Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
672K+ 5.39% |
$20.8M - $24.6M
|
13.2M
$534M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
390K+ 26.92% |
$12M - $14.3M
|
1.84M
$74.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
332K+ 24.14% |
$10.2M - $12.2M
|
1.71M
$69.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
150K+ 22.9% |
$4.62M - $5.49M
|
803K
$32.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
101K+ 10.24% |
$3.12M - $3.7M
|
1.09M
$44.2M
|
|
|
Oct 11, 2022
Q3 2022
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
84.4K+ 2.03% |
$2.61M - $3.09M
|
4.24M
$172M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
68.1K+ 14.93% |
$2.1M - $2.5M
|
524K
$21.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
66.3K+ 6.37% |
$2.05M - $2.43M
|
1.11M
$45M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
52.4KNew |
$1.62M - $1.92M
|
52.4K
$2.13M
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
40.1K+ 68.25% |
$1.24M - $1.47M
|
98.8K
$4.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.6K+ 14.43% |
$1.1M - $1.3M
|
282K
$11.5M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
34.2K+ 177.41% |
$1.06M - $1.25M
|
53.5K
$2.17M
|
|
|
Nov 02, 2022
Q3 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
33.9K+ 7.06% |
$1.05M - $1.24M
|
515K
$20.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
33.4K+ 19.75% |
$1.03M - $1.22M
|
202K
$8.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29.1K+ 250.03% |
$898K - $1.07M
|
40.7K
$1.65M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
27.1KNew |
$837K - $994K
|
27.1K
$1.1M
|
|
|
Oct 17, 2022
Q3 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
26.9KNew |
$829K - $985K
|
26.9K
$1.09M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
25.2K+ 11.02% |
$777K - $923K
|
254K
$10.3M
|
|
|
Oct 31, 2022
Q3 2022
|
One Day In July LLC
|
BUY
|
- |
22.3K+ 119.61% |
$688K - $817K
|
40.9K
$1.66M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
22K+ 38.46% |
$678K - $805K
|
79K
$3.21M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21.7K+ 233.0% |
$670K - $796K
|
31K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
21.1K+ 21.41% |
$652K - $774K
|
120K
$4.86M
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
19.2K+ 21.0% |
$592K - $703K
|
110K
$4.49M
|
|
|
Oct 20, 2022
Q3 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
18.2KNew |
$560K - $666K
|
18.2K
$737K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17.6K+ 42.78% |
$542K - $644K
|
58.6K
$2.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.2K+ 17.12% |
$531K - $631K
|
118K
$4.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
17.2K+ 17.12% |
$531K - $631K
|
118K
$4.78M
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
16.2K+ 9.78% |
$501K - $595K
|
182K
$7.4M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.1K+ 165.35% |
$496K - $589K
|
25.8K
$1.05M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
13.8KNew |
$425K - $505K
|
13.8K
$560K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.5K+ 8.84% |
$416K - $494K
|
166K
$6.74M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
13.4K+ 163.79% |
$414K - $491K
|
21.6K
$876K
|
|
|
Nov 07, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
12.5KNew |
$386K - $458K
|
12.5K
$508K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
12.4KNew |
$382K - $453K
|
12.4K
$502K
|
|
|
Nov 14, 2022
Q3 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
11.7KNew |
$360K - $427K
|
11.7K
$473K
|
|
|
Oct 31, 2022
Q3 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
10.9K+ 124.37% |
$336K - $399K
|
19.6K
$798K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
10.8K+ 81.65% |
$334K - $396K
|
24.1K
$977K
|
|
|
Nov 14, 2022
Q3 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
8.13K+ 5.05% |
$251K - $298K
|
169K
$6.87M
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
8.01KNew |
$247K - $294K
|
8.01K
$326K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.64K+ 763900.0% |
$236K - $280K
|
7.64K
$310K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
7.63K+ 6.03% |
$236K - $280K
|
134K
$5.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
7.56K+ 7.49% |
$233K - $277K
|
108K
$4.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
7.5K+ 41.81% |
$231K - $275K
|
25.4K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.16K+ 0.82% |
$221K - $263K
|
882K
$35.8M
|
|
|
Oct 12, 2022
Q3 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
7.09K+ 39.09% |
$219K - $260K
|
25.2K
$1.02M
|
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
6.8K+ 19.8% |
$210K - $249K
|
41.1K
$1.67M
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
BUY
|
- |
5.16K+ 21.58% |
$159K - $189K
|
29.1K
$1.18M
|
|
|
Oct 17, 2022
Q3 2022
|
Marino, Stram & Associates LLC
|
BUY
|
- |
5.11K+ 7.28% |
$158K - $187K
|
75.4K
$3.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
5.11K+ 30.71% |
$158K - $187K
|
21.8K
$884K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
4.89K+ 6.56% |
$151K - $179K
|
79.4K
$3.23M
|