Purchases and Sales Made in Q1 2025 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 2025. 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 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
SELL
|
- |
-691- 8.97% |
$53.7K - $62.3K
|
7.01K
$652K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-698- 36.35% |
$54.2K - $62.9K
|
1.22K
$114K
|
|
May 06, 2025
Q1 2025
|
American Financial & Tax Strategies Inc
New York, NY |
SELL
|
- |
-827- 21.02% |
$64.2K - $74.6K
|
3.11K
$289K
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-868- 9.29% |
$67.4K - $78.3K
|
8.48K
$788K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-914- 5.11% |
$71K - $82.4K
|
17K
$1.58M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-940- 9.66% |
$73K - $84.7K
|
8.79K
$817K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-947- 8.27% |
$73.6K - $85.4K
|
10.5K
$977K
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-959- 12.44% |
$74.5K - $86.5K
|
6.75K
$628K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.03K- 11.81% |
$80K - $92.9K
|
7.69K
$715K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.03K- 5.08% |
$80.3K - $93.2K
|
19.3K
$1.79M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.38K- 13.64% |
$107K - $124K
|
8.71K
$810K
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.47K- 79.68% |
$114K - $132K
|
374
$34.8K
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
SELL
|
- |
-1.63K- 17.41% |
$127K - $147K
|
7.75K
$720K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.76K- 12.69% |
$137K - $159K
|
12.1K
$1.13M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.76K- 27.73% |
$137K - $159K
|
4.6K
$427K
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-1.97K- 7.17% |
$153K - $177K
|
25.4K
$2.37M
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-2.11K- 19.18% |
$164K - $190K
|
8.89K
$827K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-2.26K- 18.39% |
$175K - $203K
|
10K
$930K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-2.37K- 10.22% |
$184K - $214K
|
20.8K
$1.94M
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-2.49K- 7.19% |
$193K - $224K
|
32.1K
$2.98M
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.67K- 6.68% |
$208K - $241K
|
37.3K
$3.47M
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.84K- 8.48% |
$221K - $256K
|
30.7K
$2.85M
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-2.88K- 43.09% |
$223K - $259K
|
3.8K
$353K
|
|
Apr 28, 2025
Q1 2025
|
Novem Group
Rochester, NY |
SELL
|
- |
-3.11K- 52.45% |
$241K - $280K
|
2.82K
$262K
|
|
Apr 18, 2025
Q1 2025
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-3.35K- 19.21% |
$260K - $302K
|
14.1K
$1.31M
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-3.54K- 2.66% |
$275K - $319K
|
130K
$12.1M
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.24K- 13.55% |
$329K - $382K
|
27K
$2.51M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-4.57K- 10.08% |
$355K - $412K
|
40.8K
$3.79M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.62K- 70.14% |
$359K - $416K
|
1.97K
$183K
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-4.64K- 6.18% |
$361K - $418K
|
70.5K
$6.56M
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.82K- 5.03% |
$374K - $434K
|
90.9K
$8.45M
|
|
Apr 17, 2025
Q1 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-5.53K- 45.69% |
$430K - $499K
|
6.58K
$612K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.65KClosed |
$439K - $509K
|
0
$0
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.88K- 3.96% |
$456K - $530K
|
143K
$13.3M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-6.13K- 12.74% |
$476K - $553K
|
42K
$3.9M
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-8.63K- 74.0% |
$670K - $778K
|
3.03K
$282K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.94K- 8.75% |
$694K - $806K
|
93.2K
$8.66M
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-9.81K- 17.17% |
$762K - $885K
|
47.3K
$4.4M
|
|
May 06, 2025
Q1 2025
|
De Dora Capital, Inc.
|
SELL
|
- |
-11.1K- 12.76% |
$861K - $999K
|
75.8K
$7.04M
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.1K- 3.94% |
$861K - $1M
|
271K
$25.2M
|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-17.5K- 96.3% |
$1.36M - $1.58M
|
672
$62.5K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.1K- 5.99% |
$1.41M - $1.63M
|
284K
$26.4M
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-28.2K- 10.17% |
$2.19M - $2.54M
|
249K
$23.2M
|
|
Apr 23, 2025
Q1 2025
|
Win Advisors, Inc
|
SELL
|
- |
-43.3K- 90.17% |
$3.36M - $3.9M
|
4.72K
$439K
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-48.3K- 28.13% |
$3.75M - $4.35M
|
123K
$11.5M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-105K- 11.98% |
$8.12M - $9.43M
|
768K
$71.4M
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-129K- 77.4% |
$10.1M - $11.7M
|
37.8K
$3.52M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-167K- 6.37% |
$12.9M - $15M
|
2.45M
$228M
|
|
Apr 22, 2025
Q1 2025
|
Refined Wealth Management
|
SELL
|
- |
-206K- 93.88% |
$16M - $18.5M
|
13.4K
$1.25M
|