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 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$38.9 - $41.6
|
1
$40.8
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5- 0.01% |
$194 - $208
|
46.9K
$1.91M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-34- 0.64% |
$1.32K - $1.41K
|
5.29K
$215K
|
|
|
Apr 09, 2025
Q1 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-48- 0.43% |
$1.87K - $2K
|
11.2K
$456K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-53- 0.32% |
$2.06K - $2.2K
|
16.7K
$682K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
SELL
|
- |
-56- 0.51% |
$2.18K - $2.33K
|
10.9K
$444K
|
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-65- 0.14% |
$2.53K - $2.7K
|
47.5K
$1.93M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-74- 3.79% |
$2.88K - $3.08K
|
1.88K
$76.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100- 0.8% |
$3.89K - $4.16K
|
12.5K
$508K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-107- 0.99% |
$4.16K - $4.45K
|
10.8K
$438K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-139- 0.45% |
$5.41K - $5.78K
|
30.8K
$1.25M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-151- 1.28% |
$5.87K - $6.28K
|
11.6K
$473K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-153- 0.04% |
$5.95K - $6.36K
|
343K
$14M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-172- 1.0% |
$6.69K - $7.16K
|
17.1K
$696K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-176- 6.84% |
$6.84K - $7.32K
|
2.4K
$97.6K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-182- 0.19% |
$7.08K - $7.57K
|
95.3K
$3.88M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-192- 1.71% |
$7.47K - $7.99K
|
11.1K
$450K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-207- 2.4% |
$8.05K - $8.61K
|
8.43K
$343K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-212- 1.86% |
$8.24K - $8.82K
|
11.2K
$456K
|
|
|
Apr 24, 2025
Q1 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-216- 1.78% |
$8.4K - $8.99K
|
11.9K
$485K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
SELL
|
- |
-226- 19.38% |
$8.79K - $9.4K
|
940
$38.3K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-295- 2.59% |
$11.5K - $12.3K
|
11.1K
$453K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-304- 4.24% |
$11.8K - $12.6K
|
6.86K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-344- 47.32% |
$13.4K - $14.3K
|
383
$15.6K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-363- 2.27% |
$14.1K - $15.1K
|
15.6K
$636K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-426- 5.72% |
$16.6K - $17.7K
|
7.03K
$286K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-436- 8.0% |
$17K - $18.1K
|
5.02K
$204K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-467- 5.13% |
$18.2K - $19.4K
|
8.63K
$352K
|
|
|
Apr 08, 2025
Q1 2025
|
Trust CO
|
SELL
|
- |
-485- 5.56% |
$18.9K - $20.2K
|
8.24K
$336K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-491- 46.85% |
$19.1K - $20.4K
|
557
$22.7K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-493- 5.02% |
$19.2K - $20.5K
|
9.33K
$380K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-497- 1.05% |
$19.3K - $20.7K
|
46.7K
$1.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-501- 4.42% |
$19.5K - $20.8K
|
10.8K
$442K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-511- 1.46% |
$19.9K - $21.3K
|
34.5K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-515- 4.38% |
$20K - $21.4K
|
11.2K
$458K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-548- 8.94% |
$21.3K - $22.8K
|
5.58K
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-564- 8.12% |
$21.9K - $23.5K
|
6.38K
$260K
|
|
|
Apr 29, 2025
Q1 2025
|
One Day In July LLC
|
SELL
|
- |
-604- 0.72% |
$23.5K - $25.1K
|
83.5K
$3.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-605- 0.94% |
$23.5K - $25.2K
|
63.8K
$2.6M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-612- 2.66% |
$23.8K - $25.5K
|
22.4K
$911K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-618- 3.02% |
$24K - $25.7K
|
19.8K
$808K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-623- 50.0% |
$24.2K - $25.9K
|
623
$25.4K
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-632- 1.93% |
$24.6K - $26.3K
|
32.1K
$1.31M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-635- 1.17% |
$24.7K - $26.4K
|
53.6K
$2.19M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-636- 54.27% |
$24.7K - $26.5K
|
536
$21.8K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-656- 3.12% |
$25.5K - $27.3K
|
20.4K
$830K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-675- 0.38% |
$26.3K - $28.1K
|
177K
$7.23M
|
|
|
Apr 25, 2025
Q1 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
SELL
|
- |
-695- 2.53% |
$27K - $28.9K
|
26.8K
$1.09M
|
|
|
May 02, 2025
Q1 2025
|
First Business Financial Services, Inc.
|
SELL
|
- |
-704- 3.25% |
$27.4K - $29.3K
|
20.9K
$854K
|