Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
432K+ 11.18% |
$15.6M - $18.1M
|
4.29M
$186M
|
|
|
Aug 14, 2025
Q2 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
346KNew |
$12.5M - $14.5M
|
346K
$15M
|
|
|
Aug 06, 2025
Q2 2025
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
248K+ 122.05% |
$8.93M - $10.4M
|
451K
$19.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Rebel Financial LLC
Groveport, OH |
BUY
|
- |
91.1KNew |
$3.28M - $3.82M
|
91.1K
$3.94M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
90.4KNew |
$3.25M - $3.79M
|
90.4K
$3.91M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
67.4KNew |
$2.43M - $2.83M
|
67.4K
$2.92M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.7K+ 3.94% |
$1.86M - $2.17M
|
1.36M
$59M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.6K+ 0.31% |
$1.5M - $1.74M
|
13.6M
$587M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
29.7K+ 571.12% |
$1.07M - $1.24M
|
34.9K
$1.51M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.2K+ 109.56% |
$978K - $1.14M
|
51.9K
$2.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
24.5K+ 7.89% |
$883K - $1.03M
|
335K
$14.5M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.3K+ 23.15% |
$768K - $893K
|
113K
$4.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
20.4KNew |
$736K - $856K
|
20.4K
$884K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
19.9K+ 109.02% |
$718K - $835K
|
38.2K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Staley Capital Advisers Inc
|
BUY
|
- |
15K+ 17.65% |
$540K - $629K
|
100K
$4.33M
|
|
|
Aug 08, 2025
Q2 2025
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
12.5K+ 105.54% |
$452K - $526K
|
24.4K
$1.06M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.1K+ 21.45% |
$401K - $467K
|
63.1K
$2.73M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
10.8K+ 68.65% |
$389K - $453K
|
26.6K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.6K+ 9.93% |
$383K - $445K
|
118K
$5.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
10.5K+ 11.01% |
$380K - $442K
|
106K
$4.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
9.99K+ 21.36% |
$360K - $419K
|
56.7K
$2.45M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.9KNew |
$356K - $415K
|
9.9K
$428K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
8.54K+ 3.76% |
$308K - $358K
|
236K
$10.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.94K+ 1.69% |
$286K - $333K
|
476K
$20.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
7.3K+ 32.05% |
$263K - $306K
|
30.1K
$1.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
6.86K+ 7.28% |
$247K - $287K
|
101K
$4.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
6.48KNew |
$233K - $272K
|
6.48K
$280K
|
|
|
Jul 31, 2025
Q2 2025
|
Riverwater Partners LLC
|
BUY
|
- |
6.23KNew |
$224K - $261K
|
6.23K
$270K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
5.66K+ 79.36% |
$204K - $237K
|
12.8K
$554K
|
|
|
Aug 25, 2025
Q2 2025
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
5.65KNew |
$203K - $237K
|
5.65K
$244K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.39KNew |
$194K - $226K
|
5.39K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
5.36KNew |
$193K - $225K
|
5.36K
$232K
|
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
4.89K+ 2.37% |
$176K - $205K
|
211K
$9.12M
|
|
|
Aug 05, 2025
Q2 2025
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
4.88KNew |
$176K - $205K
|
4.88K
$211K
|
|
|
Aug 12, 2025
Q2 2025
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.81KNew |
$173K - $202K
|
4.81K
$208K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
4.26K+ 10.7% |
$153K - $178K
|
44K
$1.91M
|
|
|
Aug 12, 2025
Q2 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
4.01K+ 21.08% |
$145K - $168K
|
23.1K
$998K
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.98K+ 16.82% |
$143K - $167K
|
27.6K
$1.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
3.73K+ 60.12% |
$134K - $156K
|
9.92K
$429K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.7K+ 4.33% |
$133K - $155K
|
89K
$3.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.55K+ 1.04% |
$128K - $149K
|
346K
$15M
|
|
|
Aug 11, 2025
Q2 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.5K+ 20.9% |
$126K - $147K
|
20.2K
$876K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
3.17K+ 5.91% |
$114K - $133K
|
56.8K
$2.46M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.98K+ 14.1% |
$107K - $125K
|
24.1K
$1.04M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.97K+ 2.26% |
$107K - $125K
|
135K
$5.83M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.43K+ 14.24% |
$87.6K - $102K
|
19.5K
$845K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.02K+ 2.75% |
$72.9K - $84.8K
|
75.5K
$3.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.01K+ 0.62% |
$72.4K - $84.2K
|
326K
$14.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2K+ 62.34% |
$72K - $83.8K
|
5.21K
$225K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.94K+ 5.74% |
$69.8K - $81.2K
|
35.7K
$1.55M
|