Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.01MNew |
$37.4M - $39.5M
|
1.01M
$41.2M
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
417K+ 3.83% |
$15.5M - $16.4M
|
11.3M
$463M
|
|
Oct 14, 2021
Q3 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
137K+ 3.98% |
$5.1M - $5.38M
|
3.59M
$147M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
107K+ 12.98% |
$3.96M - $4.18M
|
928K
$38M
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
106K+ 37.72% |
$3.95M - $4.17M
|
388K
$15.9M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
83.1K+ 17.05% |
$3.08M - $3.26M
|
570K
$23.3M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
79.3K+ 241.5% |
$2.94M - $3.11M
|
112K
$4.59M
|
|
Oct 19, 2021
Q3 2021
|
Stewardship Advisors, LLC
|
BUY
|
- |
75K+ 46.38% |
$2.78M - $2.94M
|
237K
$9.69M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
71.2K+ 47.98% |
$2.64M - $2.79M
|
220K
$8.99M
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
60.3K+ 432.63% |
$2.24M - $2.36M
|
74.3K
$3.04M
|
|
Oct 14, 2021
Q3 2021
|
Marino, Stram & Associates LLC
|
BUY
|
- |
59.2KNew |
$2.2M - $2.32M
|
59.2K
$2.42M
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
47.9K+ 6.61% |
$1.78M - $1.88M
|
772K
$31.6M
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
BUY
|
- |
31.8K+ 91.75% |
$1.18M - $1.25M
|
66.4K
$2.72M
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
27.6K+ 18.38% |
$1.03M - $1.08M
|
178K
$7.28M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
27.1KNew |
$1M - $1.06M
|
27.1K
$1.11M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
25.2K+ 15.03% |
$937K - $989K
|
193K
$7.91M
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
25.2K+ 30.4% |
$935K - $987K
|
108K
$4.42M
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
19K+ 34.36% |
$705K - $744K
|
74.3K
$3.04M
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
18.5K+ 50.44% |
$688K - $726K
|
55.3K
$2.26M
|
|
Nov 05, 2021
Q3 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
15.9KNew |
$591K - $624K
|
15.9K
$651K
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.9K+ 277.67% |
$589K - $622K
|
21.6K
$884K
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
15.1K+ 98.89% |
$560K - $591K
|
30.3K
$1.24M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15K+ 2.33% |
$556K - $587K
|
658K
$26.9M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15K+ 2.68% |
$555K - $586K
|
573K
$23.5M
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
14.8K+ 32.96% |
$548K - $579K
|
59.6K
$2.44M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14.1K+ 5125.0% |
$525K - $554K
|
14.4K
$590K
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
14KNew |
$520K - $549K
|
14K
$573K
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
12.7K+ 252.63% |
$470K - $497K
|
17.7K
$724K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12K+ 13.82% |
$444K - $469K
|
98.5K
$4.03M
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.6K+ 27.32% |
$392K - $414K
|
49.2K
$2.01M
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
9.58KNew |
$356K - $375K
|
9.58K
$392K
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
9.1K+ 15.9% |
$338K - $357K
|
66.3K
$2.72M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.04K+ 21.34% |
$336K - $354K
|
51.4K
$2.1M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.75KNew |
$287K - $304K
|
7.75K
$317K
|
|
Oct 20, 2021
Q3 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
7.56KNew |
$281K - $296K
|
7.56K
$309K
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
7.24K+ 13.13% |
$269K - $284K
|
62.4K
$2.55M
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
7.03K+ 20.15% |
$261K - $275K
|
41.9K
$1.72M
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
6.64K+ 119.1% |
$246K - $260K
|
12.2K
$500K
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
5.79K+ 5.1% |
$215K - $227K
|
119K
$4.89M
|
|
Oct 29, 2021
Q3 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
5.52KNew |
$205K - $216K
|
5.52K
$226K
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.45KNew |
$202K - $214K
|
5.45K
$223K
|
|
Nov 08, 2021
Q3 2021
|
Addison Advisors LLC
|
BUY
|
- |
5.25K+ 32.13% |
$195K - $206K
|
21.6K
$884K
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.94K+ 12.62% |
$146K - $154K
|
35.2K
$1.44M
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.92K+ 22.7% |
$145K - $153K
|
21.2K
$867K
|
|
Nov 04, 2021
Q3 2021
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
3.67K+ 23.95% |
$136K - $144K
|
19K
$777K
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.61K+ 53.79% |
$134K - $142K
|
10.3K
$423K
|
|
Nov 04, 2021
Q3 2021
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
3.39K+ 27.53% |
$126K - $133K
|
15.7K
$642K
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.08K+ 3.07% |
$114K - $121K
|
103K
$4.24M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.02K+ 20.45% |
$112K - $119K
|
17.8K
$729K
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
2.89KNew |
$107K - $113K
|
2.89K
$118K
|