Patriot Financial Group Insurance Agency, LLC Nuveen Esg Large Cap Value ETF Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$37.61 - $41.72 $190,795 - $211,645	5,073 New	5,073 $211,000
Q4 2023 Jan 19, 2024	SELL	$32.04 - $36.15 $10,893 - $12,291	-340 Reduced 5.4%	5,956 $213,000
Q4 2022 Jan 17, 2023	BUY	$31.03 - $36.5 $195,364 - $229,804	6,296 New	6,296 $0
Q1 2022 May 11, 2022	BUY	$35.91 - $39.31 $3,124 - $3,419	87 Added 1.4%	6,294 $239,000
Q4 2021 Jan 10, 2022	BUY	$37.28 - $39.88 $74 - $79	2 Added 0.03%	6,207 $241,000
Q3 2021 Nov 24, 2021	SELL	$37.12 - $39.19 $12,583 - $13,285	-339 Reduced 5.18%	6,205 $233,000
Q2 2021 Jul 30, 2021	BUY	$36.47 - $38.55 $20,496 - $21,665	562 Added 9.39%	6,544 $247,000
Q1 2021 Apr 29, 2021	SELL	$32.32 - $36.47 $16,256 - $18,344	-503 Reduced 7.76%	5,982 $217,000
Q4 2020 Jan 15, 2021	BUY	$28.34 - $33.34 $2,097 - $2,467	74 Added 1.15%	6,485 $214,000
Q1 2020 Apr 15, 2020	BUY	$21.0 - $33.33 $79,023 - $125,420	3,763 Added 142.11%	6,411 $156,000
Q4 2019 Jan 22, 2020	BUY	$30.13 - $33.31 $46,761 - $51,697	1,552 Added 141.61%	2,648 $87,000
Q3 2019 Oct 25, 2019	BUY	$30.97 - $31.38 $18,674 - $18,922	603 Added 122.31%	1,096 $34,000
Q2 2019 Aug 07, 2019	BUY	N/A	493 New	493 $15,000

Others Institutions Holding NULV

# of Institutions

271

Shares Held

42M

Call Options Held

Put Options Held

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