Purchases and Sales Made in Q1 2023 in Nuveen Esg Large Cap Value ETF (NULV)
This table provides information about the institutional ownership of Nuveen Esg Large Cap Value ETF (NULV) during Q1 2023. The information is specifically focused on institutions that hold shares of NUVEEN ESG LARGE-CAP VALUE ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-2.85K- 45.6% |
$92.4K - $102K
|
3.4K
$140K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.1K- 15.46% |
$100K - $111K
|
17K
$699K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.69K- 4.08% |
$152K - $168K
|
110K
$4.54M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.01K- 2.52% |
$162K - $179K
|
194K
$7.99M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.05K- 7.99% |
$164K - $181K
|
58.2K
$2.4M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-8.74K- 33.86% |
$283K - $313K
|
17.1K
$704K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.54K- 5.8% |
$309K - $341K
|
155K
$6.38M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-11.3K- 7.19% |
$365K - $403K
|
145K
$6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.3K- 17.97% |
$367K - $406K
|
51.8K
$2.13M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.2K- 67.25% |
$525K - $580K
|
7.9K
$326K
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-24.3K- 94.15% |
$787K - $870K
|
1.51K
$62.2K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.2K- 3.72% |
$815K - $901K
|
652K
$26.9M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-35.5K- 37.01% |
$1.15M - $1.27M
|
60.4K
$2.49M
|
|
|
Apr 12, 2023
Q1 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-39.9K- 17.23% |
$1.29M - $1.43M
|
192K
$7.9M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-56.4K- 56.83% |
$1.83M - $2.02M
|
42.8K
$1.77M
|
|
|
May 12, 2023
Q1 2023
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-66K- 86.77% |
$2.14M - $2.36M
|
10.1K
$415K
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-67.6K- 50.66% |
$2.19M - $2.42M
|
65.8K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-83.4K- 7.06% |
$2.7M - $2.98M
|
1.1M
$45.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-97.4K- 20.46% |
$3.15M - $3.48M
|
379K
$15.6M
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-151K- 95.67% |
$4.9M - $5.41M
|
6.85K
$282K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-178K- 15.93% |
$5.75M - $6.36M
|
937K
$38.6M
|
|
|
May 11, 2023
Q1 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-465K- 71.31% |
$15.1M - $16.6M
|
187K
$7.71M
|