Institutional Ownership Nuveen Esg Large Cap Value ETF (NULV)
This table provides information about the institutional ownership of Nuveen Esg Large Cap Value ETF (NULV). We have compiled data on the 257 institutions that hold shares in the stock, with a total of 41.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.78 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
85,355
shares
|
$3.65 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.16%
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
85,000
shares
|
$3.63 Million
0.16% of portfolio
|
Q4 2023
Reduced 8.6%
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
83,570
shares
|
$3.57 Million
0.38% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
78,783
shares
|
$3.37 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.51%
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
74,295
shares
|
$3.18 Million
0.77% of portfolio
|
Q3 2024
Added 10.99%
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
71,570
shares
|
$3.06 Million
0.58% of portfolio
|
Q3 2024
Added 4.57%
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
68,774
shares
|
$2.94 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
66,033
shares
|
$2.82 Million
0.01% of portfolio
|
Q3 2024
Added 1.7%
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
66,032
shares
|
$2.82 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
63,965
shares
|
$2.73 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
63,344
shares
|
$2.71 Million
0.06% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
61,745
shares
|
$2.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.61%
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
58,398
shares
|
$2.5 Million
0.23% of portfolio
|
Q3 2024
Added 0.77%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
57,639
shares
|
$2.46 Million
0.01% of portfolio
|
Q3 2023
Reduced 14.17%
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
56,413
shares
|
$2.41 Million
1.28% of portfolio
|
Q3 2024
Added 15.62%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
53,835
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2024
Added 1.79%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
52,060
shares
|
$2.23 Million
0.03% of portfolio
|
Q2 2023
Reduced 1.17%
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
48,735
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
Added 9.38%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
48,350
shares
|
$2.07 Million
0.14% of portfolio
|
Q3 2024
Added 5.74%
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
47,462
shares
|
$2.03 Million
0.04% of portfolio
|
Q3 2024
Added 0.46%
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Oct 15, 2024 Q3 2024 |
47,270
shares
|
$2.02 Million
0.33% of portfolio
|
Q1 2024
Reduced 1.02%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
46,335
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Added 1.15%
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Nov 13, 2024 Q3 2024 |
44,827
shares
|
$1.92 Million
1.47% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Nov 07, 2024 Q3 2024 |
43,064
shares
|
$1.84 Million
0.66% of portfolio
|
Q3 2024
Added 9.15%
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
41,885
shares
|
$1.79 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.12%
|