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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-857- 9.62% |
$33.3K - $35.7K
|
8.05K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-881- 0.43% |
$34.3K - $36.6K
|
203K
$8.27M
|
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-1.06K- 1.26% |
$41.3K - $44.2K
|
83.4K
$3.4M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.11K- 36.27% |
$43.3K - $46.3K
|
1.96K
$79.7K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.26K- 1.44% |
$49K - $52.5K
|
86.1K
$3.51M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.27K- 3.44% |
$49.5K - $53K
|
35.8K
$1.46M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.31K- 0.33% |
$51K - $54.5K
|
391K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.32K- 7.18% |
$51.2K - $54.8K
|
17K
$694K
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.32K- 6.85% |
$51.5K - $55K
|
18K
$734K
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-1.39K- 20.04% |
$54.2K - $57.9K
|
5.56K
$226K
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.45K- 16.77% |
$56.4K - $60.3K
|
7.19K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.45K- 6.96% |
$56.4K - $60.4K
|
19.4K
$791K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-1.46K- 9.47% |
$56.8K - $60.7K
|
14K
$569K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.58K- 9.4% |
$61.3K - $65.6K
|
15.2K
$619K
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.67K- 19.01% |
$65.1K - $69.6K
|
7.13K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.68K- 5.32% |
$65.3K - $69.8K
|
29.9K
$1.22M
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.7K- 2.72% |
$66.1K - $70.7K
|
60.8K
$2.48M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.85K- 3.4% |
$71.9K - $77K
|
52.5K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.94K- 1.2% |
$75.3K - $80.6K
|
160K
$6.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-2K- 2.04% |
$77.9K - $83.4K
|
96.3K
$3.93M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.09K- 14.06% |
$81.3K - $87K
|
12.8K
$521K
|
|
|
Apr 28, 2025
Q1 2025
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-2.19K- 0.8% |
$85.1K - $91K
|
271K
$11M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.44K- 20.49% |
$94.9K - $102K
|
9.47K
$386K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.7K- 6.35% |
$105K - $112K
|
39.8K
$1.62M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.89K- 81.97% |
$112K - $120K
|
635
$25.9K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.28K- 5.23% |
$128K - $137K
|
59.5K
$2.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-3.31K- 17.39% |
$129K - $138K
|
15.7K
$642K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-3.4K- 8.43% |
$132K - $141K
|
36.9K
$1.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-3.62K- 19.39% |
$141K - $150K
|
15K
$613K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-3.76K- 22.59% |
$146K - $156K
|
12.9K
$524K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.84K- 15.41% |
$149K - $160K
|
21.1K
$860K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.95K- 2.23% |
$154K - $164K
|
173K
$7.05M
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.2K- 6.48% |
$163K - $175K
|
60.6K
$2.47M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
SELL
|
- |
-4.81K- 14.47% |
$187K - $200K
|
28.4K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8.08K- 60.27% |
$314K - $336K
|
5.33K
$217K
|
|
|
Apr 22, 2025
Q1 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-10.6K- 42.85% |
$412K - $441K
|
14.1K
$576K
|
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-10.7K- 47.9% |
$417K - $446K
|
11.7K
$475K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-13.9K- 19.18% |
$542K - $579K
|
58.7K
$2.39M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-16.4K- 11.91% |
$637K - $681K
|
121K
$4.93M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-17.7K- 77.18% |
$687K - $734K
|
5.22K
$213K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-21.1K- 31.71% |
$822K - $879K
|
45.5K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.9K- 4.46% |
$850K - $910K
|
468K
$19.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-22K- 14.41% |
$857K - $917K
|
131K
$5.34M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-23.1K- 8.27% |
$897K - $959K
|
256K
$10.4M
|
|
|
Apr 21, 2025
Q1 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-23.8K- 27.53% |
$924K - $989K
|
62.5K
$2.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-37.6K- 3.66% |
$1.46M - $1.56M
|
987K
$40.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-37.7K- 0.28% |
$1.47M - $1.57M
|
13.5M
$551M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-38K- 96.52% |
$1.48M - $1.58M
|
1.37K
$55.8K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-42.5K- 68.39% |
$1.65M - $1.77M
|
19.6K
$800K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45.7K- 33.15% |
$1.78M - $1.9M
|
92.1K
$3.75M
|