Purchases and Sales Made in Q1 2025 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 2025. 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 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.79K+ 3.51% |
$69.4K - $74.3K
|
52.6K
$2.14M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.4K+ 5.21% |
$54.3K - $58K
|
28.2K
$1.15M
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.38K+ 5.63% |
$53.7K - $57.4K
|
25.9K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
1.37K+ 23.91% |
$53.1K - $56.8K
|
7.08K
$289K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.35K+ 17.28% |
$52.5K - $56.2K
|
9.16K
$373K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.34K+ 10.73% |
$52.2K - $55.8K
|
13.8K
$564K
|
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
BUY
|
- |
1.33K+ 13.55% |
$51.8K - $55.4K
|
11.2K
$455K
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
1.32K+ 0.61% |
$51.5K - $55K
|
218K
$8.88M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.24K+ 14.08% |
$48.2K - $51.5K
|
10K
$409K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.22KNew |
$47.4K - $50.7K
|
1.22K
$49.7K
|
|
|
May 07, 2025
Q1 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
1.18K+ 6.61% |
$45.9K - $49.1K
|
19K
$776K
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.15K+ 4.98% |
$44.6K - $47.7K
|
24.2K
$985K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.11K+ 10.62% |
$43.2K - $46.2K
|
11.6K
$471K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.08K+ 6.41% |
$42.1K - $45.1K
|
18K
$733K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.08K+ 6.39% |
$42K - $44.9K
|
18K
$732K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.07K+ 2.7% |
$41.6K - $44.5K
|
40.7K
$1.66M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.06K+ 22.57% |
$41.3K - $44.1K
|
5.76K
$235K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
1.02K+ 18.33% |
$39.6K - $42.3K
|
6.57K
$268K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
887+ 4.3% |
$34.5K - $36.9K
|
21.5K
$876K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
876+ 18.71% |
$34.1K - $36.4K
|
5.56K
$227K
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
832+ 8.57% |
$32.4K - $34.6K
|
10.5K
$429K
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
714New |
$27.8K - $29.7K
|
714
$29.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
624+ 4.99% |
$24.3K - $26K
|
13.1K
$535K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
624+ 8.02% |
$24.3K - $26K
|
8.41K
$343K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
623+ 100.0% |
$24.2K - $25.9K
|
1.25K
$50.8K
|
|
|
May 12, 2025
Q1 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
575+ 6.9% |
$22.4K - $23.9K
|
8.91K
$363K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
497+ 45.06% |
$19.3K - $20.7K
|
1.6K
$65.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
406+ 2.88% |
$15.8K - $16.9K
|
14.5K
$591K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
404+ 1.21% |
$15.7K - $16.8K
|
33.8K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
397+ 6.85% |
$15.4K - $16.5K
|
6.2K
$252K
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
382New |
$14.9K - $15.9K
|
382
$15.6K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
375New |
$14.6K - $15.6K
|
375
$15.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
360+ 1.18% |
$14K - $15K
|
30.8K
$1.26M
|
|
|
Apr 14, 2025
Q1 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
349+ 3.17% |
$13.6K - $14.5K
|
11.4K
$463K
|
|
|
Apr 09, 2025
Q1 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
343+ 3.98% |
$13.3K - $14.3K
|
8.97K
$365K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
294+ 14.27% |
$11.4K - $12.2K
|
2.35K
$95.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
231+ 1.22% |
$8.98K - $9.61K
|
19.1K
$778K
|
|
|
Apr 24, 2025
Q1 2025
|
Wolff Financial Management LLC
|
BUY
|
- |
222+ 3.16% |
$8.63K - $9.24K
|
7.24K
$295K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
164+ 1.2% |
$6.38K - $6.82K
|
13.9K
$566K
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
139New |
$5.41K - $5.78K
|
139
$5.66K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
102+ 0.6% |
$3.97K - $4.24K
|
17.1K
$696K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
86New |
$3.34K - $3.58K
|
86
$3.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
83+ 0.35% |
$3.23K - $3.45K
|
23.7K
$964K
|
|
|
May 09, 2025
Q1 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
63+ 1.8% |
$2.45K - $2.62K
|
3.56K
$145K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
47New |
$1.83K - $1.96K
|
47
$1.92K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
44+ 0.41% |
$1.71K - $1.83K
|
10.7K
$436K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
42+ 0.16% |
$1.63K - $1.75K
|
26.1K
$1.06M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
32+ 0.62% |
$1.24K - $1.33K
|
5.2K
$212K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
31+ 0.41% |
$1.21K - $1.29K
|
7.65K
$312K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
7+ 3.37% |
$272 - $291
|
215
$8.76K
|