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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-234- 19.75% |
$13.9K - $15.2K
|
951
$88.4K
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
11.3KNew |
$668K - $733K
|
11.3K
$1.05M
|
|
Nov 13, 2023
Q3 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-6.37K- 30.4% |
$378K - $415K
|
14.6K
$1.36M
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
14.3KNew |
$848K - $931K
|
14.3K
$1.33M
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
124New |
$7.36K - $8.08K
|
124
$11.5K
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
1.61K+ 25.3% |
$95.4K - $105K
|
7.96K
$740K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.14K- 20.92% |
$305K - $335K
|
19.4K
$1.8M
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.39KNew |
$320K - $351K
|
5.39K
$501K
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
3.88KNew |
$230K - $253K
|
3.88K
$360K
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-76- 0.56% |
$4.51K - $4.95K
|
13.6K
$1.27M
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-21.4K- 39.61% |
$1.27M - $1.39M
|
32.6K
$3.03M
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
580New |
$34.4K - $37.8K
|
580
$53.9K
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
955New |
$56.7K - $62.2K
|
955
$88.8K
|
|
Q2 2023 | |||||||
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
59New |
$3.17K - $3.67K
|
59
$5.49K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-441- 2.27% |
$23.7K - $27.4K
|
19K
$1.77M
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.71KNew |
$361K - $418K
|
6.71K
$624K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-158- 3.41% |
$8.49K - $9.83K
|
4.47K
$415K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-181K- 5.59% |
$9.73M - $11.3M
|
3.06M
$284M
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
59New |
$3.17K - $3.67K
|
59
$5.49K
|
|
Q1 2023 | |||||||
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.26KNew |
$398K - $461K
|
8.26K
$768K
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-98- 1.84% |
$4.72K - $5.46K
|
5.24K
$487K
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-427- 6.49% |
$20.6K - $23.8K
|
6.15K
$572K
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
117KNew |
$5.64M - $6.53M
|
117K
$10.9M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.65K- 72.11% |
$127K - $147K
|
1.02K
$95.1K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.17K- 72.63% |
$52.4K - $61.4K
|
439
$40.8K
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
146New |
$6.57K - $7.7K
|
146
$13.6K
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
776New |
$34.9K - $40.9K
|
776
$72.1K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
600New |
$27K - $31.6K
|
600
$55.8K
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.89KNew |
$355K - $416K
|
7.89K
$734K
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
28.8KNew |
$1.3M - $1.52M
|
28.8K
$2.68M
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-14.5K- 29.18% |
$651K - $762K
|
35.1K
$3.26M
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
12+ 0.23% |
$540 - $633
|
5.19K
$482K
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
565New |
$25.4K - $29.8K
|
565
$52.5K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.72K- 26.88% |
$77.6K - $90.9K
|
4.69K
$436K
|
|
Feb 07, 2023
Q4 2022
|
Sage Advisory Services, Ltd.Co.
|
SELL
|
- |
-2.61K- 26.68% |
$117K - $138K
|
7.17K
$667K
|
|
Feb 06, 2023
Q4 2022
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
21New |
$945 - $1.11K
|
21
$1.95K
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.09KNew |
$49K - $57.4K
|
1.09K
$101K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
2.12KNew |
$95.2K - $112K
|
2.12K
$197K
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
280New |
$12.6K - $14.8K
|
280
$26K
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
117KNew |
$5.25M - $6.15M
|
117K
$10.9M
|
|
Q3 2022 | |||||||
May 20, 2025
Q3 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
3.31K+ 21.71% |
$153K - $187K
|
18.6K
$1.72M
|
|
May 15, 2023
Q3 2022
|
Northstar Asset Management Inc
Boston, MA |
SELL
|
- |
-888- 9.59% |
$40.9K - $50.2K
|
8.38K
$779K
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
5.93KNew |
$273K - $335K
|
5.93K
$551K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 50.0% |
$46.1 - $56.6
|
3
$279
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
4.77KNew |
$220K - $270K
|
4.77K
$443K
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
12KNew |
$555K - $681K
|
12K
$1.12M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
1.58KNew |
$72.7K - $89.2K
|
1.58K
$147K
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
2.17K+ 10.28% |
$100K - $123K
|
23.3K
$2.17M
|
|
Oct 18, 2022
Q3 2022
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-53.3K- 69.48% |
$2.46M - $3.01M
|
23.4K
$2.18M
|
|
Q2 2022 | |||||||
Nov 07, 2022
Q2 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-30- 96.77% |
$1.39K - $1.86K
|
1
$93
|