Purchases and Sales Made in Q1 2023 in Nuveen Esg Large Cap Growth Et (NULG)
This table provides information about the institutional ownership of Nuveen Esg Large Cap Growth Et (NULG) during Q1 2023. The information is specifically focused on institutions that hold shares of NUVEEN ESG LARGE-CAP GROWTH ET.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.1K+ 15.14% |
$52.8K - $61K
|
8.33K
$731K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.07K+ 8.66% |
$51.4K - $59.4K
|
13.4K
$1.17M
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
978+ 26.8% |
$47.1K - $54.5K
|
4.63K
$406K
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
944+ 21.91% |
$45.5K - $52.6K
|
5.25K
$461K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
943+ 42.36% |
$45.5K - $52.6K
|
3.17K
$278K
|
|
May 15, 2023
Q1 2023
|
Falcon Wealth Planning
|
BUY
|
- |
940+ 18.97% |
$45.3K - $52.4K
|
5.9K
$518K
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
BUY
|
- |
912+ 8.48% |
$44K - $50.8K
|
11.7K
$1.02M
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
850+ 7.72% |
$41K - $47.4K
|
11.9K
$1.04M
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
792+ 3.07% |
$38.2K - $44.1K
|
26.6K
$2.34M
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
709+ 15.91% |
$34.2K - $39.5K
|
5.17K
$454K
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
654+ 15.76% |
$31.5K - $36.5K
|
4.8K
$422K
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
569+ 9.22% |
$27.4K - $31.7K
|
6.74K
$592K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
524+ 12.61% |
$25.3K - $29.2K
|
4.68K
$411K
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
495+ 5.48% |
$23.9K - $27.6K
|
9.53K
$837K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
459+ 0.5% |
$22.1K - $25.6K
|
92.6K
$8.14M
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
455+ 3.23% |
$21.9K - $25.4K
|
14.5K
$1.28M
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
451+ 10.22% |
$21.7K - $25.1K
|
4.86K
$427K
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
428+ 1.41% |
$20.6K - $23.9K
|
30.9K
$2.71M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
387+ 0.81% |
$18.7K - $21.6K
|
48K
$4.22M
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
333+ 26.58% |
$16.1K - $18.6K
|
1.59K
$139K
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
215+ 0.9% |
$10.4K - $12K
|
24K
$2.11M
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
210+ 2.16% |
$10.1K - $11.7K
|
9.93K
$872K
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
145+ 0.34% |
$6.99K - $8.08K
|
43.2K
$3.79M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
140New |
$6.75K - $7.8K
|
140
$12.3K
|
|
May 04, 2023
Q1 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
BUY
|
- |
125+ 2.01% |
$6.03K - $6.97K
|
6.34K
$557K
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
BUY
|
- |
112+ 1.62% |
$5.4K - $6.24K
|
7.01K
$616K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
100+ 0.88% |
$4.82K - $5.57K
|
11.5K
$1.01M
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
77+ 0.29% |
$3.71K - $4.29K
|
26.7K
$2.35M
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
71+ 0.57% |
$3.42K - $3.96K
|
12.5K
$1.1M
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
68+ 0.57% |
$3.28K - $3.79K
|
11.9K
$1.04M
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
15+ 0.2% |
$723 - $836
|
7.46K
$655K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
9+ 0.99% |
$434 - $502
|
916
$80.4K
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
7+ 0.05% |
$337 - $390
|
14.2K
$1.25M
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
6+ 0.09% |
$289 - $334
|
6.97K
$612K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-13- 2.74% |
$627 - $725
|
462
$40.6K
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-50- 0.26% |
$2.41K - $2.79K
|
19K
$1.67M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-56- 11.97% |
$2.7K - $3.12K
|
412
$36.2K
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-58- 0.31% |
$2.8K - $3.23K
|
18.9K
$1.66M
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-59- 2.05% |
$2.84K - $3.29K
|
2.82K
$248K
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-75- 0.83% |
$3.62K - $4.18K
|
8.92K
$783K
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-98- 1.84% |
$4.72K - $5.46K
|
5.24K
$460K
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-99- 1.54% |
$4.77K - $5.52K
|
6.34K
$557K
|
|
May 10, 2023
Q1 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-102- 0.53% |
$4.92K - $5.69K
|
19.3K
$1.69M
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-118- 1.51% |
$5.69K - $6.58K
|
7.67K
$674K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-136- 49.28% |
$6.56K - $7.58K
|
140
$12.3K
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
SELL
|
- |
-185- 3.03% |
$8.92K - $10.3K
|
5.92K
$520K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-222- 32.31% |
$10.7K - $12.4K
|
465
$40.8K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-319- 21.06% |
$15.4K - $17.8K
|
1.2K
$105K
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-352- 2.36% |
$17K - $19.6K
|
14.6K
$1.28M
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-374- 4.78% |
$18K - $20.8K
|
7.46K
$655K
|