Latest Institutional Transactions on Nuveen Esg Large Cap Growth Et (NULG)
This table provides information on the latest institutional transactions involving Nuveen Esg Large Cap Growth Et (NULG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
124+ 1.35% |
$9.16K - $10.4K
|
9.33K
$815K
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.16K+ 32.14% |
$160K - $182K
|
8.9K
$777K
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7.44KNew |
$550K - $627K
|
7.44K
$650K
|
|
Oct 30, 2024
Q3 2024
|
Falcon Wealth Planning
|
BUY
|
- |
1.83K+ 23.41% |
$135K - $154K
|
9.66K
$844K
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-206- 3.31% |
$15.2K - $17.3K
|
6.02K
$525K
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-231- 3.93% |
$17.1K - $19.5K
|
5.64K
$493K
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-1.8K- 27.01% |
$133K - $152K
|
4.87K
$425K
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
3.54K+ 16.61% |
$262K - $298K
|
24.9K
$2.17M
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-62- 0.78% |
$4.58K - $5.22K
|
7.91K
$691K
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
72+ 1.13% |
$5.32K - $6.06K
|
6.45K
$564K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-53.3K- 15.67% |
$3.93M - $4.49M
|
287K
$25M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.81K- 3.75% |
$133K - $152K
|
46.3K
$4.05M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-187- 13.43% |
$13.8K - $15.7K
|
1.21K
$105K
|
|
Oct 28, 2024
Q3 2024
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-59- 0.16% |
$4.36K - $4.97K
|
36.7K
$3.2M
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-33- 1.98% |
$2.44K - $2.78K
|
1.63K
$143K
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-414- 10.0% |
$30.6K - $34.9K
|
3.72K
$325K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
172+ 2.43% |
$12.7K - $14.5K
|
7.26K
$634K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
4.17KNew |
$308K - $351K
|
4.17K
$364K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
55+ 1.87% |
$4.06K - $4.63K
|
3K
$262K
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
2.93KNew |
$217K - $247K
|
2.93K
$256K
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-415- 13.81% |
$30.7K - $34.9K
|
2.59K
$226K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
501+ 0.51% |
$37K - $42.2K
|
98.6K
$8.61M
|
|
Oct 23, 2024
Q3 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
109KNew |
$8.05M - $9.18M
|
109K
$9.52M
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
187+ 4.5% |
$13.8K - $15.7K
|
4.34K
$379K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
359+ 8.24% |
$26.5K - $30.2K
|
4.72K
$412K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.66K+ 4.55% |
$270K - $308K
|
84K
$7.33M
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-91- 0.19% |
$6.72K - $7.66K
|
48.7K
$4.25M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-499- 1.94% |
$36.9K - $42K
|
25.2K
$2.2M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
120+ 23.3% |
$8.86K - $10.1K
|
635
$55.5K
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.49K+ 32.5% |
$184K - $210K
|
10.2K
$887K
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
SELL
|
- |
-88- 1.14% |
$6.5K - $7.41K
|
7.65K
$668K
|
|
Oct 21, 2024
Q3 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-1.07K- 1.23% |
$79K - $90.1K
|
85.8K
$7.5M
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
BUY
|
- |
54+ 0.76% |
$3.99K - $4.55K
|
7.18K
$627K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.5K+ 4.24% |
$1.44M - $1.64M
|
480K
$41.9M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.09K+ 7.48% |
$80.4K - $91.6K
|
15.6K
$1.37M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-44.6K- 34.54% |
$3.29M - $3.76M
|
84.5K
$7.38M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
100+ 3.05% |
$7.39K - $8.42K
|
3.38K
$295K
|
|
Oct 18, 2024
Q3 2024
|
Refined Wealth Management
|
SELL
|
- |
-3.35K- 1.45% |
$247K - $282K
|
228K
$19.9M
|
|
Oct 18, 2024
Q3 2024
|
Evolution Advisers, Inc.
|
SELL
|
- |
-199- 0.61% |
$14.7K - $16.8K
|
32.2K
$2.82M
|
|
Oct 18, 2024
Q3 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-211- 3.39% |
$15.6K - $17.8K
|
6.02K
$525K
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
738+ 3.33% |
$54.5K - $62.1K
|
22.9K
$2M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-288- 2.45% |
$21.3K - $24.2K
|
11.5K
$1M
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.07K+ 17.39% |
$153K - $174K
|
13.9K
$1.22M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.45K- 2.45% |
$107K - $122K
|
57.6K
$5.03M
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
646+ 11.9% |
$47.7K - $54.4K
|
6.08K
$531K
|
|
Oct 16, 2024
Q3 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
3.2K+ 64.35% |
$236K - $269K
|
8.16K
$713K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.37K- 14.78% |
$101K - $115K
|
7.89K
$689K
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.37KNew |
$249K - $284K
|
3.37K
$294K
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-1.63K- 1.04% |
$121K - $137K
|
156K
$13.6M
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
484+ 6.66% |
$35.7K - $40.8K
|
7.75K
$677K
|