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 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
14+ 0.52% |
$1.03K - $1.18K
|
2.73K
$254K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
125New |
$9.23K - $10.5K
|
125
$11.6K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.55K+ 42.77% |
$109K - $127K
|
5.17K
$480K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-56- 1.63% |
$3.96K - $4.6K
|
3.37K
$313K
|
|
|
Aug 12, 2024
Q2 2024
|
Citigroup Inc
|
BUY
|
- |
417New |
$29.5K - $34.2K
|
417
$38.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Estate Counselors, LLC
|
BUY
|
- |
2.62KNew |
$185K - $215K
|
2.62K
$244K
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
23KNew |
$1.63M - $1.89M
|
23K
$2.14M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
45+ 0.42% |
$3.18K - $3.7K
|
10.8K
$1M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
BUY
|
- |
747+ 15.37% |
$52.8K - $61.3K
|
5.61K
$521K
|
|
|
Jul 30, 2024
Q2 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
4.4KNew |
$311K - $361K
|
4.4K
$409K
|
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
2.47KNew |
$175K - $203K
|
2.47K
$230K
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.74KNew |
$264K - $307K
|
3.74K
$348K
|
|
|
Jul 29, 2024
Q2 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
6.06KNew |
$428K - $498K
|
6.06K
$564K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.4KNew |
$240K - $279K
|
3.4K
$316K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
296New |
$20.9K - $24.3K
|
296
$27.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.16K+ 6.81% |
$81.9K - $95.2K
|
18.2K
$1.69M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.65KNew |
$258K - $300K
|
3.65K
$340K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-540- 4.24% |
$38.2K - $44.3K
|
12.2K
$1.13M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
4.03KNew |
$285K - $331K
|
4.03K
$374K
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
430New |
$30.4K - $35.3K
|
430
$40K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1+ 33.33% |
$67.4 - $76.8
|
4
$372
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
946+ 67.77% |
$63.7K - $72.7K
|
2.34K
$218K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
3.52KNew |
$237K - $271K
|
3.52K
$328K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
25.3KNew |
$1.7M - $1.94M
|
25.3K
$2.35M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
97+ 3.23% |
$6.53K - $7.45K
|
3.1K
$288K
|
|
|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
4.66KNew |
$314K - $358K
|
4.66K
$434K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
610+ 3.65% |
$41.1K - $46.9K
|
17.3K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-123- 9.73% |
$8.29K - $9.45K
|
1.14K
$106K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-858- 23.24% |
$57.8K - $65.9K
|
2.83K
$263K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-27- 6.55% |
$1.82K - $2.07K
|
385
$35.8K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
2.72KNew |
$183K - $209K
|
2.72K
$253K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4+ 0.05% |
$269 - $307
|
8.72K
$811K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-587- 13.71% |
$39.5K - $45.1K
|
3.69K
$343K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.02% |
$67.4 - $76.8
|
4.03K
$374K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.89KNew |
$127K - $145K
|
1.89K
$176K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.64KNew |
$178K - $203K
|
2.64K
$245K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3New |
$172 - $209
|
3
$279
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
945New |
$54.3K - $66K
|
945
$87.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
87New |
$4.99K - $6.07K
|
87
$8.09K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.97KNew |
$285K - $347K
|
4.97K
$462K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
231New |
$13.3K - $16.1K
|
231
$21.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
3KNew |
$172K - $209K
|
3K
$279K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
3.67KNew |
$211K - $256K
|
3.67K
$341K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.67K- 54.23% |
$211K - $256K
|
3.1K
$288K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-28- 0.62% |
$1.61K - $1.95K
|
4.5K
$418K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.66K- 13.84% |
$95.5K - $116K
|
10.4K
$963K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
48+ 3.03% |
$2.76K - $3.35K
|
1.63K
$152K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.57K- 97.57% |
$90K - $109K
|
39
$3.63K
|
|
| Q3 2023 | |||||||
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
57New |
$3.38K - $3.71K
|
57
$5.3K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-207- 63.89% |
$12.3K - $13.5K
|
117
$10.9K
|
|