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 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-786- 1.59% |
$28.3K - $32.9K
|
48.6K
$2.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-794- 7.1% |
$28.6K - $33.3K
|
10.4K
$450K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-893- 73.26% |
$32.2K - $37.4K
|
326
$14.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-927- 6.56% |
$33.4K - $38.9K
|
13.2K
$572K
|
|
|
Jul 29, 2025
Q2 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-942- 16.95% |
$33.9K - $39.5K
|
4.62K
$200K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-994- 0.7% |
$35.8K - $41.7K
|
142K
$6.13M
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-1K- 7.19% |
$36.1K - $42K
|
13K
$560K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.03K- 12.29% |
$37.2K - $43.3K
|
7.37K
$319K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.18K- 7.45% |
$42.5K - $49.4K
|
14.6K
$634K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.44K- 21.84% |
$51.7K - $60.2K
|
5.14K
$222K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-1.45K- 0.47% |
$52.1K - $60.6K
|
305K
$13.2M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.62K- 15.07% |
$58.4K - $67.9K
|
9.13K
$395K
|
|
|
Jul 25, 2025
Q2 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-2.1K- 4.42% |
$75.5K - $87.8K
|
45.4K
$1.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.23K- 6.03% |
$80.2K - $93.4K
|
34.7K
$1.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-2.49K- 11.58% |
$89.7K - $104K
|
19K
$822K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.85K- 9.52% |
$102K - $119K
|
27.1K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.92K- 31.61% |
$105K - $122K
|
6.31K
$273K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.92K- 10.28% |
$105K - $122K
|
25.5K
$1.1M
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-3K- 13.41% |
$108K - $126K
|
19.4K
$838K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-3.14K- 15.99% |
$113K - $132K
|
16.5K
$713K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.27K- 2.5% |
$118K - $137K
|
128K
$5.52M
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-3.42K- 13.38% |
$123K - $144K
|
22.2K
$959K
|
|
|
Aug 11, 2025
Q2 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-3.46K- 6.23% |
$125K - $145K
|
52.1K
$2.25M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-3.69K- 50.0% |
$133K - $155K
|
3.69K
$160K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.78K- 32.66% |
$136K - $158K
|
7.79K
$337K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.83K- 8.41% |
$138K - $160K
|
41.7K
$1.8M
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-4.14K- 1.06% |
$149K - $174K
|
387K
$16.7M
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4.45K- 8.48% |
$160K - $187K
|
48K
$2.08M
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-4.6K- 25.56% |
$166K - $193K
|
13.4K
$580K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-4.89K- 7.66% |
$176K - $205K
|
59K
$2.55M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.92K- 3.51% |
$177K - $206K
|
135K
$5.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-5.19K- 46.98% |
$187K - $218K
|
5.86K
$254K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.75K- 2.25% |
$207K - $241K
|
250K
$10.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.59K- 23.39% |
$238K - $276K
|
21.6K
$934K
|
|
|
Aug 13, 2025
Q2 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6.74K- 11.12% |
$243K - $283K
|
53.9K
$2.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-7.3K- 3.35% |
$263K - $306K
|
211K
$9.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.59K- 1.37% |
$274K - $318K
|
548K
$23.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-7.77K- 21.72% |
$280K - $326K
|
28K
$1.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-10.6K- 5.01% |
$382K - $444K
|
201K
$8.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-11.8K- 20.09% |
$425K - $494K
|
46.9K
$2.03M
|
|
|
Aug 04, 2025
Q2 2025
|
One Day In July LLC
|
SELL
|
- |
-14.8K- 17.75% |
$534K - $621K
|
68.7K
$2.97M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.5K- 1.92% |
$560K - $651K
|
793K
$34.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-15.7K- 3.34% |
$567K - $660K
|
456K
$19.7M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.2K- 1.78% |
$765K - $890K
|
1.17M
$50.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-25.1K- 20.75% |
$905K - $1.05M
|
95.9K
$4.15M
|
|
|
Aug 04, 2025
Q2 2025
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-25.9K- 31.13% |
$935K - $1.09M
|
57.4K
$2.48M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-35.4K- 22.19% |
$1.28M - $1.49M
|
124K
$5.38M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-36.1K- 57.65% |
$1.3M - $1.51M
|
26.5K
$1.15M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-59.1K- 99.27% |
$2.13M - $2.48M
|
434
$18.8K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-61.1K- 60.06% |
$2.2M - $2.56M
|
40.6K
$1.76M
|