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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-635- 1.17% |
$24.7K - $26.4K
|
53.6K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-42.5K- 68.39% |
$1.65M - $1.77M
|
19.6K
$829K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-8.08K- 60.27% |
$314K - $336K
|
5.33K
$225K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.15K+ 1.4% |
$122K - $131K
|
227K
$9.61M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.89K- 81.97% |
$112K - $120K
|
635
$26.8K
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-53- 0.32% |
$2.06K - $2.2K
|
16.7K
$708K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-23.1K- 8.27% |
$897K - $959K
|
256K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.81K+ 24.37% |
$70.3K - $75.2K
|
9.22K
$390K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.34K+ 10.73% |
$52.2K - $55.8K
|
13.8K
$585K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.08K+ 6.39% |
$42K - $44.9K
|
18K
$759K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-4.2K- 6.48% |
$163K - $175K
|
60.6K
$2.56M
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
164+ 1.2% |
$6.38K - $6.82K
|
13.9K
$587K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.9K+ 10.98% |
$539K - $577K
|
140K
$5.92M
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
SELL
|
- |
-426- 5.72% |
$16.6K - $17.7K
|
7.03K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.91K+ 45.02% |
$191K - $204K
|
15.8K
$669K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.69K+ 100.0% |
$143K - $153K
|
7.38K
$312K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.62K+ 1.69% |
$141K - $151K
|
218K
$9.2M
|
|
|
May 14, 2025
Q1 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-1.32K- 6.85% |
$51.5K - $55K
|
18K
$761K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.45K- 6.96% |
$56.4K - $60.4K
|
19.4K
$820K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
3.21KNew |
$125K - $133K
|
3.21K
$136K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-46.4K- 32.64% |
$1.8M - $1.93M
|
95.7K
$4.05M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.68K- 5.32% |
$65.3K - $69.8K
|
29.9K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
404+ 1.21% |
$15.7K - $16.8K
|
33.8K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.22KNew |
$47.4K - $50.7K
|
1.22K
$51.5K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5- 0.01% |
$194 - $208
|
46.9K
$1.98M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.61K+ 8.73% |
$102K - $109K
|
32.5K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
42.3K+ 15.78% |
$1.65M - $1.76M
|
311K
$13.1M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.17K+ 31.27% |
$84.4K - $90.3K
|
9.11K
$385K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-344- 47.32% |
$13.4K - $14.3K
|
383
$16.2K
|
|
|
May 13, 2025
Q1 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-881- 0.43% |
$34.3K - $36.6K
|
203K
$8.58M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-208K- 24.47% |
$8.09M - $8.66M
|
642K
$27.1M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-1.94K- 1.2% |
$75.3K - $80.6K
|
160K
$6.75M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-295- 2.59% |
$11.5K - $12.3K
|
11.1K
$470K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.06K+ 14.36% |
$275K - $294K
|
56.3K
$2.38M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
39K+ 236.45% |
$1.52M - $1.62M
|
55.5K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
1New |
$38.9 - $41.6
|
1
$42.3
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-70.2K- 11.22% |
$2.73M - $2.92M
|
555K
$23.5M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
15.3K+ 4.94% |
$593K - $634K
|
324K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
25.6KNew |
$995K - $1.06M
|
25.6K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Forefront Analytics, LLC
West Conshohocken, PA |
SELL
|
- |
-83.8K- 13.12% |
$3.26M - $3.49M
|
555K
$23.5M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.89K+ 5.59% |
$151K - $162K
|
73.5K
$3.11M
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
2.22K+ 20.35% |
$86.4K - $92.4K
|
13.1K
$555K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.8K+ 1.14% |
$887K - $949K
|
2.02M
$85.5M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-632- 1.93% |
$24.6K - $26.3K
|
32.1K
$1.36M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-38K- 96.52% |
$1.48M - $1.58M
|
1.37K
$57.9K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.08K+ 6.41% |
$42.1K - $45.1K
|
18K
$760K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-497- 1.05% |
$19.3K - $20.7K
|
46.7K
$1.98M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
832+ 8.57% |
$32.4K - $34.6K
|
10.5K
$445K
|
|
|
May 12, 2025
Q1 2025
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
876+ 18.71% |
$34.1K - $36.4K
|
5.56K
$235K
|