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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
15.4KNew |
$601K - $667K
|
15.4K
$626K
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.41K+ 5.38% |
$93.9K - $104K
|
47.2K
$1.92M
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.78K+ 16.8% |
$108K - $120K
|
19.3K
$785K
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
459+ 0.94% |
$17.9K - $19.9K
|
49.2K
$2M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.03K+ 0.91% |
$78.9K - $87.7K
|
224K
$9.11M
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
49.7K+ 29.78% |
$1.94M - $2.15M
|
217K
$8.8M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.92K- 15.07% |
$231K - $256K
|
33.4K
$1.36M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-2.76K- 96.5% |
$107K - $119K
|
100
$4.06K
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
2.44K+ 1.53% |
$94.9K - $105K
|
162K
$6.57M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
476K+ 31.26% |
$18.5M - $20.6M
|
2M
$81.3M
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
300+ 42.13% |
$11.7K - $13K
|
1.01K
$41.1K
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1.98K+ 13.38% |
$77.2K - $85.8K
|
16.8K
$683K
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
2.05KNew |
$79.9K - $88.7K
|
2.05K
$83.3K
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
55.3K+ 5.7% |
$2.15M - $2.39M
|
1.02M
$41.7M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.32K+ 21.63% |
$207K - $230K
|
29.9K
$1.22M
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-436- 84.82% |
$17K - $18.9K
|
78
$3.17K
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
37K+ 1622.07% |
$1.44M - $1.6M
|
39.3K
$1.6M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
802+ 4.05% |
$31.2K - $34.7K
|
20.6K
$838K
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-701- 7.51% |
$27.3K - $30.3K
|
8.64K
$351K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.45KNew |
$56.6K - $62.9K
|
1.45K
$59.1K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
158+ 0.5% |
$6.16K - $6.84K
|
31.6K
$1.28M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.6K+ 2.51% |
$1.04M - $1.15M
|
1.09M
$44.2M
|
|
Feb 11, 2025
Q4 2024
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
330+ 2.1% |
$12.9K - $14.3K
|
16.1K
$652K
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
34K+ 0.87% |
$1.33M - $1.47M
|
3.93M
$160M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
27+ 0.37% |
$1.05K - $1.17K
|
7.42K
$301K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
99.6K+ 14.97% |
$3.88M - $4.31M
|
765K
$31.1M
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.71K- 2.29% |
$66.4K - $73.8K
|
72.6K
$2.95M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
958+ 4.78% |
$37.3K - $41.5K
|
21K
$854K
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
833New |
$32.5K - $36.1K
|
833
$33.9K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-134K- 51.53% |
$5.23M - $5.81M
|
126K
$5.13M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
20.2K+ 6.25% |
$785K - $872K
|
343K
$13.9M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-91K- 9.67% |
$3.55M - $3.94M
|
850K
$34.6M
|
|
Feb 10, 2025
Q4 2024
|
Clarity Wealth Development LLC
Corvallis, OR |
BUY
|
- |
8.33KNew |
$325K - $361K
|
8.33K
$339K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.98K+ 16.68% |
$350K - $389K
|
62.8K
$2.55M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.86K- 11.76% |
$112K - $124K
|
21.5K
$873K
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
BUY
|
- |
581+ 111.3% |
$22.6K - $25.1K
|
1.1K
$44.8K
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
7.23KNew |
$282K - $313K
|
7.23K
$294K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.3K- 10.33% |
$50.5K - $56K
|
11.2K
$457K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.16K+ 1.82% |
$123K - $137K
|
177K
$7.2M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
557+ 327.65% |
$21.7K - $24.1K
|
727
$29.5K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.66K+ 71.44% |
$259K - $288K
|
16K
$649K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-36- 1.26% |
$1.4K - $1.56K
|
2.83K
$115K
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.26K+ 0.67% |
$49.2K - $54.7K
|
189K
$7.67M
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
225+ 2.01% |
$8.77K - $9.74K
|
11.4K
$463K
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-627- 5.43% |
$24.4K - $27.1K
|
10.9K
$444K
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-352- 4.82% |
$13.7K - $15.2K
|
6.95K
$282K
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.93K- 15.09% |
$114K - $127K
|
16.5K
$671K
|
|
Feb 06, 2025
Q4 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-41- 0.19% |
$1.6K - $1.77K
|
21.7K
$880K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
309KNew |
$12M - $13.4M
|
309K
$12.6M
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
8.25K+ 4.22% |
$322K - $357K
|
204K
$8.29M
|