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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-27- 6.55% |
$1.82K - $2.07K
|
385
$38.1K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
2.72KNew |
$183K - $209K
|
2.72K
$269K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4+ 0.05% |
$269 - $307
|
8.72K
$863K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-587- 13.71% |
$39.5K - $45.1K
|
3.69K
$365K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
1+ 0.02% |
$67.4 - $76.8
|
4.03K
$398K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.89KNew |
$127K - $145K
|
1.89K
$187K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.64KNew |
$178K - $203K
|
2.64K
$261K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
945New |
$54.3K - $66K
|
945
$93.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3New |
$172 - $209
|
3
$297
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
4.97KNew |
$285K - $347K
|
4.97K
$492K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
231New |
$13.3K - $16.1K
|
231
$22.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
BUY
|
- |
3KNew |
$172K - $209K
|
3K
$297K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Group Wealth Advisors, LLC
Concord, MA |
BUY
|
- |
3.67KNew |
$211K - $256K
|
3.67K
$363K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-3.67K- 54.23% |
$211K - $256K
|
3.1K
$307K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-28- 0.62% |
$1.61K - $1.95K
|
4.5K
$445K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.66K- 13.84% |
$95.5K - $116K
|
10.4K
$1.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
48+ 3.03% |
$2.76K - $3.35K
|
1.63K
$162K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.57K- 97.57% |
$90K - $109K
|
39
$3.86K
|
|
| Q3 2023 | |||||||
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
57New |
$3.38K - $3.71K
|
57
$5.64K
|
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-207- 63.89% |
$12.3K - $13.5K
|
117
$11.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-234- 19.75% |
$13.9K - $15.2K
|
951
$94.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-6.37K- 30.4% |
$378K - $415K
|
14.6K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
124New |
$7.36K - $8.08K
|
124
$12.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Fulcrum Equity Management
|
BUY
|
- |
14.3KNew |
$848K - $931K
|
14.3K
$1.41M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-5.14K- 20.92% |
$305K - $335K
|
19.4K
$1.92M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.39KNew |
$320K - $351K
|
5.39K
$533K
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
3.88KNew |
$230K - $253K
|
3.88K
$384K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-76- 0.56% |
$4.51K - $4.95K
|
13.6K
$1.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-21.4K- 39.61% |
$1.27M - $1.39M
|
32.6K
$3.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
580New |
$34.4K - $37.8K
|
580
$57.4K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
955New |
$56.7K - $62.2K
|
955
$94.5K
|
|
| Q2 2023 | |||||||
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
59New |
$3.17K - $3.67K
|
59
$5.84K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-441- 2.27% |
$23.7K - $27.4K
|
19K
$1.88M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6.71KNew |
$361K - $418K
|
6.71K
$664K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-158- 3.41% |
$8.49K - $9.83K
|
4.47K
$442K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-181K- 5.59% |
$9.73M - $11.3M
|
3.06M
$303M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
59New |
$3.17K - $3.67K
|
59
$5.84K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-98- 1.84% |
$4.72K - $5.46K
|
5.24K
$519K
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.26KNew |
$398K - $461K
|
8.26K
$817K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-427- 6.49% |
$20.6K - $23.8K
|
6.15K
$608K
|
|
|
Apr 26, 2023
Q1 2023
|
Integrated Capital Management, Inc.
|
BUY
|
- |
117KNew |
$5.64M - $6.53M
|
117K
$11.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.65K- 72.11% |
$127K - $147K
|
1.02K
$101K
|
|
| 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
$43.4K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
146New |
$6.57K - $7.7K
|
146
$14.4K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
776New |
$34.9K - $40.9K
|
776
$76.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
28.8KNew |
$1.3M - $1.52M
|
28.8K
$2.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.89KNew |
$355K - $416K
|
7.89K
$781K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
600New |
$27K - $31.6K
|
600
$59.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-14.5K- 29.18% |
$651K - $762K
|
35.1K
$3.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
565New |
$25.4K - $29.8K
|
565
$55.9K
|
|