Latest Institutional Transactions on Nuveen Esg Large Cap Value ETF (NULV)
This table provides information on the latest institutional transactions involving Nuveen Esg Large Cap Value ETF (NULV) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.89K+ 27.72% |
$68.1K - $79.3K
|
8.71K
$368K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
614+ 4.67% |
$22.1K - $25.7K
|
13.7K
$581K
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-25.1K- 20.75% |
$905K - $1.05M
|
95.9K
$4.06M
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-36.1K- 57.65% |
$1.3M - $1.51M
|
26.5K
$1.12M
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-179- 25.07% |
$6.45K - $7.5K
|
535
$22.6K
|
|
|
Jul 18, 2025
Q2 2025
|
First Pacific Financial
|
BUY
|
- |
497+ 5.19% |
$17.9K - $20.8K
|
10.1K
$426K
|
|
|
Jul 18, 2025
Q2 2025
|
Vicus Capital
State College, PA |
SELL
|
- |
-223- 0.23% |
$8.03K - $9.35K
|
96.1K
$4.06M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
595+ 5.49% |
$21.4K - $24.9K
|
11.4K
$483K
|
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-397- 3.4% |
$14.3K - $16.6K
|
11.3K
$476K
|
|
|
Jul 17, 2025
Q2 2025
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
213+ 1.87% |
$7.67K - $8.93K
|
11.6K
$490K
|
|
|
Jul 16, 2025
Q2 2025
|
Falcon Wealth Planning
|
BUY
|
- |
7.3K+ 32.05% |
$263K - $306K
|
30.1K
$1.27M
|
|
|
Jul 16, 2025
Q2 2025
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-927- 6.56% |
$33.4K - $38.9K
|
13.2K
$558K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
945+ 8.66% |
$34K - $39.6K
|
11.9K
$501K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
2.97K+ 2.26% |
$107K - $125K
|
135K
$5.69M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-794- 7.1% |
$28.6K - $33.3K
|
10.4K
$439K
|
|
|
Jul 15, 2025
Q2 2025
|
Legacy Financial Group LLC
|
SELL
|
- |
-121- 1.08% |
$4.36K - $5.07K
|
11.1K
$468K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
945+ 5.82% |
$34K - $39.6K
|
17.2K
$727K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-994- 0.7% |
$35.8K - $41.7K
|
142K
$5.99M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-137- 2.31% |
$4.93K - $5.74K
|
5.8K
$245K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.86K+ 4.56% |
$66.8K - $77.8K
|
42.6K
$1.8M
|
|
|
Jul 14, 2025
Q2 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
20+ 0.4% |
$720 - $838
|
5.04K
$213K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
67.4KNew |
$2.43M - $2.83M
|
67.4K
$2.85M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
SELL
|
- |
-4.89K- 7.66% |
$176K - $205K
|
59K
$2.49M
|
|
|
Jul 11, 2025
Q2 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
3.98K+ 16.82% |
$143K - $167K
|
27.6K
$1.17M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-2.23K- 6.03% |
$80.2K - $93.4K
|
34.7K
$1.47M
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-261- 5.0% |
$9.4K - $10.9K
|
4.96K
$210K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-166- 1.09% |
$5.98K - $6.96K
|
15K
$635K
|
|
|
Jul 09, 2025
Q2 2025
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
1.71K+ 0.63% |
$61.6K - $71.7K
|
272K
$11.5M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.59K- 23.39% |
$238K - $276K
|
21.6K
$913K
|
|
|
Jul 08, 2025
Q2 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-4.45K- 8.48% |
$160K - $187K
|
48K
$2.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
167+ 0.69% |
$6.02K - $7K
|
24.3K
$1.03M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
302+ 18.88% |
$10.9K - $12.7K
|
1.9K
$80.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Trust CO
|
SELL
|
- |
-295- 3.58% |
$10.6K - $12.4K
|
7.94K
$336K
|
|
| Q1 2025 | |||||||
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.79K+ 3.51% |
$69.4K - $74.3K
|
52.6K
$2.22M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
382New |
$14.9K - $15.9K
|
382
$16.1K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.5K+ 2.88% |
$1.3M - $1.39M
|
1.2M
$50.6M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-37.7K- 0.28% |
$1.47M - $1.57M
|
13.5M
$572M
|
|
|
May 15, 2025
Q1 2025
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-1.39K- 20.04% |
$54.2K - $57.9K
|
5.56K
$235K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-45.7K- 33.15% |
$1.78M - $1.9M
|
92.1K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.32K- 7.18% |
$51.2K - $54.8K
|
17K
$720K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
5.58KNew |
$217K - $232K
|
5.58K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.11K+ 10.62% |
$43.2K - $46.2K
|
11.6K
$489K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12.4K+ 210.2% |
$482K - $515K
|
18.3K
$772K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-548- 8.94% |
$21.3K - $22.8K
|
5.58K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.11K+ 5.01% |
$199K - $212K
|
107K
$4.52M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
887+ 4.3% |
$34.5K - $36.9K
|
21.5K
$909K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-107- 0.99% |
$4.16K - $4.45K
|
10.8K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.2KNew |
$903K - $966K
|
23.2K
$981K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
102+ 0.6% |
$3.97K - $4.24K
|
17.1K
$722K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
19.9K+ 4.4% |
$773K - $827K
|
471K
$19.9M
|
|