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 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
6.63KNew |
$235K - $257K
|
6.63K
$250K
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
133+ 0.37% |
$4.71K - $5.17K
|
36.1K
$1.36M
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-172- 38.48% |
$6.09K - $6.68K
|
275
$10.4K
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
5.32KNew |
$188K - $207K
|
5.32K
$201K
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
220+ 1.17% |
$7.79K - $8.55K
|
19K
$717K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11- 0.13% |
$390 - $427
|
8.46K
$319K
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.04K- 1.49% |
$36.9K - $40.5K
|
68.8K
$2.6M
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-712- 5.53% |
$25.2K - $27.7K
|
12.2K
$459K
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.48K+ 8.4% |
$52.4K - $57.5K
|
19.1K
$720K
|
|
May 02, 2024
Q1 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
SELL
|
- |
-1.81K- 23.3% |
$64.2K - $70.4K
|
5.97K
$225K
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
10.7K+ 20.54% |
$377K - $414K
|
62.5K
$2.36M
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
5.29KNew |
$187K - $205K
|
5.29K
$199K
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.97K+ 14.39% |
$176K - $193K
|
39.5K
$1.49M
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
214+ 0.23% |
$7.58K - $8.32K
|
95.3K
$3.6M
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-3.12K- 4.46% |
$110K - $121K
|
66.7K
$2.52M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.65KNew |
$200K - $219K
|
5.65K
$213K
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
436+ 3.71% |
$15.4K - $16.9K
|
12.2K
$460K
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-791- 3.89% |
$28K - $30.7K
|
19.5K
$737K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-669- 5.05% |
$23.7K - $26K
|
12.6K
$475K
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
711+ 8.37% |
$25.2K - $27.6K
|
9.21K
$347K
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
414+ 1.73% |
$14.7K - $16.1K
|
24.3K
$918K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-22.5K- 23.08% |
$797K - $875K
|
75K
$2.83M
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.83K- 10.53% |
$206K - $226K
|
49.5K
$1.87M
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
2.22K+ 1.19% |
$78.5K - $86.2K
|
188K
$7.1M
|
|
Apr 30, 2024
Q1 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.5K+ 68.15% |
$374K - $410K
|
26K
$982K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
467+ 8.02% |
$16.5K - $18.1K
|
6.29K
$237K
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-191- 0.63% |
$6.76K - $7.42K
|
30K
$1.13M
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-6.24K- 4.11% |
$221K - $242K
|
146K
$5.5M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
45.8K+ 8.24% |
$1.62M - $1.78M
|
602K
$22.7M
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.35K+ 32.74% |
$83.1K - $91.2K
|
9.51K
$359K
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-4.5K- 0.9% |
$159K - $175K
|
499K
$18.8M
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.57K+ 7.05% |
$55.7K - $61.2K
|
23.9K
$902K
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
659+ 0.93% |
$23.3K - $25.6K
|
71.2K
$2.69M
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
3.41K+ 26.85% |
$121K - $132K
|
16.1K
$607K
|
|
Apr 25, 2024
Q1 2024
|
One Day In July LLC
|
BUY
|
- |
2.68K+ 3.82% |
$95K - $104K
|
72.8K
$2.75M
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
11.1K+ 7.31% |
$395K - $433K
|
163K
$6.17M
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
477+ 7.26% |
$16.9K - $18.5K
|
7.05K
$266K
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
24.3KNew |
$861K - $945K
|
24.3K
$918K
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
SELL
|
- |
-355- 3.61% |
$12.6K - $13.8K
|
9.48K
$358K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-29.1K- 5.07% |
$1.03M - $1.13M
|
545K
$20.6M
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1.58K+ 18.77% |
$56K - $61.4K
|
10K
$378K
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
1.04K+ 1.17% |
$37K - $40.6K
|
90.3K
$3.41M
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.09K+ 14.81% |
$38.7K - $42.5K
|
8.48K
$320K
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-80K- 36.91% |
$2.83M - $3.11M
|
137K
$5.16M
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-4.98K- 2.93% |
$176K - $193K
|
165K
$6.21M
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
63+ 2.66% |
$2.23K - $2.45K
|
2.43K
$91.9K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.22K- 2.57% |
$43.3K - $47.6K
|
46.4K
$1.75M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.44K+ 2.53% |
$193K - $211K
|
220K
$8.31M
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
3.25K+ 53.64% |
$115K - $126K
|
9.3K
$351K
|