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 |
|---|---|---|---|---|---|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
7,497
shares
|
$320,421
0.06% of portfolio
|
Q2 2024
Reduced 46.35%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
7,426
shares
|
$317,387
0.12% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
7,389
shares
|
$315,805
0.0% of portfolio
|
Q3 2024
Reduced 50.39%
|
|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Oct 17, 2024 Q3 2024 |
7,303
shares
|
$312,130
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
7,225
shares
|
$308,796
0.0% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
7,215
shares
|
$308,369
0.03% of portfolio
|
Q3 2024
Added 32.02%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
7,162
shares
|
$306,103
0.01% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
7,054
shares
|
$301,487
0.09% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
7,026
shares
|
$300,291
0.03% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
7,012
shares
|
$299,692
0.04% of portfolio
|
Q4 2023
Reduced 9.95%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
6,977
shares
|
$298,196
0.08% of portfolio
|
Q1 2024
Reduced 22.09%
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
6,878
shares
|
$293,965
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
6,581
shares
|
$281,271
0.03% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
6,402
shares
|
$273,621
0.01% of portfolio
|
Q2 2024
Reduced 8.19%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
6,362
shares
|
$271,911
0.0% of portfolio
|
Q2 2024
Added 1.39%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
6,345
shares
|
$271,185
0.0% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
5,943
shares
|
$254,003
0.12% of portfolio
|
Q3 2024
Added 5.32%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
5,847
shares
|
$249,900
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
5,768
shares
|
$246,524
0.01% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
5,683
shares
|
$242,891
0.12% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
5,452
shares
|
$233,018
0.04% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,450
shares
|
$232,933
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
5,426
shares
|
$231,907
0.03% of portfolio
|
Q2 2024
Reduced 56.89%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
5,285
shares
|
$225,880
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
5,073
shares
|
$216,820
0.03% of portfolio
|
Q3 2024
New holding
|