Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.2K+ 114.85% |
$362K - $434K
|
20.9K
$828K
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
11.1K+ 136.64% |
$361K - $432K
|
19.3K
$763K
|
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11.1K+ 36.77% |
$358K - $429K
|
41.1K
$1.63M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
10.5K+ 22.6% |
$341K - $409K
|
57.1K
$2.26M
|
|
|
Jul 25, 2022
Q2 2022
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10.4K+ 127.11% |
$336K - $403K
|
18.6K
$735K
|
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.73KNew |
$315K - $378K
|
9.73K
$385K
|
|
|
Aug 15, 2022
Q2 2022
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
9.55KNew |
$309K - $371K
|
9.55K
$378K
|
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
9.32KNew |
$302K - $362K
|
9.32K
$369K
|
|
|
Aug 11, 2022
Q2 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9.15K+ 15.06% |
$296K - $355K
|
69.9K
$2.77M
|
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
9.04K+ 13.81% |
$293K - $351K
|
74.5K
$2.95M
|
|
|
Aug 24, 2022
Q2 2022
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
BUY
|
- |
8.88KNew |
$288K - $345K
|
8.88K
$352K
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
8.64KNew |
$280K - $336K
|
8.64K
$342K
|
|
|
Aug 15, 2022
Q2 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.53K+ 5.6% |
$276K - $331K
|
161K
$6.38M
|
|
|
Nov 06, 2024
Q2 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
8.43K+ 10.49% |
$273K - $327K
|
88.8K
$3.52M
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.27KNew |
$268K - $321K
|
8.27K
$328K
|
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
8.18KNew |
$265K - $317K
|
8.18K
$324K
|
|
|
Jul 13, 2022
Q2 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
8.08KNew |
$262K - $314K
|
8.08K
$320K
|
|
|
Aug 08, 2022
Q2 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
7.79KNew |
$252K - $302K
|
7.79K
$308K
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.53KNew |
$244K - $292K
|
7.53K
$298K
|
|
|
Jul 11, 2022
Q2 2022
|
Stewardship Advisors, LLC
|
BUY
|
- |
7.14K+ 2.58% |
$231K - $277K
|
283K
$11.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
7.1K+ 10.88% |
$230K - $276K
|
72.4K
$2.87M
|
|
|
Jul 15, 2022
Q2 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6.83K+ 10.77% |
$221K - $265K
|
70.3K
$2.78M
|
|
|
Aug 11, 2022
Q2 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
6.61K+ 65.77% |
$214K - $256K
|
16.6K
$659K
|
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.46K+ 36.08% |
$209K - $251K
|
24.4K
$965K
|
|
|
Jul 13, 2022
Q2 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
6.46K+ 55.26% |
$209K - $251K
|
18.1K
$718K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
6.44K+ 7.23% |
$209K - $250K
|
95.6K
$3.78M
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.44K+ 1.36% |
$208K - $250K
|
480K
$19M
|
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.09K+ 28.54% |
$197K - $237K
|
27.4K
$1.09M
|
|
|
Aug 02, 2022
Q2 2022
|
Cx Institutional
|
BUY
|
- |
5.64K+ 33.67% |
$183K - $219K
|
22.4K
$887K
|
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.62K+ 11.16% |
$182K - $218K
|
56K
$2.22M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.41K+ 5.41% |
$175K - $210K
|
105K
$4.17M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.12K+ 78.62% |
$166K - $199K
|
11.6K
$461K
|
|
|
Jul 18, 2022
Q2 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
4.42K+ 32.75% |
$143K - $172K
|
17.9K
$710K
|
|
|
Jul 27, 2022
Q2 2022
|
One Day In July LLC
|
BUY
|
- |
4.21K+ 29.24% |
$136K - $164K
|
18.6K
$737K
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
3.81K+ 60.84% |
$123K - $148K
|
10.1K
$398K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.67K+ 10.53% |
$119K - $142K
|
38.5K
$1.52M
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.6K+ 10.72% |
$116K - $140K
|
37.1K
$1.47M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.72KNew |
$88.1K - $106K
|
2.72K
$108K
|
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
BUY
|
- |
2.54K+ 6.08% |
$82.2K - $98.5K
|
44.3K
$1.75M
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
2.39K+ 37.62% |
$77.5K - $92.9K
|
8.75K
$347K
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.28K+ 29.13% |
$73.8K - $88.5K
|
10.1K
$400K
|
|
|
Jul 14, 2022
Q2 2022
|
Adviser Investments LLC
|
BUY
|
- |
2.18K+ 2.87% |
$70.6K - $84.7K
|
78.2K
$3.1M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
2.15K+ 8.85% |
$69.6K - $83.4K
|
26.4K
$1.05M
|
|
|
Aug 10, 2022
Q2 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.1K+ 6.51% |
$68K - $81.5K
|
34.3K
$1.36M
|
|
|
Jul 28, 2022
Q2 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.79K+ 23.9% |
$58K - $69.5K
|
9.28K
$367K
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.78K+ 12.13% |
$57.5K - $68.9K
|
16.4K
$650K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.69K+ 6.8% |
$54.7K - $65.6K
|
26.5K
$1.05M
|
|
|
Aug 08, 2022
Q2 2022
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
1.5K+ 9.18% |
$48.5K - $58.1K
|
17.8K
$704K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.45K+ 14.25% |
$47K - $56.3K
|
11.6K
$461K
|
|
|
Aug 10, 2022
Q2 2022
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.44KNew |
$46.6K - $55.9K
|
1.44K
$57K
|