Purchases and Sales Made in Q4 2024 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 2024. 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 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
309KNew |
$12M - $13.4M
|
309K
$12.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
99.6K+ 14.97% |
$3.88M - $4.31M
|
765K
$31.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
35KNew |
$1.37M - $1.52M
|
35K
$1.43M
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
34K+ 0.87% |
$1.33M - $1.47M
|
3.93M
$160M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.6K+ 2.51% |
$1.04M - $1.15M
|
1.09M
$44.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.2K+ 6.25% |
$785K - $872K
|
343K
$14M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
18.6KNew |
$726K - $807K
|
18.6K
$760K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
17.9KNew |
$696K - $773K
|
17.9K
$728K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
11.9K+ 3.12% |
$463K - $514K
|
392K
$16M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
11.8K+ 11.08% |
$460K - $511K
|
118K
$4.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
9.94K+ 56.71% |
$387K - $430K
|
27.5K
$1.12M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.98K+ 16.68% |
$350K - $389K
|
62.8K
$2.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8.42K+ 6.37% |
$328K - $365K
|
141K
$5.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
8.33KNew |
$325K - $361K
|
8.33K
$340K
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.25K+ 4.22% |
$322K - $357K
|
204K
$8.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
8.24K+ 50.61% |
$321K - $357K
|
24.5K
$999K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.81KNew |
$304K - $338K
|
7.81K
$318K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.63K+ 23.86% |
$297K - $330K
|
39.6K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.23KNew |
$282K - $313K
|
7.23K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.66K+ 71.44% |
$259K - $288K
|
16K
$651K
|
|
|
Jan 28, 2025
Q4 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
6.39K+ 2.4% |
$249K - $276K
|
273K
$11.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
6.08K+ 7.08% |
$237K - $263K
|
91.9K
$3.74M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
5.55KNew |
$216K - $240K
|
5.55K
$226K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
5.37K+ 16.93% |
$209K - $232K
|
37.1K
$1.51M
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
5.3KNew |
$206K - $229K
|
5.3K
$216K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
5.07K+ 51.41% |
$198K - $220K
|
14.9K
$609K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.49K+ 30.79% |
$175K - $194K
|
19.1K
$777K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.13K+ 399.32% |
$161K - $179K
|
5.17K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
4.01K+ 40.06% |
$156K - $174K
|
14K
$572K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.69KNew |
$144K - $160K
|
3.69K
$150K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
3.28K+ 5.17% |
$128K - $142K
|
66.6K
$2.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
3.27K+ 3.44% |
$127K - $141K
|
98.3K
$4.01M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.16K+ 1.82% |
$123K - $137K
|
177K
$7.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
3.01K+ 9.05% |
$117K - $130K
|
36.2K
$1.48M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.7K+ 11.21% |
$105K - $117K
|
26.8K
$1.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.57KNew |
$100K - $111K
|
2.57K
$105K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.32K+ 1.32% |
$90.4K - $100K
|
178K
$7.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
2.15K+ 4.98% |
$83.6K - $92.8K
|
45.2K
$1.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.84K+ 18.56% |
$71.7K - $79.6K
|
11.8K
$479K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
1.65K+ 5.23% |
$64.3K - $71.4K
|
33.2K
$1.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.45KNew |
$56.6K - $62.9K
|
1.45K
$59.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.26K+ 0.67% |
$49.2K - $54.7K
|
189K
$7.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.17KNew |
$45.4K - $50.5K
|
1.17K
$47.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.05KNew |
$40.8K - $45.4K
|
1.05K
$42.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
989+ 43.09% |
$38.5K - $42.8K
|
3.28K
$134K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
976+ 5.01% |
$38K - $42.2K
|
20.4K
$834K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
958+ 4.78% |
$37.3K - $41.5K
|
21K
$857K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
913+ 18.69% |
$35.6K - $39.5K
|
5.8K
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
838+ 138.28% |
$32.6K - $36.3K
|
1.44K
$58.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
833New |
$32.5K - $36.1K
|
833
$34K
|