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 |
---|---|---|---|---|---|---|---|
Jan 17, 2025
Q4 2024
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
805+ 3.36% |
$31.4K - $34.8K
|
24.7K
$1.01M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
802+ 4.05% |
$31.2K - $34.7K
|
20.6K
$840K
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
763+ 9.49% |
$29.7K - $33K
|
8.81K
$359K
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
BUY
|
- |
755+ 0.14% |
$29.4K - $32.7K
|
531K
$21.6M
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
714+ 2.4% |
$27.8K - $30.9K
|
30.5K
$1.24M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
695+ 1.66% |
$27.1K - $30.1K
|
42.5K
$1.73M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
655+ 5.52% |
$25.5K - $28.3K
|
12.5K
$510K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
623New |
$24.3K - $27K
|
623
$25.4K
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
581+ 111.3% |
$22.6K - $25.1K
|
1.1K
$45K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
557+ 327.65% |
$21.7K - $24.1K
|
727
$29.6K
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
512+ 0.61% |
$19.9K - $22.2K
|
84.1K
$3.43M
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
458+ 4.34% |
$17.8K - $19.8K
|
11K
$449K
|
|
Feb 05, 2025
Q4 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
444+ 10.47% |
$17.3K - $19.2K
|
4.68K
$191K
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
442+ 5.34% |
$17.2K - $19.1K
|
8.72K
$356K
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
418+ 3.83% |
$16.3K - $18.1K
|
11.3K
$462K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
391+ 5.41% |
$15.2K - $16.9K
|
7.62K
$310K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
382New |
$14.9K - $16.5K
|
382
$15.6K
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
365+ 3.31% |
$14.2K - $15.8K
|
11.4K
$465K
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
362+ 5.5% |
$14.1K - $15.7K
|
6.94K
$283K
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
330+ 2.1% |
$12.9K - $14.3K
|
16.1K
$654K
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
320+ 1.73% |
$12.5K - $13.8K
|
18.9K
$769K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
245+ 0.52% |
$9.55K - $10.6K
|
47.5K
$1.94M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
225+ 2.01% |
$8.77K - $9.74K
|
11.4K
$465K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
158+ 0.5% |
$6.16K - $6.84K
|
31.6K
$1.29M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
158+ 1.77% |
$6.16K - $6.84K
|
9.1K
$371K
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
144+ 2.09% |
$5.61K - $6.23K
|
7.02K
$286K
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
112+ 1.18% |
$4.36K - $4.85K
|
9.58K
$390K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
110+ 5.41% |
$4.29K - $4.76K
|
2.15K
$87.4K
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
101+ 0.96% |
$3.93K - $4.37K
|
10.7K
$435K
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
89+ 0.12% |
$3.47K - $3.85K
|
71.7K
$2.92M
|
|
Jan 22, 2025
Q4 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
74+ 1.25% |
$2.88K - $3.2K
|
6.02K
$245K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
61+ 1.06% |
$2.38K - $2.64K
|
5.83K
$238K
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
BUY
|
- |
48+ 0.68% |
$1.87K - $2.08K
|
7.07K
$288K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
34+ 0.23% |
$1.32K - $1.47K
|
14.9K
$606K
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
34+ 0.64% |
$1.32K - $1.47K
|
5.32K
$217K
|
|
Jan 27, 2025
Q4 2024
|
American Financial & Tax Strategies Inc
New York, NY |
BUY
|
- |
31+ 0.55% |
$1.21K - $1.34K
|
5.71K
$233K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27+ 0.37% |
$1.05K - $1.17K
|
7.42K
$302K
|
|
Jan 28, 2025
Q4 2024
|
Rede Wealth, LLC
|
BUY
|
- |
27+ 0.36% |
$1.05K - $1.17K
|
7.45K
$304K
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
11+ 5.58% |
$429 - $476
|
208
$8.48K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7+ 2.1% |
$273 - $303
|
340
$13.9K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7+ 0.04% |
$273 - $303
|
17.9K
$731K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 2.63% |
$77.9 - $86.6
|
78
$3.18K
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-21- 4.63% |
$818 - $909
|
433
$17.6K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-36- 1.26% |
$1.4K - $1.56K
|
2.83K
$115K
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-41- 0.19% |
$1.6K - $1.77K
|
21.7K
$883K
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-58- 0.1% |
$2.26K - $2.51K
|
56.4K
$2.3M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-90- 0.11% |
$3.51K - $3.9K
|
78.7K
$3.21M
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-140- 0.43% |
$5.45K - $6.06K
|
32.7K
$1.33M
|
|
Jan 29, 2025
Q4 2024
|
Keener Financial Planning LLC
Keller, TX |
SELL
|
- |
-148- 4.07% |
$5.77K - $6.41K
|
3.49K
$142K
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-212- 0.81% |
$8.26K - $9.18K
|
26.1K
$1.06M
|