Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
471K+ 627.35% |
$15.1M - $17M
|
546K
$21.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
305KNew |
$9.76M - $11M
|
305K
$12M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
BUY
|
- |
152KNew |
$4.87M - $5.49M
|
152K
$5.98M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
112KNew |
$3.58M - $4.04M
|
112K
$4.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
84.9KNew |
$2.72M - $3.07M
|
84.9K
$3.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
83.7K+ 0.61% |
$2.68M - $3.03M
|
13.8M
$542M
|
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
68.2KNew |
$2.19M - $2.47M
|
68.2K
$2.69M
|
|
|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
66.1KNew |
$2.12M - $2.39M
|
66.1K
$2.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
65.6K+ 36.25% |
$2.1M - $2.37M
|
246K
$9.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
61K+ 12.31% |
$1.95M - $2.2M
|
556K
$21.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
48.3K+ 7.05% |
$1.55M - $1.75M
|
733K
$28.9M
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
41.3K+ 20.14% |
$1.32M - $1.49M
|
246K
$9.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
35K+ 117.59% |
$1.12M - $1.27M
|
64.8K
$2.55M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
32.3KNew |
$1.04M - $1.17M
|
32.3K
$1.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
29.3KNew |
$938K - $1.06M
|
29.3K
$1.15M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
27K+ 1.77% |
$866K - $977K
|
1.55M
$61M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
25KNew |
$800K - $902K
|
25K
$983K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
24.6KNew |
$788K - $890K
|
24.6K
$969K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
23.9KNew |
$766K - $864K
|
23.9K
$941K
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
22.6KNew |
$724K - $817K
|
22.6K
$890K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
19.9K+ 11.69% |
$639K - $721K
|
191K
$7.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
15.7KNew |
$504K - $568K
|
15.7K
$619K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
15.1K+ 1.63% |
$483K - $545K
|
941K
$37M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
14.4KNew |
$460K - $519K
|
14.4K
$566K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
14.4K+ 46.84% |
$460K - $519K
|
45K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14K+ 335.39% |
$448K - $506K
|
18.2K
$715K
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
12.7KNew |
$406K - $459K
|
12.7K
$499K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
11.8KNew |
$377K - $425K
|
11.8K
$463K
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
10.4KNew |
$333K - $376K
|
10.4K
$410K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
9.81KNew |
$314K - $355K
|
9.81K
$386K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.47KNew |
$271K - $306K
|
8.47K
$333K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
7.4KNew |
$237K - $267K
|
7.4K
$291K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
7.39KNew |
$237K - $267K
|
7.39K
$291K
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
6.93K+ 2.56% |
$222K - $250K
|
277K
$10.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
6.87KNew |
$220K - $248K
|
6.87K
$271K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
6.73K+ 10.65% |
$215K - $243K
|
69.9K
$2.75M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.57KNew |
$210K - $237K
|
6.57K
$259K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
6.05KNew |
$194K - $219K
|
6.05K
$238K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.05K+ 59.25% |
$194K - $219K
|
16.3K
$640K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5.49K+ 6.05% |
$176K - $199K
|
96.2K
$3.79M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
5.47K+ 5.75% |
$175K - $198K
|
101K
$3.96M
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4.64K+ 105.67% |
$149K - $168K
|
9.03K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.27K+ 1.36% |
$137K - $154K
|
318K
$12.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
4.01K+ 6.53% |
$128K - $145K
|
65.4K
$2.58M
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
3.8KNew |
$122K - $137K
|
3.8K
$150K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.66K+ 1.01% |
$117K - $132K
|
366K
$14.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
3.12K+ 3.62% |
$99.8K - $113K
|
89.2K
$3.51M
|
|
|
Jan 12, 2024
Q4 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
3.05K+ 2.3% |
$97.7K - $110K
|
136K
$5.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3K+ 8.05% |
$96.1K - $108K
|
40.3K
$1.58M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
2.69K+ 10.62% |
$86K - $97.1K
|
28K
$1.1M
|