Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
15.2K+ 43.69% |
$633K - $668K
|
50.1K
$2.17M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.7KNew |
$487K - $515K
|
11.7K
$508K
|
|
|
Oct 10, 2025
Q3 2025
|
Falcon Wealth Planning
|
BUY
|
- |
6.8K+ 22.62% |
$282K - $298K
|
36.9K
$1.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
5.71K+ 13.41% |
$237K - $250K
|
48.3K
$2.09M
|
|
|
Oct 07, 2025
Q3 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
4.22K+ 3.13% |
$175K - $185K
|
139K
$6.01M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.64KNew |
$151K - $159K
|
3.64K
$157K
|
|
|
Oct 09, 2025
Q3 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
3.24K+ 13.31% |
$134K - $142K
|
27.6K
$1.19M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.8K+ 30.57% |
$116K - $123K
|
12K
$518K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.53KNew |
$63.5K - $67.1K
|
1.53K
$66.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.06K+ 12.11% |
$43.8K - $46.2K
|
9.77K
$423K
|
|
|
Oct 06, 2025
Q3 2025
|
Trust CO
|
BUY
|
- |
1.04K+ 13.03% |
$43K - $45.4K
|
8.98K
$388K
|
|
|
Oct 16, 2025
Q3 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
863+ 7.66% |
$35.8K - $37.8K
|
12.1K
$525K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
740+ 12.77% |
$30.7K - $32.4K
|
6.54K
$283K
|
|
|
Oct 17, 2025
Q3 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
676+ 2.64% |
$28.1K - $29.6K
|
26.3K
$1.14M
|
|
|
Oct 20, 2025
Q3 2025
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
550+ 7.19% |
$22.8K - $24.1K
|
8.2K
$355K
|
|
|
Oct 14, 2025
Q3 2025
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
296+ 0.67% |
$12.3K - $13K
|
44.2K
$1.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
136+ 1.53% |
$5.64K - $5.96K
|
9K
$389K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
86+ 0.31% |
$3.57K - $3.77K
|
27.8K
$1.2M
|
|
|
Oct 02, 2025
Q3 2025
|
Investors Research Corp
|
SELL
|
- |
-11- 0.58% |
$457 - $482
|
1.89K
$81.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Sincerus Advisory, LLC
New York, NY |
SELL
|
- |
-152- 0.42% |
$6.31K - $6.66K
|
35.7K
$1.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-586- 0.61% |
$24.3K - $25.7K
|
95.3K
$4.13M
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-600- 5.77% |
$24.9K - $26.3K
|
9.8K
$424K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-859- 5.21% |
$35.6K - $37.6K
|
15.6K
$676K
|
|
|
Oct 15, 2025
Q3 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.13K- 8.54% |
$46.8K - $49.4K
|
12.1K
$523K
|
|
|
Oct 07, 2025
Q3 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1.42K- 2.96% |
$58.9K - $62.2K
|
46.6K
$2.02M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-2.05K- 1.45% |
$85.1K - $89.9K
|
140K
$6.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-3.64K- 14.88% |
$151K - $159K
|
20.8K
$900K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.37K- 10.48% |
$181K - $191K
|
37.3K
$1.61M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-4.99K- 23.1% |
$207K - $219K
|
16.6K
$718K
|