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 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
36+ 0.34% |
$1.3K - $1.51K
|
10.7K
$465K
|
|
|
Aug 11, 2025
Q2 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
31+ 0.06% |
$1.12K - $1.3K
|
52.6K
$2.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
27+ 0.3% |
$973 - $1.13K
|
9.14K
$396K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
27+ 4.33% |
$973 - $1.13K
|
650
$28.1K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
25+ 0.08% |
$901 - $1.05K
|
32.1K
$1.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
20+ 0.4% |
$720 - $838
|
5.04K
$218K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
16+ 0.14% |
$576 - $671
|
11.3K
$487K
|
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
5+ 1.33% |
$180 - $210
|
380
$16.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Dagco, Inc.
|
BUY
|
- |
3+ 0.14% |
$108 - $126
|
2.15K
$92.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
2+ 0.01% |
$72 - $83.8
|
17.1K
$739K
|
|
|
Sep 26, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1+ 0.0% |
$36 - $41.9
|
135K
$5.85M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1- 0.03% |
$36 - $41.9
|
3.28K
$142K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-10- 0.16% |
$360 - $419
|
6.1K
$264K
|
|
|
Jul 24, 2025
Q2 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-23- 0.07% |
$828 - $964
|
30.8K
$1.33M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-26- 0.2% |
$937 - $1.09K
|
12.8K
$552K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-45- 0.25% |
$1.62K - $1.89K
|
17.9K
$776K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-68- 0.22% |
$2.45K - $2.85K
|
30.8K
$1.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-77- 0.13% |
$2.77K - $3.23K
|
60.7K
$2.63M
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-79- 0.61% |
$2.85K - $3.31K
|
12.8K
$554K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-80- 1.43% |
$2.88K - $3.35K
|
5.5K
$238K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-121- 1.08% |
$4.36K - $5.07K
|
11.1K
$479K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-137- 2.31% |
$4.93K - $5.74K
|
5.8K
$251K
|
|
|
Aug 05, 2025
Q2 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
SELL
|
- |
-155- 1.93% |
$5.58K - $6.5K
|
7.89K
$341K
|
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-163- 0.35% |
$5.87K - $6.83K
|
46.8K
$2.02M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-166- 1.09% |
$5.98K - $6.96K
|
15K
$650K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-179- 25.07% |
$6.45K - $7.5K
|
535
$23.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-191- 2.79% |
$6.88K - $8.01K
|
6.67K
$288K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-193- 1.92% |
$6.95K - $8.09K
|
9.85K
$426K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-194- 0.42% |
$6.99K - $8.13K
|
45.9K
$1.98M
|
|
|
Aug 06, 2025
Q2 2025
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-195- 1.3% |
$7.02K - $8.17K
|
14.7K
$638K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-208- 1.16% |
$7.49K - $8.72K
|
17.7K
$768K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-213- 55.61% |
$7.67K - $8.93K
|
170
$7.36K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-223- 0.23% |
$8.03K - $9.35K
|
96.1K
$4.16M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-260- 1.53% |
$9.37K - $10.9K
|
16.8K
$726K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-261- 5.0% |
$9.4K - $10.9K
|
4.96K
$215K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-267- 0.31% |
$9.62K - $11.2K
|
85.8K
$3.71M
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-295- 3.58% |
$10.6K - $12.4K
|
7.94K
$344K
|
|
|
Aug 04, 2025
Q2 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-315- 4.48% |
$11.3K - $13.2K
|
6.71K
$290K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-397- 3.4% |
$14.3K - $16.6K
|
11.3K
$488K
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-401- 4.76% |
$14.4K - $16.8K
|
8.03K
$347K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-425- 5.56% |
$15.3K - $17.8K
|
7.22K
$312K
|
|
|
Aug 12, 2025
Q2 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-456- 33.28% |
$16.4K - $19.1K
|
914
$39.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-473- 1.81% |
$17K - $19.8K
|
25.6K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-500- 7.81% |
$18K - $21K
|
5.9K
$255K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-529- 4.76% |
$19.1K - $22.2K
|
10.6K
$458K
|
|
|
Aug 07, 2025
Q2 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-626- 8.71% |
$22.5K - $26.2K
|
6.56K
$284K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-720- 10.27% |
$25.9K - $30.2K
|
6.29K
$272K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-770- 8.13% |
$27.7K - $32.3K
|
8.7K
$376K
|