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 |
---|---|---|---|---|---|---|---|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.89K+ 27.72% |
$68.1K - $79.3K
|
8.71K
$377K
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.86K+ 4.56% |
$66.8K - $77.8K
|
42.6K
$1.84M
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.71K+ 5.26% |
$61.6K - $71.7K
|
34.2K
$1.48M
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
1.71K+ 0.63% |
$61.6K - $71.7K
|
272K
$11.8M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.52K+ 2.69% |
$54.6K - $63.5K
|
57.8K
$2.5M
|
|
Jul 28, 2025
Q2 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
1.35K+ 3.9% |
$48.5K - $56.4K
|
35.9K
$1.55M
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.32K+ 0.61% |
$47.6K - $55.4K
|
219K
$9.47M
|
|
Aug 01, 2025
Q2 2025
|
Penobscot Wealth Management
|
BUY
|
- |
1.07K+ 17.59% |
$38.6K - $44.9K
|
7.16K
$310K
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.07K+ 8.45% |
$38.6K - $44.9K
|
13.7K
$595K
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.03K+ 7.45% |
$37.1K - $43.2K
|
14.9K
$643K
|
|
Jul 31, 2025
Q2 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
991+ 3.7% |
$35.7K - $41.5K
|
27.8K
$1.2M
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
945+ 5.82% |
$34K - $39.6K
|
17.2K
$744K
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
945+ 8.66% |
$34K - $39.6K
|
11.9K
$513K
|
|
Aug 13, 2025
Q2 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
886+ 5.89% |
$31.9K - $37.1K
|
15.9K
$689K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
870+ 4.27% |
$31.3K - $36.5K
|
21.2K
$919K
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
809+ 6.79% |
$29.1K - $33.9K
|
12.7K
$551K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
777+ 0.44% |
$28K - $32.6K
|
178K
$7.71M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
771+ 0.45% |
$27.8K - $32.3K
|
174K
$7.52M
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
730+ 3.1% |
$26.3K - $30.6K
|
24.3K
$1.05M
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
711+ 6.13% |
$25.6K - $29.8K
|
12.3K
$533K
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
685+ 3.45% |
$24.7K - $28.7K
|
20.5K
$888K
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
614+ 4.67% |
$22.1K - $25.7K
|
13.7K
$595K
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
595+ 5.49% |
$21.4K - $24.9K
|
11.4K
$495K
|
|
Jul 31, 2025
Q2 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
573+ 8.09% |
$20.6K - $24K
|
7.65K
$331K
|
|
Jul 23, 2025
Q2 2025
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
536+ 5.98% |
$19.3K - $22.5K
|
9.5K
$411K
|
|
Aug 19, 2025
Q2 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
507+ 19.58% |
$18.3K - $21.3K
|
3.1K
$134K
|
|
Aug 12, 2025
Q2 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
498+ 1.92% |
$17.9K - $20.9K
|
26.4K
$1.14M
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
497+ 5.19% |
$17.9K - $20.8K
|
10.1K
$436K
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
420+ 4.87% |
$15.1K - $17.6K
|
9.05K
$392K
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
396+ 16.82% |
$14.3K - $16.6K
|
2.75K
$119K
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
380+ 37.55% |
$13.7K - $15.9K
|
1.39K
$60.2K
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
376+ 6.53% |
$13.5K - $15.8K
|
6.14K
$266K
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
372+ 1.95% |
$13.4K - $15.6K
|
19.5K
$843K
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
340+ 2.45% |
$12.2K - $14.3K
|
14.2K
$615K
|
|
Aug 05, 2025
Q2 2025
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
324+ 3.64% |
$11.7K - $13.6K
|
9.23K
$399K
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
313+ 12.08% |
$11.3K - $13.1K
|
2.91K
$126K
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
302+ 18.88% |
$10.9K - $12.7K
|
1.9K
$82.3K
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
300+ 1.43% |
$10.8K - $12.6K
|
21.2K
$919K
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
247+ 57.04% |
$8.9K - $10.4K
|
680
$29.4K
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
213+ 1.87% |
$7.67K - $8.93K
|
11.6K
$501K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
201+ 87.39% |
$7.24K - $8.43K
|
431
$18.6K
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
189New |
$6.81K - $7.92K
|
189
$8.18K
|
|
Jul 28, 2025
Q2 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
186+ 0.43% |
$6.7K - $7.8K
|
43.9K
$1.9M
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
167+ 0.69% |
$6.02K - $7K
|
24.3K
$1.05M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
139+ 0.72% |
$5.01K - $5.83K
|
19.5K
$846K
|
|
Jul 24, 2025
Q2 2025
|
Evolution Advisers, Inc.
|
BUY
|
- |
110+ 0.18% |
$3.96K - $4.61K
|
61.4K
$2.66M
|
|
Aug 06, 2025
Q2 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
107+ 1.02% |
$3.85K - $4.49K
|
10.6K
$461K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
95+ 0.61% |
$3.42K - $3.98K
|
15.7K
$679K
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
73New |
$2.63K - $3.06K
|
73
$3.16K
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
47+ 0.32% |
$1.69K - $1.97K
|
14.5K
$629K
|