.2K
$2.12M
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-1.45K- 1.33% |
$118K - $132K
|
108K
$9.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-1.62K- 9.05% |
$132K - $148K
|
16.3K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.63K- 17.44% |
$133K - $148K
|
7.7K
$675K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.78K- 9.27% |
$146K - $162K
|
17.5K
$1.53M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.07K- 3.49% |
$169K - $188K
|
57.1K
$5.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.54K- 19.66% |
$208K - $231K
|
10.4K
$912K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.77K- 11.97% |
$226K - $251K
|
20.3K
$1.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-2.95K- 8.63% |
$241K - $268K
|
31.3K
$2.74M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-3K- 3.25% |
$245K - $273K
|
89.4K
$7.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.04K- 7.06% |
$248K - $276K
|
40K
$3.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-3.56K- 14.31% |
$290K - $323K
|
21.3K
$1.87M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.62K- 40.65% |
$295K - $329K
|
5.28K
$463K
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-4.26K- 23.09% |
$348K - $387K
|
14.2K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-7.08K- 4.55% |
$577K - $643K
|
148K
$13M
|
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
SELL
|
- |
-8.78K- 3.85% |
$716K - $798K
|
219K
$19.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-11.4K- 45.05% |
$927K - $1.03M
|
13.9K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-36.9K- 11.72% |
$3.01M - $3.35M
|
277K
$24.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-37K- 76.04% |
$3.02M - $3.36M
|
11.7K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-40.1K- 19.34% |
$3.27M - $3.65M
|
167K
$14.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-56.9K- 2.13% |
$4.64M - $5.17M
|
2.61M
$229M
|