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 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-228- 0.89% |
$8.88K - $9.87K
|
25.5K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-236- 41.04% |
$9.19K - $10.2K
|
339
$13.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-250- 1.1% |
$9.74K - $10.8K
|
22.4K
$913K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-352- 4.82% |
$13.7K - $15.2K
|
6.95K
$283K
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
SELL
|
- |
-405- 3.48% |
$15.8K - $17.5K
|
11.2K
$458K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-565- 7.13% |
$22K - $24.5K
|
7.36K
$300K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-627- 5.43% |
$24.4K - $27.1K
|
10.9K
$445K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-701- 7.51% |
$27.3K - $30.3K
|
8.64K
$352K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-871- 4.81% |
$33.9K - $37.7K
|
17.2K
$703K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-971- 4.05% |
$37.8K - $42K
|
23K
$939K
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.08K- 11.1% |
$42K - $46.7K
|
8.64K
$352K
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-1.14K- 1.3% |
$44.4K - $49.3K
|
86.3K
$3.52M
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.15K- 1.18% |
$44.6K - $49.6K
|
95.5K
$3.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-1.15K- 0.76% |
$44.8K - $49.8K
|
151K
$6.14M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.22K- 9.26% |
$47.4K - $52.6K
|
11.9K
$485K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.3K- 10.33% |
$50.5K - $56K
|
11.2K
$458K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
SELL
|
- |
-1.41K- 38.0% |
$54.9K - $61K
|
2.3K
$93.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
SELL
|
- |
-1.43K- 7.3% |
$55.6K - $61.7K
|
18.1K
$739K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.57K- 3.74% |
$61K - $67.8K
|
40.3K
$1.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.71K- 2.29% |
$66.4K - $73.8K
|
72.6K
$2.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.89K- 2.95% |
$73.5K - $81.6K
|
62.1K
$2.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-2.28K- 6.85% |
$88.6K - $98.5K
|
30.9K
$1.26M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.3K- 14.04% |
$89.6K - $99.6K
|
14.1K
$574K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.79K- 19.16% |
$109K - $121K
|
11.8K
$479K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.86K- 11.76% |
$112K - $124K
|
21.5K
$876K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-2.91K- 2.06% |
$114K - $126K
|
139K
$5.65M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.93K- 15.09% |
$114K - $127K
|
16.5K
$673K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-3.52K- 5.33% |
$137K - $152K
|
62.5K
$2.55M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4.07K- 6.96% |
$158K - $176K
|
54.3K
$2.21M
|
|
|
Jan 21, 2025
Q4 2024
|
ETF Portfolio Partners, Inc.
|
SELL
|
- |
-4.18K- 32.64% |
$163K - $181K
|
8.62K
$351K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-4.32K- 6.29% |
$168K - $187K
|
64.5K
$2.63M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-4.8K- 22.38% |
$187K - $208K
|
16.6K
$678K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8.33K- 5.72% |
$325K - $361K
|
137K
$5.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-12K- 12.13% |
$469K - $521K
|
87.3K
$3.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-12.5K- 70.06% |
$486K - $539K
|
5.33K
$217K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-23.4K- 48.42% |
$912K - $1.01M
|
24.9K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-78.1K- 31.01% |
$3.04M - $3.38M
|
174K
$7.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-79.5K- 77.66% |
$3.1M - $3.44M
|
22.9K
$932K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-91K- 9.67% |
$3.55M - $3.94M
|
850K
$34.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-134K- 51.53% |
$5.23M - $5.81M
|
126K
$5.14M
|