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 |
---|---|---|---|---|---|---|---|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
6+ 0.17% |
$490 - $545
|
3.59K
$355K
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.21% |
$81.6 - $90.9
|
470
$46.5K
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
4+ 0.16% |
$326 - $364
|
2.5K
$248K
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
2.36KNew |
$192K - $214K
|
2.36K
$233K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
6New |
$490 - $545
|
6
$594
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
4+ 0.14% |
$326 - $364
|
2.84K
$281K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-673- 20.64% |
$54.9K - $61.2K
|
2.59K
$256K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.96KNew |
$160K - $178K
|
1.96K
$194K
|
|
Q3 2024 | |||||||
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-265- 28.68% |
$19.6K - $22.3K
|
659
$65.2K
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-35- 11.67% |
$2.59K - $2.95K
|
265
$26.2K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5- 11.63% |
$369 - $421
|
38
$3.76K
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
1.4K+ 744.68% |
$103K - $118K
|
1.59K
$157K
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
3.11K+ 38.77% |
$229K - $261K
|
11.1K
$1.1M
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-297- 75.0% |
$21.9K - $25K
|
99
$9.8K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.1K- 47.99% |
$229K - $261K
|
3.36K
$332K
|
|
Oct 31, 2024
Q3 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
7.44KNew |
$550K - $627K
|
7.44K
$736K
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
55+ 1.87% |
$4.06K - $4.63K
|
3K
$297K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
4.17KNew |
$308K - $351K
|
4.17K
$413K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.09K+ 7.48% |
$80.4K - $91.6K
|
15.6K
$1.55M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
100+ 3.05% |
$7.39K - $8.42K
|
3.38K
$334K
|
|
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
$8.36M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.37K- 14.78% |
$101K - $115K
|
7.89K
$780K
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
77New |
$5.69K - $6.48K
|
77
$7.62K
|
|
Oct 15, 2024
Q3 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
888+ 12.04% |
$65.6K - $74.8K
|
8.26K
$817K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
125New |
$9.23K - $10.5K
|
125
$12.4K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.55K+ 42.77% |
$109K - $127K
|
5.17K
$511K
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-56- 1.63% |
$3.96K - $4.6K
|
3.37K
$333K
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
417New |
$29.5K - $34.2K
|
417
$41.3K
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
2.62KNew |
$185K - $215K
|
2.62K
$259K
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
23KNew |
$1.63M - $1.89M
|
23K
$2.28M
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
747+ 15.37% |
$52.8K - $61.3K
|
5.61K
$555K
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
2.47KNew |
$175K - $203K
|
2.47K
$245K
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.4KNew |
$311K - $361K
|
4.4K
$435K
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
6.06KNew |
$428K - $498K
|
6.06K
$600K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.4KNew |
$240K - $279K
|
3.4K
$336K
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
296New |
$20.9K - $24.3K
|
296
$29.3K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.16K+ 6.81% |
$81.9K - $95.2K
|
18.2K
$1.8M
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.65KNew |
$258K - $300K
|
3.65K
$361K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-540- 4.24% |
$38.2K - $44.3K
|
12.2K
$1.21M
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.03KNew |
$285K - $331K
|
4.03K
$398K
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
430New |
$30.4K - $35.3K
|
430
$42.5K
|
|
Q1 2024 | |||||||
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1+ 33.33% |
$67.4 - $76.8
|
4
$396
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
946+ 67.77% |
$63.7K - $72.7K
|
2.34K
$232K
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.52KNew |
$237K - $271K
|
3.52K
$349K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.3KNew |
$1.7M - $1.94M
|
25.3K
$2.5M
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.66KNew |
$314K - $358K
|
4.66K
$461K
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
97+ 3.23% |
$6.53K - $7.45K
|
3.1K
$306K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-123- 9.73% |
$8.29K - $9.45K
|
1.14K
$113K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
610+ 3.65% |
$41.1K - $46.9K
|
17.3K
$1.71M
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-858- 23.24% |
$57.8K - $65.9K
|
2.83K
$280K
|